Umpqua Bank
Industry: Bank holding company
DescriptionUmpqua Holdings Corporation, d.b.a. Umpqua Bank, is a financial holding company based in downtown Portland, Oregon, United States. Headquarters are in the Umpqua Bank Plaza, formerly the headquarters of Benj. Franklin Savings and Loan. Customer service: 00 1 541-440-3961 Headquarters: Portland, Oregon, United States CEO: Cort O'Haver Revenue: 871.6 million USD (2015)
Umpqua Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Umpqua Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Umpqua Bank Employees
NAVEX Global June 2015 - Present
KPMG August 2007 - June 2015
KPMG Nederland April 2014 - April 2015
KPMG Nederland September 2013 - April 2015
Beta Alpha Psi, University of Oregon Chapter April 2006 - March 2007
University of Oregon Investment Group (UOIG) March 2005 - November 2006
Umpqua Bank November 2003 - May 2006
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Financial Analysis, Auditing, CPA, Team Management, Technical Accounting..., Leadership, Stock Compensation, Corporate Finance, Budgets, SaaS, Business Acquisition, Revenue Recognition, Sarbanes-Oxley..., Project Management, Financial Audits, MEA revenue recognition, Acquisitions, Financial Modeling, Business Combinations, Advanced Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Accounting with Honors, Finance, Economics
Umpqua Bank May 2014 - Present
Willamette Valley Bank - Home Loan Division December 2013 - May 2014
Johnson & Johnson (Sterilmed) December 2010 - October 2013
MEDISISS May 2008 - December 2010
Coldwell Banker Real Estate 2005 - 2007
Porterfield Development, Inc. 1998 - 2004
PGA of America January 1979 - November 1998
Skills
Capital Equipment, Solution Selling, Account Management, Business Development, Sales Management, Healthcare Industry, Customer Service, Sales Presentations, Golf Course Management, Golf, Medical Devices, Operating Room, Urology, Selling, Product Marketing, Disposables, Market Development, Surgeons, Surgical Instruments, Sales Operations, Sales, Product Launch, Leadership, Marketing, Management, Cath Lab, Cardiology, Interventional Radiology, Vascular, Orthopedic, Interventional..., Surgery, Sales Force Development, Healthcare, Mortgage Lending, FHA
Education
University of Oregon
Umpqua Bank 2002 - Present
Wells Fargo 2001 - 2002
State Farm 2001 - 2001
Skills
Commercial Lending, Credit, Lines Of Credit, Loans, CRM, Finance, Commercial Banking, Small Business Lending, Sales, New Business Development, Financial Services, Credit Analysis, Real Estate, Small Business, SBA, Banking, Consumer Lending, Loan Origination, Commercial Mortgages, Asset Based Lending, Underwriting, Mortgage Lending, Cash Flow Lending
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelors of Science, Major: Finance Minor: Computer Information Technology
Hawaii Baptist Academy
College/University Preparatory
Umpqua Bank January 2015 - Present
Umpqua Bank February 2010 - June 2011
Rainier Pacific Bank August 2001 - February 2010
Skills
Consumer Lending, Commercial Banking, Loans, Asset Based Lending, Commercial Lending, Credit, Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Retail Banking, Underwriting, Cash Management, Refinance, Financial Analysis, Risk Management, Financial Risk, Real Estate, Customer Service, Loan Origination, Lines Of Credit
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Business with Concentration in Finance, 3.97
Umpqua Bank April 2015 - Present
Umpqua Bank May 2013 - April 2015
Umpqua Bank November 2011 - May 2013
First Investors Corporation May 2010 - October 2010
Pamplin School of Business Administration May 2008 - April 2010
First Investors Corporation June 2009 - September 2009
McDonalds Corporation August 2004 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Property Tax, series 6, series 63, Life Insurance, Internet Explorer, Microsoft Access, Accounting, Loan Servicing, Escrow, General Ledger, Loans, Account Reconciliation, Visio, Journal Entries, PowerPoint, Outlook, Insurance, Time Management
Education
University of Portland 2006 — 2010
Bachelor, Operations and Technology Management, Finance
Umpqua Bank June 2014 - Present
Curious Comedy Theater May 2014 - December 2014
Barnes & Noble College April 2013 - June 2014
University of Portland August 2013 - May 2014
The Leukemia & Lymphoma Society May 2013 - August 2013
Teresa Spada, CPA August 2012 - March 2013
University of Portland September 2010 - August 2012
Clark County Dep. Community Services September 2009 - October 2010
Skills
Event Planning, Adobe Creative Suite, Blogging, Marketing, Teaching, Marketing Communications, Social Media, Digital Photography, Leadership Development, Team Building, Spanish, Data Entry, Customer Service, Conflict Management, Improvisational Comedy, Improvisation, Organizational..., Team Facilitation, Team Leadership, website design, Leadership, Public Relations, Research, Social Networking, Facebook, Time Management
Education
University of Portland 2010 — 2014
Bachelor of Science (B.S.), Organizational Communications, Minor in Spanish
City of Spokane June 2015 - Present
Umpqua Bank February 2013 - January 2015
Sterling Bank November 2008 - February 2013
Wells Fargo March 2005 - November 2008
Zions Bank January 2004 - March 2005
StanCorp Mortgage Investors June 1996 - October 2003
Skills
Lines Of Credit, Loan Origination, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Credit, Credit Risk, Banking, Mortgage Lending, Portfolio Management
Education
University of Southern California 1984 — 1989
Bachelor of Science (BS), Business Administration, Management and Operations, Dean's List
Umpqua Bank October 2013 - Present
TTCG March 2012 - October 2013
