Point Loma Credit Union
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Point Loma Credit Union Employees
Employee
Years
Job
Industry
Leah Wachna Leah Wachna's Point Loma Credit Union Experience 2006 - 2012
Job Social Media Specialist at Green Flash Brewing Co.
Industry Food & Beverages
Experience
Green Flash Brewing Co. September 2013 - Present
She Likes Beer March 2010 - Present
She Likes Beer March 2010 - Present
A7D Creative Group INC. June 2012 - September 2013
Pite Duncan, LLP February 2012 - June 2012
Point Loma Credit Union 2006 - 2012
Union Bank of California November 2005 - July 2006
Union Bank of California June 2005 - November 2005
Union Bank of California July 2003 - July 2004
Union Bank of California December 2002 - July 2003
Skills
Social Media, Social Media Marketing, Craft Beer, Creative Writing, Customer Service, Social Networking, Microsoft Word, Blogging, Event Management, Real Estate, Adobe Creative Suite, Email Marketing, Training, Marketing Strategy, Press Releases, Facebook, Management, Sales, Event Planning, Brand Development, Marketing
Education
National University
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia
North Dakota State University
San Diego Mesa College
Green Flash Brewing Co. September 2013 - Present
She Likes Beer March 2010 - Present
She Likes Beer March 2010 - Present
A7D Creative Group INC. June 2012 - September 2013
Pite Duncan, LLP February 2012 - June 2012
Point Loma Credit Union 2006 - 2012
Union Bank of California November 2005 - July 2006
Union Bank of California June 2005 - November 2005
Union Bank of California July 2003 - July 2004
Union Bank of California December 2002 - July 2003
Skills
Social Media, Social Media Marketing, Craft Beer, Creative Writing, Customer Service, Social Networking, Microsoft Word, Blogging, Event Management, Real Estate, Adobe Creative Suite, Email Marketing, Training, Marketing Strategy, Press Releases, Facebook, Management, Sales, Event Planning, Brand Development, Marketing
Education
National University
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia
North Dakota State University
San Diego Mesa College
Cherie Burrough Cherie Burrough's Point Loma Credit Union Experience September 1997 - August 2000
Job
Industry
Experience
Ashford University September 2009 - June 2012
World Financial Group (WFG) July 2007 - January 2010
Hamilton Sundstrand December 2002 - August 2008
Point Loma Credit Union September 1997 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MRP, Customer Service, Sales, Strategic Planning
Education
Ashford University 2011 — 2015
Organizational Leadership
Scripps Ranch High School 1992 — 1996
High School Diloma
Ashford University September 2009 - June 2012
World Financial Group (WFG) July 2007 - January 2010
Hamilton Sundstrand December 2002 - August 2008
Point Loma Credit Union September 1997 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MRP, Customer Service, Sales, Strategic Planning
Education
Ashford University 2011 — 2015
Organizational Leadership
Scripps Ranch High School 1992 — 1996
High School Diloma
Arthur Hodges IV, MBA Arthur Hodges IV, MBA's Point Loma Credit Union Experience April 2003 - February 2004
Job Assistant Management Analyst City of San Diego
Industry Government Administration
Experience
City of San Diego August 2015 - Present
City of San Diego February 2015 - August 2015
City of Coronado July 2013 - January 2015
LPL Financial March 2012 - July 2013
San Diego Cardiac Center August 2010 - March 2012
Redbox January 2010 - April 2011
South Bay Christian Academy September 2006 - June 2009
Mission Federal Credit Union February 2004 - July 2006
Tender Loving Care Pre-School January 2004 - May 2004
Point Loma Credit Union April 2003 - February 2004
Skills
QuickBooks, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Payroll, Cash Management, Bookkeeping, Journal Entries, Customer Service, Bank Reconciliation, Time Management, Banking
Education
University of Phoenix 2011 — 2013
Masters, Business Administration (Accounting)
San Diego State University-California State University 2002 — 2006
Bachelors, Business Administration (Financial Services)
City of San Diego August 2015 - Present
City of San Diego February 2015 - August 2015
City of Coronado July 2013 - January 2015
LPL Financial March 2012 - July 2013
San Diego Cardiac Center August 2010 - March 2012
Redbox January 2010 - April 2011
South Bay Christian Academy September 2006 - June 2009
Mission Federal Credit Union February 2004 - July 2006
Tender Loving Care Pre-School January 2004 - May 2004
Point Loma Credit Union April 2003 - February 2004
Skills
QuickBooks, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Payroll, Cash Management, Bookkeeping, Journal Entries, Customer Service, Bank Reconciliation, Time Management, Banking
Education
University of Phoenix 2011 — 2013
Masters, Business Administration (Accounting)
San Diego State University-California State University 2002 — 2006
Bachelors, Business Administration (Financial Services)
Debbie Stephens Debbie Stephens's Point Loma Credit Union Experience December 2011 - Present
Job Human Resources Generalist
Industry Banking
Experience
Point Loma Credit Union December 2011 - Present
NCHR-SD 2015 - 2015
NCHR-SD 2015 - 2015
NCHR-SD 2015 - 2015
Harborstone Credit Union November 2006 - August 2011
STCU November 2000 - September 2005
Skills
Employee Relations, Employee Benefits, Human Resources, Personnel Management, Payroll, Performance Management, Team Building, Onboarding, Benefits Administration, Credit, Training, Banking, Coaching, Organizational..., Credit Unions, Staff Development, Career Development, HRIS, HR Policies, Applicant Tracking..., Strategic HR, Employee Engagement
Education
Brandman University, Part of the Chapman University System
HR
Morse
Pierce College at Puyallup
Stratigic Human Resources - Certificate
Point Loma Credit Union December 2011 - Present
NCHR-SD 2015 - 2015
NCHR-SD 2015 - 2015
NCHR-SD 2015 - 2015
Harborstone Credit Union November 2006 - August 2011
STCU November 2000 - September 2005
Skills
Employee Relations, Employee Benefits, Human Resources, Personnel Management, Payroll, Performance Management, Team Building, Onboarding, Benefits Administration, Credit, Training, Banking, Coaching, Organizational..., Credit Unions, Staff Development, Career Development, HRIS, HR Policies, Applicant Tracking..., Strategic HR, Employee Engagement
Education
Brandman University, Part of the Chapman University System
HR
Morse
Pierce College at Puyallup
Stratigic Human Resources - Certificate
Jason Whitehouse Jason Whitehouse's Point Loma Credit Union Experience January 1996 - January 1997
Job Realtor at Keller Williams Realty SD Central Coastal
Industry Real Estate
Experience
Keller Williams Realty SD Central Coastal February 2013 - Present
AVA Concepts, LLC January 2002 - August 2015
Ascent Real Estate, Inc. June 2011 - January 2013
Green Tree Servicing January 1999 - January 2005
California Coast Credit Union January 1997 - January 1999
California Coast Credit Union January 1997 - January 1998
Point Loma Credit Union January 1996 - January 1997
Skills
Typing, Customer Experience, Real Estate, Negotiation, Customer Service, Time Management, Investment Properties, Sellers, Customer Satisfaction, Sales, Condos, Marketing, Selling, Buyers, Residential Homes, Investors, REO, Short Sales, Foreclosures, Single Family Homes, First Time Home Buyers, Property, Real Property, Home, Relocation Buyers, Custom Homes, Move Up Buyers, Buyer's Agent, Home Staging, Home Care, Buyer Broker, Buyer Education, New Home Sales, Accredited Buyer Rep, Homeowners, Assisting First Time...
