Technology Credit Union
Tech CU is a Silicon Valley-based credit union. Headquarters: San Jose, CA Founded: 1960 Area served: Silicon Valley Subsidiary: Tech Capital, LLC
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Technology Credit Union Employees
Technology Credit Union December 2013 - September 2014
Wells Fargo Retail Finance May 2011 - January 2014
Bank of America April 2007 - May 2011
Valtex January 2005 - January 2006
Sears, Roebuck and Co. October 2002 - February 2004
Skills
Cross Selling, Banking, Customer Service, Sales, PowerPoint, Microsoft Office, Leadership, Management, Credit, Business Development, Social Networking, Marketing, Microsoft Excel, Loans, Commercial Banking, Retail Banking
Education
Foothill College
Peninsula Family Service January 2012 - Present
SafeAmerica Credit Union August 2006 - December 2011
San Mateo Credit Union January 1995 - July 2006
Technology Credit Union February 1988 - January 1995
MMI Federal Credit Union September 1980 - February 1988
Skills
Banking, Leadership, Credit, Financial Analysis, Strategic Planning, Loans, Credit Unions, Management, Portfolio Management, Team Building, Executive Management, Customer Service, Finance, Microsoft Excel, Budgets, Program Management, Mortgage Lending, Project Management, Consumer Lending, Call Centers, Process Improvement, Risk Management, Microsoft Word, Strategy, Microsoft Office, Coaching, Leadership Development, Operations Management, Loan Origination, Marketing, Small Business Lending, Policy, Public Speaking, Commercial Lending, Non-profit Fund..., Non-profit Leadership, Credit Analysis, Financial Services, Retail Banking, Nonprofits, Asset Liability..., Fiscal Analysis &..., Reorganization and..., P&L Accountability, Cross-functional Team..., Financial Services..., Financial System...
Education
Stanford University 1998 — 1998
Certification, Business & Credit Union Executive Management
Pomona College 1981 — 1983
Certification, Credit Union Management
San Jose State University 1976 — 1981
B.S., Business Management, 3.8 GPA
Technology Credit Union June 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Vans April 2009 - August 2010
Styles For Less, Inc. September 2008 - April 2009
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Cash Management, Financial Analysis, Customer Service, Credit Analysis, Finance, Microsoft Excel, Cross Selling, Financial Services, Deposits, Commercial Banking, Outlook, Mortgage Lending, Sales, Microsoft Office, Risk Management
Education
San Joaquin Delta College 2007 — 2009
San Joaquin Delta College
Sittercity August 2012 - Present
Robert Half Technology 2015 - 2015
Robert Half Technology 2015 - 2015
Technology Credit Union June 2014 - August 2014
Extreme Learning Center December 2012 - February 2013
Mountain View community Center June 2006 - September 2006
Skills
Customer Service, Team Leadership, Team-oriented, Communication, Organization, Typing, Work Effectively, Academic Tutoring, Human Resources, Leadership, Teamwork
Education
San Jose State University 2013 — 2015
Bachelor of Science (BS), Human Resources Management and Services
Foothill College 2010 — 2012
Human Resources Management and Services
Foothill College 2010 — 2012
Valley Christian High School 2006 — 2010
High School Diploma
Jennifer Clapp Photography April 2014 - Present
Stay at Home Mom 2005 - Present
Pelco by Schneider Electric 2002 - 2005
Applied Materials 2000 - 2002
Technology Credit Union 1999 - 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Human Resources, Customer Service, Recruiting, Photography, PeopleSoft, New Hire Paperwork, College Recruiting, Employee Wellness..., FMLA, Performance Appraisal, Headcount Management, Employee Relations, Career Development, Volunteering
Education
San Jose State University
Bachelor's Degree, Speech Communication and Rhetoric and Human Resources
Technology Credit Union November 2014 - Present
Besco Investments April 2004 - Present
Alliance Development Group LLC August 2006 - March 2008
Toll Brothers April 2004 - July 2006
Wells Fargo & Co. & Wells Fargo Home Mortgage, Inc. November 1997 - February 2004
Skills
New Home Sales, Real Estate, Single Family Homes, Condos, Townhomes, Luxury, Real Estate Financing, Real Estate Economics, Mortgage Lending, Management, Sales, Investment Properties, Mortgage Banking, Retail Banking, Consumer Lending, Business Development, Networking, Marketing Event Planning, Community Outreach, Member Relations, Loans, Marketing
Education
Real Estate Board Certified
Department of Real Estate License dre # 01456271
San Francisco State University
Communications Degree
CUNA (Credit Union National Association)
Certified Financial Counselor
Diamond Bar High School
San Jose City College
Solar Clean and Green; Sales and Marketing; Solar Design
UNCLE Credit Union February 2012 - Present
Technology Credit Union July 2009 - February 2012
Central Pacific Mortgage - Modesto,CA 2005 - 2008
Petersen Construction 1994 - 2005
Valley First Credit Union March 2001 - 2004
GreenPoint Mortgage 1993 - 2001
Pay 'N Save Drugs 1975 - 1976
Pay 'N Save Drugs 1975 - 1976
Skills
Employee Relations, Social Media, PowerPoint, Data Entry, Marketing Strategy, Commercial Lending, Small Business Lending, Account Management, Retail Banking, Supervisory Skills, Internet Banking, Financial Risk, Research, Credit Unions, Marketing Management, Risk Management, Portfolio Management, Underwriting, Public Relations, Public Speaking, Mortgage Lending, Loans, Consumer Lending, Banking, Credit, Customer Service, Credit Analysis, Loan Origination, Funding, Real Estate, Residential Mortgages, Refinance, Mortgage Banking, FHA, Mortgage Underwriting, Loss Mitigation
Education
Modesto Junior College 1977 — 1980
Was pursuing an Associate's degree, Business Administration and Management, General
Grace M. Davis High School 1972 — 1976
High School Diploma, Broadcast Journalism, Business
Turlock High School
Technology Credit Union June 2009 - Present
Marine Retail Management October 2005 - May 2008
Skills
Employee Relations, Onboarding, HRIS, Employee Benefits, Employee Engagement, Human Resources, Employee Training, Deferred Compensation, Workforce Planning, Personnel Management, Benefits Administration, New Hire Orientations, PeopleSoft, Talent Management, Applicant Tracking..., Talent Acquisition, Payroll, HR Policies, Interviews, Workers Compensation, Process Improvement, Credit Unions, College Recruiting, ADP Payroll
Education
San Jose State University 2003 — 2005
Bachelor's of Science, Business Administration
West Valley College 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Morris & Garritano March 2015 - Present
Technology Credit Union September 2004 - March 2015
CommnoWealth Central Credit Union 2000 - 2004
Skills
Employee Relations, Performance Management, Onboarding, Organizational..., Employee Engagement, HRIS, Talent Management, Employee Benefits, Leadership Development, Recruiting, Coaching, Workforce Planning, Employee Training, Change Management, Team Building, Strategic Planning, Personnel Management, Organizational..., Leadership, HR Policies, Human Resources, Deferred Compensation, Benefits Administration, Applicant Tracking...
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Psychology
Willow Glen Charm April 2011 - Present
Coldwell Banker Real Estate September 2003 - April 2011
Intero Real Estate Services December 2008 - February 2011
Coldwell Banker September 2007 - March 2009
Technology Credit Union September 1999 - September 2001
Skills
Sellers, Referrals, Home, Home Staging, Buyers, Negotiation, Short Sales, Single Family Homes, Selling, First Time Home Buyers, Relocation, REO, Foreclosures, Buyer Representation, Property Management, Listings, New Home Sales, Condos, Investment Properties, SFR, Property, Move Up Buyers, New Homes, Townhomes, Real Property, Income Properties, Relocation Buyers, Real Estate Transactions, Luxury, Vacation Homes, Sales
Education
San Jose State University 1992 — 1996
Masters of Social Work, Awesome-ness I mean I have a business minor
Monterey Peninsula College 1989 — 1992
Associate of Arts (AA), Got the basics done there
Ericsson December 2013 - Present
Washington Hospital Healthcare System February 2010 - December 2013
Spansion November 2007 - February 2009
Heritage Bank of Commerce August 2005 - October 2007
Technology Credit Union July 2002 - October 2005
Skills
Administrative..., Budgets, Customer Service, Invoicing, Management, Office Management, Onboarding, Project Coordination, Administration, Process Scheduler, Human Resources, Time Management, Access, Outlook, Software Documentation, Administrative..., Process Improvement, Training
Education
Evergreen Valley College
Business, Management, Marketing, and Related Support Services
Technology Credit Union August 2006 - Present
Coach May 2006 - April 2007
Victoria's Secret January 2005 - June 2006
Modesto Junior College August 2004 - January 2005
Valley First Credit Union May 2003 - September 2004
Skills
Lead Generation, Marketing Strategy, Social Media Marketing, Marketing, Internal Communications, Social Media, Market Research, Financial Services, Newsletters, Brand Awareness, Corporate Branding, Corporate Communications, Product Marketing, Direct Marketing, Marketing Communications, Project Management, Illustrator, InDesign, PowerPoint, Microsoft Excel, Advertising, Direct Mail, Customer Service
Education
California State University-East Bay
Bachelor's degree, Marketing / Health Administration
Technology Credit Union July 2012 - Present
Technology Credit Union December 2009 - July 2012
Bank of America March 2006 - November 2009
Sears, Roebuck and Co. March 2005 - January 2006
Skills
Banking, Customer Service, Customer Relations, Sales Management, Auditing, Consumer Lending, Home Equity Lines of..., ISO 9001 RABQSA..., Time Management, Sales, Management, Small Business Lending, Investments, Loans, Credit, Leadership, Finance, Customer Satisfaction, Training, Mortgage Lending, CRM, Commercial Banking, Coaching, Cross Selling
Education
University of California, Davis 2004 — 2008
BA, Communications
Milpitas High School 2000 — 2004
Technology Credit Union September 2014 - Present
Macy's May 2013 - September 2014
Acteva January 2011 - June 2013
Hyundai Motor Company January 2007 - December 2010
Skills
Customer Service, Sales, Customer Satisfaction, Marketing, Account Management, CRM, Microsoft Office, Management, Sales Management, Sales Operations, Time Management, Microsoft Excel, Social Media, Salesforce.com, Microsoft Word, Sales Process, Marketing Strategy, Leadership, Team Leadership
Education
Sikkim Manipal University - Distance Education 2008 — 2010
Master of Business Administration (M.B.A.), Sales, Distribution, and Marketing Operations, General
Tripura University 1995 — 1998
Bachelor's degree, Environmental Science
Technology Credit Union January 2013 - Present
Cupertino Chamber of Commerce 2013 - Present
Technology Credit Union 2010 - January 2013
Cupertino Chamber of Commerce Ambassador 2012 - 2013
Alliance Credit Union June 2007 - July 2010
Wells Fargo 2004 - 2007
Skills
Consumer Lending, Loans, Credit, Banking, Retail Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Lending, Cross Selling, Commercial Banking, Risk Management, Financial Services, Relationship Management, Leadership, Credit Unions, Branch Management, Credit Risk, Credit Cards, Sales, Business Development, Mortgage Banking, Cash Management, Deposits, Refinance, Portfolio Management, Finance
Education
OG
San Jose State University
BA, Communications
Technology Credit Union June 2015 - Present
Technology Credit Union May 2013 - Present
Helping Hand for Relief and Development March 2012 - November 2012
Muslim Community Association January 2012 - June 2012
Children's Recovery Center of Northern California April 2010 - March 2012
Skills
Community Outreach, Leadership, Fundraising, Nonprofits, Public Speaking, Organizational..., Event Planning, Research, Data Analysis, Time Management, Events Coordination, Marketing Communications, Advertising, PowerPoint, Networking, Nursing Care, Grant Writing, Customer Service, Public Relations, Microsoft Excel, Teamwork, Outlook, Social Media, Editing, Access, Coaching, Higher Education, Administrative Work, Training, Microsoft Office, Strategic Planning, Leadership Skills, Administrative Skills, Teaching, Microsoft Word, Administrative..., Team Building, Critical Thinking, Team Leadership, Qualitative Research, Leadership Development, Analysis, Computer Skills, Financial Reporting, Financial Accounting, Finance, Episys-Symitar, Akcelerant, Synapsys, NMLS Licensed
Education
San Jose State University 2011 — 2013
Bachelor of Arts (BA), Sociology
University of Central Florida 2007 — 2009
Associate's degree, Health Science
PwC September 2015 - Present
Crown Worldwide Group June 2014 - July 2014
San Jose State University College of Business Department of Organization and Management August 2013 - December 2013
Technology Credit Union June 2013 - August 2013
Professional Plastics July 2009 - April 2012
Marsh August 2005 - April 2009
Marsh February 2002 - August 2005
Skills
Customer Service, Insurance, Outlook, Negotiation, Microsoft Excel, Microsoft Word, Process Improvement, Business Process Mapping, Risk Assessment, Procedure Development, Fraud Detection, Financial Investigation, Leadership, PowerPoint, Public Speaking, Event Planning, Presentations, Visio, MS Excel Pivot Tables, Enterprise Risk...