TTCG May 2011 - March 2012
University of Oregon Housing Department July 2008 - September 2008
Lady Foot Locker June 2007 - July 2008
Skills
Financial Analysis, Analysis, Tax, Microsoft Excel, Econometrics, Sales, Accounts Payable, PowerPoint, Outlook, Accounts Receivable, Access, Sales Tax, Auditing, Reverse Audits, Audit Defense, Liability/Exposure..., Fixed Assets, SAP ERP, SAP SRM, Internal Audit, Banking, International Banking, Sarbanes-Oxley Act, Regulatory Compliance, Internal Controls, Risk Assessment, Operational Risk, Running, Ultramarathons, Wine Tasting
Education
University of Oregon 2006 — 2010
Bachelors of Science, Economics Major, concentration in banking and finance. Business Administration Minor
Illinois Valley High School 2002 — 2006
High School Diploma
JPMorgan Chase August 2014 - Present
KeyBank July 2008 - August 2014
Umpqua Bank March 2007 - July 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2006
Bachelor of Science in Business Administration
Umpqua Bank August 2013 - Present
U.S. Bank April 2004 - August 2013
U.S. Bank January 2006 - January 2007
Shoreline Business Solutions January 2002 - January 2004
American Red Cross January 2000 - January 2003
Your Community Connection January 1999 - January 2001
Clearfield Job Corps Center January 1996 - January 1999
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Commercial Lending, Home Equity Loans, Loans, Cross Selling, Retail Banking, Deposits, Commercial Banking, Home Equity Lines of..., Mortgage Lending, Loan Origination, Credit, Mortgage Banking, Credit Analysis, Banking, Refinance, USDA, Sales, Leadership, FHA, Training, Small Business, Coaching, Management
Education
University of Phoenix
Master's degree, Business Administration and Management, General
Weber State University
Bachelor of Science, Social Work/Psychology
Umpqua Bank April 2014 - Present
Sterling Bank March 2012 - April 2014
Sterling Savings Bank April 2010 - March 2012
Sterling Savings Bank July 2008 - September 2010
Oregon Dept. of Transportation July 2006 - July 2008
Columbia Aircraft Manufacturing Corporation February 2005 - April 2006
Info Group Northwest February 2004 - February 2005
Advanced Power Technology 2004 - 2005
Multnomah Publishers February 1999 - February 2004
United States Marine Corps October 1994 - August 1998
Skills
Microsoft Exchange, Active Directory, Messaging, Windows Server, DNS, Disaster Recovery, Group Policy, Citrix, SharePoint, Windows 7, IT Operations, Blackberry Enterprise..., Microsoft Certified..., MCITP, Software Documentation, Networking, Help Desk Support, Network Engineering, Technical Support, Management, Business Continuity..., Virtualization, Lync, Cisco Technologies, Windows XP, VMware, IIS, DHCP, Security, Network Administration, Project Management, Vendor Management, Vendor Relationships, Mentoring, Mergers & Acquisitions, Strategic Planning
Education
CED Solutions 2006 — 2007
MCSE 2003: Security, Exchange 2007
University of Phoenix 2002 — 2002
MCSE 2000
Ohmi-Hachiman Shyogyo (Business School) 1993 — 1994
Japanese, Business
Umpqua Bank June 2014 - June 2015
US Bank August 2013 - June 2014
Nike June 2013 - August 2013
Nike October 2012 - June 2013
NWEA February 2012 - September 2012
Skills
Customer Service, Customer Oriented, Team Building, Team-oriented, Team Leadership, Scrum, Agile Methodologies, Software Quality..., Test Planning, Test Cases, Usability Testing, Regression Testing, User Acceptance Testing, HTML, CSS, JavaScript, SQL, Microsoft Office, Food Service, Food Safety, HP Quality Center, Atlassian JIRA, Adobe Photoshop, Java, Perl, PostgreSQL, Windows & Mac operating..., Databases, Subversion, Software Development, Quality Center
Education
University of Phoenix 2010 — 2012
Associates of Arts, Information Technology, 3.9
HomeStreet Bank June 2013 - Present
Uber Technologies December 2013 - June 2014
Lyft May 2013 - June 2014
Side.cr (SideCar) February 2013 - June 2014
Umpqua Bank April 2012 - May 2013
Umpqua Bank February 2012 - April 2012
UPS December 2011 - January 2012
Rochester Wealth Management Group, LLC March 2011 - May 2011
Rochester Wealth Management Group, LLC December 2010 - May 2011
University of Rochester September 2009 - December 2009
Skills
Personal Finance, Computer Hardware, Microsoft Office, Retirement Planning, Customer Relations, Customer Service, Cars, CPR/AED/First Aid &..., Internet Savviness, Numismatism, Banking
Education
University of Rochester 2007 — 2011
B.A., Political Science, Business
Xavier High School
American Academy of Arts & Sciences 2013 - Present
Harrang Long Gary Rudnick P.C. September 2009 - Present
Umpqua Bank 2009 - 2013
University of Oregon 1994 - 2009
Oregon Department of Justice 1981 - 1991
Skills
Legal Research, Administrative Law, Civil Rights, Higher Education, Public Policy, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Mediation, Trials, Research, Public Speaking, Hearings, Courts, Westlaw, Appeals, Legislative Relations, Immigration Law, Nonprofits, Arbitration, Employment Law, Criminal Law, Legal Issues, Insurance Law
Education
UC Berkeley 1964 — 1967
J.D., Law
Oxford University 1962 — 1964
BA, MA, Philosophy, Politics and Economics
Harvard University 1958 — 1962
AB, Political Science and Government
Umpqua Bank April 2015 - Present
Umpqua Bank May 2011 - Present
Folsom Lake Bank May 2008 - April 2011
Washington Mutual January 1993 - April 2008
Household Finance 1988 - 1993
Skills
Mortgage Lending, Loans, Refinance, FHA, Credit, Loan Origination, Portfolio Management, Property, Mortgage Banking, Finance, Residential Mortgages, USDA, FHA financing
Education
University of San Diego 1984 — 1988
Bachelor of Business Administration (B.B.A.)
