Washington Trust Bank
Industry: Company
DescriptionWashington Trust Bank is an American diversified financial services holding company headquartered in Spokane, Washington. It is the oldest and largest privately held commercial bank in the Pacific Northwest. There are more than 40 financial centers and offices in Washington, Idaho and Oregon with nearly 850 employees. Headquarters: Spokane, Washington, United States Founded: 1902 Number of employees: 1,021 Parent organization: W.T.B. Financial Corporation Subsidiary: Washington Trust Bank, Asset Management Arm
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Washington Trust Bank Employees
Inland Northwest Bank September 2015 - Present
Washington Trust Bank May 2013 - September 2015
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Underwriting
Education
University of Idaho 2006 — 2010
Bachelor’s Degree, Finance
Washington Trust Bank 2011 - Present
Washington Trust Bank October 1999 - July 2011
Washington Trust Bank February 1987 - September 1999
Washington Trust Bank July 1981 - February 1987
Washington Trust Bank July 1979 - June 1981
Skills
Banking, Vendor Management, Product Development, Risk Management, Credit, Commercial Banking, Payments, Compliance, Market Research, Retail Banking, Operations Management, Deposits, Cash Management, IRAs, Debit Cards, Product Management, Strategy, Management, Financial Services, Loans, Portfolio Management, Financial Analysis
Education
Whitworth University 2012 — 2015
Bachelor’s Degree, Organizational Management, Summa Cum Laude
Vanderbilt University BAI Management 2003 — 2004
BAI Graduate of Bank Operations and Technology, Accounting and Finance
Northwest Intermediate Banking School 1989 — 1989
Banking and Financial Support Services
Spokane Falls Community College 1980 — 1983
Associate's Degree, Management
Hummel Architects PLLC March 2014 - Present
Art Institute of Pittsburgh July 2013 - March 2014
Niche Interior Solutions July 2013 - March 2014
Washington Trust Bank May 2011 - June 2013
Art Institute of Pittsburgh June 2012 - November 2012
Self-Employed August 2009 - May 2011
Washington State University 2008 - 2010
St. Luke's Regional Medical Center April 2004 - April 2006
St. Luke's Regional Medical Center September 2000 - August 2002
St. Luke's Regional Medical Center October 1998 - August 2000
Skills
Revit, AutoCAD Architecture, ArchiCAD, Adobe Creative Suite, Advertising, Graphic Design, Excel, Editing, Illustrator, InDesign, Social Media, PowerPoint, Word, Interior Design, Photoshop, AutoCAD, Space-planning, Marketing, Microsoft Office, SketchUp, Marketing Communications, Microsoft Word, Graphics, Creative Direction, Brochures, Marketing Strategy, Media Relations, Budgets, Copywriting, Interior Architecture, Concept Development, Rendering, Design Research, Hand Drafting, 3D rendering, Residential Design, Design Thinking, Facebook, Sketching, Illustration, Event Planning, Photography, Space planning, Furniture, Space Planning, Drawing, Submittals
Education
Washington State University 2007 — 2010
MA, Interior Design
The College of Idaho 1988 — 1992
BA, Art
Capital High School 1984 — 1988
Northwest Investment Counselors, LLC November 2013 - Present
U.S. Trust, Bank of America Private Wealth Management February 2011 - November 2013
Washington Trust Bank March 2005 - February 2011
NW Investment Counselors 2004 - 2005
Bank of the Northwest 2000 - 2004
Northern Bank of Commerce 1996 - 2000
U.S. Bank 1986 - 1996
Skills
Wealth Management, Estate Planning, Investment Management, Private Banking, Leadership, Mutual Funds, Retirement, Trusts, Wealth, Strategy, Financial Advisory, Series 63
Education
Cannon Financial Institute 2005 — 2006
Personal Trust Administration
University of Oregon 1985 — 1989
Bachelor of Arts (B.A.), Rhetoric and Communications
Series 7 and 66
Lakeside Capital Group 2015 - Present
Washington Trust Bank 2006 - Present
Itron, Inc. 2005 - 2014
Itron, Inc. 2002 - 2004
LineSoft Corporation 2000 - 2002
SS&C Technologies 1996 - 2000
SS&C Technologies 1993 - 1996
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, SEC filings, Sales Management, Accounting, Management, Auditing, Business Process..., CPA, Forecasting, US GAAP, Strategic Planning, Start-ups, Revenue Recognition, Executive Management, Finance, GAAP, Mergers & Acquisitions, Risk Management, Restructuring, Business Planning, Budgets, Business Strategy, Internal Audit, Process Improvement, Enterprise Risk..., ERP, Financial Accounting, Sarbanes-Oxley, Tax, Analysis, Financial Audits, Cash Management, Cost Accounting, Financial Modeling, Acquisition Integration, Consolidation, Corporate Finance, Managerial Finance, Due Diligence, Strategy, Hyperion Enterprise, Strategic Financial..., Business Analysis, Treasury Management, Working Capital..., Treasury, SEC Filings
Education
University of Denver 1989 — 1989
Master of Taxation, Tax
University of Washington, Michael G. Foster School of Business 1981 — 1985
BA, Business Administration, Accounting
U.S. Bank August 2015 - August 2015
Washington Trust Bank May 2015 - August 2015
Indian Canyon Golf Course June 2009 - August 2014
Skills
Data Analysis, Microsoft Office, Higher Education, Financial Accounting, Analytical Skills, High Achiever, Continuous Improvement, Leadership, Teamwork, Analysis, PowerPoint, Public Speaking, Research, Time Management, Customer Service
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Bachelor of Science (B.S.), Finance and Accounting, 3.82
Lewis & Clark High School 2009 — 2013
Dentistry for Kids September 2010 - Present
US Bank Home Mortgages January 2009 - September 2009
Washington Trust Bank January 2005 - January 2009
CUNA -- Credit Union National Association 2004 - 2005