Education
University of Phoenix 2013 — 2015
Bachelors of Science degree, Business Management, Senior
University of Phoenix 2009 — 2010
Bachelors, Business Management
San Diego Mesa College 1992 — 1994
Business Management
San Diego Mesa College 1992 — 1993
Psychology
Keller Williams Realty SD Central Coastal February 2013 - Present
AVA Concepts, LLC January 2002 - August 2015
Ascent Real Estate, Inc. June 2011 - January 2013
Green Tree Servicing January 1999 - January 2005
California Coast Credit Union January 1997 - January 1999
California Coast Credit Union January 1997 - January 1998
Point Loma Credit Union January 1996 - January 1997
Skills
Typing, Customer Experience, Real Estate, Negotiation, Customer Service, Time Management, Investment Properties, Sellers, Customer Satisfaction, Sales, Condos, Marketing, Selling, Buyers, Residential Homes, Investors, REO, Short Sales, Foreclosures, Single Family Homes, First Time Home Buyers, Property, Real Property, Home, Relocation Buyers, Custom Homes, Move Up Buyers, Buyer's Agent, Home Staging, Home Care, Buyer Broker, Buyer Education, New Home Sales, Accredited Buyer Rep, Homeowners, Assisting First Time...
Education
University of Phoenix 2013 — 2015
Bachelors of Science degree, Business Management, Senior
University of Phoenix 2009 — 2010
Bachelors, Business Management
San Diego Mesa College 1992 — 1994
Business Management
San Diego Mesa College 1992 — 1993
Psychology
Mitch Weingel, MBA, PMP, Lean 6 Sigma Mitch Weingel, MBA, PMP, Lean 6 Sigma's Point Loma Credit Union Experience October 1996 - Present
Job Administration | Operations | Projects | Customers | Clients | Services Leader / Team Contributor
Industry Management Consulting
Experience
dba Personalized (Senior, Family, and Business) Services November 2014 - Present
Point Loma Credit Union October 1996 - Present
dba Personalized Services July 2014 - September 2014
Inova Diagnostics January 2014 - August 2014
H&R Block December 2013 - April 2014
State of California December 2013 - February 2014
dba Personalized Services September 2009 - December 2013
Dynamex January 2008 - August 2009
Newgen / TeleTech May 2006 - February 2007
Communication Management Services May 2005 - May 2006
Skills
Operations Management, Leadership, Negotiation, Program Management, Budgets, Management, Public Speaking, Public Relations, Supervision, Customer Service..., Customer Satisfaction, Staff Development, Contract Negotiation, Team Building, Business Development, Strategic Planning, Account Management, Process Improvement, Property Management, Facilities Management, Personnel Management, Personnel Supervision, Business, Customer Service, Integration, Entrepreneurship, Business Process, Business Strategy, Sales Management, Project Management, Sales Operations, Managerial Finance, Community Outreach, Senior Services, Senior Relocation, Project Planning, Analysis, Salesforce.com, Sales, Telecommunications, Coaching, Training, P&L Management, New Business Development, Outsourcing, Marketing, Business Intelligence, Human Resources, Market Research, Sales Process
Education
University of California, San Diego 2014 — 2014
Professional Certificate in LEAN Six Sigma, LEAN Six Sigma Black Belt Certification Program
San Diego State University-California State University 2012 — 2013
Professional Certificate in Project Management, Project Management Professional (PMP) Cerification from the Project Management Institute (PMI), Certificate program
Embry-Riddle Aeronautical University
Bachelor of Science in Aeronautical Engineering, Aeronautical Engineering
San Diego State University-California State University
MBA, Business Administration and Management, General
University of California, San Diego
Certificate - Teaching English as a Foreign Language (TEFL), Teaching English as a Second or Foreign Language/ESL Language Instructor, Cerificate Program
dba Personalized (Senior, Family, and Business) Services November 2014 - Present
Point Loma Credit Union October 1996 - Present
dba Personalized Services July 2014 - September 2014
Inova Diagnostics January 2014 - August 2014
H&R Block December 2013 - April 2014
State of California December 2013 - February 2014
dba Personalized Services September 2009 - December 2013
Dynamex January 2008 - August 2009
Newgen / TeleTech May 2006 - February 2007
Communication Management Services May 2005 - May 2006
Skills
Operations Management, Leadership, Negotiation, Program Management, Budgets, Management, Public Speaking, Public Relations, Supervision, Customer Service..., Customer Satisfaction, Staff Development, Contract Negotiation, Team Building, Business Development, Strategic Planning, Account Management, Process Improvement, Property Management, Facilities Management, Personnel Management, Personnel Supervision, Business, Customer Service, Integration, Entrepreneurship, Business Process, Business Strategy, Sales Management, Project Management, Sales Operations, Managerial Finance, Community Outreach, Senior Services, Senior Relocation, Project Planning, Analysis, Salesforce.com, Sales, Telecommunications, Coaching, Training, P&L Management, New Business Development, Outsourcing, Marketing, Business Intelligence, Human Resources, Market Research, Sales Process
Education
University of California, San Diego 2014 — 2014
Professional Certificate in LEAN Six Sigma, LEAN Six Sigma Black Belt Certification Program
San Diego State University-California State University 2012 — 2013
Professional Certificate in Project Management, Project Management Professional (PMP) Cerification from the Project Management Institute (PMI), Certificate program
Embry-Riddle Aeronautical University
Bachelor of Science in Aeronautical Engineering, Aeronautical Engineering
San Diego State University-California State University
MBA, Business Administration and Management, General
University of California, San Diego
Certificate - Teaching English as a Foreign Language (TEFL), Teaching English as a Second or Foreign Language/ESL Language Instructor, Cerificate Program
Valerie Stoldt Valerie Stoldt's Point Loma Credit Union Experience March 2013 - Present
Job Financial Analyst at Point Loma Credit Union
Industry Accounting
Experience
Point Loma Credit Union March 2013 - Present
Indus Technology December 2010 - October 2011
Integrated Data Services, Inc 2006 - 2010
Midrange Computing 2000 - 2001
Skills
Financial Reporting, Accounting, Budgets, Account Reconciliation, Internal Controls, Accounts Receivable, Accounts Payable, Accruals, Finance, Financial Accounting, Management, Sarbanes-Oxley Act, QuickBooks, Bank Reconciliation, Financial Forecasting, Analysis, Revenue Recognition, Financial Analysis, Corporate Finance, Cash Management, Auditing, Forecasting, Variance Analysis, ERP, Training, Managerial Finance, Cost Accounting, Sarbanes-Oxley, Internal Audit, Consolidation
Education
University of Phoenix, Kearny Mesa, CA. 2004 — 2007
Bachelor's of Science, Accounting, 3.5 GPA
Point Loma Credit Union March 2013 - Present
Indus Technology December 2010 - October 2011
Integrated Data Services, Inc 2006 - 2010
Midrange Computing 2000 - 2001
Skills
Financial Reporting, Accounting, Budgets, Account Reconciliation, Internal Controls, Accounts Receivable, Accounts Payable, Accruals, Finance, Financial Accounting, Management, Sarbanes-Oxley Act, QuickBooks, Bank Reconciliation, Financial Forecasting, Analysis, Revenue Recognition, Financial Analysis, Corporate Finance, Cash Management, Auditing, Forecasting, Variance Analysis, ERP, Training, Managerial Finance, Cost Accounting, Sarbanes-Oxley, Internal Audit, Consolidation
