US Bank, NA
Industry: Financial services company
DescriptionCustomer service: 1 (800) 872-2657 CEO: Andrew Cecere (Apr 18, 2017–) Founded: 1863, United States of America Parent organization: U.S. Bancorp Subsidiaries: U.S. Bancorp Fund Services, LLC,
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US Bank, NA Employees
Employee
Years
Job
Industry
Mark Henson Mark Henson's US Bank, NA Experience 1995 - May 1997
Job Vice President & Assistant Manager at Zions First National Bank
Industry Financial Services
Experience
Zions First National Bank August 2014 - Present
Zions First National Bank January 2003 - August 2014
State Street Bank May 1997 - December 2002
U.S. Bank, N.A. 1995 - May 1997
Bank of America, N.A. 1993 - 1995
Skills
Bonds, Banking, Portfolio Management, Asset Managment, Finance, Investments, Risk Management, Fixed Income, Cash Management, Securities, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Claremont Graduate University 1990 — 1992
MA, Economics
California State University-Fullerton
BA, Economics
Zions First National Bank August 2014 - Present
Zions First National Bank January 2003 - August 2014
State Street Bank May 1997 - December 2002
U.S. Bank, N.A. 1995 - May 1997
Bank of America, N.A. 1993 - 1995
Skills
Bonds, Banking, Portfolio Management, Asset Managment, Finance, Investments, Risk Management, Fixed Income, Cash Management, Securities, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Claremont Graduate University 1990 — 1992
MA, Economics
California State University-Fullerton
BA, Economics
Diana Jacobs Diana Jacobs's US Bank, NA Experience May 2000 - Present
Job Vice President at US Bank, NA
Industry
Experience
US Bank, NA May 2000 - Present
Citi 1995 - 2000
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Political Science and Government
US Bank, NA May 2000 - Present
Citi 1995 - 2000
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Political Science and Government
Connie May Connie May's US Bank, NA Experience 2013 - Present
Job Vice President Trust Relationship Manager at US Bank, N.A.
Industry Financial Services
Experience
US Bank, N.A. 2013 - Present
CS May, CPA and Advisory Services December 2011 - January 2013
Northern Trust, NA March 2007 - July 2010
Morgan Stanley October 2000 - March 2006
Phelps Dodge December 1994 - June 1998
Ernst & Young June 1983 - May 1991
Skills
Finance, Tax, Wealth Management, CPA, Strategic Financial..., Management, Estate Planning, Business Planning, Estate Tax Planning, Asset Management, Investments, Accounting, Financial Services, Trusts, Financial Planning
Education
Arizona State University 1979 — 1983
BS
Arizona State University 1979 — 1983
Bachelor's degree
US Bank, N.A. 2013 - Present
CS May, CPA and Advisory Services December 2011 - January 2013
Northern Trust, NA March 2007 - July 2010
Morgan Stanley October 2000 - March 2006
Phelps Dodge December 1994 - June 1998
Ernst & Young June 1983 - May 1991
Skills
Finance, Tax, Wealth Management, CPA, Strategic Financial..., Management, Estate Planning, Business Planning, Estate Tax Planning, Asset Management, Investments, Accounting, Financial Services, Trusts, Financial Planning
Education
Arizona State University 1979 — 1983
BS
Arizona State University 1979 — 1983
Bachelor's degree
John Marshall Graves John Marshall Graves's US Bank, NA Experience September 2010 - August 2014
Job Elder Law and Estate Planning Attorney, Cincinnati
Industry Law Practice
Experience
Graves & Graves, LLC December 2014 - Present
Freund Freeze & Arnold August 2014 - December 2014
U.S. Bank, N.A. September 2010 - August 2014
Graves & Graves, LLC January 2013 - May 2014
Walgreens January 2010 - August 2010
Cook County State's Attorney - Transactional and Public Health Division October 2008 - December 2009
Cook County State's Attorney - Torts & Federal Litigation Division October 2008 - November 2009
Boehl Stopher & Graves, LLP May 2008 - August 2008
Skills
Federal Regulations, Regulatory Agencies, Policy Writing, Project Management, Building Relationships, Communication, Networking, Litigation, Banking Law, Financial Underwriting, Regulations, Leadership, Underwriting, Commercial Litigation, Civil Litigation, Corporate Law, Estate Planning, Personal Injury, Mediation
Education
DePaul University College of Law 2007 — 2010
J.D, Law
University of North Carolina at Charlotte 2000 — 2005
B.A; Diploma, International Studies
Community Bankers for Compliance School 2011 — 2011
Certificate, Banking, Corporate, Finance and Securities Law
Graves & Graves, LLC December 2014 - Present
Freund Freeze & Arnold August 2014 - December 2014
U.S. Bank, N.A. September 2010 - August 2014
Graves & Graves, LLC January 2013 - May 2014
Walgreens January 2010 - August 2010
Cook County State's Attorney - Transactional and Public Health Division October 2008 - December 2009
Cook County State's Attorney - Torts & Federal Litigation Division October 2008 - November 2009
Boehl Stopher & Graves, LLP May 2008 - August 2008
Skills
Federal Regulations, Regulatory Agencies, Policy Writing, Project Management, Building Relationships, Communication, Networking, Litigation, Banking Law, Financial Underwriting, Regulations, Leadership, Underwriting, Commercial Litigation, Civil Litigation, Corporate Law, Estate Planning, Personal Injury, Mediation
Education
DePaul University College of Law 2007 — 2010
J.D, Law
University of North Carolina at Charlotte 2000 — 2005
B.A; Diploma, International Studies
Community Bankers for Compliance School 2011 — 2011
Certificate, Banking, Corporate, Finance and Securities Law
Chris Wiedenfeld Chris Wiedenfeld's US Bank, NA Experience June 2003 - September 2004
Job Sr. VicePresident / Business Banking Manager at Great Western Bank
Industry Banking
Experience
Great Western Bank June 2013 - Present
American National Bank September 2004 - June 2013
US Bank, N.A. June 2003 - September 2004
Lauritzen Corporation May 1995 - June 2003
Skills
Loans, Commercial Banking, Finance, Banking, Small Business Lending, Credit, Retail Banking, Real Estate, Credit Analysis, Commercial Lending, Portfolio Management, Management, Underwriting
Education
Graduate School of Banking - Madison, WI 2007 — 2009
Mount Marty College 1993 — 1995
Bachelors, Management/Bank Administration
Great Western Bank June 2013 - Present
American National Bank September 2004 - June 2013
US Bank, N.A. June 2003 - September 2004
Lauritzen Corporation May 1995 - June 2003
Skills
Loans, Commercial Banking, Finance, Banking, Small Business Lending, Credit, Retail Banking, Real Estate, Credit Analysis, Commercial Lending, Portfolio Management, Management, Underwriting
Education
Graduate School of Banking - Madison, WI 2007 — 2009
Mount Marty College 1993 — 1995
Bachelors, Management/Bank Administration
Heather McKnab's US Bank, NA Experience September 2013 - December 2014
Job Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch December 2014 - Present
US Bank N.A. September 2013 - December 2014
Wells Fargo October 2012 - August 2013
Cool River Cafe July 2006 - September 2012
BB's Bistro August 2004 - February 2006
Several Eye Care Clinics January 1997 - January 2004
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Retail, Sales, PowerPoint, Management, Restaurants, Personal Banking, Small Business Lending, Banking, Credit, Loans, Retail Banking, Consumer Lending, Cross Selling, Public Speaking, Credit Analysis, Mortgage Lending, Leadership, Relationship Management, Social Media, Team Building, Social Networking
Education
University of Minnesota-Duluth 1996 — 1998
Hermantown High School
High School
Merrill Lynch December 2014 - Present
US Bank N.A. September 2013 - December 2014
Wells Fargo October 2012 - August 2013
Cool River Cafe July 2006 - September 2012
BB's Bistro August 2004 - February 2006
Several Eye Care Clinics January 1997 - January 2004
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Retail, Sales, PowerPoint, Management, Restaurants, Personal Banking, Small Business Lending, Banking, Credit, Loans, Retail Banking, Consumer Lending, Cross Selling, Public Speaking, Credit Analysis, Mortgage Lending, Leadership, Relationship Management, Social Media, Team Building, Social Networking
Education
University of Minnesota-Duluth 1996 — 1998
Hermantown High School
High School
Kimberly Davis Kimberly Davis's US Bank, NA Experience September 2001 - June 2004
Job Relationship Manager Vice President
Industry Banking
Experience
Pacific Western Bank June 2004 - Present
U.S Bank N.A. September 2001 - June 2004
Associates Commercial Corporation March 1997 - September 2000
Skills
Commercial Banking, Loans, Small Business Lending, Credit, Lines Of Credit, Banking, Credit Analysis, Underwriting, Commercial Mortgages, Portfolio Management, SBA, Credit Risk, Real Estate Financing, Loan Servicing, Mergers & Acquisitions, Commercial Lending
Education
Coleman College 2000 — 2001
Certificate of Computer Science
Eastern Connecticut State University 1988 — 1991
Bachelor of Science (B.S.), Communications
Mohegan Community College 1985 — 1987
Associates of Science, Marketing
Ledyard High School
Pacific Western Bank June 2004 - Present
U.S Bank N.A. September 2001 - June 2004
Associates Commercial Corporation March 1997 - September 2000
Skills
Commercial Banking, Loans, Small Business Lending, Credit, Lines Of Credit, Banking, Credit Analysis, Underwriting, Commercial Mortgages, Portfolio Management, SBA, Credit Risk, Real Estate Financing, Loan Servicing, Mergers & Acquisitions, Commercial Lending
Education
Coleman College 2000 — 2001
Certificate of Computer Science
Eastern Connecticut State University 1988 — 1991
Bachelor of Science (B.S.), Communications
Mohegan Community College 1985 — 1987
Associates of Science, Marketing
Ledyard High School
Ann Yoo Ann Yoo's US Bank, NA Experience September 1994 - June 2002
Job Vice President, Bank of the West National Banking Division
Industry Financial Services
Experience
Bank of the West August 2015 - Present
Washington Trust Bank December 2012 - July 2015
Wells Fargo Bank April 2008 - September 2011
Sterling Savings Bank March 2007 - March 2008
Wells Fargo Bank July 2004 - March 2007
Wells Fargo Bank June 2002 - July 2004
US Bank, N.A. September 1994 - June 2002
US Bank, N.A August 2001 - March 2002
US Bank August 1999 - August 2001
US Bank July 1998 - August 1999
Skills
Lines Of Credit, Credit Risk, Loans, Credit, Finance, Commercial Lending, Banking, Business Development, Commercial Banking, Management, Loan Origination, Financial Services, Portfolio Management, Sales, Cash Management
Education
Seattle University 1993 — 1998
Bachelor of Arts, International Studies
Central Catholic High School
High School
Seattle University
Bank of the West August 2015 - Present
Washington Trust Bank December 2012 - July 2015
Wells Fargo Bank April 2008 - September 2011
Sterling Savings Bank March 2007 - March 2008
Wells Fargo Bank July 2004 - March 2007
Wells Fargo Bank June 2002 - July 2004
US Bank, N.A. September 1994 - June 2002
US Bank, N.A August 2001 - March 2002
US Bank August 1999 - August 2001
US Bank July 1998 - August 1999
Skills
Lines Of Credit, Credit Risk, Loans, Credit, Finance, Commercial Lending, Banking, Business Development, Commercial Banking, Management, Loan Origination, Financial Services, Portfolio Management, Sales, Cash Management
Education
Seattle University 1993 — 1998
Bachelor of Arts, International Studies
Central Catholic High School
High School
Seattle University
Jennifer Sato Jennifer Sato's US Bank, NA Experience May 1994 - Present
Job Operations Manager at U.S. Bank N.A.
Industry Banking
Experience
U.S. Bank N.A. May 1994 - Present
Skills
Operations Management, Customer Service, Banking, Project Management, Credit, Risk Management, Change Management, Process Improvement, Strategic Planning, Microsoft Office, Budgets, Microsoft Excel, Team Building, Loans, Business Analysis, Management, Team Leadership, Negotiation, Customer Satisfaction, Vendor Management, Coaching, Performance Management, Accounting, Business Process..., Recruiting, Financial Reporting, Data Analysis, Microsoft Word, Branch Management, Retail Banking, Consumer Lending, Time Management, Teamwork, Sales
Education
Capella University 2010 — 2016
U.S. Bank N.A. May 1994 - Present
Skills
Operations Management, Customer Service, Banking, Project Management, Credit, Risk Management, Change Management, Process Improvement, Strategic Planning, Microsoft Office, Budgets, Microsoft Excel, Team Building, Loans, Business Analysis, Management, Team Leadership, Negotiation, Customer Satisfaction, Vendor Management, Coaching, Performance Management, Accounting, Business Process..., Recruiting, Financial Reporting, Data Analysis, Microsoft Word, Branch Management, Retail Banking, Consumer Lending, Time Management, Teamwork, Sales
Education
Capella University 2010 — 2016
Niel McWalter Niel McWalter's US Bank, NA Experience March 2005 - Present
Job Vice President at US Bank NA
Industry Banking
Experience
US Bank NA March 2005 - Present
U.S. Bank 2005 - Present
Skills
Banking, Commercial Lending, Financial Analysis, Commercial Banking, Loans, Consumer Lending, Credit, Credit Analysis, Lines Of Credit
Education
Iowa State University 1976 — 1979
Agricultural Business and Management
US Bank NA March 2005 - Present
U.S. Bank 2005 - Present
Skills
Banking, Commercial Lending, Financial Analysis, Commercial Banking, Loans, Consumer Lending, Credit, Credit Analysis, Lines Of Credit
Education
Iowa State University 1976 — 1979
Agricultural Business and Management
David Ricks David Ricks's US Bank, NA Experience June 2013 - Present
Job Sales & Service Manager
Industry Banking
Experience
U.S. Bank, N.A. June 2013 - Present
Fundable.com 2012 - 2013
Startups.co 2011 - 2013
Custom Off-Road 2007 - 2009
Skills
Entrepreneurship, Business Analysis, Start-ups, Marketing Strategy, Business Development, Crowdfunding, Fundraising, Equity Funding, Small Business Lending, Networking, Business Strategy, Marketing Communications, Public Relations, Strategy, Small Business, Project Management, Management, Creative Direction, Real Estate Private..., Team Building, Social Networking, Equity Valuation, Business Development..., E-commerce, Retail Banking, Sales
Education
The Ohio State University 2008 — 2011
BA, Interpersonal Communication
U.S. Bank, N.A. June 2013 - Present
Fundable.com 2012 - 2013
Startups.co 2011 - 2013
Custom Off-Road 2007 - 2009
Skills
Entrepreneurship, Business Analysis, Start-ups, Marketing Strategy, Business Development, Crowdfunding, Fundraising, Equity Funding, Small Business Lending, Networking, Business Strategy, Marketing Communications, Public Relations, Strategy, Small Business, Project Management, Management, Creative Direction, Real Estate Private..., Team Building, Social Networking, Equity Valuation, Business Development..., E-commerce, Retail Banking, Sales
Education
The Ohio State University 2008 — 2011
BA, Interpersonal Communication
Glen Pacheco's US Bank, NA Experience 2009 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
ProAmérica Bank March 2014 - Present
US Bank, NA 2009 - 2013
California National Bank October 2002 - October 2009
Skills
C&I Lending, Not-For-Profit Lending, Experience in New..., SBA, SBA 504, International Trade..., New Business Development, Underwriting C&I Loans, Credit, Portfolio Management, Loans, Commercial Banking, Credit Analysis, Cash Management, Relationship Management, Retail Banking, Small Business Lending, Risk Management, Credit Risk, Payments, Asset Based Lending, Treasury Management, Commercial Lending, Mortgage Lending, Trade Finance
Education
University of California, Los Angeles 1965 — 1967
Bachelor's degree, European History
University of Nebraska-Lincoln 1963 — 1965
Russian Studies
ProAmérica Bank March 2014 - Present
US Bank, NA 2009 - 2013
California National Bank October 2002 - October 2009
Skills
C&I Lending, Not-For-Profit Lending, Experience in New..., SBA, SBA 504, International Trade..., New Business Development, Underwriting C&I Loans, Credit, Portfolio Management, Loans, Commercial Banking, Credit Analysis, Cash Management, Relationship Management, Retail Banking, Small Business Lending, Risk Management, Credit Risk, Payments, Asset Based Lending, Treasury Management, Commercial Lending, Mortgage Lending, Trade Finance
Education
University of California, Los Angeles 1965 — 1967
Bachelor's degree, European History
University of Nebraska-Lincoln 1963 — 1965
Russian Studies
Craig Phelps's US Bank, NA Experience November 2014 - May 2015
Job Business Development / Revenue Growth and Management
Industry Automotive
Experience
Manheim June 2015 - Present
US Bank N.A. November 2014 - May 2015
Valley National Bank February 2014 - August 2014
Bank of Oklahoma March 2013 - December 2013
CNO Financial Group September 2011 - March 2013
JPMorgan Chase April 2007 - August 2011
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Banking, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Treasury Management, Cash Management, Investments, Wealth Management, Portfolio Management
Education
Indiana Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Manheim June 2015 - Present
US Bank N.A. November 2014 - May 2015
Valley National Bank February 2014 - August 2014
Bank of Oklahoma March 2013 - December 2013
CNO Financial Group September 2011 - March 2013
JPMorgan Chase April 2007 - August 2011
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Banking, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Treasury Management, Cash Management, Investments, Wealth Management, Portfolio Management
Education
Indiana Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Donald Loeffelholz Donald Loeffelholz's US Bank, NA Experience June 2012 - November 2013
Job Business Banking Officer at Mound City Bank
Industry Banking
Experience
Mound City Bank November 2013 - Present
US Bank NA June 2012 - November 2013
US Bank NA May 2007 - June 2012
US Army July 2000 - November 2006
Skills
Consumer Lending, Retail Banking, Small Business Lending, Banking, Sales Management, Customer Service, Loans, Deposits, Credit Analysis, Internet Banking, Coaching, Performance Management, Mortgage, Credit, Operations Management, Team Building, Hiring, Team Management, Lines Of Credit, Commercial Banking, Portfolio Management, Loan Origination, Underwriting, Mortgage Lending
Education
University of Illinois Springfield 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mound City Bank November 2013 - Present
US Bank NA June 2012 - November 2013
US Bank NA May 2007 - June 2012
US Army July 2000 - November 2006
Skills
Consumer Lending, Retail Banking, Small Business Lending, Banking, Sales Management, Customer Service, Loans, Deposits, Credit Analysis, Internet Banking, Coaching, Performance Management, Mortgage, Credit, Operations Management, Team Building, Hiring, Team Management, Lines Of Credit, Commercial Banking, Portfolio Management, Loan Origination, Underwriting, Mortgage Lending
Education
University of Illinois Springfield 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Patricia Skogstad's US Bank, NA Experience October 1989 - February 2015
Job Corporate AML/BSA Risk Investigator at U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2015 - Present
U.S. Bank NA October 1989 - February 2015
U.S. Bank NA - Human Resources May 1986 - October 1989
Skills
Banking, Trust Services, Trusts, Wealth, Wealth Management..., Private Banking, Securities, Mortgage Lending, Deposits, Fiduciary Services, Organizational..., Asset Allocation, Legal Assistance, Risk Management, Estate Planning, Computer Proficiency, Project Management, Cash Management, Documentations, Asset Management, Legal Support, Legal Documentation, Office Administration, Associate Development, Business Meetings, Regulatory Compliance, Anti Money Laundering, Risk Analysis
Education
Metropolitan State University 2005 — 2015
Bachelor's Degree, Business Administration, 3.30
Minneapolis Community and Technical College 1982 — 1984
Associate's degree, Legal Secretary
U.S. Bank January 2015 - Present
U.S. Bank NA October 1989 - February 2015
U.S. Bank NA - Human Resources May 1986 - October 1989
Skills
Banking, Trust Services, Trusts, Wealth, Wealth Management..., Private Banking, Securities, Mortgage Lending, Deposits, Fiduciary Services, Organizational..., Asset Allocation, Legal Assistance, Risk Management, Estate Planning, Computer Proficiency, Project Management, Cash Management, Documentations, Asset Management, Legal Support, Legal Documentation, Office Administration, Associate Development, Business Meetings, Regulatory Compliance, Anti Money Laundering, Risk Analysis
Education
Metropolitan State University 2005 — 2015
Bachelor's Degree, Business Administration, 3.30
Minneapolis Community and Technical College 1982 — 1984
Associate's degree, Legal Secretary
Donna Doll Donna Doll's US Bank, NA Experience June 1990 - April 1998
Job Payroll/HR Coordinator at Missouri Valley Family YMCA
Industry Nonprofit Organization Management
Experience
Missouri Valley Family YMCA October 2012 - Present
Guardian and Protective Services, Inc. May 1998 - October 2012
US Bank N.A. June 1990 - April 1998
Skills
Human Resources, ADP Payroll, Benefits Administration, Microsoft Office, FMLA, New Hire Orientations, Trust Services, Office Administration, Payroll, Employee Relations
Education
Bismarck State College
Business/Office Administration
Metropolitan State University
Business/Finance
Missouri Valley Family YMCA October 2012 - Present
Guardian and Protective Services, Inc. May 1998 - October 2012
US Bank N.A. June 1990 - April 1998
Skills
Human Resources, ADP Payroll, Benefits Administration, Microsoft Office, FMLA, New Hire Orientations, Trust Services, Office Administration, Payroll, Employee Relations
Education
Bismarck State College
Business/Office Administration
Metropolitan State University
Business/Finance
Gaston LeViege Gaston LeViege's US Bank, NA Experience May 2010 - May 2011
Job Sr. Project Manager at Greentree Financial Services
Industry Banking
Experience
Greentree Financial Services October 2014 - Present
Wells Fargo May 2014 - September 2014
U.S. Bank May 2011 - May 2014
US Bank, N.A. May 2010 - May 2011
U.S. Bank January 2007 - August 2007
Skills
Outlook, Data Entry, Access, Deposits, Consumer Lending, Commercial Banking, Financial Analysis, Office Administration, Analysis, Customer Service, Leadership, Management, Microsoft Office
Education
Rasmussen College 2009 — 2013
Bachelor's degree, Business Management Business Administration
Century College 1998 — 2001
Greentree Financial Services October 2014 - Present
Wells Fargo May 2014 - September 2014
U.S. Bank May 2011 - May 2014
US Bank, N.A. May 2010 - May 2011
U.S. Bank January 2007 - August 2007
Skills
Outlook, Data Entry, Access, Deposits, Consumer Lending, Commercial Banking, Financial Analysis, Office Administration, Analysis, Customer Service, Leadership, Management, Microsoft Office
Education
Rasmussen College 2009 — 2013
Bachelor's degree, Business Management Business Administration
Century College 1998 — 2001
Dana Nietert Dana Nietert's US Bank, NA Experience August 2003 - Present
Job Credit Manager, VP Private Client at US Bank NA
Industry Banking
Experience
US Bank NA August 2003 - Present
AEGON Americas 1995 - 2002
Morrison-Hayes Appraisal Associates 1993 - 1995
Iowa Realty 1986 - 1993
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Financial Analysis, Relationship Management, Mortgage Lending, Sales Management, Credit Risk, Commercial Banking, Strategic Planning, Loan Origination, Consumer Lending, Portfolio Management
Education
University of Iowa 1978 — 1986
BBA, Marketing, Finance
University of Iowa - Henry B. Tippie College of Business 1978 — 1986
BBA, Marketing, Finance
US Bank NA August 2003 - Present
AEGON Americas 1995 - 2002
Morrison-Hayes Appraisal Associates 1993 - 1995
Iowa Realty 1986 - 1993
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Financial Analysis, Relationship Management, Mortgage Lending, Sales Management, Credit Risk, Commercial Banking, Strategic Planning, Loan Origination, Consumer Lending, Portfolio Management
Education
University of Iowa 1978 — 1986
BBA, Marketing, Finance
University of Iowa - Henry B. Tippie College of Business 1978 — 1986
BBA, Marketing, Finance
Rhonda Witz Rhonda Witz's US Bank, NA Experience November 2010 - September 2012
Job Real Estate Lending Funding Supervisor at SAFE Credit Union
Industry Accounting
Experience
SAFE Credit Union July 2013 - Present
RW Professional Services January 1992 - Present
RW Professional Services January 1992 - Present
US Bank NA November 2010 - September 2012
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Tax, Financial Analysis, General Ledger, Account Reconciliation, Accounts Payable, IFRS, Sarbanes-Oxley Act, GAAP, QuickBooks, Accounts Receivable, Wholesale and Retail..., MBS Pool accounting and..., Fannie Mae and Freddie..., FHA and VA lending, NMLS Licensed, Banking, Internal Audit, Payroll, Financial Statements
Education
California State University of Hayward
Principles of Mortgage Bankng and Secondary Marketing
Sierra College
Real Estate and Accounting
SAFE Credit Union July 2013 - Present
RW Professional Services January 1992 - Present
RW Professional Services January 1992 - Present
US Bank NA November 2010 - September 2012
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Tax, Financial Analysis, General Ledger, Account Reconciliation, Accounts Payable, IFRS, Sarbanes-Oxley Act, GAAP, QuickBooks, Accounts Receivable, Wholesale and Retail..., MBS Pool accounting and..., Fannie Mae and Freddie..., FHA and VA lending, NMLS Licensed, Banking, Internal Audit, Payroll, Financial Statements
Education
California State University of Hayward
Principles of Mortgage Bankng and Secondary Marketing
Sierra College
Real Estate and Accounting
Peter Mitrano CFA, CFP® Peter Mitrano CFA, CFP®'s US Bank, NA Experience 1998 - 2004
Job Vice President Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
Michael Bannach Michael Bannach's US Bank, NA Experience September 2001 - March 2006
Job Bremer Bank
Industry Banking
Experience
Bremer Bank March 2008 - Present
Bremer Bank March 2008 - Present
Lake Agassiz Regional Development Corporation January 2006 - July 2013
First International Bank & Trust March 2006 - March 2008
U.S. Bank, N.A. September 2001 - March 2006
Skills
Loans, Banking, Real Estate, Portfolio Management, Commercial Banking, Management, Commercial Real Estate, Small Business Lending, Commercial Lending, Credit Analysis, Credit, Consumer Lending, Credit Risk, Mortgage Lending, Retail Banking, Customer Satisfaction, Commercial Mortgages, SBA, Customer Service, First Time Home Buyers, Lines Of Credit, Sales, Retail, Deposits, Loan Origination, Underwriting, Finance, Investments, Treasury Management, Cash Flow Lending, Cash Management, Financial Analysis
Education
AMEDD School, Ft. Sam Houston, TX 1992 — 1996
Health Care Administration/Operations, Operations/Logistics/Patient Admin
The University of North Dakota 1988 — 1992
Bachelors of Accountancy & Financial Management, Accounting and Finance
Bremer Bank March 2008 - Present
Bremer Bank March 2008 - Present
Lake Agassiz Regional Development Corporation January 2006 - July 2013
First International Bank & Trust March 2006 - March 2008
U.S. Bank, N.A. September 2001 - March 2006
Skills
Loans, Banking, Real Estate, Portfolio Management, Commercial Banking, Management, Commercial Real Estate, Small Business Lending, Commercial Lending, Credit Analysis, Credit, Consumer Lending, Credit Risk, Mortgage Lending, Retail Banking, Customer Satisfaction, Commercial Mortgages, SBA, Customer Service, First Time Home Buyers, Lines Of Credit, Sales, Retail, Deposits, Loan Origination, Underwriting, Finance, Investments, Treasury Management, Cash Flow Lending, Cash Management, Financial Analysis
Education
AMEDD School, Ft. Sam Houston, TX 1992 — 1996
Health Care Administration/Operations, Operations/Logistics/Patient Admin
The University of North Dakota 1988 — 1992
Bachelors of Accountancy & Financial Management, Accounting and Finance
Russell Zint's US Bank, NA Experience 2007 - June 2014
Job Senior Vice President & Division Head at U.S. Bank, N.A.
