Experience
Square 1 Bank   January 2015 - Present
Silicon Valley Bank  2008 - January 2015
Silicon Valley Bank  September 1998 - 2008
Deutsche Financial Services  1995 - 1998
Deutsche Financial Services  June 1992 - 1995
Deutsche Financial Services  1989 - June 1992

Skills
Medical Devices, Life Sciences, Biotechnology, Diagnostics, Venture Capital, Due Diligence, Banking, Corporate Development, Hardware Diagnostics, Healthcare Information..., Licensing, Lifesciences, Management, Mergers, Private Equity, Start-ups, Strategy, Business Development, Business Strategy, Entrepreneurship, Mergers & Acquisitions

Education
University of Northern Colorado   1984 — 1988
Bachelor of Science (B.S.), Finance, General

Longmont High School   1980 — 1983

Experience
Techstars  August 2013 - Present
Amazon Web Services  April 2011 - Present
Square 1 Bank   May 2005 - April 2011
Imperial Bank / Comerica Bank   July 1999 - May 2005
Bank Of America  February 1989 - June 1999

Skills
Venture Capital, Debt, Start-ups, Capital, Financial Modeling, Entrepreneurship, New Business Development, Management, Strategy, Business Development, Strategic Partnerships, Cloud Computing, Product Management

Education
Pacific Coast Banking School   1996 — 1998
Graduate Program

Oregon State University   1984 — 1988
BS

Experience
Square 1 Bank   March 2014 - July 2014
A+ Tutor U  September 2006 - June 2013
IBM  1989 - 1990
IBM  1986 - 1989
IBM  1985 - 1985
IBM  1984 - 1984
IBM  1982 - 1983

Skills
Operations Management, Staff Management, Coaching Staff, Data Analysis, Human Resources, Budget Forecasts, Financial Analysis, Office Management, Streamlining Work..., Internal & External..., Train Staff, Business Process..., Creative Problem Solving, Data Tracking, Solution Implementation, Data Reconciliation, Spreadsheets, Payroll Analysis, Invoice Verification, Microsoft Excel, Microsoft Word, PowerPoint, Web Conferences, Program Budgeting, Financial Reporting, Strategic Financial..., Budget Monitoring, Organizational..., Customer Service, Customer Retention, Customer Satisfaction, Marketing Strategy, Social Media, Editing, Investigation, Databases, Presentation Development, Publisher 2007, Business Planning, Cross-functional..., Progress Monitoring, Administrative Work, Office Administration, Public Relations, Advising People, Hiring Employees, Supervising Others, Task Assignment, Evaluations

Education
University of Florida
Bachelor of Business Administration (BBA), Finance, General

Wake Technical Community College

Experience
Sandton Capital   June 2010 - Present
Square 1 Bank   May 2005 - June 2010
Monitor Group  May 2000 - June 2004

Skills
Investments, Credit, Hedge Funds, Due Diligence

Education
Stanford University Graduate School of Business   2004 — 2006
MBA

University of North Carolina at Chapel Hill   1995 — 1999
BA, Economics, Communications (Rhetorical Studies)

Experience
Crossroads Venture Group   January 2015 - Present
Square 1 Bank   June 2013 - August 2013
Horizon Technology Finance Corporation   June 2012 - August 2012

Skills
Finance, Microsoft Excel, Salesforce.com, Adobe Creative Suite, Venture Capital, Portfolio Management, Financial Analysis, Microsoft Word, Loans, PowerPoint, Research, Customer Service, Leadership, Microsoft Office, Public Speaking, Teamwork, Venture Financing, Venture Banking, Access, Start-ups, Entrepreneurship, Due Diligence

Education
Roger Williams University   2010 — 2014
Bachelor of Science (BS), Finance, General

Experience
jacquelyn cooney design   January 2012 - Present
BBDO San Francisco  August 2014 - Present
Slingshot Foods   January 2013 - Present
ice works elite hockey training   January 2002 - Present
f'real foods  May 2010 - December 2014
Minted  December 2010 - December 2011
TBWA  April 2010 - October 2011
Squaw Valley Ski Corp  November 2009 - March 2010
Square 1 Bank   January 2008 - November 2009

Skills
Packaging, Art Direction, Concept Development, Design Strategy, Marketing, Graphics, Typography, Print Collateral Design, Point of Purchase, Layout, Logo Design, Corporate Identity, Concept Design, Creative Direction, Industrial Design, Event Planning, Email Marketing, Adobe Creative Suite, InDesign, Illustrator, Illustration, Adobe Acrobat, Photoshop, Sketching, Social Media, Branding, Pre-press, Facebook, Mac, Visual Communication, TypeTools, User Interface Design, CSS, HTML 5, Brand Development, Product Design

