Mechanics Bank
Mechanics Bank is a community banking financial institution headquartered in Walnut Creek, California. It was founded in 1905 and serves markets in Northern California. It operates in the San Francisco Bay and Sacramento areas. The bank has over $3.5 billion in assets and over 500 associates at 30 retail branches. Headquarters: Richmond, California, United States Founded: 1905, Richmond, California, United States Number of locations: 30 Subsidiaries: CRB Auto, Inc, Mechanics Bank, Asset Management Arm
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Mechanics Bank Employees
Lighthouse Information Systems, Inc. August 2015 - Present
Mechanics Bank August 2012 - July 2015
Mechanics Bank March 2011 - April 2012
Mechanics Bank April 2004 - March 2011
Skills
Virtualization, VMware Infrastructure, Server Administration, Linux, Desktop Support, Storage Virtualization, Network Administration, Citrix, VMware Fusion, VMware Workstation, Laptop Encryption, SQL Server 2000-2008, Mobile Device Support, Windows Server..., Windows Desktop..., Ubuntu, Red Hat, VMware View, Cisco UCS, XP, Operating Systems, Web Applications, Active Directory, Databases, Windows, Lotus Notes, vSphere, Visio, RedHat, Citrix Metaframe, Mobile Device Management, Internet Banking, Microsoft Exchange, Troubleshooting, Laptops, VMware, Powershell, PowerCLI, Security, Storage Area Networks, VDI, VMware ESX, Technical Support, Backup Solutions, Disaster Recovery, SAN, VMware vSphere
Education
Heald College-Concord 2000 — 2002
Associate's degree, Computer Technology/Computer Systems Technology
AMNET - The Aegis Trading Desk September 2014 - Present
Genesys June 2014 - September 2014
UCSF Radiation Oncology. June 2013 - June 2014
UCSF Deans office October 2013 - December 2013
SHEPPARD PARTNERS January 2013 - June 2013
University San Francisco MBA September 2011 - May 2013
Teleknex June 2010 - May 2011
K2 Restaurants January 2009 - May 2010
Mechanics Bank July 2008 - January 2009
Skills
Analytics, Tableau, Microsoft Excel, Microsoft Office, Project Management, Market Research, Marketing, JMP, Data Analysis, Social Media, QuickBooks, Microsoft Word, Pivot Tables, Finance, Salesforce.com, Analysis, Google Docs, Management, Vlookup, SQL, HTML, Sales, Social Media Marketing, GreatPlains, Monte Carlo, R, MySQL, Access, Piano, SFDC, Asian Character Data, Marketo, DemandTools, Digital Media
Education
University of San Francisco 2012 — 2013
Master of Business Administration (MBA), Analytics, Economics, Fincance, 3.6
Fordham University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Mathematics, 3.0
Mannes conservatory 2003 — 2008
Music Theory and Composition, 3.4
miramonte
miramonte
ReTargeter October 2014 - Present
ReTargeter August 2014 - October 2014
TapSense April 2014 - August 2014
Advsor March 2014 - May 2014
Advsor March 2013 - March 2014
NY Learning Center March 2011 - May 2013
Mechanics Bank April 2010 - June 2011
Skills
Accounts Receivable, Managerial Finance, Corporate Finance, Invoicing, Financial Analysis, Financial Accounting, Start-ups, Microsoft Excel, Customer Service, Finance
Education
San Francisco State University
Bachelor of Science (BS), Accounting and Finance
ECHS
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Community Recovery Inc October 2014 - Present
East Bay Prints January 2013 - November 2013
Rolls-Royce June 2012 - December 2012
Endsight March 2012 - June 2012
Mechanics Bank July 2008 - November 2011
Mechanics Bank 2005 - 2008
Mechanics Bank 2003 - 2005
Mechanics Bank 2002 - 2003
Skills
SAP, SaaS, Crystal Reports, Cognos, Azure, SQL, CRM, Bootstrap, Salesforce.com, Project Management, Data Analysis, Database Administration, VBA Macros, Six Sigma, Pivoting and Analysis..., Windows Server, JavaScript, PHP, .NET, MS Office Suite, Process Automation, Product Development, ODBC Data Sources, Profitability Management, Product Launch, Statistical Data, Banking/Financial..., Exchange, IBM Mainframe, Remote Management, Debian, SDK, Google API, Viewpoint, C++, Terminal Services, Mobile Software, xml, Network +, Open Office, Shell Scripting, Penetration Testing, Analysis, Management, Microsoft Office
Education
University of Phoenix 2005 — 2007
Bachelor of Science, Business Management
Heald College 2003 — 2005
Associates, Information Technology
FNC,Inc January 2006 - Present
Hawthorn Bank August 2003 - December 2005
Mechanics Bank July 2000 - December 2002
Butler County Publishing Co., Inc. 1990 - 1998
Skills
Process Improvement, Financial Modeling, Access, Strategic Planning, Corporate Finance, Management Consulting, Business Planning, Analytics, Management, Business Analysis, Budgets, Financial Analysis, Internal Audit, Accounting, Financial Statements, Payroll, Risk Management, Accounts Payable, Accounts Receivable, Leadership
Education
Florida Institute of Technology 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1998 — 2001
Bachelor of Business Administration (B.B.A.), Banking/Finance/Accounting
Puxico High School
Heald College July 2013 - May 2015
Mechanics Bank August 2011 - June 2013
Skills
Microsoft Office, Customer Service, Admissions, Microsoft Excel, Leadership, Coaching, Public Speaking, Recruiting, Training, Teamwork, System Administration, Research, Outlook, PowerPoint, Event Planning, Time Management
Education
San Francisco State University
Bachelors of Arts, Economics
Mechanics Bank May 2012 - Present
Berkeley Ace Hardware, Inc. March 2007 - May 2012
Sea Power Shipping Enterprises, Inc. May 2003 - December 2006
Skills
Accounts Receivable,..., Timekeeping/Payroll, General office..., Advanced Excel skills, QuickBooks
Education
Heald College-San Francisco 2010 — 2014
Associate of Arts and Sciences (AAS), Accounting and Finance
Divine Word College Bangued, Abra, Philippines 1998 — 2000
Associate's degree, Computer Secretarial
Saint Mary's College of California March 2015 - Present
Saint Mary's College of California October 2013 - February 2015
Mechanics Bank May 2012 - October 2013
Mechanics Bank May 2012 - August 2012
All West Lacrosse 2010 - 2011
Marin Sanitary Service 2007 - 2010
Cinemark 2007 - 2008
Skills
Banking, Customer Service, Organizational Behavior, Team-oriented, Hardwork, Loyal, Microsoft Excel, Customer Satisfaction, PowerPoint, Event Planning, Time Management, Insurance, Teamwork, Management
Education
Saint Mary's College of California 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Marin catholic high school 2005 — 2008
Umpqua Bank July 2013 - Present
Mechanics Bank March 2012 - July 2013
Tri-Valley Bank August 2005 - March 2012
Comerica Bank July 2004 - September 2007
InterWest Insurance Services September 1994 - September 1996
State Compensation Insurance Fund September 1976 - September 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
New England College 2012 — 2014
Masters in Forensic Accounting, Accounting, GPA 3.75
California State University Hayward 2002 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.88 Magna Cum Laude
Mechanics Bank April 2014 - Present
Kiwanis International November 2013 - Present
Kiwanis International October 2013 - Present
Mechanics Bank February 2008 - Present
Kiwanis International February 2011 - August 2014
Kiwanis International October 2010 - September 2011
Kiwanis International October 2009 - September 2010
Mechanics Bank August 2005 - January 2008
Kiwanis International October 2005 - September 2006
Mechanics Bank August 2005 - March 2006
Skills
Public Speaking, Wealth Management, Trust Services, Investments, Strategic Financial..., Banking, Customer Service, Commercial Lending, Leadership, Management, Business Planning, Strategic Planning, Non-profits, Finance, Credit, Commercial Banking, Small Business Lending, Small Business, Business Development, Real Estate, Estate Planning, Private Banking, Commercial Real Estate, Nonprofits, Mortgage Lending, Risk Management, Relationship Management, Retirement Planning, Financial Planners, Retail Banking, Financial Analysis, Financial Services, Commercial Mortgages, Wealth Management..., Lines Of Credit, Credit Analysis, Mortgage Banking, Sales, Cash Management, Loan Origination, New Business Development, Investment Management, High Net Worth..., Consumer Lending, Underwriting
Education
University of California, Berkeley 1983 — 1986
PFPC, Financial Planning
San Francisco State University 1975 — 1976
BA, Business Management
George Washington High School 1968 — 1970
High School Dipolma, General Education
Xceed Financial Credit Union March 2015 - Present
AmericanWest Bank April 2014 - April 2015
Mechanics Bank August 2006 - December 2010
Imperial Capital Bank January 2003 - July 2006
Skills
