Raquel Guglielmetti has over 40 years of experience in banking and affordable housing. She most recently worked as Vice President of Treasury Solutions at Bank of the Cascades, where she managed treasury services and client relationships. Prior to that, she spent over a decade as Executive Vice President and Vice President of Finance at Northwest Real Estate Capital Corp, coordinating development projects providing affordable housing. She seeks new challenges and has a background in leadership, relationship management, and problem solving.
Diane M. Doucet has over 25 years of experience in financial and project management. She has held roles such as Director of Finance, Financial Services Coordinator, Accounting Analyst, and Manager. Her experience spans both the public and private sectors in industries such as education, communications, and mining. She has demonstrated skills in areas like financial analysis, budgeting, reporting, and process improvement.
David Schor is a CPA and MBA with over 15 years of experience providing accounting services to non-profits and small businesses. He has extensive experience in financial reporting, budgeting, audit preparation, and bookkeeping. He also has a background in auditing and financial analysis from his time at PricewaterhouseCoopers.
Mike Schroeder has over 25 years of experience in executive finance roles, including as Vice President of Finance for The Weitz Company. He has a proven track record of effectively managing finances, implementing cost-saving initiatives, and developing people. Some of his accomplishments include saving $6,000 annually through a financial dashboard, managing a $650,000 budget with annual cost savings, and developing a paperless accounts payable system. Currently, he is working towards a Bachelor's degree in Accounting from Upper Iowa University while gaining continuing education in construction financial management.
Jennifer Watkins is an accomplished Regional Director of Account Management with over 11 years of experience in the telecommunications industry. She has consistently exceeded sales goals and ranked in the top 3 for upselling current customers. As a Regional Director, she leads a team of 10 account managers and oversees a customer base billing $2.5 million per month. Prior to her current role, she held several senior account management and executive positions at various telecommunications companies where she developed new business partnerships, maintained existing customer accounts, and exceeded bonus targets.
The document summarizes Sharon L. Simmons' contact information, education, skills, work experience, accomplishments, and affiliations. She is currently pursuing double majors in marketing and advertising at the University of Arkansas at Little Rock and has experience in office management, customer service, and creative design work.
Robert Adams has over 15 years of experience in finance, banking, and business. He holds an MBA from Trinity College Dublin and a BA in Economics from Carleton University. His experience includes positions at Windsor Family Credit Union, United Drug, and Scotiabank, where he excelled in sales, customer service, and business development. He currently serves on the Board of Directors for the Cystic Fibrosis Foundation and enjoys sailing, swimming, and scuba diving in his free time.
The document is a curriculum vitae for T. Murali Krishna. It summarizes his professional experience including over 8 years in IT, BPO, and SEO roles. It details his experience in customer support, content writing, SEO, data warehousing, and legal document processing. It also provides summaries of his roles and responsibilities at various employers including Real Page India Pvt. Ltd., Bharatiya Samruddhi Finance Ltd., Patni Computer Systems Ltd., and I&A International Pvt. Ltd. It concludes with his academic credentials and skill set.
Baron Bruno is a real estate sales and business development expert with over 25 years of experience. He has held senior roles in sales, business development, and real estate across several industries. Currently, he works as a residential, commercial, and relocation realtor in Los Angeles, where he specializes in listings, buyer representation, short-term rentals, and foreclosures.
Diane M. Doucet has over 25 years of experience in financial and project management. She has held roles such as Director of Finance, Financial Services Coordinator, Accounting Analyst, and Manager. Her experience spans both the public and private sectors in industries such as education, communications, and mining. She has demonstrated skills in areas like financial analysis, budgeting, reporting, and process improvement.
David Schor is a CPA and MBA with over 15 years of experience providing accounting services to non-profits and small businesses. He has extensive experience in financial reporting, budgeting, audit preparation, and bookkeeping. He also has a background in auditing and financial analysis from his time at PricewaterhouseCoopers.