Riverview Community Bank August 2015 - Present
SELCO Community Credit Union July 2013 - May 2015
Umpqua Bank January 2012 - July 2013
Riverview Community Bank July 2006 - October 2011
MBank March 2003 - July 2006
US Bank August 1995 - March 2003
US Navy Reserves October 1993 - June 2001
Skills
Loans, Banking, Portfolio Management, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Financial Analysis, Real Estate, Commercial Mortgages, Underwriting, Business Development, Customer Service, Investments, Treasury Management, Management, Credit Analysis, Cross Selling, Sales, Mortgage Lending
Education
University of Phoenix 1998 — 2000
BSBA, Finance
Rex Putnam 1988 — 1992
State Farm Insurance January 2013 - Present
Umpqua Bank September 2012 - January 2013
KeyBank April 2012 - September 2012
KeyBank November 2011 - April 2012
KeyBank November 2010 - November 2011
Key Bank October 2009 - November 2010
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Banking, Credit, Loans, Cross Selling, Treasury Services, Lines Of Credit, Retail Banking, Credit Risk, Small Business Lending, Deposits
Education
University of Puget Sound 2005 — 2009
B. A, Business
Ike Trading Company April 2013 - Present
Umpqua Bank February 2012 - April 2013
Bank of America May 2011 - January 2012
The Scoular Company January 2010 - December 2010
Bank of America April 2007 - December 2009
The Bank of Tokyo October 1999 - April 2007
Skills
Letters Of Credit, International Trade, Microsoft Office, Export, Documentary Collections, Logistics, Banking, Credit, Cash Management, Credit Risk, Commercial Banking, Credit Analysis, Loans, Financial Statement..., Cash, Treasury Services, Financial Transactions, Payments, Treasury Management, Retail Banking, Finance, Accounting, Foreign Exchange, Letters of Credit
Education
University of Phoenix 2007 — 2011
B.S, Business Finance
Axia College of University of Phoenix
A.A, Accounting
University of Phoenix
B.S, Business Finance
Kendall Consulting March 2015 - Present
Palisades Property Management, Inc. October 2014 - May 2015
Montage Restaurants, Inc. October 2014 - May 2015
Umpqua Bank January 2013 - September 2014
Umpqua Bank July 2012 - December 2012
Umpqua Bank April 2012 - July 2012
Web International English September 2011 - March 2012
Umpqua Bank March 2010 - October 2011
Umpqua Bank July 2007 - March 2010
Bank of America July 2001 - July 2007
Skills
Internal Audit, Certified Internal..., Certified Fraud Examiner, Certified Public..., Certified in Control..., Risk Assessment, Internal Controls, Accounting, Compliance, Banking, Fraud, Chartered Global..., CPA, Self Assessment, Financial Reporting, Enterprise Risk..., Sarbanes-Oxley Act, Financial Accounting, Auditing, Risk Management, Information Security, Financial Risk, Credit, Management
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
BS, Accounting (with Honors)
ABA National Compliance School 2009 — 2009
Washington Federal June 2013 - Present
Umpqua Bank September 2011 - April 2013
TILA Mortgage May 2009 - January 2010
Coldwell Banker Bain January 2008 - May 2009
Wells Fargo Home Mortgage February 2005 - August 2007
Washington Mutual March 1987 - February 2005
Washington Mutual Bank 1987 - 1989
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, FHA, VA, Short Sales, Refinance
Education
University of Puget Sound 1981 — 1985
BA, Business Administration, Economics, Art
Redmond High School 1978 — 1981
Graduate, general
VSS Mind Media, Inc. April 2015 - Present
Umpqua Bank October 2009 - October 2011
County Bank October 2005 - October 2009
American River Bank 1998 - 2005
Skills
Loans, Commercial Banking, Relationship Management, Retail Banking, Customer Service, Lines Of Credit
Education
University of Phoenix 2009 — 2011
Columbia Bank January 2014 - Present
Umpqua Bank August 2013 - October 2013
Moss Adams LLP April 2004 - August 2013
Meier & Frank 2002 - 2002
Wells Fargo 1998 - 2001
Skills
Internal Audit, Internal Controls, Assurance, Auditing, Accounting, CPA, Management, Certified Fraud Examiner, US GAAP, SEC filings, GAAP
Education
Portland State University 1997 — 1999
MBA, Business
University of Oregon 1993 — 1997
BS, Electronic Media Productions (Journalism School)
Community Cancer Center June 2012 - Present
State of Oregon January 2009 - January 2015
Douglas County IPA July 2007 - June 2012
Bank of America July 2003 - June 2007
PremierWest Bank February 2001 - June 2003
Umpqua Bank November 1989 - October 1997
Skills
Credit, Banking, Team Building, Strategic Planning, Financial Analysis, Risk Management, Performance Management, Operations Management, Leadership, Coaching, Customer Service, Leadership Development, Sales Management, Outlook, Loans, Management, Budgets
Education
University of Phoenix 2008 — 2011
BSBA, Business Administration
University of Phoenix 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration
Umpqua Community College 1990 — 1996
Post Secondary Coursework, General Studies
University of OklahomaNorman 1990 — 1990
Certified Compliance Lending Module
Ignite New Development June 2013 - Present
