Union Bank
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Collicutt Energy Services June 2015 - Present
Global Power Group March 2015 - June 2015
Valley Power Systems, Inc September 2005 - February 2015
Union Bank of California May 2000 - September 2005
Union Bank 2003 - 2005
Skills
Customer Service, Project Management, Microsoft Office, Process Improvement, Team Building, Microsoft Excel, Leadership, Training, Operations Management, Management, Contract Negotiation, Negotiation, Sales Management, Strategic Planning, Account Management, Team Leadership, New Business Development, Forecasting, Project Planning, Marketing Strategy
Education
Skyline College 1997 — 1997
College of San Mateo 1996 — 1997
CrossRoad Church May 2015 - Present
Redeeming Grace Lutheran Church June 2014 - April 2015
Beautiful Savior Lutheran Church October 2007 - October 2013
St. Paul's Lutheran Church, Susanville, CA July 2003 - September 2007
Union Bank November 1979 - June 1999
Skills
preaching, Life Coaching, Leadership, Spiritual Counselor, Biblical Teaching, Biblical Counseling, Project Coordination, Project Management, Branch Banking, Operations Management, Preaching, Spiritual Direction, Liturgy, Gospel, Pastoral Care, Pastoral Counseling, Church Events, Religious Studies, Discipleship, Theology, Youth Ministry, Apologetics, Church Administration, Religion, Evangelism, Bible Study, Pastoring, Homiletics, Hermeneutics, Church History, Systematic Theology, Pastoral Theology, Chaplaincy, Stewardship, Discipleship Training, Expository Preaching, Pastors, Volunteer Management
Education
Concordia Seminary 1999 — 2003
Master of Divinity (MDiv), Theology and Religious Vocations
Universary of LaVerne, LaVerne, California 1997 — 1999
Bachelor of Science (BS), Psychology
San Francisco State Universary 1976 — 1977
Theatre/Theater & Psychology
Fresno City College 1973 — 1976
Theatre/Theater
Bullard High School 1971 — 1973
Diploma
Oak Grove High School 1969 — 1971
Armed Forces Bank April 2014 - Present
Grantham University August 2012 - April 2014
Peoples Bank April 2012 - August 2012
Union Bank August 2011 - April 2012
Union Bank April 2006 - August 2011
Liberty Title March 2004 - April 2006
Skills
Banking, Commercial Banking, Credit, Loans, Bank Secrecy Act, Commercial Lending, Small Business Lending, Consumer Lending, Student Financial Aid, Customer Service, Mortgage Lending, Cross Selling, Refinance, Cash Management, Finance, Financial Analysis, Financial Risk, Insurance, Management, Portfolio Management, Public Speaking, Risk Management, Training
Education
Columbia College 2011 — 2016
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Metropolitan Community College-Blue River 2005 — 2010
Associate of Arts (AA), English
JP Morgan Chase Bank, N.A May 2015 - Present
Union Bank April 2010 - Present
Bank of America April 2000 - April 2010
Skills
Relationship Management, Retail Banking, Private Banking, Customer Acquisition
Education
Cuyamaca College 1992 — 1994
Pacific Western Bank August 2013 - Present
Union Bank October 2004 - May 2013
Union Bank October 2004 - May 2013
Skills
Operations Management, Retail Banking, Highly detail oriented, Creative Problem Solving, Logical Thinker, High level of integrity, Operational Risk..., Leadership, Coaching, Communication Skills, Supervisory Skills, Employee Training
Education
Cuesta College 1998 — 2004
Associate of Arts (AA), Human Development and Family Studies, General
Joseph F. Mailander 1981 - Present
California State Soccer Association-South "Cal South" June 2014 - Present
Union Bank October 1996 - July 2001
City of Los Angeles September 1991 - April 1993
Skills
Journalism, Poetry, Fiction, Blogging, Editorial, Creative Writing, Publishing, Social Media, Books, Published Author, Non-fiction, Freelance Writing, Book Reviews, Fiction Writing, Novels, Blog, Journalisme