Education
University of Phoenix, Kearny Mesa, CA. 2004 — 2007
Bachelor's of Science, Accounting, 3.5 GPA
Cari Weber Cari Weber's Point Loma Credit Union Experience January 2002 - June 2002
Job Mentor/Teacher
Industry Religious Institutions
Experience
Riverwest Church July 2011 - December 2011
Profits Plus LLC August 2008 - July 2011
River West Church 2011 - 2011
The Rock Church February 2005 - August 2008
The Rock Church June 2002 - April 2004
Point Loma Credit Union January 2002 - June 2002
Outback Steakhouse November 2001 - May 2002
Dr. Michael Flint Chiropractic June 2000 - May 2001
Skills
Teaching, Public Speaking, Writing, Preaching, Theology, Administration, Mentoring, Acting, Dance, Customer Service, Editing, Psychotherapy, Training, Church Events, Leadership, Fundraising, Event Planning, System Administration, Volunteer Management, Leadership Development, Biblical Studies, Social Networking, Discipleship, Nonprofits, Youth Ministry, Pastoral Care, Conflict Resolution, Missions, Religion, Community Outreach, Program Development, Event Management, Higher Education, Staff Development
Education
Multnomah University 2008 — 2011
M.A., Pastoral Studies
San Diego State University-California State University 1998 — 2001
B.A., Communication/Emphasis in Interaction Studies
San Diego Mesa College 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Riverwest Church July 2011 - December 2011
Profits Plus LLC August 2008 - July 2011
River West Church 2011 - 2011
The Rock Church February 2005 - August 2008
The Rock Church June 2002 - April 2004
Point Loma Credit Union January 2002 - June 2002
Outback Steakhouse November 2001 - May 2002
Dr. Michael Flint Chiropractic June 2000 - May 2001
Skills
Teaching, Public Speaking, Writing, Preaching, Theology, Administration, Mentoring, Acting, Dance, Customer Service, Editing, Psychotherapy, Training, Church Events, Leadership, Fundraising, Event Planning, System Administration, Volunteer Management, Leadership Development, Biblical Studies, Social Networking, Discipleship, Nonprofits, Youth Ministry, Pastoral Care, Conflict Resolution, Missions, Religion, Community Outreach, Program Development, Event Management, Higher Education, Staff Development
Education
Multnomah University 2008 — 2011
M.A., Pastoral Studies
San Diego State University-California State University 1998 — 2001
B.A., Communication/Emphasis in Interaction Studies
San Diego Mesa College 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Joseph Chargualaf Joseph Chargualaf's Point Loma Credit Union Experience August 2013 - Present
Job Point Loma Credit Union Call Center Manager
Industry Banking
Experience
Point Loma Credit Union August 2013 - Present
San Diego Association of REALTORS January 2009 - August 2013
California Coast Credit Union 2005 - 2010
San Diego National Bank 1999 - 2002
Skills
Real Estate, Foreclosures, REO, Referrals, Leadership, Short Sales, Sellers, First Time Home Buyers, Investors, Property Management, Buyers, Condos, Selling, Relocation, Mortgage Lending, Customer Service, Sales
Education
Chaminade University of Honolulu 1985 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Point Loma Credit Union August 2013 - Present
San Diego Association of REALTORS January 2009 - August 2013
California Coast Credit Union 2005 - 2010
San Diego National Bank 1999 - 2002
Skills
Real Estate, Foreclosures, REO, Referrals, Leadership, Short Sales, Sellers, First Time Home Buyers, Investors, Property Management, Buyers, Condos, Selling, Relocation, Mortgage Lending, Customer Service, Sales
Education
Chaminade University of Honolulu 1985 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Adonte Patrick Adonte Patrick's Point Loma Credit Union Experience November 2008 - November 2011
Job Financial Services Professional
Industry Financial Services
Experience
Mountain View Community Church January 2009 - November 2011
Point Loma Credit Union November 2008 - November 2011
Education
Mt. San Jacinto Community College District 2008 — 2011
AS Business Administration, Finance
Temecula Valley High School 2002 — 2006
High School Diploma
Mountain View Community Church January 2009 - November 2011
Point Loma Credit Union November 2008 - November 2011
Education
Mt. San Jacinto Community College District 2008 — 2011
AS Business Administration, Finance
Temecula Valley High School 2002 — 2006
High School Diploma
Vi H. Do Vi H. Do's Point Loma Credit Union Experience May 2003 - June 2004
Job Executive Assistant at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard September 2013 - Present
Liberty Mutual Group June 2010 - September 2013
Quality Assurance International, Inc. May 2009 - June 2010
BioBlocks, Inc July 2006 - June 2008
Convergence Systems December 2005 - May 2006
Point Loma Credit Union May 2003 - June 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Social Media, Sales, Marketing, Microsoft Word, Insurance, Budgets, Training, Event Planning, 10 Key, Project Management, Notary Public, Social Networking, Process Improvement, Project Coordination, Research, Access, Payroll, Data Entry, Data Analysis, Accounts Receivable, Leadership
Education
California State University San Marcos 2006 — 2008
B.A., Communication
Hoover 1996 — 1999
High School Diploma
Hewlett-Packard September 2013 - Present
Liberty Mutual Group June 2010 - September 2013
Quality Assurance International, Inc. May 2009 - June 2010
BioBlocks, Inc July 2006 - June 2008
Convergence Systems December 2005 - May 2006
Point Loma Credit Union May 2003 - June 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Social Media, Sales, Marketing, Microsoft Word, Insurance, Budgets, Training, Event Planning, 10 Key, Project Management, Notary Public, Social Networking, Process Improvement, Project Coordination, Research, Access, Payroll, Data Entry, Data Analysis, Accounts Receivable, Leadership
Education
California State University San Marcos 2006 — 2008
B.A., Communication
Hoover 1996 — 1999
High School Diploma
Christopher Karsten Christopher Karsten's Point Loma Credit Union Experience September 2013 - Present
Job Systems Engineer at Point Loma Credit Union
Industry Computer Networking
Experience
Point Loma Credit Union September 2013 - Present
Patenaude & Felix, APC April 2011 - September 2013
Santander Consumer USA Inc. March 2010 - March 2011
HSBC NA May 2003 - March 2010
Household International May 2002 - May 2003
Huntington Medical Foundation May 1999 - May 2002
Skills
HP Server & SAN..., HP Printer Maintenance..., Cisco Networking..., Nortel Database..., Nortel Installation &..., Nortel..., Database Administration, Nortel, Software Installation, Maintenance & Repair, HP Server, HP, Microsoft Exchange, Active Directory, Storage Area Networks, Citrix Metaframe, Lotus Notes, Windows Server, Technical Support, Servers, Cluster, Call Centers, VMware, Windows, Cisco Technologies, Troubleshooting, Software Documentation, Virtualization, Networking, Citrix, Access, Backup Exec, Cisco Routers, Data Center, Disaster Recovery, Enterprise Software, Firewalls, Help Desk Support, IT Management, IT Operations, Laptops, Microsoft SQL Server, Network Administration, Network Security, Norton Ghost, Printers, SCCM, Sonicwall, System Administration, TCP/IP
Education
University of Phoenix 2005 — 2008
BSIT, Information Technology