Self-employed May 2013 - Present
Umpqua Bank February 2012 - June 2015
Allstate April 2010 - February 2012
Chase August 2008 - March 2010
Skills
Management Consulting, Business Analysis, Marketing Strategy, Strategy, Business Strategy, Project Management, CRM, Business Development, Marketing, Business Intelligence, Account Management, Market Research, Digital Marketing, Management, New Business Development, Strategic Planning, Change Management, Online Advertising, Marketing Communications, Social Media Marketing, Graphic Design, Web Development, Web Design, Web Services, Business Planning, Finacial Management, Color Printing, Professional Services
Education
Roseburg High School
University of Phoenix
Umpqua Bank August 2013 - August 2015
Umpqua Bank October 2006 - July 2013
US Bancorp (Portland) March 1982 - July 2002
Skills
Credit, Leadership,...
Education
University of Oregon - Charles H. Lundquist College of Business 1982 — 1987
Double Bachelor of Science (BS) Management & Finance, miner in Geology, Business
Janrain, Inc. April 2015 - Present
Advantis Credit Union December 2014 - April 2015
Advantis Credit Union June 2013 - December 2014
Umpqua Bank May 2010 - June 2013
KPMG June 2009 - August 2009
Skills
Credit, Banking, Customer Service, Credit Analysis, Small Business Lending, Sales, Financial Analysis, Commercial Banking, Deposits, Finance, Retail Banking, Loans, Mortgage Lending, Loan Origination, Cash Management, Lines Of Credit, Accounts Payable &..., Expense Management, Microsoft Excel, Accounting, Technology Marketing, SaaS
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
BS, Business Administration
Umpqua Bank December 2010 - Present
Umpqua Bank June 2008 - December 2010
McGladrey March 2006 - June 2008
Skills
CRCM, Banking
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Considering my options June 2015 - Present
Northwest Community Credit Union March 2013 - June 2015
Umpqua Bank September 2011 - March 2013
Hawes Financial Group January 2002 - May 2011
U.S. Bank January 1999 - December 2001
U.S. Bank October 1997 - December 1998
U.S. Bank March 1996 - September 1997
Skills
Credit, Banking, Accounting, Real Estate, Loans
Education
University of Oregon 1983 — 1987
Bachelor of Science, Finance; secondary emphasis in Real Estate
Univesity of Oregon 1983 — 1987
Bachelor's degree, Accounting and Finance
Umpqua Bank August 2015 - Present
Oregon Community Credit Union April 2012 - August 2015
KeyBank July 2010 - April 2012
Infinity Lending Solutions 2005 - July 2010
Skills
Sales, Residential Mortgages, Refinance, Real Estate, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Investment Properties, First Time Home Buyers, FHA, Customer Service, Credit Analysis, Credit, Consumer Lending
Education
University of Oregon - Charles H. Lundquist College of Business
Norris, Beggs & Simpson Financial Services July 2014 - Present
Norris, Beggs & Simpson Financial Services April 2013 - June 2014
Umpqua Bank May 2010 - July 2012
Skills
Customer Service, Finance, New Business Development, Accounting, Goal Oriented, Cost Planning, Microsoft Excel, Microsoft Office, Financial Analysis, Commercial Banking, Marketing, Credit, Loans, Investments, Sales
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2009
Bachelor of Science (B.S.), Accounting
Central Catholic High School 2001 — 2005
Unlimited Systems April 2015 - July 2015
Clark, Schaefer, Hackett & Co. February 2014 - March 2015
Sage April 2012 - February 2014
Rivermark Community Credit Union June 2010 - April 2012
Umpqua Bank January 2010 - June 2010
Umpqua Bank January 2008 - January 2010
Starbucks January 2005 - January 2007
Gap Inc./Gap November 2000 - December 2001
Skills
Business Systems..., Project Management, Systems Analysis, Project Planning, Technical Communication, Technical Support, Software Documentation, System Administration, Information Technology, Management, Databases, Software Implementation, Enterprise Software, Network Administration, Disaster Recovery, IT Management, Operating Systems, Production..., Software Installation
Education
University of Phoenix 2008 — 2010
Associates, Information Technology
Umpqua Bank November 2013 - Present
Skills
PowerPoint, Microsoft Word, Microsoft Office, English, Event Planning, Public Speaking, Research, Teamwork, Social Media
Education
University of Phoenix 2010 — 2014
Umpqua Bank January 2011 - Present
Umpqua Bank November 1999 - December 2010
GE Capital April 1996 - November 1999
LaSalle Business Credit, Inc. (f.k.a. StanChart Business Credit) June 1994 - April 1996
U.S. Bank June 1990 - June 1994
StanChart Business Credit June 1989 - June 1990
KeyBank June 1988 - June 1989
Congress Financial Corporation (f.k.a. First Interstate Commercial Corporation) June 1986 - June 1988
U.S. Bank June 1983 - June 1986
U.S. Bank June 1979 - June 1983
Skills
Banking, Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Credit Risk, Interest Rate..., Interest Rate Hedging, Interest Rate Risk..., Interest Rate Swaps, Risk Management, Legal Compliance, SOX Compliancy, Finance, Derivatives