Education
Columbia College (NY) 1975 — 1977
english and comparative literature
UCLA 1982 — 1985
Bachelor of Fine Arts (B.F.A.), Art History, Criticism and Conservation
Molina Healthcare February 2015 - Present
UnitedHealth Group March 2013 - February 2015
California Pizza Kitchen October 2011 - January 2013
Union Bank August 2003 - September 2008
The Westin Los Angeles Airport June 2006 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking
Education
College of San Mateo 2010 — 2011
Liberal Arts and Sciences, General Studies and Humanities
West Los Angeles College 2006 — 2011
Liberal Arts and Sciences/Liberal Studies
Union Bank January 2014 - Present
Skills
Leadership, Marketing Strategy, Sales, Marketing, Management, Commercial Banking, Business Development, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Credit, Due Diligence, Banking
Education
Concordia University Irvine 2003 — 2004
MBA, Entrepreneurship
Concordia University Irvine 1996 — 2000
BA, Marketing & Management
Valley Christian High School 1992 — 1996
Pre-College
Law Office of Suppa, Trucchi & Henein LLC July 2015 - Present
Project Mexico & St. Innocent Orphanage February 2014 - July 2015
Union Bank March 2013 - September 2013
Advisors Asset Management, Inc. 2012 - 2012
BD May 2000 - April 2004
Education
University of San Diego 2014 — 2015
Paralegal Certificate
Cuyamaca College 2003 — 2003
Environmental Engineering Technology/Environmental Technology
El Dorado College 1994 — 1995
Legal Administrative Assistant/Secretary
Union Bank May 2014 - Present
Macy's October 2013 - January 2014
Skills
Customer Service, Retail, Merchandising
Education
San Diego State University-California State University 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Cuyamaca College 2010 — 2012
Associate of Science, Business and Economics, Graduated with Honors
Union Bank May 2013 - Present
Bank of America June 2012 - May 2013
Bank of America January 2011 - June 2012
Bank of America Home Loans April 2009 - January 2011
Countrywide Financial Corporation July 2007 - April 2009
Skills
SQL Server, VBA, MS Office Suite, Loans, Pricing, Analysis, Bloomberg, Credit Analysis, Mortgage Lending, Credit, Fixed Income, Credit Risk, Residential Mortgages, Mortgage Banking, Banking, Microsoft Office
Education
University of Southern California - Marshall School of Business 2004 — 2007
BS, Business Administration
Copenhagen Business School 2005 — 2005
International Business Management
Union Bank July 2015 - Present
Union Bank June 2013 - Present
JPMorgan Chase May 2011 - December 2012
Bank of America February 2009 - May 2011
Insight February 2008 - December 2008
Charles Schwab January 2002 - September 2007
Charles Schwab January 1999 - January 2002
Skills
Program Management, Employee Relations, Organizational..., Performance Management, Talent Management, Compensation & Benefit, Employee Engagement, Talent Acquisition, Employee Recognition, Leadership Development, Vendor Management, Training, Strategy, Workforce Planning, Organizational..., HR Policies, Strategic Planning, Recruiting, Management, Deferred Compensation, Personnel Management, Employment Law, Employee Benefits, Team Building, Human Resources, Benefits Administration, PeopleSoft, Leadership
Education
Cornell University
Advanced Certificate in Strategic HR Management
Rio Salado College
Union Bank October 2010 - Present
Skills
Commercial Banking, Loans, Banking, Small Business Lending, Credit, Retail Banking, Commercial Lending, Consumer Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Credit Risk, Loan Origination, Portfolio Management, Cross Selling, Cash Management, Mortgage Banking, Treasury Management, Financial Analysis, Deposits
Education
Concordia University Irvine
Bachelor of Business Administration (B.B.A.)