Pasadena City College 1999 — 2002
Associate of Science (AS), Computer Information Systems
Point Loma Credit Union September 2013 - Present
Patenaude & Felix, APC April 2011 - September 2013
Santander Consumer USA Inc. March 2010 - March 2011
HSBC NA May 2003 - March 2010
Household International May 2002 - May 2003
Huntington Medical Foundation May 1999 - May 2002
Skills
HP Server & SAN..., HP Printer Maintenance..., Cisco Networking..., Nortel Database..., Nortel Installation &..., Nortel..., Database Administration, Nortel, Software Installation, Maintenance & Repair, HP Server, HP, Microsoft Exchange, Active Directory, Storage Area Networks, Citrix Metaframe, Lotus Notes, Windows Server, Technical Support, Servers, Cluster, Call Centers, VMware, Windows, Cisco Technologies, Troubleshooting, Software Documentation, Virtualization, Networking, Citrix, Access, Backup Exec, Cisco Routers, Data Center, Disaster Recovery, Enterprise Software, Firewalls, Help Desk Support, IT Management, IT Operations, Laptops, Microsoft SQL Server, Network Administration, Network Security, Norton Ghost, Printers, SCCM, Sonicwall, System Administration, TCP/IP
Education
University of Phoenix 2005 — 2008
BSIT, Information Technology
Pasadena City College 1999 — 2002
Associate of Science (AS), Computer Information Systems
Andrea Muzzarelli's Point Loma Credit Union Experience February 2005 - July 2005
Job Marketing & Community Relations Specialist Mission Federal Credit Union
Industry Financial Services
Experience
Lonny Lu September 2012 - Present
The Whaley House Museum April 2008 - Present
Mission Federal Credit Union July 2005 - Present
Point Loma Credit Union February 2005 - July 2005
PETCO Animal Supplies, Inc. January 2004 - February 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Banking, Credit, Loan Origination, Finance, Real Estate, Training, New Business Development, Negotiation, Loan Servicing, Small Business Lending, Financial Risk, Residential Mortgages, Vendor Management, Budgets, Data Entry, Investments, Time Management, Commercial Banking, Coaching
Education
San Diego State University-California State University 2005 — 2005
Certificate, Supervisory Series
Lonny Lu September 2012 - Present
The Whaley House Museum April 2008 - Present
Mission Federal Credit Union July 2005 - Present
Point Loma Credit Union February 2005 - July 2005
PETCO Animal Supplies, Inc. January 2004 - February 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Banking, Credit, Loan Origination, Finance, Real Estate, Training, New Business Development, Negotiation, Loan Servicing, Small Business Lending, Financial Risk, Residential Mortgages, Vendor Management, Budgets, Data Entry, Investments, Time Management, Commercial Banking, Coaching
Education
San Diego State University-California State University 2005 — 2005
Certificate, Supervisory Series
Behrouz Ben Agharokh Behrouz Ben Agharokh's Point Loma Credit Union Experience May 2007 - April 2009
Job IT Manager at Trustee Corps
Industry Banking
Experience
Trustee Corps May 2009 - Present
Point Loma Credit Union May 2007 - April 2009
Washington Mutual bank April 2002 - April 2007
Orange County Teachers Federal Credit Union May 1998 - March 2002
Canadian Imperial Bank Of Commerce (CIBC) June 1995 - February 1998
Canadian Imperial Bank Of commerce (CIBC) January 1990 - June 1995
Skills
Project management, Lean Six Sigma Black..., Project Management for..., "ITIL" Information..., Local and Wide area..., Network (LAN, WAN)*..., NetApp data storage and..., CaseWare Software * FPS..., Voice over IP _ VOIP *..., Call Queue and call..., Cisco switches and..., CaseWare Software * FPS..., RAS PC Link *..., Data circuits on..., Network cabling *..., Arcserve IT Backup ..., Zip Utilities PC..., Remote support tools-Go..., Network monitoring and..., IP and Analog Camera..., Biometric Keypad access..., Security, Project Management, Communication, VMware Server, Network Security, VMware, Disaster Recovery, Active Directory, Six Sigma, VoIP, WAN, Routers, Integration, ITIL, Data Center, Servers, Cisco Technologies, Vendor Management, Firewalls, DNS, Microsoft Exchange, IIS, Troubleshooting, IT Service Management, IT Management, System Deployment, VPN, Networking, Virtualization
Education
New Horizon 2011 — 2013
Project Management for Professional (PMP) * Lean Six Sigma Black Belt * ITIL *, Data Center Technical Management and Support
Chapman University 2002 — 2006
MBA , CCNA , CCNP , CCDA, MCSE, Business and computer
Lakehead University 1983 — 1990
BSC/ BA , GRD Dip in Business, [[ Business Economic computer –Graduate Diploma in Business ]]
Trustee Corps May 2009 - Present
Point Loma Credit Union May 2007 - April 2009
Washington Mutual bank April 2002 - April 2007
Orange County Teachers Federal Credit Union May 1998 - March 2002
Canadian Imperial Bank Of Commerce (CIBC) June 1995 - February 1998
Canadian Imperial Bank Of commerce (CIBC) January 1990 - June 1995
Skills
Project management, Lean Six Sigma Black..., Project Management for..., "ITIL" Information..., Local and Wide area..., Network (LAN, WAN)*..., NetApp data storage and..., CaseWare Software * FPS..., Voice over IP _ VOIP *..., Call Queue and call..., Cisco switches and..., CaseWare Software * FPS..., RAS PC Link *..., Data circuits on..., Network cabling *..., Arcserve IT Backup ..., Zip Utilities PC..., Remote support tools-Go..., Network monitoring and..., IP and Analog Camera..., Biometric Keypad access..., Security, Project Management, Communication, VMware Server, Network Security, VMware, Disaster Recovery, Active Directory, Six Sigma, VoIP, WAN, Routers, Integration, ITIL, Data Center, Servers, Cisco Technologies, Vendor Management, Firewalls, DNS, Microsoft Exchange, IIS, Troubleshooting, IT Service Management, IT Management, System Deployment, VPN, Networking, Virtualization
Education
New Horizon 2011 — 2013
Project Management for Professional (PMP) * Lean Six Sigma Black Belt * ITIL *, Data Center Technical Management and Support
Chapman University 2002 — 2006
MBA , CCNA , CCNP , CCDA, MCSE, Business and computer
Lakehead University 1983 — 1990
BSC/ BA , GRD Dip in Business, [[ Business Economic computer –Graduate Diploma in Business ]]
Brett Pivoriunas Brett Pivoriunas's Point Loma Credit Union Experience March 2013 - April 2015
Job Vice President Business Banking Officer at BBVA Compass
Industry Banking
Experience
BBVA Compass August 2015 - Present
Point Loma Credit Union March 2013 - April 2015
San Diego Wealth January 2010 - March 2013
Bank of Southern California formerly First Business Bank April 2009 - December 2009
Wells Fargo April 2006 - April 2009
Skills
Commercial Real Estate, Commercial Lending, Business Banking, Small Business..., Credit Union, New Business Development, Strategic Planning, Business Development, Contract Negotiation, Account Management, Team Building, Commercial Banking, Credit Unions, Portfolio Management, Financial Analysis, Finance, Real Estate, Risk Management, Credit, Management
Education
John Carroll University
Bachelor of Business Administration (BBA), Business
BBVA Compass August 2015 - Present
Point Loma Credit Union March 2013 - April 2015
San Diego Wealth January 2010 - March 2013
Bank of Southern California formerly First Business Bank April 2009 - December 2009
Wells Fargo April 2006 - April 2009
Skills
