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.
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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
US Bank June 2014 - Present
Bank of America (Pinnacle) August 2013 - June 2014
Wells Fargo (RemX Specialty Staffing) May 2013 - July 2013
NBSC, a division of Synovus Bank June 2012 - March 2013
Aflac Group Insurance (Randstad) March 2012 - June 2012
Copper Beech Townhomes May 2011 - October 2011
Manasquan Savings Bank December 2010 - January 2011
Manasquan Savings Bank December 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Credit Analysis, Accounts Payable
Education
University of South Carolina - The Moore School of Business 2015 — 2017
Master of Business Administration (MBA)
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
West Windsor-Plainsboro High School North 2004 — 2007
US Bank October 2013 - Present
Verizon Wireless August 2012 - July 2013
US Cellular-Answer Wireless February 2009 - July 2012
Skills
Cold Calling
Education
University of South Florida 2003 — 2005
Some college, Business, Management, Marketing, and Related Support Services
JP Morgan Securities LLC June 2014 - Present
JPMorgan Chase January 2013 - May 2014
Chase November 2010 - December 2012
US Bank August 2008 - August 2010
Warnaco June 2003 - June 2005
Skills
Series 63, Financial Services, Series 6, Series 7, Securities, Investments
Education
University of Southern California 1999 — 2003
BA, Political Science
Metro Goldwyn Mayer May 2011 - Present
Fox Filmed Entertainment October 2010 - April 2011
US Bank September 2008 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Corporate Finance, Investment Management, Financial Modeling, Financial Analysis, Valuation, Finance, Mergers, Portfolio Management, Investments, Strategic Financial..., Due Diligence, Accounting, Data Analysis, Economics, Financial Reporting, Budgets, Business Planning, Strategic Planning, Analysis, Mergers & Acquisitions, Forecasting, Analytics, Leadership, Competitive Analysis, Strategy, Entrepreneurship, Market Research, Essbase, SAP, Microstrategy, Crystal Reports, Business Strategy, Account Reconciliation, Program Management, Variance Analysis, Cash Flow, Digital Media, Private Equity, Business Analysis, Business Valuation, Risk Management, Access, Asset Management, Cash Management, Management, Microsoft Excel, Marketing Strategy
Education
Pepperdine University, Graziadio School of Business and Management 2009 — 2011
Master, Business Administration
University of Southern California 2005 — 2008
Bachelor of Science, Finance
Continental March 2014 - Present
Charlotte School of Law October 2013 - January 2014
Copeley, Johnson & Groinger, PLLC September 2013 - November 2013
Van Kampen Law, PLLC March 2012 - May 2013
Solomon, Ginesburg, & Vigh PA February 2009 - September 2010
United States Congress January 2010 - June 2010
US Bank November 2006 - December 2008
Southern DataComm November 2005 - December 2008
Premier Mortgage Funding (Company July 2005 - October 2005
The Financial Superstore2005 January 2005 - July 2005
Skills
Marketing, Politics, Networking, Research, Legal Research, Legal Writing, PowerPoint, Outlook, Public Speaking, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, Fundraising, Social Media, Customer Service, Public Policy, Analysis, Westlaw, Team Leadership, Administrative..., Small Business, Softball, Coaching, Oral Arguments, Legal Documents, Legal Issues, Trials, Employment Law, Civil Litigation, Employment..., Hostile Environments, Negotiation, Lexis, Software Documentation, Mediation, Legal Assistance, Training, Criminal Law, Human Resources, Editing, Litigation, Time Management, Policy, Appeals
Education
Charlotte School of Law 2011 — 2013
Juris Doctorate, Law, 2L
University of South Florida 2006 — 2010
Bachelor of Arts, Political Science
Cape Fear Community College 2004 — 2005
Rakuten Marketing 2015 - Present