First Republic Bank June 2014 - Present
LPL Financial June 2014 - August 2014
Union Bank January 2014 - May 2014
Union Bank January 2013 - December 2013
LG Consulting, Inc. April 2007 - December 2013
Union Bank July 2012 - December 2012
Union Bank February 2010 - May 2012
M Squared Consulting 2009 - 2009
First Republic Bank 2009 - 2009
Barclays Capital 2008 - 2008
Skills
Risk Management, Banking, AML, Financial Services, KYC, Financial Risk, Securities, Due Diligence, Finance, Portfolio Management, Business Analysis, Analysis, Process Improvement, Fraud, Mergers & Acquisitions, Leadership, Enterprise Risk..., Investments, Trading, Credit, Equities, Auditing, Management, Executive Management, Credit Risk, Capital Markets, Asset Managment, Asset Management, Financial Analysis, Loans, Operational Risk, Anti Money Laundering
Education
Southern Connecticut State University 1998 — 2000
MBA, Post Graduate Studies
Columbia Union College 1993 — 1995
BS, Business Administration
Casimir Resource Advisors, LLC August 2014 - Present
Commonwealth Bank July 2013 - August 2014
Societe Generale August 2012 - July 2013
Union Bank August 2009 - August 2012
Berry Petroleum Company May 2008 - April 2009
Transzap March 2007 - April 2008
Venoco, Inc. 2004 - 2007
Venoco February 2004 - June 2006
Performance Sciences 2001 - 2003
Unocal 1981 - 1985
Skills
Petroleum Engineering, Mergers, Upstream, Natural Gas, Reservoir Engineering, Petroleum, Oil/Gas, Gas, Reservoir Management, Energy Industry, Onshore, PHDWin, Petra, Aries, Pressure Transient..., Decline Curve Analysis, History Matching, Tight Gas, Reserves, Mergers & Acquisitions, Petroleum Economics, Fracture, Field Development, Drilling, Workover, Oil & Gas Industry, Energy, Completion, Formation Evaluation, Oilfield, Geology, Production Engineering, Petrophysics, Logging, Hydraulic Fracturing, Completions, Well Testing, Modeling, Petroleum Geology, Oil & Gas, Engineering
Education
University of Colorado Denver 2011 — 2012
MS, GEMM
Colorado School of Mines 1984 — 1988
MS, Petroleum Engineering
Colorado School of Mines 1977 — 1981
BS, Petroleum Engineering
Fieldston 1965 — 1972
Union Bank 1998 - 2007
Skills
Photography, Strategic Financial..., Banking, Public Speaking, Microsoft Excel, Customer Service, Microsoft Office, Acrylic Painting, Collage, art, Canoeing
Education
College for Financial Planning 2002 — 2004
CFP®, Financial Planning
Golden Gate University, School of Law 1975 — 1978
J.D.
UC Berkeley 1971 — 1973
M.A., Psychology
University of Michigan 1969 — 1971
Bachelor of Arts (BA), Psychology
Union Bank August 2005 - Present
Education
Cuyamaca College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rim of the World Unified School District September 2009 - Present
Union Bank February 1996 - September 2009
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Account Reconciliation, Auditing, Accounts Payable, Internal Controls, General Ledger, Workers Compensation, Property & Casualty..., Risk Management, Health Insurance, Occupational Health, Employee Benefits, Customer Satisfaction, Customer Service, Team Building
Education
San Bernardino Valley College 2001 — 2006
Associate of Arts (AA)
Crafton Hills College 1988 — 1990
Certificate, Emergency Medical Services
Rim of the World Unified School District 1984 — 1988
Varian Medical Systems February 2001 - Present
www.meshoppingservice.net January 2000 - Present
5LINX Enterprises Inc. September 2012 - January 2015
Meetup 2001 - 2014
Meetup 2001 - 2014
Solvay Pharmaceuticals January 1995 - December 1999
Union Bank January 1990 - July 1993
Skills
Email Marketing, Online Marketing, Marketing Strategy, Network Marketing, Direct Sales
Education
Community College of the Air Force 1978 — 1984
Administration, Personnel
Lanier High School 1975 — 1978
Diploma, Basics
Union Bank August 2014 - Present
AutoDesk January 2014 - July 2014
Kforce September 2013 - December 2013
Skills
Customer Service, Banking, Talent Acquisition, Public Speaking, Sales, Recruiting, IT Sourcing, Taleo, Workday, Human Resources, Interviews, Management, Leadership, Training, Microsoft Office, Project Management, Hiring, Applicant Tracking..., Onboarding
Education
San Francisco State University 2014 — 2016