Education
San Jose State University 2012 — 2014
Bachelor of Science (BS)
De Anza College
Associate of Arts (A.A.)
Technology Credit Union February 2015 - Present
State Farm March 2014 - August 2014
Farmers Insurance June 2013 - February 2014
Skills
Insurance, Call Centers, Property & Casualty..., Commercial Insurance, Health Insurance, Customer Service, Customer Retention, Life Insurance, Accident Insurance, Umbrella Insurance, General Insurance, Sales, Leadership, Microsoft Word, Microsoft Office, Time Management, Cold Calling, PowerPoint, Social Networking
Education
California State University-Chico 2007 — 2011
Bachelor of Arts (BA), Psychology
Fortium Partners LP July 2015 - Present
makeITpay Consulting LLC 1998 - July 2015
IBM Global Business Services January 2007 - December 2007
infoUSA.com January 2000 - December 2000
Hewlett Packard 1998 - 2000
makeITpay Consulting LLC 1995 - 1998
Technology Credit Union 1993 - 1997
LSI Logic 1992 - 1995
Husky Energy acquired Husky Oil, whom I worked for during this time 1991 - 1992
Apple Computer 1988 - 1990
Skills
IT Strategy, Outsourcing, Program Management, Enterprise Software, Management Consulting, Cross-functional Team..., Start-ups, Business Process..., Management, Enterprise Architecture, Leadership, ERP, Professional Services, Telecommunications, Project Management, Product Management, Cloud Computing, Process Improvement, Governance, Mergers & Acquisitions, Board of Directors, Cost Takeout, Engagement Lead, Software Development, Business Strategy, Product Development, Global Networking, Web Hosting, Lead Corporate IT..., Competitive Bidding, Turnaround Strategy, M&A experience, Business Process..., SOX Compliancy, SAP, Oracle, Technology Services, Strategy Execution, VMware, Agile & Waterfall..., SOA, Web Services, Cloud Computing IaaS, Private Cloud, High Availability..., Risk Assessment, MS Project, Data Center, SEI CMM, Capacity Planning
Education
University of California, Berkeley 2002 — 2003
Certification: Internet Business and Technology, Web Development Speciality, Computer Science
Yale University
Executive Management Program, Executive MBA Equivalent for working executives
University of Arkansas
MSIE, M.S. Operations Research in Industrial Engineering emphasis in Computer Science, 3.85
University of Arkansas
BS, School of Business, B.S. Public Administration emphasis in Business
Technology Credit Union July 2013 - Present
Lionheart Wines June 2010 - Present
San Jose State University November 2011 - July 2013
San Jose State University November 2006 - November 2011
California Family Health Council May 2001 - October 2006
Branham Dance Center September 1990 - June 2001
Harder + Co. 1997 - 1999
Skills
Membership Recruitment, Community Relations, Fundraising, New Business Development, Higher Education, Health Education, Advocacy, Social Media, Stakeholder Engagement, Community Outreach, Nonprofit Leadership, Grant Writing, Grant Research, Social Networking, Non-profits, Grants, Volunteer Management, Annual Giving, Alumni Relations, Leadership, Stewardship, Planned Giving, Event Planning, Public Policy, Board Development, Public Relations, Event Management, Community Development, Research, Student Affairs, Program Management, Program Development, Public Speaking, Program Evaluation, Strategic Planning, Nonprofits, Recruiting, Teaching, Government, Community Organizing, Philanthropy, Leadership Development, Capital Campaigns, Non-profit..., Workshop Facilitation, Youth Development, Proposal Writing, Major Gift Development, Strategic Communications, Volunteer Recruiting
Education
University of San Francisco 2005 — 2008
MNA, Nonprofit Administration
San Jose State University 1994 — 1997
BS, Health Science, minor in Dance
Gunderson
Gunderson
Gunderson
Levi's® Stadium August 2014 - Present
Levi's® Stadium June 2014 - Present
San Francisco Giants March 2014 - Present
Stanford University August 2013 - Present
Non-Profit 2010 - Present
TEDxNewWallStreet 2012 - 2012
Silicon Valley Bank 2010 - 2011
Meriwest Credit Union 2007 - 2009
Golden Bay Federal Credit Union 2002 - 2007
Technology Credit Union 1998 - 2003
Skills
Email Marketing, Marketing Communications, Direct Marketing, Marketing Strategy, Market Research, Integrated Marketing, Social Media Marketing, Marketing Management, Strategy, Market Analysis, Marketing, Customer Service, SEO, Online Advertising, PPC, CRM, Brand Management, Online Marketing, Research, Product Marketing, Data Analysis, Corporate Branding, Social Media, Public Relations, Advertising, Marketing Project..., Campaign Management, Collaborative Management, Business Intelligence, Collateral, Direct Mail, Social Networking, Collaborative Leadership, Cross-functional Team..., Brand Awareness, Media Relations, Competitive Analysis, Analytics, B2B Marketing, Strategic Partnerships, Team Leadership, Product Development, Program Management, Project Management, Strategic Planning, Sports Marketing, Paid Search, Customer Service..., Sports Customer Service, Sports Management
Education
Stanford Continuing Studies
Sports Business
Santa Clara University - Leavey School of Business
MBA
University of California, Los Angeles
BA, Political Science
Homestead High School
Inspirus Credit Union July 2015 - Present
Technology Credit Union March 2013 - Present
Skills
Customer Service, Project Management, Leadership, Sales, Banking, Financial Analysis, Business Strategy, Team Leadership, Business Analysis, Cash Management, Credit, Portfolio Management, Retail Banking
Education
San Jose State University
Business Administration and Management, General
Kumar Jewelers January 2012 - Present
Mobclix February 2008 - December 2011
Technology Credit Union January 2007 - February 2008
Technology Credit Union May 2005 - January 2007
Kumar Jewelers September 2003 - May 2005
Punjab and Sind Bank July 2000 - July 2003
Skills
Calendars, Administration, Coordination, Event Planning, Office Management, Process Scheduler, System Administration, Event Management, Scheduling, Administrative Support
Education
Guru Nanak Dev University 2000 — 2002
Associate's degree in Computers, Computer Applicatons
Guru Nanak Dev University 1999 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Golden 1 Credit Union November 2014 - Present
Technology Credit Union May 1999 - January 2013
Bank of America January 1996 - January 1999
Bank of America October 1990 - January 1996
Skills
Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Cross Selling, Portfolio Management, Financial Services, Underwriting, Notary Public, Customer Service, Management, Branch Management, Sales Management, Credit Unions, Deposits, Team Management, Budgets, Leadership, Relationship Management, Investments, Mortgage Underwriting, Finance, Credit Risk, SBA, Risk Management, Business Development, Loan Origination, Cash Management, Business Planning, Sales, Training, Credit Cards, Loss Mitigation, Executive Management
Education
San Jose State University 1991 — 1996
Bachelor's degree, Criminal Justice and Corrections
Western CUNA Management School 2008 — 2010
Technology Credit Union October 2012 - Present
Alliance Credit Union November 2007 - October 2012
Brenlo Inc. July 2004 - June 2007
Skills
Financial Analysis, Accounting, Account Reconciliation, Cash Management, Accounts Payable, Accounts Receivable, Finance, Payroll
Education
Wuhan University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jianghan University 1988 — 1991
Focus Business Bank March 2012 - Present
Technology Credit Union 2007 - 2012
Wells Fargo 2004 - 2005
Stanford Federal Credit Union 2001 - 2004
Skills
Banking, Accounting, General Ledger, Accounts Payable, Investment Banking, Financial Analysis, Financial Reporting, ACH, Wire Transfers, Variance Analysis, Certifications, Bank Reconciliation, Commercial Banking, Accounts Receivable, Billing Systems, Payment Systems, Ad Hoc Reporting, Auditing, Financial Risk, Financial Services, Payments, Management, Process Improvement, Account Reconciliation, Journal Entries, Internal Audit, Accruals, Sarbanes-Oxley, Balance, Financial Statements, Cash, Finance, Fixed Assets, Financial Modeling, Balance Sheet, Cash Flow Forecasting, Revenue Recognition, GAAP, Expenses, Peachtree
Education
St. Francis High School
San Jose State University
Bachelor of Business Administration (B.B.A.), Accounting
KeyPoint Credit Union January 2014 - Present
Patelco Credit Union August 2010 - January 2014
Technology Credit Union April 2004 - July 2010
CommonWealth Central Credit Union January 1998 - March 2004
TCI (now Comcast) 1992 - December 1997
Skills
Organizational..., Strategic Planning, Administration, Employee Relations, Leadership Development, Executive Development, Organizational..., Employee Engagement, Human Resources, Employee Benefits, Coaching, Onboarding, Performance Management, Training, Leadership, HRIS, Recruiting, Payroll, Deferred Compensation, Talent Management, Executive Management, System Administration, Banking, HR Policies, Team Building, Change Management, Workforce Planning, Benefits Administration, Succession Planning, Executive Pay, Talent Acquisition, Personnel Management, Policy, Call Centers, Employee Training, Organizational..., Consumer Lending, Vendor Management, Mergers & Acquisitions, Conflict Resolution, New Hire Orientations, PeopleSoft, HR Consulting, Interviews, Process Improvement, Organizational Design, Executive Coaching, Credit Unions, Labor Relations, Career Development