Wells Fargo Capital Finance 2002 - 2004
Greater Nevada Credit Union January 1997 - 2002
Skills
Dentistry, Restorative Dentistry, Dental Assisting, Dentrix, Teeth Whitening, Orthodontics, Infection Control, Dental Care, Vital Signs, Radiology, Surgery, Cpr Certified, Digital Radiography, X-ray
Education
Milan
Dental Assisting/Assistant
Norther Nevada real estate school
Real Estate
Truckee Meadows Community College
Washington Trust Bank March 2015 - Present
Umpqua Bank July 2013 - March 2015
Washington Trust Bank 2015 - 2015
Washington Trust Bank 2015 - 2015
Sterling Savings Bank March 2007 - July 2013
Sterling Savings Bank February 2003 - March 2007
Skills
Lines Of Credit, Banking, Commercial Lending, Consumer Lending, Loans, Private Banking, Credit, Retail Banking, Organization Skills, Customer Service, Loan Origination, Commercial Banking, Branch Management, Training, Project Management, Process Improvement, Leadership, Management, Credit Analysis, Small Business Lending, Mortgage Lending, Financial Analysis, Risk Management, Human Resources, Portfolio Management, Finance
Education
Whitworth University 2015 — 2015
SHRM, Human Resources
Spokane Falls Community College 2003 — 2005
Business / psychology
Spokane Falls Community College
Columbia Bank November 2014 - Present
Panhandle State Bank May 2001 - October 2014
Washington Trust Bank May 1999 - May 2001
Treo Funding May 1998 - May 1999
CLS Mortgage May 1996 - May 1998
Beneficial Finance October 1986 - May 1996
Skills
Loan Operations, Loan Documents, Loan Servicing, Loan Modifications, Government Loans, Loans, Construction Loans, Residential Mortgages, Account Reconciliation, Internal Audit, FHA Financing, Commercial Lending, Consumer Lending, Banking, Credit, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Banking, Risk Management, Underwriting, Loan Origination, Financial Analysis
Education
Trend Business College 1985 — 1986
Legal Administrative Assistant, Legal Administrative Assistant/Secretary
University of Idaho 1984 — 1985
Business Administration and Management, General
Fred Hutchinson Cancer Research Center April 2008 - Present
Washington Trust Bank January 2004 - October 2007
City of Spokane January 2000 - December 2003
Bogle & Gates, PLLC October 1986 - April 1997
Skills
Research, Nonprofits, Data Analysis, Team Building
Education
University of Alaska Fairbanks 1980 — 1983
Business Administration and Management, General
Washington Trust Bank March 2014 - Present
Bank of the West October 1995 - March 2014
Bank of the West August 1995 - March 2014
Union Bank 1988 - 1995
Bank of America 1980 - 1985
Skills
Contract Negotiation, Acquisition Integration, Wealth Management, Private Banking, Banking, Securities, Risk Management, Financial Risk, Financial Services, Commercial Lending, Retail Banking, Commercial Banking, Consumer Lending, Due Diligence, Project Management, Credit Analysis, Management
Education
University of San Francisco 1976 — 1980
BA/MA, Economics
The Blake Schools 1970 — 1976
High School
Inland Northwest Bank August 2015 - Present
Umpqua Bank August 2013 - Present
Inland Northwest Bank January 2008 - August 2013
National City Mortgage July 2005 - January 2008
Washington Trust Bank June 1994 - June 2005
Graduated Leadership Spokane 2002 - 2002
Skills
Loans, Commercial Lending, Banking, Portfolio Management, Small Business Lending, Commercial Banking, Credit, Mortgage Lending, Underwriting, Financial Analysis, Residential Homes, Risk Management, Refinance, Lines Of Credit, Cash Management, Commercial Real Estate, New Business Development, Credit Analysis, Team Building, Consumer Lending
Education
Pacific Coast Banking School 2010 — 2012
Completed, Banking managment
The University of Montana - School of Business Administration 1989 — 1993
Bachelor of Science (BS), Finance
Davidson by Design January 2013 - Present
Wells Fargo Bank November 2005 - January 2013
Washington Trust Bank 2004 - 2005
Skills
Loans, Credit, Banking, Finance, Commercial Banking, Commercial Lending, Credit Analysis, Customer Service, Lines Of Credit
Education
Gonzaga Prep
University of Idaho
BS, Finance
Wenatchee Valley College May 2011 - Present
Columbia Valley Community Health July 2008 - May 2011
Washington Trust Bank October 2007 - July 2008
American Behavioral Health Systems June 2007 - October 2007
Adept Assessment/Treatment Center October 2005 - June 2007
Skills
Network Administration, Technical Support, Help Desk Support, Cisco Technologies, Troubleshooting, VMware ESX, VMware Infrastructure, VMware Server, VMware Workstation, Software Installation, Active Directory, Citrix, System Administration, Therapists, Virtualization, PowerPoint, Chemical Dependency, Cisco Call Manager, Windows Server, Windows, Group Policy, Customer Service, Microsoft Word, Microsoft Excel, SharePoint, Microsoft Office, Information Technology
Education
Interface College 2007 — 2008
CompTIA A+ Certification, IT Technician Designation, Computer Hardware/Software, Networking, and Security
Spokane Falls Community College 2004 — 2006
CDP Certificate, Chemical Dependency Professional Studies
Washington Trust Bank March 2012 - Present
Countrywide Home Loans August 2003 - August 2008
CitiFinancial September 1994 - August 2003
Mortgage Express January 1992 - August 1994
Skills
Loans, Mortgage Lending, Team Building, Management, Underwriting, Training, Leadership, Coaching, Recruiting, Strategic Planning, Insurance, Performance Management, Banking, Customer Service, Sales
Education
University of Oregon - Charles H. Lundquist College of Business 1983 — 1987
BS, marketing
Washington Trust Bank October 2010 - Present
Thornton Byron LLP June 2007 - September 2009
Hanna Strader July 2004 - June 2007