ReCapitalize Inc August 2008 - Present
Dex Media 2014 - 2015
ClearTrust Stock Transfer Agent LLC 2013 - 2014
Shades Holdings Inc. November 2009 - June 2013
Maine Street Living Inc. 2013 - 2013
Debt Opportunity Fund 2008 - 2012
Accredited Home Lenders January 1999 - July 2008
US Bank December 1997 - December 1999
Skills
Team Building, Start-ups, New Business Development, Contract Negotiation, Real Estate, Mergers, Mortgage, Business Management, B2B, Executive Management, Credit, Negotiation, Mortgage Lending, Management, Mortgage Banking, Account Management, Selling Skills, Lead Generation, Sales Operations, Residential Mortgages, Investments, FHA, Refinance, Cold Calling, Strategic Planning, Finance, Direct Sales, Mentoring, Selling, Forecasting, Business Planning, Budgets, Strategy, Business Development, Employee Relations, Marketing Strategy, Business Strategy, Underwriting, Training, Marketing, Entrepreneurship, Sales Process, Team Leadership, Leadership, Pricing, CRM, Competitive Analysis, Small Business, Strategic Partnerships, Sales Management
Education
University of South Florida
BA, Interdisciplinary Social Science
CTU PRECAST July 2015 - Present
TCW Enterprises August 2013 - Present
US Bank November 2008 - July 2013
PFF Bank & Trust August 2005 - November 2008
Digital Insight September 1997 - August 2005
Intra-Pacific Commercial, Inc. April 1986 - February 1997
Capital Federal Savings & Loan January 1984 - April 1986
Skills
Loans, Banking, Commercial Real Estate, Management, Mortgage Banking, REO, Construction Loans, Disposition, Portfolio Management, Financial Analysis, Underwriting, Asset Management, Property, Real Estate, Investments, Due Diligence, Retail, Real Estate Economics, Strategic Planning, Real Estate Transactions, Mergers, Credit, Budgets, Dispositions
Education
University of Southern California
Bachelor of Science Business Administration (BS), Finance and Financial Management Services
Jesuit High School
Union Bank August 2013 - Present
US Bank May 2011 - August 2013
Wells Fargo Bank September 2001 - May 2011
Skills
Loan Origination, Mortgage Banking, Financial Structuring, Refinance, Mortgage Lending, Residential Mortgages, Retail Banking, Underwriting, Wealth Management, Banking, Certified Mortgage..., Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, FHA, Finance, Financial Services, Foreclosures, First Time Home Buyers, Investment Properties, Home Equity Lines of..., Investors, Investments, Loans, Portfolio Management, Private Banking, REO, Real Estate, Real Estate Transactions, Real Estate Financing, Referrals, Relationship Management
Education
University of Southern California 1989 — 1992
BS, Finance
US Bank July 2015 - Present
US Bank September 2012 - Present
Skills
Banking, Cash Flow, Business Development, Financial Services, Management, Cash Management, Loans, CRM, Finance, Commercial Banking, Mergers & Acquisitions, Strategy, Business Planning, Small Business Lending, Asset Based Lending, Treasury Management, Marketing Strategy, Restructuring, Mergers, Credit, Commercial Lending
Education
University of South Carolina-Columbia
Standard Insurance Company May 2012 - Present
US Bank August 2011 - May 2012
Standard Insurance Company October 1996 - July 2011
CMSI May 1993 - October 1996
KnowledgeWare April 1990 - July 1992
Education
University of South Florida 1975 — 1979
BA, Psychology
Azul Management Systems Institute, Inc. January 2011 - Present
US Bank January 2009 - Present
The Greenlining Institute January 1998 - Present
CHARO Community Development Corporation 1987 - February 2011
CHCI Washington Events 2000 - 2008
SCE Community Advisory Board 2003 - 2005
Odyssey House 1998 - 2000
Skills
