U.S. Bank
Industry: Financial services company
DescriptionCEO: Andrew Cecere (Apr 18, 2017–) Founded: 1863, United States of America Parent organization: U.S. Bancorp Subsidiaries: U.S. Bancorp Fund Services, LLC,
U.S. Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
U.S. Bank Salaries. You can even request information on how much does U.S. Bank pay if you want to. Learn about salaries, pros and cons of working for U.S. Bank directly from the past employees.
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25,697 U.S. Bank employees in database. Find out everything there's to know about U.S. Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
U.S. Bank Employees
Del Frisco's Restaurant Group November 2013 - Present
Un-Cruise Adventures December 2013 - April 2014
Un-Cruise Adventures April 2012 - September 2013
Heroes and Legends Sports Bar (Previously Sergio's Sports Bar) September 2011 - April 2012
US Bank February 2007 - March 2012
TEAM Enterprises August 2010 - May 2011
Victoria's Secret September 2008 - May 2011
Skills
Sales, Teamwork, Wine, Fine Dining, Retail Banking, Management, Recruiting, Loans, Home Equity Loans, Lines Of Credit, Credit Cards, Customer Service, Team Leadership, Highly detail oriented, Multi Tasking, Financial Services, Cruises, Group Cruises, POS
Education
Seattle Central Community College
J Tamano Productions June 2000 - Present
Next Level Spirits August 2012 - July 2013
Addison Avenue Federal Credit Union January 2006 - March 2007
US Bank January 2005 - December 2005
Wells Fargo Bank May 2002 - September 2005
Bank of America September 2004 - March 2005
Bank of America February 2001 - January 2002
Bank of America March 2000 - February 2001
Skills
Loans, Banking, Marketing, Retail Banking, Real Estate, Finance, Management, Customer Service, Negotiation, Mortgage Lending, Account Management, Accounting, Business Development, CRM, Customer Retention, Event Management, Financial Services, Forecasting, Investments, Leadership, Microsoft Office, Project Management, Sales, Small Business, Social Media, Social Media Marketing, Social Networking, Time Management, Training
Education
Skyline College 1999 — 2001
G.E
San Francisco State University
Business Management
OneWest Bank May 2011 - Present
U.S. Bank August 2003 - May 2011
US Bank 2002 - 2011
Skills
Certified Treasury..., Commercial Banking, Banking, Commercial Lending, Treasury Management, Loans, Credit, Credit Analysis, Small Business Lending, Retail Banking, Portfolio Management, Cash Management, Mortgage Lending, Underwriting, Risk Management, Deposits, Payments, Finance, Consumer Lending, Strategic Leadership
Education
San Diego State University-California State University 1977 — 1979
BA, Business Management & Political Science
San Diego State University-California State University 1977 — 1979
Bachelor of Arts, Business Mgmt & Political Science
First American Title August 2015 - Present
Smartsheet July 2014 - July 2015
University of Washington Intercollegiate Athletics August 2012 - June 2014
Seattle Seahawks August 2013 - February 2014
University of Washington Intercollegiate Athletics February 2012 - June 2012
US Bank March 2011 - September 2011
Nike April 2010 - April 2011
Starbucks Coffee Company September 2009 - July 2010
Sports Radio KJR August 2009 - December 2009
Seattle Pacific University September 2008 - June 2009
Skills
Customer Service, Leadership, Sales, Team Leadership, Time Management, Building Relationships, Event Planning
Education
University of Washington 2013 — 2014
Master of Education (M.Ed.), Intercollegiate Athletic Leadership
Seattle Pacific University 2006 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
BBVA Compass May 2013 - Present
Woodforest National Bank November 2011 - May 2013
US Bank April 2006 - May 2010
Skills
Banking, Consumer Lending, Credit, Workplace Solutions, Dental Office Management, Dental Assisting, Cross Selling, Small Business Lending, Deposits, Lines Of Credit, Portfolio Management, Retail Banking, Commercial Banking, Credit Analysis, Loans, Mortgage Lending, Loan Origination
Education
Savannah Technical College 2003 — 2005
Associate's degree, Dental Assisting/Assistant
US Bank May 2011 - Present
Elavon, Inc. January 2009 - May 2011
Loan City January 2004 - September 2007
Skills
Advertising, Business Planning, Marketing, Accounting, Fundraising, Insurance, Coaching, Event Planning, Leadership Development, Strategic Financial..., Non-profits, Leadership, Small Business, Negotiation, Budgets, Team Building, Nonprofits, Banking, Sales, Loans, Financial Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Small Business Lending, Financial Planning
Education
grace m davis high school 1993 — 1997
High School Diploma, General Education
San Jose State University
Business Administration and Management, General
USE Credit Union October 2010 - Present
Mission Federal Credit Union June 2007 - October 2010
US Bank 2005 - 2007
Washington Mutual 1995 - 2005
Education
San Diego State University-California State University
BA, Communication
Cherry creek mortgage company Citrus Heights August 2013 - Present
T-Mobile August 2009 - August 2013
US Bank May 2005 - August 2009
Skills
Investment Properties, Sales, First Time Home Buyers, Refinance, Referrals, Sales Management, Mortgage Lending, FHA, Loan Origination, Sellers, Real Estate Transactions
Education
Xinnix Mortgage Academy 2013 — 2013
Loan Origination Academy, Lending
Santa Rosa Junior College 2009 — 2011
Associate of Arts (AA), Social and Behavioral Science
Opportunity Bank June 2015 - Present
Guild Mortgage Company January 2012 - June 2015
US Bank 2005 - 2011
First Interstate Bank 2001 - 2005
Rocky Mountain Bank 1997 - 2001
Security Bank / Western Security Bank 1993 - 1997
Skills
Loan Origination, Loan Structuring, Branch Management, Branch Banking, Mortgage Lending, Commercial Lending, Consumer Lending, FHA / VA, First Time Home Buyers, USDA, Investment Properties, Jumbo loans, FHA, Refinance, Loans, Real Estate, Residential Mortgages, Mortgage Banking, FHA financing, VA loans, Government Loans, Home Equity Loans, Certified Mortgage..., Reverse Mortgages, Credit, Debt Consolidation, Finance, Credit Analysis, Referrals, Short Sales, Foreclosures, HUD, Loan Servicing, Home Equity Lines of..., Real Estate Financing, Financial Structuring, Rates, Mortgage Marketing, Single Family Homes, Underwriting, Loss Mitigation, VA Loans, FHA Financing
Education
San Francisco State University 1986 — 1990
Bachelor of Science, Business Administration
Associated Bank Private Client Services June 2001 - Present
YMCA 2000 - Present
US Bank September 1999 - June 2001
Skills
Consultative Selling, Pilates, Financial Advisory, Asset Based Lending, Consumer Lending, Mortgage Lending, Commercial Lending, Small Business Lending, Investment Strategies, Insurance Planning, Selling, Loans, Financial Services, Financial Planners, Credit, Retirement Planning, Investments, Small Business
Education
Schiller International University
MBA, Financial Planning
Kaplan School of Financial Planning 2006 — 2009
Financial Planning
St. Norbert College
BS, Chemistry / Communication
Oshkosh West High School 1994 — 1997
Diploma
A Fiancial Planning Company September 2013 - Present
US Bank December 2010 - May 2013
Wells Fargo February 2009 - December 2010
Westfield November 2004 - August 2008
Skills
Credit, Loans, Banking, Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Retail Banking, Mortgage Lending, Underwriting, Cross Selling, Mortgage Banking, Lines Of Credit, Relationship Management, Deposits, Cash Management, Credit Cards, Branch Management, Financial Services, Finance, Branch Banking, Wealth Management, Insurance, Financial Advisory, Executive Management, Financial Institutions, Internet Banking, Operational Risk
Education
San Diego State University-California State University 2010 — 2013
Bachelor's degree, Communication, General
San Diego State University-California State University
Bachelor's degree, Communication
Deloitte June 2015 - Present
Deloitte September 2013 - June 2015
ZELTIQ July 2012 - September 2013
Atlas Copco May 2010 - July 2012
Atlas Copco July 2009 - May 2010
US Bank July 2007 - February 2009
Skills
Highly Analytical, Adaptive, Insightful, Financial Analysis, Microsoft Excel, Forecasting, Process Improvement, Microsoft Office, Financial Modeling, Accounting, SAP, Finance, Business Analysis, PowerPoint, Analysis, Budgets, Sales, Cross-functional Team..., Risk Management, Spreadsheets, Variance Analysis, Management, QuickBooks, Working Capital..., Training, Project Planning, Pricing, Product Marketing, Project Management
Education
University of California, Berkeley 2010 — 2011
Postbaccalaureate, Finance Certificate
San Jose State University 2005 — 2009
B.S., Corporate Finance & International Business
Carollo Engineers June 2013 - Present
Tri-City Glass June 2007 - May 2013
Santa Clara Valley Water District June 2011 - November 2012
US Bank January 2008 - February 2010
Skills
AutoCAD, Engineering, Concrete, Civil Engineering, Construction Management, Construction, MS Project, Sustainability, Microsoft Office, ArcGIS, Customer Service, Surveying, Matlab
Education
San Jose State University 2006 — 2012
Bachelor of Science (B.S.), Civil Engineering
US Bank November 2013 - Present
US Bank December 2007 - October 2013
Citibank December 2000 - March 2005
Skills
Banking, Loans, Financial Analysis, Credit, Financial Modeling, Microsoft Excel, Wealth Management, Retail Banking, Microsoft Office, Leadership
Education
San Francisco State University 2006 — 2012
Bachelor's degree, Finance, General
First Tech Federal Credit Union January 2014 - Present
KeyPoint Credit Union December 2008 - January 2014
KeyPoint Credit Union October 2006 - December 2008
US Bank August 2004 - October 2006
Skills