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
U.S. Bank, N.A. 2007 - June 2014
Building Hope January 2006 - September 2007
R.C. Archdiocese of Indianapolis June 2000 - December 2005
Skills
Non-profits, Public Speaking, Community Outreach, Leadership Development, Leadership, Program Management, Strategic Planning, Training, Research, Teaching, Volunteer Management, Project Finance, Financial Analysis, Banking, Wholesale Banking, Microsoft Office, Sales Process, Sales Presentation..., RFP Generation, Proposal Writing, CRM
Education
Pacific Coast Banking School 2013 — 2015
Completion of graduate-level education program focused on the financial services industry;, Banking Management program focused on Risk Management, Financial Performance, and Leadership, Honor Roll
The Johns Hopkins University - Carey Business School 2007 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
St. Meinrad School of Theology 1995 — 2000
Master of Divinity (M.Div.), Theology, 3.9
St. Meinrad College 1993 — 1995
BS, Science, 3.6
Purdue University 1991 — 1993
n.d., Engineering
U.S. Bank July 2014 - Present
U.S. Bank, N.A. 2007 - June 2014
Building Hope January 2006 - September 2007
R.C. Archdiocese of Indianapolis June 2000 - December 2005
Skills
Non-profits, Public Speaking, Community Outreach, Leadership Development, Leadership, Program Management, Strategic Planning, Training, Research, Teaching, Volunteer Management, Project Finance, Financial Analysis, Banking, Wholesale Banking, Microsoft Office, Sales Process, Sales Presentation..., RFP Generation, Proposal Writing, CRM
Education
Pacific Coast Banking School 2013 — 2015
Completion of graduate-level education program focused on the financial services industry;, Banking Management program focused on Risk Management, Financial Performance, and Leadership, Honor Roll
The Johns Hopkins University - Carey Business School 2007 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
St. Meinrad School of Theology 1995 — 2000
Master of Divinity (M.Div.), Theology, 3.9
St. Meinrad College 1993 — 1995
BS, Science, 3.6
Purdue University 1991 — 1993
n.d., Engineering
Adam Berman Adam Berman's US Bank, NA Experience 2001 - 2004
Job Vice President Wilmington Trust, National Association
Industry Financial Services
Experience
Wilmington Trust, National Association July 2007 - Present
3&1 Design Group Inc December 2010 - Present
Law Debenture Trust Company of New York 2004 - 2007
US Bank N.A. 2001 - 2004
The Bank of Tokyo-Mitsubishi 1999 - 2000
Deutsche Bank Trust Company Americas 1998 - 2000
The Bank of New York 1995 - 1998
Skills
Cross-border..., High Yield Bonds, Escrow, Collateral Agent, Default, Document Review, Team Management, English Law and New..., New Business Development, Mergers & Acquisitions, Structured Finance, Capital Markets, Securities, Banking, Corporate Governance, Relationship Management, Restructuring, Due Diligence, Bonds, Corporate Finance, Loans
Education
Hofstra University 1992 — 1995
BBA, Banking and Finance
Wilmington Trust, National Association July 2007 - Present
3&1 Design Group Inc December 2010 - Present
Law Debenture Trust Company of New York 2004 - 2007
US Bank N.A. 2001 - 2004
The Bank of Tokyo-Mitsubishi 1999 - 2000
Deutsche Bank Trust Company Americas 1998 - 2000
The Bank of New York 1995 - 1998
Skills
Cross-border..., High Yield Bonds, Escrow, Collateral Agent, Default, Document Review, Team Management, English Law and New..., New Business Development, Mergers & Acquisitions, Structured Finance, Capital Markets, Securities, Banking, Corporate Governance, Relationship Management, Restructuring, Due Diligence, Bonds, Corporate Finance, Loans
Education
Hofstra University 1992 — 1995
BBA, Banking and Finance
Rebecca Paulsen Rebecca Paulsen's US Bank, NA Experience April 2003 - Present
Job Vice President, State Tax at US Bank, NA
Industry Financial Services
Experience
US Bank, NA April 2003 - Present
Financial Institution State Tax 2003 - 2012
Metris Companies 2001 - 2003
Deloitte 1990 - 2001
Skills
Corporate Tax, Accounting, Financial Reporting, Tax, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Income Tax, SEC filings, State Tax, Auditing, Mergers & Acquisitions, CPA, Tax Accounting, Internal Controls, GAAP, Tax Law, US GAAP, Strategic Financial...
Education
University of Notre Dame 1989 — 1990
MBA, Tax
University of Notre Dame - Mendoza College of Business 1989 — 1990
MBA, Tax
Saint Mary's College 1985 — 1989
BBA, Accounting
US Bank, NA April 2003 - Present
Financial Institution State Tax 2003 - 2012
Metris Companies 2001 - 2003
Deloitte 1990 - 2001
Skills
Corporate Tax, Accounting, Financial Reporting, Tax, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Income Tax, SEC filings, State Tax, Auditing, Mergers & Acquisitions, CPA, Tax Accounting, Internal Controls, GAAP, Tax Law, US GAAP, Strategic Financial...
Education
University of Notre Dame 1989 — 1990
MBA, Tax
University of Notre Dame - Mendoza College of Business 1989 — 1990
MBA, Tax
Saint Mary's College 1985 — 1989
BBA, Accounting
Aric Graham's US Bank, NA Experience March 2005 - June 2015
Job SVP, Regional Director at Umpqua Bank
Industry Banking
Experience
Umpqua Bank June 2015 - Present
U.S. Bank N.A. March 2005 - June 2015
Education
Pacific Coast Banking School
Purdue University Calumet
Master of Business Administration (M.B.A.)
Umpqua Bank June 2015 - Present
U.S. Bank N.A. March 2005 - June 2015
Education
Pacific Coast Banking School
Purdue University Calumet
Master of Business Administration (M.B.A.)
Steve Bagley's US Bank, NA Experience November 1995 - January 2000
Job National Sales
Industry Financial Services
Experience
Matrix Payment July 2015 - Present
Card Compliant, LLC April 2013 - June 2015
AccuPOS Point of Sale January 2012 - March 2013
Cynergy Data September 2008 - January 2011
First Data Commercial Services March 2004 - December 2007
TBT - CheckCare January 2002 - December 2004
Transcom Payment Services February 2000 - April 2002
U.S. Bank, N.A. November 1995 - January 2000
Skills
Sales, Business Development, Marketing, Networking, Affiliate Marketing, Strategic Partnerships, Training, Sales Operations, Forecasting, Merchant Services, Product Development, Leadership, Recruiting, Performance Management, Management, Selling, CRM, Relationship Management, Solution Selling, Customer Retention, Start-ups, Strategy, Integrated Marketing, Program Management, Sales Management, Payment Card Processing, Electronic Payments, Customer Service, B2B, Sales Process, Credit Cards, Executive Management, Lead Generation, Salesforce.com, Direct Sales, Strategic Planning, Product Management, Payments, Contract Negotiation, Mobile Payments
Education
Stephen F. Austin State University
Business Management
University of Houston
Business Management
Matrix Payment July 2015 - Present
Card Compliant, LLC April 2013 - June 2015
AccuPOS Point of Sale January 2012 - March 2013
Cynergy Data September 2008 - January 2011
First Data Commercial Services March 2004 - December 2007
TBT - CheckCare January 2002 - December 2004
Transcom Payment Services February 2000 - April 2002
U.S. Bank, N.A. November 1995 - January 2000
Skills
Sales, Business Development, Marketing, Networking, Affiliate Marketing, Strategic Partnerships, Training, Sales Operations, Forecasting, Merchant Services, Product Development, Leadership, Recruiting, Performance Management, Management, Selling, CRM, Relationship Management, Solution Selling, Customer Retention, Start-ups, Strategy, Integrated Marketing, Program Management, Sales Management, Payment Card Processing, Electronic Payments, Customer Service, B2B, Sales Process, Credit Cards, Executive Management, Lead Generation, Salesforce.com, Direct Sales, Strategic Planning, Product Management, Payments, Contract Negotiation, Mobile Payments
Education
Stephen F. Austin State University
Business Management
University of Houston
Business Management
James (Jim) Temby James (Jim) Temby's US Bank, NA Experience August 2007 - June 2008
Job Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2012 - Present
Key Bank, N.A. February 2009 - November 2010
U.S. Bank, N.A. August 2007 - June 2008
Vectra Bank, N.A. May 2005 - August 2007
Colorado Business Bank January 1998 - January 2005
Skills
Commercial Banking, Deep-Dive Financial..., Relationship Management, Management, Dynamic Financial..., “Reader Friendly”..., Persuasive..., Engaging Presentations, Financial Monitoring..., Process Improvement and..., Team Management, Financial Reporting, Effective Negotiations..., Risk Assessment and..., Regulatory Compliance, Proficient in Microsoft..., Negotiation
Education
University of Northern Colorado 1979 — 1982
Bachelor of Science, Business Administration
Colorado School of Mines 1976 — 1977
Bank of the West August 2012 - Present
Key Bank, N.A. February 2009 - November 2010
U.S. Bank, N.A. August 2007 - June 2008
Vectra Bank, N.A. May 2005 - August 2007
Colorado Business Bank January 1998 - January 2005
Skills
Commercial Banking, Deep-Dive Financial..., Relationship Management, Management, Dynamic Financial..., “Reader Friendly”..., Persuasive..., Engaging Presentations, Financial Monitoring..., Process Improvement and..., Team Management, Financial Reporting, Effective Negotiations..., Risk Assessment and..., Regulatory Compliance, Proficient in Microsoft..., Negotiation
Education
University of Northern Colorado 1979 — 1982
Bachelor of Science, Business Administration
Colorado School of Mines 1976 — 1977
Judy Rich's US Bank, NA Experience July 2000 - January 2011
Job Managing Director at Talmer Bank and Trust
Industry Banking
Experience
Talmer Bank and Trust August 2013 - Present
Fifth Third Bank March 2011 - August 2013
U.S. Bank N.A. July 2000 - January 2011
KeyBank National Association January 1995 - January 2000
Firstmerit, Officer January 1989 - January 1995
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Middle Market
Education
The Ohio State University 1984 — 1988
Bachelor's degree, Human Ecology
Talmer Bank and Trust August 2013 - Present
Fifth Third Bank March 2011 - August 2013
U.S. Bank N.A. July 2000 - January 2011
KeyBank National Association January 1995 - January 2000
Firstmerit, Officer January 1989 - January 1995
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Middle Market
Education
The Ohio State University 1984 — 1988
Bachelor's degree, Human Ecology
Erin Straks's US Bank, NA Experience April 2010 - July 2010
Job Banking Professional
Industry Banking
Experience
Marine Credit Union June 2008 - February 2011
Marine Credit Union June 2008 - February 2011
US Bank N.A. April 2010 - July 2010
U.S. BANK April 2010 - July 2010
Associated Bank November 2006 - February 2008
Education
Lakeland College 2001 — 2003
none, Education/Spanish
Lakeland University
Marine Credit Union June 2008 - February 2011
Marine Credit Union June 2008 - February 2011
US Bank N.A. April 2010 - July 2010
U.S. BANK April 2010 - July 2010
Associated Bank November 2006 - February 2008
Education
Lakeland College 2001 — 2003
none, Education/Spanish
Lakeland University
Mike Wittmer Mike Wittmer's US Bank, NA Experience June 2006 - April 2008
Job Project Engineer at C.W. Driver
Industry Construction
Experience
C.W. Driver April 2012 - Present
Arcadis US - PMCM September 2010 - January 2012
CDC Small Business Finance April 2008 - October 2008
U.S. Bank, N.A. June 2006 - April 2008
Chase Home Finance October 2002 - October 2003
Skills
Contractors, Program Management, Customer Service, Project Management, Construction Management, Management, Project Planning, Construction, Proposal Writing, Contract Management, Budgets, Strategic Planning, Risk Management, Project Estimation, Primavera P6
Education
University of Phoenix 2004 — 2008
Bachelors, Business Management, 3.6
C.W. Driver April 2012 - Present
Arcadis US - PMCM September 2010 - January 2012
CDC Small Business Finance April 2008 - October 2008
U.S. Bank, N.A. June 2006 - April 2008
Chase Home Finance October 2002 - October 2003
Skills
Contractors, Program Management, Customer Service, Project Management, Construction Management, Management, Project Planning, Construction, Proposal Writing, Contract Management, Budgets, Strategic Planning, Risk Management, Project Estimation, Primavera P6
Education
University of Phoenix 2004 — 2008
Bachelors, Business Management, 3.6
Gregory Welch Gregory Welch's US Bank, NA Experience August 2002 - May 2008
Job Senior Vice President Southern Region Commercial Banking Team Lead Northstar Bank Colorado
Industry Banking
Experience
Northstar Bank Colorado June 2013 - Present
BBVA Compass October 2011 - May 2013
SBDC 2008 - 2012
UMB Bank June 2008 - October 2011
Fountain Fort Carson School District 8 2007 - 2011
US Bank, N.A. August 2002 - May 2008
Wells Fargo 1991 - 2003
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Banking, Treasury Management, Consumer Lending, Lines Of Credit, Financial Analysis, Risk Management, Finance, Credit Risk, Loan Origination, Leadership, Asset Based Lending, Small Business, Cash Management, SBA, Mortgage Lending, Underwriting, Executive Management, Commercial Mortgages, Construction Loans, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Advisory, Refinance
Education
University of Colorado Colorado Springs 1983 — 1987
BA, Economics
Northstar Bank Colorado June 2013 - Present
BBVA Compass October 2011 - May 2013
SBDC 2008 - 2012
UMB Bank June 2008 - October 2011
Fountain Fort Carson School District 8 2007 - 2011
US Bank, N.A. August 2002 - May 2008
Wells Fargo 1991 - 2003
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Banking, Treasury Management, Consumer Lending, Lines Of Credit, Financial Analysis, Risk Management, Finance, Credit Risk, Loan Origination, Leadership, Asset Based Lending, Small Business, Cash Management, SBA, Mortgage Lending, Underwriting, Executive Management, Commercial Mortgages, Construction Loans, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Advisory, Refinance
Education
University of Colorado Colorado Springs 1983 — 1987
BA, Economics
Paul Dadlez Paul Dadlez's US Bank, NA Experience December 1999 - March 2006
Job Director, Wealth Advisory ServicesTwin Cities at Alerus Financial
Industry Financial Services
Experience
Alerus Financial September 2013 - Present
The Private Client Reserve of U.S. Bank September 2009 - September 2013
Anchor Wealth Management May 2007 - September 2009
UBS Financial Services March 2006 - May 2007
US Bank NA December 1999 - March 2006
Joseph M. Goldberg & Associates July 1996 - December 1999
Skills
Investments, Investment Management, Insurance, Wealth Management, Portfolio Management, Banking, Asset Management, Loans, Commercial Banking, Strategic Financial..., Private Banking, Wealth Management..., Retirement Planning, Wealth, Commercial Lending, Finance
Education
University of Saint Thomas - School of Business 1997 — 2002
MBA
Hamline University School of Law 1991 — 1994
Juris Doctor, Dean’s List Fall 1992, Fall 1993, Spring 1994
University of Wisconsin-Madison 1983 — 1988
Bachelor of Arts, Communication Arts
Alerus Financial September 2013 - Present
The Private Client Reserve of U.S. Bank September 2009 - September 2013
Anchor Wealth Management May 2007 - September 2009
UBS Financial Services March 2006 - May 2007
US Bank NA December 1999 - March 2006
Joseph M. Goldberg & Associates July 1996 - December 1999
Skills
Investments, Investment Management, Insurance, Wealth Management, Portfolio Management, Banking, Asset Management, Loans, Commercial Banking, Strategic Financial..., Private Banking, Wealth Management..., Retirement Planning, Wealth, Commercial Lending, Finance
Education
University of Saint Thomas - School of Business 1997 — 2002
MBA
Hamline University School of Law 1991 — 1994
Juris Doctor, Dean’s List Fall 1992, Fall 1993, Spring 1994
University of Wisconsin-Madison 1983 — 1988
Bachelor of Arts, Communication Arts
Kristina Jakstys Kristina Jakstys's US Bank, NA Experience 2006 - May 2013
Job Vice President and Senior Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust May 2013 - Present
US Bank NA 2006 - May 2013
Trenwith Group, LLC 2002 - 2006
BDO USA, LLP 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Strategic Planning, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking
Education
Illinois Wesleyan University
Bachelor of Business Administration (BBA), Accounting & Economics
Northern Trust May 2013 - Present
US Bank NA 2006 - May 2013
Trenwith Group, LLC 2002 - 2006
BDO USA, LLP 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Strategic Planning, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking
Education
Illinois Wesleyan University
Bachelor of Business Administration (BBA), Accounting & Economics
Jamie Weingart's US Bank, NA Experience September 2008 - December 2009
Job Employment Specialist / Business Consultant ~ State of Wyoming
Industry Government Administration
Experience
State of Wyoming January 2010 - Present
U.S. Bank N.A. September 2008 - December 2009
U.S. Bank N.A. January 2008 - August 2008
Education
Chadron State College 2003 — 2007
B.S., Business Administration, Management
State of Wyoming January 2010 - Present
U.S. Bank N.A. September 2008 - December 2009
U.S. Bank N.A. January 2008 - August 2008
Education
Chadron State College 2003 — 2007
B.S., Business Administration, Management
Jerry Moynagh Jerry Moynagh's US Bank, NA Experience September 1991 - August 2005
Job VP Commercial Lender at Sunrise Banks
Industry Banking
Experience
Sunrise Banks August 2011 - Present
Landmark Community Bank NA October 2007 - July 2011
Premier Bank, MN September 2005 - September 2007
US Bank NA September 1991 - August 2005
ITT Financial Services August 1986 - July 1991
Precision Business Systems August 1985 - June 1986
Skills
New Business Development, Credit Analysis, Community Relations, Networking, Manufacturing, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Credit, Banking, Portfolio Management, Mortgage Lending, SBA, Retail Banking, Underwriting, Asset Based Lending, Sales Management, Treasury Management, Commercial Mortgages, Financial Analysis, Small Business, Real Estate, Strategic Financial..., Business Development, Leadership, Insurance, Lines Of Credit, Finance, Investments, Consumer Lending, Loan Origination, Sales, Risk Management, Cash Flow, Community Development, Cash Flow Lending, Real Estate Financing, Refinance, Construction Loans, Home Equity Loans
Education
University of St. Thomas 1992 — 1998
MBA, Financial Services
Saint John's University 1979 — 1983
BS, Business Administration
Cretin High School 1976 — 1979
Diploma, Honors
Sunrise Banks August 2011 - Present
Landmark Community Bank NA October 2007 - July 2011
Premier Bank, MN September 2005 - September 2007
US Bank NA September 1991 - August 2005
ITT Financial Services August 1986 - July 1991
Precision Business Systems August 1985 - June 1986
Skills
New Business Development, Credit Analysis, Community Relations, Networking, Manufacturing, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Credit, Banking, Portfolio Management, Mortgage Lending, SBA, Retail Banking, Underwriting, Asset Based Lending, Sales Management, Treasury Management, Commercial Mortgages, Financial Analysis, Small Business, Real Estate, Strategic Financial..., Business Development, Leadership, Insurance, Lines Of Credit, Finance, Investments, Consumer Lending, Loan Origination, Sales, Risk Management, Cash Flow, Community Development, Cash Flow Lending, Real Estate Financing, Refinance, Construction Loans, Home Equity Loans
Education
University of St. Thomas 1992 — 1998
MBA, Financial Services
Saint John's University 1979 — 1983
BS, Business Administration
Cretin High School 1976 — 1979
Diploma, Honors
Ted Jokerst Ted Jokerst's US Bank, NA Experience December 1995 - August 2005
Job President Wildamere Capital Management LLC
Industry Real Estate
Experience
Wildamere Capital Management LLC January 2014 - Present
Welsh Capital LLC June 2010 - November 2013
Welsh Companies LLC August 2005 - June 2010
U.S. Bank N.A. December 1995 - August 2005
Skills
Finance, Commercial Real Estate, Disposition, Real Estate, Real Estate Development, Real Estate Economics, Leases, Real Estate Transactions, Asset Management, Lease Negotiations, Investment Properties, Due Diligence, Financial Analysis, Investments
Education
St. Louis University 1992 — 1995
MBA, Business Aministration - Finance
Marquette University 1986 — 1990
Broadcast Journalism
Wildamere Capital Management LLC January 2014 - Present
Welsh Capital LLC June 2010 - November 2013
Welsh Companies LLC August 2005 - June 2010
U.S. Bank N.A. December 1995 - August 2005
Skills
Finance, Commercial Real Estate, Disposition, Real Estate, Real Estate Development, Real Estate Economics, Leases, Real Estate Transactions, Asset Management, Lease Negotiations, Investment Properties, Due Diligence, Financial Analysis, Investments
Education
St. Louis University 1992 — 1995
MBA, Business Aministration - Finance
Marquette University 1986 — 1990
Broadcast Journalism
Todd Kuennen's US Bank, NA Experience April 2003 - November 2005
Job CFO of Clickstop, Inc.