Education
Syracuse University   2001 — 2006
Bachelors, Industrial and Interaction Design

Syracuse University - London   2005 — 2005
Bachelor's degree, Industrial and Interaction Design

Experience
HomeAdvisor  April 2015 - Present
Square 1 Bank   August 2013 - April 2015
Leeds & Ross Condominium Venture   May 2012 - July 2013
Joels Bistro   August 2010 - May 2013
Merrill Lynch  May 2012 - August 2012
Mitigo Partners, Inc.   May 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Team Leadership, Communication Skills, Time Management, Customer Service, Financial Analysis, Analysis, Finance, Data Analysis, Portfolio Management, Leadership, Management, Marketing, Microsoft Office, Social Media

Education
University of Arizona   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Torrey Pines High School   2005 — 2009

Experience
EY  September 2015 - Present
University of San Francisco  May 2013 - May 2015
Square 1 Bank   October 2014 - April 2015
Thorium Capital   July 2011 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Event Planning, Non-profits, Customer Service, Fundraising, Editing, Community Outreach, Public Relations, Nonprofits, Spanish, Administration, Social Media, Management, Time Management, Leadership, Higher Education, Finance, Program Development

Education
University of San Francisco   2011 — 2015
Bachelor of Science (BS), Finance

Santa Clara University - Leavey School of Business
CAAP program, Accounting

Experience
Square 1 Bank   July 2013 - Present
Square 1 Bank   March 2011 - June 2013
Square 1 Bank   June 2010 - February 2011
Thrivent Financial  August 2009 - June 2010
Raytheon Missile Systems  2008 - 2009

Skills
Financial Analysis, Underwriting, Financial Modeling, Portfolio Management, Banking, Microsoft Excel, Credit Risk, Credit Analysis, Risk Management, Cash Management, Credit, Process Improvement, Loans, Analysis, Commercial Banking, Finance, Commercial Lending, Financial Risk, Due Diligence, Structured Finance, Treasury Management, Valuation, Asset Based Lending, Mergers & Acquisitions, Small Business Lending, Corporate Finance, Middle Market, Private Equity, Financial Structuring, Loan Origination, Consumer Lending

Education
University of Arizona, Eller College of Management   2005 — 2009
Bachelor of Science, Finance and Entrepreneurship

Experience
SHIFT Communications  October 2014 - Present
SHIFT Communications  February 2014 - October 2014
Schneider Associates  October 2013 - February 2014
Square 1 Bank   April 2013 - February 2014
rAVe [Publications]   December 2012 - June 2013
Square 1 Bank   May 2012 - April 2013
Wilmington Preschool of Fine Arts   May 2010 - August 2011
Holiday Inn Resort  April 2008 - August 2010

Skills
Social Media, Social Media Marketing, Blogging, Marketing, Public Relations, Microsoft Office, Mac, PC, Event Planning, Marketing Communications, Illustrator, SEO, InDesign, Photoshop, Adobe Creative Suite, Advertising, Salesforce.com, Pardot, Adobe Dreamweaver, Cyberduck, Google Adwords..., Google Analytics, Google AdWords Editor

Education
University of North Carolina at Chapel Hill   2009 — 2013
Bachelor's degree, Journalism and Mass Communication - Public Relations

Experience
Square 1 Bank   May 2014 - Present
Flagstar Bank  October 2012 - February 2014
Ally Commercial Finance (fka GMAC)   February 2007 - October 2012
GMAC Commercial Finance  November 1998 - February 2007

Skills
Portfolio Management, Financial Reporting, Loans, Accounting, Change Management, Management, Credit Analysis, Credit Risk, Credit, Banking, Asset Based Lending, Structured Finance, Leadership, Operations Management, Cash Management, Commercial Lending, Finance, Loan Origination, Commercial Banking, Treasury Management, Financial Services, Commercial Finance, Funding, Lines Of Credit, Loan Servicing, Account Reconciliation, Risk Management, Small Business Lending, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Construction Loans, Process Improvement

Education
Oakland Community College   2004 — 2006

Experience
Square 1 Bank   August 2013 - Present

Skills
Venture Capital, Entrepreneurship, Start-ups, Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Structured Finance, Underwriting, Financial Modeling, Financial Services, Financial Accounting, Financial Analysis, Portfolio Management, Banking, Loans, Investments, Analysis, Microsoft Office, Microsoft Excel