Education
Pacific Coast Banking School at the University of Washington 1993 — 1995
Banking
University of Oregon - Charles H. Lundquist College of Business 1974 — 1979
Bachelor of Science, Finance and Business Economics
Levi Strauss & Co. December 2014 - Present
Levi Strauss & Co. August 2013 - December 2014
Levi Strauss & Co. February 2012 - August 2013
Umpqua Bank October 2010 - February 2012
United Way Worldwide January 2011 - April 2011
Wells Fargo Financial May 2010 - October 2010
Pentagon Federal Credit Union September 2009 - May 2010
Skills
Accounting, Financial Analysis, Bookkeeping, Tax Preparation, GAAP, Banking, Credit Risk, Credit Analysis, Microsoft Office, Cash Management, Collaboration, Process Improvement, Forecasting, Portfolio Management, Cash Flow Forecasting, Global Cash Management, cash positioning, Treasury Services, Mortgage Lending, SAP, Account Reconciliation, Project Management, FX trading, Foreign Exchange, Treasury, Credit, Loans, Treasury Management, Cash management
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2009
Bachelor of Arts (BA), Accounting and Economics
First Foundation Inc. July 2015 - Present
Umpqua Bank July 2014 - July 2015
Opus Bank June 2011 - June 2014
OneWest Bank October 2005 - June 2011
Skills
Banking, Loans, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Finance, Lines Of Credit, Customer Service, Mortgage Banking, Mortgage Lending, Cash Management, Risk Management, Customer Retention, Refinance, Relationship Management, Credit, Underwriting, Credit Analysis
Education
University of Phoenix
Bachelor of Science (BS), Business Management
SheerID July 2015 - Present
SheerID January 2012 - June 2015
W.E. Hall Co. March 2008 - December 2011
Washington Mutual March 2006 - February 2008
Frontier Investments May 2003 - January 2006
Umpqua Bank March 2002 - April 2003
Skills
Sales, Online Marketing, Marketing Strategy, Marketing, Social Media Marketing, Retail, Customer Service, Sales Management, E-commerce, Loans, SaaS, Account Management, B2B, Social Networking, New Business Development, Product Marketing, Online Advertising, Management, Business Development, Strategy, Entrepreneurship, Email Marketing, Web Analytics, Social Media, Digital Marketing, SEO, SEM, Strategic Partnerships
Education
University of Oregon 1997 — 2001
Umpqua Bank February 2011 - Present
Citi May 2007 - February 2011
Commercial Capital Bank 2000 - 2007
Bayview Bank 1998 - 2000
Home Savings of America 1976 - 1996
Skills
Underwriting, Credit, Loans, Real Estate, Portfolio Management, Financial Analysis, Banking, Risk Management, Credit Analysis, FHA, Mortgage Lending, Commercial Real Estate, Loan Origination, Investments, Real Estate Economics, Financial Risk, Residential Homes, Commercial Lending, Marketing, Asset Management, Refinance, Credit Risk
Education
University of San Francisco 1971 — 1973
BA, Business Psychology
Taft School, Watertown, Conn, Class of '68 1964 — 1968
Pay Lynxs, Inc. September 2014 - Present
Umpqua Bank February 2014 - September 2014
Umpqua Bank August 2012 - February 2014
Wells Fargo & Co. November 2011 - July 2012
Wells Fargo & Co. March 2008 - October 2011
U.S. Army August 1996 - October 2011
Wells Fargo October 2007 - March 2008
Right Management August 2005 - April 2007
U.S. Army August 1996 - December 2001
Skills
Bank Secrecy Act, Teamwork, AML, CAMS, Investigations, Link Analysis, Behavioral Analytics, Financial Crimes..., Team Leadership, Management, Private Investigations, Due Diligence, USA PATRIOT Act, General Awesomeness, Analysis, OFAC, Anti Money Laundering, Risk Management, Financial Risk, Investigation, Fraud, KYC, Banking
Education
University of Phoenix 2006 — 2012
BS, Business Management, Marketing
Anderson Valley High School 1990 — 1994
The Greenbrier Companies September 2014 - Present
Market Strategies June 2013 - September 2014
Pacific Crest Securities March 2010 - June 2013
Umpqua Bank August 2006 - October 2009
Umpqua Bank August 2005 - July 2006
Skills
Financial Modeling, Financial Analysis, Project Management, Data Analysis, Marketing Strategy, Product Marketing, Qualitative Research, Customer Insight, Content Marketing, Marketing Research, Quantitative Research, Event Planning, SPSS, Consumer Insights
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
B.S., Business Administration
Southridge HS
United Development Funding December 2014 - Present
Newgistics January 2013 - December 2014
Southwest Windpower 2011 - 2013
Arctus Capital 2009 - 2010
Umpqua Bank 2007 - 2008
Skills
Credit, Commercial Banking, Banking, Loans, Credit Analysis, Financial Analysis, Accounting, Accounts Receivable
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (B.S.), Accounting
OHSU Human ResourcesThe Schwan food Company2000 - 2007
Umpqua Bank 2005 - 2006
The Schwan Food Company 2003 - 2005
Time Warner Telecom 2001 - 2002
Tektronix 2000 - 2001
Education
University of Portland 1991 — 1995
Bachelor of Arts, Communications
Umpqua Bank June 2012 - June 2014
Holder Design February 2011 - May 2012