Industry Retail
Experience
Clickstop, Inc. 2009 - Present
Bankers Trust Company, N.A September 2007 - September 2009
Clear Lake Bank & Trust Company November 2005 - September 2007
US Bank, N.A. April 2003 - November 2005
GreatAmerica Leasing Corp 2000 - 2003
TransAmerica Commercial Finance September 1999 - August 2000
Skills
Debt Restructuring, Business Process..., Working Capital..., Profitable Growth, Executive Management, Strategic Financial..., Systems Analysis, Strategic Negotiations, Business Acquisition, Data Mining, Data Analysis, Rapid Growth, Growth Management, Business Development, Credit Analysis, Strategic Human..., Government Incentives, Department Creation, Recruiting, Interviews, Public Speaking, Business Strategy, SBA, SBA 504, Financial Projection, Budget Process, Banking, Financial Analysis, Commercial Banking, Loans, Finance, NetSuite, Cash Management, Treasury Management
Education
University of Iowa 1993 — 1997
B.A, Philosophy
Clickstop, Inc. 2009 - Present
Bankers Trust Company, N.A September 2007 - September 2009
Clear Lake Bank & Trust Company November 2005 - September 2007
US Bank, N.A. April 2003 - November 2005
GreatAmerica Leasing Corp 2000 - 2003
TransAmerica Commercial Finance September 1999 - August 2000
Skills
Debt Restructuring, Business Process..., Working Capital..., Profitable Growth, Executive Management, Strategic Financial..., Systems Analysis, Strategic Negotiations, Business Acquisition, Data Mining, Data Analysis, Rapid Growth, Growth Management, Business Development, Credit Analysis, Strategic Human..., Government Incentives, Department Creation, Recruiting, Interviews, Public Speaking, Business Strategy, SBA, SBA 504, Financial Projection, Budget Process, Banking, Financial Analysis, Commercial Banking, Loans, Finance, NetSuite, Cash Management, Treasury Management
Education
University of Iowa 1993 — 1997
B.A, Philosophy
Brad Gieger Brad Gieger's US Bank, NA Experience June 1998 - June 2000
Job
Industry Wireless
Experience
Microsoft May 2008 - Present
AT&T Mobility (formerly Cingular Wireless) July 2005 - May 2008
Cingular Wireless April 2004 - August 2005
Cingular Wireless / AT&T Wireless March 2001 - April 2004
AT&T Wireless June 2000 - March 2001
US Bank, N.A. June 1998 - June 2000
Education
University of Phoenix 2005 — 2007
MBA, Technology Management
Oregon State University 1998 — 2000
BS, Management Information Systems
Microsoft May 2008 - Present
AT&T Mobility (formerly Cingular Wireless) July 2005 - May 2008
Cingular Wireless April 2004 - August 2005
Cingular Wireless / AT&T Wireless March 2001 - April 2004
AT&T Wireless June 2000 - March 2001
US Bank, N.A. June 1998 - June 2000
Education
University of Phoenix 2005 — 2007
MBA, Technology Management
Oregon State University 1998 — 2000
BS, Management Information Systems
Graham Duck's US Bank, NA Experience August 2010 - November 2012
Job Regional Project Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2012 - Present
Pacific Beach Community Development Corp 2009 - Present
U.S. Bank, N.A. August 2010 - November 2012
FBOP Corporation 2006 - 2009
Santa Barbara Bank & Trust October 2002 - August 2006
Skills
Branch Banking, Commercial Banking, Commercial Lending, Consumer Lending, Customer Service
Education
Point Loma Nazarene University 2009 — 2011
MBA
University of California, Santa Barbara
Bachelors Degree, Business Economics
University of Montana 2000 — 2001
None, Pre-Business
The Derryfield School 1996 — 2000
Highschool Diploma
U.S. Bank November 2012 - Present
Pacific Beach Community Development Corp 2009 - Present
U.S. Bank, N.A. August 2010 - November 2012
FBOP Corporation 2006 - 2009
Santa Barbara Bank & Trust October 2002 - August 2006
Skills
Branch Banking, Commercial Banking, Commercial Lending, Consumer Lending, Customer Service
Education
Point Loma Nazarene University 2009 — 2011
MBA
University of California, Santa Barbara
Bachelors Degree, Business Economics
University of Montana 2000 — 2001
None, Pre-Business
The Derryfield School 1996 — 2000
Highschool Diploma
Cathy Cortright Cathy Cortright's US Bank, NA Experience April 2011 - September 2012
Job Accounting Technician
Industry Government Administration
Experience
U.S. Coast Guard December 2014 - Present
Internal Revenue Service December 2012 - December 2014
US Bank, NA April 2011 - September 2012
Bridgepoint Education, Ashford University October 2010 - March 2011
Charter One Bank October 2004 - September 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Notary Public, Management, Office Equipment, Office Administration, Outlook, Credit, Data Entry, Auditing, Loans, Policy, Program Management
Education
Cleveland State University
Bachelor’s Degree of Arts, Psychology
Cuyahoga Community College
Associate, Science
U.S. Coast Guard December 2014 - Present
Internal Revenue Service December 2012 - December 2014
US Bank, NA April 2011 - September 2012
Bridgepoint Education, Ashford University October 2010 - March 2011
Charter One Bank October 2004 - September 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Notary Public, Management, Office Equipment, Office Administration, Outlook, Credit, Data Entry, Auditing, Loans, Policy, Program Management
Education
Cleveland State University
Bachelor’s Degree of Arts, Psychology
Cuyahoga Community College
Associate, Science
Andrea Seeger-Friesen Andrea Seeger-Friesen's US Bank, NA Experience 2004 - 2008
Job Vice President, Structured Finance Acct Mgr, US Bank, NA
Industry Banking
Experience
US Bank National Association May 2014 - Present
SUP Kids! Benefit Race 2012 - Present
Avenues for Homeless Youth October 2010 - Present
USBank October 2008 - May 2014
Citizens for Corporate Responsibility June 2005 - April 2009
Pepsi Bottling Group August 2007 - October 2008
US Bank, N.A. 2004 - 2008
Skills
Financial Analysis, Finance, Banking, Risk Management, Analysis, Management, Accounting, Budgets, Forecasting, Project Management, Project Planning, Nonprofits, Strategy
Education
Metropolitan State University 2002 — 2004
BS
Judson Prep 1984 — 1987
Bachelor of Science (BS)
Convent of the Visitation 1981 — 1984
Southwoods Forest Gardens
Advanced Permaculture
Southwoods Forest Gardens
US Bank National Association May 2014 - Present
SUP Kids! Benefit Race 2012 - Present
Avenues for Homeless Youth October 2010 - Present
USBank October 2008 - May 2014
Citizens for Corporate Responsibility June 2005 - April 2009
Pepsi Bottling Group August 2007 - October 2008
US Bank, N.A. 2004 - 2008
Skills
Financial Analysis, Finance, Banking, Risk Management, Analysis, Management, Accounting, Budgets, Forecasting, Project Management, Project Planning, Nonprofits, Strategy
Education
Metropolitan State University 2002 — 2004
BS
Judson Prep 1984 — 1987
Bachelor of Science (BS)
Convent of the Visitation 1981 — 1984
Southwoods Forest Gardens
Advanced Permaculture
Southwoods Forest Gardens
Don E Beach Jr. Don E Beach Jr.'s US Bank, NA Experience July 1999 - April 2008
Job AVP/Business Relationship Manager / Franchise Finance , Wells Fargo Bank, N/A
Industry Banking
Experience
Wells Fargo bank, NA May 2008 - Present
US Bank NA July 1999 - April 2008
Skills
Small Business Lending, Credit, Commercial Banking, Loans, Banking, Lines Of Credit, Commercial Lending, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Asset Based Lending
Education
Eastern Michigan University 1984 — 1988
Criminal Justice / Criminal Law
Howell High School
Wells Fargo bank, NA May 2008 - Present
US Bank NA July 1999 - April 2008
Skills
Small Business Lending, Credit, Commercial Banking, Loans, Banking, Lines Of Credit, Commercial Lending, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Asset Based Lending
Education
Eastern Michigan University 1984 — 1988
Criminal Justice / Criminal Law
Howell High School
Sharman Horvath's US Bank, NA Experience 1999 - Present
Job Private Client Representative at U.S. Bank, N.A.
Industry Banking
Experience
U.S. Bank August 2001 - Present
U.S. Bank, N.A. 1999 - Present
Private Banking January 1994 - January 1997
U.S. Bank & Security Pacific Bank January 1983 - January 1992
Rainier Bank January 1975 - January 1983
Skills
Loans, Customer Service, Consumer Lending, Accounting, Deposits, Payments, Accounts Payable, Finance, Cross Selling, Credit, Banking, Cash Management, Commercial Banking, Credit Analysis, Financial Analysis, Microsoft Office, Sales
Education
American Institute of Banking
Lower Columbia College
Office Administrative
U.S. Bank August 2001 - Present
U.S. Bank, N.A. 1999 - Present
Private Banking January 1994 - January 1997
U.S. Bank & Security Pacific Bank January 1983 - January 1992
Rainier Bank January 1975 - January 1983
Skills
Loans, Customer Service, Consumer Lending, Accounting, Deposits, Payments, Accounts Payable, Finance, Cross Selling, Credit, Banking, Cash Management, Commercial Banking, Credit Analysis, Financial Analysis, Microsoft Office, Sales
Education
American Institute of Banking
Lower Columbia College
Office Administrative
Beverly Fenimore Beverly Fenimore's US Bank, NA Experience February 1995 - Present
Job Treasury Management Consultant at U.S. Bank, N.A.
Industry Banking
Experience
U.S. Bank, N.A. February 1995 - Present
Norwest Bank, Des Moines, IA January 1979 - February 1995
Skills
Certified Treasury..., MS Office 2010, Treasury Management, Banking, ACH, Cash Management, Payments, Internet Banking, Electronic Payments, Cross Selling, Treasury Services
Education
Simpson College 1998 — 2007
Bachelor of Science (BS), Marketing
U.S. Bank, N.A. February 1995 - Present
Norwest Bank, Des Moines, IA January 1979 - February 1995
Skills
Certified Treasury..., MS Office 2010, Treasury Management, Banking, ACH, Cash Management, Payments, Internet Banking, Electronic Payments, Cross Selling, Treasury Services
Education
Simpson College 1998 — 2007
Bachelor of Science (BS), Marketing
Jeffrey Moats Jeffrey Moats's US Bank, NA Experience September 2004 - May 2007
Job Financial Center Manager at Dollar Bank, FSB
Industry Banking
Experience
Dollar Bank, FSB February 2015 - Present
The Private Client Reserve of U.S. Bank May 2007 - February 2015
U.S. Bank N.A. September 2004 - May 2007
Fifth Third Bank July 2002 - September 2004
Skills
Banking, Wealth Management, Credit, Commercial Banking, Small Business Lending, Investments, Consumer Lending, Credit Analysis, Financial Analysis, Financial Modeling, Mutual Funds, Financial Services, Retail Banking, Insurance, Business Development, Loans, Commercial Lending, Finance
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
Juris Doctor, Law
University of Pittsburgh 1984 — 1987
BA, Political Science / Economics
Dollar Bank, FSB February 2015 - Present
The Private Client Reserve of U.S. Bank May 2007 - February 2015
U.S. Bank N.A. September 2004 - May 2007
Fifth Third Bank July 2002 - September 2004
Skills
Banking, Wealth Management, Credit, Commercial Banking, Small Business Lending, Investments, Consumer Lending, Credit Analysis, Financial Analysis, Financial Modeling, Mutual Funds, Financial Services, Retail Banking, Insurance, Business Development, Loans, Commercial Lending, Finance
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
Juris Doctor, Law
University of Pittsburgh 1984 — 1987
BA, Political Science / Economics
Linda Broers's US Bank, NA Experience June 2001 - March 2007
Job Compliance Analyst at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. April 2015 - Present
Ameritas Life Insurance Corp. Retirement Plans December 2011 - April 2015
NRECA July 2011 - December 2011
Ameritas Life Insurance Corp. Retirement Plans June 2008 - September 2010
Great-West Retirement Services March 2007 - June 2008
U.S. Bank, N.A. June 2001 - March 2007
Union Bank & Trust Company June 1997 - June 2001
Ameritas Life Insurance Corp. April 1996 - June 1997
FirsTier Bank, N.A. June 1988 - April 1996
Skills
Retirement Planning, 401k, ERISA, Mutual Funds, Series 6, Relationship Management, New Business Development, Qualified Retirement..., Manage Client..., Customer Service, Series 63, Securities, Client Presentation, Series 7
Education
Doane College 1992 — 1995
Bachelor's Degree, Business
Ameritas Investment Corp. April 2015 - Present
Ameritas Life Insurance Corp. Retirement Plans December 2011 - April 2015
NRECA July 2011 - December 2011
Ameritas Life Insurance Corp. Retirement Plans June 2008 - September 2010
Great-West Retirement Services March 2007 - June 2008
U.S. Bank, N.A. June 2001 - March 2007
Union Bank & Trust Company June 1997 - June 2001
Ameritas Life Insurance Corp. April 1996 - June 1997
FirsTier Bank, N.A. June 1988 - April 1996
Skills
Retirement Planning, 401k, ERISA, Mutual Funds, Series 6, Relationship Management, New Business Development, Qualified Retirement..., Manage Client..., Customer Service, Series 63, Securities, Client Presentation, Series 7
Education
Doane College 1992 — 1995
Bachelor's Degree, Business
Colleen Squire's US Bank, NA Experience September 2014 - Present
Job District Operations Manager at US Bank
Industry Banking
Experience
US Bank, NA September 2014 - Present
Skills
Banking, Credit, Management, Microsoft Office, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Project Management, Microsoft Word, risk management, oper, sales, Team Leadership, Finance, Customer Service, Relationship Management, Credit Risk
Education
University of Missouri-Kansas City 2007 — 2012
Bachelor’s Degree, Criminalistics and Criminal Science, Sociology
US Bank, NA September 2014 - Present
Skills
Banking, Credit, Management, Microsoft Office, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Project Management, Microsoft Word, risk management, oper, sales, Team Leadership, Finance, Customer Service, Relationship Management, Credit Risk
Education
University of Missouri-Kansas City 2007 — 2012
Bachelor’s Degree, Criminalistics and Criminal Science, Sociology
Kerri Stoner Kerri Stoner's US Bank, NA Experience January 2008 - Present
Job Vice President of Commercial Banking and Treasury Management at US Bank NA
Industry Financial Services
Experience
US Bank NA January 2008 - Present
Yellowbook Company Inc 2006 - 2008
Walgreens Home Care 2000 - 2006
Kohll's Pharmacy & HomeCare 1997 - 2000
Skills
Commercial Banking, Cash Management, Banking, Treasury Services, ACH, Portfolio Management, Payments, Commercial Lending, Small Business Lending, Credit, Loans, Management, Credit Analysis
Education
Northeast Technical Community College
Associate's degree, Physical Therapy/Therapist
University of Nebraska at Omaha
BS
US Bank NA January 2008 - Present
Yellowbook Company Inc 2006 - 2008
Walgreens Home Care 2000 - 2006
Kohll's Pharmacy & HomeCare 1997 - 2000
Skills
Commercial Banking, Cash Management, Banking, Treasury Services, ACH, Portfolio Management, Payments, Commercial Lending, Small Business Lending, Credit, Loans, Management, Credit Analysis
Education
Northeast Technical Community College
Associate's degree, Physical Therapy/Therapist
University of Nebraska at Omaha
BS
Dana M Smith Dana M Smith's US Bank, NA Experience January 2006 - July 2011
Job Sales Support Analyst Client Management at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America April 2013 - August 2014
US Bank July 2011 - November 2012
U.S. Bank, N.A January 2006 - July 2011
U.S. Bank, N.A April 2003 - January 2006
U.S. Bank, N.A. March 2001 - March 2004
U.S Bank, N.A. November 2000 - March 2001
ORC Protel, Inc February 1999 - June 2000
Skills
Consumer Lending, Treasury Management..., Building Deeper Client..., Correspondent Banking..., Customer Service, Banking, Commercial Banking, Loans, Credit, Treasury Management, Credit Analysis, Portfolio Management, Commercial Lending, Cash Management, Cross Selling, Deposits, Financial Analysis, Risk Management, Financial Institutions, Payments, Internet Banking, Relationship Management, Treasury Services, Correspondent Banking, Treasury, Lines Of Credit, ACH, Banking Relationships, Business Development, Credit Cards, Retail Banking, Credit Risk
Education
Southern Illinois University, Edwardsville 1997 — 1998
St. Louis Community College
Bank of America Merrill Lynch August 2014 - Present
Bank of America April 2013 - August 2014
US Bank July 2011 - November 2012
U.S. Bank, N.A January 2006 - July 2011
U.S. Bank, N.A April 2003 - January 2006
U.S. Bank, N.A. March 2001 - March 2004
U.S Bank, N.A. November 2000 - March 2001
ORC Protel, Inc February 1999 - June 2000
Skills
Consumer Lending, Treasury Management..., Building Deeper Client..., Correspondent Banking..., Customer Service, Banking, Commercial Banking, Loans, Credit, Treasury Management, Credit Analysis, Portfolio Management, Commercial Lending, Cash Management, Cross Selling, Deposits, Financial Analysis, Risk Management, Financial Institutions, Payments, Internet Banking, Relationship Management, Treasury Services, Correspondent Banking, Treasury, Lines Of Credit, ACH, Banking Relationships, Business Development, Credit Cards, Retail Banking, Credit Risk
Education
Southern Illinois University, Edwardsville 1997 — 1998
St. Louis Community College
James T. Wahl III James T. Wahl III's US Bank, NA Experience April 2006 - April 2008
Job Licensed Financial Professional
Industry Financial Services
Experience
World Financial Group (WFG) March 2015 - Present
California Community Opportunities January 2013 - October 2014
Beyond Potential Learning Center April 2012 - January 2013
US Bank NA April 2006 - April 2008
Chase Bank NA August 2002 - February 2006
Skills
Retail Banking, Customer Service, Relationship Building, Sales Process, Microsoft Word, Windows, Public Speaking, Developmental..., Behavior Modification, Microsoft Office, Microsoft Excel, Mac OS, Pages, Google Docs, CPR Certified, First Aid, Communication, PowerPoint, Time Management, Event Management, Training, Leadership, Social Media, Research, Teamwork, Administration, Team Building
Education
NOVA 2014 — 2014
Communication Essentials Certificate, Communication, General
NOVA 2014 — 2014
PowerPoint Certification
College of DuPage 1995 — 1997
Associate of Applied Science, Fire Science
California Department of Insurance
Life and Health Licensed, Life and Health Insurance
World Financial Group (WFG) March 2015 - Present
California Community Opportunities January 2013 - October 2014
Beyond Potential Learning Center April 2012 - January 2013
US Bank NA April 2006 - April 2008
Chase Bank NA August 2002 - February 2006
Skills
Retail Banking, Customer Service, Relationship Building, Sales Process, Microsoft Word, Windows, Public Speaking, Developmental..., Behavior Modification, Microsoft Office, Microsoft Excel, Mac OS, Pages, Google Docs, CPR Certified, First Aid, Communication, PowerPoint, Time Management, Event Management, Training, Leadership, Social Media, Research, Teamwork, Administration, Team Building
Education
NOVA 2014 — 2014
Communication Essentials Certificate, Communication, General
NOVA 2014 — 2014
PowerPoint Certification
College of DuPage 1995 — 1997
Associate of Applied Science, Fire Science
California Department of Insurance
Life and Health Licensed, Life and Health Insurance
Gordon Claus Gordon Claus's US Bank, NA Experience July 2005 - May 2014
Job Commercial Lender VP | Credit / Financial Analyst Available
Industry Banking
Experience
Commercial Lender - Senior Credit/Financial Analyst Officer - Accepting New Full Time Opportunities June 2014 - Present
U.S. Bank NA July 2005 - May 2014
Home State Bank November 1998 - March 2005
KeyBank November 1995 - October 1998
KeyBank June 1993 - October 1995
Skills
Banking, Commercial Banking, Loans, Commercial Real Estate, Small Business, Cross Selling, Global Trade Services, Commercial Leasing, Cash Management, Construction Loans, Commercial Mortgages, Financial Analysis, Commercial Lending, Acquisition and..., Credit Analysis, Credit Risk, Credit, Finance
Education
Colorado State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Aims Community College 1973 — 1975
Associates Degree, Liberal Arts and Sciences/Liberal Studies
Commercial Lender - Senior Credit/Financial Analyst Officer - Accepting New Full Time Opportunities June 2014 - Present
U.S. Bank NA July 2005 - May 2014
Home State Bank November 1998 - March 2005
KeyBank November 1995 - October 1998
KeyBank June 1993 - October 1995
Skills
Banking, Commercial Banking, Loans, Commercial Real Estate, Small Business, Cross Selling, Global Trade Services, Commercial Leasing, Cash Management, Construction Loans, Commercial Mortgages, Financial Analysis, Commercial Lending, Acquisition and..., Credit Analysis, Credit Risk, Credit, Finance
Education
Colorado State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Aims Community College 1973 — 1975
Associates Degree, Liberal Arts and Sciences/Liberal Studies
Athina Kallergis Athina Kallergis's US Bank, NA Experience January 2007 - February 2008
Job Clientele Specialist, Maison Margiela
Industry Retail
Experience
Maison Margiela March 2015 - Present
Barneys New York September 2011 - March 2015
JP Morgan Chase, NA February 2008 - September 2011
US Bank, NA January 2007 - February 2008
Neiman Marcus Group October 2005 - January 2007
Skills
Loans, Customer Service, Sales, Management, Small Business Lending, Banking, Business Development, Microsoft Excel, Sales Management, Financial Modeling, Marketing, Team Leadership
Education
Academy of Art University 2010 — 2012
Multimedia Communications
Fashion Institute of Design & Merchandising 2003 — 2006
A.A., Fashion Design
Maison Margiela March 2015 - Present
Barneys New York September 2011 - March 2015
JP Morgan Chase, NA February 2008 - September 2011
US Bank, NA January 2007 - February 2008
Neiman Marcus Group October 2005 - January 2007
Skills
Loans, Customer Service, Sales, Management, Small Business Lending, Banking, Business Development, Microsoft Excel, Sales Management, Financial Modeling, Marketing, Team Leadership
Education
Academy of Art University 2010 — 2012
Multimedia Communications
