No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
1 |
Banking and Investments Manager, Assistant Controller |
Orange Coast Title |
Orange County, California Area |
Nov 2014–Present |
6 yrs 7 mos |
2 |
Senior Audit Associate |
Squar Milner |
Newport Beach, California |
Nov 2011–Oct 2014 |
3 yrs |
3 |
VP Internal Audit |
Mechanics Bank |
Walnut Creek / Hercules |
Jun 2017–Present |
4 yrs |
4 |
ACCOMPLISHMENTS |
CAREER HIGHLIGHTS |
San Francisco Bay Area |
1995–Present |
26 yrs |
5 |
EDM Finance: Manager CCAR Reporting, Vice President, Previous: Consultant Project Manager |
Bank of the West |
San Francisco Bay Area |
Jun 2014–Apr 2017 |
2 yrs 11 mos |
6 |
Professional Consultant |
Consultant: Poject Management, Finance and Audit Compliance |
San Francisco Bay Area |
Apr 2004–Dec 2016 |
12 yrs 9 mos |
7 |
Director of Finance: SOX Compliance & Internal Controls |
Kaiser Permanente |
|
2006–Mar 2014 |
8 yrs |
8 |
Director of FP&A |
Indus International Software |
|
2002–2003 |
1 yr |
9 |
Sr. Manager Customer Profitability |
Bristol-Myers Squibb - OTN Division |
|
2001–2002 |
1 yr |
10 |
Director of Finance |
Business Engine Software |
|
2000–2001 |
1 yr |
11 |
Finance Manager Software Division |
Fujitsu (Formerly Amdahl - Softek) Software |
|
1998–2000 |
2 yrs |
12 |
Finance Manager |
Charles Schwab |
|
1993–1998 |
5 yrs |