Certificate, Human Resources Management and Services
Colorado State University 2007 — 2011
BS in English, Emphasis in Secondary Education
U.S. Bank October 2014 - Present
U.S. Bank July 2014 - October 2014
U.S. Bank December 2013 - July 2014
U.S. Bank July 2013 - December 2013
U.S. Bank December 2012 - July 2013
Wells Fargo January 2008 - September 2012
Union Bank January 2004 - December 2008
Skills
Credit, Loans, Commercial Banking, Banking, Credit Analysis, Consumer Lending, Small Business Lending, Small Business, Lines Of Credit, Mortgage Lending, Commercial Lending, Loan Origination, Retail Banking, Cross Selling, Deposits, Portfolio Management
Education
Colorado State University 2001 — 2004
Marin County Federal Credit Union August 2013 - Present
Union Bank April 2007 - January 2013
Sales and Service Specialist November 2004 - April 2007
Skills
Banking, Retail Banking, Customer Service, Customer Retention, Customer Satisfaction, Loan Servicing, Commercial Banking, Cross Selling
Education
College of Marin
History
Loyola Marymount University
English Language and Literature/Letters
Union Bank October 2012 - Present
Union Bank September 2011 - October 2012
Union Bank August 2009 - September 2011
Union Bank March 2005 - June 2007
Union Bank March 2004 - March 2005
Union Bank June 2002 - March 2004
Union Bank August 2001 - June 2002
Skills
Banking, Business Process..., Business Process Mapping, Electronic Content..., Process Improvement, Document Imaging, Lean Thinking, Credit, Six Sigma, Credit Analysis, Loans, Portfolio Management, Commercial Lending, Financial Risk, Financial Analysis, Management, Strategic Planning, Commercial Banking, Retail Banking, Small Business Lending, Risk Management, Credit Risk
Education
University of Southern California 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Graduate Studies at University of Washington - Pacific Coast Banking School 2012 — 2014
Banking and Financial Support Services
Copenhagen Business School 2000 — 2000
International Business Emphasis, Study Abroad Exhchange Program with USC
Union Bank September 2015 - Present
Union Bank August 2014 - Present
Bank of America July 2012 - August 2014
Bank of America December 2007 - July 2012
Pope Mortgage December 2006 - April 2007
American Home Loans June 2005 - December 2006
Skills
Mortgage, Loss Mitigation, Consumer Lending, Mortgage Servicing, Vendor Relations, Start-up Operations, Project Management, Mortgage Lending, Loan Servicing, Call Centers, Residential Mortgages, Loan Origination, Commercial Lending, Business Process..., Team Building, Refinance, Vendor Management, Leadership, Process Improvement, Default, Business Analysis, Mortgage Banking
Education
Colorado State University
Master of Business Administration (M.B.A.)
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business
Ally Financial Inc. July 2015 - Present
Colibrium November 2014 - February 2015
KForce/JP Morgan July 2013 - June 2014
Adecco Staffing/Bank of America October 2011 - June 2012
RYLA Inc. March 2009 - June 2011
Automobile Acceptance Corp April 2008 - March 2009
PlumRHINO Consulting/Bank of America November 2007 - January 2008
Northern Trust April 2006 - July 2007
Union Bank September 2004 - March 2006
Bank of America August 1980 - July 2003
Skills
Customer Service, Call Center, Process Improvement, Team Building, Microsoft Office, Banking, Microsoft Excel, Coaching, Team Leadership, Training, Outlook, Customer Satisfaction, Loans, Mentoring, Administrative..., Business, Professional Services, Problem Solving, Financial Analysis, Business Development, Community Outreach, Fitness, Invoicing, Knowledge Management, Academic Administration, Career Counseling, Forecasting, PowerPoint, Call Centers, Microsoft Word, Performance Management, Management, Sales, Leadership Development, Interviews, Vendor Management, Budgets, Negotiation, Customer Retention, Analysis, Time Management, Employee Training, Team Management, Hiring, Employee Relations, Operations Management, CRM, Access, Payroll, Software Documentation
Education
Collin County Community College 2012 — 2012
Project Management Professional, certification, coursework
Long Beach City College 2004 — 2006
Associates Degree, Business Administration and Counseling/Psychology