Banking, Business Management, Strategic Sales..., Training and Development, Public Relations, Event Planning, Social Media Marketing, Program Management, Management, Marketing, Mergers & Acquisitions, Microsoft Office, Project Management, Team Building, Customer Service, Leadership, Account Management, Salesforce.com, Sales, Sales Management, Event Management, Credit, Strategy, Employee Training, Customer Retention, CRM, Strategic Planning, New Business Development, Team Leadership, Lead Generation, Business Planning, Vendor Management, Product Marketing, Competitive Analysis, Relationship Management, Customer Satisfaction, Consumer Lending, Cold Calling, Cross Selling, Small Business Lending, Executive Management, Loans, Financial Services, Commercial Lending, Finance, Retail Banking, Business Development
Education
San Jose State University 2000 — 2004
BA, Business/Psychology - Business Management & Organizational Behavior
JSR Micro Inc May 2015 - Present
US Bank June 2014 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Food & Beverage, Organization, Time Management, Team Building, Teamwork, Microsoft Office, Data Entry, Payroll
Education
San Jose State University 2013 — 2017
Mission San Jose High School 2009 — 2013
Heritage Bank of Commerce January 2015 - Present
Wells Fargo Bank December 2012 - October 2014
US Bank October 2010 - November 2012
Wells Fargo Bank 2007 - October 2010
Wells Fargo Bank 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Treasury Management, Cash Management, Commercial Banking, Financial Services, Finance, Payments, Relationship Management, Business Development, Customer Service, Corporate Finance, Cross Selling, Sales, Direct Sales, Banking, Treasury Services, CRM, Deposits, Portfolio Management, Asset Based Lending, Business Process..., Sales Process, Customer Acquisition, Customer Retention, Strategic Communications, Communication Skills
Education
Santa Clara University 1997 — 2001
Bachelor of Science, Marketing
US Bank October 2011 - Present
US Bank Home Mortgages 2011 - 2013
Skills
Mortgage Banking, Default, Mortgage Lending, Loans, Refinance, Credit, Residential Mortgages, Loan Origination, FHA, Banking, Underwriting, USDA
Education
Sanford-Brown College-Hazelwood 2002 — 2003
Associates Business Administration Management
Sanford-Brown College-Hazelwood
Associate's degree
UAMC March 2014 - Present
Universal American Mortgage Company (UAMC) December 2012 - February 2014
Bank of America May 2010 - December 2012
JPMorgan Chase November 2009 - May 2010
US Bank November 2008 - November 2009
Skills
Notary Public, Mortgage Banking, Refinance, Small Business Lending, Residential Mortgages, Lines Of Credit, Deposits, Outlook, Administration, Loss Mitigation, Loans, Mortgage Lending, Loan Origination, FHA, Consumer Lending, Branch Management, Banking, Investment Properties, Risk Management, Credit
Education
Scottsdale Community College 1990 — 1991
Woodbridge High School 1986 — 1990
JPMorgan Chase June 2012 - Present
US Bank December 2009 - June 2012
Colin Adams Music January 2002 - June 2011
Wells Fargo Bank February 2007 - September 2009
City and County of San Francisco June 2006 - August 2006
UCSD Medical Center May 1996 - February 2002
Skills
Loans, Financial Analysis, Banking, Mortgage Lending, Customer Service, Finance, Leadership, Refinance, Sales, Real Estate, Investments, Investment Properties, Management, Music, Guitarist
Education
San Francisco State University 2003 — 2007
Bachelor of Arts, Political Science
US Bank May 2009 - April 2014
Stryker Endoscopy/Ultimate Staffing July 2008 - February 2009
Charter School August 2006 - November 2006
Progressive Insurance April 2005 - August 2006
Skills
Organizational..., Communication, Administrative Support, Customer Service, Administrative..., Data Analysis, Access, PowerPoint, Customer Satisfaction, Software Documentation, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Research
Education
San Jose State University 2009 — 2010
Bachelor of Arts (B.A.), Psychology
Wells Fargo Bank June 2010 - Present
Treasure State Bank 2006 - July 2010
US Bank 2004 - 2005
First Interstate Bank 2001 - 2003
JP Morgan Chase 1994 - 2000
Citibank 1989 - 1994
The Chase Manhattan Bank 1983 - 1988
Skills
Liquidity Management, Portfolio Management, Risk Management, Credit, Hedge Funds, Banking, Equities, Securities, Investments, Strategic Planning, Financial Risk, Insurance, Derivatives, Commercial Banking, Cash Management, Investment Management, Financial Services, Finance, Wealth Management, Loans, Series 7, Strategy, Financial Advisory, Financial Structuring, Management, Financial Analysis
Education
San Francisco State University, College of Business 1978 — 1981
Bachelor of Science, Finance, Economics
US Bank July 2014 - October 2014
Bulldog Finance Group May 2014 - June 2014
Ruthi Postow Staffing February 2014 - June 2014
ZeroChaos November 2013 - February 2014
San Diego Regional Chamber of Commerce September 2012 - December 2012
Oxford Tutoring Company February 2009 - August 2012
La Valencia Hotel June 2010 - July 2011
BCN MES June 2009 - September 2009
Skills
Public Policy, Policy Analysis, Marketing, Public Speaking, Research, Policy, Microsoft Excel, Organization Of Events, Critical Thinking and..., Political Campaigns, Social Media, Data Analysis, Sales, ArcGIS, Managing Database, Press Releases, Budgets, Contractual Agreements, writing
Education
UC San Diego 2009 — 2013
Bachelor of Arts (B.A.), Political Science
San Francisco State University 2006 — 2007
Vista High School 2002 — 2006
Fallbrook Union High School
State of Wisconsin May 2014 - Present
US Bank December 2008 - April 2014
VIVA USA INC 1998 - 2009
American Family Insurance November 2000 - December 2008
American Express June 1998 - November 2000
Intelligroup September 1998 - August 1999
Skills
SOA, Java, Spring, Agile Methodologies, Architectures, Web Services, Ant, JUnit, JMS, iPhone, Mobile, IT Governance, Groovy, Ruby, Scala, iOS, Objective-C, C++, Hibernate, Application Architecture, SDLC, SQL, scrum, Tomcat, Jasper Reports, Spring MVC, Spring Framework, Spring Batch
Education
Sathyabama Institute of Science and Technology 1993 — 1997
BE, Bachelors in Engineering
Nationstar Mortgage February 2015 - Present
Holthouse Carlin & Van Trigt LLP January 2014 - December 2014
JustinBradley July 2012 - January 2014
ING Direct September 2005 - July 2012
US Bank January 2001 - September 2005
H&R Block January 1998 - August 2000
Skills
Credit, Microsoft Excel, Finance, Underwriting, Mortgage Banking, Banking, Loans, Investments, Risk Management, Credit Risk, Sales, Microsoft Word, Accounting, PowerPoint, Credit Analysis, Income Tax, Auditing, Financial Statements, Tax Accounting
Education
San Diego State University
Master of Business Administration (MBA)
San Jose State University
Bachelor's degree, Finance
UCLA
UCLA Accounting Certificate, Accounting, 3.73 GPA, "Earned With Distinction" award
Accenture December 2013 - Present
Blueberry Systems January 2012 - December 2013
Mortgage Cadence October 2010 - December 2011
Microsoft December 2000 - March 2010
John H. Harland March 1993 - December 2000
US Bank January 1976 - March 1993
Colorado National Bank 1976 - 1993
Skills
SQL Server, T-SQL, IIS, Windows Server 2003, Windows Server 2008, SQL Profiler, WebEx, Troubleshooting, Documentation, Microsoft Office,..., SQL, Windows Server, Active Directory, SharePoint, Business Analysis, Management, HTML, Databases, Visio, Software Documentation, Training, Microsoft SQL Server, Integration, Quality Assurance, Technical Support, SDLC, Windows 7
Education
Santa Fe Community College
US Bank June 2005 - Present
Quark 2003 - 2004
Aquent at Sun MIcrosystems 2001 - 2003
Genomica 2001 - 2001
ChannelPoint 2000 - 2001
AT&T 1998 - 2000
NASA Ames Research Center 1989 - 1997
San Jose State University 1987 - 1988
Wilson Learning Corporation 1986 - 1986
Skills
Usability Testing, User-centered Design, Information Architecture, Interaction Design, User Experience, User Interface Design, Heuristic Evaluation, Usability Design, Task Analysis, Contextual Inquiry, Card Sorting, Paper Prototyping, User Scenarios, Prototyping, Ethnography, Human-computer..., Human Factors, Usability Engineering, User Interface, Wire Framing, Experience Design, Focus Groups, Information Design, Design Strategy, Web Design, Requirements Analysis, Mobile Design, Visio, Mockups, Participatory Design, Product Design, Mobile, Photoshop, Mobile Applications, Adobe Creative Suite, Rapid Prototyping
Education
San Jose State University 1986 — 1989
Masters Degree, Communication / Human Factors / Research Methodology, 3.95 GPA
San Jose State University 1982 — 1986
B.A., Communication / Research Methodology, 3.95 GPA
Best Learning Weifang February 2013 - Present
Martin Luther King Library January 2011 - Present
Walt Disney World June 2012 - December 2012
Citibank (Banamex USA) January 2010 - August 2010
US Bank October 2008 - January 2010
Education
San Jose State University 2010 — 2012
B.A., History
Google May 2015 - Present
New York Jets March 2015 - May 2015
Hulu January 2013 - August 2014
Hulu January 2012 - December 2012
Hulu November 2009 - December 2011
KLA-Tencor April 2006 - December 2008
US Bank June 2004 - August 2004
Columbia Bank June 2003 - August 2003
Skills
Financial Modeling, Revenue Recognition, Financial Analysis, US GAAP, Forecasting, Sarbanes-Oxley Act, SEC filings, Analytics, Financial Reporting, Start-ups, Mergers, Accounting, Team Leadership, Analysis, Finance, Auditing, Financial Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Santa Clara University 2002 — 2006
BS, Economics
Stadium High School
Stadium High School
Apple October 2011 - Present
Apple April 2008 - October 2011
US Bank February 2006 - April 2008
Puma 2003 - 2005
Skills
Management, iLife, Customer Service, OS X, Customer Satisfaction, iWork, Training, Troubleshooting, Employee Training, Consumer Electronics, Testing, Keynote, Customer Experience, Technical Support, Marketing
Education
San Jose State University 2003 — 2010
BS, Business Marketing