Mike Schroeder has over 25 years of experience in executive finance roles, including as Vice President of Finance for The Weitz Company. He has a proven track record of effectively managing finances, implementing cost-saving initiatives, and developing people. Some of his accomplishments include saving $6,000 annually through a financial dashboard, managing a $650,000 budget with annual cost savings, and developing a paperless accounts payable system. Currently, he is working towards a Bachelor's degree in Accounting from Upper Iowa University while gaining continuing education in construction financial management.
Jennifer Watkins is an accomplished Regional Director of Account Management with over 11 years of experience in the telecommunications industry. She has consistently exceeded sales goals and ranked in the top 3 for upselling current customers. As a Regional Director, she leads a team of 10 account managers and oversees a customer base billing $2.5 million per month. Prior to her current role, she held several senior account management and executive positions at various telecommunications companies where she developed new business partnerships, maintained existing customer accounts, and exceeded bonus targets.
The document summarizes Sharon L. Simmons' contact information, education, skills, work experience, accomplishments, and affiliations. She is currently pursuing double majors in marketing and advertising at the University of Arkansas at Little Rock and has experience in office management, customer service, and creative design work.
Robert Adams has over 15 years of experience in finance, banking, and business. He holds an MBA from Trinity College Dublin and a BA in Economics from Carleton University. His experience includes positions at Windsor Family Credit Union, United Drug, and Scotiabank, where he excelled in sales, customer service, and business development. He currently serves on the Board of Directors for the Cystic Fibrosis Foundation and enjoys sailing, swimming, and scuba diving in his free time.
The document is a curriculum vitae for T. Murali Krishna. It summarizes his professional experience including over 8 years in IT, BPO, and SEO roles. It details his experience in customer support, content writing, SEO, data warehousing, and legal document processing. It also provides summaries of his roles and responsibilities at various employers including Real Page India Pvt. Ltd., Bharatiya Samruddhi Finance Ltd., Patni Computer Systems Ltd., and I&A International Pvt. Ltd. It concludes with his academic credentials and skill set.
Baron Bruno is a real estate sales and business development expert with over 25 years of experience. He has held senior roles in sales, business development, and real estate across several industries. Currently, he works as a residential, commercial, and relocation realtor in Los Angeles, where he specializes in listings, buyer representation, short-term rentals, and foreclosures.
This curriculum vita summarizes the credentials and experience of Verlin Taylor. He has over 25 years of experience in business analysis, financial analysis, valuation work, and insurance. He holds an MBA in finance and management and has relevant experience at Bank of America, CitiMortgage, and as an independent insurance agent. He has skills in analytics, reporting, valuation, and communication.
Keith Howard is an ambitious and proven leader with over 20 years of experience in financial institutions. He currently serves as Vice President of Project Management at US Bank in Palm Springs, CA, where he has initiated budget planning and exceeded income and expense targets. Prior to this role, he led regional private client and branch management teams, achieving top performance nationally. Howard builds high-performing teams through strategic planning, training, and a focus on customer needs.
Keith Howard is an ambitious and proven leader with over 20 years of experience in financial institutions. He currently serves as Vice President of Project Management at US Bank in Palm Springs, CA, where he has initiated budget planning and exceeded income and expense targets. Prior to this role, he led regional private client and branch management teams, achieving top performance nationally. Howard builds high-performing teams through strategic planning, training, and a focus on customer needs.
College Recruiting Info Session Presentation 2009jbaker13
Mortenson Construction is a large construction company founded in 1954 that has grown significantly over the past 60 years. It now has over 2,200 employees, operations in six U.S. cities and internationally, and annual revenues of over $2 billion. The company focuses on various market sectors including healthcare, education, sports, and renewable energy.
Lawrence Dickman has over 25 years of experience in banking and financial services, including serving as a vice president and branch manager for several banks. He has a strong record of business development, managing over 200 employees, and receiving awards for outstanding customer service. Currently he is a Vice President and Branch Manager at North Shore Community Bank, where he is responsible for developing relationships between retail bank customers and the bank's other financial services.