Track Mojo November 2014 - Present
USA Track & Field October 2014 - Present
Myrtle Beach Track and Field Club April 2011 - Present
Inspire1Change January 2011 - Present
Richardson Consulting 360 - Crisis Ready Solutions July 2005 - Present
Youth Athletics, Sports & Recreation August 1980 - Present
All Hands Consulting June 2010 - December 2014
Delhaize America July 2012 - October 2012
Union Bank 2010 - 2011
TSYS 2007 - 2009
Skills
Business, Policy, Training, Analysis, Management, Thought Leadership, Strategic Planning, Process Forensics, Consulting, Business Continuity, Emergency Management, Security, Athlete Development, Athletic Recruiting, Corporate Consulting, Corporate Advisory, M&A Advisory Services, Sports Clubs, Athletic Facilities, Sports Communication, Athletic Administration, Speed Training, General Conditioning, Sports Conditioning, Performance Psychology, Life Design, Life Change, Athletic Performance, Student Engagement, Academic Integrity, Student Leadership..., Diversity Program..., Prior Learning..., Adult Learning..., Business Continuity..., Disaster Recovery, Crisis Management, Program Management, Leadership, Public Speaking, Coaching, Event Planning
Education
Troy University
B.S., Criminal Justice/Corrections, Sociology
Air Force Military Policy Academy; Air Intelligence Ops @ Armed Forces Air Intelligence Academy
Graduate, Law Enforcement - Force Protection Operations
Armed Forces Air Intelligence Academy
Graduate Certificate, Air Intelligence Operations
Community College of Aurora
ABA Paralegal Studies
City National Bank 2012 - Present
Bank of Manhattan 2010 - 2012
US Bank 2006 - 2010
Union Bank 2002 - 2006
Smith Barney 1998 - 2002
Skills
Loans, Financial Risk, Cash Flow, Negotiation, Loan Origination, Credit, Mortgage Lending, Banking, Mortgage Banking, Underwriting, Funding, Small Business Lending, Commercial Lending, Financial Analysis, Commercial Banking, Lines Of Credit, Investments, Risk Management, SBA, Consumer Lending, Commercial Mortgages, Cross Selling, Credit Analysis, Asset Based Lending
Education
US Bank 2006 — 2008
Commercial Credit Training
California State University 1998 — 2000
Bachelors of Science, Business; Finance, Real Estate, and Law
Cypress College 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Union Bank March 2012 - Present
Home Savings of America June 2010 - March 2012
LoanCity January 2006 - May 2006
ITLA Capital Corporation April 2004 - December 2005
WAMU-WASHINGTON MUTUAL January 2003 - April 2004
USE Credit Union August 1994 - January 2003
Skills
Mortgage, Loans, Credit, Mortgage Banking, Commercial Mortgages, Banking, FHA financing, Customer Service, Portfolio Management, Risk Management
Education
Cuyamaca College 2008 — 2008
REAL ESTATE, CA DRE Sales License, REAL ESTATE LICENSE - SALES
Frost Bank March 2015 - Present
Capital One September 2011 - February 2015
Union Bank July 2009 - September 2011
Bank of the West March 2008 - July 2009
US Bank 2005 - 2008
Wells Fargo Bank 2002 - 2005
Skills
Treasury Management, Liquidity Management, Trade Finance, Payments, Cash Management, FX, Banking, Customer Relations, Transaction Banking, Global Cash Management, Foreign Exchange, Country Risk Analysis, Correspondent Banking, Supply Chain Finance, Relationship Management, Product Management, Mergers & Acquisitions, Internet Banking, Mortgage Lending, Financial Transactions, Credit, FX Options, Commercial Banking, Portfolio Management, Business Development, Credit Analysis, Treasury Services, Customer Service, SWIFT payments, Finance, Investments, Commercial Lending, Supply Chain, Financial Institutions, Strategy, Derivatives, Credit Risk, Credit Cards, Equities, Funding, Trading, Cross Selling, Deposits, Asset Based Lending, ACH, Financial Risk, Loans, Financial Services, Underwriting
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Business
Colorado Technical University
Bachelor of Science, Business Administration/Marketing
Union Bank November 2013 - June 2014
Full Life Care July 2013 - November 2013
Agape English Language Institute July 2012 - January 2013
Caring, Inc. January 2010 - May 2011
Columbia International University August 2009 - May 2011
Skills