Volt Workforce Solutions February 2005 - December 2010
Babcock & Jenkins 1998 - 2004
Skills
Web Design, Illustration, Logo Design, Art Direction, Graphic Design, Logos, Adobe Creative Suite, InDesign, Photoshop, Typography, Graphics, Pre-press, QuarkXPress, Adobe Acrobat, Production, Posters, CSS, Creative Strategy, Web Development, Brochures, Visual Communication, Print Collateral, Direct Mail, Print Production, Print
Education
University of Southern California
Ventura College
Umpqua Bank July 2014 - Present
Lattice Semiconductor April 2013 - July 2014
Standard Insurance Company December 2009 - April 2013
Standard Insurance Company May 2011 - January 2013
Fisher Farms 2007 - 2009
Paychex 1993 - 2007
Skills
ADP Payroll, Garnishments, Payroll, 401k, Benefits Administration, Accounting, Accounts Payable, Paychex, Human Resources, General Ledger, Journal Entries, Cash Flow, Management, Team Leadership, Teamwork, ADP E-Time, Customer Service, Data Integrity, Monthly Close, Closing Entries, Vendor Partnerships, Process Improvement, Payroll Taxes, Recruiting, Account Reconciliation, Business Process..., Sarbanes-Oxley Act
Education
University of Phoenix 2002 — 2004
Bachelor of Science, Business/Management
U.S. Bank April 2012 - Present
Wells Fargo January 2008 - April 2012
Greenpoint Mortgage September 2006 - June 2007
Lime Financial October 2004 - September 2006
Umpqua Bank February 2003 - October 2004
U.S. Bank October 2001 - February 2003
U.S. Bank September 1999 - October 2001
Education
University of Portland 1993 — 1997
B.S., Organizational Communications
Fidelity National Title October 2014 - Present
These Numbers Have Faces January 2014 - Present
Umpqua Bank March 2012 - October 2014
Focus on Youth December 2011 - December 2012
Umpqua Bank January 2010 - March 2012
Umpqua Bank June 2007 - December 2009
Keller Williams Realty January 2007 - August 2007
Washington Mutual Bank March 2004 - January 2007
SELCO Community Credit Union June 2003 - March 2004
Skills
Relationship Management, Sales Management, Marketing, Leadership, Sales, Management, Real Estate, Customer Service, Non-profits, Customer Retention, Asset Managment, Loans, Cross Selling, Small Business Lending, Consumer Lending, Mortgage Lending, Banking, Credit, Commercial Banking, Retail Banking, Loan Origination, Finance, Cash Management, Training, Credit Analysis, Lines Of Credit, Nonprofits, Commercial Lending, Underwriting, Strategic Financial..., Budgets, Refinance, Mortgage Banking, Residential Mortgages, Financial Services, FHA financing, Asset Management, Deposits, Construction Loans, Personal Finance, Risk Management, Wealth Management, Series 63, Real Estate Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Minor in Computer Technology
Sheldon International High School 1995 — 1999
International High School Diploma, International Baccalaureate
Symantec June 2015 - Present
Levi Strauss & Co. October 2011 - June 2015
Pacific Continental Bank April 2008 - January 2010
Umpqua Bank August 2004 - February 2008
Deloitte 2001 - 2004
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, SEC filings, Accounting, Financial Statements, CPA, Tax, Budgets, External Audit, Accounts Payable, Analysis, Fixed Assets, Sarbanes-Oxley, Leadership, Banking, Financial Reporting, Project Planning, US GAAP, Finance, Revenue Recognition, General Ledger, Financial Accounting, Account Reconciliation, Financial Audits, Cash Flow, Consolidation, Managerial Finance, SAP, Corporate Finance, Treasury Management, Assurance, Financial Services, Microsoft Excel, Hyperion HFM, Risk Management, Accruals, Journal Entries, Variance Analysis, Process Improvement, GAAP, Collaboration, Cash Management, Management, Hyperion, Financial Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2001
Masters of Accounting (MAcc), Accounting
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
B.S., Accounting
Evergreen Home Loans July 2014 - Present
Umpqua Bank June 2013 - July 2014
Heritage Bank August 2010 - May 2013
Golf Savings Bank November 2008 - August 2010
Heritage Bank October 2005 - October 2008
Skills
Finance, Loans, Credit Analysis, Financial Analysis, Banking, Underwriting, Mortgage Lending, Loan Origination
Education
Western Washington University 1990 — 1992
Masters, Computer Technology in Education
University of Puget Sound 1985 — 1989
Bachelor's degree, Secondary Education and Teaching
Umpqua Bank January 2015 - Present
Perfectly Posh October 2014 - Present
Paperly June 2013 - Present
Fidelity National Financial May 2006 - December 2014
Skills
Risk Assessment, Risk Management, Process Improvement, Microsoft Word, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Forecasting, Sarbanes-Oxley, Access, Auditing, Financial Analysis
Education
University of Portland 2002 — 2006
Bachelor of Business Administration, Accounting
Tualatin High School 1998 — 2002
Maverick Enterprises, Inc. May 2013 - Present
Dodson Consulting Services 2006 - Present
Howard Training Center January 2010 - May 2013
Umpqua Bank 2006 - 2006
Western Sierra Bancorp 2001 - 2006
Skills