Education
University of San Francisco 2007 — 2009
Master of Science, Organizational Development
Bethany College of the Assemblies of God 1988 — 1993
Bachelor of Arts (BA), English Language and Literature, General
Technology Credit Union March 2014 - Present
Technology Credit Union April 2009 - February 2014
Technology Credit Union November 2011 - March 2012
Technology Credit Union January 1995 - January 2009
Skills
Leadership, Customer Service, Financial Accounting, Project Management, Finance, Investment Accounting, Consumer Lending, Financial Reporting, Secondary Mortgage..., Loans, Process Improvement, Team Building, Banking, Accounting, Financial Analysis, Credit Unions
Education
University of California, Santa Cruz 2013 — 2014
Certification, Project & Program Management
Technology Credit Union Learning and Development 2013 — 2014
Leadership Enrichment and Development (LEAD) certification
San Jose State University 1991 — 1994
Bachelor of Science, Business Administration - Finance
Technology Credit Union 2010 - Present
Bank of America July 2008 - August 2010
Los Angeles Unified School District December 2007 - June 2008
Skills
Symitar
Education
CSUN 2006 — 2007
Sociology
Los Angeles Mission College 2004 — 2006
Sociology
Patelco Credit Union February 2015 - Present
Macy's October 2013 - February 2015
Alameda County Registrar of Voters September 2014 - November 2014
Technology Credit Union August 2012 - February 2013
LIBERTY FIRST FINANCIAL April 2002 - March 2012
ROMIC FINANCIAL December 2001 - April 2004
Hewlett-Packard June 1998 - September 2001
PrideStaff August 1996 - June 1998
Fairmont Hotels & Resorts November 1997 - January 1998
First Impressions, Fine Art & Custom Framing July 1995 - August 1996
Skills
Outlook, Loans, Sales, Management, Microsoft Word, Budgets, Customer Service, Mortgage Lending, Microsoft Excel, Financial Reporting, Property Management, Microsoft Office, Financial Analysis, Credit, Accounts Receivable, Account Management, Accounting, Event Management, Portfolio Management, Administrative..., Underwriting, Training, Customer Satisfaction, Credit Analysis, Marketing, Sales Management, Banking, Leadership, Budgeting, Selling, German, Hungarian, Team Building, Customer Relations, Contract Negotiation, PowerPoint, Negotiation, Finance, Risk Management, Forecasting, Process Improvement, Word, Consumer Lending, Excel, Association Management, Strategic Planning
Education
California State Polytechnic University-Pomona 1984 — 1987
Completed 98% of course work towards B.S., Hotel Restaurant and Travel Mgmt; Hotel Restaurant Mgmt, 3.2
Paul Smith's College 1982 — 1984
Associates in Applied Science, Pre- Professional Hotel & Restaurant Management, 3.5
Pittsford Mendon High School 1980 — 1982
Regents HS, Business Management
Quotient Partners 2011 - Present
RLI Insurance 2004 - Present
FICO 2010 - 2011
Citigroup Global Transaction Services 2005 - 2010
Coldspark, Inc. 2003 - 2008
Technology Credit Union 1999 - 2008
Swiss Re 1999 - December 2005
Cisco Systems 2002 - 2005
Receiptcity.com 1999 - 2002
Anytime Access, Inc. 1999 - 2001
Skills
Business Strategy, Start-ups, Insurance, E-commerce, Emerging Markets, P&L Management, Board Leadership, Executive Management, Corporate Management, Corporate Development, sales and marketing, Mobile Payments, Electronic Payments, Banking, Capital Markets, Private Equity/Venture..., Predictive Analytics, Credit Scoring, Cash Management, Cloud Computing, Social Media, Location Based Services, Internet Strategy, Information Services, Information Technology, Mergers, Strategic Partnerships, Entrepreneurship, New Business Development, SaaS, Business Planning, Leadership, Venture Capital, Enterprise Software, Product Management, Financial Services, Strategy, Analytics, Risk Management, Business Development, Program Management, Sales Management, Management, Finance, Consulting, Selling, Outsourcing, Mergers & Acquisitions, Sales, Portfolio Management
Education
Punahou School
University of Southern California
Bachelor's Degree, Business with emphasis in Entrepreneurship and Finance
Technology Credit Union September 2000 - Present
Washington Mutual 1998 - 2000
Asst. Manager March 1997 - September 1998
Blockbuster March 1995 - March 1997
Skills
Cash Management, Mortgage Processing, Retail Sales, Microsoft Word, Microsoft Excel, Photoshop, Outlook, Multi Tasking, Proactive self-starter, Office Equipment, Coordinating Events, Office Equipment..., Assisting Others
Education
Ashford University 2012 — 2015
Currently enrolled, Business Leadership
El Camino Real H.S. 1984 — 1988
Gen. Ed
NantMobile™ September 2015 - Present
Snap-File April 2015 - Present
Testlio April 2015 - Present
uTest April 2015 - Present
Technology Credit Union June 2013 - April 2015
Technology Credit Union February 2010 - June 2013
Neal Acquasiton/Alpha Liner January 2005 - September 2008
Wells Fargo January 2000 - May 2004
Skills
Credit, Loans, Consumer Lending, Banking, Cross Selling, Sales, Retail Banking, Customer Service, Leadership, Small Business Lending, Management, CRM, Credit Risk, Finance, Commercial Lending, Financial Services, Credit Unions, Relationship Management, Underwriting, Mortgage Lending, Commercial Banking, Portfolio Management, Team Building, Branch Management, Time Management, Outlook, Analysis, Training, Credit Analysis, Account Management, Cash Management, Mortgage Banking, Networking, Customer Retention, Loan Origination, SBA, Coaching, Business Development, Microsoft Office, Refinance, Quality Assurance, Manual Testing, Regression Testing, Usability Testing, Functional Testing, User Acceptance Testing, XML, Python, SQL, JavaScript
Education
Portnov Computer School 2015 — 2015
Software Quality Assurance Engineer
San Jose State University 1999 — 2000
Sequoia High School 1996 — 1999
Burnett Specialists / Choice Specialists Life Insurance Administrative Assistant - New Business Annuities Dept.Burnett Specialists / Choice SpecialistsAugust 2015 - October 2015
Hire Priority Recruitment, Inc. dba Hire Professionals May 2015 - August 2015
MDI Group April 2015 - May 2015
BG Staffing: Multifamily Division (Property Management) February 2015 - April 2015
Bureau of Real Estate May 2006 - February 2015
Keshav Consulting Solutions (KCS) July 2014 - January 2015
Ultimate Staffing December 2013 - May 2014
West Valley Staffing Group June 2013 - December 2013
Rambus, Inc. 2008 - 2012
Technology Credit Union January 2001 - January 2004
Skills
Speak Spanish, Administrative Support, Administration, Real Estate, Short Sales, Negotiation, Residential, Sellers, Selling, First Time Home Buyers, Investment Properties, Relocation, Foreclosures, For Fun, I do Ballroom Dancing..., I tutor reading for..., too, Administrative..., Spanish, Office Management, Outlook, Residential Homes, Administrative..., Customer Service, Microsoft Office
Education
Cabrillo College
Early Childhood Education Certificate
U.C. Santa Cruz - Kresge College
General Studies
Technology Credit Union February 2013 - Present
Tech CU 2007 - January 2013
Technology Credit Union 2003 - 2008
Skills
Banking, SharePoint, Content Management, Change Management, Intranet, Process Improvement, Analysis, CRM, Employee Engagement, Leadership, Business Analysis, Training, Project Management, Management, Credit Unions, Financial Services, Risk Management, Vendor Management, Customer Service
Education
Budapest Business School, College of International Management and Business 1998 — 2001
BA, International Diplomacy
Eötvös Loránd University 1997 — 2001
MA, Scandinavian Studies, American Studies
Synchrony Financial September 2014 - Present
Silicon Valley Bank June 2011 - September 2014
Visa August 2010 - June 2011
Bling Nation October 2009 - July 2010
M Squared Consulting June 2009 - October 2009
JP Morgan Chase March 2006 - April 2009
Washington Mutual Card Services March 2006 - March 2009
Valley credit Union April 2005 - March 2006
Addison Avenue Credit Union November 2004 - April 2005
Technology Credit Union August 2002 - November 2004
Skills
SDLC, Cross-functional Team..., Management, Project Planning, Risk Management, PMP, Vendor Management, Business Process, Business Analysis, Call Centers, Software Project..., Start-ups, PMO, Resource Management, Process Improvement, Integration, Banking, Credit Cards, Project Portfolio..., Requirements Analysis, Licensing, Financial Services, Certified Project..., MS Project, Training, Team Leadership, Business Development, Enterprise Software, Business Process..., Requirements Gathering, Project Delivery, Portfolio Management, Business Requirements, Strategic Planning, IT Strategy, Outsourcing, Team Building, Change Management, Finance, Analysis, Mergers & Acquisitions, CRM, Budgets, Analytics, Product Development, Human Resources, Strategy, IT Management, Business Intelligence, Agile Methodologies
Education
Embry-Riddle Aeronautical University 1988 — 1993
B.S.