Commercial Real Estate, Commercial Lending, Business Banking, Small Business..., Credit Union, New Business Development, Strategic Planning, Business Development, Contract Negotiation, Account Management, Team Building, Commercial Banking, Credit Unions, Portfolio Management, Financial Analysis, Finance, Real Estate, Risk Management, Credit, Management
Education
John Carroll University
Bachelor of Business Administration (BBA), Business
Danielle Andrew Danielle Andrew's Point Loma Credit Union Experience February 2008 - February 2011
Job Assistant Vice President/Premier Banking/Licensed/Notary Public at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2010 - Present
Point Loma Credit Union February 2008 - February 2011
Arrowhead Credit Union August 2007 - February 2008
Skills
New Business Development, Marketing Communications, Sales, Home Equity, Mortgage Lending, Investments, Business Intelligence, Small Business, Banking, Credit, Customer Service, Loan Origination, Loans, Refinance
Education
Arizona State University 2009 — 2013
Business, Management, Marketing, and Related Support Services
Wells Fargo February 2010 - Present
Point Loma Credit Union February 2008 - February 2011
Arrowhead Credit Union August 2007 - February 2008
Skills
New Business Development, Marketing Communications, Sales, Home Equity, Mortgage Lending, Investments, Business Intelligence, Small Business, Banking, Credit, Customer Service, Loan Origination, Loans, Refinance
Education
Arizona State University 2009 — 2013
Business, Management, Marketing, and Related Support Services
Krista Tilley Krista Tilley's Point Loma Credit Union Experience April 2008 - January 2011
Job C&I Operations Specialist at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank Customer Service RepresentativeBank of the WestJuly 2014 - April 2015
MRC Smart Technology Solutions, A Xerox Company October 2013 - December 2013
Union Bank August 2012 - October 2013
Macy's November 2011 - December 2011
Point Loma Credit Union April 2008 - January 2011
Taco Bell January 2007 - March 2008
Skills
Microsoft Word, Outlook, Quality Control, 10 Key, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Banking, Facebook, Financial Analysis, Time Management, Accounting, Finance, Credit, Leadership, Access, Insurance
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Cuyamaca College 2008 — 2010
Associates of Science, Business Administration
BofI Federal Bank Customer Service RepresentativeBank of the WestJuly 2014 - April 2015
MRC Smart Technology Solutions, A Xerox Company October 2013 - December 2013
Union Bank August 2012 - October 2013
Macy's November 2011 - December 2011
Point Loma Credit Union April 2008 - January 2011
Taco Bell January 2007 - March 2008
Skills
Microsoft Word, Outlook, Quality Control, 10 Key, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Banking, Facebook, Financial Analysis, Time Management, Accounting, Finance, Credit, Leadership, Access, Insurance
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Cuyamaca College 2008 — 2010
Associates of Science, Business Administration
Shaina Borg Shaina Borg's Point Loma Credit Union Experience August 2008 - May 2009
Job Executive Assistant at CocaCola Refreshments
Industry Food & Beverages
Experience
The Coca-Cola Company July 2014 - Present
The Coca-Cola Company March 2010 - July 2014
Point Loma Credit Union August 2008 - May 2009
Bath & Body Works June 2007 - July 2008
Schools Financial Credit Union June 2005 - October 2006
Skills
Sales, Customer Service, Microsoft Office, SAP, Cashiering, Time Management, Margin Minder, SAP Basis, Symitar, Supervisory Skills, Community Organizing, Visual Merchandising, Presentations, Data Entry, Typing, Loan Servicing, Opening New Accounts, Internal Audit, Product Demonstration, Comfortable working..., Team Leadership, Management, Event Planning, Training, Microsoft Word, Microsoft Excel, Sales Operations, Teamwork, Leadership, Project Management, Spreadsheets, Accounting, Negotiation, Customer Satisfaction, Team Building, SharePoint, PnL
Education
San Diego Mesa College 2011 — 2014
Public Relations, Advertising, and Applied Communication
Bakersfield College 2002 — 2009
The Coca-Cola Company July 2014 - Present
The Coca-Cola Company March 2010 - July 2014
Point Loma Credit Union August 2008 - May 2009
Bath & Body Works June 2007 - July 2008
Schools Financial Credit Union June 2005 - October 2006
Skills
Sales, Customer Service, Microsoft Office, SAP, Cashiering, Time Management, Margin Minder, SAP Basis, Symitar, Supervisory Skills, Community Organizing, Visual Merchandising, Presentations, Data Entry, Typing, Loan Servicing, Opening New Accounts, Internal Audit, Product Demonstration, Comfortable working..., Team Leadership, Management, Event Planning, Training, Microsoft Word, Microsoft Excel, Sales Operations, Teamwork, Leadership, Project Management, Spreadsheets, Accounting, Negotiation, Customer Satisfaction, Team Building, SharePoint, PnL
Education
San Diego Mesa College 2011 — 2014
Public Relations, Advertising, and Applied Communication
Bakersfield College 2002 — 2009
Chris Oson Chris Oson's Point Loma Credit Union Experience 2001 - 2003
Job Senior Developer at Ace Parking
Industry Information Technology and Services
Experience
Ace Parking February 2015 - Present
Boatracs Inc. September 2013 - January 2015
Interactive Promedia Telecom April 2013 - August 2013
Veterninary Pet Insurance August 2012 - November 2012
Apex Systems March 2011 - August 2012
Ellis Team 2010 - 2010
Hershey Technologies October 2008 - September 2009
West Coast Property Consultants October 2004 - September 2008
KFMB New Media March 1999 - March 2005
Point Loma Credit Union 2001 - 2003
Skills
C#, Microsoft SQL Server, SSRS, Windows, .NET, WCF, XML, VB.NET, Web Applications, ASP.NET, WinForms, JavaScript, HTML, CSS, Web Development, Programming
Education
San Diego State University-California State University
CS, Computer Science, History
Ace Parking February 2015 - Present
Boatracs Inc. September 2013 - January 2015
Interactive Promedia Telecom April 2013 - August 2013
Veterninary Pet Insurance August 2012 - November 2012
Apex Systems March 2011 - August 2012
Ellis Team 2010 - 2010
Hershey Technologies October 2008 - September 2009
West Coast Property Consultants October 2004 - September 2008
KFMB New Media March 1999 - March 2005
Point Loma Credit Union 2001 - 2003
Skills
C#, Microsoft SQL Server, SSRS, Windows, .NET, WCF, XML, VB.NET, Web Applications, ASP.NET, WinForms, JavaScript, HTML, CSS, Web Development, Programming
Education
San Diego State University-California State University
CS, Computer Science, History
Yuleni Denni Yuleni Denni's Point Loma Credit Union Experience December 2011 - February 2012
Job Loan Processor II at Mission Federal Credit Union
Industry Banking
Experience
Mission Federal Credit Union March 2013 - Present
Mission Federal Credit Union April 2012 - March 2013
Point Loma Credit Union December 2011 - February 2012
USE Credit Union August 2008 - August 2011
USE Credit Union August 2008 - August 2011
First Future Credit Union July 2007 - August 2008
First Future Credit Union July 2007 - August 2008
Skills
Word, Excel, PowerPoint, Outlook, APPRO, XP, GIFT, SYMITAR, Call Center, Microsoft Word, Call Centers, Finance, Microsoft Excel
Education
San Diego State University-California State University 2005 — 2007
Statistics, Psychology, English
Herbert Hoover High School 2001 — 2005
High School Diploma, General
Herbert Hoover High School
High School Diploma
SD Miramar College
Current, Business Administration; Psychology, English