Tutoring, English grammar, Typing 75+ WPM (99%..., Microsoft Office 2007,..., Time Management, Organizational..., Public Speaking, Conversational..., Customer Service, Teaching, Advertising, Nonprofits, Cash Handeling, Communication Skills
Education
Columbia International University 2009 — 2012
Bachelor of Arts (B.A.), Applied English, Ancient Literature, 3.8 GPA, Magna Cum Laude
Columbia International University 2009 — 2012
Bachelor's degree, Applied English
Union Bank February 2010 - Present
Union Bank February 2010 - February 2012
Sonoma California August 2007 - February 2010
Skills
Consumer Lending, Small Business Lending, Lines Of Credit, Mortgage Lending, Credit Analysis, Loan Origination, Cross Selling, Mortgage Banking, Credit Risk, Bank Secrecy Act, Deposits, Core Banking, Home Equity Loans, Relationship Management, Home Equity Lines of..., Internet Banking, Operational Risk, Leadership, Management, Portfolio Management, Finance, Refinance
Education
College of Marin
Verizon Wireless July 2014 - Present
Majd Nazo 2007 - Present
Habanos Cafe January 2013 - June 2013
Union Bank October 2010 - March 2012
L-3 Communications February 2005 - June 2007
Aeromach Manufacturing Inc February 2003 - April 2005
Babylon Video Production January 2000 - January 2003
Skills
Graphic Design, Advertising, Logo Design, Motion Graphics, Illustration, Editing, Entertainment, Commercials, Image Manipulation, Avid, Photoshop, Sorenson Squeeze, Rumba, After Effects, PC, Mac, Drawing, Painting, Brochures, Business Cards, Print, Digital, Typography, Packaging, Brand Developement, Art Direction, Corporate Identity, Creative Direction, Creative Strategy, Retouching, Photography, Layout, Social Media, Broadcast, Production, Camera, Television, Writing, Music Videos, Post Production, Video Production, Director, Banking, Merchant Banking, Sales, Cash Handling Experience, Customer Service, Accurate Data Entry, 10 Key, Phone Banking
Education
Cuyamaca College 1999 — 2003
Associate of Fine Arts, Emphasis in Graphic Design
Grossmont College 1999 — 2003
Associate of Fine Arts, Emphasis in Graphic Design
Bank of Tokyo-Mitsubishi UFJ April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ December 2013 - April 2015
Union Bank October 2012 - December 2013
Union Bank August 2010 - October 2012
Skills
Business Process..., Banking, Project Management, Finance, Risk Management, Strategic Planning, Cash Management, Change Management, Retail Banking, Operations Management, Business Development, Customer Service, Credit Analysis, Financial Risk, Financial Modeling, Global Management, Credit Risk, Organizational..., International Banking..., Commercial Banking, Investments
Education
Columbia University - Columbia Business School 2014 — 2014
Executive Education, Driving Strategic Impact
San Diego State University-California State University 2010 — 2011
Master's Degree, Economics
San Diego State University-California State University 2006 — 2010
Bachelor's Degree, Economics
Union Bank February 2001 - Present
California State University, Los Angeles July 1992 - February 2001
University of Colorado Health Sciences Center May 1990 - August 1992
University of Colorado Health Sciences Center June 1988 - May 1990
Skills
Certified Treasury..., Accredited ACH..., Governmental and Fund..., University Budget..., Student Financial..., Grants & Contracts..., Contract Management, Fund Accounting, Financial Services, NACHA, Cash Management, Treasury Management, Banking Relationships, Treasury Services, Cross Selling, ACH, Payments, Remote Deposit Capture, Electronic Payments, Deposits, Loans, Commercial Lending, Commercial Banking, Banking, Relationship Management, Risk Management, Specialist in public..., Treasury, Small Business Lending, Strategy, Credit Analysis
Education
Colorado State University 1983 — 1987
Bachelor of Science (B.S.), Accounting and Business/Management
California State University, Los Angeles
Master of Science (M.S.), Public Administration
down to earth 2008 - Present
The Growing Place 2011 - Present
Aquascape, Inc. 2011 - 2011
Market Day Corporation 2006 - 2008
Schwarz Nursery and Garden Center 2004 - 2005
Union Bank 1986 - 1994
First Interstate Bancard Company 1984 - 1985
American Hospital Association 1983 - 1984
Fort Howard Paper Company 1981 - 1983
Skills