Fundraising, Public Speaking, Policy, Non-profits, Public Relations, Organizational..., Strategic Planning, Economic Development, Leadership Development, Community Outreach, Marketing, Government, Leadership, Small Business, Event Planning, Social Media, Nonprofits, Community Development, Strategic Communications, Politics, Business Strategy, Media Relations, Program Management, Event Management, Team Building, Management Consulting, Grant Writing, Program Development, Public Policy, Strategy, Policy Analysis, Grants, Volunteer Management, Proposal Writing, Political Campaigns, Workshop Facilitation, Philanthropy, Legislative Relations, Program Evaluation, Community Organizing, Speech Writing, Grassroots Organizing, Coalitions
Education
University of Southern California 1978 — 1982
B.S., Public Administration
Panalo January 2013 - Present
RenditionDigital Inc. January 2012 - August 2013
US Bank 2006 - 2011
Citi 2003 - 2006
Skills
Business Development, Leadership Mentoring, Public Speaking, Business Strategy, Fundraising, Master Scuba Diver, Sales Management, Banking, Sales Operations, Sales, Strategy, Customer Service, New Business Development, Finance, Start-ups, Program Management, Marketing Strategy, Leadership
Education
University of San Francisco
Bachelor's degree, Economics
University of San Francisco
Oaktree Capital Finance, LLC June 2014 - Present
Sabal Financial Group LP December 2012 - May 2014
US Bank May 2009 - June 2012
Buchanan Street Partners September 2007 - October 2008
Fremont Investment and Loan March 1996 - July 2007
Archon Group 1995 - 1996
Arthur Andersen and Company 1993 - 1995
Education
University of Southern California 1990 — 1992
BS, Real Estate / Finance
US Bank 2003 - Present
Bank of America 2001 - 2003
Union Bank May 1992 - October 2000
Skills
Wealth Management, Banking, Private Banking, Small Business Lending, Capital Markets, Consumer Lending, Portfolio Management, Commercial Banking, Commercial Lending, Investments, Credit, Risk Management, Loans, Credit Analysis, Retail Banking, Management, Asset Allocation, Treasury Management, Asset Management, Mortgage Lending, Wealth Management..., Credit Risk, Alternative Investments, Cash Management, Financial Analysis, Investment Advisory
Education
University of Southern California
BS, Marketing, Real Estate
University of Southern California - Marshall School of Business
US Bank January 2010 - Present
California DMV 2009 - December 2009
Align Technology April 2008 - June 2009
Symantec March 2007 - December 2007
T-Mobile December 2005 - March 2007
Skills
SOA, TIBCO, EAI, TIBCO iProcess, Web Services, SOAP, WSDL, Middleware, XSLT, Oracle, PL/SQL, TIBCO Rendezvous
Education
University of South Alabama 2005 — 2006
MS, Computer and Information Sciences
J.B Institute of Engg & Technology 2001 — 2004
B-Tech, Computer Science and Information Technology
U.S. Bank August 2014 - Present
U.S. Bank May 2012 - July 2014
US Bank July 2010 - April 2012
Company Confidential July 2009 - June 2010
Cabi Developers February 2008 - November 2008
Larwin Company April 2005 - January 2008
Chicago Park District January 2001 - April 2005
LaSalle National Bank February 1997 - January 2001
Asset Based Finance February 1997 - July 1999
American National Bank September 1994 - January 1997
Skills
Cash Management, Financial Analysis, Cash Flow, Financial Reporting, Account Reconciliation, Finance, Budgets, Accounts Receivable, Accounting, General Ledger, Internal Controls, Outlook, Credit, Analysis, Auditing, Payroll, Accounts Payable, Management
Education
University of South Carolina-Columbia 1984 — 1990
Bachelor's degree, Accounting
University of South Carolina
Bachelor of Science, Business Administration; Accounting
US Bank November 2004 - Present
The Home Depot August 1997 - July 2004
Skills
Banking, Credit, Loans, Finance, Microsoft Office, Retail Banking, Credit Cards
Education
University of Santo Tomas 1983 — 1987
Bachelor of Arts (B.A.), Major in Philosophy
Marist School, Marikina, Philippines 1972 — 1983
US Bank September 2007 - Present
IBM December 2000 - September 2007
Skills