Bellarmine College Preparatory 2000 — 2003
Dash of Clean Referral Agency June 2015 - Present
Simply Maid Home June 2011 - June 2015
Target June 2010 - January 2011
US Bank September 2008 - February 2009
Skills
Small Business, Leadership, Management, Hospitality, Strategic Planning, Team Building, Training, New Business Development, Customer Service, Sales, Marketing, Operations Management, Entrepreneurship, Sales Management
Education
Sonoma State University 2008 — 2010
Bachelor of Science (BS), Business Management
Empire College
Specialize, Paralegal
Santa Rosa Junior College
AA, Economics
Fred Hutchinson Cancer Research Center February 2011 - February 2013
Starbucks Coffee Company June 2010 - September 2010
US Bank August 2006 - June 2009
Adam's Elementary School January 2008 - June 2008
World Relief June 2007 - September 2007
Skills
Spanish, SPSS, Customer Service
Education
Seattle Pacific University 2007 — 2010
BA, Linguistics
City of Fremont June 2014 - Present
US Bank September 2011 - June 2014
Bank of America January 2008 - September 2011
Skills
Mortgage Lending, Loans, Credit, Banking, Microsoft Excel, Financial Modeling, Relationship Management, Credit Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
San Jose State University 2007 — 2011
Bachelor of Science, Business Administration- Concentration in Management
James Logan 2003 — 2007
High School Diploma
California State Board of Equalization July 2010 - Present
CERO Global Non January 2000 - January 2011
Moss Adams LLP September 2008 - May 2009
Volunteer Income Tax Assistance January 2008 - April 2008
Roger Phillips CPA Review 2007 - 2008
Golden Gate Bridge Highway and Transportation July 2004 - March 2007
US Bank July 2000 - February 2003
Skills
Cross-functional Team..., Accounting, Financial Analysis, Financial Audits, Financial Statements, Fixed Assets, Internal Controls, Microsoft Word, PowerPoint, Project Management, Tax, Tax Law, Tax Preparation, Analysis, Accounts Receivable, Accounts Payable, Strategic Planning, Strategic Alliances, QuickBooks, Microsoft Excel, GAAP, Auditing
Education
San Francisco State University 2006 — 2008
B.S., Accounting
Skyline College 2002 — 2006
Associate of Science; Associate of Arts, Business Administration; Liberal Arts
Holland America Line February 2013 - Present
Holland America Line November 2009 - February 2013
Holland America Line August 2009 - November 2009
Seattle Central Community College April 2007 - June 2009
Smiley's Pet Care March 2007 - March 2009
Medical Training Solutions Inc May 2006 - February 2007
Prepared Response Inc January 2004 - March 2006
FiServ March 1998 - April 2003
US Bank April 1988 - September 1997
Skills
Software Documentation, Training, CRM, Testing, Analysis, Quality Assurance, Data Analysis, Databases, Recruiting, Business Intelligence, Business Analysis, Program Management, Time Management, Project Management, Process Improvement, SDLC, SQL, Leadership, Systems Analysis, Social Media
Education
Seattle Central College 2007 — 2009
AAS, Programming
Seattle Central College 2007 — 2008
Certificate, Database Administration & Development
Wings Aloft 2006 — 2006
Certificate, Private Pilot
American Institute of Banking 1988 — 1996
Diplomas, Management/Commercial Lending
Alden Pacific Asset Management LLC November 2014 - Present
HCP Pacific Asset Management January 2012 - November 2014
US Bank April 2008 - January 2012
Red Stone Partners October 2006 - December 2007
Capmark September 1998 - September 2006
Skills
Affordable Housing, Underwriting, Tax Credits, Site Inspections, Real Estate Financing, Real Estate Economics, Real Estate, Microsoft Excel, Loans, Investors, Investments, Financial Reporting, Credit, Commercial Real Estate, Asset Managment, Asset Management
Education
Sarah Lawrence College 1987 — 1991
Bachelor of Arts (B.A.)
U.S. Bank November 2012 - Present
U.S. Bank - Development Network October 2010 - December 2013
US Bank April 2011 - November 2012
U.S. Bank July 2007 - March 2011
CB Richard Ellis 2000 - 2005
Skills
Portfolio Management, Commercial Banking, Banking, Marketing Strategy, Credit Risk, Cash Management, Analysis, Management, Economic Data Analysis, Project Management, Commercial Mortgages, Due Diligence, Strategic Finance, Finance, Credit, Loans, Credit Analysis, Financial Analysis, Commercial Lending, Relationship Management, Sales
Education
San Jose State University
Bachelor of Business Marketing, Economics
Hello Kids April 2015 - Present
All The Perks Espresso Café March 2013 - February 2015
SDSU Research Foundation January 2012 - May 2014
SDSU Research Foundation May 2012 - March 2013
US Bank May 2007 - May 2012
Skills
Nutrition, Customer Service, Clinical Research, Working With Children, Social Media, Community Outreach, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry
Education
San Diego State University-California State University 2011 — 2014
BS, Foods and Nutrition
US Bank August 2010 - Present
Law Offices of Lames Albert June 2009 - March 2011
National Public Safety June 2009 - April 2010
Skills
Writing, Poetry, Leading By Example, Customer Service, Microsoft Office, Public Speaking, Event Planning, Problem Solving
Education
San Diego State University-California State University 2009 — 2013
BA, Communications
Steele Canyon High School 2005 — 2009
US Bank July 2010 - Present
US Bank January 2008 - July 2010
US Bank March 2006 - January 2008
US Bank July 2005 - March 2006
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Credit, Financial Analysis, Commercial Banking, Banking, Loans, Pro-active Leader, Creative Problem Solving, Motivated self-starter, Organized Multi-tasker, Learning Quickly, Team-oriented, Chartered Financial..., Finance, Mergers & Acquisitions, Management, Credit Risk, Financial Modeling, Underwriting, Leadership
Education
Santa Clara University 2001 — 2005
B.S. in Commerce, Finance
CTBC Bank May 2014 - Present
US Bank February 2007 - May 2014
Union Bank October 2004 - February 2007
Wells Fargo Bank July 2002 - October 2004
Wells Fargo Bank March 2000 - July 2002
Wells Fargo Bank September 1996 - March 2000
Skills
Banking, Branch Management, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Leadership, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Retail Banking, Small Business Lending, Team Building
Education
San Jose State University 1998 — 2003
.
Farmers Insurance June 2008 - Present
US Bank January 2005 - June 2008
Skills
Life Insurance, Workers Compensation, Credit, Insurance, Commercial Insurance, Health Insurance, Casualty, Fixed Annuities, Property, General Insurance, Umbrella Insurance, Disability Insurance, Whole Life, Term Life Insurance, Universal Life, Liability, Renters, Employment Practices..., Professional Liability, Commercial Lines, Homeowners, Risk Management, Banking, Employee Benefits, Underwriting, Property & Casualty..., Surety Bonds, Critical Illness, Flood Insurance, Key Person Insurance, Motorcycle, 401k, Excess, Medicare, Legal Liability, Long Term Care Insurance, Property, Small Business
Education
San Jose State University 2005 — 2008
Business administrative, Finance
Opus Bank June 2013 - Present
Home Start Inc. 2006 - 2014
US Bank October 2009 - June 2013
San Diego National Bank May 2007 - October 2009
California Bank & Trust 2006 - 2007
Washington Mutual 1997 - 2005
Home Savings of America 1995 - 1997
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Consumer Lending, Loan Origination, Branch Management, Cash Management, Credit, Commercial Mortgages, Finance, Credit Analysis, Branch Banking, Mortgage Lending, Deposits, Cross Selling, Banking, Retail Banking, Mortgage Banking, Refinance, Underwriting, Relationship Management, Treasury Management, Residential Mortgages, Asset Based Lending, Credit Cards
Education
San Diego State University-California State University 1997 — 2001
Bachelor, Sociology
STG Asset Management April 2015 - Present
Shelter Bay Retail Group June 2012 - April 2015
Sutter Health Corporate Office March 2012 - May 2012
Las Gallinas Sanitary District October 2011 - January 2012
US Bank January 2000 - January 2005
SYBRA, INC. August 1998 - December 1999
Kennedy Wilson January 1997 - August 1998
Skills
Real Estate, Property Management, Leasing Asistant, Lease Abstacting, Event Planning, Office 2010, Graphic Design, Marketing, Web Designing, Adobe Creative Suite, Packaging, Brochure Designs, Business Forms, Business Systems, Logo Design, Magazine layouts, Flash Animation, Training, Team Building, Dreamweaver, Adobe Acrobat, Photoshop, Illustrator, InDesign, Microsoft Word, PowerPoint, Microsoft Excel, Access Database, Outlook, Insurance Coordinator, Accounts Receivable, Yardi Property..., Yardi Voyager, Project Management, Gross Sales, NNN, Dictaphone Typist, Type 80 wpm, Ten Key Pad, Trainnig, Motivator, Sales Operations
Education
Santa Rosa Junior College 2014 — 2014
Real Estate Courses, Real Estate Development, current
First Tuesday - Real Estate Online Classes 2013 — 2014
Santa Rosa Junior College 2006 — 2010
Applied Graphics, AA, Real Estate Development, Honors
Concorde Medical Institute 1998 — 2000
Certified, Medical Administrative Assistant, 4.0 (Honors)
University of Guam 1992 — 1993
REQUIRED EDUCATION
MUFG Americas March 2015 - Present
MUFG Americas March 2014 - March 2015
MUFG Americas July 2011 - March 2014
First Republic Bank October 2010 - March 2011
US Bank January 2010 - July 2010
Nordstrom 2008 - 2008
Kaiser Permanente June 2007 - August 2007
Skills
Banking, Analysis, Financial Analysis, Outlook, Customer Service, Microsoft Excel, Finance
Education
Saint Mary's College of California 2014 — 2015
Master of Finance, Financial Analysis and Investment Management
San Jose State University 2005 — 2009
Bachelor of Science, Business Administration of Management
Lowell
Rabobank April 2014 - Present
American River Bank December 2013 - March 2014
Bank of America January 2011 - June 2013
Bank of America Merrill Lynch January 2010 - January 2011