Leadership Development, Organizational..., Human Resources, Change Management, Team Building, Strategic Planning, Staff Development, Talent Management, HR Consulting, Employee Engagement, Nonprofits, Performance Management, Employee Relations, Succession Planning, Onboarding, Workforce Planning, HR Policies, Recruiting
Education
University of Phoenix 2006 — 2008
BS, Business Mgmt - Human Resources
Columbia State Bank June 2012 - Present
Umpqua Bank March 2011 - May 2012
Umpqua Bank March 2009 - March 2011
Skills
Commercial Banking, Banking, Loans, Retail Banking, Commercial Lending, Finance, Small Business Lending, Consumer Lending, Management, Portfolio Management, Small Business, Leadership, Credit, Lines Of Credit, Credit Analysis
Education
University of Oregon 1973 — 1977
Gary Denney Floor Covering, Inc. November 2013 - Present
Columbia State Bank June 2008 - November 2013
Columbia River Bank September 2007 - June 2008
Umpqua Bank December 2006 - September 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Management, Excel, Word, Credit Risk, Credit Analysis, Teaching, Coaching, Managerial Finance, Commercial Banking, Microsoft Excel, Banking, Portfolio Management, Financial Risk, Finance, Microsoft Word, Customer Service, Small Business Lending, Leadership, Commercial Lending, Branch Banking, Retail Banking, Deposits, Consumer Lending, Commercial Mortgages, Loan Origination, Lines Of Credit
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2006
Bachelor of Science (BS), Accounting and Finance
David Evans and Associates, Inc. July 2012 - January 2014
Umpqua Bank February 2006 - March 2011
Boly-Welch Inc. April 2005 - February 2006
Enoch Mfg. Inc. October 1999 - May 2004
MAC Warehouse April 1998 - August 1999
Tech Support Inc. October 1996 - April 1998
Skills
Software Documentation, Security, Vulnerability Assessment, SharePoint, Troubleshooting, Vendor Management, Servers, System Administration, Access, Technical Support, Networking, Computer Hardware, Project Management, Training, Management, Information Security, Disaster Recovery, Network Security, Software Installation, Active Directory
Education
University of Phoenix 2005 — 2007
BS Computer Information Systems, Information Technology
Portland Community College 1991 — 1993
AS Computer Information Systems, Information Technology
Umpqua Bank September 2011 - July 2014
Regence Blue Cross Blue Shield March 2007 - December 2009
Westside Economic Alliance September 2004 - March 2007
Public Relations Society of America 2004 - 2007
Skills
Writing, Internal Communications, Communications Planning, Event Management, Strategic Communications, Web Content Management, Content Development, Copywriting, Editing, Communications Strategy, Newsletters, Web Content, Marketing, Strategy, Product Marketing, Marketing Communications, Corporate Communications
Education
University of Portland 2001 — 2003
B.S., Organizational Communication
Umpqua Bank July 2010 - Present
Wells Fargo Bank March 1984 - July 2010
Skills
Commercial Banking, Treasury Management, Revolving Lines of..., Commercial Real Estate..., Commercial Lending, Commercial Relationship...
Education
University of Oregon - Charles H. Lundquist College of Business 1980 — 1984
Bachelor of Business Administration, Marketing and Finance Majors
Umpqua Bank June 2006 - Present
Umpqua Bank June 2006 - April 2013
Education
University of Southern California
Umpqua Bank Vice PresidentUmpqua Bank2008 - Present
Education
University of Southern California
BS
Umpqua Bank May 2005 - Present
Wells Fargo May 2004 - April 2005
Bank of the Northwest January 1999 - January 2004
US Bank February 1997 - May 1999
West One Bank May 1992 - February 1997
Skills
Cash Management, Start-ups, Treasury Management, Sales Management, Credit Cards, Portfolio Management, Commercial Banking, Underwriting, Payments, Sales, Banking, Merchant Services, Salesforce.com, Loans, Credit, ACH, Small Business Lending
Education
University of Oregon 1986 — 1991
HomeStreet Bank April 2015 - Present
Umpqua Bank November 2011 - Present
Key Bank February 2001 - November 2011
US Bank January 1988 - February 2001
Skills
Relationship Management, Risk Management, Branch Management, Retail, Portfolio Management, Coaching, Financial Analysis, Underwriting, Customer Service, Commercial Lending, Sales, Cross Selling, Refinance, Small Business Lending
Education
University of Puget Sound 1977 — 1979
BA, Sociolgy and Business
Umpqua Bank September 2015 - Present
Jet City Leader February 2007 - August 2015
SUPERB COMMUNICATION July 2013 - December 2013
COLSA June 2004 - July 2013
COLSA January 2007 - February 2009
Historic Tours of America August 2001 - May 2004
Skills