Mark McMullen has over 30 years of experience in marketing and business development roles. He is currently the Executive Vice President of the Integer Group, where he leads business development efforts across their six offices. Previously he has held management roles such as Managing Director and Director of Business Development at various marketing agencies. He has a proven track record of growing revenue significantly at multiple agencies and landing over $50 million in new business.
This document is a resume for Paula J. Pagonakis summarizing her professional experience and qualifications. She has over 20 years of experience in business development, strategic planning, entrepreneurship training, and management. Some of her roles included founding an entrepreneurship training center, teaching business and entrepreneurship courses at a technical education center, and working in management and sales for a major retailer. She has a proven track record of helping launch and grow small businesses through coaching and training.
Neil R Smith has over 25 years of experience in senior leadership and management roles in the financial services industry, having worked at major institutions like Bank of New York Mellon and Citigroup. He has a track record of successfully building and growing businesses, developing new products, and improving client satisfaction. The document provides details on his career history, qualifications, achievements and personal interests.
Darryl Sterling is an experienced economic development professional with over 25 years of experience securing grants, creating jobs, and leading economic development organizations. As Executive Director of the Central Maine Growth Council, he secured $1 million in grants and expanded their foreign trade zone. Previously as Director of Economic Development for Richmond, Maine, he obtained $5 million in grants, $22 million in private investment, and helped create 500 new jobs. He currently works as an economic development consultant, helping municipalities and organizations with projects, business development, and grant procurement.
This document contains the job objectives, work experience, scholastic record, leadership background, and personal information of Melody Camara Restan. She has over 10 years of experience in roles such as account executive, business center clerk, receptionist, accountant, and tour guide. Her education includes a Bachelor's degree in Accountancy. She has extensive leadership experience, including holding positions as secretary and project coordinator for her university's accounting student organization.
Jack Poldruhi has over 30 years of experience in accounting, finance, auditing, and project management. He has held various finance leadership roles, including Finance Director, Manager of Internal Audit, and Audit Manager for Ernst & Young. Poldruhi is proficient in financial reporting, budgeting, internal controls, and systems implementation. He has a proven track record of driving process improvements and efficiencies.
The document is a resume for Debra Qirs Steward that outlines her qualifications and experience for a position in project management, organizational development, and education, health, and social services. It summarizes her background leading initiatives to support and maintain agency funding. It also lists her experience in healthcare, government, organizational development, project management, and financial management. Finally, it provides details of her work history in customer service, case management, program management, and warehouse management roles at various organizations over the past 20 years.
The document summarizes an upcoming event hosted by the International Institute of Business Analysis DC Metropolitan Chapter. The event will feature guest speaker Rebecca Halstead who will present on "The Agile Business Analyst". The presentation will discuss why Agile makes sense, how to transition from waterfall to Agile, documenting requirements in an Agile environment, and tips for success. The event will be held on September 14, 2011 in Washington, DC. Registration is required by September 12 and costs $15-30 depending on member status and registration date.
David Haas is a Vice President and Department Manager at Goldman Sachs with over 15 years of experience in operations, client services, and people management. He currently manages a team of 50 employees across multiple offices. Haas has a track record of optimizing processes, improving quality control, and successfully executing organizational changes. Outside of work, he enjoys volunteering with various youth programs in his community.
This document is a resume for Aaron J. Huberty. It summarizes his experience as a senior relationship, sales, and marketing executive with over 20 years in the financial services industry, primarily at Wells Fargo. It highlights his record of successfully growing cross-sell programs, generating revenue, and improving operational performance through strategic partnerships, business development, and cost improvements. It also briefly outlines his educational background and involvement in the community.
This document is a resume for Aaron J. Huberty. It summarizes his experience as a senior relationship, sales, and marketing executive with over 20 years in the financial services industry, primarily at Wells Fargo. It highlights his record of successfully growing cross-sell programs, generating revenue, and improving operational performance through strategic partnerships, business development, and cost improvements. It also lists his educational background and involvement in professional and community organizations.