Bank of America December 2004 - December 2009
US Bank August 2003 - August 2004
Wells Fargo Bank February 2002 - July 2003
Bank of America October 1989 - January 2002
Wells Fargo and Crocker Bank August 1976 - September 1989
Skills
Commercial Lending, Commercial Mortgages, Commercial Banking, Loans, Lines Of Credit, Credit Analysis, Treasury Management, Loan Origination, Mortgage Lending, Business Development, Middle Market, Asset Based Lending, Real Estate
Education
Pacific Coast Banking School 1985 — 1987
Stanford University Graduate School of Business 1974 — 1976
Business/Commerce, General
Santa Clara University - Leavey School of Business 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Wrenn/Ferguson Group - UBS April 2001 - Present
US Bank April 2000 - April 2001
JBL&K Risk Services August 1994 - March 2000
Standard Insurance Company August 1992 - August 1994
Education
University of Oregon 1988 — 1991
BS, Political Science, Business, Economics
Santa Clara University 1987 — 1988
Business
Jesuit High School 1983 — 1987
Our Lady of the Lake 1976 — 1983
Home 2008 - Present
BBVA Compass 2006 - 2008
Guaranty Bank & Trust 2005 - 2006
Bellco Credit Union 2003 - 2005
US Bank 1993 - 2003
Security Pacific National Bank 1985 - 1992
Pan American World Airways 1972 - 1985
Skills
Sales, Customer Service, Management, Consumer Lending, Banking, Small Business Lending
Education
Santa Monica College 1975 — 1980
Associates, Accounting & Business Management
US Bank November 2009 - Present
FBOP Corporation October 2007 - November 2009
Skills
Customer Service, Loans, Banking, Credit, Outlook, Finance, Commercial Banking, People Skills, Management, Commercial Lending, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Analysis, Communication, Underwriting, Portfolio Management
Education
Santa Rosa Junior College
Associates, Science & Liberal Arts, 4.0
University of Minnesota-Twin Cities
Ancient Art History
US Bank 2003 - 2005
Zhone Technologies 2000 - 2002
Ascend Communications/Lucent Technologies 1998 - 2000
Mylex Corporation 1996 - 1998
Skills
Performance Management, Customer Service, Human Resources, Employee Relations, Onboarding, Talent Acquisition, Leadership Development
Education
San Jose State University
BS, Business Administration concentrating in HR Management
US Bank March 2011 - Present
New Leaf December 2009 - Present
Wells Fargo April 2008 - March 2011
Deja Vu LLC June 2007 - December 2008
Sprint Nextel August 2004 - December 2007
Golden Apple Corp 2003 - 2004
Skills
Retail, Sales, B2B, Management, Negotiation, Account Management, Banking, Business Development, CRM, Team Building, Sales Operations, Sales Management, Leadership, Customer Service, Customer Satisfaction, Customer Experience, Cold Calling, Coaching, Retail Banking, Loans, Credit
Education
San Jose State University 2000 — 2004
California Business Bank April 2014 - Present
US Bank 2009 - 2014
Seacoast Commerce Bank 2008 - 2009
La Jolla Bank, FSB 2005 - 2008
Community Bank of Nevada 2002 - 2005
Skills
Credit, Underwriting, Middle Market, Commercial Lending, Loans, Small Business Lending, Business Development, Sales Management, Commercial Real Estate..., Treasury Management, Asset Based Lending, Portfolio Management
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Scorpion Design February 2015 - Present
Scorpion Design April 2014 - Present
State Farm Insurance August 2012 - April 2014
US Bank September 2011 - August 2012
State Farm Insurance February 2009 - September 2011
Skills
Project Management, Digital Marketing, Online Advertising, Networking, Business Development, Customer Service, Online Marketing, Sales, Lead Generation, Training, Property & Casualty..., Life & Health Insurance..., Employee Training, Executive Office..., Social Media Marketing, Email Marketing, SEO, Team Management, Marketing Strategy, Marketing
Education
Santa Barbara City College
Communication, General
Saugus High School
High School
Stifel Financial Corp. July 2015 - Present
UBER Headquarters April 2015 - May 2015
First Republic Bank October 2014 - March 2015
Us bank September 2013 - October 2014
S.B. Financial April 2014 - July 2014
J.P. Morgan Chase April 2011 - May 2012
Wells Fargo December 2007 - December 2010
Wet Seal June 2006 - November 2006
Skills
Fashion Shows, Visual Merchandising, Product Development, Merchandising, Visual Promotion, Window Displays, Sales Plan, Microsoft Office, Bilingual-English/Korean, Interpersonal Skill, Organizational..., Organization, Fast and Eager Learner, Setting Priorities, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Retail, Event Planning
Education
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Apparel Design & Merchandising
Microsoft June 2015 - Present
Amazon Media Group September 2014 - May 2015
Amazon Local June 2011 - September 2014
Yahoo! December 2009 - June 2011
Microsoft August 2008 - October 2009
Microsoft August 2006 - July 2008
US Bank July 2005 - December 2005
Wells Fargo Bank August 2001 - June 2005
Wells Fargo Bank October 1999 - July 2001
University of Washington October 1997 - September 1999
Skills
SEM, Online Advertising, PPC, E-commerce, Digital Marketing, Business Development, Display Advertising, Search Advertising, Marketing, Advertising, Email Marketing, Analytics, Web Analytics, Lead Generation, Digital Media, Strategic Partnerships, SEO, Mobile Marketing, Marketing Strategy, Billing Systems, e-mail marketing, Online Marketing
Education
University of Washington 1994 — 1997
MAIS, International Studies--China
San Jose State University 1987 — 1992
B.S., International Business Administration
Hyundai Translead January 2013 - Present
Hyundai Translead August 2012 - January 2013
US Bank November 2011 - June 2012
Costco Wholesale September 2009 - November 2011
Skills
Lines Of Credit, Banking, Commercial Banking, Credit, Deposits, Teller Operations, Cross Selling, Personal Banking, Cash Management, Purchasing, Inventory Management, Microsoft Excel, Customer Service, Microsoft Word
Education
University of Washington 2009 — 2011
Bachelor of Arts (B.A.), Psychology
San Diego State University-California State University 2007 — 2009
US Bank 2014 - Present
Robbins Property Associates 2013 - 2014
Coca Cola 2011 - 2012
Coldwell Banker, KKi Real Estate 2006 - 2011
Citi 2008 - 2009
Theatre Communications Group 2001 - 2002
Sony Pictures Digital Entertainment 2000 - 2001
Artnet 1998 - 2000
N2K Encoded Music 1996 - 1997
Skills
Banking, Sales, Marketing, Advertising, Analysis, Real Estate, Project Management, Music Business, Entertainment Industry, Art, Media, Meditation, Healing, Spirituality, Marketing Strategy, Selling, Customer Service, Social Media Marketing, Social Media, Account Management, Leadership, Sales Management, New Business Development, Social Networking, Email Marketing
Education
School of Visual Arts 1996 — 1998
Art History and Graphic Design
SUNY Geneseo 1991 — 1995
Bachelor's degree, Communications & Management Science
Scarsdale High School 1988 — 1991
U.S. Bank April 2015 - Present
US Bank May 2014 - May 2015
US Bank May 2010 - May 2014
Crimson Consulting June 2011 - August 2011
Wells Fargo Bank 2008 - May 2010
Skills
Marketing, Social Media Marketing, Integrated Marketing, Customer Service, Integrated Marketing..., Customer Segmentation..., Business Development, Salesforce.com, Prospect Research, Banking, Credit, Loans, Consumer Lending, Small Business Lending, Retail Banking, Mortgage Lending, Cross Selling, Home Equity Lines of..., Home Equity Loans, Loan Origination, Deposits, Mortgage Banking, Banking Relationships, Research, Team-oriented, Multi-tasked, Proofreading, Leadership, Real Estate, Customer Retention, Financial Analysis, Marketing Strategy, Sales Management, Team Building, Access, Finance, Personal Banking, Analytics, Cash Management, Time Management, Direct Sales, Lines Of Credit, Small Business, CRM, Customer Experience, New Business Development, Teamwork, Budgets, Outlook, Sales
Education
San Jose State University 2007 — 2012
Business, Marketing
Santa Teresa High School 2003 — 2007
US Bank September 2013 - July 2015
JPMorganChase July 2011 - May 2013
JPMorgan Chase September 2008 - June 2011
Washington Mutual Bank December 2006 - September 2008
Western Federal Credit Union August 2006 - November 2006
Skills
Process Improvement, Risk Management, Banking, Operations Management, Credit, Sales Management, Building Relationships, Outstanding..., Financial Services, Financial Analysis, Financial Regulations..., Project Management, Microsoft Office, Sales, CRM, Customer Service, New Business Development, Human Resources, Analysis, Management, Finance, Business Strategy, Leadership Development, Strategic Planning, Customer Satisfaction, Leadership, Forecasting, Training, Strategy, Negotiation, Microsoft Excel, Customer Retention, Project Planning, Contract Negotiation, Performance Management, Budgets, Program Management, Business Development, Team Leadership, Recruiting, Account Management, Payroll, Change Management, Employee Training, Marketing, Outlook, Loans, Team Building, Coaching, Real Estate Development
Education
University of Southern California 2015 — 2015
Certification, Principles of Real Estate Development
University of Phoenix 2010 — 2014
Bachelor's Degree, Business Management
Santa Monica College 2006 — 2009
General Education, Business Administration and Management, General
Us Bank January 2013 - Present
Myriad Music & Dance Academy July 2013 - June 2014
Elephant Bar Restaurant April 2009 - November 2013
Sugar Lounge March 2012 - March 2013
Wells Fargo May 2007 - August 2008
Skills
Excellent communication..., Strongly self-motivated, Customer Service, Take pride in customer..., Writing, Microsoft Office, Written & Verbal..., Committed to..., Outstanding verbal, genuine, Loyal, Multi Tasking
Education
San Francisco State University 2008 — 2010
Bachelor of Arts (B.A.), Communication, General