Mission Federal Credit Union March 2013 - Present
Mission Federal Credit Union April 2012 - March 2013
Point Loma Credit Union December 2011 - February 2012
USE Credit Union August 2008 - August 2011
USE Credit Union August 2008 - August 2011
First Future Credit Union July 2007 - August 2008
First Future Credit Union July 2007 - August 2008
Skills
Word, Excel, PowerPoint, Outlook, APPRO, XP, GIFT, SYMITAR, Call Center, Microsoft Word, Call Centers, Finance, Microsoft Excel
Education
San Diego State University-California State University 2005 — 2007
Statistics, Psychology, English
Herbert Hoover High School 2001 — 2005
High School Diploma, General
Herbert Hoover High School
High School Diploma
SD Miramar College
Current, Business Administration; Psychology, English
Jeffrey Ginsburg Jeffrey Ginsburg's Point Loma Credit Union Experience September 2014 - Present
Job Branch Manager at Point Loma Credit Union
Industry Banking
Experience
Point Loma Credit Union September 2014 - Present
USE Credit Union August 2010 - September 2014
Mission Federal Credit Union July 2007 - June 2010
US Bank July 2005 - June 2007
Washington Mutual, Inc. August 1999 - July 2005
Long Beach Mortgage Company June 1997 - July 1999
Virtual World Entertainment November 1993 - December 1995
Skills
Loans, Banking, Credit Risk, Notary Public, Coaching Staff, Management, Leadership, Customer Service, Training, Mortgage Lending, Credit, Customer Retention, Relationship Management, Consumer Lending, Sales, Team Building, Finance
Education
University of Phoenix 2000 — 2002
BA, Management
San Diego State University-California State University 1992 — 1994
Point Loma Credit Union September 2014 - Present
USE Credit Union August 2010 - September 2014
Mission Federal Credit Union July 2007 - June 2010
US Bank July 2005 - June 2007
Washington Mutual, Inc. August 1999 - July 2005
Long Beach Mortgage Company June 1997 - July 1999
Virtual World Entertainment November 1993 - December 1995
Skills
Loans, Banking, Credit Risk, Notary Public, Coaching Staff, Management, Leadership, Customer Service, Training, Mortgage Lending, Credit, Customer Retention, Relationship Management, Consumer Lending, Sales, Team Building, Finance
Education
University of Phoenix 2000 — 2002
BA, Management
San Diego State University-California State University 1992 — 1994
José Mercure's Point Loma Credit Union Experience May 2001 - November 2001
Job Chava's Mexican Grill
Industry Banking
Experience
Chava November 2013 - Present
City of Indio September 2012 - August 2013
Citibank April 2004 - May 2012
First International Bank December 2001 - March 2004
Point Loma Credit Union May 2001 - November 2001
Wells Fargo Bank February 1990 - April 2001
Skills
Series 6, Series 63, Series 26, Life and Health..., Notary Public, 26 years of Bank..., Banking, Credit, Loans, Portfolio Management, Finance, Commercial Banking, FINRA, Consumer Lending, Investments, Relationship Management
Education
San Juan College Farmington, NM
Associate of Arts (AA), Finance, General
University of Arizona
B.S, Business Administration; Finance
Chava November 2013 - Present
City of Indio September 2012 - August 2013
Citibank April 2004 - May 2012
First International Bank December 2001 - March 2004
Point Loma Credit Union May 2001 - November 2001
Wells Fargo Bank February 1990 - April 2001
Skills
Series 6, Series 63, Series 26, Life and Health..., Notary Public, 26 years of Bank..., Banking, Credit, Loans, Portfolio Management, Finance, Commercial Banking, FINRA, Consumer Lending, Investments, Relationship Management
Education
San Juan College Farmington, NM
Associate of Arts (AA), Finance, General
University of Arizona
B.S, Business Administration; Finance
David Brooke's Point Loma Credit Union Experience May 2015 - Present
Job President/CEO at Point Loma Credit Union
Industry Banking
Experience
Point Loma Credit Union May 2015 - Present
Point Loma Credit Union November 2001 - May 2015
McGladrey & Pullen/RSM McGladrey (formerly O'Rourke, Sacher & Moulton) October 1998 - October 2001
USA Federal Credit Union 1996 - 1998
Marine Corps West FCU 1993 - 1996
Marine Corps West FCU 1995 - 1995
Skills
Banking, Credit Unions, Financial Services, Customer Service, Credit, Leadership, Analysis, Risk Management, Loans, Consumer Lending, Finance, Commercial Lending, Financial Analysis, Loan Origination, Mortgage Lending, Executive Management
Education
San Diego State University-California State University 1989 — 1991
BS, Accountancy
Grossmont College 1986 — 1989
General Education, Emphasis in Business
Point Loma Credit Union May 2015 - Present
Point Loma Credit Union November 2001 - May 2015
McGladrey & Pullen/RSM McGladrey (formerly O'Rourke, Sacher & Moulton) October 1998 - October 2001
USA Federal Credit Union 1996 - 1998
Marine Corps West FCU 1993 - 1996
Marine Corps West FCU 1995 - 1995
Skills
Banking, Credit Unions, Financial Services, Customer Service, Credit, Leadership, Analysis, Risk Management, Loans, Consumer Lending, Finance, Commercial Lending, Financial Analysis, Loan Origination, Mortgage Lending, Executive Management
Education
San Diego State University-California State University 1989 — 1991
BS, Accountancy
Grossmont College 1986 — 1989
General Education, Emphasis in Business
Theresa Drury's Point Loma Credit Union Experience March 2008 - Present
Job at Point Loma Credit Union
Industry Computer Software
Experience
Point Loma Credit Union March 2008 - Present
Escalate Retail September 2005 - February 2008
Sharp HealthCare 1991 - 1999
Education
San Diego State University-California State University
Bachelor's Degree, Finance and Social Psychology
Point Loma Credit Union March 2008 - Present
Escalate Retail September 2005 - February 2008
Sharp HealthCare 1991 - 1999
Education
San Diego State University-California State University
Bachelor's Degree, Finance and Social Psychology
Arnold Ramirez's Point Loma Credit Union Experience 2005 - 2006
Job Lending and Compliance Manager at Thinkwise Credit Union
Industry Financial Services
Experience
Thinkwise Credit Union June 2015 - Present
California and Nevada Credit Union Leagues July 2006 - June 2015
Point Loma Credit Union 2005 - 2006
BMI Federal Credit Union 2000 - 2005
Skills
Banking, Credit Unions, Strategic Planning, Public Relations, Regulatory Compliance, Credit Union Operations, Account Administration, Policy Writing, Procedure Development, Online Research, Legal Research, Bank Secrecy Act, Bylaws, Internal Audit, Project Management, Project Planning, Business Coaching, Business Strategy, Coaching, Risk Management, Team Building, Change Management, Budgets, Marketing Strategy, Marketing, Leadership, Business Development, Executive Management
Education
Western CUNA Management School 2013 — 2015
Graduated with Honors
The Ohio State University
B.A., Economics
Thinkwise Credit Union June 2015 - Present
California and Nevada Credit Union Leagues July 2006 - June 2015
Point Loma Credit Union 2005 - 2006
BMI Federal Credit Union 2000 - 2005
Skills
Banking, Credit Unions, Strategic Planning, Public Relations, Regulatory Compliance, Credit Union Operations, Account Administration, Policy Writing, Procedure Development, Online Research, Legal Research, Bank Secrecy Act, Bylaws, Internal Audit, Project Management, Project Planning, Business Coaching, Business Strategy, Coaching, Risk Management, Team Building, Change Management, Budgets, Marketing Strategy, Marketing, Leadership, Business Development, Executive Management