This document is a resume for Aaron J. Huberty. It summarizes his experience as a senior relationship, sales, and marketing executive with over 20 years in the financial services industry, primarily at Wells Fargo. It highlights his record of successfully growing cross-sell programs, generating revenue, and improving operational performance through strategic partnerships, business development, and leadership. The resume also lists his education and involvement in professional development and community organizations.
Joseph H. Rohs is an experienced financial executive and CFO with over 12 years of experience in accounting, finance, and business operations. He has held leadership roles at several companies, developing financial strategies and managing accounting functions. Currently he is the Director of Finance at United Stationers, overseeing accounting, human resources, IT, and foreign operations.
Bernard E. Palmer is a seasoned wealth advisor and financial consultant with over 37 years of experience advising high net-worth individuals and family businesses. He has expertise in comprehensive financial planning, investment advice, retirement planning, taxation, risk management, and charitable giving. Currently, he is a Managing Director at BT Wealth Management advising over $240 million in client assets. Previously, he held leadership roles at Tyler Perry Studios, PricewaterhouseCoopers, and other financial firms. He has received numerous recognitions for his work and holds several professional licenses.
Dan Bernard has over 15 years of experience in economic and workforce development, specializing in talent development, placement, and recruitment programs. He has extensive experience managing publicly and privately funded workforce programs, as well as outplacement and recruitment expertise. His career has included positions focused on employer connections, business services management, and economic development.
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Similar to Resume Raquel Guglielmetti 2016 (Short Form) (20)
1. RAQUEL G. GUGLIELMETTI
1775 W. State Street, PMB #212 (Mail address) Mobile: (208)794-7900
Boise, Idaho 83702 E-mail:raquelg@cableone.net
My decision to change career paths throughout my life has been motivated by a desire to expand my horizons and utilize my
financial skills and experiences in other aspects of business. I continually seek out new challenges and educational
opportunities. My recent position with the Bank of the Cascades enhanced my banking skills in treasury services and solutions
for businesses and updated my knowledge in compliance issues and regulatory requirements.
CAREER STRENGTHS:
Leadership, teamwork, professionalism
Client relationship management, innovative problem solving
Self-motivation, organization, project management
PAST WORK EXPERIENCE:
2013-2016 Bank of the Cascades, NA
2013-2016 Vice President, Treasury Solutions Team Leader, notably:
Assumed responsibilities in Idaho region leadership team with then President, Michael M. Mooney
Managed the Idaho region Treasury Solutions Team, delivering cash management products and
services, including Q2 and Centrix systems, account reconciliation, positive pay, account analysis, risk
assessment of ACH and RDC services, and requests for proposals
Supported team development efforts through coaching one-to-one, providing education and training
opportunities, and encouraging creative problem solving
Coordinated business development efforts, working with trust, investments, retail banking, lending, and
other third-party vendors to provide new and existing clients a full range of financial services
Assisted in preparation and implementation of annual state/department budgets, goals and objectives
Served on the select senior management committees, notably:
IMPACT Team responsible to advise executive management and implement programs to
improve employee engagement, including Q12 Gallup surveys, O.C. Tanner recognition and
rewards program, and internal referral programs
Commercial Team Summit formed to improve the delivery of commercial lending and treasury
services to businesses
Maintained all administrative reporting and tracking related to treasury and leadership responsibilities
2002-2013 Northwest Real Estate Capital Corp., an Idaho 501(c)(3) corporation
The company restructured in March 2013, which eliminated my position
2009-2013 Executive Vice President, notably:
Managed the corporate co-development projects with partners from design through rehabilitation and
stabilization to create and preserve affordable multifamily housing properties:
New Construction (Oregon): $12 million "Miracles Club" mixed-use facility (completed 2011)
Three- property Portfolio (Oregon): $18 million multifamily rehab (completed 2012)
Administered corporate responsibilities with the President as the company developed into an influential
regional non-profit organization dedicated to preserving affordable housing
2002-2009 Vice President of Finance, notably:
Coordinated the preservation of multifamily affordable housing using tax -exempt bonds, tax credits,
grants, etc.