El Camino High School 2001 — 2005
High School Diploma
Admark Promotional Marketing January 2013 - Present
HSBC USA May 2011 - July 2011
Bank of the West June 2004 - December 2010
M&T Bank June 2003 - October 2003
US Bank November 2002 - February 2003
Bay View Bank September 1982 - October 2002
Skills
AML, KYC, Banking, Risk Management, Due Diligence, Fraud, Bank Secrecy Act, OFAC, Financial Regulation, Retail Banking, Risk Assessment, Branch Banking, Anti Money Laundering
Education
Utica College 2013 — 2014
Master of Science (M.S.), Economic Crime Management
San Francisco State University 1980 — 1982
Bachelor of Science (BS), Business Administration, Accounting
Skyline College 1978 — 1980
Associate of Arts (AA), Accounting
Swedish Medical Center July 2013 - Present
Swedish Medical Center July 2012 - June 2013
Chase Bank April 2011 - July 2012
Chase Bank January 2011 - March 2011
Chase Bank February 2009 - January 2011
US Bank December 2007 - January 2009
Skills
Teamwork, Healthcare, Outlook, Medical Terminology, HIPAA, Sales, Customer Retention, Cross Selling, Inter-personal, Customer Experience, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Operations Management, Customer Oriented, 10 Key, Customer Satisfaction, Quality Patient Care, CPT, ICD-9, Medical Records, Appointment Scheduling, Patient Safety, Patient Education, Health Insurance, Software Documentation
Education
Seattle Central Community College 2007 — 2008
General Studies
Franklin High School 2002 — 2006
High School Diploma, General Studies, 3.0
Brandon Macon LLC January 2009 - Present
Corinthian Colleges, Inc. January 2014 - August 2014
State of Minnesota August 2010 - December 2013
Sabathani Community Center, Inc February 2012 - September 2013
US Bank May 2010 - August 2010
HIRED January 2009 - May 2010
Berlitz January 2007 - December 2008
Wells Fargo August 2005 - November 2006
Skills
Leadership, Training, Adult Education, Management, Marketing, Public Speaking, Staff Development, Customer Service, Sales, E-Learning, Teaching, Team Building, Workshop Facilitation, Program Development, Coaching, Time Management, Leadership Development, Instructional Design, Recruiting, Higher Education, Curriculum Design, Finance, Career Counseling, Career Development, Research, Distance Learning, Student Affairs, Organizational..., Instructional Technology, Marketing Strategy, Nonprofits, Conflict Resolution, Faculty Development, Educational Technology, Policy, Admissions, Curriculum Development, Student Development, Employee Training, Educational Leadership, Social Media, Business Development, Business Strategy, Sales Management, New Business Development, Strategic Planning, Organizational..., Business Process..., Business Process..., Entrepreneurship
Education
University of Minnesota-Twin Cities 2009 — 2011
Master, Education
Schiller International University 2007 — 2008
Master, Business Administration
University of Minnesota-Twin Cities 2001 — 2005
Bachelor, Business and Marketing Education
U.S. Bank April 2013 - Present
US Bank April 2013 - Present
US Bank December 2011 - April 2013
Skills
Customer Service, Computers, Mathematics, Mortgage Banking, Banking, Restaurant Management, Construction, Recreation, Sales, Common Sense, Consumer Lending
Education
San Francisco State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Del Oro High School 1994 — 1997
General
Kimelman Medical Group 2014 - Present
State Farm Agent December 2011 - 2014
US Bank January 2007 - January 2008
Claremont Resort & Spa 2006 - 2006
Skills
Banking, Loans, Insurance, Underwriting, Leadership, Training, Sales, Team Building, Customer Satisfaction, Marketing, Coaching, Process Improvement, Risk Management, Customer Service, Public Speaking, PowerPoint, Management, Microsoft Office, Social Media, Strategic Planning, Microsoft Excel
Education
Santa Rosa Junior College
Psychology and Human Behavior
Nordisk Systems, Inc. August 2014 - Present
sycomp September 2013 - Present
Zones Incorporated March 2012 - September 2013
DataSphere Technologies Inc. March 2011 - December 2011
Pierre Money Mart October 2010 - March 2011
Muscular Dystrophy Association January 2010 - October 2010
Mario Vendetti 2006 - January 2009
US Bank January 2003 - December 2003
Infospace August 2000 - July 2001
Go2Net February 2000 - August 2000
Skills
Sales, Apple, Being Awesome, Business Relationship..., Solution Selling, Microsoft Gold Certified, IBM Servers and Storage, VMware Infrastructure, Apple Gold Certified, symantec certified, Storage, Relationship Marketing, Symantec Security, Cold Calling, Lead Generation, Account Management, Sales Operations, Sales Process, Salesforce.com, Direct Sales, B2B, Online Advertising, Marketing, SaaS, Recruiting, Selling, Sales Presentations, Customer Satisfaction, CRM, Enterprise Software, Strategic Partnerships, Channel Partners, Advertising, Networking, Cloud Computing, Software Industry, Professional Services, Managed Services, Call Centers, Partner Management, HP, New Business Development, Sales Enablement, Customer Retention, Sales Management, VMware, Product Marketing, Building Relationships
Education
San Jose State University 2002 — 2006
BA, Radio television Film
Washington State University - College of Business and Economics 1998 — 2000
O'Dea High School 1994 — 1998
AmericanWest Bank November 2012 - Present
Borrego Springs Bank 2009 - November 2012
Encore Capital Group 2005 - 2009
US Bank 2003 - 2005
Commercial Space Online 2003 - 2003
Skills
Loans, Portfolio Management, Management, Banking, Credit Analysis, Small Business..., Commercial Lending, Underwriting, Small Business Lending, Financial Services, Finance, Credit, Analysis, Financial Analysis, Risk Management, Credit Risk, Commercial Banking, Customer Service
Education
Seattle Pacific University 1999 — 2003
BA, Business Administration
Seattle Pacific University - School of Business and Economics 1999 — 2003
BA, Business Administration
Fidelity Investments July 2010 - Present
Dunham & Associates February 2010 - April 2011
Dunham & Associates February 2010 - July 2010
Dunham & Associates April 2008 - February 2010
Southeast Territory April 2008 - February 2010
US Bank November 2007 - April 2008
US Bank October 2007 - April 2008
Blane Realty October 2005 - May 2007
Education
San Diego State University-California State University 2003 — 2007
Financial Services, Finance
College of Business Administration
Bachelor of Science, Financial Services; Political Science
San Diego State University, California
U.S. Bank January 2013 - May 2014
US Bank August 2010 - January 2013
U.S. Census Bureau January 2010 - August 2010
Papaya Cornerstone Apparel, Inc. August 2009 - January 2010
NASA Ames Research Center March 2007 - August 2009
Skills
Microsoft Excel, Customer Service, Banking, Microsoft Office, Recruiting, Microsoft Word, PowerPoint, Financial Analysis, Sales, Credit, Finance, Coaching
Education
San Jose State University 2007 — 2009
Bachelor of Science (BS), Corporate Finance
US Bank May 2010 - May 2015
Wells Fargo Bank February 2010 - May 2010
First Republic Bank August 2009 - December 2009
Bank of America June 2006 - April 2009
Bank of America 2001 - 2006
Skills
Customer Experience, Customer Relations, Customer Service, Financial Services, Leadership, Leadership Development, Banking, Auditing, Budgets, Cash Management, Management, Operations Management, Policy, Process Improvement, Project Management, Retail Banking, Risk Management, Small Business Lending, Strategy, Team Building, Time Management, Training, Business Development, Consumer Lending, Loans, Credit, Mortgage Lending, Program Management
Education
San Francisco State University 1993 — 1996
Bachelor, Social Science
Fremont Bank August 2013 - Present
Fremont Bank June 2012 - August 2013
Fremont Bank October 2011 - July 2012
US Bank August 2011 - September 2011
Manchester Grand Hyatt San Diego July 2011 - September 2011
Ace Parking January 2011 - September 2011
Fremont Bank May 2008 - August 2010
Round Table Pizza January 2006 - August 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Sales, Finance, Time Management, Social Media, Outlook, Leadership, Financial Analysis, Public Speaking, Team Leadership, Account Management, Cash Management, Report Writing, Banking, Budgets, Data Analysis, Marketing, New Business Development
Education
San Diego State University-California State University 2007 — 2011
BA, Finance
Saint Ignatius College Prep 2003 — 2007
High School Diploma
US Bank April 2011 - Present
Aequitas Capital Management May 2010 - March 2011
Aequitas Capital Management 2007 - June 2010
Fiserv EFT 2005 - 2007
Visa USA 1994 - 2002
Visa U.S.A. Inc. 1994 - 2002
American Express 1987 - 1994
Skills
Stategic Thinking, Innovator, Business Process..., Collaborative Leadership, Customer Satisfaction, Product Development, Magazine Management, Strategic Thinking, Segmentation, Loyalty Programs, P&L Management, Competitive Analysis, Direct Marketing, Mergers & Acquisitions, Customer Acquisition, Banking, Business Strategy, Product Management, Mobile Payments, Thought Leadership, New Business Development, Payment Card Processing, Internal Communications, Cards, Analysis, Marketing Strategy, Team Leadership, Program Management, Strategic Planning, Strategic Partnerships, Market Research, Marketing, Leadership, Customer Experience, Financial Modeling, Sales Operations, Vendor Management, Finance, Management, Relationship Management, Payments, Business Development, Product Innovation, Electronic Payments, Analytics, Product Marketing, Start-ups, Multi-channel Marketing, Payment Systems, Financial Services
Education
Thunderbird School of Global Management 1985 — 1987
MBA, International Business
Scripps College 1979 — 1983
BA, International Relations
Université Paris-Sorbonne 1981 — 1982
French Literature/ Architecture
US Bank May 2011 - Present
West Coast Bank 2008 - May 2011
Bear Stearns January 2007 - March 2008