Education
Western CUNA Management School 2013 — 2015
Graduated with Honors
The Ohio State University
B.A., Economics
Bud Irvin's Point Loma Credit Union Experience 1985 - 1990
Job Retired Director at SFID
Industry Government Administration
Experience
HOME 2012 - Present
SFID January 1995 - January 2013
SFID 1995 - January 2013
Santa Fe Irrigation District 1995 - 2013
Point Loma Credit Union 1985 - 1990
Skills
Sustainability, Program Management, Contract Management, Energy, Strategic Planning, Policy, Government, Public Policy, Proposal Writing, Project Management
Education
National University 1977 — 1979
Masters in Business Administration, Finance
Naval Postgraduate School 1963 — 1966
Oceanography & Meteorology, Air Ocean Science
Augustana College (SD) 1954 — 1958
BS, Chemistry, Math & Physics
Central High School 1950 — 1954
Dipiloma
HOME 2012 - Present
SFID January 1995 - January 2013
SFID 1995 - January 2013
Santa Fe Irrigation District 1995 - 2013
Point Loma Credit Union 1985 - 1990
Skills
Sustainability, Program Management, Contract Management, Energy, Strategic Planning, Policy, Government, Public Policy, Proposal Writing, Project Management
Education
National University 1977 — 1979
Masters in Business Administration, Finance
Naval Postgraduate School 1963 — 1966
Oceanography & Meteorology, Air Ocean Science
Augustana College (SD) 1954 — 1958
BS, Chemistry, Math & Physics
Central High School 1950 — 1954
Dipiloma
Laura Carpanzano's Point Loma Credit Union Experience April 2014 - Present
Job Director of Business Services at Point Loma Credit Union
Industry Banking
Experience
Point Loma Credit Union April 2014 - Present
Independent Banking Professional April 2012 - March 2014
Central Pacific Bank June 2007 - March 2012
City National Bank September 2010 - February 2011
RBC Builder Finance January 1999 - June 2007
Burnham & Company August 1996 - December 1998
Douglas Wilson Companies February 1993 - January 1996
Skills
Portfolio Management, Business Relationship..., Special Assets..., Compliance, Policy Writing, Business Development, Banking, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Credit Risk, Credit Analysis, Commercial Lending, Loans, Commercial Mortgages, Event Planning, Long-term Customer..., Large-scale Event..., Marketing Event Planning, Customer Retention, Reporting Requirements, Covenant Compliance, Expert Witness, Relationship Management, Executive Support, Office Administration, Homebuilders, Construction Loans, Reviews, Consulting, Management Consulting, Construction Management, Underwriting, Credit, Real Estate, Disposition, Mortgage Lending, Real Estate Economics, Mortgage Banking, Loan Origination, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Structuring, Finance, Residential Mortgages, Lines Of Credit, Refinance, Asset Management
Education
Marshall University 1986 — 1990
Legal Assistant/Paralegal
Various Programs
Point Loma Credit Union April 2014 - Present
Independent Banking Professional April 2012 - March 2014
Central Pacific Bank June 2007 - March 2012
City National Bank September 2010 - February 2011
RBC Builder Finance January 1999 - June 2007
Burnham & Company August 1996 - December 1998
Douglas Wilson Companies February 1993 - January 1996
Skills
Portfolio Management, Business Relationship..., Special Assets..., Compliance, Policy Writing, Business Development, Banking, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Credit Risk, Credit Analysis, Commercial Lending, Loans, Commercial Mortgages, Event Planning, Long-term Customer..., Large-scale Event..., Marketing Event Planning, Customer Retention, Reporting Requirements, Covenant Compliance, Expert Witness, Relationship Management, Executive Support, Office Administration, Homebuilders, Construction Loans, Reviews, Consulting, Management Consulting, Construction Management, Underwriting, Credit, Real Estate, Disposition, Mortgage Lending, Real Estate Economics, Mortgage Banking, Loan Origination, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Structuring, Finance, Residential Mortgages, Lines Of Credit, Refinance, Asset Management
Education
Marshall University 1986 — 1990
Legal Assistant/Paralegal
Various Programs
Rebekah Padden's Point Loma Credit Union Experience February 2009 - August 2011
Job Arizona State University
Industry Research
Experience
Arizona State University July 2015 - Present
Pite Duncan, LLP August 2011 - August 2014
Point Loma Credit Union February 2009 - August 2011
San Diego Metropolitan Credit Union September 2008 - January 2009
Skills
Outlook, Photoshop, Social Media, Microsoft Excel, Customer Service, Microsoft Office, Salesforce.com, PowerPoint, Fashion, Social Networking, Marketing
Education
Fashion Careers College 2010 — 2011
Fashion Business & Technology, Fashion Business & Technology
University of Arizona
Arizona State University July 2015 - Present
Pite Duncan, LLP August 2011 - August 2014
Point Loma Credit Union February 2009 - August 2011
San Diego Metropolitan Credit Union September 2008 - January 2009
Skills
Outlook, Photoshop, Social Media, Microsoft Excel, Customer Service, Microsoft Office, Salesforce.com, PowerPoint, Fashion, Social Networking, Marketing
Education
Fashion Careers College 2010 — 2011
Fashion Business & Technology, Fashion Business & Technology
University of Arizona
Kari Lomeli's Point Loma Credit Union Experience April 2011 - August 2014
Job AVP Cash Management
Industry Banking
Experience
Silvergate Bank August 2014 - Present
Point Loma Credit Union April 2011 - August 2014
Comerica Bank April 2010 - April 2011
Wamu / Chase 2009 - 2010
Wamu / Chase 2009 - 2010
Bank of America March 2008 - January 2009
Citibank January 2006 - March 2008
San Diego County Credit Union 2003 - 2006
San Diego County Credit Union 2003 - 2006
San Diego County Credit Union 2003 - 2006
Education
California State University San Marcos 2000 — 2002
BS, Business, Communication
LCC High School
LCC High School
LCC High School
Silvergate Bank August 2014 - Present
Point Loma Credit Union April 2011 - August 2014
Comerica Bank April 2010 - April 2011
Wamu / Chase 2009 - 2010
Wamu / Chase 2009 - 2010
Bank of America March 2008 - January 2009
Citibank January 2006 - March 2008
San Diego County Credit Union 2003 - 2006
San Diego County Credit Union 2003 - 2006
San Diego County Credit Union 2003 - 2006
Education
California State University San Marcos 2000 — 2002
BS, Business, Communication
LCC High School
LCC High School
LCC High School
Daniel Newland's Point Loma Credit Union Experience February 2010 - July 2013
Job Vice President/Branch Manager at SDCCU
Industry Banking
Experience
San Diego County Credit Union July 2013 - September 2014
Point Loma Credit Union February 2010 - July 2013
First Financial Credit Union June 2007 - September 2009
American General Finance September 2002 - June 2007
THE Finance Company 2000 - 2003
Skills
Banking, Credit, Management, Mortgage Lending, Loans, Loan Origination, Risk Management, Leadership, Credit Analysis, Sales, Branch Banking, Consumer Lending, Finance, Credit Unions, Financial Analysis, Loan Servicing, Training, Commercial Lending, Customer Service, Team Building, Commercial Banking, Cross Selling, Refinance
Education
San Diego State University-California State University 1994 — 1997
B.S., Business
San Diego County Credit Union July 2013 - September 2014
Point Loma Credit Union February 2010 - July 2013