Analysis, Applicant Tracking..., Banking, Benefits Administration, Customer Service, Deferred Compensation, Employee Relations, Financial Analysis, Human Resources, Leadership, Management, Microsoft Office, Performance Management, Process Improvement, Public Speaking, Recruiting, Sales, Team Building, Talent Acquisition, Team Leadership, Training, Workshop Facilitation
Education
University of South Carolina-Columbia 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice/Police Science
US Bank December 2009 - December 2011
Sovereign Bank (wholly owned by Banco Santander) July 2006 - July 2008
Bank of America August 1998 - July 2002
Skills
Banking, Trade Finance, Team Building, New Business Development, Customer Relations, Coaching, Customer Service, Management, Business Development, Risk Management, Treasury Management, Loans, Leadership, Financial Services, Asset Based Lending, Commercial Lending, Commercial Banking, Credit, Trading, Financial Analysis, Finance, Portfolio Management, Relationship Management, Financial Institutions, Cash Management, Structured Finance, International Trade, Credit Risk, Credit Analysis, Correspondent Banking, Loan Origination, Executive Management, Capital Markets, Financial Risk, Lines Of Credit, Financial Structuring, Investments, Small Business Lending, Due Diligence, Mergers & Acquisitions, Letters of Credit, Foreign Exchange, Financial Modeling, Corporate Finance, Economics, Fundraising, Strategic Planning, Sales, Nonprofits, Cross Selling
Education
University of Southern California
M.A., International Relations
Federal Home Loan Bank of Seattle May 2009 - Present
US Bank 2007 - 2009
Comerica Bank 2004 - 2007
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Banking, Financial Modeling, Risk Management, Commercial Real Estate, Commercial Real Estate..., Portfolio Management, Credit, Loans, Finance, Credit Risk, Financial Risk, Mortgage Lending, Investments, Commercial Banking
Education
University of San Francisco 2000 — 2004
B.S., Finance
Questar Assessment, Inc. June 2014 - Present
Optum 2007 - May 2014
US Bank 2003 - 2007
Freelance Writer - Glamour, Jane, LA Weekly, etc. 1995 - 2003
Skills
Marketing Communications, Proposal Writing, Marketing Strategy, Project Management, Strategic Planning, Event Planning, Strategy, Marketing, Cross-functional Team..., Market Research, Fundraising, Leadership, Account Management, Public Relations, Copywriting, Business Development, Marketing Research, New Business Development
Education
Washington and Lee University 1984 — 1988
Bachelor of Science, Business Administration
University of Southern California
Master of Professional Writing
US Bank March 2015 - Present
Citibank (Banamex USA) April 2012 - Present
LPL Financial 2007 - April 2012
The Vanguard Group 2004 - 2007
Skills
AML, Banking, Coaching, Equities, Finance, Internal Audit, Options, Trading, Anti Money Laundering, Bloomberg, Customer Service, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
University of South Carolina-Columbia 1993 — 1997
BS, Finance
Advantage Sales & Marketing January 2014 - Present
Avantair December 2011 - Present
MONEL, INC. March 2010 - December 2011
CLAYTON HOLDINGS, LLC May 2007 - January 2008
US BANK 2003 - 2007
Skills
Sales, New Business Development, Business Development, CRM, Leadership, Key Account Development, Sales Management, Retail, Management, Marketing Strategy, Customer Service, Aviation, Food & Beverage, Account Management, CPG Industry, Grocery
Education
University of South Florida 2007 — 2009
BA, International Studies
University of South Florida
B.A., International Studies
US Bank January 2011 - Present
Wells Fargo Bank April 2009 - December 2010
WaMu, division of JPMorgan Chase Bank, N.A. 2002 - 2009
Wells Fargo Bank August 1997 - May 2002
First National Bank - South Africa January 1995 - July 1997
Absa Bank January 1983 - December 1994
Skills
SDLC, Production Support, Project Management
Education