Fashion Institute of Design & Merchandising 2003 — 2006
A.A., Fashion Design
Michelle Woode Michelle Woode's US Bank, NA Experience February 2015 - Present
Job Teller Coordinator at US Bank, NA
Industry Accounting
Experience
US Bank, NA February 2015 - Present
Kohl's Department Stores October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. July 2014 - October 2014
Irontite February 2013 - March 2014
The Principal Financial Group June 2011 - October 2012
AEGONUSA 1989 - 2011
AEGON November 2002 - March 2005
Skills
Financial Analysis, Financial Reporting, Data Analysis, Access, Management, Business Objects, Microsoft Word, Data Quality, Financial Accounting, Microsoft Excel, Microsoft Office, Financial Statements, Employee Benefits, Accounting, Internal Controls, Compilation Of..., PeopleSoft, Accounts Payable, Payroll Taxes, Insurance, Investments
Education
Luther College 1985 — 1989
BA, Accounting, Spanish
US Bank, NA February 2015 - Present
Kohl's Department Stores October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. July 2014 - October 2014
Irontite February 2013 - March 2014
The Principal Financial Group June 2011 - October 2012
AEGONUSA 1989 - 2011
AEGON November 2002 - March 2005
Skills
Financial Analysis, Financial Reporting, Data Analysis, Access, Management, Business Objects, Microsoft Word, Data Quality, Financial Accounting, Microsoft Excel, Microsoft Office, Financial Statements, Employee Benefits, Accounting, Internal Controls, Compilation Of..., PeopleSoft, Accounts Payable, Payroll Taxes, Insurance, Investments
Education
Luther College 1985 — 1989
BA, Accounting, Spanish
Kevin Zenk Kevin Zenk's US Bank, NA Experience 1996 - 1999
Job MN Metro District Manager: MidCountry Bank
Industry Banking
Experience
MidCountry Bank March 2013 - Present
MidCountry Bank March 2013 - Present
MidCountry Bank April 2011 - March 2013
Bremer Bank November 1999 - October 2007
US Bank NA 1996 - 1999
Skills
Credit, Sales Management, Banking, Retail, Coaching, Team Building, Customer Relations, Customer Service, Commercial Banking, Loans, Small Business Lending, Mortgage Banking, Commercial Lending, FHA, Retail Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Financial Analysis, Sales, Lines Of Credit, Refinance, Cross Selling, Loan Origination, Underwriting, Credit Risk, Deposits, Construction Loans, Cash Management, Commercial Mortgages
Education
Augustana College (SD) 1977 — 1980
Business Administration and Management, General
MidCountry Bank March 2013 - Present
MidCountry Bank March 2013 - Present
MidCountry Bank April 2011 - March 2013
Bremer Bank November 1999 - October 2007
US Bank NA 1996 - 1999
Skills
Credit, Sales Management, Banking, Retail, Coaching, Team Building, Customer Relations, Customer Service, Commercial Banking, Loans, Small Business Lending, Mortgage Banking, Commercial Lending, FHA, Retail Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Financial Analysis, Sales, Lines Of Credit, Refinance, Cross Selling, Loan Origination, Underwriting, Credit Risk, Deposits, Construction Loans, Cash Management, Commercial Mortgages
Education
Augustana College (SD) 1977 — 1980
Business Administration and Management, General
Kevin Hecht Kevin Hecht's US Bank, NA Experience June 1998 - February 2003
Job Regional Manager at Bank of America
Industry Banking
Experience
Bank of America February 2003 - Present
Maryville University August 2014 - Present
US Bank, N.A. June 1998 - February 2003
Skills
Mortgage Lending, FHA, Mortgage Banking, Management, Valuation, Team Building, Risk Management, Relationship Management, Appraisals, Banking, Loan Origination, Real Estate, Credit, Residential Mortgages, Loans, Underwriting, Commercial Lending, Credit Analysis, Portfolio Management, Consumer Lending
Education
Fontbonne University 1995 — 1997
Master of Business Administration (MBA)
University of Missouri-Columbia 1982 — 1987
Bachelor of Arts (B.A.), Economics
Prep North
Bank of America February 2003 - Present
Maryville University August 2014 - Present
US Bank, N.A. June 1998 - February 2003
Skills
Mortgage Lending, FHA, Mortgage Banking, Management, Valuation, Team Building, Risk Management, Relationship Management, Appraisals, Banking, Loan Origination, Real Estate, Credit, Residential Mortgages, Loans, Underwriting, Commercial Lending, Credit Analysis, Portfolio Management, Consumer Lending
Education
Fontbonne University 1995 — 1997
Master of Business Administration (MBA)
University of Missouri-Columbia 1982 — 1987
Bachelor of Arts (B.A.), Economics
Prep North
Delma Carlson's US Bank, NA Experience July 2006 - Present
Job V.P., Strategic Relationship Account Manager at U.S. Bank N.A.
Industry Banking
Experience
U.S. Bank N.A. July 2006 - Present
U.S. Bank N.A. February 1997 - June 2006
3M Company 1980 - 1995
Skills
Mortgage, Client Relationship..., Customer Relations, Account Management, Project Management, Team Building, Events, Multi-skilled, Time Management, People-oriented, Communicaitons, Non-profits, Expressive, Make Things Happen, Customer Service, CRM, Accounts Receivable, Risk Management, Risk Assessment, Operational Risk..., building deeper..., New Business Development, Contract Negotiation, Mortgage Lending, Relationship Management, Nonprofits, Relationship Building, Banking, Customer Satisfaction, Management, Process Improvement, Financial Analysis, Finance, Loans
Education
Century College
Twin Cities, MN
Office Operations, Field of Study
U.S. Bank N.A. July 2006 - Present
U.S. Bank N.A. February 1997 - June 2006
3M Company 1980 - 1995
Skills
Mortgage, Client Relationship..., Customer Relations, Account Management, Project Management, Team Building, Events, Multi-skilled, Time Management, People-oriented, Communicaitons, Non-profits, Expressive, Make Things Happen, Customer Service, CRM, Accounts Receivable, Risk Management, Risk Assessment, Operational Risk..., building deeper..., New Business Development, Contract Negotiation, Mortgage Lending, Relationship Management, Nonprofits, Relationship Building, Banking, Customer Satisfaction, Management, Process Improvement, Financial Analysis, Finance, Loans
Education
Century College
Twin Cities, MN
Office Operations, Field of Study
Tom Kleptz's US Bank, NA Experience 1988 - 2009
Job Principal at Turnstone Financial
Industry Financial Services
Experience
Turnstone Financial June 2010 - Present
U.S. Bank, N.A. 1988 - 2009
Education
Indiana University Bloomington
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Finance
Northmont High School
Turnstone Financial June 2010 - Present
U.S. Bank, N.A. 1988 - 2009
Education
Indiana University Bloomington
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Finance
Northmont High School
Victor Osorio's US Bank, NA Experience May 2002 - June 2004
Job Analyst to the Assistant Deputy Comptroller / National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency October 2012 - Present
Office of the Comptroller of the Currency June 2004 - Present
US Bank, NA May 2002 - June 2004
Skills
Banking, Credit, Financial Risk, Credit Analysis, Credit Risk, Loans, Financial Regulation, Financial Institutions, Commercial Lending, Bank Secrecy Act, Risk Management, Interest Rate Risk..., Finance, Internal Audit, Liquidity Risk, AML
Education
Western Kentucky University 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of South Florida 1998 — 2000
Bachelor of Business Administration (BBA), Marketing and Finance
Florida College 1996 — 1998
Associate's degree, Business Administration and Management, General
Office of the Comptroller of the Currency October 2012 - Present
Office of the Comptroller of the Currency June 2004 - Present
US Bank, NA May 2002 - June 2004
Skills
Banking, Credit, Financial Risk, Credit Analysis, Credit Risk, Loans, Financial Regulation, Financial Institutions, Commercial Lending, Bank Secrecy Act, Risk Management, Interest Rate Risk..., Finance, Internal Audit, Liquidity Risk, AML
Education
Western Kentucky University 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of South Florida 1998 — 2000
Bachelor of Business Administration (BBA), Marketing and Finance
Florida College 1996 — 1998
Associate's degree, Business Administration and Management, General
Elise Coombs Elise Coombs's US Bank, NA Experience October 2006 - November 2007
Job Mortgage Loan Processor at Bell Mortgage, a Division of Bell State Bank & Trust
Industry Banking
Experience
Bell Mortgage, a Division of Bell State Bank & Trust August 2015 - Present
Ellie Mae June 2014 - July 2015
Wells Fargo Home Mortgage April 2013 - June 2014
Wells Fargo December 2010 - April 2013
The Wild Onion May 2003 - October 2012
Patterson Companies November 2007 - June 2010
US Bank N.A October 2006 - November 2007
Centennial Mortgage and Funding March 2004 - October 2006
Perkins Restaurant January 1993 - April 2005
Common Sense Mortgage January 1999 - April 2004
Skills
Typing, Organization, Microsoft Office, Microsoft Excel, Microsoft Word, Military, Customer Service, Credit, Dedicated Professional, Work Ethic, Mortgage Lending, Mortgage Banking, Management, Process Improvement
Education
Minnesota School of Business 2009 — 2013
B.A, Business Management/Marketing
Century College 2005 — 2005
General Studies
Tartan High School 1986 — 1989
General Education Diploma, General Studies
Bell Mortgage, a Division of Bell State Bank & Trust August 2015 - Present
Ellie Mae June 2014 - July 2015
Wells Fargo Home Mortgage April 2013 - June 2014
Wells Fargo December 2010 - April 2013
The Wild Onion May 2003 - October 2012
Patterson Companies November 2007 - June 2010
US Bank N.A October 2006 - November 2007
Centennial Mortgage and Funding March 2004 - October 2006
Perkins Restaurant January 1993 - April 2005
Common Sense Mortgage January 1999 - April 2004
Skills
Typing, Organization, Microsoft Office, Microsoft Excel, Microsoft Word, Military, Customer Service, Credit, Dedicated Professional, Work Ethic, Mortgage Lending, Mortgage Banking, Management, Process Improvement
Education
Minnesota School of Business 2009 — 2013
B.A, Business Management/Marketing
Century College 2005 — 2005
General Studies
Tartan High School 1986 — 1989
General Education Diploma, General Studies
David Bangs David Bangs's US Bank, NA Experience August 2011 - Present
Job Senior Vice President and Division Head at U.S. Bank N.A.
Industry Investment Management
Experience
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
Lisa Sowder Lisa Sowder's US Bank, NA Experience April 2001 - September 2004
Job Manager, Escrow/Insurance Operations
Industry Real Estate
Experience
The Money Source, Servicing Division March 2015 - Present
MB Financial Bank Mortgage formerly Cole Taylor Mortgage October 2013 - March 2015
Wells Fargo Home Mortgage November 2012 - October 2013
First American Title April 2012 - November 2012
Chase September 2010 - April 2012
Phoenix Asset Management January 2007 - August 2010
Accutitle Agency (Lerner, Sampson, & Rothfuss) September 2004 - September 2006
US Bank, NA April 2001 - September 2004
Traveler’s Bank & Trust September 2000 - March 2001
National City Bank September 1998 - September 2000
Skills
REO, Foreclosures, Loans, Evictions, FHA, Real Estate Transactions, Short Sales, Real Estate, Referrals, Mortgage Lending, Residential Homes, Investment Properties, Investments, Customer Service, Sales, Microsoft Office, Property Management, First Time Home Buyers, Relocation, Sellers, Registered Vendor in..., HUD, Refinance, Loan Servicing, Default Loan Servicing, Change Management, Operations Analysis
Education
University of Cincinnati 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of Cincinnati 2008 — 2010
AA, Psychology
The Money Source, Servicing Division March 2015 - Present
MB Financial Bank Mortgage formerly Cole Taylor Mortgage October 2013 - March 2015
Wells Fargo Home Mortgage November 2012 - October 2013
First American Title April 2012 - November 2012
Chase September 2010 - April 2012
Phoenix Asset Management January 2007 - August 2010
Accutitle Agency (Lerner, Sampson, & Rothfuss) September 2004 - September 2006
US Bank, NA April 2001 - September 2004
Traveler’s Bank & Trust September 2000 - March 2001
National City Bank September 1998 - September 2000
Skills
REO, Foreclosures, Loans, Evictions, FHA, Real Estate Transactions, Short Sales, Real Estate, Referrals, Mortgage Lending, Residential Homes, Investment Properties, Investments, Customer Service, Sales, Microsoft Office, Property Management, First Time Home Buyers, Relocation, Sellers, Registered Vendor in..., HUD, Refinance, Loan Servicing, Default Loan Servicing, Change Management, Operations Analysis
Education
University of Cincinnati 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of Cincinnati 2008 — 2010
AA, Psychology
Callan Yeoman Callan Yeoman's US Bank, NA Experience August 2001 - August 2006
Job Director of Investor Relations, Tax Credit Syndications
Industry Banking
Experience
U.S. Bank, N.A., Community Development Corporation April 2011 - Present
Armstrong Teasdale LLP April 2009 - April 2011
U.S. Bank, N.A. August 2001 - August 2006
Skills
Bankruptcy, Commercial Lending, Litigation, Commercial Litigation, Real Estate Transactions, Real Estate, Strategic Planning, Mergers, Due Diligence, Corporate Law
Education
Saint Louis University School of Law 2005 — 2008
Doctor of Law (JD)
Western Kentucky University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
U.S. Bank, N.A., Community Development Corporation April 2011 - Present
Armstrong Teasdale LLP April 2009 - April 2011
U.S. Bank, N.A. August 2001 - August 2006
Skills
Bankruptcy, Commercial Lending, Litigation, Commercial Litigation, Real Estate Transactions, Real Estate, Strategic Planning, Mergers, Due Diligence, Corporate Law
Education
Saint Louis University School of Law 2005 — 2008
Doctor of Law (JD)
Western Kentucky University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Bill Pickerill's US Bank, NA Experience May 1996 - Present
Job Account Executive CARQUEST Auto Parts
Industry Automotive
Experience
CARQUEST Auto Parts March 2014 - Present
Homestead LASERWASH May 2004 - Present
US Bank, NA May 1996 - Present
LEXUS Store of Lexington June 2013 - March 2014
Heartland Payment Systems February 2012 - November 2012
Westlake Financial Services July 2011 - March 2012
Pickerill Motor Company, Inc May 1995 - May 2011
CARQUEST May 1982 - May 1995
Skills
Heartland Enrollment..., Sales Management, New Business Development, Credit, Retail, Team Building, Marketing, Forecasting, B2B, Account Management, Marketing Strategy, Strategic Planning, Operations Management, Portfolio Management, Profit, Sales, Banking, Recruiting, Customer Satisfaction, Loans, Finance, Sales Process, Automotive, Customer Service, Team Leadership, Leadership, Customer Retention, Human Resources, Negotiation, Process Improvement, Management, Inventory Management, Cold Calling, Business Planning, Direct Sales, Business Development, Selling, Purchasing, Small Business, Budgets, Contract Negotiation, Executive Management, Pricing, Start-ups, Strategy, Training, Sales Operations, P&L Management, Business Strategy, Income Statement
Education
University of Kentucky 1980 — 1984
None, Business
Marion County High School 1977 — 1980
Diploma, General Studies
CARQUEST Auto Parts March 2014 - Present
Homestead LASERWASH May 2004 - Present
US Bank, NA May 1996 - Present
LEXUS Store of Lexington June 2013 - March 2014
Heartland Payment Systems February 2012 - November 2012
Westlake Financial Services July 2011 - March 2012
Pickerill Motor Company, Inc May 1995 - May 2011
CARQUEST May 1982 - May 1995
Skills
Heartland Enrollment..., Sales Management, New Business Development, Credit, Retail, Team Building, Marketing, Forecasting, B2B, Account Management, Marketing Strategy, Strategic Planning, Operations Management, Portfolio Management, Profit, Sales, Banking, Recruiting, Customer Satisfaction, Loans, Finance, Sales Process, Automotive, Customer Service, Team Leadership, Leadership, Customer Retention, Human Resources, Negotiation, Process Improvement, Management, Inventory Management, Cold Calling, Business Planning, Direct Sales, Business Development, Selling, Purchasing, Small Business, Budgets, Contract Negotiation, Executive Management, Pricing, Start-ups, Strategy, Training, Sales Operations, P&L Management, Business Strategy, Income Statement
Education
University of Kentucky 1980 — 1984
None, Business
Marion County High School 1977 — 1980
Diploma, General Studies
Valerie Fambrough's US Bank, NA Experience September 2014 - Present
Job Mortgage Loan Purchase Specialist II at U.S. Bank, N.A.
Industry Commercial Real Estate
Experience
U.S. Bank, N.A. September 2014 - Present
Capstone Realty Advisors, LLC (National City Bank) January 2009 - July 2009
Capstone Realty Advisors, LLC (National City Bank) April 2005 - July 2009
Legacy Communications, LLC July 1996 - February 2008
Capstone Realty Advisors, LLC January 2003 - April 2005
Kelly Services (Capstone Realty Advisors, LLC) June 2002 - January 2003
Skills
Accounts Payable, Outlook, Typing, Microsoft Word, Microsoft Excel, QuickBooks, Management, Journal Entries, Bank Reconciliation, Accounting, Financial Reporting, Financial Statements, General Ledger, Finance, Credit
Education
David N. Myers University 1993 — 1995
BS, Accounting
U.S. Bank, N.A. September 2014 - Present
Capstone Realty Advisors, LLC (National City Bank) January 2009 - July 2009
Capstone Realty Advisors, LLC (National City Bank) April 2005 - July 2009
Legacy Communications, LLC July 1996 - February 2008
Capstone Realty Advisors, LLC January 2003 - April 2005
Kelly Services (Capstone Realty Advisors, LLC) June 2002 - January 2003
Skills
Accounts Payable, Outlook, Typing, Microsoft Word, Microsoft Excel, QuickBooks, Management, Journal Entries, Bank Reconciliation, Accounting, Financial Reporting, Financial Statements, General Ledger, Finance, Credit
Education
David N. Myers University 1993 — 1995
BS, Accounting
Brian Curry's US Bank, NA Experience July 2004 - May 2007
Job Senior Vice President and Deputy Chief Credit Officer at First Western Trust
Industry Banking
Experience
First Western Trust October 2012 - April 2015
First-Citizens Bank and Trust Company October 2009 - October 2012
Bank of the West June 2007 - October 2009
U.S. Bank, N.A. July 2004 - May 2007
Office of the Comptroller of the Currency 1983 - 1985
Skills
Credit Risk, Process Improvement, Credit, Commercial Lending, Underwriting, Finance, Loans, Executive Management, Financial Risk, Portfolio Management, Analysis, Due Diligence, Relationship Management, Financial Analysis, Risk Management, Commercial Banking, Mergers & Acquisitions, Credit Analysis, Banking, Small Business Lending, Loan Origination, Management
Education
University of Colorado at Boulder 1997 — 1998
Master of Science (M.S.), Finance, 3.85
University of Colorado at Boulder 1979 — 1982
Bachelor of Science (B.S.), Finance, 3.8
First Western Trust October 2012 - April 2015
First-Citizens Bank and Trust Company October 2009 - October 2012
Bank of the West June 2007 - October 2009
U.S. Bank, N.A. July 2004 - May 2007
Office of the Comptroller of the Currency 1983 - 1985
Skills
Credit Risk, Process Improvement, Credit, Commercial Lending, Underwriting, Finance, Loans, Executive Management, Financial Risk, Portfolio Management, Analysis, Due Diligence, Relationship Management, Financial Analysis, Risk Management, Commercial Banking, Mergers & Acquisitions, Credit Analysis, Banking, Small Business Lending, Loan Origination, Management
Education
University of Colorado at Boulder 1997 — 1998
Master of Science (M.S.), Finance, 3.85
University of Colorado at Boulder 1979 — 1982
Bachelor of Science (B.S.), Finance, 3.8
Navneet Khanna (navneet_khanna@yahoo.com)'s US Bank, NA Experience June 2008 - Present
Job Vice President Corporate Banking at U.S. BANK NA
Industry Banking
Experience
U.S. BANK NA June 2008 - Present
Bank of America December 2006 - May 2008
DEUTSCHE BANK AG March 2004 - December 2006
SUMITOMO MITSUI BANKING CORPORATION, May 2000 - March 2004
IDBI BANK LIMITED, BOMBAY, INDIA February 1996 - May 2000
SBI COMMERCIAL & INTERNATIONAL BANK LIMITED. BOMBAY, INDIA September 1994 - January 1996
Skills
Banking, Credit, Credit Analysis, Risk Management, Investment Banking, Commercial Banking, Finance, Loans, Mergers & Acquisitions, Relationship Management, Trade Finance, Financial Services, Cash Management, Due Diligence, Analysis, Capital Markets, Credit Risk, Cross Selling, Financial Risk, Loan Origination, Portfolio Management, Treasury Management
Education
École des Ponts Business School 1992 — 1994
MBA, International Finance
University of Bombay 1989 — 1991
Master of Management Studies (Finance) -, Accounting and Finance
U.S. BANK NA June 2008 - Present
Bank of America December 2006 - May 2008
DEUTSCHE BANK AG March 2004 - December 2006
SUMITOMO MITSUI BANKING CORPORATION, May 2000 - March 2004
IDBI BANK LIMITED, BOMBAY, INDIA February 1996 - May 2000
SBI COMMERCIAL & INTERNATIONAL BANK LIMITED. BOMBAY, INDIA September 1994 - January 1996
Skills
Banking, Credit, Credit Analysis, Risk Management, Investment Banking, Commercial Banking, Finance, Loans, Mergers & Acquisitions, Relationship Management, Trade Finance, Financial Services, Cash Management, Due Diligence, Analysis, Capital Markets, Credit Risk, Cross Selling, Financial Risk, Loan Origination, Portfolio Management, Treasury Management
Education
École des Ponts Business School 1992 — 1994
MBA, International Finance
University of Bombay 1989 — 1991
Master of Management Studies (Finance) -, Accounting and Finance
Joe Storer's US Bank, NA Experience December 1997 - November 2005
Job
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
JPMorgan Chase October 2010 - January 2012
JP Morgan Chase 2006 - October 2010
US Bank, NA December 1997 - November 2005
Goal Systems International 1983 - 1987
Skills
PM Team Lead, Resource Management, Project Portfolio...