Skills
Trusts, Estate Tax Planning, Estate Planning, Powers of Attorney, Wills, Tax Law, Legal Research, Litigation, Commercial Litigation, Tax, Gift Tax, Real Estate, Estate Administration, Mergers, High Net Worth..., Elder Law, Asset Protection, Legal Writing, Securities, ERISA
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2004
LL.M., Taxation
Vermont Law School 2000 — 2003
JD
Whitworth University 1995 — 1998
B.A., Peace Studies
United Health Services Credit Union April 2012 - Present
Washington Trust Bank July 2008 - January 2012
Washington Mutual Bank 1998 - 2003
Skills
Banking, Loans, Sales Management, Sales, Small Business, Strategic Planning, Mortgage Lending, Customer Service, Credit, Small Business Lending, Financial Services
Education
Western Governors University 2011 — 2016
Bachelor of Education (B.Ed.), Elementary Education and Teaching
The University of Montana 1992 — 1996
Hasbro December 2014 - Present
Raytheon November 2012 - December 2014
Citizens Bank June 2012 - August 2012
AIPSO January 2012 - May 2012
Leisure Bay December 2008 - May 2012
South County Hospital September 2011 - December 2011
Washington Trust Bank December 2010 - April 2011
University of Rhode Island September 2010 - December 2010
University of Rhode Island January 2010 - June 2010
Skills
Six Sigma, Access, Excel, Word, PowerPoint, Ariba, Oracle Discoverer
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Business Administration, Senior Year
University of Rhode Island - College of Business Administration 2008 — 2012
BA, Supply Chain Management
Washington Trust Bank May 2013 - Present
Zions Bank June 2010 - April 2013
Zions Bank June 2009 - June 2010
Rudolph Motors 2002 - 2009
Skills
Management, Insurance, Credit, Portfolio Management, Credit Analysis, Loan Origination, Commercial Banking, Real Estate Financing, Commercial Real Estate, Commercial Mortgages, Underwriting, Banking, Asset Management, Lines Of Credit, Small Business Lending, Budgets, Sales Management, Commercial Lending, Team Leadership, Data Analysis, Loans, Leadership, Risk Analysis, Consumer Lending, Risk Management, Customer Service, Real Estate, Marketing, Auditing, Financial Accounting, Strategic Planning, Process Improvement, Sales, Investments, Financial Structuring, Financial Analysis, Microsoft Office, Strategic Financial..., Team Building, Microsoft Excel, Analysis, Business Development, Finance
Education
University of Idaho 2001 — 2005
B.S, Business Management & Human Resources
Digital Insight an NCR subsidiary August 2013 - Present
Digital Insight August 2011 - August 2013
Intuit August 2011 - July 2013
Washington Trust Bank November 2003 - September 2011
Washington Trust Bank October 2003 - September 2009
Washington Trust Bank June 1999 - November 2003
WashingtonTrust Bank June 1999 - October 2003
Texas Tech University June 1997 - July 1999
University of Montana May 1997 - June 1999
Skills
Banking, Vendor Management, Product Management, Business Development, Strategic Planning, Program Management, Project Management, Marketing Strategy, Coaching, Problem Solving, Internet Banking, Payments, Employee Relations, Market Research, Management, Credit
Education
University of Montana 1993 — 1997
Bachelor of Arts, Organizational Communications
Helena High School 1989 — 1993
Washington Trust Bank 2011 - Present
University of Rhode Island February 2010 - Present
Washington Trust September 2011 - May 2012
URI May 2010 - September 2010
Citizen Bank July 2009 - September 2009
Education
University of Rhode Island 2007 — 2012
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
University of Rhode Island 2007 — 2012
Bachelor of Science, Business; Supply Chain Management
University of Rhode Island 2007 — 2012
Bachelor of Science, Political Science
Ministry of Business, Innovation and Employment March 2015 - Present
Washington Trust Bank September 2013 - September 2014
Washington Trust Bank June 2013 - September 2013
University of Idaho February 2012 - November 2012
Hart Capital Management May 2011 - July 2011
Hamilton-Lowe Aquatics Center April 2010 - July 2010
Skills
Microsoft Office, PowerPoint, Research, Outlook, Higher Education, Microsoft Excel, Microsoft Word, Data Entry, Public Speaking, Community Outreach, Customer Service, Administrative..., Access, Student Affairs, Non-profits, Data Analysis, Human Resources, Policy, Management
Education
University of Idaho 2009 — 2013
Bachelors of Science, Business Management and Human Resources
Gonzaga Preparatory High School 2005 — 2009
CBRE July 2013 - Present
Century 21 Beutler & Associates February 2013 - May 2013
Century 21 Beutler & Associates October 2012 - May 2013
Washington Trust Bank May 2011 - August 2012
Washington Trust Bank May 2011 - August 2012
Skills
Financial Analysis, Microsoft Excel, Banking, Investments, Strategic Planning, Finance, Budget, Credit, Marketing, Management, Real Estate
Education
The University of Montana 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Marketing, 3.58
Mead Senior High School
proschools.com
Licensed Washington Real Estate Broker, License #113449, Real Estate
Washington Trust Bank June 2011 - Present
Windermere Cronin & Caplan Realty Group, Inc April 2006 - August 2010
AT & T June 2005 - April 2006
AT & T June 2004 - May 2005
AT & T January 2001 - December 2003
AT & T April 1999 - January 2001
Education
University of Portland 1992 — 1996
B of A, Business
Imperial PFS October 2003 - Present
Washington Trust Bank January 1995 - October 2003
Starplex Crowd Management 1995 - 2003
Skills
Loans, Credit, Underwriting, Insurance, Finance, Financial Analysis, Customer Service, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Commercial Lending, Credit Analysis, New Business Development, Sales, Banking, Small Business