Girl Scouts of Northern California November 2014 - Present
Advanced Network Information at Cisco June 2014 - April 2015
Kaiser Permanente October 2010 - June 2014
Chevron July 2007 - July 2010
Chevron July 2008 - October 2008
Chevron September 2007 - June 2008
Chevron July 2006 - February 2007
Technology Credit Union March 2005 - January 2006
Bank of America July 2004 - December 2004
Tiffany & Co. April 2003 - June 2004
Education
Golden Gate University 1998 — 2000
M.S., Public Relations
California State University-East Bay 1990 — 1993
B.A, Mass Communications
California State University-Long Beach 1990 — 1990
UNCLE Credit Union February 2012 - April 2015
Integrated Marketing Communications June 2010 - February 2012
Technology Credit Union April 2005 - June 2010
Work2future 2004 - 2006
Valley Credit Union (now CEFCU) March 2003 - April 2005
The California Credit Union August 2000 - March 2003
Los Angeles Police Federal Credit Union January 1996 - August 2000
Bank of America February 1994 - January 1996
Skills
Digital Marketing, Strategic Planning, Marketing Strategy, Advertising, Strategy, SEO, Creative Direction, Brand Management, Integrated Marketing, Market Research, Public Relations, Social Media, Product Marketing, Email Marketing, Leadership, Social Media Marketing, Marketing, Market Planning, Editing, Business Development, Performance Management, Management, Cross-functional Team..., New Business Development, Marketing Research, Budgets, Product Development
Education
Southern New Hampshire University 2010 — 2014
Master's Degree--MS, Marketing, 3.95 GPA
University of Missouri-Columbia
Bachelor of Arts, Political Science
Yahoo February 2015 - Present
Yahoo! March 2013 - February 2015
VMware, Inc. January 2012 - March 2013
VMware December 2009 - January 2012
VMware February 2008 - December 2009
VMware August 2004 - February 2008
Technology Credit Union June 2003 - August 2004
CAT Technology November 2000 - May 2003
Inktomi Corporation June 1996 - November 2000
Skills
Human Resources, Applicant Tracking..., Employee Relations, Talent Acquisition, Talent Management, HRIS, Performance Management, Vendor Management, Onboarding, Recruiting, Technical Recruiting, Change Management, Program Management, Organizational..., Team Building, Training, HR Transformation, Strategic HR, Employee Engagement, PeopleSoft, Deferred Compensation, Employee Benefits, Personnel Management, Strategy, Employer Branding, Leadership, Temporary Placement, Management
Education
University of San Francisco 2000 — 2003
Master's degree, Human Resources and Organizational Development
Tufts University 1990 — 1994
BA, English
Fielding Graduate University
Doctor of Philosophy (PhD), Human and Organizational Development, ON LEAVE
Financial Resources Federal Credit Union September 2010 - January 2012
Sovereign Bank January 2009 - September 2010
Technology Credit Union April 2006 - June 2008
Valley Credit Union February 2001 - April 2006
Skills
Coaching, Customer Satisfaction, Cross Selling, Staff Management, Inside Sales, Performance Management, Auditing, Account Management, Microsoft Office, Microsoft Windows 98, Excel, Credit, Customer Relations, Banking, Team Management, Team Leadership, Call Center, Hiring, Team Building, Customer Retention, People Management, Mentoring, Retail Banking, Operations Management, Problem Solving, Customer Experience, Customer Service, Teamwork, Time Management, Staff Training, Outstanding Customer..., Cash Management, Consumer Lending, Management
Education
University of Madras 1984 — 1986
Master's degree, Economics
Tallahassee Community College 1998 — 2000
Certificate, Computer Programming, 3.3
Bishop Ranch Veterinary Center & Urgent Care Communications-Phone, WebChat, EmailBishop Ranch Veterinary CenterSeptember 2010 - October 2014
Technology Credit Union August 2006 - September 2010
First Collateral August 2005 - August 2006
Bishop Ranch Veterinary Center September 2002 - August 2005
Hawthorn Suites by Wyndham October 2004 - March 2005
Club Sport Fitness June 2004 - March 2005
Skills
Customer Service, Microsoft Excel, Data Entry, Outlook, Access, PowerPoint, Microsoft Office, Microsoft Word, 10 Key, Administrative..., Marketing, Leadership, Sales, Credit, Banking, Financial Analysis, Research, Veterinary
Education
Dublin High School 1998 — 2002
High School Diploma
Las Positas College
Las Positas College
University of Phoenix
Business Management
EY June 2015 - Present
eASIC January 2015 - June 2015
Santa Clara University - Leavey School of Business January 2015 - March 2015
Technology Credit Union June 2014 - August 2014
Aon June 2012 - September 2012
Aon June 2006 - July 2011
Deshen Law Office September 2005 - December 2005
Shanghai Intermediate Court July 2005 - September 2005
Skills
Legal Research, Property & Casualty..., Insurance Law, Legal Writing, Claims Management, Project Management, Product Liability, Brokers, Data Analysis, Negotiation, Translation, Claims Handling, Document Drafting, Claims Resolution, Microsoft Office, Presentations, Claims Consulting, Communication, Financial Modeling, Financial Analysis, Insurance, Finance, Management
Education
Santa Clara University 2013 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2011 — 2012
Master of Laws (LL.M.)
Fudan University
Bachelor's degree, Law
INTUVO Inc. January 2014 - Present
KDB and Associates (www.kdbconsults.com) May 2013 - August 2014
Patelco Credit Union May 2009 - April 2013
Technology Credit Union 1995 - 2009
Bay Federal Credit Union 1989 - 1995
Skills
Executive Management, Credit Unions, Risk Management, Leadership, Strategic Planning, Strategy, Organizational..., Financial Institutions, Loan Origination, Loans, Management, Mergers & Acquisitions, Financial Accounting, Banking, Financial Services, Mortgage Lending, Finance, Portfolio Management, Team Building, Strategic Partnerships, Financial Analysis, Performance Improvement, Sales, Human Resources, Commercial Lending, Program Management, Analysis, Credit, Consumer Lending, Investments, Insurance, Small Business Lending, Loss Mitigation, Leadership Development, Business Planning, Recruiting, Credit Analysis, Budgets, Credit Risk, Start-ups, Coaching, Public Speaking, Consulting, Financial Risk, ALM, Strategic Financial..., Team Leadership, Business Development, CRM, Contract Negotiation
Education
Credit Union Executive Society-CUES 1985 — 2012
CCUE, CCE, Credit Union Management
Golden Gate University 1997 — 1998
Organizational Development
San Jose State University 1977 — 1979
BS, Business Admin/Accounting
Technology Credit Union January 2015 - Present
Skills
Recruiting, Training, Organizational..., Interviews, Leadership, Public Speaking, Human Resources, Non-profits, Social Media, Talent Acquisition, Nonprofits, Strategic Planning, Coaching, Analysis, Strategy, Volunteer Recruiting, Volunteer Management, Policy, Event Planning, Program Management, Talent Management, Business Development, Leadership Development, Change Management, Staff Planning, Resume Writing, Marketing, Diversity & Inclusion, Customer Service, Employee Relations, Consulting, Applicant Tracking..., Full-cycle Recruiting, Managing Volunteers, Plannning, SDLC, Fundraising, Staff Development, College Recruiting, Time Management, Sales, Performance Management, Social Media Marketing, Program Development, Management, Event Management, Workshop Facilitation
Education
Middlebury Institute of International Studies at Monterey 2000 — 2002
MBA
UC Davis 1988 — 1993
BA
Human Resources Certification Institute 2012 — 2012
Senior Professional in Human Resources
We Florida Financial November 2013 - Present
IBERIABANK April 2013 - August 2013
TD September 2008 - April 2013
Red Robin April 2006 - April 2008
MasterMore Properties, Ltd. March 2005 - April 2006
BankAtlantic August 2004 - March 2005
Technology Credit Union April 1997 - October 2003
Desert Communities Federal Credit Union January 1994 - March 1997
Miami Beach Federal Credit Union September 1985 - December 1993
Skills
Management, Sales, Training, Performance Management, Loans, Portfolio Management, Customer Service, Financial Services, Mortgage Lending, Banking
Education
Florida International University 1987 — 1992
Bachelor of Science (BS), Communication and Media Studies
College of Central Florida 1983 — 1985
Associate of Arts (A.A.), Business Administration and Management, General
First Republic Bank April 2015 - Present
Comerica Bank August 2014 - April 2015
Comerica Bank July 2013 - July 2014
Bridge Bank January 2013 - May 2013
Technology Credit Union June 2012 - December 2012
Morgan Stanley Wealth Management June 2012 - August 2012
WordWatch, Inc. August 2011 - April 2012
Skills
Financial Analysis, Finance, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Start-ups, Credit Risk, Commercial Lending, Underwriting, Business Development, Real Estate Lending, SBA, Venture Capital, Private Equity, Venture Financing, Investments
Education
San Jose State University
B.S Business Administration, Finance/ Economics
Chartered Financial Analyst (CFA) Program
Chartered Financial Analyst, Investments and Securities
Palantir Technologies August 2011 - Present
Google January 2010 - August 2011
CRC Health Group August 2009 - January 2010
Duran HCP, Inc. September 2007 - August 2009
Google, Inc (via Duran HCP, Inc) January 2008 - October 2008
Technology Credit Union June 2006 - August 2007
Wells Fargo Bank June 2003 - June 2006
Education
San Jose State University
Bachelors of Science, Marketing and Human Resources
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Old Shanghai Online January 2012 - Present
IDG Consumer & SMB 2013 - 2013
GME Solutions June 2010 - October 2010
GME Solutions July 2008 - May 2010
GME Solutions September 2007 - June 2008
Technology Credit Union July 2005 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Project Management, Microsoft Project, Adobe Acrobat, Photoshop
Education
San Jose State University
Bachelors, Psychology
Convergent Consulting, Inc. February 2009 - January 2014
Technology Credit Union August 2008 - January 2009
Chevron Federal Credit Union November 2006 - May 2008
Metropolitan Bank & Trust Company 2002 - 2004
ING Life Insurance, Philippines 2000 - 2002
Skills
PowerPoint, Technical Support, Banking, Microsoft Excel, Customer Service, Recruiting, Project Management, Microsoft Word, Microsoft Office, SAP, Team Leadership, Process Improvement, Analysis, SQL
Education
De La Salle University 1996 — 1999
MFI, Finance
Cognosante March 2015 - June 2015
Norm Engineers May 2007 - January 2015
Technology Credit Union September 2001 - April 2007
Technology Credit Union June 2000 - August 2001
Technology Credit Union April 1999 - May 2000
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Photoshop, Research, Budgets, English, Public Speaking, Windows, Strategic Planning, Teaching, Teamwork, Negotiation, Editing, HTML, Access, C, Financial Analysis, Data Analysis, Accounting, Banking
Education
The University of Texas at Austin
BBA Finance, Finance
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Accounting and Finance
MAX Credit Union February 2011 - Present
Farmers & Merchants Bank of Central California June 2008 - January 2011
ProNet Solutions September 2007 - May 2008
Plastics SRT December 2006 - September 2007
Travis Credit Union September 2004 - November 2006
Technology Credit Union May 1998 - September 2004
Pacific Service Credit Union January 1997 - May 1998
Heritage Community Credit Union May 1989 - January 1997
Skills
Active Directory, Visio, Microsoft Exchange, SQL, Group Policy, ASP.NET, HP, Microsoft Office, Windows Vista, Microsoft Excel, PowerPoint, Outlook, E-commerce, Vendor Management, Data Center, IT Management, Business Continuity, Windows Server
Education
University of Phoenix 2001 — 2004
MBA, Technology Management
California State University-Sacramento 1987 — 1992
Bachelor of Science (BS), Management Information Systems, General
Milestone Technologies, Inc. September 2013 - Present
Technology Credit Union May 2005 - February 2013
Comcast December 2003 - May 2005
Starfish Software April 2001 - February 2003
BeVocal April 2000 - April 2001
Microsoft April 1997 - April 2000
CKSInteractive June 1996 - December 1996
Electronic Arts December 1991 - May 1996
First Deposit April 1988 - December 1991
Skills
Leadership, CRM, Management, Call Centers, Customer Service, Program Management, Call Center, Sales, Strategy, Team Management, Team Leadership, Outsourcing, Operations Management, Process Improvement, Sales Management, Vendor Management, Banking, Training, Strategic Planning, Customer Satisfaction, Customer Retention, Problem Solving, Time Management, Quality Assurance, Customer Experience, Negotiation, Marketing, Cross-functional Team..., Strategic Partnerships, New Business Development, Salesforce.com, Performance Management, Start-ups, Product Management, Account Management, Telemarketing, Lead Generation, Recruiting, Business Development, Executive Management, Advertising, SaaS, Change Management, Budgets, Team Building, Coaching, Business Analysis, Business Strategy, Business Planning, Social Networking
Education
California State University-Sacramento
BS, Business Administration
College of San Mateo
AA, Business Administration
CommonWealth Central Credit Union September 2013 - Present
Patelco Credit Union December 2012 - September 2013
1st United Services Credit Union November 2010 - December 2012
Technology Credit Union March 1998 - November 2010
Sierra Central CU 1996 - 1998
Skills
Loans, Banking, Finance, Risk Management, Investments, Global Regulatory..., Financial Analysis, Enterprise Risk..., Management, Internal Audit, Strategic Planning, Credit Cards, Credit Unions, Leadership, Consumer Lending, Credit, Credit Analysis, Compensation Structures
Education
Cornell, Darden, Wharton: CEO Institute 2008 — 2010
CCE, Certified Chief Executive
California State University-Sacramento
BA
MBA - St. Mary's College
MBA
Technology Credit Union July 2008 - Present
Technology Credit Union July 2006 - July 2008
Bank of the West May 2002 - July 2006
Skills
Banking, Risk Management, Microsoft Excel, Microsoft Word, Credit Unions, Business Process Mapping, Data Validation, Enterprise Systems..., Risk Assessment, Business Continuity..., Compliance, Fraud Detection, Online Fraud, Bank Secrecy Act, Internal Audit, Financial Audits, Loans, Consumer Lending, Retail Banking
Education
San Jose State University
Bachelor's degree, Finance, General
Safe America Credit Union September 2013 - Present
Technology Credit Union May 2012 - February 2013
BBVA Compass November 2010 - May 2012
Skills
Consumer Lending, Small Business Lending, Branch Management, Retail Banking, Commercial Banking, Loans, Lines Of Credit, Banking, Commercial Lending, Credit, Mortgage Lending, Credit Analysis, Cross Selling, Deposits, Mortgage Banking, Loan Origination
Education
San Joaquin Delta College 1998 — 2000
Business Administration and Management, General
Technology Credit Union December 2012 - Present
Wells Fargo July 2010 - December 2012
Wells Fargo Financial March 2009 - July 2010
CommonWealth Central Credit Union February 2008 - March 2009
Fireside Bank October 2006 - January 2008
Classic Vacations 2004 - 2006
Skills
Banking, Credit, Loans, Credit Analysis, Mortgage Lending, Portfolio Management, Finance, Commercial Lending, Financial Services, Cross Selling, Consumer Lending, Relationship Management, Underwriting, Private Banking, Investments, Insurance, Account Management, Series 7
Education
San Jose State University 2001 — 2006
Business Management, Business
John Swett High School
Technology Credit Union August 2011 - October 2011
FedEx Freight 2008 - 2011
FedEx Freight 2000 - 2008
FedEx Freight 1998 - 2000
Silicon Valley Bank 1994 - 1998
Silicon Valley Bank 1991 - 1994
AmeriMac 1989 - 1991
Unified Mortgage 1987 - 1989
Arthur Andersen 1984 - 1986
Skills
Employee Recognition, HRIS, Data Analysis, Employee Relations, Team Leadership, Union Avoidance, Employee Benefits, Retirement Benefits, Microsoft Excel, Strategic Planning, Financial Analysis, Microsoft Word, Corporate Governance, Employment Law..., HR Policies, Internal Communications, Payroll, System Administration, Management, PeopleSoft, Strategy, Program Management, Leadership Development, Labor Relations, Human Resources, Recruiting, Mergers, Policy, Succession Planning, Accounting, Leadership, Personnel Management, Benefits Administration, Deferred Compensation, Employee Engagement, Budgets, Auditing, FMLA, Organizational...