Education
Keller Graduate School of Management 2002 — 2004
Masters
The Ohio State University 1977 — 1982
BA
JPMorgan Chase January 2012 - Present
JPMorgan Chase October 2010 - January 2012
JP Morgan Chase 2006 - October 2010
US Bank, NA December 1997 - November 2005
Goal Systems International 1983 - 1987
Skills
PM Team Lead, Resource Management, Project Portfolio...
Education
Keller Graduate School of Management 2002 — 2004
Masters
The Ohio State University 1977 — 1982
BA
Jason Gregory's US Bank, NA Experience 2003 - Present
Job
Industry Banking
Experience
US Bank N.A. 2003 - Present
Skills
Bonds, Relationship Management, Team Leadership, Banking, Corporate Trust, Securitization, Structured Finance, Financial Services, Capital Markets, Corporate Finance, Management, Trust Services, Strategic Planning, Liquidity, Relationship Marketing, Building Relationships, Customer Retention, Municipalities, Marketing, Credit, CDO, Trustee, Account Management, Investment Banking, Software Documentation, Municipal Bonds, Fixed Income, Trusts, Procurement, Credit Analysis, Investments, Risk Management, Municipal, Documentation, Relationship Development, Client Relationship..., Client Retention, Project Support, Tenders, Tender Process, Remarketing
Education
Pacific Coast Banking School 2015 — 2017
Academy of Art University 2012 — 2013
Professional Certificate
Bentley University 1992 — 1996
B.S.
US Bank N.A. 2003 - Present
Skills
Bonds, Relationship Management, Team Leadership, Banking, Corporate Trust, Securitization, Structured Finance, Financial Services, Capital Markets, Corporate Finance, Management, Trust Services, Strategic Planning, Liquidity, Relationship Marketing, Building Relationships, Customer Retention, Municipalities, Marketing, Credit, CDO, Trustee, Account Management, Investment Banking, Software Documentation, Municipal Bonds, Fixed Income, Trusts, Procurement, Credit Analysis, Investments, Risk Management, Municipal, Documentation, Relationship Development, Client Relationship..., Client Retention, Project Support, Tenders, Tender Process, Remarketing
Education
Pacific Coast Banking School 2015 — 2017
Academy of Art University 2012 — 2013
Professional Certificate
Bentley University 1992 — 1996
B.S.
Joel Bruner, MBA's US Bank, NA Experience June 1997 - June 1999
Job Management Consultant at Chicago Transit Authority
Industry Telecommunications
Experience
Chicago Transit Authority December 2013 - Present
BEJED, Inc. February 2007 - September 2012
Ramekins Cafe and Gifts September 2005 - February 2007
AIW, Inc. June 1999 - February 2003
US BANK NA June 1997 - June 1999
Hollywood Entertainment October 1996 - June 1997
Hollywood Entertainment October 1995 - June 1996
Skills
Customer Relations, Customer Service, Inventory Management, Purchasing, Supervisory Skills, Accounting, Payroll Administration, Bookkeeping, Quickbooks, Excel, Access, Word, PowerPoint, Microsoft Excel, QuickBooks, Microsoft Word, Management, Program Management, Training, Leadership, Business Development, Process Improvement
Education
Willamette University - Atkinson Graduate School of Management 2008 — 2010
MBA
Portland State University 2005 — 2006
BA, Sociology
University of Oregon 1989 — 1994
BA, Political Science
Grant High School 1986 — 1988
Chicago Transit Authority December 2013 - Present
BEJED, Inc. February 2007 - September 2012
Ramekins Cafe and Gifts September 2005 - February 2007
AIW, Inc. June 1999 - February 2003
US BANK NA June 1997 - June 1999
Hollywood Entertainment October 1996 - June 1997
Hollywood Entertainment October 1995 - June 1996
Skills
Customer Relations, Customer Service, Inventory Management, Purchasing, Supervisory Skills, Accounting, Payroll Administration, Bookkeeping, Quickbooks, Excel, Access, Word, PowerPoint, Microsoft Excel, QuickBooks, Microsoft Word, Management, Program Management, Training, Leadership, Business Development, Process Improvement
Education
Willamette University - Atkinson Graduate School of Management 2008 — 2010
MBA
Portland State University 2005 — 2006
BA, Sociology
University of Oregon 1989 — 1994
BA, Political Science
Grant High School 1986 — 1988
Richard Merritt's US Bank, NA Experience January 1991 - March 1993
Job Technology Relationship Manager
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wells Fargo Bank March 2001 - September 2008
Ajilon Consulting June 1997 - March 2001
TDS March 1993 - May 1997
US Bank N.A January 1991 - March 1993
Skills
Banking, Call Center, Business Process, IVR, CTI, Management, Call Centers, CRM, Management Consulting, Business Analysis, Visio, Process Improvement, Integration, Requirements Analysis, Business Process..., Risk Management, Leadership, Requirements Gathering, Business Requirements
Education
University of Minnesota-Twin Cities 1973 — 1978
BS Business Administration, Accounting, Psychology
Wells Fargo 2009 - Present
Wells Fargo Bank March 2001 - September 2008
Ajilon Consulting June 1997 - March 2001
TDS March 1993 - May 1997
US Bank N.A January 1991 - March 1993
Skills
Banking, Call Center, Business Process, IVR, CTI, Management, Call Centers, CRM, Management Consulting, Business Analysis, Visio, Process Improvement, Integration, Requirements Analysis, Business Process..., Risk Management, Leadership, Requirements Gathering, Business Requirements
Education
University of Minnesota-Twin Cities 1973 — 1978
BS Business Administration, Accounting, Psychology
Francine Thompson's US Bank, NA Experience December 2003 - Present
Job Trust Officer at US Bank N.A.
Industry Financial Services
Experience
US Bank N.A. December 2003 - Present
State Street Bank January 1999 - December 2003
Fleet Bank May 1996 - December 1998
Cochituate Cooperative Homes September 1990 - March 1996
Education
The Johns Hopkins University 2015 — 2015
Certificate of Completion, Assisting Individuals in Crisis
University of Maryland Baltimore County 2015 — 2015
Certificate of Completion, Group Crisis Intervention
Gordon Conwell Theological Seminary 2013 — 2015
Diploma in Urban Church Ministry Program, Pre-Degree Equivalency in Theology
International Fellowship of Chaplains, Inc. 2013 — 2013
Certificate of Completion, Chaplaincy
Ezra School of Apologetics 2011 — 2013
Certificate in Apologetics, Theology/Theological Studies
Boston Christian Academy 2007 — 2009
Christian Education, Religion
Springfield College 2003 — 2008
Human Services, General
Massachusetts Bay Community College 1996 — 1997
Certificate, Computerized Accounting
US Bank N.A. December 2003 - Present
State Street Bank January 1999 - December 2003
Fleet Bank May 1996 - December 1998
Cochituate Cooperative Homes September 1990 - March 1996
Education
The Johns Hopkins University 2015 — 2015
Certificate of Completion, Assisting Individuals in Crisis
University of Maryland Baltimore County 2015 — 2015
Certificate of Completion, Group Crisis Intervention
Gordon Conwell Theological Seminary 2013 — 2015
Diploma in Urban Church Ministry Program, Pre-Degree Equivalency in Theology
International Fellowship of Chaplains, Inc. 2013 — 2013
Certificate of Completion, Chaplaincy
Ezra School of Apologetics 2011 — 2013
Certificate in Apologetics, Theology/Theological Studies
Boston Christian Academy 2007 — 2009
Christian Education, Religion
Springfield College 2003 — 2008
Human Services, General
Massachusetts Bay Community College 1996 — 1997
Certificate, Computerized Accounting
Beck, Rachel's US Bank, NA Experience Account Manager - Retirement ServicesStanton GroupJanuary 1996 - April 2006
Job Asst Vice PresidentInst Trust & Custody Acct Mgr at U.S. Bank, N.A.
Industry Banking
Experience
U.S. Bank, N.A. Account Manager - Retirement ServicesStanton GroupJanuary 1996 - April 2006
Education
Cardinal Stritch University 2005 — 2008
U.S. Bank, N.A. Account Manager - Retirement ServicesStanton GroupJanuary 1996 - April 2006
Education
Cardinal Stritch University 2005 — 2008
Jason Langkopf's US Bank, NA Experience January 2008 - October 2008
Job Data Operations Manager at Lewtan Technologies
Industry Financial Services
Experience
Lewtan Technologies April 2009 - Present
US Bank NA January 2008 - October 2008
Skills
Equities, Fixed Income, Business Analysis, Financial Services, Banking, SDLC, Management, Process Improvement, Business Requirements, Analysis, Finance, Securities, Investments, Project Management, Portfolio Management, Requirements Gathering, Asset Management, Bonds, Data Analysis, Leadership, Change Management, SQL, Requirements Analysis, Management Consulting, Credit Risk, Mutual Funds, Analytics, VBA, CRM, Corporate Actions, Software Project..., Program Management, Structured Finance, Derivatives, Credit, Bloomberg, Vendor Management, Financial Analysis, Structured Products, Integration, Access, Financial Modeling, Product Management, Financial Markets, Software Documentation, SAS, Capital Markets, Credit Derivatives, Hedge Funds
Education
Framingham State University 1989 — 1994
Lewtan Technologies April 2009 - Present
US Bank NA January 2008 - October 2008
Skills
Equities, Fixed Income, Business Analysis, Financial Services, Banking, SDLC, Management, Process Improvement, Business Requirements, Analysis, Finance, Securities, Investments, Project Management, Portfolio Management, Requirements Gathering, Asset Management, Bonds, Data Analysis, Leadership, Change Management, SQL, Requirements Analysis, Management Consulting, Credit Risk, Mutual Funds, Analytics, VBA, CRM, Corporate Actions, Software Project..., Program Management, Structured Finance, Derivatives, Credit, Bloomberg, Vendor Management, Financial Analysis, Structured Products, Integration, Access, Financial Modeling, Product Management, Financial Markets, Software Documentation, SAS, Capital Markets, Credit Derivatives, Hedge Funds
Education
Framingham State University 1989 — 1994
Scott Burgin's US Bank, NA Experience 1996 - Present
Job Risk Manager Healthcare and Food Industries Lending Divisions
Industry Banking
Experience
US Bank 1996 - Present
U.S. Bank, N.A. 1996 - Present
Education
Ashland University 1988 — 1992
Bachelor of Arts (B.A.)
The Ohio State University
Master of Arts (M.A.)
US Bank 1996 - Present
U.S. Bank, N.A. 1996 - Present
Education
Ashland University 1988 — 1992
Bachelor of Arts (B.A.)
The Ohio State University
Master of Arts (M.A.)
Anita E Ruffin, MBA's US Bank, NA Experience September 2013 - Present
Job Assistant Vice President Corp TrustGSF/Project Manager at US Bank NA
Industry Banking
Experience
US Bank NA September 2013 - Present
Ohio School Boards Association 2010 - Present
U.S. Bank September 2006 - September 2013
U.S. Bank November 2001 - September 2006
Huntington National Bank 1997 - 1999
Huntington National Bank 1997 - 1999
Skills
Banking, Cash Management, Financial Analysis, Private Banking, Treasury Management, Finance, Asset Management, Relationship Management, Financial Risk, Financial Services, Wealth Management...
Education
Indiana Wesleyan 2005 — 2007
MBA-, Accounting
Miami University 1985 — 1989
BA, Public Administration
US Bank NA September 2013 - Present
Ohio School Boards Association 2010 - Present
U.S. Bank September 2006 - September 2013
U.S. Bank November 2001 - September 2006
Huntington National Bank 1997 - 1999
Huntington National Bank 1997 - 1999
Skills
Banking, Cash Management, Financial Analysis, Private Banking, Treasury Management, Finance, Asset Management, Relationship Management, Financial Risk, Financial Services, Wealth Management...
Education
Indiana Wesleyan 2005 — 2007
MBA-, Accounting
Miami University 1985 — 1989
BA, Public Administration
Rodrick Johnson's US Bank, NA Experience January 2010 - June 2012
Job Compliance Forensic Analyst/ Quality Assurance Auditor/ Mortgage Consultant
Industry Banking
Experience
Wells Fargo Home Mortgage June 2012 - Present
U.S. Bank N.A. January 2010 - June 2012
Wells Fargo April 2001 - December 2009
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Loss Mitigation, Credit, Refinance, Mortgage Underwriting, Loan Origination, Credit Analysis, Credit Risk, Consumer Lending, Loan Servicing, FHA, Mortgage Servicing, Banking, Risk Management, Non-Conforming, Home Equity Lines of..., Asset Managment, Debt Consolidation, Home Equity, Foreclosures, Lines Of Credit, Mortgage Marketing, Home Equity Loans, USDA, VA loans, Reverse Mortgages, Portfolio Management, Commercial Mortgages, Financial Risk, Small Business Lending, Underwriting, FHA financing, Construction Loans, Commercial Lending, Funding, Real Estate Financing, Certified Mortgage..., Financial Structuring, Government Loans, Loan Modifications
Education
Saint Louis University
Bachelor of Applied Science (B.A.Sc.), marketing
Wells Fargo Home Mortgage June 2012 - Present
U.S. Bank N.A. January 2010 - June 2012
Wells Fargo April 2001 - December 2009
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Loss Mitigation, Credit, Refinance, Mortgage Underwriting, Loan Origination, Credit Analysis, Credit Risk, Consumer Lending, Loan Servicing, FHA, Mortgage Servicing, Banking, Risk Management, Non-Conforming, Home Equity Lines of..., Asset Managment, Debt Consolidation, Home Equity, Foreclosures, Lines Of Credit, Mortgage Marketing, Home Equity Loans, USDA, VA loans, Reverse Mortgages, Portfolio Management, Commercial Mortgages, Financial Risk, Small Business Lending, Underwriting, FHA financing, Construction Loans, Commercial Lending, Funding, Real Estate Financing, Certified Mortgage..., Financial Structuring, Government Loans, Loan Modifications
Education
Saint Louis University
Bachelor of Applied Science (B.A.Sc.), marketing
Bryan Rantala's US Bank, NA Experience August 2001 - February 2004
Job Retirement Counselor at State of Minnesota
Industry Government Administration
Experience
State of Minnesota March 2004 - Present
US Bank, NA August 2001 - February 2004
Education
The College of St. Scholastica 1993 — 1997
J.F. Kennedy H.S. 1987 — 1993
State of Minnesota March 2004 - Present
US Bank, NA August 2001 - February 2004
Education
The College of St. Scholastica 1993 — 1997
J.F. Kennedy H.S. 1987 — 1993
Ron Baalmann's US Bank, NA Experience June 2010 - June 2011
Job Retiree
Industry Banking
Experience
US Bank, N.A. June 2010 - June 2011
Skills
Credit, Loans, Banking, Commercial Lending, Consumer Lending, Financial Analysis, Relationship Management, Credit Analysis, Commercial Banking, Risk Management, Portfolio Management, Finance, Small Business Lending, Mortgage Lending, Underwriting, Insurance, Loan Origination, Sales, Leadership, Retail Banking, Business Development, Team Building, Process Improvement, Sales Management, New Business Development, Customer Satisfaction, Negotiation, Forecasting, Business Planning, Customer Service, Selling, Strategic Planning, Pricing
Education
University of Missouri-Saint Louis 1973 — 1975
US Bank, N.A. June 2010 - June 2011
Skills
Credit, Loans, Banking, Commercial Lending, Consumer Lending, Financial Analysis, Relationship Management, Credit Analysis, Commercial Banking, Risk Management, Portfolio Management, Finance, Small Business Lending, Mortgage Lending, Underwriting, Insurance, Loan Origination, Sales, Leadership, Retail Banking, Business Development, Team Building, Process Improvement, Sales Management, New Business Development, Customer Satisfaction, Negotiation, Forecasting, Business Planning, Customer Service, Selling, Strategic Planning, Pricing
Education
University of Missouri-Saint Louis 1973 — 1975
Sheryl Krocek's US Bank, NA Experience 1983 - 2009
Job Account Executive at U.S. Bank Home Mortgage
Industry Banking
Experience
U.S. Bank Home Mortgage January 1990 - Present
US Bank Home Mortgage 1983 - Present
U.S. Bank Home Mortgage 1983 - Present
US Bank, NA 1983 - 2009
The Leader Mortgage Company 2000 - 2004
Skills
Credit, Mortgage Banking, Loans, Mortgage Lending, Credit Analysis, Loan Origination, FHA, Underwriting, Banking, Relationship Management, Portfolio Management, Residential Mortgages, Financial Analysis
Education
Cleveland State University 1981 — 1983
Master's Degree, Music Performance
The University of Akron 1977 — 1981
Bachelor's Degree, Music Performance
U.S. Bank Home Mortgage January 1990 - Present
US Bank Home Mortgage 1983 - Present
U.S. Bank Home Mortgage 1983 - Present
US Bank, NA 1983 - 2009
The Leader Mortgage Company 2000 - 2004
Skills
Credit, Mortgage Banking, Loans, Mortgage Lending, Credit Analysis, Loan Origination, FHA, Underwriting, Banking, Relationship Management, Portfolio Management, Residential Mortgages, Financial Analysis
Education
Cleveland State University 1981 — 1983
Master's Degree, Music Performance
The University of Akron 1977 — 1981
Bachelor's Degree, Music Performance
Brent Riesenberger's US Bank, NA Experience 1996 - 2004
Job Risk Manager, Repurchases at First Guaranty Mortgage Corporation®
Industry Banking
Experience
First Guaranty Mortgage Corporation® July 2015 - Present
Chase January 2013 - July 2015
HPSA 2008 - 2012
Ownit Mortgage Solutions 2004 - 2006
U.S. Bank N.A. 1996 - 2004
Skills
Mortgage Lending, Loans, Leadership, FHA financing, Mortgage Banking, Sales, Banking, Credit Analysis, Loan Origination, Underwriting, VA loans, FHA, Credit, Residential Mortgages, Refinance, Small Business Lending, Mortgage Servicing
Education
University of Cincinnati College of Business 1989 — 1992
Archbishop Moeller High School
First Guaranty Mortgage Corporation® July 2015 - Present
Chase January 2013 - July 2015
HPSA 2008 - 2012
Ownit Mortgage Solutions 2004 - 2006
U.S. Bank N.A. 1996 - 2004
Skills
Mortgage Lending, Loans, Leadership, FHA financing, Mortgage Banking, Sales, Banking, Credit Analysis, Loan Origination, Underwriting, VA loans, FHA, Credit, Residential Mortgages, Refinance, Small Business Lending, Mortgage Servicing
Education
University of Cincinnati College of Business 1989 — 1992
Archbishop Moeller High School
greger svensson's US Bank, NA Experience December 2008 - Present
Job Private Banking Relationship Manager
Industry Financial Services
Experience
U.S. Bank NA December 2008 - Present
US Bank NA March 2005 - November 2008
JP Morgan Chase (previous Bank One) September 2003 - February 2005
Skills
Private Banking, Commercial Banking, Asset Allocation, Banking, Wealth Management..., Portfolio Management, Financial Advisory, Wealth Management, Loans, Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Credit Analysis, Retail Banking, Investments
Education
North Park University 2000 — 2002
BS, Finance
HLK University - Jonkoping Sweden 1995 — 1998
Bachelor's Degree, Teacher, Within grammar school (6-9year old)
U.S. Bank NA December 2008 - Present
US Bank NA March 2005 - November 2008
JP Morgan Chase (previous Bank One) September 2003 - February 2005
Skills
Private Banking, Commercial Banking, Asset Allocation, Banking, Wealth Management..., Portfolio Management, Financial Advisory, Wealth Management, Loans, Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Credit Analysis, Retail Banking, Investments
Education
North Park University 2000 — 2002
BS, Finance
HLK University - Jonkoping Sweden 1995 — 1998
Bachelor's Degree, Teacher, Within grammar school (6-9year old)
Mollie Mucker's US Bank, NA Experience January 2004 - December 2005
Job Project Manager with FRB Richmond / Fahrenheit Technology
Industry Information Technology and Services
Experience
Global Employment Solutions August 2013 - Present
netPolarity June 2012 - July 2013
Capital One July 2011 - March 2012
Wells Fargo Advisors January 2011 - July 2011
Capital One July 2008 - November 2010
1st National Bank of Arizona January 2006 - January 2008
US Bank, NA January 2004 - December 2005
Washington Mutual May 2002 - October 2002
Bank One (Now Chase), Chicago, IL January 1998 - December 2001
1st National Bank of Chicago (Merged with Chase), Chicago, IL December 1993 - December 1998
Skills
Process Improvement, Vendor Management, Program Management, Change Management, Clarity, Project Portfolio..., Wire Transfer Operations, Mortgage Custody and..., PayPlus USA, MS Project, MS Office Suite, Visio, Analysis, Budgeting, Banking, Federal Reserve Banks, Project Management, Financial Services, Quality Assurance, Integration, PMO, Business Analysis, Security, Software Documentation, Federal Reserve, Budgets, Mortgage Lending, Business Process, Testing, Management
Education
University of Richmond 1978 — 1983
Business Administration / Systems, 3.95
Old Dominion University 1968 — 1969
Special Education / Economics, 2.00
University of Phoenix
Bachelor of Science Degree in Business/E-Business, 3.98
Global Employment Solutions August 2013 - Present
netPolarity June 2012 - July 2013
Capital One July 2011 - March 2012
Wells Fargo Advisors January 2011 - July 2011
Capital One July 2008 - November 2010
1st National Bank of Arizona January 2006 - January 2008
US Bank, NA January 2004 - December 2005
Washington Mutual May 2002 - October 2002
Bank One (Now Chase), Chicago, IL January 1998 - December 2001
1st National Bank of Chicago (Merged with Chase), Chicago, IL December 1993 - December 1998
Skills
Process Improvement, Vendor Management, Program Management, Change Management, Clarity, Project Portfolio..., Wire Transfer Operations, Mortgage Custody and..., PayPlus USA, MS Project, MS Office Suite, Visio, Analysis, Budgeting, Banking, Federal Reserve Banks, Project Management, Financial Services, Quality Assurance, Integration, PMO, Business Analysis, Security, Software Documentation, Federal Reserve, Budgets, Mortgage Lending, Business Process, Testing, Management
Education
University of Richmond 1978 — 1983
Business Administration / Systems, 3.95
Old Dominion University 1968 — 1969
Special Education / Economics, 2.00
University of Phoenix
Bachelor of Science Degree in Business/E-Business, 3.98
Brian M. Levine's US Bank, NA Experience August 2003 - December 2006
Job Senior Finance Executive