Americans with..., Financial Forecasting, Organizational..., Resource Management, Software Documentation, Analysis, Project Planning, Project Management, Leadership, Government, Management, Contract Management, Testing, Budgets, Quality Assurance, DoD, Government Contracting, Security Clearance, Program Management, Strategic Planning, Cross-functional Team..., Information Management, Training, Networking, Requirements Management, Financial Coaching, Databases, Defense, Process Improvement, Command, Visio, Access, Proposal Writing, Technical Writing, Leadership Development, Team Leadership, Military, DISC, Training Delivery, System Administration, Integration, Systems Engineering, Information Assurance, Requirements Analysis, Security, Team Building, Contract Negotiation, Human Resources, Troubleshooting, Coaching
Education
University of South Carolina-Columbia 1982 — 1985
BS, Business Finance
Columbia Bank September 2014 - Present
Columbia Bank September 2011 - September 2014
Umpqua Bank June 2010 - August 2011
Rainier Pacific Bank 2001 - March 2011
Rainier Pacific Bank 1995 - 2001
Skills
Loans, Credit, Mortgage Lending, Banking, Cash Management, Financial Analysis, Risk Management, Credit Analysis, Consumer Lending, Underwriting, Commercial Lending, Portfolio Management, Financial Reporting, Commercial Banking, Small Business Lending, Asset Managment, Process Improvement, Refinance, Real Estate, Asset Based Lending, Auditing, Commercial Mortgages, Financial Risk, Management
Education
University of Puget Sound
BA, Business/Accounting
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
Umpqua Bank August 2011 - Present
Umpqua Bank August 2011 - Present
Skills
MLo Lender, master of..., Have Series Investment..., 24 year Financial..., Banking, Credit, Commercial Banking, Customer Service, Commercial Lending, Treasury Management, Financial Analysis, Microsoft Office, Business Development, Management, Project Management, Marketing, Training, Sales Management, New Business Development, Team Building, Recruiting, Strategic Planning, Account Management, Vendor Management, Loans
Education
University of San Francisco
Economics; Minored in English
Umpqua Bank June 2013 - Present
Bank of America March 2007 - May 2012
Bank of America January 2005 - March 2007
Bank of America October 2003 - January 2005
Skills
Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Cross Selling, Mortgage Banking, Risk Management, Loan Origination, Cash Management, Customer Service, Call Center, Team Building, Customer Experience, Coaching, Small Business Lending, Performance Management, Human Resources
Education
University of Phoenix
Bachelor of Science, Business Management
D+H April 2015 - Present
Umpqua Bank April 2014 - March 2015
Sterling Savings Bank March 2014 - April 2014
Sterling Savings Bank September 2012 - March 2014
US Bank December 2009 - October 2012
US Bank September 2007 - December 2009
Beaverton Chrysler & Dodge April 2007 - September 2007
Cody's Pro Soccer Camp 1999 - 2006
Skills
Banking, Credit, Credit Analysis, Portfolio Management, Loans, Commercial Banking, Risk Management, Finance, Relationship Management, Financial Risk, Analysis, Commercial Lending, Small Business Lending, Financial Services, Corporate Finance, Credit Risk, Financial Analysis
Education
University of Portland 2003 — 2007
BBA, Finance
Sequim High School 1999 — 2003
Umpqua Bank September 2012 - Present
RBC Wealth Management June 2005 - September 2012
Education
University of Oregon 1972 — 1977
Bachelor of Science (BS), Psychology
Umpqua Bank December 2014 - Present
Umpqua Bank July 2013 - November 2014
Umpqua Bank January 2010 - June 2013
Umpqua Bank May 2006 - December 2009
Albertsons June 2003 - April 2006
Albertsons August 2005 - November 2005
Skills
Commercial Lending, Loans, Credit, Process Improvement, Leadership, Sales, Financial Analysis, Management, Training, Small Business Lending, Banking, Finance
Education
Pacific Coast Banking School 2011 — 2013
Graduate School of Banking, Honors
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Business Administration, Finance
Stoel Rives LLP June 2015 - Present
Nordstrom November 2014 - June 2015
Zoom Room, Inc. December 2014 - March 2015
Nordstrom August 2014 - October 2014
Nordstrom June 2014 - August 2014
Nordstrom August 2013 - June 2014
Umpqua Bank January 2013 - June 2013
BJ's Restaurants, Inc. August 2011 - May 2012
Estate of Jason Lai February 2010 - March 2012
Skills
Cash Handling, Employee Scheduling, Writing, Customer Service, Hosting, Team Leadership, Working With Children, Working With Students, Teamwork, Tutoring, Event Planning, Organizing, Loss Prevention, Assurance, Trend Analysis, Trend Forecasting, Access Database, Financial Reporting, Retail, PowerPoint, Schedules, Sales, Facebook, Microsoft Access, Public Speaking
Education
University of Portland 2010 — 2014
Bachelor of Business Administration, Accounting
Ann Sobrato High School 2006 — 2010
High School Diploma, 4.8
Umpqua Bank November 2011 - Present
Skills
Community Banking, New Business Development, Consumer Lending, Small Business Lending, Leadership, Team Leadership, Community Development
Education
University of Portland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Roseburg High School
Roseburg High School
Umpqua Bank Licensed insurance repState FarmApril 2014 - Present
Education
University of Phoenix 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General