Education
University of North Carolina at Chapel Hill   2004 — 2008
B.A., Economics

Experience
Fidelity Investments  March 2015 - Present
Elliott Davis, LLC  October 2014 - March 2015
Square 1 Bank   January 2013 - July 2014
Unversity of PIttsburgh   June 2005 - December 2012

Skills
Program Management, Sarbanes-Oxley Act, Management, Auditing, Risk Management, Internal Audit, Vendor Management, Banking, Software Documentation, Finance, Public Speaking, Strategic Planning, Nonprofits, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Research, Policy, Customer Service, Staff Development, Coaching, Training, Financial Analysis, Non-profits

Education
American Bankers Association, Stonier Graduate School of Banking   1991 — 1994

University of Oklahoma
American Bankers Association, National Graduate Compliance School

University of North Carolina
American Bankers Association, Trust Audit & Compliance School

University of Pittsburgh   1975 — 1979
Bachelor of Arts, Dual Major Economics, Political Science

Experience
First Republic Bank  February 2015 - Present
First Republic Bank  July 2012 - February 2015
SVB Financial Group  October 2010 - July 2012
Square 1 Bank   August 2008 - October 2010
Silicon Valley Bank  June 2002 - October 2007

Skills
Venture Capital, Due Diligence, Valuation, Private Equity, Financial Modeling, Banking, Corporate Development, Business Strategy, Strategy, Business Development, Strategic Partnerships, Start-ups, Venture Debt, Finance, Portfolio Management, Angel Investing, Credit, Management

Education
San Jose State University   1998 — 2002
BS, Business

Experience
Square 1 Bank   July 2014 - Present
Quantum National Bank  October 2013 - June 2014
Onyx Capital Group, LLC   November 2008 - October 2013
Wells Fargo  December 2011 - December 2012
Banco Popular  November 2006 - November 2008
JPMorgan Chase  August 2002 - November 2006
IBM Global Financing  August 1998 - July 2002

Skills
Commercial Mortgages, Loans, Finance, Insurance, Small Business Lending, Risk Management, Underwriting, Portfolio Management, Asset Based Lending, Credit Analysis, Management, Commercial Lending, Private Equity, Venture Capital, Apartments, Due Diligence, Angel Investing, Venture Financing, Automobile, High Value Homes, Banking, Financial Analysis, Factoring, Commercial Banking, Credit, Commercial Real Estate, Loan Origination, SBA, Mortgage Banking

Education
University of Cincinnati College of Business
B.S., Finance and Marketing

Experience
Bay Product Development   October 2014 - Present
C.B. & Potts   February 2005 - Present
White Crown Federal Credit Union  February 2014 - October 2014
Carelli's of Boulder   May 2007 - January 2011
Square 1 Bank   January 2009 - July 2009

Skills
Accounting, Financial Accounting, Financial Statements, Leadership, Accounts Payable, Cost Accounting, Microsoft Excel, Accounts Receivable, CPA, Financial Modeling, Forecasting, Cash Management, Payroll, Microsoft Word, Account Reconciliation, Start-ups, Customer Service, Auditing, Financial Analysis, General Ledger, QuickBooks, Financial Reporting, Income Tax, Finance

Education
University of Colorado   2006 — 2011
Bachelor of Arts, Business Administration; Accounting

University of Colorado Boulder - Leeds School of Business   2006 — 2011
Bachelor of Science, Business Administration

Experience
DUMAC   October 2011 - Present
Square 1 Bank   November 2008 - October 2011
Charles River Associates  February 2006 - November 2008

Education
Rice University   2002 — 2005
B.A., Political Science, History, Economics

Experience
Square 1 Bank   July 2009 - Present
Square 1 Bank   May 2007 - July 2009
Vernon, Vernon, Wooten, Brown, Andrews & Garrett, P.A.   July 2004 - May 2007
Interstate Hotels & Resorts  March 2003 - July 2004
US Airways  May 2001 - August 2001
Credit Suisse First Boston  July 1997 - August 1998