Acoustic Guitar, Loans, Mortgage, Credit, Banking, Mortgage Lending, Income Properties, Leadership, Mortgage Banking, Real Estate Transactions, Commercial Real Estate, Sales Management, Finance, Underwriting, Real Estate Economics, Loan Origination, Commercial Mortgages, Real Estate Financing, Real Estate, SBA, Refinance, Commercial Lending, Small Business Lending, Asset Based Lending, Construction Loans, Residential Mortgages, Credit Analysis, Financial Structuring, Portfolio Management, Lines Of Credit, Consumer Lending, Investments, Commercial Banking, Loan Servicing, FHA, Mortgage Underwriting, Loss Mitigation, USDA, Reverse Mortgages, FHA financing, Funding, Home Equity Loans
Education
Golden Gate University 1986 — 1988
Master of Business Administration (M.B.A.), Finance, 3.3 GPA
University of the Pacific 1969 — 1974
Bachelor of Science (BS), Business Administration and Management, General, 3.3 GPA
Wells Fargo Private Bank May 2011 - Present
Fremont Bank April 2010 - April 2011
IMT Associates April 2006 - April 2010
Mechanics Bank July 2000 - October 2005
Education
Golden Gate University 2003 — 2005
Graduate Certificate, Financial Planning
Cannon Financial Institute 2001 — 2002
Graduate, Trust School I, II, III
St. Mary's College of California
Certificate, Paralegal Studies
St. Mary's College of California
Bachelor of Arts, Management
Catholic Charities - Refugee and Immigration Services September 2015 - Present
Pandora July 2015 - September 2015
truTV at Turner Entertainment Networks June 2014 - December 2014
Ladder Capital Finance LLC October 2011 - March 2013
347 Design August 2011 - January 2012
Mechanics Bank December 2010 - August 2011
Social Security Administration June 2007 - September 2010
Avid Exposure June 2010 - June 2010
San Francisco Jewish Film Festival May 2009 - September 2009
Skills
Public Relations, Social Media, Blogging, Publicity, Entertainment, Strategy, Press Releases, Internal Communications, Customer Service, Management, Media Relations, Programming Languages..., Operating Systems..., Hardware (PC, Mac, HP..., Software (PowerPoint,..., Exceptional..., Legal Writing, Legal Research, Social Networking, Brand Management
Education
St. John's University School of Law 2013 — 2016
Candidate for Juris Doctor, Intellectual Property Law, 2L
Media Makeup Academy 2014 — 2014
Professional Makeup Certification, Cosmetics/Makeup
Hampton University 2006 — 2010
Bachelor of Arts (B.A.), Public Relations, Political Science
San Francisco School of Bartending 2009 — 2009
Certification, Mixologist
Jesse M. Bethel High School 2002 — 2006
High School Dipolma
Intapp May 2007 - Present
Intapp April 2009 - May 2015
Bay Area Women's Cycling August 2009 - January 2012
Northern California Velodrome Association October 2010 - October 2011
Los Gatos Bicycle Racing Club January 2007 - October 2011
IntApp May 2007 - April 2009
Mechanics Bank May 2005 - May 2007
Mechanics Bank January 2002 - May 2005
Skills
Software Project..., Project Management, Customer Service, Leadership, Management, Business Analysis, Sales Operations, Banking, Product Management, Sales, CRM, Program Management, Enterprise Software, Start-ups, SaaS, Solution Selling, Professional Services, Salesforce.com
Education
Saint Mary's College of California 2007 — 2009
MA, Leadership
St. Mary's College of California 2005 — 2007
Bachelor of Arts (B.A.), Management
Unix class, Santa Clara 2004 — 2005
BACTES Imaging Solutions August 2013 - Present
RemX Specialty Staffing July 2013 - December 2013
Roma, Murphy and Horowitz August 2012 - July 2013
The Zaken Corporation April 2010 - July 2013
Mechanics Bank 2007 - 2009
All Cobb Bail Bonds November 2003 - November 2006
AAA Northern California, Nevada & Utah Insurance Exchange April 2000 - November 2003
Skills
Customer Service, Outlook, Data Entry, Training, Credit, Management, Sales, Call Centers, Customer Satisfaction, Time Management, Account Management, Insurance, Leadership, Process Improvement, Team Building, New Business Development, Access, Operations Management, Analysis, Inventory Management, Coaching, Microsoft Excel, PowerPoint, Accounts Payable, Contract Negotiation, Negotiation, Invoicing, Team Leadership, Teamwork, Microsoft Office, Microsoft Word, CRM, Spreadsheets, Banking, B2B, Accounts Receivable, Risk Management, Lotus Notes, Financial Analysis, Office Administration, Third Party Collections, Judgment Collections, International..., Private Collections, Social Media, New Client Generation, Reports, HIPAA, Release of Information
Education
Kaplan University 2009 — 2011
Associate's degree, Business Administration and Management, General, 3.8
Beneficial State Bank formerly known as One Pacific Coast Bank June 2012 - Present
CREW Sacramento 2008 - December 2013
Mechanics Bank November 2009 - May 2012
Skills
Commercial Lending, Loans, Portfolio Management, Real Estate, Commercial Mortgages, Underwriting, Commercial Banking, Credit, Commercial Real Estate, Credit Analysis, Financial Analysis, Small Business Lending, Negotiation, Real Estate Transactions, Mortgage Lending
Education
Missouri Valley College 1989 — 1993
Bachelor's degree, Actuarial Science
Mechanics Bank January 2014 - Present
Exchange Bank September 2009 - January 2014
Wells Fargo Bank September 2007 - August 2009
Exchange Bank 2003 - 2007
Skills
Private Banking, Asset Management, High Net Worth..., Estate Planning, CPA, Retirement Planning, Commercial Lending, Loans, Trust Services, Wealth Management, Investment Management, Trusts, Finance, Wealth Management..., Personal Financial..., Investments, Portfolio Management, Banking, Financial Planning, Strategic Financial...
Education
Pacific Coast Banking School 2006 — 2008
Graduate Certificate, Leadership and Management Education
Golden Gate University 2000 — 2003
Master of Science, Taxation
Mechanics Bank June 2015 - Present
Santa Barbara Bank & Trust May 2011 - March 2013
Doral Bank September 2006 - August 2007
Citibank April 1994 - September 2006
Skills
Loans, Retail Banking, Financial Modeling, Corporate Finance, Strategic Financial..., Mortgage Lending, Investments, Risk Management, Valuation, Finance, Capital Markets, Treasury Management, Mergers & Acquisitions, Financial Services, Accounting, Due Diligence, Strategic Planning, Business Strategy, Customer Service, Analysis, Portfolio Management
Education
Florida State University
BS, Finance & Economics
University of North Texas
MBA - Finance
Mechanics Bank April 2013 - Present
Mechanics Bank November 1997 - April 2013
Skills
Notary Public, Loans, Retail Banking, Small Business Lending, Credit, Mortgage Lending, Cash Management, Accounts Receivable, Commercial Banking, QuickBooks, Commercial Lending, Lines Of Credit, Consumer Lending, Refinance, Banking, Credit Analysis, Residential Mortgages, Loan Origination, Credit Risk, Portfolio Management, Treasury Management
Education
Diablo Valley College 1995 — 1996
Mechanics Bank July 2015 - Present
Mechanics Bank August 2014 - July 2015
Mechanics Bank April 2014 - August 2014
Mechanics Bank September 2013 - March 2014
Mechanics Bank June 2013 - August 2013
The Wendy's Company July 2012 - August 2013
Skills
Customer Service, Cash Register, Cashiering, Food Service, Cash Handling Experience, Restaurants, Time Management, Leadership, Microsoft Office, Microsoft Excel, Customer Satisfaction, Data Entry, Inventory Management, Telephone Skills, Banking, Microsoft Word
Education
Ohio State University-Mansfield Campus 2015 — 2018
Bachelor’s Degree, Business Administration and Management, General
North Central State College 2012 — 2015
Associate’s Degree, Accounting
MondayCall Solutions August 2014 - Present
salesforce.com March 2014 - July 2014
Mechanics Bank 2007 - February 2014
NRH Arts 2004 - 2007
Blackstone Technology Group 2003 - 2004
Cole Supply, Co. Inc. 2001 - 2003
Skills
Banking, Project Management, Salesforce.com, Vendor Management, Leadership, Business Analysis, Program Management, Management, Change Management, Financial Services, Process Improvement, Portfolio Management, Business Development, Relationship Management, Requirements Gathering, UAT coordination, Business Strategy, CRM
Education
NYU
Bachelor of Science (BS), Leadership and Management Studies
UC Berkeley 2012 — 2013
Project Management Certification
The Hartford April 2014 - Present
Mechanics Bank June 2013 - April 2014
Fireman's Fund Insurance Company 2007 - 2012
Fireman's Fund Insurance Company 2006 - 2007
Fireman's Fund Insurance Company 2005 - 2006
Fireman's Fund Insurance Company 2004 - 2005
Legacy Marketing Group 1999 - 2004
PC Guardian Data Encryption Software 1995 - 1998
BBS Software Development 1995 - 1998
Skills