Education
San Jose State University 1980 — 1984
BS, Accounting, Minor: Computer Science
Leigh High School
University of Hawaii at Manoa
West Valley College
Litmos by CallidusCloud October 2012 - Present
Heald College May 2011 - September 2012
Technology Credit Union 2008 - 2010
Fremont Bank 2006 - 2007
Skills
SaaS, Cloud Computing, Recruiting, Salesforce.com, Sales, Account Management, Digital Marketing, Social Networking, Marketing, Sales Management, Team Leadership, Sourcing, Inside Sales, Social Media Marketing, Sales Prospecting, SugarCRM, WebEx, CampusVue, SEM, Headhunting, PeopleSoft CRM, Project Management, Leadership, Management, Lead Generation, CRM, Marketing Automation, Cold Calling, Sales Process, Strategic Partnerships, Direct Sales, Start-ups, Enterprise Software, Business Development, B2B, Product Marketing, Selling, Strategy, Sales Presentations, Sales Operations, Customer Retention, Solution Selling, Professional Services, Customer Service, Consulting, Software Industry, Competitive Analysis, Analytics, Microsoft Office
Education
Stanford University 2013 — 2014
Project Management
California State University-East Bay 2009 — 2011
Bachelor in Science, Accounting and Finance, 3.5 GPA
Technology Credit Union March 1992 - Present
Skills
Banking, Credit, Financial Services, Loans, Vendor Management, Retail Banking, Risk Management, Internal Audit, Leadership, Enterprise Risk..., Relationship Management, Call Centers, Commercial Banking, Executive Management, Mortgage Lending, Cash Management, Portfolio Management, Consumer Lending
Education
University of San Francisco 2001 — 2003
MHROD, Human Resources & Organizational Development
Santa Clara University 1994 — 1996
Masters, Counseling Psychology
San Jose State University 1988 — 1991
BS, Clinical & Counseling Psychology
Northbound LLC July 2010 - Present
Apple Inc. November 2008 - November 2009
Technology Credit Union April 2007 - April 2008
Fry's Electronics June 2004 - June 2005
Skills
New Business Development, PowerPoint, Microsoft Office, Social Media, Marketing, Customer Service, Microsoft Excel, Microsoft Word, Retail, Account Management, Outlook, Management, Sales, Social Networking, Employee Relations, Human Resources
Education
DeVry University 2014 — 2018
Bachelor's degree, Business Administration
Post Foods 2013 - 2014
AMD October 2007 - April 2011
Technology Credit Union 2003 - 2007
Skills
Product Marketing, Marketing Communications, Event Management, Trade Shows, Marketing Strategy, Corporate Events, Marketing, Demand Generation, Social Media Marketing, Public Relations, Marketing Management, Product Launch, Email Marketing, Social Media, Online Marketing, Advertising, Social Networking, Brand Development, Training, Leadership
Education
San Jose State University 2004 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Wells Fargo Home Mortgage June 2015 - Present
Technology Credit Union July 2014 - June 2015
Technology Credit Union November 2012 - July 2014
Technology Credit Union January 2011 - November 2012
Alliance Credit Union June 2006 - January 2011
Skills
Consumer Lending, Banking, Loans, Credit, Credit Analysis, Commercial Lending, Finance, Cross Selling, Notary Public, Retail Banking, Customer Service, Mortgage Lending, Credit Unions, Sales, Deposits, Business Development, Insurance, Cash Management, Financial Analysis
Education
San Francisco State University 2005 — 2007
Bachelor of Arts (B.A.), Broadcast Electronic Communication Arts
Technology Credit Union April 2010 - Present
Wells Fargo Bank August 2007 - January 2010
Bridge Bank July 2005 - July 2007
Bank of the West November 2004 - June 2005
Wells Fargo Bank November 2002 - September 2003
Silicon Valley Bank June 1994 - November 2002
San Benito Bank October 1990 - October 1992
Bank of America October 1975 - November 1987
Skills
Banking, Credit, Portfolio Management, Loans, Business Development, Financial Analysis, Investments, Finance, Financial Services, Leadership, Retail Banking, Management, Underwriting, New Business Development, Sales
Education
San Jose State University 1998 — 2000
MBA, Business Administration
San Jose State University 1990 — 1994
BS, Business Administration with a concentration in Finance
Imex Global Green Technology Inc. March 2012 - November 2013
Celebrity EState Homes ANd MOrtgage June 2005 - 2008
Technology Credit Union August 2000 - May 2004
ABS-CBN March 1993 - October 1998
Skills
Strategic Planning, Energy, Solar Energy, Energy Efficiency, Renewable Energy, Alternative Energy, Photovoltaics, Wind, Sustainable Energy, Energy Conservation, Venture Capital, Energy Management, Start-ups, Cleantech, Energy Audits
Education
Philippine School of Business Administration
Bachelor of Business Administration (BBA), Accounting and Business/Management
eCornell University
Leadership and Strategic Management
Technology Credit Union July 2013 - Present
Self Employed June 2008 - Present
Skills
Commercial Lending, Commercial Mortgages, Small Business Lending, SBA, Commercial Real Estate, Loans, Commercial Banking, Real Estate, Credit, Finance, Investments, Due Diligence, Financial Analysis, Underwriting, Business Development, Loan Origination, Credit Analysis
Education
California State University-Chico 1988 — 1992
BA, English
eSignal, an Interactive Data company May 2001 - January 2013
eSignal, an Interactive Data company July 1998 - April 2001
eSignal, formerly Data Broadcasting Corp. November 1996 - June 1998
eSignal, formerly Data Broadcasting Corp. May 1996 - October 1996
California Pacific Medical Group - Sutter Health April 1995 - September 1995
Richard M. Dennes, MD, CPMG affiliate - Sutter Health August 1992 - March 1995
Patelco Credit Union February 1992 - July 1992
Technology Credit Union 1991 - January 1992
Skills
Equities, Financial Services, Trading, Investments, Market Research, Client Outreach, Problem Solving, Highly detail oriented, Team-oriented, Account Management, Renewals, Technical Analysis, Lead Generation, Customer Service, Troubleshooting, Trading Systems, Electronic Trading, Salesforce.com, Technical Support
Education
San Jose State University
BS, Business Admin - Information Resource Mgmt
Chef Koochooloo April 2014 - Present
Vaco March 2015 - June 2015
Coco App September 2014 - March 2015
Hewlett-Packard September 2013 - September 2014
Technology Credit Union June 2013 - August 2013
King Connections September 2011 - September 2012
Televisa April 2010 - June 2012
Cambio Digital August 2009 - March 2010
CITIR March 2009 - December 2009
Network Channel Ultra La Radio August 2007 - August 2008
Skills
Flyers, Advertising, Public Relations, Marketing Strategy, Social Media Marketing, Social Media, Illustrator, Video Production, Posters, Marketing Communications, Online Advertising, Marketing, Radio, Television, Facebook Fan Page..., Digital Media, Strategic Planning, Broadcast, Final Cut Pro, Video, Custom Facebook Pages, WordPress, InDesign, Google Insights, Google Analytics, Adsense, Microsoft Word, PowerPoint, Prezi, interactive design in..., Facebook, Blogging, Corporate Communications, Graphic Design, Newsletters, Video Editing, New Media, Media Relations
Education
San Jose State University 2012 — 2014
Master of Science (M.S.), New Media & Mass Communication, 3.7
Universidad Autónoma de Veracruz Villa Rica, Estado de Veracruz 2005 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Technology Credit Union June 2014 - Present
JPMorgan Chase April 2010 - June 2014
Platinum Mortgage Lending Corp April 2004 - April 2010
Estate Home Loans December 2001 - April 2004
HSBC 1995 - 2000
Wells Fargo Financial Services/Norwest 1991 - 1995
Skills
Refinance, Mortgage Lending, Loans, Banking, Loan Origination, Portfolio Management, Investment Properties, Strategic Financial...