10-property Idaho portfolio - $22.96 million (completed 2005)
12-property Oregon portfolio - $30.95 million (completed 2008)
4-property Oregon portfolio - $15.47 million (completed 2009)
8 complexes in Idaho/Oregon - $20 million (completed 2009-2010)
Supervised and trained a team of regional property development officers in finance and rehabilitation
2. Participated in speaking engagements to share our experience and knowledge in the affordable housing
industry, including: Novogradac & Company, HUD, and various state agency conferences
2000-2002 Boise State University - College of Business & Economics, Adjunct Professor
Spreadsheets and Databases Course Undergraduate Program (Fall 2000 – Fall 2002)
Working Capital Management Course Undergraduate Program (Spring 2002 – Fall 2002)
1994-1997 Pacific Coast Banking School, Seattle WA, Faculty, LeaderSim Leadership Program
1976-1998 First Security Bank of Idaho, NA, notably:
1989-1998 Boise Private Banking Division, Vice President, Relationship Manager
Developed a client base, including medical groups (85% new clients, with 80% in specialized practices)
Grew deposits by $15.8 million and loans by $23.1 million
1983-1989 Boise branch manager and commercial lending officer roles
1979-1982 Boise branch management - asst. manager, operations, and loan officer, management trainee positions
1976-1979 Hailey Branch various clerical positions
EDUCATION HIGHLIGTS:
2002-2013 Specialized Affordable Housing Industry Training Conferences, notably:
Novogradac & Company's New Market Tax Credits Conference, San Diego CA, January 2013
HUD's Advanced Preservation Training Conference, Las Angeles CA, December 2012
Novogradac & Company's customized Tax Credits & Bond Financing, Boise ID, July 2008
2000-2001 Boise State University, Boise, Idaho, MBA- graduated Beta Gamma Sigma, December 2001
1999-2000 Boise State University, Boise, Idaho, BA Finance Degree- graduated honors, May 2000
1991-1993 Pacific Coast Banking School, Seattle Washington- graduated, Summer 1993
1973-1976 University of Puget Sound-Tacoma, Washington (Major: Biology/Pre-Med-no degree)
PROFESSIONAL ORGANIZATIONS HIGHLIGHTS:
2012-2013 Community Development Finance Alliance- Board Member, Idaho Low Income Community Representative
2006-2013 National Affordable Housing Management Association, Washington DC- Board of Directors, including:
Federal Legislative Affairs Committee- Chairperson (2011-2013)
Regulatory Affairs Committee- Chairperson (2009-2011)
2004-2012 Idaho Affordable Housing Management Association- Board President (2004-2009)
1981-1990 Banking Organizations: National Association of Bank Women (Chapter President 1989-90) Robert Morris
Association, Idaho Bankers Association (IBA)
SPECIAL RECOGNITIONS HIGHLIGHTS:
2010 - 2012 Boise State University – Honors Track Mentoring Program- Mentor
2009 Novogradac & Company’s Journal of Tax Credit Housing- Industry Spotlight (national publication)
2009 Idaho Business Review – Idaho Women of the Year Honoree
2008 Oregon Housing & Community Services – Excellence Award for Preservation of Affordable Housing
2008 Women & Children Alliance – Tribute to Women and Industry (TWIN) Honoree
COMMUNITY ORGANIZATIONS HIGHLIGHTS:
2010-present Idaho Women’s Charitable Foundation- Member and Grants Chair
1997-2001 Boise Community Development Block Grants- Mayor's Citizen Advisory Committee Member
1985-1993 Boise Salvation Army- Advisory Board Member (Chairman Advisory Board 1990-1992)
1988-1990 Idaho Shakespeare Festival- Member of Board of Trustees
1989 Boise Chamber of Commerce's Leadership Boise Program- Participant
REFERENCES: Additional references provided upon request.
Michael M. Mooney, former President, Bank of the Cascades (208-850-0396)
Michael Stoddard, Partner-Attorney, Hawley Troxell Ennis & Hawley (208-388-4892)
Noel Gill, VP of Operations & Human Resources, Northwest Real Estate Capital Corp.(208-947-8593)