Learning & Development..., Learning Management..., E-Learning, Organizational Learning, Distance Learning, Talent Developer, Knowledge Management, Knowledge Transfer, Multi-modal Learning, Self-paced Learning, Leadership Development, Virtual Learning, Program Development, Performance Metrics, Employee Training, Competency Based..., Competency based..., Strategic Planning, Onboarding, Training Facilitation, Instructional Design, Leadership, Training, Talent Management, Organizational..., Performance Consulting, Self-paced, Enterprise Software, Performance Management, Learning Management, CRM, Program Management
Education
Golden Gate University
Master of Business Administration (MBA), Strategic Marketing
Golden Gate University
Bachelor of Science (BS), Marketing
US Airways October 2013 - Present
Bank of America February 2012 - March 2013
Wells Fargo February 2009 - December 2011
Chase July 2008 - January 2009
World Savings April 2002 - February 2007
Mechanics Bank October 1998 - March 2000
Orkin Pest Control July 1993 - October 1998
Skills
Call Center, Loan Origination, Credit, Credit Cards, Cross Selling, Sales Management, Underwriting, Mortgage Lending, Mortgage Banking, Credit Analysis, Call Centers, Loans, Banking, Leadership, Analysis, CRM, Sales
Education
University of Phoenix 2013 — 2014
BS Management, Business Administration, Management and Operations
Heald College 2000 — 2002
AS Information Technology, Information Technology
University of the East 1985 — 1985
Freshman, Electrical, Electronics and Communications Engineering
The Mechanics Bank 1992 - 2010
Mechanics Bank 1982 - 1992
Skills
Employee Engagement, Organizational..., Onboarding, Performance Management, HR Policies, Employee Relations, Talent Management
Education
San Francisco State University
BA, Marketing
Mechanics Bank 2012 - Present
RPM Mortgage Inc December 2009 - May 2011
Irwin Home Mortgage May 1998 - October 2008
Providian Financial January 1996 - May 1998
SF FEDERAL BANK January 1992 - January 1996
Skills
Financial Analysis, Credit, Analysis, Banking, Consumer Lending, Mortgage Lending, FHA, Financial Risk, Loans, Mortgage Banking, Training, Underwriting, Residential Mortgages, Risk Management
Education
SF State University
B.S
San Francisco State University
Business Administration
Westamerica Bank June 2015 - Present
Mechanics Bank August 2013 - June 2015
Westamerica Bank April 2007 - August 2013
J.Crew August 2003 - April 2008
Skills
Banking, Customer Service, Credit, Loans, Business Analysis, Retail Banking, Strategic Planning, Team Leadership, Leadership, Business Strategy
Education
Vintage High School 1997 — 2001
Laney College
Business Administration and Management, General
BobbyK's Garden Plus July 2012 - Present
Mechanics Bank July 2010 - August 2012
Mechanics Bank August 2006 - July 2010
Private Eyes, Inc. August 2005 - January 2006
Private Clients May 2005 - August 2005
Skills
Data Analysis, Research, Streamlining Operations, Database Analysis, Database Management, MS Office Suite, Quickbooks, Turbo Tax, Executive Support, Web Applications, Photoshop, Database Development, Accounting, Financial Analysis, Financial Reporting, Problem Solving, Supply Organization &..., Customer Service, Analysis, Microsoft Office, Project Management, Databases, Time Management, Microsoft Excel, Training, Database Admin, Access, Lotus Notes, Microsoft Word, System Administration, Management, Sales, Marketing, Administration, QuickBooks
Education
Fred Pryor Seminars 2008 — 2009
Certificate of Achievement, Varies
Heald College 2006 — 2007
A.A.S. Degree in Business Administration, Accounting, 3.64
Umpqua Bank October 2011 - Present
Mechanics Bank July 1997 - August 2011
Pacific Bay Bank June 1985 - June 1997
Union Bank June 1980 - June 1985
Skills
Refinance, Real Estate, VA loans, Home Equity Loans, Mortgage Lending, Underwriting, Mortgage Banking, Lines Of Credit, Construction Loans, Loans, Banking, Credit, Credit Analysis, Commercial Mortgages, Loan Origination, Investment Properties, First Time Home Buyers, REO, Residential Mortgages, Commercial Lending, FHA, Loan Servicing, Portfolio Management, Real Estate Financing, Government Loans, Commercial Banking, USDA, VA Loans, Foreclosures, Retail Banking, Small Business Lending, Investors, Certified Mortgage..., Asset Based Lending, FHA financing, Mortgage Underwriting, Real Estate Economics, Home Equity Lines of..., Reverse Mortgages, Referrals, Consumer Lending, Credit Risk
Education
Diablo Valley College
Business
Mechanics Bank May 2014 - Present
Lifetouch August 2012 - April 2014
Instructional Resource Center-Indiana Wesleyan University August 2010 - April 2011
Skills
Painting, Drawing, Illustration, Illustrator, Art, Fine Art, Visual Arts, Oil Painting, Photography, Digital Photography, Mac, Digital Illustration, Adobe Creative Suite, Storyboarding, Image Editing, Microsoft Office, Photoshop
Education
Indiana Wesleyan University 2007 — 2011
BS, Illustration
RPM Mortgage Inc April 2009 - Present
Mechanics Bank August 2003 - March 2009
Bank of Walnut Creek 2001 - 2003
BWC Mortgage Services 1995 - 2000
Skills
Loans, Mortgage Lending, Property Management, FHA, Refinance, Credit, Real Estate Financing
Education
San Francisco State University, College of Business 1980 — 1984
Bachelor of Science (BS), Business/Marketing
Mechanics Bank September 2014 - Present
Hallmark Cards November 2013 - October 2014
Warren Rupp August 2014 - September 2014
Robert J. LeHew & Associates December 2011 - June 2014
The Salon Professional Academy January 2011 - November 2011
Vincent Salon & Spa December 2010 - November 2011
Gymboree Outlet June 2010 - November 2010
Robert J. LeHew & Associates January 2008 - April 2010
Old Navy August 2002 - April 2010
TruGreen LandCare March 2007 - December 2007
Skills
Customer Service, Quickbooks, Scheduling, Payroll, Coaching, Excel, Microsoft Office, Outlook, Word, PowerPoint, Customer Relations, Data Entry, Administration, Accounting, Retail, Supervisory Skills, Accounts Payable, Accounts Receivable, Teamwork, QuickBooks, Microsoft Excel, Microsoft Word, Training, Bookkeeping, Sales, Tax, Merchandising, Employee Training, Account Reconciliation, Visual Merchandising, Payroll Taxes, Administrative..., Telephone Skills
Education
North Central State College 2002 — 2009
Associates of Applied Business, Accounting
Nyack College 2003 — 2003
Accounting
Lexington High School 1999 — 2003
High School Diploma, College Prep
River City Bank September 2007 - Present
Mechanics Bank June 1991 - August 2007
Skills
Credit Analysis, Commercial Banking, Loans, Commercial Lending, Banking, Credit
Education
Menlo College 1980 — 1984
BS, Business Administration, Business Administration and Management, General
KMSA Business Solutions 2011 - 2011
Presidio Bank 2008 - 2011
Fremont Bank 2006 - 2008
Mechanics Bank 1992 - 2006
Financial Center Bank 1987 - 1992
Commercial Bank of San Francisco 1983 - 1987
The Hibernia Bank 1980 - 1983
Education
Pacific Coast School of Banking - University of Washington
Banking Grad School
San Francisco State University, College of Business
Business / Economics / MBA student 1978-80
San Francisco State University
BA, History - Pre-Law
Mechanics Bank July 2014 - Present
Mechanics Bank January 2012 - June 2014
Wells Fargo January 2010 - July 2011
Bank of Alameda March 2001 - January 2009
GreenPoint Mortgage March 1998 - August 2000
US Bank November 1986 - August 1997
Skills
Mortgage Lending, Sales, Portfolio Management, Loans, Customer Service..., Employee Training, Managerial Finance, Investment Banking, Banking, Loan Origination, Commercial Lending, Financial Risk, Risk Management, Insurance, Small Business Lending, Retail Banking, Residential Mortgages, Budgets, Private Banking, Residential Homes, New Business Development, Commercial Banking, Finance, Strategic Financial..., Program Management, Mortgage Banking, Investment Properties, Training, Customer Service, Management, Refinance, Credit Analysis, Lines Of Credit, Cross Selling, Human Resources, Referrals, Strategy, Wealth Management, Credit, Consumer Lending, Leadership, FHA, Investments, CRM, Real Estate, Underwriting, Home Equity Loans, VA loans, Commercial Mortgages, USDA
Education
St. Mary's College of California 1978 — 1982
B.A., Political Science
The Debt Exchange February 2006 - Present
Suffolk University Sawyer School of Mgmt - Adjunct Professor January 2004 - May 2008
Citizens Bank 2001 - 2006
Citizens Capital 1995 - 2001
USTrust 1991 - 1994
FMRC 1991 - 1991
Mechanics Bank 1989 - 1991
Skills
Venture Capital, Loans, Investments, Portfolio Management, Credit, Business Planning, Commercial Lending, Credit Analysis, Commercial Mortgages, Banking, Asset Management, Valuation, Real Estate Economics, Commercial Banking, Underwriting, Due Diligence, Financial Analysis, Credit Risk, Mortgage Lending, Private Equity, Loan Origination, Asset Based Lending, Risk Management, Finance
Education
Suffolk University - Sawyer Business School 1995 — 2000
MBA, Business
Saint Anselm College 1983 — 1987
Bachelor of Arts (BA), Business Administration and Management, General