University of South Africa/Universiteit van Suid-Afrika
US Bank April 2013 - Present
In Transition - Actively Pursuing new Opportunities November 2012 - April 2013
FICO May 1997 - November 2012
Gage Marketing Group November 1995 - May 1997
DynaMark Inc. (a Fair Isaac Company) June 1993 - November 1995
Japs Olson Company January 1985 - June 1993
Music & Dramatic Production September 1971 - January 1985
Skills
Unix, NCOAlink, Data Enhancement, Data, Unix Shell Scripting, Software Development, Requirements Analysis, Software Project..., Visio, Quality Assurance, Requirements Gathering, Business Process, Business Analysis, Management, SharePoint, Vendor Management, Data Modeling, PMP, IT Management, Disaster Recovery, Software Documentation, CRM, IT Strategy
Education
National Education Center/Brown Institute 1985 — 1989
Associate Degree - 3.98 GPA
University of Sioux Falls 1971 — 1973
None
Arvato Digital Services October 2012 - Present
Sulpher School District October 2011 - Present
Manufacturers Bank October 2008 - August 2010
Lockheed Federal Credit Union September 2006 - September 2007
US Bank February 2004 - August 2006
WaMu January 1992 - February 2004
Skills
Loans, Commercial Banking, Leadership, Sales, Banking, Training, Coaching, Finance, Customer Service, Management, Investments
Education
University of Santo Tomas 1985 — 1989
Saint Paul College 1981 — 1984
High School
Capital Group August 2015 - Present
Capital Group April 2014 - July 2015
Capital Group March 2013 - March 2014
Grant Thornton LLP September 2011 - March 2013
Grant Thornton LLP June 2010 - August 2010
US Bank June 2009 - June 2010
Thornton School of Music August 2008 - November 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Financial Accounting, GAAP, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, General Ledger, External Audit, Account Reconciliation, Financial Statements, Accounts Payable, CPA, Cost Accounting, SEC Financial Reporting, Economics, Outlook, Assurance, Financial Audits, Finance, Revenue Recognition, Corporate Finance, Accounts Receivable, Risk Management, Mutual Funds, US GAAP, Internal Audit, Budgets, Corporate Tax
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting
Damien High School 2003 — 2007
US Bank March 2011 - August 2012
JPMorgan Chase November 2006 - May 2010
Collette Vacations October 2003 - November 2006
Fitzgerald Tours March 2001 - October 2003
JP Morgan Chase August 2000 - March 2001
Bank of America August 1998 - August 2000
Bank of America September 1996 - August 1998
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Customer Service, Finance, Forecasting, Investments, Loans, Management, Sales, Sales Management, Small Business, Small Business Lending
Education
University of South Carolina-Aiken 1990 — 1996
Bachelor's, Management
Intuitive Solutions, Inc May 1997 - Present
Citizens Bank April 2002 - November 2013
US Bank 2001 - 2002
Fleet Bank August 1997 - December 2000
Bank One 1995 - 1997
Skills
Testing, Banking, Access, Commercial Banking, Mortgage Lending, Credit, Cash Management, Microsoft Excel, Microsoft Office, Business Analysis, Analysis, Internet Banking, Payments, Retail Banking, Risk Management, Requirements Gathering, Portfolio Management, Financial Risk, Electronic Payments, Payment Systems, Treasury Management, Financial Services
Education
University of Santo Tomas 1971 — 1975
US Bank May 2010 - Present
U.S. Bank July 2002 - May 2010
US Bank September 1999 - June 2002
U.S. Bank July 1994 - August 1999
Skills
Banking, Credit Cards, Payment Systems, Payments, Financial Services, Electronic Payments, Cards, Relationship Management, Credit, Retail Banking, Payment Card Processing, SDLC, Risk Management, Product Management
Education
University of Southern California 1976 — 1981
US Bank 2009 - Present
Downey Savings/US Bank 2006 - Present
Downey Savings and Loan Association, F.A. (now US Bank) 2006 - 2009
ACC Capital Holdings September 2004 - May 2006