Education
Spokane Falls Community College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), General Studies
Medical Lake High School 1989 — 1993
Diploma, General Studies
Washington Trust Bank March 2015 - Present
US Bank March 1990 - February 2015
us bank 1991 - 2009
us bank 1991 - 2008
Skills
Commercial Banking, Investments, Portfolio Management, Loans, Relationship Management, Credit, Management, Commercial Lending, Leadership, Treasury Management, Credit Analysis, Banking, Mergers & Acquisitions, Strategic Planning, Small Business Lending, Business Development, Sales, Underwriting, Financial Services, Risk Management, Deposits
Education
University of Oregon 1985 — 1989
B.S., Marketing, Finance
Estancia High School 1981 — 1985
Pacific Coast Banking School
Pacific Coast Banking School
Washington Trust Bank April 2015 - Present
Dunkin & Bush, Inc. June 2012 - May 2015
Dunkin & Bush, Inc. May 2010 - August 2010
Dunkin & Bush, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Strategic Planning, Microsoft Word, PowerPoint, VBA, SQL, Financial Reporting, Budgets, Forecasting, Finance, Access, Leadership, Time Management, Data Analysis, Customer Service
Education
University of Idaho 2005 — 2012
B.S., B.A., Finance, Spanish
Biogen Idec March 2013 - Present
NextG Networks May 2011 - December 2012
Planned Parenthood League of Massachusetts November 2004 - August 2011
Planned Parenthood League of Massachusetts January 2006 - October 2010
Washington Trust Bank December 2000 - May 2004
Skills
Training, Administrative..., Management, PowerPoint, Access, Policy
Education
The University of Montana 1996 — 2000
BACHELOR OF ARTS, LIBERAL STUDIES; History, Anthropology, and Sociology
Numerica Credit Union December 2010 - Present
Ambitions of Washington February 2010 - December 2010
Washington Trust Bank September 2008 - February 2010
Skills
Human Resources, Recruiting, Interviews, New Hire Orientations, Background Checks, Employee Benefits, HR Policies, Banking, Credit, Job Fairs, Customer Service, Employee Relations, Onboarding, Employee Training, Retail Banking
Education
Eastern Washington University 2006 — 2008
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Spokane Falls Community College 2000 — 2002
Associate of Arts (AA), Business
Blastworks Inc. August 2015 - Present
GameHouse April 2015 - August 2015
GameHouse / RealNetworks May 2011 - April 2015
Washington Trust Bank December 2010 - May 2011
Skills
Microsoft Office, Outlook, Project Management, Microsoft Excel, Photoshop, Social Media, Customer Service, Calendaring, Event Planning, SnagIt, Space Planing, Expense Reports, Problem Solving, Travel Planning, Oral & Written..., Contract Management, Interpersonal..., Collaboration, Video Games, Space planning, Microsoft Word, Confidentiality, Facebook, Office Management, Social Networking, Process Scheduler, Competitive Analysis, Management, Account Reconciliation, Executive Support, Team Building
Education
Washington State University 2005 — 2009
Bachelor of Arts (B.A.), Interior Design
Spokane Falls Community College 2002 — 2004
Associate of Arts (A.A.), General Studies
Umpqua Bank April 2011 - Present
Washington Trust Bank October 2004 - April 2011
Washington Mutual Bank February 2002 - October 2004
Bank of America June 1984 - February 2002
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Middle Market, Mergers, Credit, Asset Based Lending, Banking, Credit Analysis, Commercial Mortgages, Treasury Management, Underwriting, Portfolio Management, Finance
Education
Pacific Coast Banking School 1989 — 1991
Graduate, Commercial Banking
University of Portland 1982 — 1984
MBA, Business
University of Idaho 1970 — 1976
BS, Finance
Seattle Bank August 2015 - Present
Washington Trust Bank October 2007 - August 2015
KeyBank October 2004 - November 2007
KeyBank August 1999 - October 2004
Key Bank November 1997 - July 1999
Peoples Heritage Bank 1994 - 1997
Skills
Banking, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Wealth Management, Credit, Retail Banking, Mortgage Lending, Credit Analysis, High Net Worth..., Portfolio Management, Private Banking, Credit Risk, Finance, Commercial Mortgages, Financial Analysis, Consumer Lending, Lines Of Credit
Education
University of Maine 1989 — 1992
BS, International Affairs/Economics
Leavitt Area High School 1984 — 1988
DHL Express September 2014 - Present
Washington Trust Bank September 2013 - December 2013
DHL July 2013 - August 2013
W.T. Kenney Co. May 2013 - August 2013
DHL June 2012 - August 2012
Skills
Teamwork, Leadership, Team Leadership, Public Speaking, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Marketing, Spanish, Research
Education
University of Rhode Island 2010 — 2014
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
MediaWorks Limited January 2015 - Present
Huldra Silver Inc November 2012 - July 2013
Washington Trust Bank November 2011 - February 2012
Skills
Loans, Mortgage Lending, Refinance, Credit, Credit Analysis, Financial Analysis, Loan Origination, Customer Service, Financial Risk, Microsoft Office, Microsoft Word, Cross Selling, FHA, Asset Management, FHA financing, PowerPoint, Accounting, Microsoft Excel, Finance, Assay Development, Product Sampling, Analytical Techniques, Human Resources, High Level Of..., Data Entry, Flotation, Multi Tasking, Quality Control, Troubleshooting, Employee Relations, Employee Training, Highly detail oriented, Office Administration, Office Management, Spreadsheets, Payroll, Confidentiality, Purchase Orders, Time Management, File Management, QuickBooks, Cash Management, Expense Reports, Invoicing, Travel Arrangements, Meeting Scheduling, Administrative...