Skills
Venture Capital, Document Drafting, Commercial Banking, Commercial Lending, Contract Law, Contract Negotiation, Vendor Contracts, Software Licensing, Software License..., Licensing, Intellectual Property, Trademark Infringement, Litigation Management, Risk Management, Employment Law, Employment Contracts, Employment..., Employment Law..., Records Management, Document Retention &..., Email Retention, Financial Services, Corporate Governance, Banking Law, Start-ups, Private Equity, Entrepreneurship, Commercial Leasing, Secured Transactions, Secured Financing, UCC filings, Due Diligence, SBA, Small Business Lending, Financial Analysis, Non-profits, Non-profit Director, Negotiation, Mediation, Qualified Mediator, Non-profit Boards, Legal Advice, Legal Documents, MBA, Strategy, Litigation, Commercial Litigation, Corporate Law, Privacy Law, Securities Regulation

Education
University of North Carolina School of Law   1998 — 2002
JD, Law

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2002
MBA, Business

University of North Carolina at Chapel Hill   1993 — 1997
AB with Honors, Economics and Political Science

Experience
Turnberry Solutions  January 2015 - Present
ColdLight  March 2014 - November 2014
Akcelerant  October 2011 - February 2014
Technical Talent Resource   1995 - 2014
North Carolina State Government  April 2009 - October 2011
bioMerieux  February 2006 - February 2008
Square 1 Bank   July 2005 - February 2007
Durham Technical Community College  September 2003 - May 2005
Central Carolina Bank  February 2002 - August 2003
City of High Point  October 2001 - February 2002

Education
Durham Technical Community College
AA, Accounting

Northeastern University
BS, Chemical-Biological Technology

Rochester Institute of Technology
Associate, Systems Programming

Experience
A Ban Against Neglect (ABAN)   January 2012 - Present
UNC Campus Rec   August 2012 - Present
Square 1 Bank   May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Exchange, Accounting, Grant Writing, PowerPoint

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
Square 1 Bank   September 2014 - Present
Comerica Bank  August 2013 - August 2014
Comerica Bank  April 2011 - June 2013
Northeastern University  September 2005 - May 2010
Velocity Financial Group  January 2009 - June 2009
Wellington Management  January 2008 - June 2008
Standish Mellon Asset Management  January 2007 - June 2007

Skills
Financial Modeling, Venture Financing, Start-up Ventures, Underwriting, Commercial Banking, Debt, Loan Origination, Bridge Loans, Early Stage Companies, Venture Debt, Analysts, Business Valuation, Growth Capital, Crushing, Financial Analysis, Finance, Investments, Due Diligence

Education
Northeastern University   2005 — 2010
BSBA in Finance, Economics Minor

Experience
Square 1 Bank   March 2012 - Present
RBC Bank  January 2011 - March 2012
RBC Bank  January 2007 - December 2010
RBC Bank  January 2006 - December 2006
Bankers Life and Casualty  February 2004 - September 2004
Central Carolina Bank  October 1999 - July 2003

Skills
Banking, Credit, Credit Risk, Loan Origination, Portfolio Management, Loans, Financial Risk, Management, Commercial Lending, Underwriting, Risk Management, Strategy, Cash Management, Commercial Banking, Structured Finance, Small Business Lending, Insurance, Mergers & Acquisitions, Credit Analysis, Mortgage Lending, Finance, Retail Banking, Consumer Lending, Commercial Mortgages, Treasury Management, Asset Based Lending, SBA, Lines Of Credit, Financial Modeling, Financial Services, Investments, Valuation, Financial Structuring, USDA, Construction Loans, Corporate Finance, Financial Analysis, Middle Market, Cross Selling, Due Diligence, Equities, Private Banking

Education
University of North Carolina at Chapel Hill   1994 — 1998
BA, Industrial Relations

Experience
Citizens Bank  September 2010 - Present
The Washington Trust Company  June 2008 - September 2010
Square 1 Bank   2007 - 2008
UPS Capital  1995 - 2007
UPS Capital Business Credit  1994 - 2007
First International Bank  August 1994 - June 2006
Bank of Boston  1990 - 1994
Bank of New England  1986 - 1990
Southeast Bank  1985 - 1986

Skills
Commercial Lending, Credit, Credit Analysis, Underwriting, Strategic Planning, Risk Management, Mergers, Real Estate, Sales Management, New Business Development, Loans, Team Building, Process Improvement, Product Development, Healthcare, Negotiation, Portfolio Management, Commercial Banking, Banking, Mergers & Acquisitions, Business Development, Executive Management, Mortgage Lending, Asset Based Lending, Commercial Mortgages, Finance, Investments, Small Business Lending, Financial Analysis, Loan Origination, Financial Structuring, Cash Management, Middle Market, Due Diligence

Education
University of Miami - School of Business   1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General