Industry Capital Markets
Experience
BOFI Federal Bank November 2011 - April 2013
Mortgage Principal Strategies, LLC February 2011 - November 2011
NOVELLEX CAPITAL MANAGEMENT January 2009 - February 2011
Novellus Capital Management December 2006 - December 2008
U.S. Bank N.A. August 2003 - December 2006
Brentwood Financial Group 1991 - 2001
Skills
Private Equity, Loan Origination, Strategy, Real Estate Economics, Mortgage Lending, Credit, Investments, Valuation, Residential Mortgages, Asset Based Lending, Asset Management, Credit Analysis, Financial Services, Fixed Income
Education
Johnson County Community College
The University of Kansas
BOFI Federal Bank November 2011 - April 2013
Mortgage Principal Strategies, LLC February 2011 - November 2011
NOVELLEX CAPITAL MANAGEMENT January 2009 - February 2011
Novellus Capital Management December 2006 - December 2008
U.S. Bank N.A. August 2003 - December 2006
Brentwood Financial Group 1991 - 2001
Skills
Private Equity, Loan Origination, Strategy, Real Estate Economics, Mortgage Lending, Credit, Investments, Valuation, Residential Mortgages, Asset Based Lending, Asset Management, Credit Analysis, Financial Services, Fixed Income
Education
Johnson County Community College
The University of Kansas
Mark Knutson's US Bank, NA Experience 1984 - 2001
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, a Wells Fargo business April 2012 - Present
Wells Fargo July 2005 - April 2012
US Trust August 2001 - June 2005
US Bank NA 1984 - 2001
Skills
Wealth management, Private Banking, Sales management, Family office services, Wealth Management, Investments, Family Office, Portfolio Management, Asset Allocation, Estate Planning, Alternative Investments, Financial Services, Wealth, Banking, Investment Management
Education
Texas Christian University - M.J. Neeley School of Business 1977 — 1980
BA, Finance
Abbot Downing, a Wells Fargo business April 2012 - Present
Wells Fargo July 2005 - April 2012
US Trust August 2001 - June 2005
US Bank NA 1984 - 2001
Skills
Wealth management, Private Banking, Sales management, Family office services, Wealth Management, Investments, Family Office, Portfolio Management, Asset Allocation, Estate Planning, Alternative Investments, Financial Services, Wealth, Banking, Investment Management
Education
Texas Christian University - M.J. Neeley School of Business 1977 — 1980
BA, Finance
Craig Podratz's US Bank, NA Experience March 2000 - February 2007
Job Assistant Vice President at Central Bank
Industry Banking
Experience
Central Bank June 2008 - Present
Anchor Bank February 2007 - June 2008
US Bank NA March 2000 - February 2007
Education
University of Minnesota-Twin Cities 1988 — 1993
Central Bank June 2008 - Present
Anchor Bank February 2007 - June 2008
US Bank NA March 2000 - February 2007
Education
University of Minnesota-Twin Cities 1988 — 1993
Eureka Herd's US Bank, NA Experience 2007 - Present
Job Branch Manager at Chase Bank
Industry Banking
Experience
U S Bank January 2008 - Present
US Bank, NA 2007 - Present
First Financial Mortgage Services, Inc. January 1992 - December 2006
Skills
Small Business Lending, Loan Servicing, Commercial Lending, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Loan Origination, Mortgage Lending, Retail Banking, Real Estate, Small Business, Branch Management, Consumer Lending, Underwriting, Lines Of Credit, Investment Properties
Education
Baldwin-Wallace College
B.A., Sociology minor in Bus. Management
U S Bank January 2008 - Present
US Bank, NA 2007 - Present
First Financial Mortgage Services, Inc. January 1992 - December 2006
Skills
Small Business Lending, Loan Servicing, Commercial Lending, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Loan Origination, Mortgage Lending, Retail Banking, Real Estate, Small Business, Branch Management, Consumer Lending, Underwriting, Lines Of Credit, Investment Properties
Education
Baldwin-Wallace College
B.A., Sociology minor in Bus. Management
John Sabath's US Bank, NA Experience January 1996 - January 1998
Job Vice President, Regulatory & Operational Risk at GE Capital
Industry Financial Services
Experience
GE Capital January 2014 - Present
Enterprise Risk Advisors, LLC September 2012 - January 2014
First Financial Bank September 2011 - April 2012
First Financial Bank July 2008 - April 2012
First Financial Bank December 2007 - July 2008
First Financial Bank September 2005 - December 2007
Fifth Third Bank March 2003 - September 2005
Federal Reserve Bank of Cleveland October 2002 - March 2004
National City Bank January 1998 - January 2002
US Bank, NA January 1996 - January 1998
Skills
Management, Asset Allocation, Management Consulting, Corporate Governance, Policy, Risk Management, Portfolio Management, Finance, Leadership, Strategy, Financial Analysis, Commercial Banking, Banking, Credit, Credit Analysis, Financial Risk, Financial Services, Operational Risk, Loans
Education
University of Cincinnati
Bachelor of Science, Urban Studies/Affairs & Real Estate
Benedictine University
Master of Business Administration (MBA)
University of Chicago
Executive Leadership
CRCM - Certified Regulatory Compliance Manager
Regulatory Compliance
CFSA - Certified Financial Services Auditor
Graduate School of Retail Bank Management, Consumer Bankers Assoc.
GE Capital January 2014 - Present
Enterprise Risk Advisors, LLC September 2012 - January 2014
First Financial Bank September 2011 - April 2012
First Financial Bank July 2008 - April 2012
First Financial Bank December 2007 - July 2008
First Financial Bank September 2005 - December 2007
Fifth Third Bank March 2003 - September 2005
Federal Reserve Bank of Cleveland October 2002 - March 2004
National City Bank January 1998 - January 2002
US Bank, NA January 1996 - January 1998
Skills
Management, Asset Allocation, Management Consulting, Corporate Governance, Policy, Risk Management, Portfolio Management, Finance, Leadership, Strategy, Financial Analysis, Commercial Banking, Banking, Credit, Credit Analysis, Financial Risk, Financial Services, Operational Risk, Loans
Education
University of Cincinnati
Bachelor of Science, Urban Studies/Affairs & Real Estate
Benedictine University
Master of Business Administration (MBA)
University of Chicago
Executive Leadership
CRCM - Certified Regulatory Compliance Manager
Regulatory Compliance
CFSA - Certified Financial Services Auditor
Graduate School of Retail Bank Management, Consumer Bankers Assoc.
Sheila Chang's US Bank, NA Experience May 2005 - November 2005
Job VP, Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo June 2011 - August 2012
Wells Fargo November 2005 - May 2011
US Bank, N.A. May 2005 - November 2005
US Bank, N.A. November 2003 - May 2005
Skills
Banking, Portfolio Management, Small Business Lending, Analysis, Commercial Lending, Lines Of Credit, Financial Analysis, Customer Service, Credit Analysis, Finance, Investments, Risk Management, Financial Services, Cash Flow, Loans, Credit, Commercial Banking, Mortgage Lending, Management, Loan Origination, Underwriting, Consumer Lending, Relationship Management, Credit Risk
Education
University of California, Irvine 1999 — 2001
B.A., International Studies
Berkner High School
Wells Fargo August 2012 - Present
Wells Fargo June 2011 - August 2012
Wells Fargo November 2005 - May 2011
US Bank, N.A. May 2005 - November 2005
US Bank, N.A. November 2003 - May 2005
Skills
Banking, Portfolio Management, Small Business Lending, Analysis, Commercial Lending, Lines Of Credit, Financial Analysis, Customer Service, Credit Analysis, Finance, Investments, Risk Management, Financial Services, Cash Flow, Loans, Credit, Commercial Banking, Mortgage Lending, Management, Loan Origination, Underwriting, Consumer Lending, Relationship Management, Credit Risk
Education
University of California, Irvine 1999 — 2001
B.A., International Studies
Berkner High School
Anne Zimmermann's US Bank, NA Experience 1999 - 2003
Job Litigation Attorney at Millsap & Singer, L.L.C.
Industry Law Practice
Experience
Millsap & Singer, LLC October 2012 - Present
Gamache & Myers, PC April 2011 - October 2012
First Choice Consultants, LLC January 2011 - April 2011
Drummond Law, PLLC July 2006 - April 2010
USA Self Employed September 2005 - July 2006
Rodolf & Todd May 2003 - May 2005
U.S. Bank, N.A. 1999 - 2003
Skills
Bankruptcy, Corporate Law, Aviation Law, Family Law, Litigation, Employment Law, Courts, Legal Writing, Appeals, Civil Litigation, Estate Planning, Commercial Litigation, Administrative Law, Tax Law, Real Estate, Appellate Practice, Banking, Condominium Law, Title Resolution, Foreclosures, Evictions, Creditors' Rights, Trial Practice, Contract Law, Collections, Wills, Legal Assistance, Trials
Education
University of Tulsa College of Law 2003 — 2005
JD, law
Truman State University 1993 — 1998
BA, English, minor in Justice Systems
St. Joseph's Academy 1989 — 1993
Millsap & Singer, LLC October 2012 - Present
Gamache & Myers, PC April 2011 - October 2012
First Choice Consultants, LLC January 2011 - April 2011
Drummond Law, PLLC July 2006 - April 2010
USA Self Employed September 2005 - July 2006
Rodolf & Todd May 2003 - May 2005
U.S. Bank, N.A. 1999 - 2003
Skills
Bankruptcy, Corporate Law, Aviation Law, Family Law, Litigation, Employment Law, Courts, Legal Writing, Appeals, Civil Litigation, Estate Planning, Commercial Litigation, Administrative Law, Tax Law, Real Estate, Appellate Practice, Banking, Condominium Law, Title Resolution, Foreclosures, Evictions, Creditors' Rights, Trial Practice, Contract Law, Collections, Wills, Legal Assistance, Trials
Education
University of Tulsa College of Law 2003 — 2005
JD, law
Truman State University 1993 — 1998
BA, English, minor in Justice Systems
St. Joseph's Academy 1989 — 1993
Gloria (Martinez) Nemechek's US Bank, NA Experience March 2002 - February 2007
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank N.A. March 2007 - Present
U.S. Bank N.A. March 2002 - February 2007
Security Pacific National Bank March 1982 - May 1991
Bank of America N.A. June 1978 - March 1982
Skills
Commercial Banking, Commercial Lending, Finance, Credit, Underwriting, Loans, Relationship Management, Banking, Financial Services, Financial Risk, Capital Markets, Treasury Management, Cross Selling
Education
Boston University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science (BS), Finance
Wells Fargo Bank N.A. March 2007 - Present
U.S. Bank N.A. March 2002 - February 2007
Security Pacific National Bank March 1982 - May 1991
Bank of America N.A. June 1978 - March 1982
Skills
Commercial Banking, Commercial Lending, Finance, Credit, Underwriting, Loans, Relationship Management, Banking, Financial Services, Financial Risk, Capital Markets, Treasury Management, Cross Selling
Education
Boston University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science (BS), Finance
Leatrice Polityka's US Bank, NA Experience November 1998 - March 2013
Job Trust Officer, Edward Jones Trust Company, St. Louis MO
Industry Financial Services
Experience
Edward Jones Trust Company April 2013 - Present
U.S. Bank, N.A. November 1998 - March 2013
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Managment, Retirement Planning, Asset Management, Wealth, Securities, Investment Advisory, Banking, Alternative Investments, Strategic Financial..., Investments, Investment Strategies, Wealth Management..., IRAs, Asset Allocation
Education
University of Nebraska-Lincoln 1967 — 1973
BS, JD, English Education and Law
Edward Jones Trust Company April 2013 - Present
U.S. Bank, N.A. November 1998 - March 2013
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Managment, Retirement Planning, Asset Management, Wealth, Securities, Investment Advisory, Banking, Alternative Investments, Strategic Financial..., Investments, Investment Strategies, Wealth Management..., IRAs, Asset Allocation
Education
University of Nebraska-Lincoln 1967 — 1973
BS, JD, English Education and Law
Biko Burt's US Bank, NA Experience June 2006 - Present
Job AVP Ops Mgr for US Bank NA
Industry Financial Services
Experience
us bank na June 2006 - Present
U.S. Bank 2006 - Present
Skills
Banking, Accounting, Financial Accounting, Investments, Security Clearance, Financial Analysis, Credit, Loans, Treasury Management, Portfolio Management, Cash Management
Education
University of North Carolina at Charlotte 1996 — 2000
Accounting and Finance
us bank na June 2006 - Present
U.S. Bank 2006 - Present
Skills
Banking, Accounting, Financial Accounting, Investments, Security Clearance, Financial Analysis, Credit, Loans, Treasury Management, Portfolio Management, Cash Management
Education
University of North Carolina at Charlotte 1996 — 2000
Accounting and Finance
Callen Strunk's US Bank, NA Experience June 1997 - Present
Job VP at US Bank NA
Industry Banking
Experience
US Bank NA June 1997 - Present
US Bank NA June 1997 - Present
Conley McDonald LLP October 1985 - May 1997
Skills
Credit, Banking, Financial Analysis, Treasury Management, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Small Business Lending, Credit Risk, Lines Of Credit, Consumer Lending, Cash Management, Financial Institutions, Relationship Management
Education
Marquette University 1978 — 1982
BS, Accounting
US Bank NA June 1997 - Present
US Bank NA June 1997 - Present
Conley McDonald LLP October 1985 - May 1997
Skills
Credit, Banking, Financial Analysis, Treasury Management, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Small Business Lending, Credit Risk, Lines Of Credit, Consumer Lending, Cash Management, Financial Institutions, Relationship Management
Education
Marquette University 1978 — 1982
BS, Accounting
Joel Brotman's US Bank, NA Experience 2001 - Present
Job V.P. Business Development Projects at U.S. Bank
Industry Banking
Experience
U.S. Bank July 2013 - Present
US Bank Home Mortgage 2001 - Present
US Bank, NA 2001 - Present
U.S. Bank Home Mortgage September 2001 - July 2013
U.S. Bank Home Mortgage Wholesale January 2001 - July 2013
Cleveland Jazz Orchestra 1999 - December 2010
The Leader Mortgage Company 1998 - 2001
Margaretten & Company 1984 - 1990
Skills
Banking, Credit, Loans, Sales, Loan Origination, Underwriting, Refinance, FHA, Alto Saxophone, Mortgage Underwriting, Residential Mortgages, USDA, Relationship Management, VA loans, Mortgage Banking, Construction Loans, Commercial Lending, Credit Analysis, Mortgage Lending, Real Estate, Consumer Lending
Education
Rutgers University School of Law - Newark 1964 — 1967
J.D., Law
University of Pennsylvania - The Wharton School 1960 — 1964
B.S. Econ, Pre-law
U.S. Bank July 2013 - Present
US Bank Home Mortgage 2001 - Present
US Bank, NA 2001 - Present
U.S. Bank Home Mortgage September 2001 - July 2013
U.S. Bank Home Mortgage Wholesale January 2001 - July 2013
Cleveland Jazz Orchestra 1999 - December 2010
The Leader Mortgage Company 1998 - 2001
Margaretten & Company 1984 - 1990
Skills
Banking, Credit, Loans, Sales, Loan Origination, Underwriting, Refinance, FHA, Alto Saxophone, Mortgage Underwriting, Residential Mortgages, USDA, Relationship Management, VA loans, Mortgage Banking, Construction Loans, Commercial Lending, Credit Analysis, Mortgage Lending, Real Estate, Consumer Lending
Education
Rutgers University School of Law - Newark 1964 — 1967
J.D., Law
University of Pennsylvania - The Wharton School 1960 — 1964
B.S. Econ, Pre-law
Angela Pearson's US Bank, NA Experience April 1999 - September 2011
Job Director, Trust and Estate Services at BMO Private Bank
Industry Financial Services
Experience
BMO Harris Bank October 2011 - Present
U.S. Bank, N.A. April 1999 - September 2011
Skills
Wealth Management, Wealth, Banking, Portfolio Management, Estate Planning, Nonprofits, Financial Planning, Asset Allocation, Retirement Planning, Financial Services, Investment Strategies, Financial Advisory, Wealth Management...
Education
College for Financial Planning 2010 — 2014
Financial Planning
CORO Women in Leadership
Fontbonne University
MBA, Business
University of Missouri-Saint Louis
BS, Criminology
BMO Harris Bank October 2011 - Present
U.S. Bank, N.A. April 1999 - September 2011
Skills
Wealth Management, Wealth, Banking, Portfolio Management, Estate Planning, Nonprofits, Financial Planning, Asset Allocation, Retirement Planning, Financial Services, Investment Strategies, Financial Advisory, Wealth Management...
Education
College for Financial Planning 2010 — 2014
Financial Planning
CORO Women in Leadership
Fontbonne University
MBA, Business
University of Missouri-Saint Louis
BS, Criminology
Jack Prescott's US Bank, NA Experience June 2011 - Present
Job Market President, U.S. Bank N.A. Reno
Industry Banking
Experience
U.S. Bank N.A. June 2011 - Present
Economic Development Authority of Western Nevada 1998 - Present
EDAWN January 2009 - December 2011
Education
University of Nevada-Reno 1979 — 1983
B.S., Economics
U.S. Bank N.A. June 2011 - Present
Economic Development Authority of Western Nevada 1998 - Present
EDAWN January 2009 - December 2011
Education
University of Nevada-Reno 1979 — 1983
B.S., Economics
Lulu Laughlin's US Bank, NA Experience March 2011 - August 2014
Job National OREO Operations Manager at U.S. Bank N.A.
Industry Banking
Experience
U.S. Bank August 2014 - Present
U.S. Bank N.A. March 2011 - August 2014
U.S. Bank July 2009 - February 2011
Park National Bank March 2008 - July 2009
Ridgestone Bank January 2007 - March 2008
Harris Bank February 2004 - January 2007
First Freedom Mortgage 2003 - 2004
AMCORE Bank 2002 - 2003
Amcore Bank 2000 - 2002
Skills
Commercial Banking, Loans, Banking, REO, Commercial Lending, Small Business Lending, Credit, Mortgage Lending, Portfolio Management, Commercial Mortgages, Underwriting, Consumer Lending, Real Estate, Credit Analysis, Financial Analysis, Retail Banking, Lines Of Credit, Construction Loans, Due Diligence, Loan Origination, Mortgage Banking
Education
Southern Illinois University, Carbondale 1997 — 2000
Bachelors, Food & Nutrition
U.S. Bank August 2014 - Present
U.S. Bank N.A. March 2011 - August 2014
U.S. Bank July 2009 - February 2011
Park National Bank March 2008 - July 2009
Ridgestone Bank January 2007 - March 2008
Harris Bank February 2004 - January 2007
First Freedom Mortgage 2003 - 2004
AMCORE Bank 2002 - 2003
Amcore Bank 2000 - 2002
Skills
Commercial Banking, Loans, Banking, REO, Commercial Lending, Small Business Lending, Credit, Mortgage Lending, Portfolio Management, Commercial Mortgages, Underwriting, Consumer Lending, Real Estate, Credit Analysis, Financial Analysis, Retail Banking, Lines Of Credit, Construction Loans, Due Diligence, Loan Origination, Mortgage Banking
Education
Southern Illinois University, Carbondale 1997 — 2000
Bachelors, Food & Nutrition
Collin Marshall's US Bank, NA Experience January 2006 - March 2009
Job Vice President/RM
Industry Banking
Experience
HSBC August 2011 - February 2012
Wells Fargo April 2010 - June 2011
U.S. Bank, N.A. January 2006 - March 2009
Wachovia Bank February 2005 - December 2005
Citicorp Investment Services October 2003 - February 2005
American Stock Exchange July 2000 - October 2003
New York Stock Exchange (Euronext) April 1999 - June 2000
Skills
USA PATRIOT Act, Equities, Management, Banking, Financial Risk, Capital Markets, Cash Management, Due Diligence, Investments, Portfolio Management, Financial Services, CRM, FINRA, Securities, Leadership, AML, Series 7, Hedge Funds, Training, Risk Management, Analysis, Bank Secrecy Act, Mutual Funds, Asset Management, Corporate Governance
Education
American Institute of Banking
Diploma, International Banking
Dowling College
MBA, International Banking & Finance
New York Institute of Finance
Certificate, Securities Analysis
Queens College
BA, Economics
Queens College
BA, Sociology
HSBC August 2011 - February 2012
Wells Fargo April 2010 - June 2011
U.S. Bank, N.A. January 2006 - March 2009
Wachovia Bank February 2005 - December 2005
Citicorp Investment Services October 2003 - February 2005
American Stock Exchange July 2000 - October 2003
New York Stock Exchange (Euronext) April 1999 - June 2000
Skills
USA PATRIOT Act, Equities, Management, Banking, Financial Risk, Capital Markets, Cash Management, Due Diligence, Investments, Portfolio Management, Financial Services, CRM, FINRA, Securities, Leadership, AML, Series 7, Hedge Funds, Training, Risk Management, Analysis, Bank Secrecy Act, Mutual Funds, Asset Management, Corporate Governance
Education
American Institute of Banking
Diploma, International Banking
Dowling College
MBA, International Banking & Finance
New York Institute of Finance
Certificate, Securities Analysis
Queens College
BA, Economics
Queens College
BA, Sociology
Jose M. Silvestre II's US Bank, NA Experience May 2010 - January 2014
Job Vice President at Union Bank
Industry Commercial Real Estate
Experience
Union Bank February 2014 - Present
US BANK NA May 2010 - January 2014
US Bank January 2007 - May 2010
US BANK July 2004 - May 2007
Skills
Loans, Credit, Retail Banking, Real Estate, Sales Management, Commercial Banking, Finance, Banking, Commercial Mortgages, Lines Of Credit, Financial Services, SBA, Refinance, Treasury Management, Commercial Lending, Small Business Lending
Education
California State University-Hayward 2001 — 2005
Bachelor of Science, Business Administration
Union Bank February 2014 - Present
US BANK NA May 2010 - January 2014
US Bank January 2007 - May 2010
US BANK July 2004 - May 2007
Skills
Loans, Credit, Retail Banking, Real Estate, Sales Management, Commercial Banking, Finance, Banking, Commercial Mortgages, Lines Of Credit, Financial Services, SBA, Refinance, Treasury Management, Commercial Lending, Small Business Lending
Education
California State University-Hayward 2001 — 2005
Bachelor of Science, Business Administration
Brandon Swanson's US Bank, NA Experience August 2011 - Present
Job Personal Banker at US Bank N.A.