Education
Spokane Falls Community College 2009 — 2011
Business operations, Business operations
Boom August 2013 - Present
Magner Sanborn September 2009 - August 2013
seanfinley.com February 2008 - September 2009
Digital Itch October 2006 - February 2008
Washington Trust Bank 2006 - 2006
Skills
Animation, Motion Graphics, Graphics, Video, Television, Film, Photoshop, Advertising, Writing, Graphic Design, Editing, After Effects, Adobe Creative Suite, Production, Final Cut Pro, Creative Direction, Illustrator, Premiere, Creative Writing, Video Editing, Photography, Copywriting, Creative Strategy, Video Production, Commercials, Screenwriting, Short Films, Independent Film, Film Editing, Script-writing, Post Production, Digital Media
Education
Spokane Falls Community College 2004 — 2006
AAS, Graphic/Web Design
SVC Seattle 2001 — 2002
Washington Trust Bank 2013 - 2015
Plaza Bank 2010 - 2012
Plaza Bank 2006 - 2009
Embry-Riddle Aeronautical University 2004 - 2005
Skills
Banking, Risk Management, Retail Banking, Commercial Banking, Vendor Management, Small Business Lending, Cash Management, Consumer Lending, Business Continuity, Portfolio Management, Process Improvement, Financial Analysis, Loans, Credit, Treasury Management, Executive Management, IT Management, Commercial Lending
Education
University of West Florida 1995 — 1995
Master of Business Administration (MBA)
University of Oklahoma 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Washington Trust Bank September 2013 - Present
Sykes- Ally Bank formally GMAC along with Washington Mutual Bank December 2004 - June 2013
Skills
Exceptional People..., Customer Service, Customer Satisfaction, Customer Service..., Computer Proficiency, Computer Software..., Email, Email Strategy, Banking, Banking Law, Financial Services, Customer Experience, Credit Cards, Telephone Skills, Back Office, Finance, Relationship Management, Mortgage Servicing, Financial Markets, Financial Transactions
Education
University of Phoenix 2010 — 2014
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
University of Phoenix 2008 — 2010
Associate of Arts (AA), Financial Planning and Services
Evergreen Home Loans NMLS 3182 June 2015 - Present
Washington Trust Bank March 2013 - June 2015
Wells Fargo Home Mortgage May 2012 - March 2013
Verizon Wireless 2007 - 2012
Alert Cellular March 2005 - January 2007
Skills
Sales Management, Retail, Mortgage Lending, Loans, Refinance, Investment Properties, Finance, FHA, Loan Origination, Sales, VA Loans, Customer Service, Credit, Mortgage Banking, Management, First Time Home Buyers, Banking, Budgets, Business Development, Customer Experience, Customer Satisfaction, Direct Sales, Leadership, Negotiation, New Business Development, Real Estate, Residential Homes, Residential Mortgages, Sellers, Selling, Training, Small Business
Education
University of Phoenix 2007 — 2011
Bachelor's degree, Accounting
Eagle High School 1998 — 2002
Diploma
City of Spokane October 2014 - Present
Washington Trust Bank February 2015 - March 2015
Alpha Kappa Psi: Phi Omega May 2014 - September 2014
National Concessions Group June 2014 - August 2014
Better Business Bureau of Eastern Washington, North Idaho, Montana September 2013 - May 2014
Alpha Kappa Psi: Phi Omega May 2013 - May 2014
Cerenzia Espresso February 2012 - February 2014
Starbucks June 2010 - August 2011
Blockbuster October 2008 - June 2010
Skills
Customer Satisfaction, Sales, Management, Leadership, Time Management, Customer Service, Employee Relations, Program Management, Policy, Teamwork, Retail
Education
Gonzaga University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Human Resource Management
Spokane Falls Community College 2009 — 2011
Associate of Arts (A.A.), General Studies
Tableau Software July 2015 - Present
Tableau Software October 2012 - June 2015
Insight Direct USA July 2010 - September 2012
Washington Trust Bank August 2008 - July 2010
TruGreen LandCare March 2008 - July 2008
Skills
Account Management, Sales, Salesforce.com, Sales Management, Training, Direct Sales, CRM, Sales Process, Solution Selling, Cloud Computing
Education
University of Idaho 2003 — 2007
Bachelor of Science (BS), Marketing
Taylor Morgage Loans a Division of Pinnacle Capital Mortgage Corp - NMLS #81395 March 2015 - Present
First American Title June 2013 - October 2014
JP Morgan Chase December 2009 - June 2013
Washington Trust Bank February 2005 - December 2009
Skills
Mortgage Lending, Real Estate Transactions, Refinance, FHA, VA loans, USDA, Residential Homes, Escrow, Closing Real Estate..., Credit Analysis, Loan Origination, Title Clearing, Referrals, Investment Properties, First Time Home Buyers
Education
University of North Carolina at Greensboro 2003 — 2004
Bryan School of Business & Economics
Pierce College at Fort Steilacoom 1992 — 1995
Associate of Arts and Sciences (A.A.S.), Arts and Sciences
Washington Trust Bank August 2002 - Present