Restivo Monacelli LLP January 2013 - April 2014
KPMG LLP September 1995 - September 2012
Bank of Boston September 1993 - September 1995
Mechanics Bank September 1992 - September 1993
Skills
Microsoft Excel, Microsoft Word, Fiduciary Income Tax..., OneSource, GoRS Software, Individual Income Tax..., Charitable Return..., Income Tax, Charities, Accounting, Tax, Tax Returns, Tax Preparation, Tax Accounting, Tax Law, Sales Tax, General Ledger, QuickBooks, Tax Advisory, Management, Trusts, Tax Research, SEC filings, Forecasting, Budgets, Cost Accounting, CPA, Accounts Receivable, Finance, GAAP, Corporate Tax
Education
Fitchburg State University 1987 — 1991
BA degree, Accounting
Diebold July 1997 - Present
Mechanics Bank July 1992 - July 1997
Skills
Banking, ATMs, Computer Hardware, Software, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2016
Master of Business Administration (MBA), Information Technology
Golden Gate University 2004 — 2007
Bachelor of Science (BS), Information Technology
Mechanics Bank January 2012 - Present
Sunrise Bank/AmericanWest Bank February 2002 - September 2011
Scripps Investments & Loans, Inc June 2001 - December 2001
Skills
Customer Service, Employee Management, Organizing, Loans, Banking, Training, Employee Training, Leadership, Credit Analysis, Risk Management, Management, Team Building, Organizational..., Operations Management
Education
San Diego Mesa College 1997 — 1999
Business Marketing
Rabobank 2014 - Present
Mechanics Bank 2013 - 2014
Wells Fargo 2012 - 2013
Placer Funding, Inc 2009 - 2012
Wells Fargo 2006 - 2008
Skills
Financial Analysis, Cash Flow Forecasting, Discounted Cash Flow..., Demand Forecasting, Real Estate Investment, Real Estate Financing, Commercial Banking, Real Estate Negotiation, Market Analysis, New Business Development, Real Estate, DCF, Investment Properties, Investments, Corporate Real Estate, Commercial Management, Financial Modeling, Banking, Loans, Underwriting, Commercial Real Estate
Education
St. Mary's College of California 2010 — 2012
EMBA, Executive Management
St. Mary's College of California 1996 — 1999
BS, Business/Economics
Avri Companies, Inc. July 2012 - May 2013
Mechanics Bank July 2011 - July 2012
Bank of America July 2008 - July 2011
San Francisco State University January 2010 - May 2011
west coast motors March 2006 - July 2008
United States Marine Corps August 2005 - December 2005
Skills
Financial Analysis, Finance, Financial Services, Loans, Management, Leadership, Teamwork, Sales, Time Management, Recruiting
Education
San Francisco State University 2008 — 2011
Bachelor of Science, Business Administration; Corporate Finance
First Republic Bank January 2012 - Present
Mechanics Bank May 2008 - December 2011
Books Out Loud LLC 2004 - 2007
Skills
Relationship Development, Customer Service, Account Management, Commercial Banking, Retail Banking, Banking
Education
San Francisco State University 1996 — 1998
Bachelor of Arts, English Literature
Federal Deposit Insurance Corporation (FDIC) August 2015 - Present
Richmond Community Foundation March 2014 - June 2015
The Mechanics Bank Community Development Corporation January 2004 - January 2014
Mechanics Bank July 2000 - January 2014
Mechanics Bank February 1993 - June 2000
Mechanics Bank March 1988 - January 1993
Skills
Financial Education, Program Development, Banking, Commercial Banking, Management, Community Development, Small Business Lending, Commercial Lending, Credit, Small Business, Policy, Risk Management, Investments, Retail Banking, Leadership, Real Estate, Loans, Underwriting, Credit Analysis, Portfolio Management, Consumer Lending, Strategic Financial..., Commercial Mortgages, Mortgage Lending, Treasury Management, Asset Based Lending, Credit Risk, Lines Of Credit, Internet Banking, Cash Management, Relationship Management, Financial Services, Loan Origination, SBA, Wealth Management, Finance, Financial Planning
Education
Pacific Coast Banking School at the University of Washington 2010 — 2012
Master's level program, Banking
Stanford University Graduate School of Business 2003 — 2003
Strategy for Non-profit Organizations
University of California, Berkeley 1998 — 1998
National Community Development Lending School
Jackson State University 1981 — 1985
Bachelors, Marketing
Boston Private Bank April 2013 - Present
Wu Yee Children's Services July 2013 - Present
Consultant September 2012 - March 2013
Mechanics Bank 2007 - 2012
Children's Council of San Francisco 2001 - 2010
Peninsula Bank of Commerce 2001 - 2007
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Commercial Real Estate, New Business Development, Loans, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Credit, Asset Based Lending, Banking, Management, Treasury Management, Lines Of Credit, Private Banking, Loan Origination, Small Business, Cash Management, Mortgage Lending, Finance, Underwriting
Education
San Francisco State University 1986 — 1988
BA, International Relations/Bus Admin
Orange Coast College 1979 — 1982
Associate of Arts (A.A.), Business Administration and Computer Science
Nelly’s International Gallery May 2007 - Present
Mechanics Bank July 2006 - June 2007
Bank of America January 1999 - July 2006
Sanwa Bank Of California, CA October 1998 - January 1999
Wells Fargo, Northwest Mortgage February 1996 - October 1998
Skills
experience retail..., Skill in developing..., Knowledge of foreign..., Deep knowledge of..., Mac OS X, Microsoft..., Sales, Real Estate, Small Business, Investments, Business Development, Banking, Mortgage Lending, CRM, Leadership, Press Releases, New Business Development, Customer Satisfaction, Team Building, Commercial Lending, Credit, Marketing, Mortgage Banking, Loans, Refinance, Sales Presentations, Finance, Portfolio Management, Retail Banking, Cross Selling, Risk Management, Customer Service, Credit Cards, Management, Training, Strategic Planning, Financial Analysis, Relationship Management, Wealth Management, Negotiation, Mutual Funds, Loan Servicing, Residential Mortgages, Commercial Banking, Underwriting, Notary Public, Business Strategy, Change Management, Credit Analysis, Loan Origination, Commercial Real Estate
Education
Nottingham University Business School 1972 — 2008
N/A, Marketing, Business
University of Florida 1994 — 1996
N/A, Social psychology
Mechanics Bank May 2010 - Present
APL Ltd May 2004 - December 2008
Heller Ehrman July 2002 - May 2004
Chevys Inc. 2000 - 2002
Chevys Inc 1998 - 2000
Skills
HRIS, Performance Management, Executive Pay, Talent Management, Employee Benefits, Onboarding, Compensation & Benefit, Management, Vendor Management, Leadership, Human Resources, Customer Service, Employee Engagement, Employee Benefits Design, Leave of Absence..., 401k, Employee Wellness, Well-organized, Benefits Administration, Benefits Management, Training, Employee Relations, Compensation & Benefits, FMLA, Deferred Compensation, Process Improvement
Education
San Francisco State University
NVIDIA August 2015 - Present
Logitech October 2012 - August 2015
Google November 2011 - October 2012
Mechanics Bank May 2008 - November 2011
Fremont Bank August 2005 - May 2008
Skills
Applicant Tracking..., Onboarding, Recruiting, Screening Resumes, Employee Relations, Talent Management, Human Resources, Screening, Employee Referral..., Customer Service, Long-term Customer..., Interviews, Training, Temporary Placement, Leadership, Building Relationships, Social Networking, Cold Calling, PeopleSoft, Employee Engagement, Networking, Search, HR Policies, New Hire Orientations, Process Improvement, Customer Satisfaction, Employee Training, Staffing Services, Time Management, Management
Education
Santa Clara University 2003 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Mechanics Bank September 2014 - Present
Mechanics Bank August 2012 - September 2014
Mechanics Bank January 2007 - August 2012
Bank of Walnut Creek January 1998 - December 2006
Bank of Walnut Creek January 1996 - December 1997
Citibank, F.S.B October 1994 - December 1995
Citibank N.A. December 1988 - September 1994
Wells Fargo Bank N.A. June 1987 - November 1988
Skills
Banking, Commercial Banking, Portfolio Management, Risk Management, Cash Management, Treasury Management, Accounting Management, Finance, Analysis, CRM, Financial Services, Retail Banking, Financial Analysis, Management
Education
Cal State East Bay 2011 — 2014
Bachelor of Science in Business Administration, Corporate Management and Finance, 3.8
Diablo Valley College 1996 — 2011
Associate's Degrees, Business, Accounting and Liberal Arts, 3.8
Pacific Coast Bankers School 1999 — 2002
Neiman Marcus Stores November 2013 - Present
RENOVATIONS PLUS, Antioch, CA March 2013 - May 2015
MECHANICS BANK 1998 - 2011
HOME SAVINGS OF AMERICA January 1997 - May 1998
WELLS FARGO BANK March 1993 - January 1997