Ohio Wesleyan University   1980 — 1984
BA, Accounting, Economics

Experience
Vicinage, LLC: CISO-AS-AN-ADVISOR   November 2012 - Present
Legal-Ease, LLC   September 2001 - Present
Aranca  June 2010 - October 2011
Square 1 Bank   March 2009 - November 2009
Silicon Valley Bank  April 2007 - October 2008
Rosebud Consulting   January 2006 - April 2007
Renaissance Worldwide  March 1998 - November 2000
Banyan Systems Inc.  February 1990 - June 1997
ADG  1985 - 1990

Skills
Start-ups, Investments, Valuation, Mergers, Finance, Venture Capital, Business Strategy, Financial Modeling, Due Diligence, Business Development, Corporate Finance, Accounting, Business Planning, Financial Analysis, Strategy, Mergers & Acquisitions, Financial Services, Entrepreneurship, Competitive Analysis, Private Equity, Executive Management, Strategic Partnerships, Corporate Development, Strategic Planning, Management Consulting, Sales, Management, Strategic Consulting, Restructuring, IPO, Angel Investing, Venture Financing, M&A experience, Investor Relations, Consulting, Risk Management, Program Management, SaaS, Leadership, Professional Services, Solution Selling, Enterprise Software, Analytics, Business Alliances, Marketing

Education
The George Washington University   1977 — 1982
BA, Philosophy

American School of Calcutta   1972 — 1973

Experience
Stream Realty Partners  July 2015 - Present
Riverside Resources  April 2015 - July 2015
Texas Public Policy Foundation  January 2015 - April 2015
U.S. House of Representatives   September 2014 - January 2015
Fulcrum Capital  June 2013 - August 2013
InnerGreek   July 2011 - June 2013
Square 1 Bank   June 2011 - August 2011

Skills
Microsoft Office, Salesforce.com, Spanish, Business Development, Business Planning, Social Media, Sales, Sales Management, CRM, Recruiting, Training, Team Management, Social Media Marketing, Facebook, Entrepreneurship

Education
The University of Texas at Austin   2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, and Finance, Sophomore

Experience
Square 1 Bank   June 2015 - Present
UNC General Alumni Association  June 2014 - May 2015
Chick-fil-A  May 2013 - May 2014
Durham Public Schools  July 2012 - October 2012

Skills
Stata, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Non-profit Volunteer, PowerPoint, Outlook, Microsoft Publisher, Community Outreach, Teamwork, Leadership, Marketing, Research, Critical Thinking, Social Networking

Education
UNC Chapel Hill   2010 — 2014
Bachelor of Arts (BA), Economics and Global Studies

Experience
Goldman Sachs  January 2010 - Present
Square 1 Bank   July 2008 - December 2009
Ameriprise Financial Services, Inc.   August 2007 - June 2008
glaceau  June 2007 - August 2007

Skills
Banking, Foreign Exchange Risk..., Operations Management, Securities Lending, Venture Capital, Underwriting, Risk Management, Credit Analysis, Financial Modeling, Cash Flow Forecasting, Cash Management, Leadership, Private Equity, Management, Financial Analysis

Education
North Carolina State University
B.S., Business Management, Finance

Experience
Square 1 Bank   August 2014 - Present
Square 1 Bank   August 2013 - July 2014
Brady Trane  2007 - August 2013
Piedmont Office Suppliers   2004 - 2007

Skills
Employee Relations, Onboarding, Microsoft Office, Recruiting, New Hire Orientations, HR Policies, Human Resources, HRIS, Coaching, Benefits Administration, Employee Training, Personnel Management, Leadership, Employee Benefits, Program Management, Customer Service, Time Management

Education
University of North Carolina at Greensboro   2004 — 2008
B.S., Business Administration/Human Resources

Experience
Square 1 Bank   February 2015 - Present
HomeBanc  March 2014 - February 2015
Titan Bank   April 2012 - March 2014
CIT  March 2006 - February 2012
CIT  December 2002 - March 2006
AMRESCO, Inc.   June 1999 - December 2002
Heller Financial, Inc.   February 1994 - June 1999
Stanford Realty Advisors   June 1992 - February 1994
American Federal Bank, F.S.B.   March 1990 - June 1992
American Federal Bank, F.S.B.   August 1988 - March 1990