SAFECO Credit Company October 1994 - April 2002
Education
University of Idaho
Bachelor's degree, Finance and Management
Washington Trust Bank August 2012 - Present
Mountain West Bank September 2011 - August 2012
First Montana Bank September 2010 - August 2011
Skills
SBA, Loans, Credit, Banking, Commercial Banking, Small Business Lending, Loan Origination, Refinance, Retail Banking, Construction Loans, Consumer Lending
Education
The University of Montana 2003 — 2005
Business Administration and Management, General
Mount Spokane High School
Numerica Credit Union October 2014 - Present
Freelance - Design September 2005 - Present
Eye4Art Foundation January 2013 - Present
Mead Education Foundation March 2013 - Present
Washington Trust Bank April 2012 - October 2014
Rudeen Development December 2011 - August 2013
Sterling Savings Bank February 2009 - April 2012
Mead Education Foundation December 2007 - February 2009
Skills
Email Marketing, Adobe Creative Suite, Marketing, Newsletters, Social Media Marketing, Social Networking, Web Design, Sales, Graphic Design, InDesign, Facebook, Advertising, Customer Service, Logo Design, Collaboration, Color Theory, Event Management, Event Planning, Cold Calling, Building Business..., WordPress, Illustrator, Brand Development, Marketing Communications, Contract Negotiation, Cross Selling
Education
Spokane Falls Community College
Design and Visual Communications, General
Mead High School
Enlivant September 2014 - Present
Washington Trust Bank January 2012 - December 2012
Wells Fargo Home Mortgage April 2011 - December 2011
Bank of America May 2009 - August 2010
CTX Mortgage June 2007 - March 2008
Wells Fargo Home Mortgage April 1998 - June 2007
Skills
Relationship Management, Customer Relations, Loan Origination, Reverse Mortgages, Refinance, Mortgage Banking, FHA, Banking, Residential Mortgages, Credit, Credit Analysis, Investment Properties, First Time Home Buyers, Managerial Finance, Sales Presentations, Employee Relations, Government Loans, VA Loans, Real Estate, FHA Financing, Referrals, Home Equity Lines of..., Sales Coaching, Residential Homes, Management, USDA, Investments, Consumer Lending, REO, Home Equity Loans, Sales Management, Income Statement, Certified Mortgage..., Financial Analysis, Team Leadership, Leadership Development, Employee Training, Employee Management, Employer Branding, Relationship Building, Loans, Mortgage Lending
Education
University of Nevada-Reno
BS
Viewpoint Construction Software September 2014 - Present
Department of Energy March 2014 - Present
Plum Creek March 2010 - March 2014
Washington Trust Bank August 2005 - March 2010
Tyco Healthcare September 1996 - August 2005
Skills
VMware ESX, Windows Server, Windows 7, Project Management, Team Management, Enterprise Architecture, Active Directory, CommVault, Splunk, Microsoft Exchange, Wireshark, WSUS, Nessus, IIS, Cisco UCS, SharePoint, MCSE 2003, ITIL v3 Foundations..., Microsoft SQL Server, Linux, Solarwinds, Sarbanes-Oxley, Security Audits, Penetration Testing, Storage Area Networks, VMWARE vCenter Server..., IBM Tivoli, Disaster Recovery, SAN, VMware, Data Center, Networking, Security, Servers, Cloud Computing
Education
University of California, Davis 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Piedmont High School 1989 — 1993
Mountain West Bank April 2009 - Present
Washington Trust Bank January 2006 - April 2009
Spokane Recycling Products August 2004 - January 2006
Skills
Credit Analysis, Credit, Commercial Banking, Commercial Lending, Loans, Banking, Small Business Lending, Credit Risk, Financial Analysis, Portfolio Management, Mortgage Lending, Retail Banking, Lines Of Credit, Financial Risk, Asset Based Lending, Private Banking, Cash Flow, Cash Management, Commercial Mortgages, Finance, Loan Origination, Underwriting, Construction Loans, Risk Management, Consumer Lending, Refinance, Investments, Deposits, Treasury Management
Education
University of Idaho 2000 — 2004
Bachelor's degree, Accounting
Umpqua Bank April 2014 - Present
Sterling Savings Bank March 2011 - Present
Washington Trust Bank December 2005 - July 2011
Washington Trust Bank September 2009 - March 2011
Skills
Product Management, Management, Program Management, Strategy
Education
University of Iowa 1985 — 1990
Bachelor's degree, Communications and Political Science
TD Bank April 2014 - Present
Spokane County Title Company June 2012 - October 2012
Chuck Horne Real Estate Closings September 2006 - June 2012
Allied Escrow 2005 - September 2006
AmericanWest Bank July 2003 - May 2005
Sterling Savings Bank 2000 - 2003
Washington Trust Bank 1996 - 2000
Skills
USDA, Short Sales, Real Estate, First Time Home Buyers, Mortgage Lending, Sellers, REO, Title Insurance, Banking, VA loans, Mortgage Banking, Loans, Refinance, Real Estate Transactions, Closings, New Home Sales, Relocation, VA Loans
Education
University of Montana
Washington State Bar Assoc.