SECURITY PACIFIC/BANK OF AMERICA September 1991 - March 1993
Skills
Commercial Banking, Banking, Loans, Retail Banking, Portfolio Management, ACH, Lines Of Credit, Mortgage Lending, Mergers & Acquisitions, Business Development, Relationship Management, Real Estate, Financial Modeling, Customer Service, Finance, Strategic Financial..., Financial Analysis, Underwriting, Leadership, Management, Financial Planning
Education
PACIFIC COAST BANKING SCHOOL 2000 — 2003
BUSINESS BANKING
San Jose State University 1980 — 1982
SOCIAL SCIENCES
Laney College 1978 — 1980
SOCIAL SCIENCES
U.S. Bank August 2015 - Present
Mechanics Bank May 2014 - August 2015
Bridge Bank January 2006 - May 2014
Momentum for Mental Health April 2012 - November 2013
BAA February 2005 - August 2005
Cisco Systems January 2001 - September 2001
International Business Machines January 1996 - May 1996
Skills
Commercial Banking, Relationship Management, Banking Relationships, Negotiation, credit, Financial Analysis, Corporate Finance, Portfolio Management, Farsi, sales, Microsoft CRM, Credit Analysis, New Business Development, Leadership, Lead Generation, Loans, Commercial Lines, Equipment Financing, Credit, Finance, Asset Based Lending, Small Business Lending, Sales, Banking, Treasury Management, Lines Of Credit, Commercial Lending
Education
San Jose State University
BS, Business Administration: Finance
Farmers & Merchants Bank of Central California September 2014 - Present
F&M Bank September 2014 - Present
Mechanics Bank February 2008 - September 2014
Mechanics Bank October 2004 - February 2008
Skills
Banking, Internet Banking, Small Business Lending, Commercial Banking, Cash Management, Real Estate, Portfolio Management, Credit, Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Investments, Retail Banking, Treasury Management, Bonds, Management, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Credit Risk, ACH, Financial Risk, Relationship Management, Consumer Lending, Loan Origination, Risk Management, Financial Services
Education
San Francisco State University 2000 — 2005
Business
Bank of San Francisco February 2015 - Present
Stanford Federal Credit Union December 2012 - February 2015
Mechanics Bank December 2010 - December 2012
Mechanics Bank March 2010 - December 2010
Mechanics Bank March 2007 - February 2010
San Francisco Department of Elections November 2005 - November 2006
Japan Exchange & Teaching Programme August 2003 - July 2005
Skills
Credit Analysis, C&I Lending, Cash Flow, Commercial Banking, Commercial Lending, Community Banking, Non-profits, Strategy Development, Strategic Planning, Team Leadership, Public Speaking, International Relations, Asia Pacific, Japan, Latin America, Mexico, Spain, Croatia, Financial Analysis, Program Management, Strategy, Management, Risk Management, Analysis, Leadership, Portfolio Management, Credit, Nonprofits, Loans, Finance, Banking
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2010
Master of Business Administration (M.B.A.), Business, Finance, 3.85
University of San Francisco 2005 — 2007
Master of Arts (M.A.), Asia & Pacific Studies, 3.91
University of San Diego 1999 — 2003
Bachelor of Arts (B.A.), International Relations, Spanish, Economics
La Fundación Ortega y Gasset 2001 — 2002
Study Abroad, Spanish
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 2001 — 2001
Study Abroad, Spanish
Edison High School 1995 — 1999
High School Diploma
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors August 2013 - Present
Wells Fargo September 2010 - August 2013
Mechanics Bank August 2008 - October 2009
Wells Fargo April 2006 - July 2008
Skills
Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Services, Lines Of Credit, Loans, Portfolio Management, Small Business Lending, Retail Banking, Credit Risk, Financial Analysis, Consumer Lending, Investments, Cash Management, Financial Risk, Mortgage Lending, Wealth Management, Commercial Banking, Underwriting, Financial Planning, Mutual Funds, Insurance, Loan Origination, Cross Selling, Relationship Management, Asset Management, Securities, Equities, Mortgage Banking, Fixed Income, Investment Banking, Retirement Planning, Refinance, Private Banking, Residential Mortgages, Financial Advisory, Financial Modeling, Capital Markets, Investment Advisory, Financial Markets, Real Estate, Trading, Credit Cards, Customer Service, Risk Management, Series 63, Valuation, Microsoft Office
Education
FINRA, CA Dept. Insurance 2013 — 2013
Series 6, 63, Life-Only, Variable Contracts, Investments and Securities
San Francisco State University, College of Business 2011 — 2013
Bachelor of Science (B.S.), Finance, General
NaturEner USA & NaturEner Canada February 2015 - Present
Four Seasons Hotels and Resorts April 2012 - December 2014
Mechanics Bank 2008 - 2011
Wells Fargo Bank 2007 - 2008
Wells Fargo Bank 2006 - 2007
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 2004 - 2005
Skills
Business Analysis, Microsoft Office, Lotus Notes, Databases, Customer Service, Active Directory, Windows Server, Technical Support, Troubleshooting, Operating Systems, Windows 7, Windows XP, Networking
Education
Heald College-San Francisco 2011 — 2012
Diploma, Information Technology
UCSB 1999 — 2004
Bachelor of Arts (BA), Political Science, minor in History
Mechanics Bank September 2015 - Present
Mechanics Bank August 2011 - September 2015
Mechanics Bank May 2010 - August 2011
World Saving/Wachovia 2005 - 2010
Vintage Bank November 2001 - March 2005
United States Navy 2000 - 2001
Skills
Retail Banking, Retail Category..., Sales, Sales Management, Fraud Prevention, Fraud Prevention Trainer, Fraud Detection, Robbery Prevention..., Financial Statements, Corporate Fraud..., Loan Origination, Public Speaking, Banking, Risk Management, Customer Service, Commercial Lending
Education
Napa Valley College 2014 — 2016
Business Management (in process), Business Administration and Management, General
Endeavor America Loan Services March 2015 - Present
Mechanics Bank May 2014 - March 2015
Mechanics Bank April 2008 - April 2014
THE UPS STORE #99 June 2005 - March 2008
Skills
Sales, Retail Banking, Customer Service, Employee Training, Teamwork, Team Building, Referrals, Highly Ambitious, Dedication to work, Customer Support, Computer Proficiency, Determination to Succeed, Retail, Lines Of Credit, Nunchuku Skills, Bank Secrecy Act, Microsoft Word, Credit, Banking
Education
San Francisco State University 2013 — 2014
Bachelor's degree, Communication Studies
MUFG Americas November 2008 - Present
Mechanics Bank May 2007 - November 2008
The Mechanics Bank July 2006 - May 2007
Keefe, Bruyette & Woods June 2006 - August 2006
Hutchison 3G January 2004 - June 2004
Hutchison 3G July 2002 - January 2004
Whittard of Chelsea June 2001 - May 2002
Emap August 2000 - June 2001
British Institutes December 1998 - May 2000
Skills
Business Intelligence, Financial Modeling, Financial Reporting, Banking, Business Analysis, Finance, Investment Banking, Portfolio Management, Risk Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA, Concentration in Finance
HEC Paris 2005 — 2005
MBA, Business
UCLA 1994 — 1998
BA, English
Chapman Family Center
City of Hercules April 2014 - Present
Mechanics Bank September 2013 - Present
Sports Authority August 2012 - September 2013
Vans August 2011 - August 2012
Skills
Footwear, Loss Prevention, Customer Service, Window Displays, Sportswear, Cashiering, Marketing Strategy, Time Management
Education
Golden Gate University 2015 — 2018
Doctor of Law (JD), Criminal Justice and Corrections
San Francisco State University 2011 — 2015
Bachelor, Criminal Justice, Minor in Business
Hercules High School 2007 — 2011
HS Degree
EMC April 2014 - Present
EMC 2012 - Present
Fremont Bank 2010 - 2011
Mechanics Bank July 2004 - May 2010
Flipclip Technology 2004 - June 2004
Skills
Sales, Salesforce.com, Account Management, Customer Service, CRM, Business Development, Sales Management, Marketing, Strategic Planning, Sales Process, Outlook, PowerPoint, Cisco WebEx, Pivot Tables, Data Analysis, Web Design
Education
Saint Mary's College of California 2000 — 2004
Bachelor's, Business Administration
Paramount Equity Mortgage September 2013 - Present
Reeves Construction, Inc. January 2006 - Present
JPMorgan Chase August 2011 - September 2013
Mechanics Bank April 2004 - January 2008
Metalink October 2000 - April 2004
Apple April 1999 - September 2000
American Express Financial Advisors July 1996 - January 1999
Skills
Mortgage Lending, Sales, Business Development, Marketing, Leadership, Management, Strategy, Conventional Financing, FHA Financing, VA Loans, Jumbos, Strategic Planning, Customer Service, First Time Home Buyers, Investment Properties, Real Estate, Sales Management, Mortgage Banking, Team Building
Education
Golden Gate University
Master of Business Administration (M.B.A.)