Skills
Sales Management, New Business Development, Small Business Lending, Employee Hiring, Strategic Partnerships, Real Estate Finance, Developing Markets, Recruiting, Credit, Real Estate Economics, Loans, Mergers & Acquisitions, Business Development, Commercial Mortgages, Commercial Lending, Credit Risk, Financial Analysis, Financial Services, Commercial Banking, Loan Origination, Banking, Mortgage Lending, Refinance, Commercial Real Estate, Financial Structuring, Real Estate, Due Diligence, Risk Management, Executive Management, Portfolio Management, Sales, Credit Analysis, Commercial Finance, Real Estate Transactions, SBA, Contract Negotiation, Underwriting, Finance, Mortgage Banking, Business Acquisition, Small Business

Education
Saint Bonaventure University   1980 — 1984
BBA, Finance

Experience
Paragon Commercial Bank  May 2013 - Present
Square 1 Bank   February 2011 - April 2013
Ares Management  October 2008 - July 2010
Bank of America  January 2007 - July 2008

Skills
Financial Analysis, Banking, Wealth Management, Credit, Portfolio Management, Financial Modeling, Credit Analysis, Commercial Lending, Investments, Loans, Marketing, Risk Management, Finance

Education
University of North Carolina at Chapel Hill   2001 — 2005
Bachelor of Science (B.S.), Business Administration

Experience
Square 1 Bank   July 2014 - Present
Square 1 Bank   January 2012 - June 2014
Square 1 Bank   January 2011 - December 2011
Square 1 Bank   January 2010 - December 2010

Skills
Banking, Financial Analysis, Portfolio Management, Venture Capital, Mergers & Acquisitions, Strategy, Financial Modeling, Credit, Risk Management, Private Equity, Corporate Finance, Management, Credit Analysis, Valuation, Due Diligence, Loans, Finance, Commercial Banking, Commercial Lending, Start-ups

Education
University of Tennessee-Knoxville   2008 — 2009
Master of Business Administration (MBA), Finance, General

University of North Carolina at Chapel Hill   1999 — 2003
Bachelor of Arts (B.A.), Economics

Experience
Square 1 Bank   October 2014 - Present
Square 1 Bank   July 2013 - September 2014
Santa Clara University  November 2012 - June 2013
Oracle  July 2012 - February 2013
Kappa Kappa Gamma  January 2012 - January 2013

Skills
Microsoft Excel, Microsoft Office, Leadership, Social Networking, PowerPoint, Salesforce.com, Social Media, Customer Service, Access, Microsoft Word, Market Research, Data Analysis, Financial Analysis, Analysis, Team Leadership, Spanish, Time Management, Finance

Education
Santa Clara University - Leavey School of Business   2009 — 2013
Bachelor of Science, cum laude, Finance, International Business

Carondelet High School   2006 — 2009

Experience
Alfred Williams & Company  July 2015 - Present
Christie Clinic  June 2013 - August 2013
3WinsGroup LLC   June 2009 - June 2012
THE O'Neal School  August 2008 - June 2009
Square 1 Bank   May 2007 - August 2007

Skills
Sales, New Business Development, Lean Six Sigma Green..., Medical Devices, Selling, Management, Salesforce.com, Training, Sales Operations, Account Management, Capital Equipment, Cold Calling, Direct Sales, Analysis, Leadership, Business Strategy, Competitive Analysis, Data Analysis, Strategic Planning, Project Management, Strategy, Finance, Process Improvement, Microsoft Excel, Microsoft Office

Education
University of Illinois at Urbana-Champaign   2012 — 2014
Master of Business Administration (MBA), Finance and Process Improvment, 3.63

Purdue University   2004 — 2008
BS, Management

Wyoming Seminary   1999 — 2004

Experience
Silicon Valley Bank  June 2010 - Present
Square 1 Bank   2007 - 2010

Education
University of North Carolina at Chapel Hill   1994 — 1998

Broughton High

Experience
Square 1 Bank   April 2014 - Present
Square 1 Bank   June 2012 - Present
Allstate  July 2011 - June 2012
Auto-Owners Insurance  June 2010 - July 2011
SAS  June 2009 - August 2009

Skills
Financial Analysis, Portfolio Management, Risk Management, Underwriting

Education
University of North Carolina at Charlotte - Belk College of Business   2006 — 2010
Finance, Risk Management & Insurance

Cary Academy

University of North Carolina at Charlotte

Experience
AMRI (Albany Molecular Research Inc.)   July 2015 - Present
Teva Pharmaceuticals  June 2012 - Present
Teva Pharmaceuticals  March 2015 - July 2015
TRC Staffing Services, Inc.   August 2011 - June 2012
Square 1 Bank   January 2010 - October 2010
Tufts-New England Medical Center  April 2009 - February 2010
Glocap Search  November 2008 - January 2009
TRC Staffing  May 2003 - August 2008
Ariel Publicity  January 2008 - May 2008
A&M/Octone Records   July 2007 - December 2007