New York Life Insurance Company May 2012 - Present
Bishop Feehan High School August 2006 - Present
Washington Trust Bank November 2006 - July 2012
Universal Mortgage Corporation April 1994 - November 2006
Fleet Mortgage Corp February 1984 - April 1994
Woonsocket H.S. March 1976 - June 1984
R.I. College August 1979 - November 1983
Skills
Mortgage Lending, Retirement Planning, Loan Origination, Refinance, Insurance, Finance, Real Estate, Financial Services, Residential Homes, Securities, Foreclosures, Sales, Accounting, Mortgage Banking, Credit, Loans, Residential Mortgages, FHA, Banking, Credit Analysis, Investments, Underwriting, Consumer Lending, Financial Analysis
Education
University of Rhode Island 1968 — 1973
BA, Education/Social Studies
Washington Trust Bank September 2015 - Present
College Success Foundation May 2015 - Present
Washington Business Week November 2008 - Present
US Bank September 2000 - September 2015
Olive Crest January 2006 - June 2015
Chase Youth Foundation February 2007 - June 2012
BDO Seidman, LLP September 1998 - September 2000
Skills
Non-profits
Education
The University of Montana - School of Business Administration 1994 — 1998
Air Wisconsin Airlines Corp. October 2005 - Present
University of North Dakota January 2002 - September 2005
Washington Trust Bank January 2003 - August 2004
Skills
Aviation, Flights, Commercial Aviation, Aircraft, Flight Safety, Airlines, CFI, Flight Planning, Piloting, Airports, Flight Training, Type Rating, Civil Aviation, Aerospace, Airworthiness, Crew Resource Management
Education
The University of North Dakota 2000 — 2002
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology, General
Morgan Stanley July 1992 - Present
Washington Trust Bank January 1988 - June 1992
American Express Bank October 1985 - May 1987
Security Pacific Bank June 1981 - August 1985
Skills
Project Management, Leadership, Portfolio Management, Banking, Microsoft Office, Customer Service, Finance
Education
University of La Verne
Washington Trust Bank April 2013 - Present
Zions First National Bank January 2006 - April 2013
Education
University of Idaho 1994 — 1998
Washington Trust Bank February 2003 - Present
Wells Fargo 1996 - 2003
Skills
Credit Analysis, Alternative Investments, Portfolio Management, Investments, Wealth Management, Asset Management, Fixed Income, Bloomberg
Education
University of South Florida 1980 — 1984
Bachelor's degree, Finance, General
Washington Trust Bank June 2012 - Present
Pacific Continental Bank March 2011 - June 2012
Pacific Continental Bank May 2010 - February 2011
Pacific Continental Bank July 2008 - April 2010
Skills
Commercial Lending, Consumer Lending, Commercial Real Estate, Credit, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Finance, Banking, Commercial Mortgages, Financial Analysis, Lines Of Credit, SBA, Loan Origination, Cash Flow Lending, Real Estate, Relationship Management, Financial Modeling, Risk Management, Credit Risk, Refinance, Financial Risk, Financial Statement..., Cash Flow, Private Banking, Home Equity Lines of...
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
National Residential Mortgage, A Heartland Financial USA Company October 2013 - Present
Washington Trust Bank July 2009 - October 2013
Banner Bank September 2007 - July 2009
Macy's Northwest 2006 - 2007
Skills
Credit Analysis, Financial Analysis, Credit, Banking, Customer Service, Commercial Lending, Finance, Commercial Banking
Education
University of Idaho 2001 — 2005
Business, Finance
Washington Trust Bank March 2015 - Present
Umpqua Bank (formerly Sterling Bank) April 2010 - March 2015
Sterling Savings Bank January 2005 - April 2010
Honeywell Analytics August 2002 - January 2005
The Boeing Company May 1989 - October 2002
Skills
Process Improvement, Facilities Management, Lease Negotiations, Vendor Management, Team Leadership, Planning Budgeting &..., Project Management, Personnel Management, Production Management, Industrial Engineering, Capacity Planning, Management Consulting, Supply Chain Management, Lean Transformation, Kaizen, Value Stream Mapping, Set-up Reduction, Lean Training, Contract Negotiation, RFP, Lean Manufacturing, Training, Continuous Improvement, Management, Risk Management, Operational Excellence, Leadership
Education
University of Montana 1984 — 1988
Administration, Finance and Economics
Washington Trust Bank August 2011 - Present
US Trust July 2006 - August 2011
Samuels Yoelin Kantor Law Firm March 2003 - June 2006
Education
University of Washington School of Law 2001 — 2002
LL.M., Taxation
University of Oregon School of Law 1998 — 2001
J.D.