Stevens School of Enginnering 2005 - 2006
L&T Infotech February 2004 - December 2004
Skills
SDLC, Java Enterprise Edition, Microsoft SQL Server
Education
Stevens Institute of Technology 2005 — 2006
Convent of Jesus & Mary School
HSc, Science
IPCL
Sardar Patel University
UnderGrad, Computer Science
Independent August 2014 - Present
US Bank July 2013 - July 2014
Montage Capital November 2005 - February 2013
United American Bank September 2005 - August 2008
Legacy Bank June 2003 - August 2005
Sand Hill Capital June 1997 - June 2002
Bank of the West November 1994 - May 1997
Silicon Valley Bank September 1989 - October 1994
Education
San Jose State University
US Bank January 2012 - Present
SJ Nelson Enterprises May 2010 - January 2012
Balboa Realty January 2010 - January 2012
Union Bank of California August 1994 - July 2009
Skills
Banking, Loans, Customer Service, Commercial Banking, Team Leadership, Leadership, Mortgage Lending, Training, Real Estate, Credit, Strategic Planning, Customer Retention, Commercial Lending, Marketing, Sales, Residential Homes, Management, Financial Analysis, Business Development, Commercial Real Estate, Customer Satisfaction, Small Business Lending, Sales Management
Education
San Diego State University-California State University 1971 — 1975
BA, English
US Bank February 2008 - Present
Mary Kay Independent Beauty Consultant November 2006 - December 2011
Boston Scientific August 2006 - January 2008
Boston Scientific/Guidant 2006 - 2008
Achieve Healthcare Technologies 1998 - 2006
Achieve Healthcare Technologies 1998 - 2006
Santa Fe Opera May 1981 - August 1986
Skills
SDLC, Visio, Software Project..., Data Warehousing, Agile Methodologies, Process Improvement, Business Analysis, Requirements Gathering, Requirements Analysis, Analytics, Program Management, Vendor Management, Business Intelligence
Education
Santa Fe University of Art and Design 1979 — 1983
Commerce Bank of Washington January 2006 - Present
US Bank January 2000 - March 2006
Rainier Bank 1984 - 1990
Education
Seattle Pacific University
MBA
University of Washington
Union Bank November 2010 - Present
Citizens Business Bank May 2008 - November 2010
CalNational Bank 2005 - 2008
US Bank 2003 - 2005
Wells Fargo 1990 - 2003
Education
San Diego State University-California State University 1985 — 1989
US Bank February 2014 - Present
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Credit, Refinance, FHA, Compliance, FHA financing, Mortgage Underwriting, VA loans, Sales Management, Credit Risk, USDA, Underwriting, Investment Properties, Finance, Residential Mortgages, Certified Mortgage..., Government Loans, Reverse Mortgages, Credit Analysis, Home Equity Lines of..., Consumer Lending, Home Equity Loans, Commercial Lending, Investments, Loss Mitigation, Construction Loans, Commercial Mortgages, Real Estate Financing, Loan Servicing, Mortgage Servicing, Small Business Lending
Education
Santa Clara University 1978 — 1982
BSC, Business Management
US Bank August 2013 - Present
FDIC May 2010 - January 2012
Preferred Bank February 2008 - May 2010
Pacific Western Bank September 2005 - May 2008
Citizens Business Bank 2000 - 2005
Skills
Loans, Credit Analysis, Portfolio Management, Commercial Mortgages, Commercial Lending, Mortgage Lending, Banking, Credit, Lines Of Credit, Commercial Banking, Credit Risk, Risk Management, SBA, Construction Loans, Branch Banking, Asset Based Lending, Small Business Lending, Mortgage Banking, Underwriting, Financial Risk, Retail Banking, Consumer Lending, Loan Origination, Financial Analysis, Treasury Management, Cash Management
Education
Pacific Coast Banking School 1994 — 1996
San Diego State University-California State University
B.S., Finance
SNH Inc. March 2013 - Present
ProCaps Laboratories October 2007 - March 2013
Zappos.com 2004 - 2007
US Bank 1999 - 2004
Bank of Commerce 1988 - 1999
Skills
Performance Management, Talent Management, Recruiting, Employee Relations, HRIS, Change Management, Employee Benefits, Human Resources, Management, Payroll, Onboarding, Workforce Planning, Personnel Management, Talent Acquisition, Training, Employee Training, College Recruiting
Education
San Diego State University-California State University 1984 — 1988
BA, Psychology
Kaiser Permanente January 2011 - Present
Kaiser Permanente October 2008 - January 2011
DPMS Inc. dba Kool Smiles May 2007 - October 2008
Flextronics June 2004 - May 2007
US Bank May 2003 - June 2004
Comerica Bank January 2002 - May 2003
Skills
Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Forecasting, Financial Analysis
Education
Santa Clara University 2000 — 2002
Bachelor's of Science, Business Finance
Wells Fargo July 2008 - Present
US Bank June 2006 - July 2008
Skills
Commercial Real Estate, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit, Finance, Business Development, Small Business Lending, Wealth Management, Financial Modeling, Asset Management, Investments, Underwriting, Banking, Financial Analysis, Strategic Planning, Portfolio Management, Series 7
Education
Willamette University - Atkinson Graduate School of Management 2004 — 2006
Master of Business Administration, Portfolio Management and Private Equity
Santa Clara University 1998 — 2002
BSC, Finance & Economics
High School 1994 — 1998
US Bank June 2003 - Present
Skills
Loans, Leadership, Time Management, Small Business, Commercial Banking, Consumer Lending, Business Development, Credit, Mortgage Lending, Customer Retention, Finance, Lines Of Credit, Portfolio Management, Commercial Lending, Retail Banking, Banking, Financial Analysis, Sales, Small Business Lending, Credit Analysis, Cross Selling, Loan Origination, Sales Management, Relationship Management, Coaching, Customer Satisfaction
Education
San Jose State University
US BANK November 2007 - Present
The Bank of New York Mellon Co. 1997 - 2007
Education
San Francisco State University, College of Business 1990 — 1995
B.S., Business Administration - Management, Minor in Marketing / Asian American Studies
Landmark Education
Curriculum for Living Graduate / Introduction Leader / Self Expression and Leadership Program Coach, Personal Growth and Development / Transformation / Possibility
Business Analyst Shazam Cardinal Services December 2014 - Present
Volt/Wells Fargo TOG December 2013 - Present
Vital Support Systems July 2011 - December 2013
Federal Home Loan Bank of Des Moines 2009 - 2011
Iowa Interactive, LLC July 2008 - February 2009
Wells Fargo Financial 2004 - 2008
Principal Financial Group 2003 - 2004
US Bank 1998 - 2003
Firstar Bank 1998 - 2000
Skills
Process Improvement, Business Requirements, Finance, Underwriting, Strategic Planning, Banking, SQL, Disaster Recovery, Management, Budgets, Customer Service, Project Management, Mortgage Lending, Time Management, Quality Assurance, Team Building, Vendor Management, Business Analysis, Program Management, Software Documentation, Business Process, User Acceptance Testing, Visio, Requirements Gathering, Risk Management, SDLC, Leadership, SharePoint, Consulting, Requirements Analysis, Business Process..., Documentation, Business Intelligence, Loans, Integration, Sales, Software Project..., Analysis, Project Portfolio..., Access, Financial Analysis, Project Planning, IT Strategy, Financial Services, Databases, Change Management, Agile Methodologies, Cross-functional Team..., Microsoft Office
Education
Sandford Brown 2013 — 2015
Associate's Degree, Web Development and Design, 3.67
Upper Iowa University 2004 — 2006
Master of Business Administration (MBA), Emphasis in Quality Management
Upper Iowa University 1998 — 2002
Bachelor of Science (B.S.), MIS, and Finance
Symantec June 2013 - Present
Symantec May 2011 - June 2013
Symantec May 2008 - May 2011
Hewlett-Packard May 2006 - May 2008
Hewlett-Packard May 2000 - May 2006
Union Bank of California February 1998 - May 2000
US Bank 1994 - 1998
Skills
Process Improvement, Vendor Management, Business Analysis, SaaS, Mergers & Acquisitions, Management, Analysis, Analytics, Project Management, Leadership, Finance, Internal Controls, Cross-functional Team..., Essbase, Financial Analysis, Strategy, Financial Modeling, ERP, Access, Team Management, Mentoring
Education
San Francisco State University 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1993
Bachelor of Arts (B.A.), Psychology
US Bank Regional Sales managerUS Bancorp Investments2000 - Present
Education
Santa Clara University 1977 — 1982
US Bank March 2004 - Present
NetSource, Inc. February 2002 - February 2004
Education
San Francisco State University 1998 — 2005
Management
RA Capital Advisors LLC January 2012 - Present
RA Capital Advisors LLC April 2009 - December 2011
RA Capital Advisors LLC December 2007 - April 2009
Relational Investors LLC February 2004 - December 2007
US Bank October 2002 - February 2004
Libra Securities June 1999 - July 2002
Skills
Finance, Accounting, Auditing, Banking, Budgets, Internal Controls, Management, Payroll, Internal Audit, Human Resources, Financial Statements, GAAP, Financial Analysis, Asset Managment, Equities, Corporate Finance, Mergers, Valuation, Customer Service, Leadership, Process Improvement, Financial Modeling, Microsoft Excel, Mergers & Acquisitions
Education
University of California, San Diego 2007 — 2009
Business Management
San Diego State University-California State University 2006 — 2006
Human Resource Management
San Diego State University-California State University 1993 — 1997
Kinesiology, Fitness & Health
Umpqua Bank April 2014 - Present
Sterling Bank April 2004 - April 2014
US Bank 1999 - 2003
Bank of America July 1992 - September 1999
Skills
Small Business Lending, Private Banking, Wealth Management, Retail Banking, Commercial Lending, Loans, Banking, Commercial Banking, Mortgage Lending, Credit, Commercial Mortgages, Consumer Lending, Credit Analysis, Loan Origination, Lines Of Credit
Education
University of Washington 2003 — 2005
MBA
Santa Clara University 1988 — 1992
Bachelor of Arts (B.A.)
