Bio
Experience
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Wells Fargo
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San Francisco Bay Area
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Accountant
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Jul 2012 - Present
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San Francisco Bay Area
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Accounting Consultant
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Jul 2010 - Jul 2012
Accounting/finance services for Wells Fargo and Bank of the Orient
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Pacific National Bank
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San Francisco, CA
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VP/Controller
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Apr 2007 - Jun 2010
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San Francisco, CA
Managed accounting and reporting for a community bank with $2B in assets, with 6 professional staff
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Accountant Self-Employed
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San Francisco, CA
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Consultant
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2006 - 2007
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San Francisco, CA
Interim assistant controller for private equity company
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Gateway Bank
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San Leandro, CA
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Controller
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Apr 2005 - Oct 2006
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San Leandro, CA
Managed accounting and reporting for leading mortgage bank with $7 billion in loan volume and $400 million in assets
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California Bankers Association
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San Francisco, CA
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Controller
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2001 - 2005
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San Francisco, CA
Managed accounting and reporting for for-profit subsidiary which provided banking products and services to member banks
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Hudson
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San Francisco, CA
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Senior Consultant
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2000 - 2001
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San Francisco, CA
Provide accounting and financial consulting services to clients, including a software company and a major bank. Work performed included budgeting, sales commission reporting and accounting process improvement.
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Bank of America
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San Francisco, CA
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VP/Senior Manager of Accounting
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1987 - 1999
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San Francisco, CA
Managed finance, accounting, reporting and project management duties in various line and support groups: Commercial Real Estate, Credit Risk, Corporate Finance, Retail Banking and Marketing. Major projects included loan system conversions, development of problem loan accounting process, bank-wide implementation of FAS 114 accounting for impaired loans and set-up of accounting shared services.
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Metric Realty
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Foster City, CA
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Portfolio Accounting Manager
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1982 - 1987
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Foster City, CA
Managed accounting, SEC and management reporting for twenty real estate limited partnerships. Performed financial analysis of property acquisitions and sales.
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PwC
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San Francisco, CA
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Audit Supervisor
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1978 - 1982
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San Francisco, CA
Managed audit engagements for financial services clients. Prepared financial statements and SEC reports.
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Education
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1984 - 1989California State University-East Bay
MBA, Finance -
1974 - 1978University of California, Berkeley, Haas School of Business
BS, Accounting
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