The University of Texas at Dallas
BS, Business Administration/Finance concentration
Mechanics Bank August 2014 - Present
PNC September 2012 - August 2014
Thunderbird Adventist Academy August 2008 - June 2009
Skills
Credit, Loans, Banking, Retail Banking, Consumer Lending, Deposits, Cash Management, Cross Selling, Lines Of Credit, Credit Analysis, Mortgage Lending, Commercial Banking, Commercial Lending, Branch Management, Small Business Lending
Education
North Central State College 2007 — 2008
Mount Vernon Academy 2003 — 2007
AMERICAN EXPRESS CORPORATE TRAVEL May 2002 - Present
Carlson Wagonlit Travel January 1995 - January 2002
Mechanics Bank January 1993 - January 1995
Skills
Client Relations Skills, Needs Analysis, Train New Employees, Quality Assurance, Bilingual, Apollo GDS, Windows 7, Microsoft Office, Typing, Certified Group..., Sabre, Business Travel, Apollo, Hotels, Customer Service, Leadership, Leisure Travel, Airlines, Amadeus, Sales, Revenue Analysis, Travel Management
Education
Sawyer School
Travel & Tourism and Hotel
Union Bank September 2013 - March 2015
Berkeley Repertory Theatre 2005 - September 2014
Mechanics Bank July 2010 - September 2013
First Republic Wealth Advisors May 2007 - March 2009
Citi January 1998 - March 2007
Wells Fargo June 1992 - December 1997
National Westminster Bank 1988 - 1992
First Interstate Bank September 1981 - January 1988
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Private Banking, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Banking, Credit, Wealth Management..., Financial Services, Estate Planning, Finance, Securities, Risk Management, Commercial Banking, Asset Management
Education
Pepperdine University 1981 — 1983
MBA, Business Management
Family CFO, Inc. August 2012 - Present
Mechanics Bank April 2006 - August 2012
Grant & Gordon, LLP 2004 - 2006
Filice Brown Eassa & McLeod LLP 2002 - 2003
eProsper, Inc. 2000 - 2001
Science Applications International Corporation (SAIC) 1998 - 2000
Skills
Banking, Securities, Analysis, Microsoft Excel, Financial Services, Microsoft Word, Research, Finance, Estate Planning, Social Media, Wealth Management, Event Planning, Team Leadership, Notary Public, Editing, Portfolio Management, Databases, Software Documentation, Redtail Technology CRM, CFS TaxTools, Writing, Dance, Teaching, Leadership
Education
UC Irvine, Extension 2011 — 2014
Certificate, Personal Financial Planning
San Francisco State University 1997 — 1999
Certificate, Paralegal Studies
Reed College 1989 — 1993
B.A., Physics-Chemistry
Waypoint Homes April 2013 - Present
Mechanics Bank April 2002 - April 2013
ePropose 2000 - 2001
Knowledge Impact 1999 - 2000
St Giles Language Teaching Center 1990 - 1998
Skills
Instructional Design, Instructor-led Training, Learning Management, Curriculum Development, Blended Learning, online training design, Organizational..., Curriculum Design, Change Management, Training, Onboarding, Program Management, Training Delivery, E-Learning, Leadership, Teaching, Instructional Technology, Adult Education, Coaching, Distance Learning, Leadership Development, Management, Train the Trainer, Designs, Human Resources, Needs Analysis, Software Documentation, Project Management, Interviews, Performance Management, Management Development
Education
San Francisco State University 2009 — 2011
MA, Instructional Technology (ITEC)
San Francisco State University 1989 — 1991
MA, Teaching English as a Second Language (TESL)
University of California, Berkeley 1977 — 1980
BA, History & Political Science
California Deparment of Business Oversight, Division of Financial Institutions September 2010 - Present
The Mechanics Bank May 2007 - October 2010
Mechanics Bank November 2006 - May 2007
Mechanics Bank July 2005 - October 2006
Conferences and Event Services, Loyola Marymount University September 2001 - May 2005
Skills
Banking, Customer Service, Financial Analysis, Loans, Credit, Risk Management, Microsoft Excel, Credit Analysis, Commercial Banking, Policy, Financial Risk, Coaching, Analysis, Microsoft Office, PowerPoint, Outlook, Auditing, Bank Secrecy Act, Management
Education
Loyola Marymount University, College of Business Administration 2001 — 2005
BS, Accounting
Mechanics Bank August 2015 - Present
JPMorgan Chase April 2013 - August 2015
Wells Fargo January 2008 - April 2013
Wells Fargo January 2006 - January 2008
RR Donnelley June 2005 - December 2005
Andresen Graphic Services October 2004 - June 2005
Boro Graphic Technologies November 1990 - September 2004
Skills
Banking, Loans, Financial Services, Wealth Management, Investment Management, Credit, Private Banking, Investment Strategies, High Net Worth..., Asset Managment, Credit Analysis, Wealth Management..., Commercial Lending, Experienced at..., Skilled at analyzing..., Treasury Management, Asset Management, Finance
Education
Wells Fargo Private Banking University 2012 — 2013
Complex Credit Analysis
Northeastern University
Bachelor's Degree, Finance, General
Wells Fargo Business Banking Credit Analysis
Credit Analysis
City National Bank January 2015 - Present
Mechanics Bank December 2013 - Present
Mechanics Bank January 2010 - December 2013
Mechanics Bank February 2008 - March 2010
The Mechanics Bank January 2007 - December 2008
The Mechanics Bank January 2001 - December 2006
Skills
Commercial Lending, Banking, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Risk Management, Sales Management, Retail Banking, Portfolio Management, Mortgage Lending, Business Development, Team Building, Consumer Lending, Lines Of Credit, Credit Risk, Loan Origination, Management, Relationship Management, Sales, Asset Based Lending, CRM, Commercial Mortgages, Treasury Management, Underwriting, Cash Management, Investments, Private Banking, SBA, Financial Services, Financial Analysis, Mortgage Banking, Finance
Education
University of Washington 2012 — 2014
Graduate School of Banking, Banking and Financial Support Services
St. Mary's College of California 1998 — 2001
BS, International Business
Merrill Lynch October 2012 - Present
Charles Schwab August 2005 - August 2012
Merrill Lynch 2002 - 2005
Mechanics Bank 1997 - 2002
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Risk, Commercial Banking, Commercial Lending, Investments, Credit Analysis, Asset Managment, Asset Based Lending, Underwriting, Loan Origination, Portfolio Management, Risk Management, Financial Analysis, Commercial Mortgages, Mortgage Banking, Small Business Lending, Wealth Management, Private Equity, Series 7, Corporate Finance
Education
San Diego State University-California State University 1988 — 1993
BA, Economics
Ethan Conrad Properties, Inc. July 2014 - Present
Mechanics Bank November 2002 - March 2014
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Loans, Banking, Credit, Small Business Lending, Trade Finance, Real Estate Economics, Mortgage Lending, Construction Loans, Retail Banking, Financial Analysis, Corporate Finance, Commercial Real Estate, Asset Managment, Treasury Management, Investments, Consumer Lending
Education
Golden Gate University 2004 — 2007
Bachelors Business Administration
Bank of the West - BNP Paribas 2014 - Present
Mechanics Bank 2010 - 2012
Edward Jones 2008 - 2010
GreenPoint Bank 1999 - 2004
Skills
Financial Services, Investments, Securities, Finance, Insurance, Investment Strategies, Banking, Budgets, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Portfolio Management, Investment Advisory, Loans, Mortgage Lending
Education
San Francisco State University 2014 — 2015
Loyola University of Chicago 1995 — 1998
BS in Psychology, Magna Cum Laude with honors in Psychology
Mechanics Bank March 2011 - Present
Mechanics Bank March 2011 - Present
Tamalpais Bancorp 2007 - Present
Greater Bay Bank 2001 - 2007
Education
Golden Gate University
US Air Force Reserve 1993 - Present
MECHANICS BANK January 2011 - January 2015
Bank of the West 2008 - 2010
Wells Fargo Auto Finance 2006 - 2007
Fireside Bank 2004 - 2005
WFS Financial 2001 - 2003
WFS Financial 1998 - 2000
WFS Financial 1997 - 1997
GMAC Bank 1990 - 1994
Skills
Business Development, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Leadership, Loans, Management, Marketing, Operations Management, Relationship Management, Process Improvement, Retail, Risk Management, Strategic Planning, Team Building, Team Leadership, Training
Education
National University 1990 — 1994
Masters, Business Admin
St. Mary's College of California 1988 — 1990
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Ohlone College 1986 — 1988
Liberal Arts, History
Ladera Investments, LLC January 2002 - Present
Mechanics Bank April 2003 - Present
HAL Investments May 1993 - December 2000
Berkeley Govett 1986 - 1993
Wells Fargo Bank 1983 - 1986
The Boston Consulting Group 1980 - 1983
Energy and Environmental Analysis 1976 - 1978
Skills
Wealth Management..., Portfolio Management, Capital Markets, Management, Credit Analysis, Investment Management, Project Management, Due Diligence, Mergers & Acquisitions, Banking, Business Planning, Financial Analysis, Wealth Management, Business Development, Investment Advisory, Strategic Planning, Investments, Valuation
Education
University of California, Berkeley 1978 — 1980
Masters of Business Administration, Finance and Applied Econommics
Harvard University 1971 — 1976
Bachelor of Arts (BA), Economics
Mechanics Bank September 2011 - December 2014
Bank Vision June 1997 - August 2011
Comerica Bank 1994 - 1997
Pacific Western Bank formerly County Bank of Santa Cruz 1978 - 1993
Skills
Banking, ACH, Treasury Management, Financial Services, Credit Cards, Internet Banking, Operational Risk..., Internal Audit, Auditing, Business Continuity, Operational Risk, Payments, Finance, Management, Commercial Lending, Financial Analysis, Leadership, Small Business Lending, Risk Management, Financial Risk
Education
San Jose State University 1976 — 1977
Business
Gavilan College 1974 — 1976
General Education
Columbia River High School 1973 — 1974
Charles Schwab April 2013 - Present
Charles Schwab November 2011 - March 2013
First Republic Bank January 2011 - September 2011
Mechanics Bank May 2010 - August 2010
Charles Schwab January 2006 - February 2009
Mike McCall Landscape, Inc. January 2004 - December 2005
Tighe Drayage Company May 2002 - December 2003
Charles Schwab January 1990 - April 2002
Skills
Project Management, Vendor Management, Banking, Strategy, CRM, Operations Management
Education
San Francisco State University 1983 — 1986
BA, Economics
Kleshinski, Morrison & Morris, LLP 2005 - Present
Mechanics Bank 2000 - 2005
Butler County Controller's Office 1993 - 1999
Fed One Savings Bank 1986 - 1988
Grant Thornton LLP 1979 - 1986
Skills
Auditing, Internal Controls, Accounting, Internal Audit, Financial Statements, Banking, Financial Planning, Management
Education
Miami University 1975 — 1979
BS, Accountancy
St. Peter's High School 1971 — 1975
Mechanics Bank December 2005 - Present
Union Bank of California October 2000 - December 2005
Skills
Trust Services, Wealth Management, Commercial Lending, Small Business Lending, Public Speaking, Banking, Estate Planning, Investment Management, Investments, Portfolio Management
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
Sonoma State University 1990 — 1993
Bachelor of Arts, Business Mgmt- Accounting, Cum Laude
Millbury Savings Bank June 2014 - Present
Bay State Savings Bank February 2001 - June 2014
Millbury Savings Bank February 1997 - February 2002
BankBoston January 1989 - January 1998
Mechanics Bank 1993 - 1995
Skills
Mortgage Lending, Loans, Budgets, Real Estate, Business Development, Banking, Mortgage Servicing, Risk Management, Portfolio Management, Strategic Planning, Training, Management, Executive Management, Commercial Banking, Lines Of Credit, Consumer Lending, Commercial Lending, Retail Banking, Sales, Small Business Lending, Credit, Branch Management, Commercial Mortgages, Cross Selling, Refinance, Small Business, Credit Risk, Financial Analysis, Loan Origination, Branch Banking, FHA, Cash Management, Relationship Management, Mortgage Banking, Residential Mortgages, Credit Analysis, Finance, FHA financing, Underwriting, Loss Mitigation, Real Estate Financing
Education
Nichols College 2005 — 2008
Business
Babst, Calland, Clements and Zomnir, P.C. December 2011 - November 2012
Tucker Arensberg, P.C. March 2011 - December 2011
Heald College January 2009 - February 2011
Mechanics Bank October 2006 - August 2008
First American Title February 2005 - September 2006
Ross Professional Services, Inc. May 1994 - December 2004
Penn Commercial Business and Technical School 1995 - 1996
Peacock Keller & Ecker, LLP 1987 - 1994
Greenlee, Derrico, Posa & Harrington 1981 - 1987
Skills
Real Estate, Leadership, Research, Legal Research, Microsoft Word, Leases, Public Speaking, Civil Litigation, Titles, Teaching, Management, Microsoft Office, PowerPoint, Training, Supervisory Skills, Microsoft Excel, Administration, Academic Advising, Event Planning, Customer Service, Fundraising, Title Opinions, Title Searches, Editing, Instructional Design, Time Management, Word, Excel, Intranet Quorum
Education
Robert Morris University 1987 — 1989
certificate of completion, Paralegal Studies
Thiel College 1976 — 1981
B.A., Business Administration
Mohegan Council January 2008 - Present
The Landmark September 1998 - Present
Worcester Telegram and Gazette September 1995 - May 1998
Mechanics Bank 1991 - 1993
Education
Fitchburg State University 1984 — 1988
BS, English
Fisher Center for Real Estate & Urban Economics December 2012 - Present
Mechanics Bank October 2009 - February 2012
Mechanics Bank June 1996 - September 2009
Mechanics Bank March 1990 - May 1996
Manett-Farrow, Inc. August 1987 - March 1990
Koret of California September 1984 - July 1987
Levi Strauss & Co. August 1982 - August 1984
Skills
Business Development, Donor Stewardship, Project Coordination, Portfolio Management, Board of Director..., Department Budgeting, Financial Analysis, Problem Solving, Operations Management, Process Improvement, Office Management, Supervising, Training, Customer Service, Commercial Real Estate, Credit Analysis, Credit Risk, Financial Risk, Loans, Loan Origination, Underwriting, Commercial Banking, Construction Loans, Credit, Management, Analysis, Commercial Lending, Finance, Strategic Planning, Pricing, Asset Management, Investments, Forecasting, Mortgage Lending, Commercial Mortgages, Financial Structuring, Cash Management, Foreclosures, Collections, Loan Modifications, Loan Documents, Restructuring, Asset Managment, Production Planning, Inventory Management, Product Development, Product Management, Fashion
Education
Fashion Institute of Design & Merchandising 1980 — 1982
AA, Merchandising/Marketing, 4.0
Robert Half Technology December 2013 - Present
Mechanics Bank October 2010 - November 2013
First Republic Bank July 2006 - April 2010
Bank of Walnut Creek June 2002 - July 2006
Motorola January 2000 - November 2001
Skills
Active Directory, Firewalls, Information Security, IDS, Disaster Recovery, Network Security, Visio, Linux, Windows, Networking, Troubleshooting, Project Management, Risk Management, TCP/IP, Monarch Pro Data Mining, Security Incident..., SIEM Tools, Security Log Managment..., Boolean Logic & Formulas, Advanced Excel skills, AntiVirus, Databases, Operating Systems, Systems Administration, Banking and Financial..., Financial Audits, Enterprise Risk..., Risk Assessment, Penetration Testing, Vulnerability Assessment, Vulnerability Scanning, Vulnerability Management, Security, Integration, Information Technology, Cisco Technologies, Information Security..., System Administration, Antivirus, Software Documentation, Help Desk Support, Enterprise Architecture
Education
Oregon State University
Bachelor of Science, Business Adminstration
Montecito Bank & Trust May 2011 - Present
Mechanics Bank May 2001 - May 2011
Skills
Small Business Lending, Loans, Banking, Commercial Lending, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Wealth Management, Underwriting
Education
San Francisco State University
Bachelors of Science, Business Administration
Mechanics Bank May 2002 - June 2010
IFSA 1988 - 2004
IFSA 1988 - 2004
Union Bank of California 1989 - 2001
Crocker National Bank 1983 - 1985
The Bank of California, N.A. 1978 - 1983
Skills
Compliance, Banking, Risk Management, Strategic Planning, Product Development, International Trade, Problem Solving, Microsoft Office, Trade Finance, Operations Management, Letters Of Credit, Policy, Product Management, Risk, Coaching, Budgeting, Team Building, Financial Risk, Letters of Credit, Budgets, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Credit Risk
Education
Saint Mary's College of California 1969 — 1973
BA, Economics
Bay Commercial Bank, Escrow Services Department March 2015 - Present
Eagle Associates Co. November 2011 - Present
First Corporate Solutions September 2012 - March 2015
Sacramento Valley Paralegal Association 2014 - 2014
Escrow Association of San Gabriel Valley 2013 - 2014
Los Angeles Paralegal Association 2012 - 2014
Mechanics Bank May 2000 - November 2011
Escrow and Title Insurance Industry 1990 - 1999
Skills
Account Sourcing,..., Due Diligence
Education
Cannon Financial Institue 2010 — 2011
Certified Wealth Strategist
Iowa State University 1972 — 1975
BS, Outdoor Recreation Resources
U.S. Department of State May 2009 - Present
The Bar Association of San Francisco October 2002 - Present
Mechanics Bank September 2005 - September 2008
Nurserymen’s Exchange June 2000 - April 2005
Answerthink Consulting September 1998 - August 1999
Education
San Francisco State University 2002 — 2005
Paralegal Certificate, 2005
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Marketing Management
Stanford University May 2015 - Present
Stanford University October 2012 - April 2015
Mechanics Bank August 2011 - October 2012
Walgreens January 2010 - July 2011
Walgreens April 2007 - January 2010
Walgreens January 2005 - April 2007
Walgreens February 2003 - January 2005
Education
Keller Graduate School of Management of DeVry University 2015 — 2018
Master’s Degree, Network and Communications Management
Mechanics Bank June 1996 - Present
Skills
Loans, Banking, Commercial Banking, Small Business Lending, Retail Banking, Customer Service, Credit, Team Building, Commercial Lending
Education
Saint Mary's College of California
PromoShop October 2013 - Present
Clegg Promo August 2012 - October 2013
Research Now November 2011 - August 2012
PromoShop May 2010 - October 2011
Republic Airways Holdings, Inc. August 2009 - May 2010
Quintessentially February 2009 - May 2009
Executive Counsel June 2008 - August 2008
Mechanics Bank June 2007 - August 2007
Skills
Promotions, Research, Production, PowerPoint, Word, Excel, Customer Service, Customer Relations, Microsoft Office, Teamwork, Budgeting, Outlook, Writing, Budgets, Microsoft Excel
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
BBA, Business Administration, Marketing
Jakarta International School
Mechanics Bank 2014 - 2015
Farmers Citizens Bank September 2007 - March 2014
Dixon, Davis, Bagent and Co. January 2001 - September 2007
Heartland Bank June 1997 - December 2000
BISYS Fund Services February 1993 - May 1997
Bank One October 1986 - February 1993
Education
Ohio Northern University 1974 — 1978
BA
Mechanics Bank June 2010 - February 2015
The Change Group International June 2000 - June 2010
New York Foreign Exchange Inc. June 1998 - May 2000
Skills
Microsoft Word, Customer Service, Microsoft Excel, Human Resources
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
UC Berkeley January 2014 - Present
UC Berkeley June 2012 - January 2014
Hewlett-Packard April 2010 - June 2012
Mechanics Bank June 2009 - February 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Data Analysis, Analysis, Team Leadership, Project Management, Financial Analysis, Strategic Planning, Budgets, Leadership, Business Analysis, Negotiation, Management, SAP, Risk Management, Financial Reporting, Program Management, Process Improvement, Forecasting, Accounting
Education
UC Berkeley 2013 — 2014
Project Management
San Francisco State University 2006 — 2009
Bachelor of Science (BS), Accounting and Finance
Mechanics Bank March 2005 - Present
Bank of America December 1992 - January 2005
Bank of America September 1983 - December 1992
Education
Humboldt State University 1981 — 1983
BA, Economics
Santa Rosa Junior College 1979 — 1981
Kaiser Permanente June 2015 - Present
Rose International, Client Kaiser Permanente January 2014 - June 2015
Mechanics Bank June 2013 - December 2013
Mechanics Bank January 2008 - June 2013
Mechanics Bank September 2000 - December 2007
Mechanics Bank August 1994 - August 2000
Mechanics Bank 1992 - 1994
Mechanics Bank 1990 - 1992
Mechanics Bank 1989 - 1990
Mechanics Bank 1987 - 1990
Skills
Banking, Project Management, Risk Management, Vendor Management, Internet Banking, Portfolio Management, Leadership Development, Analysis, Strategic Planning, Negotiation, Program Management, Retail Banking, Data Analysis, Change Management, Performance Management, Financial Analysis, Operations Management, Software Project..., Visio, Customer Service, Salesforce.com, Market Research, Mobile Banking, Financial Risk, New Business Development, Commercial Lending, Management, Strategic Financial..., Loans, Asset Managment, Product Management, Construction Management, Retail, Consumer Lending, Facilities Management, Procurement, Sourcing, Microsoft Office, MS Project, vis, AutoCAD, por, Resource Management
Education
St. Mary's College of California 1987 — 1989
Bachelor of Arts (BA), Management
Pacific Coast Banking School 1993 — 1995
Certificate, Commercial Banking
Contra Costa Community College 1983 — 1985
Associate of Arts (AA), Management
Management Concepts 2000 — 2001
Certificate, Project Management
Mechanics Bank February 2015 - Present
Ontario Y Childcare September 2012 - October 2013
Wonderland English Academy August 2006 - December 2011
Skills
Teaching, Lesson Planning, Classroom Management, Classroom, Tutoring, Literacy, Childcare, Spanish
Education
Mount Vernon Nazarene University 2013 — 2014
Master of Business Administration (MBA)
Ohio Wesleyan University 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Mechanics Bank July 1999 - Present
Mechanics Bank July 1991 - Present
Skills
Microsoft Excel, Outlook, Retail Banking, Access, Microsoft Word, Microsoft Office, Project Management, Banking, Inventory Management, Loans, Photoshop, Financial Analysis, Human Resources, Strategic Planning, System Administration, Visio, Lotus Notes, Sales Management, Accounts Receivable, Windows, SQL
Education
JFK University
Looking for Job Opportunities 2014 - Present
Zeisler, Zeisler, Rawson & Johnson LLP 2013 - 2014
Exchange Bank 2008 - 2012
Mechanics Bank 1996 - 2008
Skills
Project Management, Organization, Efficiency, Banking, Investments, Financial Analysis, Estate Planning, Portfolio Management, Strategic Financial..., Customer Service, Wealth Management, New Business Development, Trust Services, Investment Management, Loans, Risk Management
Education
Santa Rosa Junior College
Associate's Degree, General Education
University of California, Davis
Bachelor's Degree, Agricultural and Managerial Economics
Western Independent Bankers June 2014 - November 2014
Mechanics Bank 2006 - 2014
Bank of America 2000 - 2004
Bank of America 1998 - 2000
Bank of America 1988 - 1998
Bank of America 1978 - 1988
Skills
Retail Banking, Financial Analysis, Credit policy..., Commercial lending, Small business lending, Project management, Credit Training, Management training, Process development, Change management, Corporate giving, Change Management, Project Management, Management, Financial Risk, Finance, Mortgage Lending, Management Development, Process Simulation, Leadership, Internet Banking, Philanthropy, Credit Risk, Loan Origination, Commercial Lending, Small Business Lending
Education
Saint Mary's College of California 1980 — 1982
MBA, Management
University of California, Berkeley
BA, Interdisciplinary Subjects
BOMAG USA, LLC 1998 - Present
Dufrane Nuclear Shielding, Inc. 1995 - 2007
Mechanics Bank 1989 - 1995
Education
University of Hartord 1974 — 1977
MBA, Finance/Accounting
Niagara University 1962 — 1966
BA, History, Economics
ZeroChaos January 2014 - Present
ZeroChaos August 2012 - December 2013
Mechanics Bank August 2010 - August 2012
Mechanics Bank December 2007 - August 2010
Skills
Customer Service, Relationship Management, Leadership, Banking, Lotus Notes, Loans, Microsoft Office, Process Improvement
Education
John F. Kennedy University 2009 — 2011
Bachelor’s Degree, Business Administration
Solano Community College
Associate’s Degree, Psychology
Solano Community College
Associate’s Degree, Liberal Arts
Mechanics Bank January 2012 - Present
Ameritech Mortgage January 2001 - December 2010
Wells Fargo Bank 1999 - 2000
Washington Mutual Bank 1993 - 1999
Skills
Long-term Customer..., Sales Management, Salesforce.com, Microsoft Office, Mortgage Banking, Public Speaking, Musicians
Education
San Joaquin Delta College 1980 — 1982
Sacramento Theological Seminary
Bachelor of Arts (BA)
Bank of Marin October 2014 - Present
Mechanics Bank June 2010 - October 2014
Wells Fargo April 2003 - May 2010
GE Capital January 2000 - March 2003
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Small Business Lending, Banking, Underwriting, Treasury Management, Loan Origination, Commercial Mortgages, Mortgage Lending, Credit Risk, Lines Of Credit, Wealth Management, Loans, SBA, Consumer Lending, Mortgage Banking, Relationship Management
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Political Science
Miramonte HS 1972 — 1976
Mechanics Bank July 2005 - September 2012
Mechanics Bank January 2005 - September 2012
WEST AMERICA BANK January 1999 - January 2005
Bank of America January 1996 - January 1999
Skills
Database Marketing, Financial Reporting, Financial Analysis, Auditing, Test Automation, Data Analysis, Programming, Access, Microsoft Excel, FoxPro, System Testing, Database Administration, SQL, Raddon-MCIF
Education
San Francisco State University 1978 — 1981
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT
Goodwill Industries May 2013 - July 2015
Mechanics Bank 2005 - 2012
Skills
Data Analysis, Databases, Business Analysis, Analysis, Report Writing, Data Mining, Marketing, Financial Reporting, Human Resources Systems, Payroll and Timecard...
Education
San Francisco State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Mechanics Bank April 2013 - Present
Education
Saint Mary's College of California 2009 — 2013
HD Vest October 2009 - Present
Mechanics Bank April 2000 - October 2009
BISYS Brokerage September 1999 - April 2000
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Investment Advisory, Series 63, Asset Allocation, Financial Advisory, Estate Planning
Education
Golden Gate University 2003 — 2004
Finance and Federal taxation
Solano Community College 1989 — 1991
Business Administration and Management, General
Pacific Coast Bankers' Bank June 2007 - Present
Mechanics Bank 1987 - 2006
Skills
Credit, Commercial Banking, Loans, Banking, Credit Analysis, Credit Risk, Portfolio Management, Commercial Lending, Treasury Management, Financial Institutions, Commercial Mortgages, Small Business Lending, Retail Banking, Financial Risk, Asset Based Lending
Education
St. Mary's College of California
Bachelor of Arts (B.A.), Bachelor of Science (B.S.), Business Administration, Economics, Magna cum Laude
University of Southern California
Master of Business Administration (M.B.A.), Corporate Finance
Wells Fargo Business Banking Group April 2004 - May 2014
Mechanics Bank July 2003 - December 2003
Eureka Bank/Bayview Bank/USBank September 1994 - July 2003
Wells Fargo Bank April 1975 - August 1994
Skills
Banking, Credit, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Relationship Management, Retail Banking, Risk Management, Business Analysis
Education
San Francisco State University 1972 — 1976
Bachelor of Arts (BA), Speech and Hearing, Cum Laude