First Financial Credit Union June 2007 - September 2009
American General Finance September 2002 - June 2007
THE Finance Company 2000 - 2003
Skills
Banking, Credit, Management, Mortgage Lending, Loans, Loan Origination, Risk Management, Leadership, Credit Analysis, Sales, Branch Banking, Consumer Lending, Finance, Credit Unions, Financial Analysis, Loan Servicing, Training, Commercial Lending, Customer Service, Team Building, Commercial Banking, Cross Selling, Refinance
Education
San Diego State University-California State University 1994 — 1997
B.S., Business
AJ Alluin's Point Loma Credit Union Experience 2002 - 2005
Job Chief Credit Officer / Credit Advocate
Industry Financial Services
Experience
CREDUCACION 2014 - Present
CREDUCACION 2011 - 2014
CREDUCACION 2007 - 2010
Global Swift Funding LLC 2006 - 2007
Point Loma Credit Union 2002 - 2005
Skills
Strategic Planning, Retirement Planning, Leadership Development, Insurance, Change Management, Negotiation, Marketing, Real Estate, Contract Negotiation, Estate Planning, Customer Service, Coaching, Strategic Financial..., New Business Development, Investments, Business Strategy, Start-ups, Organizational..., Marketing Strategy, Risk Management, Business Development, Business Planning, Employee Relations, Human Resources, Sales, Project Management, Management, Sales Management, Public Relations, Business, Team Leadership, Account Management, Credit, Financial Analysis, Executive Management, Microsoft Office, Contract Management
Education
Pepperdine University
University of West Los Angeles, School of Law
CREDUCACION 2014 - Present
CREDUCACION 2011 - 2014
CREDUCACION 2007 - 2010
Global Swift Funding LLC 2006 - 2007
Point Loma Credit Union 2002 - 2005
Skills
Strategic Planning, Retirement Planning, Leadership Development, Insurance, Change Management, Negotiation, Marketing, Real Estate, Contract Negotiation, Estate Planning, Customer Service, Coaching, Strategic Financial..., New Business Development, Investments, Business Strategy, Start-ups, Organizational..., Marketing Strategy, Risk Management, Business Development, Business Planning, Employee Relations, Human Resources, Sales, Project Management, Management, Sales Management, Public Relations, Business, Team Leadership, Account Management, Credit, Financial Analysis, Executive Management, Microsoft Office, Contract Management
Education
Pepperdine University
University of West Los Angeles, School of Law
Nora Parker's Point Loma Credit Union Experience December 2007 - July 2009
Job Land Investments
Industry Investment Management
Experience
Velur Enterprises Inc January 2007 - Present
Point Loma Credit Union December 2007 - July 2009
Bank of America September 2004 - December 2007
Skills
Real Estate, Business Development, Marketing Strategy
Education
Brigham Young University 1995 — 2000
Business/ Finance, International Business/ Finance
Velur Enterprises Inc January 2007 - Present
Point Loma Credit Union December 2007 - July 2009
Bank of America September 2004 - December 2007
Skills
Real Estate, Business Development, Marketing Strategy
Education
Brigham Young University 1995 — 2000
Business/ Finance, International Business/ Finance
Benjamin Foulger's Point Loma Credit Union Experience June 2002 - August 2004
Job Banking Professional
Industry Banking
Experience
Terminix October 2009 - Present
Terminix September 2009 - March 2010
Senator Jeff Denham July 2008 - September 2009
Lagorio Farming April 2008 - June 2009
Senator Jeff Denham February 2008 - February 2009
Pacific Western Bank February 2006 - September 2007
US Bank January 2005 - July 2005
Point Loma Credit Union June 2002 - August 2004
Education
California State University Stanislaus 2007 — 2009
BA, Agriculture Economics
California State University
University of the Pacific
BA, Agriculture Business / Economics
Terminix October 2009 - Present
Terminix September 2009 - March 2010
Senator Jeff Denham July 2008 - September 2009
Lagorio Farming April 2008 - June 2009
Senator Jeff Denham February 2008 - February 2009
Pacific Western Bank February 2006 - September 2007
US Bank January 2005 - July 2005
Point Loma Credit Union June 2002 - August 2004
Education
California State University Stanislaus 2007 — 2009
BA, Agriculture Economics
California State University
University of the Pacific
BA, Agriculture Business / Economics
Ashley crandall's Point Loma Credit Union Experience July 2011 - Present
Job Teller II at Point Loma Credit Union
Industry Banking
Experience
Point Loma Credit Union July 2011 - Present
Education
Vermont Technical College 2014 — 2016
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Community College of Vermont 2011 — 2014
Associate of Science (A.S.), Foods, Nutrition, and Wellness Studies, General
Point Loma Credit Union July 2011 - Present
Education
Vermont Technical College 2014 — 2016
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Community College of Vermont 2011 — 2014
Associate of Science (A.S.), Foods, Nutrition, and Wellness Studies, General
Sam Lang's Point Loma Credit Union Experience January 2002 - September 2008
Job Controller at Rescue Social Change Group
Industry Marketing and Advertising
Experience
Gold Coast Design Inc November 2014 - Present
Rescue Social Change Group April 2013 - November 2014
Belmont Park Entertainment May 2011 - April 2013
TearLab Corporation December 2008 - March 2011
Point Loma Credit Union January 2002 - September 2008
Education
National University
Master of Business Administration (MBA)
Gold Coast Design Inc November 2014 - Present
Rescue Social Change Group April 2013 - November 2014
Belmont Park Entertainment May 2011 - April 2013
TearLab Corporation December 2008 - March 2011
Point Loma Credit Union January 2002 - September 2008
Education
National University
Master of Business Administration (MBA)
Kami-Rae James's Point Loma Credit Union Experience August 2010 - October 2012
Job Law Practice Professional
Industry Law Practice
Experience
McCarthy & Holthus LLP 2012 - 2013
Point Loma Credit Union August 2010 - October 2012
Education
California State University-San Marcos 2009 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
McCarthy & Holthus LLP 2012 - 2013
Point Loma Credit Union August 2010 - October 2012
Education
California State University-San Marcos 2009 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Charlyn Armstrong's Point Loma Credit Union Experience February 2009 - July 2011
Job Consumer Services Professional
Industry Consumer Services
Experience
Credit Solutions Corporation August 2011 - August 2013
Point Loma Credit Union February 2009 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, AS400 system, Symitar, Windows, Outlook, Customer Service, High volume Call Center, Sales, Collection, Training and development, Conflict resolution, Team Leadership, People Management
Education
National University
Business Administration and Management, General
University of Phoenix-San Diego Campus
Business Administration and Management, General
Credit Solutions Corporation August 2011 - August 2013
Point Loma Credit Union February 2009 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, AS400 system, Symitar, Windows, Outlook, Customer Service, High volume Call Center, Sales, Collection, Training and development, Conflict resolution, Team Leadership, People Management
Education
National University
Business Administration and Management, General
University of Phoenix-San Diego Campus
Business Administration and Management, General