Education
San Jose State University 1986 — 1991
Bachelor of Science (BS), International Business
Technology Credit Union September 2006 - January 2015
Countrywide Investment Services December 2004 - September 2006
Fidelity Investments 2003 - 2004
Bank of Santa Clara 2000 - 2002
Great Western Bank/Washington Mutual Bank 1990 - 2000
Skills
Wealth Management
Education
University of Southern California
B.A., Political Science
San Francisco State University
MBA, Business Administration and Management, General
Chevron Federal Credit Union September 2015 - Present
CCS Associates September 2012 - May 2015
Technology Credit Union October 2004 - September 2012
Technology Credit Union October 2004 - August 2012
Santa Clara County Office of Education April 2004 - September 2004
FastRental.com July 2002 - April 2004
KLA-Tencor January 2001 - July 2003
Datamedic Corporation September 1998 - November 2000
Skills
SSRS, SSIS, SSAS, C#, VB.net, C++, Perl, Unix, Mac OS, SQL Server, Oracle and..., ARCU, SQL, Databases, Microsoft SQL Server, Data Warehousing, Oracle, SSIS, ASP.NET, Analysis Services, VB.NET, Web Applications, XML, C#, Crystal Reports, PHP, JavaScript, ETL, SharePoint, Visio, Business Intelligence, SSRS, Software Development, SDLC
Education
University of Massachusetts Boston 1988 — 1990
B.S, Computer Science
Foothill College 1986 — 1988
Certificate (of two years college training), Computer Science
Patelco Credit Union July 2012 - Present
Operating Engineers #3 Federal Credit Union September 2009 - July 2012
Technology Credit Union April 2006 - September 2009
Skills
Credit Unions, Training, Customer Service, Sales, Operations Management, Management, Hiring, Recruiting, NMLS Licensed, Compliance, ADP Payroll, Ceridian Payroll System, Retail, Staff Development, Team Leadership, Leadership Development, Mortgage Lending, Refinance
Education
San Jose State University 2001 — 2007
Bachelor's degree, Communication and Media Studies
Andrew P. Hill High School
Diploma
Technology Credit Union August 2015 - Present
Real Estate Broker 2013 - Present
Skills
Investment Properties, Valuation, Market Research &..., Customer Service, Microsoft Word, Microsoft Excel, Investment Analysis, Property Management, Leases, Property, Lease Negotiations, Income Properties, Residential Homes, Brokerage, Location Intelligence, Microsoft Outlook, Acquisitions, 1031 Exchanges, Tenant Representation, DCF Valuation
Education
Cal Poly Pomona
Bachelor of Science (B.S.), Business Administration: Finance, Real Estate, & Law
California Department of Real Estate
Real Estate Broker # 01907853
Technology Credit Union September 2010 - Present
Alliance Credit Union February 2009 - May 2010
Wells Fargo August 2007 - October 2008
Skills
Consumer Lending, Customer Service, Banking, Loans, Credit, Retail Banking, Cross Selling, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Banking, Loan Origination, Underwriting, Mortgage Banking, Credit Unions, Cash Management, Financial Services, Portfolio Management, Deposits
Education
San Jose State University 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies
DeAnza College 2004 — 2009
General Studies
Univar December 2012 - Present
DCL November 2011 - October 2012
EMC Corporation November 2010 - November 2011
Technology Credit Union June 2008 - May 2010
Meriwest Credit Union February 2006 - May 2008
Stanford Federal Credit Union September 2003 - February 2005
City of Santa Clara 2002 - 2003
Wells Fargo 2002 - 2002
Coptech West November 2000 - July 2001
Discopylabs October 1999 - November 2000
Skills
Financial Services, External Facing, Qualifying Prospects, Addressing Customer..., Managing Pipeline, Outlook, Sales, Customer Service, Program Management, Training, Salesforce.com, Leadership, Management, Solution Selling, Business Development, Lead Generation, Sales Operations, CRM
Education
Santa Clara University 1994 — 1998
Technology Credit Union September 1998 - Present
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Finance, Financial Analysis, Financial Services, Loans, Microsoft Office, Portfolio Management, Mortgage Lending, Retail Banking, Relationship Management, Sales, Risk Management, Underwriting, Credit Cards, Loan Origination
Education
Heald College 2010 — 2011
AAS, Pharmacy Technology
De La Salle University 1990 — 1995
BSBA, Computer Applications
Coldwell Banker RealtorBetter Homes RealtyFebruary 2001 - September 2007
Technology Credit Union April 1999 - January 2001
Education
San Jose State University 1992 — 1996
College San Mateo 2009 - Present
Technology Credit Union 2008 - Present
Menlo College 2005 - Present
Siebel/Oracle January 2001 - December 2004
Executive Advisor - Human Resources 1994 - 2000
First Interstate Bank 1984 - 1993
Baxter International (AHSC/Scientific Products) 1978 - 1984
Skills
Leadership Development, Organizational..., Employee Relations, Human Resources, Change Management, Executive Coaching, Strategy, Public Speaking, Team Building, Leadership, Business Development, Employee Benefits, Start-ups, Executive Management, Training, Project Management, Recruiting, Strategic Planning, Management Consulting
Education
Credential - SHRM Senior Level HR 1997
SPHR
Northwestern University
University of San Francisco
BA
First Advantage Bank (FABK) September 2010 - Present
Bling Nation January 2009 - August 2010
Patelco Credit Union May 2007 - January 2009
Technology Credit Union May 2004 - March 2007
PayByTouch 2007 - 2007
NextCard Visa September 1998 - April 2003
Associates National Bank - Credit Card October 1984 - October 1994
Skills
Banking, Strategic Planning, Financial Services, Credit Cards, Vendor Management, Credit, Loans, Marketing, Business Development, Executive Management, Leadership, Strategic Partnerships, Retail Banking, Sales, Financial Analysis, CRM, Finance, Risk Management, Small Business Lending, Portfolio Management, Analytics, Team Management, Commercial Banking, Sales Management, Business Strategy, Strategy, Cross Selling, Mortgage Lending, Product Management, New Business Development, Management, Credit Unions, Mergers & Acquisitions, Relationship Management, Team Building, Consumer Lending, Coaching, Business Planning, Commercial Lending, Customer Experience, Customer Retention, Start-ups, Call Centers
Education
Golden Gate University 2004 — 2005
MS
Golden Gate University 2001 — 2004
BA
Technology Credit Union February 2012 - Present
The Private Bank at Union Bank 2008 - February 2012
Addison Avenue FCU (Hewlett-Packard/Agilent Technologies) April 2001 - 2008
Hewlett-Packard 2001 - 2004
Greater Bay Bancorp January 1999 - April 2001
Great Western Bank 1986 - 1998
Skills
Wealth Management, Investments, Banking, Strategic Planning, Business Strategy, Financial Services, Insurance, Mergers, Business Development, Series 7, Marketing Strategy, Change Management, Product Management, Coaching, Business Planning, Executive Management, Sales Management, Team Building, Vendor Management, Wealth Management..., Private Banking, Retail Banking, High Net Worth..., Estate Planning, Retirement Planning, Marketing, Project Management, Cross-functional..., Strategy Alignment, Operations Management, Culture Change, Trust Services, CA Insurance License, Cross-functional Team..., Matrix Management, Oz Principle, Leadership Development, Corporate Strategy..., Employee Engagement, Team Leadership, Organizational..., Sales Leadership..., Management, Leadership, Entrepreneurship, Loans, Portfolio Management, Relationship Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2006 — 2006
University of California, Los Angeles
BA
ADLINK Technology March 2014 - Present
Designsbyai March 2009 - Present
RiseSmart.com March 2012 - 2013
Infortrend Corporation March 2010 - July 2011
Technology Credit Union August 2006 - March 2010
Wells Fargo Bank July 2005 - July 2006
Group USA 2002 - July 2005
Skills
Product Marketing, Project Planning, Online Marketing, Marketing Communications, Public Relations, Email Marketing, Graphic Design, Logo Design, Social Media, Social Media Marketing, SEO, SEM, PowerPoint, Microsoft Office, Excel, Outlook, Photoshop, InDesign, Illustrator, Google Adwords, WebEx, Salesforce.com, Vertical Response, Adobe Creative Suite, Facebook, Copywriting, Adobe Acrobat, Google Analytics, Event Planning, Social Networking, Trade Shows, Lead Generation, Promotions, Customer Service, Microsoft Excel, Marketo, Marketing, Sales, Direct Mail, Typography, Project Management, Team Leadership, B2B, Collateral, Event Management, Team Building, CRM, RingLead, Google SketchUp, Data Cleaning
Education
San Jose State University 2006 — 2008
B.A, Graphic Design and Minor in Marketing
E.V.C Community College 2004 — 2006
Associate of Arts Certificate, Specialization Digital Media
Financial Navigator, Inc. February 2015 - Present
Financial Navigator, Inc. September 2014 - Present
Banking & Investment Association December 2013 - May 2014
Financial Navigator Student-Managed Investment Fund December 2013 - May 2014
Technology Credit Union June 2013 - August 2013
Bank of America January 2012 - June 2012
Best Buy October 2009 - August 2011
St. Michael's Church September 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Loans, Consumer Lending, Real Estate Lending, Underwriting, Risk Analysis, Marketing Research, Recruiting, Symitar, Social Search, Credit Analysis, Marketing, Finance, Sales, Leadership
Education
San Jose State University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Graduate
West Valley College 2010 — 2012
Business Administration and Management, General
Technology Credit Union May 2010 - Present
Avenue A Razorfish: Microsoft January 2009 - December 2009
eBay January 2008 - June 2008
Collarity, Inc. May 2007 - December 2007
Qlusters, Inc. July 2005 - April 2007
Fidelity Investments March 2001 - July 2005
Fidelity Investments March 1997 - February 2001
Sportswear International August 1995 - February 1997
Ludgate Communications January 1993 - July 1995
Skills
Corporate Communications, Social Media, Publications, Marketing, Content Development, Business Development, Blogging, Marketing Communications, Social Media Marketing, Copywriting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA
Brandeis University 1984 — 1988
BA
Kent Denver Country Day
The Schmidt Family Foundation, 11th Hour Project May 2014 - Present
Aircraft Service International Group, Inc. November 2011 - April 2014
ASIG December 2008 - October 2011
Technology Credit Union May 2001 - December 2008
Skills
Aircraft, Budgets, Financial Reporting, Financial Analysis, Airports, Process Improvement, Operations Management, Auditing, Airlines, Strategic Planning, Accounting, Microsoft Excel, Commercial Aviation, Aviation, Variance Analysis, Airport Management, Forecasting, Customer Service, Flights
Education
San Francisco State University, College of Business 1988 — 1991
Technology Credit Union August 2011 - Present
Technology Credit Union August 2011 - Present
Wells Fargo November 2009 - May 2012
Wells Fargo November 2009 - July 2011
the Gig - Hollywood August 2004 - August 2005
Rockin' Baja Lobster December 2003 - January 2005
Murray Callan Swim School February 2000 - August 2002
The Golden Waffle January 1998 - March 1999
Skills
Bank Reconciliation, Consumer Lending, High Net Worth..., Bloomberg, Banking, Retail Banking, Credit, Loans, Credit Analysis, Valuation, Credit Unions, Underwriting, Cash Flow, Branch Management, Deposits, Cash Management, Commercial Lending, Cross Selling, Mortgage Lending, Customer Service, Management
Education
San Jose State University 2006 — 2008
Bachelor Degree, Accounting
California State University-Long Beach 2003 — 2005
San Francisco State University
Symantec February 2015 - Present
Cisco Systems April 2013 - February 2015
Technology Credit Union September 2007 - April 2013
Fujitsu 2001 - 2007
Skills
Cisco Technologies, Troubleshooting, VoIP, Call Centers, Software Documentation, Telecommunications, Technical Support, WebEx, Unified Communications, SQL, Networking, Blackberry Enterprise..., Training, HTML, Visual Basic, Avaya Communication..., Photoshop, Office 2010, Microsoft Exchange, Active Directory, Nortel Meridian, Avaya IP Telephony, Lync, Mobile Applications, Disaster Recovery, OS X, Visio, Jabber, Change Management, iOS, Vendor Relationships, Project Management, Business Analysis, Telecom Expense..., Enterprise Software, IT Operations, IT Strategy, System Administration, Voice Mail, Windows 7, Testing, User Experience
Education
San Jose State University
Bachelor's degree, Management Information Systems, 3.5
Heald College