Industry Banking
Experience
US Bank N.A. August 2011 - Present
Interactive Occupational Training August 2008 - August 2011
Contract Floors, Inc August 2006 - August 2008
Education
Boise State University 2005 — 2009
Bachelor’s Degree, Business Administration and Management
US Bank N.A. August 2011 - Present
Interactive Occupational Training August 2008 - August 2011
Contract Floors, Inc August 2006 - August 2008
Education
Boise State University 2005 — 2009
Bachelor’s Degree, Business Administration and Management
Neil Brisson's US Bank, NA Experience December 2008 - Present
Job Managing Director, Head of Loan Sales & Trading
Industry Investment Banking
Experience
U.S. Bank N.A. December 2008 - Present
BNY Mellon September 2003 - February 2008
Merrill Lynch Pierce Fenner & Smith June 1996 - November 2002
Skills
Syndications, Leveraged Finance, Loans, Credit Analysis, Origination, Capital Markets, Trading, Loan Origination, Structured Finance, Portfolio Management, Financial Structuring, Investment Banking, Bonds, Credit, Equities, Fixed Income
Education
Columbia Business School 1985 — 1987
MBA, Real Estate Finance
Middlebury College
Bachelor of Arts (B.A.), Russian
U.S. Bank N.A. December 2008 - Present
BNY Mellon September 2003 - February 2008
Merrill Lynch Pierce Fenner & Smith June 1996 - November 2002
Skills
Syndications, Leveraged Finance, Loans, Credit Analysis, Origination, Capital Markets, Trading, Loan Origination, Structured Finance, Portfolio Management, Financial Structuring, Investment Banking, Bonds, Credit, Equities, Fixed Income
Education
Columbia Business School 1985 — 1987
MBA, Real Estate Finance
Middlebury College
Bachelor of Arts (B.A.), Russian
Annette Goetsch's US Bank, NA Experience June 1993 - July 1996
Job Manager at Henjes, Conner & Williams
Industry Accounting
Experience
Henjes, Conner & Williams ManagerHenjes, Conner, & Williams PC1996 - Present
US Bank, N.A. June 1993 - July 1996
FDIC June 1990 - June 1993
Skills
Auditing, Financial Reporting, Financial Accounting, GAAP, Internal Controls, Tax, Finance, Team Building
Education
Northwestern College 1987 — 1990
Bachelor's degree, Accounting and Finance
Henjes, Conner & Williams ManagerHenjes, Conner, & Williams PC1996 - Present
US Bank, N.A. June 1993 - July 1996
FDIC June 1990 - June 1993
Skills
Auditing, Financial Reporting, Financial Accounting, GAAP, Internal Controls, Tax, Finance, Team Building
Education
Northwestern College 1987 — 1990
Bachelor's degree, Accounting and Finance
Marlene Fahey's US Bank, NA Experience 1994 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Bank N.A. 1994 - 2009
US Bancorp 1994 - 2009
J P Morgan November 1982 - August 1994
JP Morgan 1982 - 1994
Education
Princeton University 1978 — 1982
M.A., German
The University of Göttingen 1977 — 1978
German Literature
University of Pennsylvania 1973 — 1977
BA, German, International Relations
U.S. Bank N.A. 1994 - 2009
US Bancorp 1994 - 2009
J P Morgan November 1982 - August 1994
JP Morgan 1982 - 1994
Education
Princeton University 1978 — 1982
M.A., German
The University of Göttingen 1977 — 1978
German Literature
University of Pennsylvania 1973 — 1977
BA, German, International Relations
Cathy LaLuzerne's US Bank, NA Experience 1986 - Present
Job Vice President/Relationship Manager at U.S. Bank N.A.
Industry Financial Services
Experience
U.S. Bank N.A. 1986 - Present
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Loans, Retail Banking, Banking, Underwriting
Education
Keller Graduate School of Management of DeVry University 2001 — 2006
Master of Business Administration (M.B.A.)
Upper Iowa University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
U.S. Bank N.A. 1986 - Present
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Loans, Retail Banking, Banking, Underwriting
Education
Keller Graduate School of Management of DeVry University 2001 — 2006
Master of Business Administration (M.B.A.)
Upper Iowa University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Therese Markert's US Bank, NA Experience May 2015 - Present
Job Senior Business Analyst at U.S. Bank, N.A.
Industry Financial Services
Experience
U.S. Bank, N.A. May 2015 - Present
Fulcrum Consulting for Delta Air Lines June 2014 - May 2015
U.S. Bank, N.A. August 2013 - May 2014
U.S. Bank, N.A. March 2011 - July 2013
FAF Advisors, Inc July 2008 - March 2011
U.S. Bank, N.A. December 2006 - July 2008
U.S. Bank, N.A. September 2005 - November 2006
Skills
Visio, Process Improvement, SDLC, SharePoint, Business Analysis, Business Requirements, Requirements Gathering, HTML, Agile Methodologies, Requirements Analysis, Systems Analysis, Process Modeling, Access, Software Documentation, Testing
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Psychology major, Linguistics & Spanish minors
St. Paul College, Saint Paul, MN
Associate's Degree, Network Engineering, Computer Information Systems
U.S. Bank, N.A. May 2015 - Present
Fulcrum Consulting for Delta Air Lines June 2014 - May 2015
U.S. Bank, N.A. August 2013 - May 2014
U.S. Bank, N.A. March 2011 - July 2013
FAF Advisors, Inc July 2008 - March 2011
U.S. Bank, N.A. December 2006 - July 2008
U.S. Bank, N.A. September 2005 - November 2006
Skills
Visio, Process Improvement, SDLC, SharePoint, Business Analysis, Business Requirements, Requirements Gathering, HTML, Agile Methodologies, Requirements Analysis, Systems Analysis, Process Modeling, Access, Software Documentation, Testing
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Psychology major, Linguistics & Spanish minors
St. Paul College, Saint Paul, MN
Associate's Degree, Network Engineering, Computer Information Systems
Herbert Conner's US Bank, NA Experience April 2003 - August 2015
Job Disaster Recovery Specialist
Industry Financial Services
Experience
US Bank, N.A. April 2003 - August 2015
Concera Corporation February 2000 - September 2002
Federal Reserve Bank of San Francisco January 1999 - February 2000
Mercantile Bank, N.A. June 1996 - January 1999
USDA Farm Service Agency November 1991 - June 1996
Skills
Regulatory Compliance, Policy Planning /..., Technical..., Business Resumption..., Disaster Recovery..., Cost Benefit Analysis, Risk Assessment /..., Team and Project...
Education
Pasadena City College
US Bank, N.A. April 2003 - August 2015
Concera Corporation February 2000 - September 2002
Federal Reserve Bank of San Francisco January 1999 - February 2000
Mercantile Bank, N.A. June 1996 - January 1999
USDA Farm Service Agency November 1991 - June 1996
Skills
Regulatory Compliance, Policy Planning /..., Technical..., Business Resumption..., Disaster Recovery..., Cost Benefit Analysis, Risk Assessment /..., Team and Project...
Education
Pasadena City College
Lisa Sowder's US Bank, NA Experience April 2001 - September 2004
Job Remote Team Manager at Phoenix Asset Management, LLC
Industry Real Estate
Experience
Phoenix Asset Management, LLC January 2007 - Present
Accutitle Agency, Inc September 2004 - October 2006
U.S. Bank, N.A. April 2001 - September 2004
Traveler’s Bank & Trust January 2000 - March 2001
National City Bank September 1998 - January 2000
Paul Harris Department Store January 1998 - September 1998
Education
University of Cincinnati 1998 — 2012
Psychology, Concentration in Spanish
Phoenix Asset Management, LLC January 2007 - Present
Accutitle Agency, Inc September 2004 - October 2006
U.S. Bank, N.A. April 2001 - September 2004
Traveler’s Bank & Trust January 2000 - March 2001
National City Bank September 1998 - January 2000
Paul Harris Department Store January 1998 - September 1998
Education
University of Cincinnati 1998 — 2012
Psychology, Concentration in Spanish
Gerald Gleason's US Bank, NA Experience December 1997 - September 2009
Job Owner at Gleason Tax Consulting
Industry Banking
Experience
Gleason Tax Consulting September 2009 - Present
U.S. Bank N.A. December 1997 - September 2009
Bank of America July 1980 - November 1997
Commerce Bank of Kansas City October 1978 - May 1980
Education
University of Kansas School of Law 1975 — 1978
Juris Doctor, Law
Fort Hays State University 1974 — 1975
M.S., Business Administration
Fort Hays State University 1970 — 1973
B.S., Accounting
Gleason Tax Consulting September 2009 - Present
U.S. Bank N.A. December 1997 - September 2009
Bank of America July 1980 - November 1997
Commerce Bank of Kansas City October 1978 - May 1980
Education
University of Kansas School of Law 1975 — 1978
Juris Doctor, Law
Fort Hays State University 1974 — 1975
M.S., Business Administration
Fort Hays State University 1970 — 1973
B.S., Accounting
Carol Steinke's US Bank, NA Experience August 1976 - December 2010
Job Wealth Management Associate at US Bank N.A.
Industry Financial Services
Experience
US Bank NA Private Banking Division/Private Client Reserve/Wealth Management January 1986 - December 2010
US Bank N.A. August 1976 - December 2010
First Wisconsin National Bank January 1976 - January 1986
Skills
Banking
Education
South Milwaukee High School 1969 — 1971
Diploma, Business
Graduate of South Milwaukee High School
Diploma
Milwaukee Area Technical College
US Bank NA Private Banking Division/Private Client Reserve/Wealth Management January 1986 - December 2010
US Bank N.A. August 1976 - December 2010
First Wisconsin National Bank January 1976 - January 1986
Skills
Banking
Education
South Milwaukee High School 1969 — 1971
Diploma, Business
Graduate of South Milwaukee High School
Diploma
Milwaukee Area Technical College
Mary Ann Groves's US Bank, NA Experience 2003 - 2008
Job Enterprise, Credit, Market, and Operational Risk Manager Seeking Growth Opportunites in Banking & Finance
Industry Financial Services
Experience
First Horizon National Corporation November 2013 - September 2014
Vantiv, Inc. 2012 - 2012
Omnicare, Inc. 2011 - 2011
SouthStar Energy Services, LLC 2008 - 2010
U.S. Bank, N.A. 2003 - 2008
Provident Financial Group, Inc. 2002 - 2003
Provident Financial Group, Inc. 2000 - 2002
Deloitte & Touche LLP 1999 - 2000
Cinergy, Inc. (Now Duke Energy) 1998 - 1998
Equitable Resources, Inc. 1994 - 1998
Skills
Full economic cycle..., Portfolio Management, Design/re-engineering..., Troubleshooting, Credit and collections..., Operational Risk, Merchant card experience, Corporate Treasury..., Cash Management, Board of Directors..., Writing, editing,..., Loan accounting, Design of financial..., Trade credit experience, Loan review, Small Business, Middle Market, Corporate Banking, Contract Negotiation, Collateral Management, Project Management, Corporate Trainer,..., Sovereign Risk Analysis, Macroeconomics, Design, document, and..., Corporate Governance, Large Scale Change..., Underwriting, Enterprise Risk..., Compliance, Capital Markets, Working Capital..., Dodd-Frank, Basel III, Loss Mitigation, Order to Cash Management, Financial Services, Loans, Commercial Banking, Structured Finance, Finance, Financial Analysis, Analysis, Banking, Risk Management, Management, Financial Risk, Credit, Credit Risk
Education
Thomas More College
B.A., History/Secondary Education
University of Cincinnati
M.A., History
First Horizon National Corporation November 2013 - September 2014
Vantiv, Inc. 2012 - 2012
Omnicare, Inc. 2011 - 2011
SouthStar Energy Services, LLC 2008 - 2010
U.S. Bank, N.A. 2003 - 2008
Provident Financial Group, Inc. 2002 - 2003
Provident Financial Group, Inc. 2000 - 2002
Deloitte & Touche LLP 1999 - 2000
Cinergy, Inc. (Now Duke Energy) 1998 - 1998
Equitable Resources, Inc. 1994 - 1998
Skills
Full economic cycle..., Portfolio Management, Design/re-engineering..., Troubleshooting, Credit and collections..., Operational Risk, Merchant card experience, Corporate Treasury..., Cash Management, Board of Directors..., Writing, editing,..., Loan accounting, Design of financial..., Trade credit experience, Loan review, Small Business, Middle Market, Corporate Banking, Contract Negotiation, Collateral Management, Project Management, Corporate Trainer,..., Sovereign Risk Analysis, Macroeconomics, Design, document, and..., Corporate Governance, Large Scale Change..., Underwriting, Enterprise Risk..., Compliance, Capital Markets, Working Capital..., Dodd-Frank, Basel III, Loss Mitigation, Order to Cash Management, Financial Services, Loans, Commercial Banking, Structured Finance, Finance, Financial Analysis, Analysis, Banking, Risk Management, Management, Financial Risk, Credit, Credit Risk
Education
Thomas More College
B.A., History/Secondary Education
University of Cincinnati
M.A., History
Erwin Fulgencio's US Bank, NA Experience June 2009 - Present
Job Assistant Relationship Manager at US BANK NA
Industry Banking
Experience
US BANK NA June 2009 - Present
US Bank February 2002 - May 2009
Education
De La Salle University 1990 — 1993
Bachelor of Science in Business Management, Entrepreneurship
US BANK NA June 2009 - Present
US Bank February 2002 - May 2009
Education
De La Salle University 1990 — 1993
Bachelor of Science in Business Management, Entrepreneurship
Dynnell (Dee) Hein's US Bank, NA Experience January 1997 - Present
Job Treasury Management Consultant
Industry Banking
Experience
U.S. Bank N.A. January 1997 - Present
Education
Cornell University
Northwestern University - Kellogg School of Management
MM
U.S. Bank N.A. January 1997 - Present
Education
Cornell University
Northwestern University - Kellogg School of Management
MM
Daniel Sink's US Bank, NA Experience September 2005 - Present
Job Senior Corporate Counsel, U.S. Bank N.A.
Industry Banking
Experience
U.S. Bank N.A. September 2005 - Present
Dorsey & Whitney LLP September 2002 - September 2005
Education
University of Iowa College of Law 1999 — 2002
Doctor of Law (J.D.)
Iowa State University 1993 — 1996
Bachelor of Science (B.S.), Civil Engineering
U.S. Bank N.A. September 2005 - Present
Dorsey & Whitney LLP September 2002 - September 2005
Education
University of Iowa College of Law 1999 — 2002
Doctor of Law (J.D.)
Iowa State University 1993 — 1996
Bachelor of Science (B.S.), Civil Engineering
kimberly metz's US Bank, NA Experience October 2011 - Present
Job Account Associate in Institutional Trust and Custody
Industry Judiciary
Experience
U.S. BANK, N.A. October 2011 - Present
Oxford Physical Therapy Centers November 2006 - February 2008
Skills
Customer Service, Time Management, Banking, Retail Banking, Commercial Banking, Finance, Call Centers
Education
University of Cincinnati 1996 — 1999
have not graduated, undergraduate
U.S. BANK, N.A. October 2011 - Present
Oxford Physical Therapy Centers November 2006 - February 2008
Skills
Customer Service, Time Management, Banking, Retail Banking, Commercial Banking, Finance, Call Centers
Education
University of Cincinnati 1996 — 1999
have not graduated, undergraduate
Patty Berryman, MBA's US Bank, NA Experience January 1999 - January 2004
Job Wells Fargo Capital Finance 3 Month Renew Contract
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2015 - Present
Self-Employed January 2004 - December 2014
ANB Bank June 2013 - February 2014
US Bank N.A. January 1999 - January 2004
U.S. Bank N.A. January 1989 - January 1999
Bank of America N.A January 1985 - January 1989
Skills
Financial Services, Sales, Banking, Credit Analysis, Retail Banking, Underwriting, Commercial Banking, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Customer Service, Small Business Lending, Branch Banking, Property Management, Rental Properties, Business Development, Data Analysis, Real Estate, Finance, Financial Reporting, Financial Accounting, Oil & Gas, Healthcare, Hospitality, Residential Homes, Process Improvement, Inventory Management, Leadership, Team Leadership, Microsoft Excel, Management, Project Management, Marketing, Sales Management, Nonprofits, Contract Negotiation, Operations Management, Online Marketing, Sales Operations, Event Planning, Project Planning, Quality Control, Retail, Market Research, Teaching, Team Management, Troubleshooting, Writing, Portfolio Management
Education
DePaul University 1987 — 1989
MBA, Marketing
Miami University 1981 — 1985
BS, Finance
Wells Fargo Capital Finance March 2015 - Present
Self-Employed January 2004 - December 2014
ANB Bank June 2013 - February 2014
US Bank N.A. January 1999 - January 2004
U.S. Bank N.A. January 1989 - January 1999
Bank of America N.A January 1985 - January 1989
Skills
Financial Services, Sales, Banking, Credit Analysis, Retail Banking, Underwriting, Commercial Banking, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Customer Service, Small Business Lending, Branch Banking, Property Management, Rental Properties, Business Development, Data Analysis, Real Estate, Finance, Financial Reporting, Financial Accounting, Oil & Gas, Healthcare, Hospitality, Residential Homes, Process Improvement, Inventory Management, Leadership, Team Leadership, Microsoft Excel, Management, Project Management, Marketing, Sales Management, Nonprofits, Contract Negotiation, Operations Management, Online Marketing, Sales Operations, Event Planning, Project Planning, Quality Control, Retail, Market Research, Teaching, Team Management, Troubleshooting, Writing, Portfolio Management
Education
DePaul University 1987 — 1989
MBA, Marketing
Miami University 1981 — 1985
BS, Finance
Nancy Reifenrath's US Bank, NA Experience
Job Operations/Project Manager at U.S Bank Home Mortgage
Industry
Experience
U.S Bank N.A.
Skills
Microsoft Excel, Process Improvement, Operations Management, Customer Service, Team Leadership, Mortgage Loan Processing, Credit Analysis, Mortgage Loan..., FHA/VA Products, Project Management, Workflow Analysis, Employee Training, Compliance, Mortgage Banking, Retail Banking, Business Coaching, Loan Origination..., Risk Management, Call Centers, Mortgage Lending, Banking
Education
Purdue University - Krannert School of Management 1973 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General, Industrial Relations
U.S Bank N.A.