Skills
Customer Service, Public Relations, Social Media Marketing, Fundraising, Social Media, Marketing, Marketing Strategy, Microsoft Office, Online Marketing, Social Networking, Marketing Communications, Microsoft Word, PowerPoint, Volunteer Management, Microsoft Excel, Newsletters, Event Management, Event Planning, Non-profits, Facebook, Public Speaking

Education
Northeastern University   2004 — 2008
Bachelor of Arts Degree

Germantown Academy   1997 — 2003
Bachelor of Arts (B.A.)

Experience
US Bank  January 2012 - Present
Square 1 Bank   January 2011 - January 2012
Comerica Bank  July 1997 - March 2010
Sedgwick  April 1992 - July 1997

Skills
Commercial Lending, Commercial Banking, Treasury Management, Underwriting, Cash Management, Debt, Business Strategy

Education
University of Notre Dame   1978 — 1982
BBA, Finance

Experience
Northeast Bank  October 2014 - Present
TD  December 2013 - Present
Square 1 Bank   April 2011 - December 2013
Ridgestone Bank  August 2006 - April 2011
AMCORE Bank  2002 - 2006
AMCORE Bank  2002 - 2006
Elgin Community College  1996 - 2002

Skills
Small Business Lending, Loans, USDA, Commercial Lending, Small Business, Underwriting, Commercial Real Estate, Commercial Mortgages, Asset Based Lending, Business Development, Commercial Banking, Banking, Portfolio Management, Loan Origination, Finance, SBA, Credit, Due Diligence, Credit Analysis, Mortgage Lending

Education
Northern Illinois University - College of Business   2000 — 2002
Master of Business Administration (M.B.A.), Business Administration

University of Illinois at Chicago   1984 — 1989
BS, Business Administration

Experience
Square 1 Bank   February 2014 - Present
EY  September 2013 - February 2014
Square 1 Bank   April 2010 - May 2012
Square 1 Bank   October 2009 - April 2010
State Street  March 2009 - August 2009

Skills
Financial Modeling, Business Strategy, Due Diligence, Valuation, Strategy, Corporate Finance, Financial Analysis, Venture Capital, Finance, Private Equity, Mergers & Acquisitions, Portfolio Management

Education
University of North Carolina at Chapel Hill   2012 — 2013
Master of Accounting, Accounting

University of California, San Diego   2004 — 2008
BS, Biochemistry and Cell Biology

Experience
Red Hat  December 2012 - Present
Square 1 Bank   November 2006 - December 2012
SunTrust Bank  1992 - 2006
National Commerce Financial  1992 - 2004

Skills
Banking, Business Analysis, Portfolio Management, Process Improvement, Vendor Management, Retail Banking, Risk Management, Change Management, Requirements Analysis

Education
North Carolina State University
Bachelor of Science (BS), Computer Science

Experience
Life Sciences Alternative Funding LLC   December 2014 - Present
Square 1 Bank   August 2014 - December 2014
Square 1 Bank   January 2013 - August 2014
Square 1 Bank   September 2012 - December 2012
Square 1 Bank   May 2011 - September 2012
Square 1 Bank   September 2008 - May 2011
Hatteras Investment Partners   January 2008 - June 2008
Draper and Kramer  June 2005 - August 2007

Skills
Financial Modeling, Venture Capital, Finance, Portfolio Management, Credit Analysis

Education
University of North Carolina at Chapel Hill   2004 — 2007
BS, Business Administration, Finance Concentration

Experience
Truven Health Analytics  February 2010 - Present
Truven Health Analytics  February 2010 - Present
Square 1 Bank   2007 - 2010
Crescent State Bank  2004 - 2007

Skills
Strategic Planning, Vendor Management, Customer Service, Project Planning, Project Management, Team Building, Budget, Team Leadership, Process Improvement, Negotiation, Microsoft Office, Contract Negotiation

Education
Peace College

Experience
square 1 bank   July 2013 - Present
Veritude at Fidelity Investments   February 2012 - June 2013
Experis Technology Group  August 2011 - February 2012
COMSYS  July 2010 - July 2011
Aerotek Engineering  November 2009 - June 2010
Wausau Financial Systems  August 2006 - March 2009
Just4Us Inc   2004 - 2006
National Commerce Financial  1997 - 2004