Associates in Applied Science, Computer Technology, 3.8
Swedish Medical Center June 2013 - Present
Daddy Daycare March 2012 - May 2013
Technology Credit Union October 2007 - February 2012
Grossman & Jack Talent November 2003 - July 2007
Skills
Leadership, Recruiting, Talent Management, Applicant Tracking..., Management, Employee Relations, Employee Benefits, Customer Service, Interviews, Time Management, Succession Planning, Workforce Planning, Screening, Employee Training, Advertising, Human Resources, Leadership Development, Talent Acquisition, Performance Management, Employee Engagement, HRIS, Training, Onboarding, Team Building, Organizational..., Coaching
Education
University of Arizona 1993 — 1998
BS, Political Science & Communication
UNCLE CU 2011 - Present
Technology Credit Union 1994 - 2011
World Savings 1991 - 1994
First Interstate Bank 1989 - 1991
Skills
Banking, Mortgage Lending, Loans, Executive Management, Leadership, Management, Credit Analysis, Consumer Lending, Risk Management, Investments, Strategic Planning, Credit, Financial Risk, Finance, Commercial Lending, Financial Services, Retail Banking, Credit Unions, Portfolio Management, Commercial Banking, Customer Service, Training, Team Building, Financial Analysis, Small Business Lending, Operating Efficiencies, Business Development, Coaching, Mergers & Acquisitions, Underwriting, Loan Origination, Cash Management, Business Planning, Commercial Mortgages, Cross Selling, Mortgage Banking, Real Estate, Process Improvement, New Business Development, Budgets, Sales Management, Strategic Leadership, Thought Leadership, Credit Risk, Refinance, Credit Cards, Insurance
Education
Boise State University
California State University-East Bay
B.S., Business Administration
Golden Gate University
MBA, Management
Bank of America June 2014 - Present
Ridgestone Bank July 2012 - May 2014
Technology Credit Union June 2010 - May 2012
Citibank August 2007 - June 2010
Bank of America 2005 - 2007
Skills
New Business Development, Customer Service, Coaching, Start-ups, Risk Management, Mortgage Lending, Retail Banking, Finance, Commercial Lending, Portfolio Management, Commercial Banking, Credit, Banking, Loans, Financial Analysis, Consumer Lending, Credit Analysis, Cash Management, Credit Risk, Small Business Lending, Underwriting, Treasury Management
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
Illinois State University 1995 — 1998
B.S., Political Science and History
Silver Creek High school 1988 — 1992
Technology Credit Union 1997 - Present
Skills
Retail Banking, Customer Service, Consumer Lending, Customer Satisfaction, Management, Leadership, Business Development, Banking, CRM, Cross Selling, Sales, Branch Management, Loans, Mortgage Lending, Vendor Management, Credit, Credit Unions, Sales Management, Community Outreach, Team Building, Small Business Lending, Commercial Banking, Commercial Lending, Finance, Financial Services, Loan Origination, Credit Analysis, Deposits
Education
De Anza College 1998 — 2001
Associate's degree - Technical Writing
University of Santo Tomas 1994 — 1996
B.S. Tourism
LinkedIn April 2011 - Present
LinkedIn March 2010 - March 2011
Technology Credit Union March 2006 - March 2010
Fil-Am Veterans Rondalla, a Non-Profit Organization June 2001 - June 2006
MountainView Hospital June 2003 - March 2006
MountainView Hospital June 2002 - June 2003
Altera January 2001 - September 2001
KLA-Tencor May 2000 - January 2001
Wells Fargo Bank March 1998 - June 2000
Education
San Jose State University
B.S. Business Administration with a concentration in Management Information Systems
Technology Credit Union February 2005 - Present
CitiFinancial February 2003 - February 2005
Siemens Enterprise Communications March 1999 - February 2002
Skills
Credit, Mortgage Lending, Sales, Loans, Consumer Lending, Customer Service, Finance, Financial Services, First Time Home Buyers, Insurance, Management, Refinance, Retail Banking, Sales Process, Selling, Time Management, Banking
Education
Evergreen Valley College 1994 — 1997
Technology Credit Union October 2009 - Present
Fremont Bank June 2008 - August 2009
Greater Bay Bank, N.A. (acquired by Wells Fargo Bank) 2001 - 2008
Bank of America 1994 - 2000
Bank of America 1991 - 1994
Bank of America 1986 - 1991
Skills
Banking, Leadership, Management, Auditing, Financial Risk, Risk Management, Financial Services, Retail Banking, Commercial Banking, Process Improvement
Education
University of California, Berkeley 1969 — 1973
B. S., Business Administration
VeriFone May 2013 - Present
Leadman Electronics February 2012 - January 2013
HTC Enterprise January 2010 - January 2012
Juniper Networks May 2005 - June 2010
VLSI Company/ Philips Semiconductor/NXP January 1999 - January 2005
VLSI COMPANY January 1993 - January 1999
Technology Credit Union January 1992 - January 1993
Skills
Agile, Microsoft Office, MS Project, Outlook, ERP, Unix, Documentation, Excel, SAP, Word, Product Development, ISO, Inventory Management, Customer Relations, PowerPoint, Team Building, Coordination, Agile Methodologies, Microsoft Excel, Software Documentation
Education
HR College of Commerce and Business
Certificate of Associate; B.Com, Project Management
San Jose State University
CAPM, Project Mangement
Filice Insurance April 2013 - Present
Technology Credit Union February 2004 - January 2013
Technology Credit Union February 2004 - January 2013
Technology Credit Union 2010 - 2012
Skills
Banking, Employee Relations, Loans, Customer Service, Strategic Partnerships, Program Management, Employee Benefits, Credit, Customer Retention, Insurance, Strategic Planning, Mortgage Lending, Leadership, Sales, Team Building, Vendor Management, Financial Services, Human Resources, Finance, Executive Management
Education
San Jose State University 1985 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Presentation High School 1980 — 1984
High School diploma
St Martin's, San Jose, CA 1972 — 1980
DePauw University Alumni Board 2010 - Present
Peninsula Family YMCA 2009 - Present
Technology Credit Union 1993 - Present
Varian 2006 - 2010
Job Train (OICW) 1995 - 2006
Advanced Fibre Communications 1997 - 2005
Amdahl Corporation 1995 - 1997
Tandem 1981 - 1993
Education
Thunderbird School of Global Management 1973 — 1974
Masters, International Management
DePauw University 1966 — 1970
B.A., Spanish Language and Literature
WebsterGgroves High School
Technology Credit Union Technical Support EngineerVanstar1988 - 1996
Education
California State University-Chico 1979 — 1985
BA, English
SF Fire Credit Union September 2012 - Present
Avalon Park Brentwood Homeowners Assoc 2015 - 2015
Avalon Park Brentwood HOA 2015 - 2015
Avalon Park Brentwood Homeowners Assoc 2015 - 2015
SF Fire Credit Union 2012 - 2014
Self March 2012 - September 2012
Patelco Credit Union May 2010 - January 2012
SF Fire Credit Union 2012 - 2012
Technology Credit Union 2004 - May 2010
Mercy High School 2000 - 2004
Skills
Software Project..., Process Improvement, Product Management, Banking, Customer Relations, Strategic Planning, Team Building, Internet Banking, Loans, Coaching, Analysis, Problem Solving, Planning, Credit Unions, Vendor Management, Excel, Microsoft Office, Product Development, Cross-functional Team..., Word, Mergers, Vendor Relations, Change Management, Business Strategy, Event Planning, Credit Cards, Research, Teamwork, Process Engineering, Consumer Lending, Mortgage Lending, Organizational..., Customer Service, Executive Management, Risk Management, Credit, Call Centers, Budgets, Financial Institutions, Training, Project Management, Financial Services, Leadership, Management
Education
San Diego State University-California State University 1974 — 1978
Bachelor of Science, Psychology/Social Work
EFI April 2013 - Present
EFI July 2010 - March 2013
Cardima July 2007 - July 2010
Technology Credit Union April 2005 - July 2007
Skills
Product Marketing, Marketing, Email Marketing, Product Launch, Marketing Communications, Cross-functional Team..., Marketing Strategy, Multi-channel Marketing, Go-to-market Strategy, Adobe Creative Suite, Content Development, Trade Shows, Lead Generation, Salesforce.com, Vendor Management..., Content Writing, Outbound Marketing, B2B, Competitive Analysis, Product Management, Sitecore, Strategic Partnerships
Education
Nov Bulgarski Universitet 1997 — 2001
Law
High School Geo Milev, Dobrich 1992 — 1997
English Language, 4.0
University of California, Berkeley
Certification Program, Marketing
Technology Credit Union July 2013 - Present
Technology Credit Union July 2012 - Present
Technology Credit Union September 2007 - July 2012
Technology Credit Union January 2006 - September 2007
Skills
Banking, Customer Service, Insurance, Credit Analysis, Retail Banking, Private Banking, Relationship Management, Positive Team Player, Financial Services, Wealth Management, Member Relations, Highly Dedicated, Credit Unions, Creativity
Education
Evergreen Valley College
General Studies
Mission Valley College
Web Design and Illustration
Boulder Dam Credit Union 2011 - Present
Technology Credit Union August 2005 - 2011
McGladrey 1995 - 2005
Skills
Banking, Financial Services, Accounting, Financial Analysis, Auditing, Financial Reporting, Risk Management, Mergers, Executive Management, Microsoft Excel, Cash Management, Budgets, Loans, Process Improvement, Finance, Credit, Internal Audit, Strategic Financial..., Financial Risk, Financial Modeling
Education
Stanford
UC Berkeley
Bachelor of Arts (BA), Applied Mathematics, Statistics and minor in Business Administration
Benefit Resources, Inc August 2014 - Present
LSI Title Company March 2013 - February 2014
SAFE Credit Union November 2007 - November 2011
Travis Credit Union November 2004 - March 2007
Technology Credit Union June 2000 - November 2004
Skills
Customer Service, Loans, Credit, Banking, Mortgage Servicing, Loan Origination, Credit Analysis, Call Centers, Mortgage Lending, Finance
Education
Sonoma State University 1995 — 1997
Bachelor of Arts (B.A.), Criminal Justice
Haleakala Solar March 2014 - Present
The St. Regis Princeville Resort March 2013 - March 2014
The St. Regis Princeville Resort February 2011 - March 2013
The Taro Fields LCC July 2006 - September 2012
The St. Regis Princeville Resort August 2010 - January 2011
The St. Regis Princeville Resort January 2010 - August 2010
Sheraton Kauai Resort July 2006 - January 2010
Wai'Oli Properties, Inc January 2005 - August 2006
Technology Credit Union May 2002 - December 2004
Bath & North East Somerset Council January 2002 - May 2002
Skills
Hotels, Hospitality, Hotel Management, Hospitality Management, Property Management..., Hospitality Industry, Hotel Booking, Resorts, Front Office, Revenue Analysis, Hiring, Customer Service, Banquets, Rooms Division, Social Media, E-commerce, P&L, Leisure, Process Optimization, Process Management, Crystal Reports, Bookkeeping, Accounts Payable, Accounts Receivable, VBA, Administration, Hotel Reservations, Guest Service, POS, Vtiger, CRM Databases, Server Migration, Microsoft Excel, MICROS, Corporate Events, Management, Online Travel, Convention Services, Luxury, Wine, Cuisine, Culinary Skills
Education
San Jose State University 1999 — 2004
Bachelor of Arts (B.A.), Political Science
Embry-Riddle Aeronautical University 1997 — 1998
Privat Pilot's License, Aeronautical Science
Spansion November 2007 - Present
Heritage Bank of Commerce August 2005 - November 2007
Technology Credit Union 2002 - 2005
Education
Evergreen Valley College
Business Management
United Blood Services March 2010 - Present
Amorao Family Estate August 2009 - Present
SunWest Federal Credit Union August 2006 - July 2008
Technology Credit Union April 2005 - August 2006
Education
San Jose State University 1991 — 1995
BS, Physical Education, Nutrition
Downey Savings (Now U.S. Bank) April 2002 - September 2005
Technology Credit Union January 1992 - January 1997
Skills
Creative Problem Solving, Microsoft Word, Employee Training, Credit, Management, Training, Sales, Banking, Accounting, Loans, Customer Service, Financial Services, Auditing, Leadership, Finance
Education
National University 1998 — 2002
Santa Clara County Federal Credit Union April 2014 - Present
Technology Credit Union 2007 - April 2014
Technology Credit Union 2003 - 2007
Technology Credit Union 2000 - 2003
Skills
Banking, Vendor Management, Deposits, Account Reconciliation, Credit Unions, Customer Service, Customer Satisfaction, Process Improvement, Cash Management, General Ledger, ATMs, Payments, Relationship Management, Finance
Education
Evergreen Valley College
Associate of Arts (A.A.)