Camino Federal Credit Union May 2011 - Present
Engard Arts August 2010 - May 2011
US Bank June 2009 - July 2010
Downey Savings November 2005 - March 2009
Downey Savings March 2003 - November 2005
Downey Savings August 1999 - August 2002
Downey Savings May 1996 - August 1999
Christopher Robins & Associates 1991 - 1995
Skills
Direct Mail, Budgeting, Promotions, Budgets, Banking, Customer Service, SEO, Marketing Strategy, New Business Development, SEM, CRM, Marketing, Advertising, Marketing Management, Direct Marketing, Email Marketing, Management, Team Leadership, Coaching, Marketing Communications, Loans, Sales, Team Building, Training, Creative Direction, Social Media, Corporate Communications, Negotiation, Lead Generation, Trade Shows
Education
San Jose State University
Bachelor of Science, Graphics
US Bank August 2007 - Present
Community One Financial Services 2005 - 2007
Accredited Home Lenders 2003 - 2005
Nordstrom February 1996 - June 2003
Skills
Credit, Business Development, Loans, Banking, Leadership, Recruiting, Branch Management, Sales, Home Equity Loans, Customer Service, Cross Selling, Relationship Management, Sales Management, Underwriting, Marketing, Coaching, Direct Sales, Management, Marketing Strategy, Training, Small Business Lending, Budgets, Email Marketing, Finance, Mortgage Lending, Commercial Lending, Consumer Lending, Loan Origination, Credit Analysis, Customer Retention, Lines Of Credit, Mortgage Banking, Risk Management, Retail Banking, Team Building, New Business Development, Financial Analysis, Portfolio Management, Team Leadership, Refinance, Investments, Financial Services, Commercial Banking, Private Banking, Public Relations
Education
San Diego State University-California State University 1999 — 2003
Bachelors of Science, Business Management
US Bank August 2008 - Present
Bank of America October 2003 - March 2008
Subway 2002 - 2005
Skills
Loans, Banking, Credit, Retail Banking, Consumer Lending, Small Business Lending, Credit Analysis, Loan Origination, Cross Selling, Branch Management, Lines Of Credit, Branch Banking, Risk Management, Refinance, Commercial Banking, Mortgage Lending, Sales, Management, Leadership
Education
San Jose State University
US Bank 2012 - 2014
U.S. Bank 2011 - 2012
Sallie Mae 2003 - 2010
Washington Mutual, Inc. 2002 - 2003
American Express 1993 - 2002
Skills
CRM, Business Development, Strategy, Management, New Business Development, Marketing Strategy, Sales, Marketing, Strategic Planning, Project Management, Banking, Loans, Leadership, Contract Negotiation, Negotiation, Sales Management, Account Management, Team Building, Proposal Writing, Insurance, Customer Service, Salesforce.com, Relationship Management, Business Strategy, Credit, Sales Presentations, Financial Services, Process Improvement, Public Speaking, Leadership Development, Program Management, Strategic Partnerships, Coaching & Mentoring, Customer Satisfaction, Qualifying Prospects, Planning Budgeting &..., Reporting & Analysis
Education
San Diego State University-California State University
BS, Business Administration (Management)
Meadowood Napa Valley October 2013 - Present
Grant Thornton LLP August 2012 - August 2013
Grant Thornton LLP January 2010 - August 2012
Grant Thornton LLP June 2008 - August 2008
SRC Cables, Inc September 2007 - June 2008
US Bank June 2005 - September 2007
Skills
Financial Statements, GAAP, Auditing, Cash Flow, US GAAP, Financial Reporting, Accounting, QuickBooks, Tax, Financial Accounting, Cash Management, Banking, Financial Analysis, Revenue Recognition, Internal Controls, Bookkeeping, Journal Entries
Education
Sonoma State University 2006 — 2009
BS, Business Administration
Santa Rosa Junior College 2002 — 2005
AA, General Eduaction
Mortgage August 2014 - Present
Wells Fargo Home Mortgage November 2011 - November 2013
Bank of America 2010 - 2011
US Bank October 2008 - July 2010
US Bank Home Mortgage 2008 - 2010
Homecomings Financial September 2002 - October 2008
Washington Mutual November 2001 - September 2002
Western States Mortgage 1997 - 1999
Evergreen Moneysource 1994 - 1996
Skills
Loans, Mortgage Banking, VA loans, Mortgage Lending, FHA, Funding, Credit, Loan Origination, Refinance, Residential Mortgages, USDA, FHA financing, Government Loans, Construction Loans, Mortgage Underwriting, VA Loans, FHA Financing
Education
Chief Sealth High School
Seattle Central Community College
U.S. Bank March 2015 - Present
U.S. Bank April 2009 - March 2015
US Bank September 2006 - April 2009
Education
University of Arizona 1998 — 2003
BS
San Francisco State University 2008 — 2009
Human Resources Cert.
Asana Homes, LLC February 2015 - Present
Trinity Lutheran College February 2012 - November 2013
AirCloud Entertainment, LLC February 2012 - April 2013
Cobalt Equity Group, LLC May 2003 - September 2012
East West Bank January 2003 - January 2004
US Bank July 1999 - January 2003
Bank of America 1992 - 1999
Skills
Banking, Commercial Banking, Investments, Asset Management, Financial Analysis, Project Portfolio..., Distressed Property, Corporate Finance, New Business Development, Fundraising, Management, Property, Portfolio Management, Mortgage Lending, Investment Properties, Credit Analysis, Loans, Start-ups, Coaching, Finance, Analysis, Strategic Planning, Real Estate, Budgets, Accounting
Education
San Diego State University-California State University 1989 — 1992
BS, Finance
US Bank September 2010 - Present
Citibank September 2009 - September 2010
Prospect Mortgage, LLC January 2009 - September 2009
Countrywide/Bank of America February 2008 - November 2008
Bank of America August 2002 - November 2007
Bank of America January 1996 - August 2002
Skills
Banking, Budgets, Business Strategy, Commercial Lending, Credit, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, First Time Home Buyers, Human Resources, Investment Properties, Investments, Lead Generation, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mutual Funds, Portfolio Management, Product Marketing, Real Estate Economics, Refinance, Relationship Management, Real Estate, Retail, Residential Mortgages, Retail Banking, Sales Management, Training
Education
San Francisco State University 1976 — 1980
BS, Business
Union Bank April 2013 - Present
US Bank March 2009 - March 2013
Wachovia May 2006 - August 2008
World Savings January 1986 - May 2006
Skills
Mortgage Lending, Underwriting, Customer Service, Loan Origination, Mortgage Banking, Refinance, Residential Homes
Education
University of California, Santa Cruz 1983 — 1985
Bachelor of Science (B.S.), Business/Managerial Economics
Santa Rosa Junior College 1982 — 1984
Associate of Arts (A.A.), Undergraduate
State of Arizona - Aeronautics February 2014 - Present
AAAE 2012 - 2015
AAAE 2012 - 2015
AAAE 2012 - 2015
AAAE 2012 - 2015
City of Boise - Boise Airport January 2012 - November 2012
Dory Investments 2009 - 2012
US Bank October 1996 - January 2009
Monterey Peninsula Airport 1990 - 1991
San Francisco International Airport 1988 - 1989
Skills
Project Management,..., Aviation, Airlines, Flight Safety, Aircraft, Airport Management, Strategic Planning, Business Planning, Small Business, Commercial Real Estate..., Flights, Commercial Aviation, Airports, Active Team Player, Microsoft Office, Real Estate Finance, Business Development, Program Management, International Business, Leadership
Education
Everglades University
Bachelor of Science (BS), Aviation Management
San Jose State University
Aviation and Business
US Bank July 2004 - Present
Farmers State Bank September 1999 - August 2004
Skills
Banking, Customer Service, Credit, Financial Analysis, Credit Analysis, Small Business, Commercial Lending, Strategic Planning, Sales, Small Business Lending, Sales Management, Consumer Lending, Time Management, Management, Commercial Banking, Loans, Commercial Mortgages, Loan Origination, Finance, Mortgage Lending, Lines Of Credit, Refinance, Portfolio Management, Investments, FHA, Treasury Management, Risk Management, Strategic Financial..., Cross Selling, SBA, Real Estate Financing, Community Banking, Mortgage Banking, Retail Banking
Education
San Joaquin Delta College
Home Bank Of California June 2015 - Present
Luther Burbank Savings (Nelson Staffing) September 2014 - March 2015
BofI Federal Bank March 2011 - June 2014
Priority Suites August 2010 - November 2010
West Coast Property Consultants (WCPC) October 2006 - February 2009
Comerica June 2005 - May 2006
San Diego National Bank February 2005 - June 2005
US Bank 2003 - 2005
Skills
Banking, Finance, Real Estate, Loans, Accounts Receivable, Budgets, Accounting, Contract Management, Invoicing, Residential Homes, Financial Statements, Portfolio Management, Internal Audit, Sales, Time Management
Education
University of Washington 1987 — 1988
Business Administration and Management, General
Seattle Central College 1983 — 1984
N/A, Business
U.S. Bank August 2013 - Present
US Bank April 2010 - August 2013
US Bank April 2009 - April 2010
US Bank April 2005 - April 2009
Skills
Consumer Lending, Loans, Small Business Lending, Credit, Retail Banking, Mortgage Lending, Banking, Credit Analysis, Lines Of Credit, Loan Origination, Refinance, Residential Mortgages, Relationship Management, Risk Management, Branch Management, Cross Selling
Education
San Diego State University-California State University 2003 — 2007
Bachelors, Business Administration, Marketing
Commerce Bancshares, Inc. August 2006 - Present
Commerce Bank 2006 - Present
US Bank 2003 - August 2006
Education
Santa Ana College
Airline Transportation
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
US Bank August 2009 - Present
Skills
Commercial Banking, Retail Banking, Loans, Credit, Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Credit Risk, Cross Selling, Portfolio Management, Relationship Management
Education
Savannah College of Art and Design
Fine/Studio Arts, General
US Bank June 2014 - Present