Product Management, Strategic Planning, Product Development, Project Management, Sales Promotion, Customer Communication, Pricing, Business Profitability, Sales&Marketing, Customer Service, Internal & External..., Problem Solving, Organization, Leadership, Result Oriented, Marketing Communications, Marketing, Landscape Design, Business Strategy
Education
Indiana University Bloomington
Bachelor of Science (BS), Business/Marketing
College of DuPage
Associate's degree, Ornamental Horticulture/Landscape Design
Union Bank March 2010 - Present
Skills
Mortgage Banking, Banking, Strategic Planning, Financial Risk, Credit, Program Management, Loans, Consumer Lending, Management, Mortgage Lending, Retail Banking, Risk Management, Credit Risk
Education
Colorado Technical University
MBA, Business and Marketing
Northwestern California University School of Law
Law
University of California, San Diego
B.S., Biology
Gap Inc. July 2013 - Present
Union Bank May 2012 - August 2012
Franklin Templeton Investments October 2010 - June 2011
Franklin Templeton Investments February 2008 - September 2010
Capri Ristorante January 2005 - January 2008
First Republic Bank September 2005 - December 2005
Skills
Finance, Economics, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Microsoft Office, DCF Valuation, Microsoft Excel, Accounting, Capital IQ, Corporate Finance, Business Strategy, Data Analysis, Portfolio Management, Market Research, Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
University of California, Santa Barbara 2005 — 2007
BA, Business Economics with an Emphasis in Accounting
Radford March 2013 - Present
IBM September 2011 - December 2011
Union Bank May 2011 - August 2011
Deloitte Consulting January 2011 - January 2011
Professional Aptitude Council June 2010 - August 2010
UCLA Daily Bruin September 2009 - December 2009
Wells Fargo June 2007 - August 2007
Skills
Microsoft Excel, Outlook, Employee Relations, Human Resources, Teamwork, PowerPoint, Compensations, Executive Compensation..., Microsoft Word, Lotus Notes, Team Leadership, Accountability, Data Analysis, Microsoft Office, Change Management, Performance Management
Education
Cornell University 2010 — 2012
Bachelor of Science (B.Sc.), Industrial and Labor Relations
University of California, Los Angeles 2008 — 2009
Bachelor of Arts (BA), Business Economics
Abraham Lincoln High School 2004 — 2008
MUFG Union Bank, N.A. July 2004 - Present
Union Bank August 1997 - July 2004
Union Bank March 1995 - August 1997
Union Bank September 1988 - March 1995
Bank of America December 1980 - September 1988
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Risk Management, Portfolio Management, Consumer Lending, Retail Banking, Relationship Management, Financial Risk, Private Banking, Bank Secrecy Act
Education
University of Phoenix 2003 — 2005
Bachelor of Science (BS), Business Management
College of Alameda 1980 — 1983
Associate of Arts (AA), Business Administration and Management, General
Union Bank July 2013 - Present
Union Bank May 2011 - Present
M&T Bank June 2000 - March 2010
Skills
Strategy, Mergers & Acquisitions, Financial Analysis, Forecasting, Finance, Management, Leadership, Analysis, Banking, Analytics, Budgets, Executive Management, Financial Modeling
Education
Columbia University - Columbia Business School 2006 — 2006
Executive MBA, Business
University of Rochester - Simon Business School 2002 — 2004
Executive MBA, Business
Williams College 1995 — 2000
Bachelors, Economics
National Securities, Inc. September 2013 - Present
Voluntary Benefit Systems Corporation of America March 1983 - Present
Union Bank - Disneyland - Downtown Millburn, NJ 1963 - 2015
Metropolitan YMCA of the Orange 1977 - 2014
Columbia University 1958 - 2014
Planned Equity Corporation 1968 - March 1983
Union Bank February 1962 - September 1965
United States Air Force International Rifle Team September 1960 - May 1961
Camp Kittatinny Rifle Club 1954 - 1958
Skills
Investments, Retirement Planning, Financial Services, Financial Advisory, Retirement, Employee Benefits, Life Insurance, Insurance, Portfolio Management, Investment Strategies, Finance, Securities, Strategy, Disability Insurance, Strategic Planning, Small Business, Wealth, Equities, Voice Performance Skills, Announcer - Voice Overs...