Skills
Integration, Business Analysis, Banking, Microsoft SQL Server, Training, MS Project, Check Processing, Positive Pay

Education
University of North Carolina at Charlotte

Experience
Square 1 Bank   March 2013 - Present
First Republic Bank  June 2011 - March 2013
US Bank  May 2010 - June 2011
Mission Equities Real Estate, Inc.   November 2008 - May 2010
Independent Contractor  March 2000 - October 2008
Heller Financial - Real Estate Finance   April 1997 - March 2000
Kensington Realty Advisors   November 1995 - April 1997
American United Life  June 1993 - June 1994
Prudential Financial - Mortgage Capital Company   July 1989 - May 1993

Skills
Loans

Education
The University of Chicago   1987 — 1989
MBA, Finance

University of Michigan   1981 — 1985
BA, Economics

Biocom seminar

Biocom seminar

Experience
square 1 bank   May 2005 - Present
Comerica Bank  June 1999 - May 2005
Tri-City Medical Center  January 1990 - December 1997
Scripps Health  January 1978 - December 1990

Skills
Partnership..., Administrative..., Event Planning, Outlook, Entrepreneurship, Office Management, Leadership, Microsoft Excel, Microsoft Office, Confidentiality, Microsoft Word, Travel Arrangements, Venture Capital

Education
Saddleback College   1970 — 1972
AA, English, Science

Laguna Beach High School   1967 — 1970
HS diploma

Experience
Local Government Federal Credit Union  June 2012 - Present
NC Division of Credit Unions   January 2012 - June 2012
Independent Credit Union Consultant   July 2011 - December 2011
Tatum  January 2011 - July 2011
Square 1 Bank   December 2008 - December 2010
Coastal Federal Credit Union  June 1996 - March 2008
Jefferson Wells  2008 - 2008

Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Microsoft Office, Credit, Risk Management, Auditing, Loans, Credit Analysis, Financial Risk, Financial Modeling, Internal Controls, Cash Management

Education
University of North Carolina at Chapel Hill   1981 — 1985
BS, Accounting

Experience
Square 1 Bank   2006 - Present
Comerica Bank  1999 - 2005

Education
The University of Texas at Austin   1994 — 1999
Bachelor's degree, History

Experience
Square 1 Bank   March 2011 - Present
Delegate Advisors  March 2010 - March 2011
FMI Capital Advisors   September 2009 - March 2010
University of Virginia  August 2007 - July 2009
St. David's School   August 2006 - June 2007

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English Literature

Experience
Square 1 Bank   February 2015 - Present
Square 1 Bank   April 2013 - February 2015
Bagchi Law, PLLC   January 2011 - March 2013
North Carolina Center for Banking and Finance   September 2010 - January 2011
LeClairRyan  May 2009 - July 2009

Education
University of North Carolina School of Law   2007 — 2010
Juris Doctor with Honors, Law

University of North Carolina at Chapel Hill   2003 — 2007
B.S. with Distinction, Business Administration

Experience
Square 1 Bank   January 2012 - Present
Square 1 Bank   May 2009 - December 2011
GE Capital  2004 - 2009
Continuum Health Partners  2001 - 2006
MBIA  1995 - 2002
MBIA  1995 - 2002

Skills
Private Equity, Financial Analysis, Mergers, Financial Modeling, Due Diligence, Venture Capital, Mergers & Acquisitions, Banking, Strategic Planning, Risk Management, Management, Strategy, Credit, Executive Management, Finance

Education
Pace University
Bachelor's degree, Finance and Financial Management Services

Experience
Bank of America  June 2011 - Present
Square 1 Bank   February 2010 - June 2010
Square 1 Bank   June 2009 - February 2010

Skills
Credit, Financial Analysis

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2011
Masters, Accounting

University of North Carolina at Chapel Hill   2005 — 2009
BS, Business Administration

Experience
RJA Global Advisors   2014 - Present
Square 1 Bank   2005 - 2013
Comerica Bank  2000 - 2005
Ruesch International  1998 - 2000

Skills
Capital Markets, Portfolio Management, Strategy, Foreign Exchange, Financial Services, Analytics, Mergers & Acquisitions, Finance, Investments, Executive Management, Strategic Financial..., Customer Acquisition, Financial Modeling, Loans, Banking, Business Development, Entrepreneurship, Management, Relationship Management, Treasury Management, Credit

Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), International Finance, Financial Strategy & Entertainment

University of California, Los Angeles
Bachelor of Arts (B.A.), History/Art History