Skills
Microsoft Excel, Process Improvement, Operations Management, Customer Service, Team Leadership, Mortgage Loan Processing, Credit Analysis, Mortgage Loan..., FHA/VA Products, Project Management, Workflow Analysis, Employee Training, Compliance, Mortgage Banking, Retail Banking, Business Coaching, Loan Origination..., Risk Management, Call Centers, Mortgage Lending, Banking
Education
Purdue University - Krannert School of Management 1973 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General, Industrial Relations
Anita Edwards's US Bank, NA Experience 1990 - Present
Job Regional Training Manager at US Bank N.A
Industry Banking
Experience
US Bank N.A 1990 - Present
U.S. Bank June 1990 - November 2002
Skills
Executive Coaching, Coaching, Leadership Development, Instructor-led Training, Performance Management, Employee Engagement, Team Building, Training Delivery, Change Management, Management Development, Leadership, Process Improvement, Banking, Talent Management, Training, Succession Planning, Employee Training, Onboarding, Organizational..., Employee Relations, Workshop Facilitation, Needs Analysis, Organizational..., Performance Improvement, Workforce Planning, Career Development, Instructional Design, Human Resources
Education
John Carroll University
MBA, Business Admin/Human Resources
US Bank N.A 1990 - Present
U.S. Bank June 1990 - November 2002
Skills
Executive Coaching, Coaching, Leadership Development, Instructor-led Training, Performance Management, Employee Engagement, Team Building, Training Delivery, Change Management, Management Development, Leadership, Process Improvement, Banking, Talent Management, Training, Succession Planning, Employee Training, Onboarding, Organizational..., Employee Relations, Workshop Facilitation, Needs Analysis, Organizational..., Performance Improvement, Workforce Planning, Career Development, Instructional Design, Human Resources
Education
John Carroll University
MBA, Business Admin/Human Resources
Ed Buenaga's US Bank, NA Experience October 2010 - Present
Job Senior Vice President/Regional Manager
Industry Financial Services
Experience
US Bank, N.A. October 2010 - Present
UBS Trust Company June 2007 - October 2010
Wachovia Bank March 2006 - June 2007
Wachovia Bank, N.A. November 1993 - June 2007
Citibank,N.A. 1986 - 1993
Skills
Banking, Portfolio Management, Management, Risk Management, Mutual Funds, Financial Services, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, New Business Development, Securities
Education
Richard Stockton College of New Jersey 1976 — 1978
BA, Sociology
Red Bank Catholic High School
US Bank, N.A. October 2010 - Present
UBS Trust Company June 2007 - October 2010
Wachovia Bank March 2006 - June 2007
Wachovia Bank, N.A. November 1993 - June 2007
Citibank,N.A. 1986 - 1993
Skills
Banking, Portfolio Management, Management, Risk Management, Mutual Funds, Financial Services, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, New Business Development, Securities
Education
Richard Stockton College of New Jersey 1976 — 1978
BA, Sociology
Red Bank Catholic High School
Harold Sargent's US Bank, NA Experience May 1992 - March 1994
Job Banking Professional
Industry Banking
Experience
Slow Food Macedonia September 2012 - Present
PSCU Financial Services March 2000 - August 2010
First Data Corporation March 1994 - March 1999
US Bank, NA May 1992 - March 1994
Skills
E-commerce, Credit Cards, Sales Management, Debit Cards, Financial Services, Credit, Banking, Payments, Loans, Internet Banking, Relationship Management
Education
University of Phoenix 2004 — 2007
MBA, Global Management
Slow Food Macedonia September 2012 - Present
PSCU Financial Services March 2000 - August 2010
First Data Corporation March 1994 - March 1999
US Bank, NA May 1992 - March 1994
Skills
E-commerce, Credit Cards, Sales Management, Debit Cards, Financial Services, Credit, Banking, Payments, Loans, Internet Banking, Relationship Management
Education
University of Phoenix 2004 — 2007
MBA, Global Management
Claudine Daugirdas's US Bank, NA Experience August 1992 - August 2002
Job at Huntington National Bank
Industry Banking
Experience
Huntington National Bank January 2011 - Present
Charter One Bank January 2010 - November 2010
Integra Bank July 2003 - January 2010
US Bank NA August 1992 - August 2002
Skills
Credit, Loans, Finance
Education
Baldwin Wallace University 1989 — 1999
Fine Arts, Communications
Huntington National Bank January 2011 - Present
Charter One Bank January 2010 - November 2010
Integra Bank July 2003 - January 2010
US Bank NA August 1992 - August 2002
Skills
Credit, Loans, Finance
Education
Baldwin Wallace University 1989 — 1999
Fine Arts, Communications
Tony Njagi's US Bank, NA Experience February 2003 - September 2007
Job Owner/CEO at Inrex Home Care
Industry Health, Wellness and Fitness
Experience
Inrex Home Care September 2009 - Present
US Bank NA February 2003 - September 2007
Skills
Small Business, Wellness, Fitness, Nutrition, Start-ups, Wellness Coaching, Coaching, Personal Training, Social Media Marketing, Marketing Strategy, Lifestyle, Holistic Health, Fitness Training, Marketing
Education
Charter Oak State College 2007 — 2009
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Franklin University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems and Services
Inrex Home Care September 2009 - Present
US Bank NA February 2003 - September 2007
Skills
Small Business, Wellness, Fitness, Nutrition, Start-ups, Wellness Coaching, Coaching, Personal Training, Social Media Marketing, Marketing Strategy, Lifestyle, Holistic Health, Fitness Training, Marketing
Education
Charter Oak State College 2007 — 2009
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Franklin University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems and Services
Glenn Baumann's US Bank, NA Experience September 1999 - July 2003
Job Senior Vice President, Commercial Real Estate at Commerce Bank
Industry Commercial Real Estate
Experience
Commerce Bank November 2013 - Present
CRE Solutions LLC March 2011 - November 2013
Integra Bank, N.A. July 2003 - July 2010
U.S. Bank, N.A. September 1999 - July 2003
Education
University of Cincinnati
Bachelor of Business Administration in Finance and Real Estate
Commerce Bank November 2013 - Present
CRE Solutions LLC March 2011 - November 2013
Integra Bank, N.A. July 2003 - July 2010
U.S. Bank, N.A. September 1999 - July 2003
Education
University of Cincinnati
Bachelor of Business Administration in Finance and Real Estate
Rita Marie Ritrovato's US Bank, NA Experience April 1997 - March 2007
Job Assistant Vice President at Wilmington Trust, National Association
Industry Financial Services
Experience
Wilmington Trust, National Association March 2007 - Present
U.S. Bank, N.A. April 1997 - March 2007
Wachovia, A Wells Fargo Company 1997 - 2007
Wachovia 1997 - 2007
Wilmington Trust 1989 - 1997
Skills
Banking, Financial Services, Securities, Investments, Risk Management, Portfolio Management, Credit, Finance, Loans, Trust Services, Financial Analysis, Commercial Lending, Mutual Funds
Education
University of Scranton 1980 — 1981
Mass Communication/Media Studies
University of Delaware
Bachelor of Arts (B.A.)
Wilmington Trust, National Association March 2007 - Present
U.S. Bank, N.A. April 1997 - March 2007
Wachovia, A Wells Fargo Company 1997 - 2007
Wachovia 1997 - 2007
Wilmington Trust 1989 - 1997
Skills
Banking, Financial Services, Securities, Investments, Risk Management, Portfolio Management, Credit, Finance, Loans, Trust Services, Financial Analysis, Commercial Lending, Mutual Funds
Education
University of Scranton 1980 — 1981
Mass Communication/Media Studies
University of Delaware
Bachelor of Arts (B.A.)
Jayme Ungs's US Bank, NA Experience June 2006 - Present
Job Vice President at US Bank, N.A.
Industry Banking
Experience
US Bank, N.A. June 2006 - Present
Skills
Banking, Commercial Lending
Education
Iowa State University 1991 — 1995
Bachelor of Science (BS), Ag Business and Business Finance
US Bank, N.A. June 2006 - Present
Skills
Banking, Commercial Lending
Education
Iowa State University 1991 — 1995
Bachelor of Science (BS), Ag Business and Business Finance
Josh Griswold's US Bank, NA Experience July 2008 - Present
Job Branch Manager US Bank N.A.
Industry Banking
Experience
US Bank NA July 2008 - Present
Skills
Business & Consumer..., Credit, Retail Banking, Loans, Banking, Cross Selling, Residential Mortgages, Mortgage Lending, Consumer Lending, Leadership, Mortgage Banking, Sales, Lines Of Credit, Branch Banking, Selling, Customer Service, Team Building, Small Business Lending, Investments, Finance, Insurance
Education
Saint Mary's University of Minnesota 2003 — 2007
Bachelor's Degree, Marketing
North Saint Paul Highschool
US Bank NA July 2008 - Present
Skills
Business & Consumer..., Credit, Retail Banking, Loans, Banking, Cross Selling, Residential Mortgages, Mortgage Lending, Consumer Lending, Leadership, Mortgage Banking, Sales, Lines Of Credit, Branch Banking, Selling, Customer Service, Team Building, Small Business Lending, Investments, Finance, Insurance
Education
Saint Mary's University of Minnesota 2003 — 2007
Bachelor's Degree, Marketing
North Saint Paul Highschool
Christi Hauke Hauke's US Bank, NA Experience March 2001 - October 2004
Job Director of Emergency Services at Highland County Community Action Organization, Inc.
Industry Nonprofit Organization Management
Experience
Highland County Community Action Organization, Inc. March 2009 - Present
US Bank, NA March 2001 - October 2004
Skills
Program Management, Certified Housing..., Financial Coaching, Grant Writing, Fundraising, Policy, Strategic Planning, Leadership Development, Program Development, Team Building, Capacity Building, Cpr Certified, Customer Service, Organizational..., Nonprofits, Volunteer Management
Education
Southern New Hampshire University 2013 — 2015
Southern State Community College 2000 — 2002
Associate of Science (A.S.), Education
Highland County Community Action Organization, Inc. March 2009 - Present
US Bank, NA March 2001 - October 2004
Skills
Program Management, Certified Housing..., Financial Coaching, Grant Writing, Fundraising, Policy, Strategic Planning, Leadership Development, Program Development, Team Building, Capacity Building, Cpr Certified, Customer Service, Organizational..., Nonprofits, Volunteer Management
Education
Southern New Hampshire University 2013 — 2015
Southern State Community College 2000 — 2002
Associate of Science (A.S.), Education
Danette Johnson's US Bank, NA Experience 1995 - Present
Job Senior Vice President at U.S. Bank N.A.
Industry Banking
Experience
U.S. Bank N.A. 1995 - Present
Skills
Credit Risk, Financial Risk, Commercial Banking, Loans, Banking, Credit Analysis, Underwriting, Commercial Lending, Credit, Treasury Management, Portfolio Management, Finance
Education
Dartmouth College 1997 — 1998
Post Graduate, Credit and Financial Management
University of Minnesota-Twin Cities
U.S. Bank N.A. 1995 - Present
Skills
Credit Risk, Financial Risk, Commercial Banking, Loans, Banking, Credit Analysis, Underwriting, Commercial Lending, Credit, Treasury Management, Portfolio Management, Finance
Education
Dartmouth College 1997 — 1998
Post Graduate, Credit and Financial Management
University of Minnesota-Twin Cities
Jordan Grams's US Bank, NA Experience May 2010 - Present
Job InStore Banker 2 at U.S. Bank NA
Industry Banking
Experience
U.S. Bank NA May 2010 - Present
Bed Bath & Beyond November 2009 - May 2010
Chick-fil-A January 2008 - November 2009
Skills
Customer Service, Cash Handling, Sales
Education
Central Arizona College 2008 — 2011
Associate of Arts, General Studies
Apache Junction High School 2005 — 2009
High School Diploma, College Prep
U.S. Bank NA May 2010 - Present
Bed Bath & Beyond November 2009 - May 2010
Chick-fil-A January 2008 - November 2009
Skills
Customer Service, Cash Handling, Sales
Education
Central Arizona College 2008 — 2011
Associate of Arts, General Studies
Apache Junction High School 2005 — 2009
High School Diploma, College Prep
Michael Swick's US Bank, NA Experience January 2005 - November 2013
Job Internal Auditor/Compliance Officer at First National Bank in New Bremen
Industry Accounting
Experience
First National Bank in New Bremen June 2015 - Present
The Delphos Country Club, Inc. January 2004 - Present
Farmers Insurance Agent June 2014 - June 2015
US Bank, NA January 2005 - November 2013
Commercial Bank of Delphos September 2002 - January 2005
Commercial Bank of Delphos January 1998 - September 2002
American Institute of Banking January 1998 - September 1999
Commercial Bank of Delphos January 1997 - December 1998
Commercial Bank of Delphos January 1993 - December 1996
City of Delphos, Ohio January 1990 - January 1996
Skills
Banking, Credit, Commercial Banking, Retail Banking, Credit Analysis, Loans, Credit Risk, Portfolio Management, Relationship Management, Commercial Lending, Cross Selling, Accounting, QuickBooks, Treasury Management, Finance, Underwriting, Customer Service, Mortgage Lending
Education
University of Phoenix 2014 — 2014
A
Graduate School of Banking 1998 — 2000
Diploma, Banking
The Ohio State University 1984 — 1988
Bachelor's degree, Accounting
First National Bank in New Bremen June 2015 - Present
The Delphos Country Club, Inc. January 2004 - Present
Farmers Insurance Agent June 2014 - June 2015
US Bank, NA January 2005 - November 2013
Commercial Bank of Delphos September 2002 - January 2005
Commercial Bank of Delphos January 1998 - September 2002
American Institute of Banking January 1998 - September 1999
Commercial Bank of Delphos January 1997 - December 1998
Commercial Bank of Delphos January 1993 - December 1996
City of Delphos, Ohio January 1990 - January 1996
Skills
Banking, Credit, Commercial Banking, Retail Banking, Credit Analysis, Loans, Credit Risk, Portfolio Management, Relationship Management, Commercial Lending, Cross Selling, Accounting, QuickBooks, Treasury Management, Finance, Underwriting, Customer Service, Mortgage Lending
Education
University of Phoenix 2014 — 2014
A
Graduate School of Banking 1998 — 2000
Diploma, Banking
The Ohio State University 1984 — 1988
Bachelor's degree, Accounting
Steven Weiler's US Bank, NA Experience 1997 - 2003
Job Senior Vice President/ Commercial Banking at KeyPoint Credit Union
Industry Banking
Experience
KeyPoint Credit Union 2012 - Present
Bank of America 2011 - 2012
Stanford Federal Credit Union September 2003 - January 2011
US Bank, NA 1997 - 2003
Skills
Loan Origination, Commercial Lending, Credit Risk, Lines Of Credit, Executive Management, Treasury Management, Team Building, Relationship Management, Commercial Banking, Strategic Planning, Real Estate, New Business Development, Commercial Real Estate, Loss Mitigation, Banking, Cross Selling, Government Loans, SBA 504, Program Management, Financial Analysis, Loans, Mortgage Lending, Rolling out commercial..., SBA, SBA 7A loans
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
Master of Business Administration (M.B.A.)
University of Wisconsin
Bachelor of Science, Criminal Justice
KeyPoint Credit Union 2012 - Present
Bank of America 2011 - 2012
Stanford Federal Credit Union September 2003 - January 2011
US Bank, NA 1997 - 2003
Skills
Loan Origination, Commercial Lending, Credit Risk, Lines Of Credit, Executive Management, Treasury Management, Team Building, Relationship Management, Commercial Banking, Strategic Planning, Real Estate, New Business Development, Commercial Real Estate, Loss Mitigation, Banking, Cross Selling, Government Loans, SBA 504, Program Management, Financial Analysis, Loans, Mortgage Lending, Rolling out commercial..., SBA, SBA 7A loans
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
Master of Business Administration (M.B.A.)
University of Wisconsin
Bachelor of Science, Criminal Justice
BRENDA WILES's US Bank, NA Experience October 2001 - October 2003
Job PATIENT ACCESS REGISTRAR at Aurora Health Care
Industry Hospital & Health Care
Experience
Aurora Health Care October 2003 - Present
US BANK NA October 2001 - October 2003
Skills
QUALITY ANALYSIS AND..., MEDICAL TRANSCRIPTION, MICROSOFT OFFICE 2010, MEDICAL INSURANCE AND..., HIPPA LAW AND ETHICS, MEDICAL TERMINOLOGY, ICD-9-CM
Education
RAMUSSEN COLLEGE 2011 — 2013
A.A.S., MEDICAL ADMINISTRATION
Huntington College 1998 — 2000
BACHELOR OF SCIENCE, ORGANIZATIONAL MANAGEMENT
Aurora Health Care October 2003 - Present
US BANK NA October 2001 - October 2003
Skills
QUALITY ANALYSIS AND..., MEDICAL TRANSCRIPTION, MICROSOFT OFFICE 2010, MEDICAL INSURANCE AND..., HIPPA LAW AND ETHICS, MEDICAL TERMINOLOGY, ICD-9-CM
Education
RAMUSSEN COLLEGE 2011 — 2013
A.A.S., MEDICAL ADMINISTRATION
Huntington College 1998 — 2000
BACHELOR OF SCIENCE, ORGANIZATIONAL MANAGEMENT
Hollie Stoker's US Bank, NA Experience March 2008 - May 2010
Job Commercial Credit Analyst
Industry Banking
Experience
Community 1st Credit Union February 2015 - Present
Community 1st Credit Union March 2013 - February 2015
Donatech Corporation June 2011 - November 2012
Wells Fargo Bank N.A. May 2010 - December 2010
U.S. Bank N.A. March 2008 - May 2010
Cambridge Investment Research Inc. March 2006 - July 2007
Physician Assistant Staffing Service, LLC March 2002 - June 2005
Skills
Process Improvement, Management, Leadership, Analysis, Microsoft Excel, Troubleshooting, Continuous Improvement, Customer Service, Loans, Banking, Financial Analysis, Credit, Team Building, Microsoft Office, Business Development, Sales, Finance
Education
Buena Vista University
Bachelor of Science, Business & Finance
Indian Hills Community College
Associate of Sciences, Business Management
Indian Hills Community College
Associate of Arts, Arts and Sciences
Community 1st Credit Union February 2015 - Present
Community 1st Credit Union March 2013 - February 2015
Donatech Corporation June 2011 - November 2012
Wells Fargo Bank N.A. May 2010 - December 2010
U.S. Bank N.A. March 2008 - May 2010
Cambridge Investment Research Inc. March 2006 - July 2007
Physician Assistant Staffing Service, LLC March 2002 - June 2005
Skills
Process Improvement, Management, Leadership, Analysis, Microsoft Excel, Troubleshooting, Continuous Improvement, Customer Service, Loans, Banking, Financial Analysis, Credit, Team Building, Microsoft Office, Business Development, Sales, Finance
Education
Buena Vista University
Bachelor of Science, Business & Finance
Indian Hills Community College
Associate of Sciences, Business Management
Indian Hills Community College
Associate of Arts, Arts and Sciences
Dan Sheff's US Bank, NA Experience 1997 - Present
Job Vice President at US Bank NA
Industry Financial Services
Experience
US Bank NA 1997 - Present
US Bank NA 1997 - Present
Education
St. Cloud State University
Bachelor of Science (BS), Accounting and Finance
US Bank NA 1997 - Present
US Bank NA 1997 - Present
Education
St. Cloud State University
Bachelor of Science (BS), Accounting and Finance
Therese Lang's US Bank, NA Experience 2000 - 2003
Job N/A
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2015 - Present
KleinBank January 2012 - June 2015
KleinBank January 2014 - June 2014
KleinBank April 2009 - December 2011
Community Bank Plymouth/KleinBank May 2006 - April 2009
Community Bank Plymouth/KleinBank September 2002 - May 2006
US Bank N.A. 2000 - 2003
Skills
Small Business Lending, Loans, Banking, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Retail Banking, Consumer Lending, Loan Origination, Commercial Mortgages, Mortgage Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Cash Management, Finance, Underwriting, Relationship Management, Asset Based Lending, Refinance
Education
St. Catherine University, St. Paul 2006 — 2015
Bachelor's Degree, Financial Economics Major; Accounting Minor
Office of the Comptroller of the Currency June 2015 - Present
KleinBank January 2012 - June 2015
KleinBank January 2014 - June 2014
KleinBank April 2009 - December 2011
Community Bank Plymouth/KleinBank May 2006 - April 2009
Community Bank Plymouth/KleinBank September 2002 - May 2006
US Bank N.A. 2000 - 2003
Skills
Small Business Lending, Loans, Banking, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Retail Banking, Consumer Lending, Loan Origination, Commercial Mortgages, Mortgage Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Cash Management, Finance, Underwriting, Relationship Management, Asset Based Lending, Refinance
Education
St. Catherine University, St. Paul 2006 — 2015
Bachelor's Degree, Financial Economics Major; Accounting Minor
Chris Staats's US Bank, NA Experience August 2008 - November 2011
Job Personal Banker 2 at Wells Fargo Bank N.A.
Industry Financial Services
Experience
Wells Fargo Bank N.A. June 2012 - Present
Eau Claire County August 2013 - November 2013
US Bank N.A. August 2008 - November 2011
Skills
Employee Benefits, Customer Service, Classroom, E-Learning, Financial Risk, HR Policies, Interviews, Internet, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Social Media, Social Networking, Office Management, PowerPoint, Research, Risk Assessment, Sellers, Small Business, Typing, Windows, Creative Writing, Warehousing, Banking, Sales, Call Centers, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Loan Origination, Credit, Home Equity Loans, Refinance, Training, Loan Servicing, Personal Banking, Deposits, Human Resources, Finance, Retail, Branch Banking, Credit Cards, Financial Services, Relationship Management, Financial Advisory, Cash Management, Time Management
Education
Chippewa Valley Technical College 2009 — 2014
Pursuing Associate's degree in Business Management, Business Administration and Management, General
Chippewa Valley Technical College 2009 — 2013
Associate's degree in Human Resourse Management, Human Resources Management/Personnel Administration, General
Wells Fargo Bank N.A. June 2012 - Present
Eau Claire County August 2013 - November 2013
US Bank N.A. August 2008 - November 2011
Skills
Employee Benefits, Customer Service, Classroom, E-Learning, Financial Risk, HR Policies, Interviews, Internet, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Social Media, Social Networking, Office Management, PowerPoint, Research, Risk Assessment, Sellers, Small Business, Typing, Windows, Creative Writing, Warehousing, Banking, Sales, Call Centers, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Loan Origination, Credit, Home Equity Loans, Refinance, Training, Loan Servicing, Personal Banking, Deposits, Human Resources, Finance, Retail, Branch Banking, Credit Cards, Financial Services, Relationship Management, Financial Advisory, Cash Management, Time Management
Education
Chippewa Valley Technical College 2009 — 2014
Pursuing Associate's degree in Business Management, Business Administration and Management, General
Chippewa Valley Technical College 2009 — 2013
Associate's degree in Human Resourse Management, Human Resources Management/Personnel Administration, General
Pao Lee's US Bank, NA Experience July 2001 - January 2004
Job Student at Saint Paul CollegeA Community and Technical College
Industry
Experience
HOPE COMMUNITY ACADEMY April 2007 - July 2012
Saint Paul Public Schools February 2004 - October 2006
US BANK N.A July 2001 - January 2004
Education
Saint Paul College-A Community and Technical College 2013 — 2016
Inver Hills Community College
Health Information Technology Program
Minnesota School of Business
A.A.S. Degree, Multimedia Computer Graphics Design
HOPE COMMUNITY ACADEMY April 2007 - July 2012
Saint Paul Public Schools February 2004 - October 2006
US BANK N.A July 2001 - January 2004
Education
Saint Paul College-A Community and Technical College 2013 — 2016
Inver Hills Community College
Health Information Technology Program
Minnesota School of Business
A.A.S. Degree, Multimedia Computer Graphics Design
Pao Lee's US Bank, NA Experience July 2001 - January 2004
Job Student at Saint Paul CollegeA Community and Technical College
Industry
Experience
HOPE COMMUNITY ACADEMY April 2007 - July 2012
Saint Paul Public Schools February 2004 - October 2006
US BANK N.A July 2001 - January 2004
Education
Saint Paul College-A Community and Technical College 2013 — 2016
Saint Paul College-A Community and Technical College 2013 — 2016
Inver Hills Community College
Health Information Technology Program
Minnesota School of Business
A.A.S. Degree, Multimedia Computer Graphics Design
HOPE COMMUNITY ACADEMY April 2007 - July 2012
Saint Paul Public Schools February 2004 - October 2006
US BANK N.A July 2001 - January 2004
Education
Saint Paul College-A Community and Technical College 2013 — 2016
Saint Paul College-A Community and Technical College 2013 — 2016
Inver Hills Community College
Health Information Technology Program
Minnesota School of Business
A.A.S. Degree, Multimedia Computer Graphics Design
Catherine Earley's US Bank, NA Experience May 2007 - May 2009
Job Personal Banker at Wells Fargo
Industry
Experience
Wells Fargo October 2009 - Present
US Bank, NA May 2007 - May 2009
Skills
Management, Leadership, Finance, Banking, Sales, Portfolio Management, Cross Selling, Customer Service, Microsoft Excel, Credit
Education
Metropolitan State University
Bachelor of Applied Science (BASc), Finance, General, 3.5
Wells Fargo October 2009 - Present
US Bank, NA May 2007 - May 2009
Skills
Management, Leadership, Finance, Banking, Sales, Portfolio Management, Cross Selling, Customer Service, Microsoft Excel, Credit
Education
Metropolitan State University
Bachelor of Applied Science (BASc), Finance, General, 3.5
Brian Rummel's US Bank, NA Experience December 2014 - Present
Job Small Business Specialist at US Bank N.A.
Industry Banking
Experience
US Bank N.A. December 2014 - Present
US Bank May 2010 - November 2014
US Bank October 2009 - May 2010
Chase Bank January 2008 - October 2009
Education
University of Northwestern - St. Paul 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
US Bank N.A. December 2014 - Present
US Bank May 2010 - November 2014
US Bank October 2009 - May 2010
Chase Bank January 2008 - October 2009
Education
University of Northwestern - St. Paul 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.