Education
University of Southern California - Graduate School of Business Admin. 1962 — 1966
None, Finance
Columbia University in the City of New York 1954 — 1958
B.A., Economics
Union Bank May 2015 - Present
Union Bank July 2013 - May 2015
Bank of America September 2007 - July 2013
L&G Mortgagebanc March 2007 - August 2007
L&G Mortgagebanc November 2006 - March 2007
Irish Hills Realty January 2004 - October 2006
Columbia College Chicago February 2003 - July 2006
Skills
Short Sales, FHA, Real Estate, Negotiation, Contract Negotiation, Loss Mitigation, Document Review, Credit Analysis, Financial Analysis, Creative Writing, Fiction Writing, Creative Non-fiction, Auditing, Quality Assurance, Quality Control, Equator, Procedure Development, Real Estate Transactions, Contract Negotiating
Education
Columbia College Chicago 2001 — 2006
Bachelors of Arts, Fiction Writing
Santa Cruz County Bank April 2014 - Present
Santa Cruz County Bank March 2012 - March 2014
ADP September 2011 - March 2012
Union Bank April 2007 - September 2011
Skills
Salesforce.com, Financial Services, Relationship Management, Cash Management, Cross Selling, Merchant Services, Internet Banking, Branch Management, Deposits, Branch Banking
Education
California State University-Fresno 2005 — 2007
Bachelor's degree, Sociology
College of the Sequoias 2002 — 2005
Associate's degree, General Studies
Union Bank December 2014 - Present
Bank of America September 2013 - November 2014
AIG September 2012 - August 2013
CONNECT - San Diego April 2012 - September 2012
Wells Fargo Bank June 2011 - January 2012
Indus Technology September 2010 - June 2011
Qualcomm January 2010 - September 2010
SAIC June 2009 - January 2010
Fair Isaac 2005 - 2008
Union Bank 2005 - 2005
Skills
Risk Management, Business Process..., Program Management, Process Improvement, Business Analysis, Leadership, Analysis, Project Management, Management, Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategic Planning, Internal Audit, Six Sigma, Business Continuity, Risk Assessment, Portfolio Management, Competitive Analysis, Policy, SAP, Microsoft Office, New Business Development, Oracle, Business Process..., Regulatory Compliance, Equity Trading, Business Process Design, SOX, Risk Mitigation, Defense Contracting, Procedures Manuals, Training & Development, Security Clearance, DMAIC, City Government, Government Relations, Community Development, Fixed Income Trading, Equity Research, White Papers, Industry Analysis, Oracle Discoverer, Agile, Waterfall Model, SWOT Analysis, Risk Control..., Mergers & Acquisitions, Finance, Business Intelligence
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance and Accounting
Boston University 1972 — 1976
B.S., International Management
Lawrence Academy 1968 — 1972
College Preparatory. New England Boarding School
Dartmouth College
ABC Program. Academic scholarship. Introduction to The Lawrence Academy, a New England Prep School, Mathematics, English Literature, Theatre.
University of California, San Diego 1995 — 1997
Certificate, French I, II, III, and IV
U.S. Bank December 2013 - Present
U.S. Bank November 2012 - December 2013
United States Marine Corps August 2000 - February 2013
Union Bank July 2007 - November 2012
True Mortgage June 2005 - June 2006
Skills
Loans, Sales Management, Customer Service, Customer Relations, Excel, Microsoft Office, Public Speaking, PowerPoint, Credit, Small Business, Banking, New Business Development, Finance, Time Management, Budgets, Leadership, Microsoft Excel, Commercial Real Estate, Small Business Lending, SBA 504, Training, Risk Management, Team Building, Management
Education
Cypress College
Santa Ana College
A.A., General Studies
Union Bank November 2014 - Present
Union Bank July 2013 - Present
ING Investment Management April 2011 - June 2013
ING Investment Management October 2010 - March 2011
Ernst & Young September 2005 - September 2010
Skills
Asset Managment, Commercial Banking, