New Resource Bank
Industry: Commercial banking company
DescriptionNew Resource Bank is a San Francisco, California-based bank which is a part of Amalgamated Bank. The bank is insured by the Federal Deposit Insurance Corporation and offers a range of commercial loan ... Parent organization: Amalgamated Bank Headquarters: San Francisco, CA
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New Resource Bank Employees
New Resource Bank June 2014 - Present
United Labor Bank May 2011 - March 2012
First Republic Bank May 2008 - May 2009
Skills
Banking, Credit, Customer Service, Deposits, Retail Banking, Financial Services, Consumer Lending, Sales
Education
Santa Rosa Junior College 2002 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Cienega Capital June 2015 - Present
Commons Stock July 2012 - Present
Nutiva November 2013 - Present
New Resource Bank July 2013 - Present
Mary's Gone Crackers November 2012 - Present
City Fresh Foods December 2014 - Present
Permaculture Credit Union January 2013 - September 2014
RSF Social Finance October 2011 - June 2012
RSF Social Finance January 2005 - June 2012
ShoreBank Advisory Services 2000 - 2005
Skills
Social Entrepreneurship, Entrepreneurship, Due Diligence, Strategic Planning, Venture Capital, Business Development, Corporate Social..., Nonprofits, Microfinance, Community Development, Start-ups, Sustainability, Business Planning, Strategic Partnerships, Philanthropy, Non-profits, Financial Modeling, Economic Development, Financial Analysis, Investments, Social Enterprise, Portfolio Management, Business Strategy, Private Equity, Management Consulting, Sustainable Business, Corporate Finance
Education
The University of Chicago 1998 — 2000
MPP, Public Policy
University of California, Berkeley 1991 — 1995
BA, Social Welfare
UN Women Multi-Country Office Central Asia March 2015 - Present
PYXERA Global February 2014 - Present
New Resource Bank July 2013 - August 2013
Hult International Business School January 2013 - August 2013
"Digital TV", LLP December 2011 - August 2012
Intrax Centers October 2010 - August 2011
SIFE - Students in Free Enterprise (ENACTUS) October 2006 - May 2010
DANAKE Inc. January 2010 - April 2010
Skills
Team working, Planning,..., iMovie, Final Cut Pro X, Social Entrepreneurship, Event Management, Leadership, Business Development, Russian, Project Planning, Intercultural..., International Project..., Spanish, International Relations, Business Strategy, Corporate Social..., Entrepreneurship
Education
Hult International Business School 2012 — 2013
Masters Degree, Social Entrepreneurship
University of International Business, Accounting and Audit 2006 — 2010
Bachelor, Accounting and Audit
Bank of America February 2014 - Present
Bridge Bank March 2011 - February 2014
New Resource Bank 2010 - 2011
Hornblower Cruises & Events 2009 - 2010
Alliance Bank 2004 - 2008
Skills
Credit Analysis, Management, Leadership, Program Management, Risk Management, Sustainability, Portfolio Management, Strategic Planning
Education
Presidio Graduate School 2009 — 2010
Sustainable Management
University of California, Irvine 2005 — 2006
LCDM, Light Construction & Development Management Certificate Program
University of Arizona 2000 — 2004
New Resource Bank August 2015 - Present
New Resource Bank September 2013 - July 2015
New Resource Bank August 2012 - September 2013
New Resource Bank April 2010 - August 2012
New Resource Bank October 2007 - March 2010
World Savings 2007 - 2007
Skills
Banking, Customer Service, Risk Management, Strategic Planning, Business Development, Project Management, Marketing, Microsoft Excel, Non-profits, Nonprofits, Training, Sales, Business Planning, Leadership, Management Consulting
Education
University of California, Berkeley 2004 — 2006
BA, Sociology
Cabrillo College 2001 — 2004
AA, Sociology
William O'Neil + Co. Inc. January 2012 - Present
New Resource Bank January 2010 - January 2012
Skills
TSQL Programming, SSIS Development, Database Maintenance, C# Programming, SSRS Development, ASP.NET Web Application..., SSIS, T-SQL, C#, SSRS, SQL, Data Warehousing, SQL Tuning, Databases, ASP.NET, SDLC, Agile Methodologies, Stored Procedures, Requirements Analysis, Business Analysis
Education
San Francisco State University 2008 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering
Enterprise Bank (Enterprise Bancorp) July 2012 - Present
Root Capital February 2009 - Present
Alliance of Chief Executives October 2011 - July 2012
New Resource Bank July 2010 - July 2012
Ansin Consulting Group February 2010 - July 2012
Enterprise Bank (Enterprise Bancorp) February 1994 - July 2012
Norwood Custom Cabinetry Co January 2002 - June 2007
United Site Services January 2000 - October 2004
Two Ten Footwear Foundation 1997 - 2003
Ansewn Shoe Company January 1997 - January 2000
Skills
Strategic Planning, Finance, Investments, Strategy, Nonprofits, Fundraising, Financial Analysis, Leadership, Banking, Public Speaking, Entrepreneurship, Event Planning, Customer Service, Leadership Development, Marketing Strategy, Team Building, Budgets, Public Relations
Education
Harvard University 2005 — 2006
MPA, Public Administration
Harvard University Kennedy School of Government 2005 — 2006
Masters of Public Administration
University of Massachusetts, Amherst 1983 — 1987
BS, Political Science
New Resource Bank March 2009 - Present
1st Pacific Bank 2001 - 2008
Bank of America 1976 - 1986
Skills
Banking, Sustainability..., Ethics, Venture Capital, Social Entrepreneurship, Sustainable Business, Non-profits, Entrepreneurship, Sustainability, Cleantech, Strategic Planning, Risk Management, Business Development, Commercial Lending, Financial Analysis, Strategy, Financial Modeling, Finance, Nonprofits, Executive Management, Leadership, Start-ups, Corporate Development, New Business Development, Corporate Social..., Credit, Investments, Start-up Ventures, Mergers & Acquisitions, Loans, Financial Services, Renewable Energy, Strategic Partnerships, Portfolio Management, Management Consulting, Business Strategy, Business Planning, Private Equity, Fundraising, Social Enterprise, Philanthropy, Solar Energy, Small Business, Due Diligence, Public Speaking, Social Innovation
Education
UC Berkeley 1974 — 1976
MLA, Environmental Planning
Stanford University 1968 — 1972
BA, Human Biology
New Resource Bank December 2012 - Present
Sterling Savings Bank March 2011 - December 2012
Wells Fargo May 2004 - March 2011
Skills
Credit, Banking, Commercial Banking, Loans, Financial Analysis, Credit Analysis, Loan Origination, Credit Risk, Commercial Lending, Risk Management, Underwriting
Education
Santa Rosa Junior College
Sonoma State University
BS, Business Administration
SmartBiz. May 2015 - Present
New Resource Bank March 2014 - May 2015
Heritage Bank of Commerce November 2012 - February 2014
Aviat Networks November 2010 - May 2011
RBC Wealth Management June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Kumon Math & Reading Center May 2007 - January 2009
Skills
Financial Analysis, Data Analysis, Commercial Banking, Cash Flow, Finance, Financial Modeling, PowerPoint, Financial Reporting, Accounting, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Banking
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma, General Studies
IAB March 2014 - Present
Bon Appétit, Conde Nast June 2012 - January 2014
MediaVest April 2010 - June 2012
EcoTuesday April 2009 - January 2010
New Resource Bank February 2007 - January 2010
Meredith Corporation 2010 - 2010
Skills
Copywriting, Advertising, Magazines, Integrated Marketing, Marketing, Public Relations, Media Relations, Event Planning, Market Research, Publishing, Public Speaking, Leadership, Entrepreneurship, Media Buying, Start-ups, Sales, Digital Media, Digital Marketing, Broadcast, Online Advertising, Social Media Marketing, Digital Strategy, Media Planning, Advertising Sales, Email Marketing, Online Marketing, Brand Development, Content Strategy, New Media, Social Media
Education
University of Colorado Boulder 2001 — 2005
BA, English/Women's Studies
De Mare Associates July 2013 - Present
U.S. Green Building Council 2013 - Present
New Resource Bank 2014 - 2015
Honeywell International August 2010 - August 2013
Greenstart 2011 - 2013
City and County of San Francisco April 2009 - September 2010
EnerNOC June 2008 - May 2009
Ecology Action January 2007 - June 2008
Real Estate eBroker Inc. California January 2005 - January 2007
Hotel and Gaming Management December 2003 - January 2006
Skills
Energy Efficiency, Renewable Energy, Sustainability, Energy Management, Start-ups, Program Management, Energy, Strategy, Green Building, Business Development, Marketing Strategy, Cleantech, Leadership, Solar Energy, Strategic Partnerships, Sales, Energy Policy, Integration, Negotiation, Sales Management, Vendor Management, Environmental Awareness, Operations Management, Entrepreneurship, Energy Conservation, Procurement, Sustainable Business, SaaS, Start-up Ventures, Project Management, Energy Audits, Six Sigma, Marketing, Non-profit Leadership, Contract Negotiation, Process Improvement, Product Development, LEED, Energy Procurement, Team Building, Sustainable Energy, Mergers & Acquisitions, Engineering, Alternative Energy, Emission Inventories, Smart Grid
Education
Stanford Graduate School of Business 2012 — 2013
Masters, Energy Innovation and Emerging Technologies, 4.0
Marylhurst University 2009 — 2011
Master of Business Administration (M.B.A.), Renewable Energy and Smart Grid, 4.0
Presidio Graduate School 2008 — 2009
Executive Leadership Certificate, Executive Management, 4.0
Sonoma State University 2002 — 2005
Bachelor of Science (B.S.), Energy Management and Design
San Diego State University-California State University 2000 — 2002
Computer Engineering
Live Culture Co & Eat Real Festival October 2009 - Present
Eat Real Festival July 2009 - September 2009
New Resource Bank August 2006 - July 2009
Wells Fargo September 2003 - August 2006
Za Spot August 1995 - December 2002
Charlittles: Little Cookies -- Lotta Taste September 1993 - August 1998
Skills
Entrepreneurship, Ethics, Non-profits, Project Management, Strategic Planning, Sustainability, Maximizer, Business Development, Marketing, Public Speaking, Event Planning, Social Media, Fundraising, Social Networking, Financial Analysis, Business Planning, Management, Event Management, Budgets, Customer Service, Nonprofits, Business Strategy, Program Management, Sales, Time Management, Marketing Strategy, Public Relations, Social Media Marketing, Start-ups, Community Outreach, Volunteer Management
Education
California Culinary Academy 1983 — 1984
BA, Culinary Degree, Hotel & Restaurant Business Degree
University of Oregon 1979 — 1983
English
Desert Schools Federal Credit Union July 2008 - June 2014
New Resource Bank September 2006 - December 2007
US Bank July 2004 - September 2006
Old Monterey Inn January 1988 - September 2004
US Bank Home Mortgage February 2003 - July 2004
US Bank April 1998 - February 2004
Wells Fargo Bank February 1991 - April 1998
Alumax Extrusions September 1989 - October 1990
Skills
Banking, Marketing, Product Development, Loans, Human Resources, Commercial Banking, Business Development, Finance, Management, Leadership, Training, Team Building, Portfolio Management, Start-ups, Strategic Planning, Mortgage Lending, Credit
Education
Monterey Institute of International Studies 1987 — 1989
MBA, International Finance & Accounting, Marketing and Spanish
Judson University 1979 — 1982
BA, Business Administration and Fine Arts
New Resource Bank April 2012 - Present
Chase May 2010 - April 2012
Fifth Third Bank April 2009 - May 2010
Fifth Third Bank November 2007 - April 2009
Fifth Third Bank October 2007 - April 2009
Skills
Banking, Finance, Management, Training, Customer Service, Coaching, Strategy, Leadership, Portfolio Management, Commercial Banking
Education
The Ohio State University 2005 — 2009
BA, Arabic and Middle East Studies
New Resource Bank January 2015 - Present
New Resource Bank February 2014 - January 2015
Syufy Enterprises June 2011 - February 2014
Solar Richmond August 2010 - June 2011
Ally Bank (fka GMAC Financial Services) January 2006 - March 2010
Ally Bank (fka GMAC Financial Services) October 2004 - January 2006
Wells Fargo Capital Finance January 2004 - October 2004
University of North Texas January 2002 - January 2003
Skills
Financial Analysis
Education
University of North Texas
B.S, Mathematics
Advanced Microgrid Solutions April 2015 - Present
AutoGrid Systems December 2013 - March 2015
Greensmith Energy Management Systems December 2011 - November 2013
RTP Controls August 2011 - December 2011
Stanford University September 2010 - June 2011
Pacific Gas & Electric December 2009 - July 2010
Pacific Gas & Electric August 2008 - December 2009
Transportation Sustainability Research Center May 2007 - May 2008
Renewable & Appropriate Energy Lab January 2006 - October 2006
New Resource Bank May 2006 - September 2006
Skills
Renewable Energy, Energy, Project Management, Smart Grid, Strategy, Proposal Writing, Product Management, Demand Response, Energy Storage, Data Analysis, Policy Analysis, Business Development, Solar Energy, Energy Management, Start-ups, Wind, Sustainability, Energy Policy, Sustainable Energy, Entrepreneurship, Cleantech, Energy Efficiency, OpenADR
Education
Stanford University 2010 — 2011
MS, Management Science & Engineering
University of California, Berkeley 2004 — 2008
BA, Economics
New Resource Bank September 2013 - Present
Boston / Borel Private Bank & Trust Compancy May 2006 - February 2013
Bank of America July 1976 - May 2006
Skills
Retail Banking, Risk Management, Strategy, Credit, Strategic Planning, Recruiting, Loans, Management, Financial Risk, Financial Reporting, Forecasting, Executive Management, Finance, Commercial Banking, Banking, Auditing, Budgets, Financial Services, Financial Analysis, Financial Accounting, Internal Audit, Team Management, Analysis, Commercial Lending, Credit Analysis, Financial Modeling, Due Diligence, Credit Risk, Cash Management, Investments, Private Banking, Valuation, Asset Based Lending, Mergers & Acquisitions
Education
Golden Gate University 1980 — 1981
Master of Business Administration (M.B.A.), Management / Finance
San Francisco State University 1972 — 1974
Bachelor's degree, Business /Marketing
Ideas Transformed June 2009 - Present
Mission Investors Exchange April 2015 - July 2015
City of Berkeley June 2014 - December 2014
City and County of San Francisco June 2014 - August 2014
New Resource Bank April 2014 - June 2014
Michael C. Fina July 2009 - March 2014
DigitalProduce, Inc. July 2007 - June 2009
Redclover Inc. August 2001 - July 2007
Skills
Web Project Management, Customer Relations, Creative Problem Solving, E-commerce, Web Design, Web Development, Production, Photoshop, Business Strategy, Customer Service, Social Media Marketing, Social Media, Strategic Planning, Online Marketing, Entrepreneurship, Social Networking, Project Management, Salesforce.com, Leadership, Program Management, Management, Strategy, Nonprofits, Public Speaking, Start-ups
Education
Presidio Graduate School 2012 — 2014
MBA/MPA, Sustainable Business Management
San Francisco State University 1998 — 2000
BA, Broadcast and Electronic Communications Arts
Yerba Buena Center for the Arts June 2015 - Present
Mission HUB LLC September 2013 - Present
Mission HUB LLC September 2013 - Present
New Resource Bank June 2013 - Present
Opportunity Finance Network August 2012 - Present
Mission Hub LLC 2011 - May 2014
Social Capital Markets January 2011 - September 2013
Pacific Community Ventures 1998 - 2010
Skills
Social Entrepreneurship, Strategic Partnerships, Investments, Finance, Social Networking, Leadership, Business Strategy, Entrepreneurship, Business Development, Small Business, Start-ups, Strategic Planning, Strategy, Venture Capital
Education
Smith College
BA, art, economics, english
New Resource Bank January 2014 - Present
InCultureParent.com November 2010 - Present
Equilibrium Capital June 2012 - December 2013
Callan Associates August 2010 - May 2012
Self-employed March 2010 - July 2010
Wolf Asset Management International September 2007 - March 2010
MACS Management and Consulting Services May 2003 - September 2007
United Nations Development Program- Human Development Report January 2002 - May 2002
HSBC formerly The Atlantic September 2001 - January 2002
United Nations Development Program- Human Development Report January 2000 - April 2001
Skills
Economics, International..., Analysis, Spanish, Research, Proposal Writing, Editing, Social Media, Qualitative Research, Public Relations, Emerging Markets, Politics, Multilingual, Data Analysis, Sustainability, Marketing, Economic Development, Report Writing, Blogging, French, Portuguese, Writing, Statistics, PowerPoint, Excel, Quantitative Analysis, SPSS, Content Marketing, Web Content Creation, Sustainable Business, Management
Education
Columbia University - School of International and Public Affairs 2000 — 2002
Master in International Affairs, International Finance
Columbia University in the City of New York 1995 — 1998
BA, Political Science
New Resource Bank October 2015 - Present
ReqRoute, Inc December 2014 - May 2015
Shreyasi Sharma Creations March 2012 - October 2012
Young and Rubicam (Rediffusion Y&R) June 2008 - October 2010
ibibo Web Pvt Ltd February 2007 - March 2008
HRnetOne Singapore October 2005 - September 2006
National Kidney Foundation Singapore March 2005 - September 2005
Bennett, Coleman & Co. Ltd. (Times of India Group) June 2002 - February 2005
Skills
Recruiting, Talent Acquisition, Employee Engagement, General HR, Leadership, Interviewing Skills, Salary negotiations, HR Policy Formulation, Human Resources, Start-ups, Executive Search, Sales, Time Management, Team Management, Hiring, Sourcing, Technical Recruiting, Exit Interviews, Strategic HR, Outstanding..., Onboarding, New Hire Orientations, Internet Media, Organizational..., Interview Skills, Compensation & Benefit, Benefits Negotiation, Management, Business Development, Headhunting, Background Checks, Social Networking, HR Policies, Full-life Cycle..., Phone Screening
Education
Lal Bahadur Shastri Institute of Management, Delhi 2000 — 2002
PGDM, Marketing & HR
Delhi University 1996 — 1999
B.A.(Hons), Economics
L'Alliance Francaise de Delhi 2003 — 2004
Diploma, French Language
Goethe Institut 2009 — 2010
A1 Level Certificate, German Language and Literature
The Mother's International School 1982 — 1996
High School
YMCA Kuala Lumpur
HRCI 2015 — 2015
Senior Professional in Human Resources, Human Resources, SPHR
New Resource Bank July 2007 - Present
Creditanstalt Bankverein 1988 - 2000
Mellon Bank 1974 - 1985
Education
Penn State University 1972 — 1973
MBA, Finance-Marketing
John Carroll University 1968 — 1972
BS in Business Administration
Clean Energy Advantage 2010 - Present
California Clean Energy Fund 2010 - Present
Christensen Fund 2009 - Present
Climate Action Reserve 2007 - Present
New Resource Bank 2006 - Present
Credit Suisse First Boston 1998 - 2002
JPMorgan Chase 1995 - 1999
Skills
Venture Capital, Sustainability, Private Equity, Mergers & Acquisitions, Corporate Social..., Entrepreneurship, Cleantech, Strategy, Start-ups, Social Entrepreneurship, Strategic Planning
Education
Princeton University
MPA, Woodrow Wilson School
University of California, Berkeley
Square 1 Bank January 2009 - Present
New Resource Bank March 2007 - December 2008
Silicon Valley Bank 2001 - 2007
eFinance Corporation 1999 - 2002
Skills
Commercial Lending, Credit, Banking
Education
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), Business/Managerial Economics
New Resource Bank June 2014 - Present
Skills
Banking, Microsoft Excel, Non-profits, Sustainability, Teamwork, Business Development, Project Management, New Business Development, Project Planning, Business Strategy, Program Management, Change Management, Customer Service, Nonprofits, Analysis, Financial Analysis, Management, Marketing, Fundraising, CRM
Education
Saint Mary's College of California 2001 — 2005
BSE, Business Administration
New Resource Bank July 2007 - Present
Education
John Carroll University 1968 — 1972
BSBA, Finance
New Resource Bank June 2011 - Present
American Savings Bank June 2009 - February 2011
KPMG AZSA LLC January 2009 - April 2009
The Pacific Business Center June 2008 - December 2008
American Savings Bank July 2008 - August 2008
Skills
Loans, Credit Analysis, Risk Management, Credit, Credit Risk, Commercial Banking, Financial Risk, Portfolio Management, Banking, Finance, Commercial Lending, Investments
Education
Indiana University Bloomington 1996 — 2000
BS, Public Affairs
University of Hawaii - Shidler College of Business 2007 — 2009
MBA, Business Administration
New Resource Bank 2010 - Present
JP Morgan Chase 2007 - 2009
The Neil Jones Food Co. 2006 - 2007
Pelco 2005 - 2006
Skills
Financial Analysis, Strategic Financial..., Analysis, Financial Modeling, Forecasting, Finance, Budgets, Management, Process Improvement, Accounting, Variance Analysis, Portfolio Management, Strategic Planning, Credit, Auditing, Accounts Receivable, Pricing, Microsoft Excel, Financial Planning
Education
California State University-Fresno 2000 — 2004
M.S., Computer Science
New Resource Bank May 2015 - Present
Summit Bank October 2013 - May 2015
Tri-Valley Bank January 2013 - June 2013
Heritage Bank of Commerce December 2009 - January 2013
Wells Fargo Bank June 2008 - December 2009
Indymac Bank 2004 - 2008
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Construction Loans, Loan Origination
Education
University of California, Berkeley
Leland, Parachini, Steinberg, Matzger & Melnick LLP 1997 - Present
New Resource Bank 2009 - 2011
New Resource Bank 2009 - 2011
Education
University of Virginia School of Law 1973 — 1976
JD, Law
Duke University 1966 — 1969
BA, Political Science
U.S. Bank February 2014 - Present
American River Bank February 2013 - February 2014
Bank of America January 2011 - February 2013
Wells Fargo Bank February 2009 - January 2011
New Resource Bank February 2008 - March 2009
Greater Bay Bank March 2003 - February 2008
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking
Education
University of Michigan 1997 — 2002
BBA, Finance & Marketing
New Resource Bank September 2006 - Present
City National Bank 2001 - 2006
Skills
Banking, Commercial Banking, Cash Management, Product Management
Education
San Francisco State University
Liberal Studies
NRG Energy January 2015 - Present
New Resource Bank June 2012 - December 2014
New Resource Bank April 2011 - June 2012
United American Bank August 2008 - April 2011
Dezyne, Inc 2003 - 2004
Skills
True Team Player, Commercial Lending, Credit, Loans, Commercial Banking, Banking
Education
San Jose State University 2005 — 2006
BS, Finance
New Resource Bank June 2010 - Present
Pan Pacific Bank May 2009 - June 2010
The Private Bank of the Peninsula October 2003 - August 2008
Bank of Los Altos September 2000 - July 2003
Bank of Los Altos January 1999 - September 2000
Skills
Cash Management, Loans, Credit Analysis, Customer Service, Loan Origination, Banking, Commercial Lending, Lines Of Credit, Financial Analysis, Small Business Lending, Strategic Planning, Risk Management, Mortgage Lending, Underwriting, Refinance, Financial Education, Commercial Banking, Structured Finance, Asset Based Lending, Commercial Mortgages, Credit, Finance, Portfolio Management, Business Development, Credit Risk, SBA, Leadership, Construction Loans, Treasury Management
Education
Stanford University 1980 — 1984
BA, History
24 Hour Fitness August 2014 - Present
New Resource Bank January 2009 - Present
The Mechanics Bank November 2007 - November 2008
Skills
Credit, Banking, Financial Analysis, Project Management, Credit Analysis, Commercial Lending, Management, Customer Service, Risk Management
Education
Diablo Valley College
In Progress, Business Management & Finance
New Resource Bank April 2014 - March 2015
Bank of Marin (fka Bank of Alameda) June 2005 - April 2014
California Bank & Trust 2003 - 2005
US Bank (fka Bay View Bank) 2001 - 2003
Asset Based/Factored Finance 1998 - 2001
Wells Fargo Bank 1992 - 1998
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Relationship Management, Loan Origination, Investment Banking, Financial Risk, Strategic Partnerships, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Executive Management, Finance, Small Business Lending, Risk Management, Banking, Sales, Due Diligence, Strategic Financial..., Mortgage Lending, Fixed Income, Real Estate, Financial Analysis, Business Development, Underwriting, New Business Development, Investment Properties, Commercial Mortgages, Consumer Lending, Cash Management, Real Estate Economics, Financial Services, Sales Management, Deposits, Valuation, Real Estate Transactions, Business Strategy, Retail Banking, Cash Flow, Wealth Management, Private Equity, Asset Management, Investments, Capital Markets, Cross Selling, Mutual Funds, Property Management, Real Estate Development
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Bristol Community College January 2015 - Present
Rockland Trust November 2012 - January 2015
New Resource Bank August 2011 - December 2012
Robert Half International December 2010 - March 2011
Woodruff-Sawyer & Co March 2002 - July 2010
Financial Interactive, Inc October 2000 - March 2002
Travelers Insurance Co October 1988 - September 2000
Skills
Microsoft Excel, PowerPoint, Property & Casualty...
Education
University of Massachusetts Dartmouth 1996 — 2000
Business Management
Bristol Community College 1989 — 1995
Associate's Degree, Business Education
Bristol Community College 1988 — 1995
Business Education
Henry Lord Jr High 1973 — 1974
University of Massachusetts
Business Management Concentration
NatureBox October 2014 - Present
NatureBox November 2013 - October 2014
New Resource Bank July 2010 - June 2013
Wells Fargo Bank June 2008 - April 2010
San Francisco Giants August 2004 - November 2007
Skills
Customer Service, Banking, Business Strategy, Start-up Environment, Financial Services, Sales, Consumer Lending, Credit, Loans, Credit Analysis, Operations Management, Account Management, Customer Acquisition, Financial Analysis, Leadership, Retail Sales, Microsoft Excel, Microsoft Office
Education
University of San Francisco 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
New Resource Bank November 2014 - Present
JPMorgan Chase Bank N.A. October 2011 - September 2014
JPMorgan Chase Bank N.A. (prior Washington Mutual Bank) December 1995 - October 2011
JP MorganChase Bank N.A. (prior Great Western Bank) January 1990 - December 1995
JP Morgan Chase Bank N.A. (prior Great Western Bank) October 1985 - January 1990
Skills
Series 6, Customer Service, Series 63, Microsoft Office, Mortgage Lending, Excel, Word, Customer Relations, FINRA Series 6, New Business Development, Sales, Relationship Building, Notary Public, Training, Investments, Banking, Loans, Microsoft Excel
Education
Skyline College
New Resource Bank January 2015 - Present
New Resource Bank January 2013 - January 2015
Umpqua Bank 2008 - 2012
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Credit, Lines Of Credit, Credit Risk, Cash Flow Lending, Asset Based Lending, Underwriting, Loan Origination
Education
University of California, Santa Barbara 2003 — 2007
Bachelor’s Degree, Economics
Bank of San Francisco September 2013 - Present
New Resource Bank December 2012 - September 2013
Circle Bank September 2011 - December 2012
Circle Bank April 2011 - September 2011
Circle Bank October 2010 - April 2011
Circle Bank April 2010 - October 2010
Bank of America 2005 - 2010
Bank of America May 2006 - February 2009
Bank of America December 2005 - May 2006
Skills
Operations Management, Small Business Lending, Credit Analysis, Banking, Sales, Credit, Loans, Office Management, Cash Management, Administrative..., Mortgage Lending, Lines Of Credit, Retail Banking, Financial Analysis
Education
University of Phoenix
New Resource Bank July 2007 - Present
First Bank July 2004 - July 2006
Bank of the West August 2002 - June 2004
Skills
Commercial Lending, Leveraged Lending, Mergers & Acquisitions
Education
John Carroll University
Bachelor of Science (BS), Business Administration and Management, General
Penn State University
Master of Business Administration (MBA), Marketing and Finance