Bank of America Merrill Lynch June 2013 - May 2014
Comerica Bank June 2006 - June 2013
Bank of America January 2004 - June 2006
Skills
Commercial Banking, Commercial Lending, Portfolio Management, New Business Development, Sales, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Asset Based Lending, Lines Of Credit, Treasury Management, Credit Risk, Retail Banking, Underwriting, Mortgage Lending, Consumer Lending, Loan Origination
Education
Santa Clara University - Leavey School of Business 1999 — 2003
BA, Finance
Wells Fargo 2013 - Present
Wells Fargo November 2010 - July 2013
Wells Fargo Bank August 2007 - November 2010
US Bank September 2005 - August 2007
Skills
Finance, Risk Management, Loans, Strategic Planning, Data Analysis, Commercial Banking, Banking, Credit Analysis, Analysis, Credit, Financial Analysis, Commercial Lending, Management, Project Management, Mortgage Lending, Relationship Management, Financial Services, Portfolio Management
Education
San Francisco State University
Northshore Christian Church July 2012 - Present
Northshore Christian Church July 2009 - June 2011
Personnel Management Systems, Inc. 2004 - December 2006
US Bank 1999 - 2004
Starbucks Coffee Company 1997 - 1999
Skills
Employee Benefits, Employee Relations, Human Resources, Interviews, New Hire Orientations, Performance Management, Personnel Management, Recruiting, Training, Leadership, Public Speaking, Management, Team Building, FMLA
Education
Seattle Pacific University 1993 — 1998
BA, Busiess
Us bank July 2011 - Present
Skills
Banking, Loans, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Financial Analysis, Relationship Management, Portfolio Management, Investments, Credit Cards, Financial Services, Finance, Cash Management, Financial Modeling, Loan Origination
Education
San Francisco State University, College of Business 2005 — 2010
Bachelors of Science, Business (Marketing)
US Bank February 2012 - Present
Imperial Capital Bank/City National Bank April 2004 - June 2011
Pacific Premier Bank January 2004 - February 2005
Banco Popular North America January 2001 - February 2004
Bank of America August 1994 - January 2000
Skills
Loans, Banking, Customer Service, Branch Banking, Microsoft Excel, Sales Management, Commercial Lending, Portfolio Management, Risk Management, Credit, Management, Team Building, Small Business Lending, Negotiation, Sales, Training, Consumer Lending, Mortgage Lending, Business Planning, Commercial Mortgages
Education
Santa Monica College 1991 — 1994
Business Administration and Management, General
City National Bank University
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
BofI Federal Bank May 2012 - Present
City National Bank December 2009 - May 2012
Imperial Capital Bancorp, Inc. and Imperial Capital Bank April 2006 - December 2009
US Bank March 2005 - April 2006
Skills
Commercial Banking, Consumer Lending, Banking, Small Business Lending, Retail Banking, Commercial Lending, Cash Management, Relationship Management, Business Development, Strategic Financial..., Risk Management, New Business Development, Sales Management, Branch Banking, Loans, Credit, Customer Service, Treasury Management
Education
San Diego State University-California State University 2010 — 2012
la costa canyon
la costa canyon
EY August 2015 - Present
ERNST&YOUNG June 2014 - August 2014
US Bank November 2008 - May 2014
Downey Savings July 2006 - November 2008
Skills
Finance, Small Business Lending, Sales Management, Home Equity Lines of..., Home Equity Loans, Branch Banking, Relationship Management, Financial Services, Credit, Operational Compliance, Deposits, Cash Management, Microsoft Excel, Consumer Lending, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Banking, Customer Service, Leadership, Management, Teamwork, Time Management
Education
San Jose State University 2012 — 2014
Bachelor's Degree, Business Administration, Concentration In Accounting, Cume Laude
Lith Consultancy June 2010 - Present
Bank of the West October 2006 - April 2009
US Bank July 1991 - October 2006
Skills
Training, Mortgage Lending, Customer Service, Loans, Sales, Mortgage Banking, Small Business Lending, Small Business, Credit, Sales Management, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Team Building, Customer Satisfaction, Commercial Banking, Financial Services, Leadership, Retail Banking, Commercial Mortgages, Residential Mortgages, Coaching, Management, Mortgage Underwriting, Customer Retention, Loan Origination, Strategic Financial..., Money, Refinance, Relationship Management, FHA, Insurance, Cold Calling, Loss Mitigation, Branch Management, Underwriting, Investments, Mortgage Servicing, Life Insurance, Branch Banking, Finance, Loan Servicing, Real Estate Financing, Credit Unions
Education
SFSU 1976 — 1979
BA, History
SFSU
Bachelor's degree, History
US Bank September 2010 - Present
Nanyang Commercial Bank Ltd. (Head Office) February 2008 - September 2010
Bank of America July 2001 - February 2008
Skills
Banking, Credit, Commercial Banking, Loans, Financial Analysis, Retail Banking, Cash Flow, Finance, Mortgage Lending, Cash Management, Customer Service
Education
San Francisco State University
BS, Corporate Finance and Financial Services
US Bank October 2014 - Present
Costco Wholesale April 2013 - September 2014
RealNetworks May 2012 - April 2013
AXA Tech July 2007 - August 2011
AXA Tech October 2004 - July 2007
Commerzbank AG October 2001 - July 2003
Meteor Communication, Formerly Websentric January 2000 - March 2001
Skills
Information Security..., Vulnerability Management, Security Architecture..., CISSP, Security Awareness, Vulnerability Assessment, Security, Business Continuity..., Unix, Windows, Macintosh Applications, Security Incident &..., IT Security Policies, Virtualization, Cloud Security, PCI DSS, SOX Compliancy, Shell Scripting, Access Control, Antivirus, Data Retention, Information Security, ISO 27001, Vulnerability Scanning, Security Audits, Business Continuity, Disaster Recovery, Red Hat Linux, Data Center, TCP/IP, Solaris, Security Management, Governance, Infrastructure Security, Solution Architecture, Checkpoint, Network Security, Firewalls, CISM, IT Audit, Identity Management, Computer Forensics
Education
Santa Barbara City College
AS, Computer Information Systems
US Bank September 2011 - Present
US Bank 2011 - Present
Wells Fargo May 2010 - September 2011
Education
University of Washington 2007 — 2009
Bachelor of Arts, Finance
Seattle Central Community College 2004 — 2006
Associate degree, Business Administration
US Bank August 2014 - Present
US Bank December 2009 - August 2014
US Bank April 2002 - December 2009
Redfern Mason Dieter Larsen Moore, PLC October 1999 - April 2002
Skills
Financial Risk
Education
Santa Clara University School of Law 1996 — 1999
JD, Law
University of Rochester 1990 — 1994
BS, Environmental Science
US Bank April 2012 - May 2013
Skills
Credit, Cross Selling, Commercial Banking, Loans, Consumer Lending, Banking, Retail Banking, Customer Service, Call Centers, Customer Experience, Customer Satisfaction, Data Entry, Management, Microsoft Office, Outlook, Process Improvement, Sales
Education
San Joaquin Valley College-Visalia 2013 — 2014
Associate's Degree, Pharmacy Technician/Assistant
Equipment Lease Financing-Independent Contractor March 2014 - Present
Cressida Capital August 2013 - April 2014
Orange Community Bank February 2010 - February 2011
Golden Coast Bank June 2007 - September 2009
US Bank December 2002 - June 2007
Pacific Business Bank July 1996 - November 2002
Bank of Granada Hills September 1988 - August 1995
Interfirst Bank September 1981 - August 1988
Bank of America April 1979 - August 1981
United States Air Force June 1975 - January 1979
Skills
Commercial Real Estate, Business Development, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Banking, Loans, Credit
Education
San Francisco State University 1972 — 1975
Bachelor's degree, International Business
West High School 1966 — 1970
U.S. Bank 2007 - Present
US Bank Insurance and Investments 2000 - 2007
US Bank 1998 - 2000
Skills
Relationship Management, Portfolio Management, Cash Management, Payments Consulting, Treasury Management, Private Banking, Wealth Management, Risk Management, Commercial Lending, Loans, Financial Services, Financial Analysis, Retail Banking, Credit, Mortgage Lending, Cross Selling, Small Business Lending, Consumer Lending, Financial Risk, Credit Cards, Credit Risk
Education
San Diego State University-California State University
Bachelor's degree, Public Administration
US Bank November 2005 - Present
Bank of the West April 2004 - November 2005
Citi January 2001 - August 2003
Education
Tlal Al Ali High School 1993 — 1994
High School Diploma
Santa Ana College
US Bank May 2011 - Present
Imperial Manufacturing Group January 2007 - April 2010
McDonald's Corporation January 2003 - January 2007
Skills
Operating Systems, Cash Management, Machining
Education
Sanford-Brown College 2002 — 2003
Associate's degree, Network and System Administration/Administrator
US Bank January 2012 - Present
Rabobank November 2010 - December 2011
Chase/Washington Mutual November 2007 - March 2010
Washington Mutual Savings Bank March 2005 - November 2007
Washington Mutual Savings Bank November 2002 - March 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Banking, Coaching, Credit, Customer Satisfaction, Loans, Sales Management, CRM, Commercial Banking, Financial Analysis
Education
San Joaquin Delta College 2003 — 2005
Banking and Financial Support Services
San Lorenzo High School 1991 — 1996
Diploma
US Bank October 2013 - Present
Northwest Installations April 2008 - October 2013
MotoSport, Inc. November 2006 - July 2008
Shell June 2002 - November 2006
Education
Sanford-Brown College-Houston 2010 — 2012
Associate's Degree, Medical/Clinical Assistant
Mt Hood Community College 2005 — 2010
Associate's Degree, Business, Management, Marketing, and Related Support Services