University of Oregon - Charles H. Lundquist College of Business 1995 — 1997
B.A., Finance
Washington Trust Bank May 2013 - Present
Washington Trust Bank March 2010 - May 2013
Washington Trust Bank March 2000 - March 2010
First Security Bank of Idaho November 1986 - March 2000
Skills
Commercial Real Estate, Credit, Finance, Real Estate Development, Strategic Planning, Financial Modeling, Loan Work-outs, Stress Testing, Loans, Investment Properties
Education
University of Idaho 1979 — 1983
Bachelor's degree, Business
Kuna High School
AmericanWest Bank July 2012 - Present
Washington Trust Bank May 2005 - July 2012
Harper Incorporated 1999 - 2005
Thomas Head & Greisen 1984 - 1998
Skills
Corporate Tax, Tax Preparation, Financial Analysis, Income Tax, Tax Accounting, Tax Returns, General Ledger, Process Improvement, Banking, Payroll, Sales Tax, Employee Benefits, Tax Law, Human Resources, Employee Relations, HRIS, Performance Management, Business Valuation, Litigation Support
Education
University of Montana 1980 — 1984
Bachelor of Science (BS), Accounting and Finance
Dew Drop Sprinklers and Landscaping August 1980 - Present
Kiemle & Hagood Company January 1986 - July 1988
Washington Trust Bank January 1983 - December 1985
McFarland and Alton CPAs June 1979 - December 1982
Touche Ross September 1979 - June 1980
Skills
Budgets, Strategic Planning, Accounting, Financial Reporting, Construction, Financial Analysis, Forecasting, Managerial Finance, Contract Management, Negotiation, Risk Management, Business Planning
Education
University of Idaho 1974 — 1978
Bachelor of Science (B.S.), Accounting
Washington Trust Bank September 2014 - Present
Washington Trust Bank August 2010 - April 2014
Moss Adams LLP August 2008 - August 2010
Moss Adams May 2007 - August 2007
Aerotek May 2006 - August 2006
Aerotek May 2005 - August 2005
Education
University of Portland 2004 — 2008
BBA, Accounting and Finance
Washington Trust Bank September 2008 - Present
Zak Designs 2002 - 2008
Skills
InDesign, Advertising, Graphic Design, Adobe Creative Suite, Logo Design, Typography, WordPress, Newsletters, CSS, Email Marketing, Adobe Acrobat, Social Media, Copywriting, Mac, HTML, Packaging, Marketing Communications, Web Design, Facebook, Digital Illustration, Concept Development
Education
Spokane Falls Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Graphic Design
PW Power Systems, Inc. June 2015 - Present
American Cruise Lines July 2012 - June 2014
Henkel February 2012 - July 2012
Washington Trust Bank November 2010 - May 2011
ASSA ABLOY May 2010 - August 2010
Skills
Access, Excel, PowerPoint, Word, Microsoft Office, SAILS, SAP, Lotus Notes, Budgets, Microsoft Excel, Inventory Management, Sails, Time Management, Microsoft Word, Process Improvement, Purchasing, Research, Supply Chain Management
Education
University of Rhode Island 2007 — 2011
BS, Supply Chain Management, Logistics
Washington Trust Bank April 2004 - Present
Skills
Lines Of Credit, Investments, CRM, Business Development, Finance, Portfolio Management, Consumer Lending, Cash Management, Commercial Banking, Banking, Small Business Lending, Financial Analysis, Credit Analysis, Commercial Lending, Credit, Loans, Underwriting, Customer Service
Education
University of Idaho 1985 — 1990
Bachelor of Science (B.S.)
Washington Trust Bank July 2013 - Present
Providence Health & Services January 2013 - July 2013
City of Spokane September 2012 - December 2012
City of Spokane September 2012 - December 2012
City of Spokane September 2012 - December 2012
Pitney Bowes May 2001 - April 2010
Pitney bowes INC January 2001 - January 2010
Group Health Northwest January 1990 - January 2000
Skills
SQL, Visio, Account Management, Siebel, Business Analysis, Microsoft Excel, Sales, Microsoft Office, Salesforce.com, Team Leadership, Customer Service, Customer Retention, Team Management, Process Improvement, Call Centers, Analysis, Testing, Troubleshooting, Software Documentation, SharePoint, Access, Windows, Computer Hardware, Training, Visual Basic
Education
Spokane Falls Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Information Technology
Spokane Falls Community College 2010 — 2012
A.A.S Degree, Information
Washington Trust Bank May 1997 - Present
Education
The University of Montana
Jensen Distribution Services September 2009 - Present
Ecova January 2009 - August 2009
Washington Trust Bank May 2004 - December 2008
Education
Spokane Falls Community College 2003 — 2005
Kitsap Bank August 2015 - Present
Banner Bank November 2001 - July 2013
Kelley-Ross Pharmacy January 1990 - February 2001
Cascade Vista Convalescent Center and Cascade Plaza Assisted Living, Memory Care and Retirement 1989 - 1990
Great Northwest Savings and Loan 1987 - 1989
Savings Bank of Puget Sound/Puget Sound National Bank 1984 - 1986
United Bank 1982 - 1983
North Pacific Bank 1981 - 1982
Washington Trust Bank 1978 - 1981
Skills
Outlook, Banking, Always Punctual, Commercial Lending, Customer Service, Loans, Team-oriented, Ten Key, Time Management, Leadership, Sales, Retail Banking, Commercial Banking, Credit, Microsoft Office, Management
Education
Spokane Falls Community College
Interior Design/ABA Courses
Tacoma Community College
Associate Degree--Liberal Arts
Air Wisconsin Airlines October 2005 - Present
University of North Dakota January 2002 - September 2005
Washington Trust Bank February 2003 - August 2004
Education
The University of North Dakota 2000 — 2002
Bachelor of Science (BS), Commercial Aviation
WSECU September 2005 - Present
Inland Northwest Bank July 2001 - August 2005
Washington Trust Bank September 1997 - June 2001
First Interstate Bank August 1990 - August 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Spokane Falls Community College
Interior Design
Washington Trust Bank December 2014 - Present
Bank of America April 2012 - September 2014
Bank of America March 2011 - April 2012
Flagstar Bank July 2010 - March 2011
Flagstar Bank July 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Loans, Analysis, Banking, Business Intelligence, Credit, SQL
Education
Spokane Falls Community College
Sky High Sports - Rugby Tour Specialists March 2015 - Present
Washington Trust Bank September 2008 - February 2011
Papa Murphys Take n Bake March 2005 - October 2008
Education
Washington State University 2014 — 2016
Nutrition and Exercise Physiology, Senior
Spokane Falls Community College
Associate of Arts (AA)