First Republic Bank November 2010 - Present
First Republic Bank 2010 - 2010
Technology Credit Union 2007 - 2009
Star One Credit Union 2002 - 2006
Bank of America 1990 - 2000
Skills
Consumer Lending, Banking, Commercial Lending, Loans, Risk Management, Negotiation, Mortgage Lending, Credit, Small Business Lending, Commercial Banking, SDLC, Retail Banking, Credit Analysis, Deposits, Branch Management
Education
John F. Kennedy University
MBA, Management
Hitachi June 2013 - Present
Hilton San Francisco Financial District October 2011 - June 2013
Trident Microsystems August 2011 - October 2011
Technology Credit Union September 2006 - October 2011
Technology Credit Union May 2010 - February 2011
Wells Fargo 2004 - 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Networking, Cash Management, Financial Services, Auditing, Coaching, Policy Analysis, Transaction Processing, Employee Relations, Management, Budgets, Leadership, Strategic Planning, Employee Benefits, Change Management, Payroll, Time Management, Leadership Development, Team Building, Outlook, Human Resources, Mentoring, Recruiting, Administrative Work, Training, Teamwork, Onboarding, New Hire Orientations, Interviews, Strategy, Applicant Tracking..., Policy, HRIS, Performance Management, Employment Law, Deferred Compensation, Organizational..., Succession Planning, Employee Training, Personnel Management, Talent Acquisition, ADP Payroll, Hiring, Workforce Planning, Benefits Administration
Education
Golden Gate University 2010 — 2011
MS HRM, Human Resource Managment
William Jessup University 2007 — 2009
B.S, Counseling Psychology
Technology Credit Union March 1996 - Present
First Interestate Bank of California March 1971 - February 1996
Skills
Commercial Lending, Financial Services, Banking, Credit, Loans, Underwriting, Customer Service, Consumer Lending, Small Business Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis
Education
California State University-East Bay 1971 — 1976
Accounting
Technology Credit Union 2004 - Present
U.S Bank February 2002 - April 2004
Skills
Credit, Financial Services, Banking, Cross Selling, Retail Banking, Mortgage Lending, Consumer Lending, Investments, Portfolio Management, Loans, Deposits, Branch Management, Private Banking, Small Business Lending, Customer Satisfaction, Customer Service, Relationship Management, Wealth Management, Insurance
Education
San Jose State University 2000 — 2002
BS, Business Administration/Management Information System
San Joaquin County February 2008 - Present
Marcus & Millichap October 2006 - December 2007
Technology Credit Union 2001 - 2006
Skills
Non-profits, Event Planning, Banking, Research, Community Outreach, Social Media, Fundraising, Program Development, Social Networking, Strategic Planning, Training, Volunteer Management, Budgets, Community Development, Grants, Nonprofits
Education
California State University-East Bay 2010 — 2012
Bachelor, Economics
De Anza College 2004 — 2007
Associate, Business Administration
Fremont High School 1995 — 1999
Medicines360 May 2012 - February 2013
Medicines360 September 2011 - May 2012
VNUS Medical Technologies / Covidien January 2008 - February 2011
Technology Credit Union May 2007 - July 2007
Blue Shield of California February 2006 - April 2007
Progressive Insurance July 2005 - February 2006
Mem February 2005 - July 2005
Office of Statewide Health Planning and Development April 2004 - November 2004
Skills
Microsoft Office, FDA, Data Entry, Medical Devices, Quality Assurance, Training, Customer Service, Clinical Research, Microsoft Excel, Administrative..., Time Management, Project Coordination, Project Management, Microsoft Word, Office Management
Education
Academy of Art University 2009 — 2012
Associate of Arts
Technology Credit Union February 2006 - Present
FedEx Express January 1996 - January 2006
Skills
Banking, Time Management, Consumer Lending, Retail Banking, Leadership Development, Loans, Leadership, Credit, Executive Management, Finance, Branch Management, Financial Services, Credit Unions, Cross Selling, Customer Service, Mortgage Lending, Credit Analysis, Relationship Management
Education
San Jose State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Alumni
Academy of Art University October 2008 - Present
Technology Credit Union November 2013 - March 2014
Skills
Wireless Networking, Desktop Support, Desktop Management, Inventory Management, Active Directory, TCP/IP, Desktop Hardware, Microsoft Office, Windows XP Professional, Windows 7, Computer Hardware..., Cisco Call Manager, Apple software..., Help Desk Support, Testing, Laptops, Computer Repair, Cisco Technologies, Troubleshooting, Computer Hardware, Software Installation, Networking, Operating Systems, iPhone, Microsoft Exchange, Technical Support, Windows XP, Telecommunications
Education
Skyline College
Network Engineering
2006-2006: Marin College
Technology Credit Union 2005 - Present
ASAT 2004 - 2005
Brigham Young University Hawaii 2001 - 2004
Brigham Young University Hawaii 2000 - 2004
Brigham Young University Hawaii 1998 - 2000
Skills
IT Strategy, Enterprise Network..., Enterprise Risk..., IT Audit, Financial Systems, Help Desk Management, Telecommunications..., Help Desk Support, IT Management, Banking, Disaster Recovery, Network Security, Financial Services, System Administration, Cisco Technologies, Vendor Management, Customer Service, Management, Leadership, Project Management
Education
Hawaii Pacific University 1999 — 2001
MS, Management Information Systems
Brigham Young University - Hawaii 1995 — 1998
BS, Information Systems
Neobits September 2014 - Present
CVS Caremark Corporation November 2013 - September 2014
Technology Credit Union 2005 - 2012
Netflix February 2005 - June 2005
Providian Financial March 2000 - March 2004
Peapod October 1998 - March 1999
Noah's May 1998 - September 1998
Paramount's Great America June 1996 - May 1998
Skills
Retail Banking, Leadership, Customer Service, Banking, Sales
Education
Chabot College
Technology Credit Union May 2000 - Present
Education
San Jose State University
Rocklin Unified School District June 2007 - Present
Technology Credit Union October 1999 - February 2004
Technology Credit Union October 1995 - October 1999
Education
San Jose State University 1995 — 2001
Bachelor of Arts (BA), English/Language Arts Teacher Education
CSU Sacramento
Education Credential, Secondary Education and Teaching
Security Service Federal Credit Union August 2014 - Present
JPMorgan Chase 2013 - 2013
Adobe 2012 - 2013
Real Estate 2010 - 2012
Wells Fargo 2008 - 2010
Wachovia 2003 - 2008
3Com 2000 - 2003
3Com 1999 - 2000
Creative Labs 1997 - 1999
Technology Credit Union 1993 - 1996
Skills
Bilingual, Spanish-speaking, Underwriting, Financial Analysis, Accounts Receivable, Process Improvement, Training, Credit, Collections, Forecasting, Account Reconciliation, Presentations, Relationship Management, Partnerships, Problem Solving
Education
The University of Texas-Pan American
Bachelor of Arts (BA), Marketing
Univerversity Of Texas PanAm
Bachelor of Business Administration (B.B.A.)
Ensenta Corporation July 2014 - Present
Ensenta Corporation February 2012 - November 2012
Charles Schwab August 2006 - December 2010
Technology Credit Union March 2005 - March 2006
Marsh & McLennan Companies, Inc. March 2003 - December 2004
Skills
Project Management, Microsoft Office, Agile Project Management, Systems Development..., Employee Training, Operations Management, Successful Business..., Public Speaking, Communication, Customer Service, Customer Experience, Software Implementation
Education
California State University-East Bay
Bachelor's Degree, History
Technology Credit Union August 2013 - Present
Mazda North American Operations February 2013 - July 2013
Sleep Train August 2012 - January 2013
Skills
Sales, Customer Service, Retail Banking, Sports Coaching
Education
De Anza College 2012 — 2014
Self Employed March 2013 - Present
Omnitec Precision Manufacturing January 2008 - Present
Madison Excavating July 2007 - January 2008
Technology Credit Union June 2005 - July 2007
Technology Credit Union January 2005 - June 2005
Technology Credit Union March 2000 - January 2005
Skills
Sales Operations, Salesforce.com..., Account Management, Customer Retention, Customer Service, Marketo, Marketing Operations, Call Centers
Education
Ohlone College
Charles Schwab December 2010 - Present
Technology Credit Union August 2007 - November 2010
Nationwide Discount Mortgage January 2003 - August 2007
Skills
Series 7, Series 63, Investments, Banking, Real Estate, Retirement Planning, Customer Service, Translation, Real Estate Financing, International Business, Wealth Management, Portfolio Management, Financial Planning, Finance, Securities, Financial Services, Relationship Management, Mutual Funds, Trading, Retirement, Loans, Asset Management, Credit, Investment Advisory, Equities
Education
San Jose State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
San Jose State University
Bachelor of Business Administration (BBA), Finance and Financial Management Services