ACC Capital 2004 - 2006
Bank of America February 2001 - June 2004
Skills
Internal Audit, Financial Risk, Auditing, Management, Risk Management, Internal Controls, Banking
Education
University of Southern California
BA
US Bank October 2011 - October 2013
Low Incone Investment Fund March 2007 - September 2011
Skills
Loans, Commercial Lending, Underwriting, Financial Analysis, Banking, Small Business Lending, Finance, Credit Analysis, Asset Management, Affordable Housing, Portfolio Management, Mortgage Lending, Management, Credit Risk, Commercial Banking, Real Estate Economics, Loan Origination, Due Diligence
Education
University of San Francisco
Bachelor's degree, Information Systems Management
University of San Francisco
Bachelor's degree, Information Systems Management
City National Rochdale January 2015 - Present
Genworth Financial May 2013 - August 2013
Wood Creek Capital Management October 2012 - May 2013
US Bank August 2009 - July 2012
USC Marshall School of Business August 2008 - August 2009
The Walt Disney Company May 2008 - August 2008
ABC Studios July 2006 - May 2008
Skills
Investments, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Finance, Bloomberg, Microsoft Excel, PowerPoint, FactSet, SEI Trust 3000, Financial Modeling, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2005 — 2009
B.S., Business Administration, concentration in Finance
Citigroup June 2003 - Present
University of Sioux Falls October 2012 - Present
CTU October 2009 - Present
NorthWestern Energy 2002 - 2003
United States Army National Guard May 1994 - April 2002
Federal Reserve Bank of Minneapolis 2001 - 2002
US Bank 1999 - 2001
Taylor Corporation 1997 - 1999
Skills
Process Improvement, Risk Management, Program Management, Business Analysis, Vendor Management, PMP, Change Management, Team Building, Leadership, Training, Project Management, SDLC, Strategic Planning, Management, Business Intelligence, Analysis, Cross-functional Team..., PMO, Business Process..., Banking, Project Planning, Project Portfolio..., IT Strategy, Visio, IT Management, Team Leadership, Governance, Integration, Software Project..., MS Project, Business Process, Management Consulting, Process Engineering, Requirements Analysis, Outsourcing, Information Technology, Software Documentation, CRM, Strategy, Quality Assurance, ITIL, Executive Management, Security, Leadership Development
Education
University of Saint Thomas - School of Business 1999 — 2001
M.B.A., Management
Newman High School
University of Sioux Falls
Management Science Associates, Inc. December 2013 - Present
Bigdata Solutions LLC September 2013 - Present
Prudential Financial September 2012 - October 2013
US Bank November 2010 - September 2012
Fidelity Investments September 2005 - November 2010
AT&T August 2004 - August 2005
Delta ATM August 2003 - August 2004
Journal of Constructive Approximation, Springer-Verlag August 1999 - July 2003
Skills
Bigdata, Hadoop, NoSQL, SOA, Java Enterprise Edition, Enterprise Architecture, webMethods, Architecture, Oracle, SDLC, Integration, Software Development, Weblogic, ESB, UML, Solution Architecture, Websphere, Hibernate, Application Architecture, Middleware, Business Intelligence, Database Design, JMS, JavaScript, PL/SQL, Enterprise Software, Business Analysis, Software Architecture, J2EE, Data Warehousing, Architectures, Big Data
Education
University of South Florida
M.S, Computer Engineering
Citicards March 2003 - Present
Timberline Software 2000 - 2001
US Bank January 1997 - October 1999
hogan systems 1995 - 1997
First Interstate Bank June 1979 - 1995
Skills
SDLC
Education
University of Sioux Falls
MBA
University of Sioux Falls
BA, Business Management
Farmers & Merchants Bank of Central California November 2013 - Present
Mechanics Bank October 2006 - November 2013
US Bank May 2005 - October 2006
Skills
Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Real Estate, Investments, Asset Based Lending, Banking, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Risk, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Underwriting
Education
Graduate School of Banking at the University of Wisconsin 2014 — 2016
Banking and Finance
University of San Francisco 1998 — 2002
Bachelor of Science, Finance
First Presbyterian Church of Bellevue January 2010 - January 2012
US Bank 1995 - 2006
Education
University of Southern California 1973 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Southern California 1963 — 1967
Bachelor's Degree, Finance and Financial Management Services
US Bank Vice President & Relationship ManagerUmpqua BankDecember 2001 - February 2007
National Corporate Banking, US Bank March 1993 - September 2001
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Lines Of Credit, Cash Flow Lending, Loans, Credit, Portfolio Management, Commercial Mortgages, Asset Based Lending, Middle Market
Education
University of San Francisco
Master of Business Administration (MBA), Finance
Babson Capital Management April 2014 - Present
Citco Fund Services January 2014 - April 2014
Citco Fund Services November 2010 - January 2014
US Bank December 2009 - November 2010
MassMutual Financial Group September 2008 - October 2009
Skills
Risk Analytics, Visual Basic, SQL, Quantitative Finance, Financial Risk, Derivatives, Bloomberg, Financial Reporting, Hedge Funds
Education
University of South Carolina - The Moore School of Business 2004 — 2008
BSBA, Finance, International Business; Minor in French
BMO Harris Bank N.A February 2009 - Present
Citizens Bank - Flint October 2007 - January 2009
Irwin Union Bank April 2004 - October 2007
US Bank October 1989 - April 2004
Florida State Bank July 1985 - September 1989
Skills
Team Building, Banking, Credit, Customer Service, Private Banking, Credit Risk, Finance, Business Strategy, Commercial Banking, Budgets, Strategic Planning, Sales, Commercial Lending
Education
University of South Florida 1982 — 1985
BA, Finance
Eagle Asset Management June 2011 - Present
Crosstree Capital Partners January 2011 - May 2011
Raymond James & Associates, Inc October 2008 - August 2010
US Bank January 2008 - August 2008
Skills
Valuation, Investments, Equity Research, Equities, Financial Analysis, Mutual Funds, Securities, Financial Modeling, Hedge Funds, Investment Strategies, Capital IQ, Asset Management, Bloomberg, Portfolio Management, Microsoft Excel, Account Reconciliation, Alternative Investments, Investment Management, Capital Markets, Derivatives, Bloomberg Terminal, Asset Allocation, Financial Markets, Equity Valuation, Due Diligence, Financial Services
Education
University of South Florida 2009 — 2011
MS, Finance
Self Employed June 2014 - Present
Jewish Community Center September 2013 - Present
Wells Fargo December 2012 - March 2013
US Bank November 2011 - December 2012
RingCentral August 2011 - November 2011
RingCentral June 2010 - September 2011
JFCS November 2010 - April 2011
StarMine June 2008 - June 2009
Skills
Salesforce.com, SaaS, Strategic Partnerships, Public Speaking, Sales, Leadership
Education
University of San Francisco 2011 — 2015
Computer Science
Saint Ignatius College Preparatory 2007 — 2011
High School Diploma, General Studies
UMB Bank March 2014 - Present
US Bank 2012 - March 2014
U.S. Bank 2011 - 2012
U.S. Bank 2006 - 2011
Skills
Loans, Small Business Lending, Banking, Sales, Retail Banking, Commercial Banking, Credit, Commercial Lending, Finance, Consumer Lending, Credit Analysis, Loan Origination
Education
University of South Carolina-Columbia
BS, Marketing and HR management
USC DH September 2012 - Present
Mobile Clinic at Ostrow School of Denitistry July 2013 - October 2013
US Bank May 2006 - September 2007
Skills
Accounting, Customer Service, Leadership, Loans, Sales
Education
University of Southern California 2012 — 2014
bachelor's degree of Science, Dental Hygiene/Hygienist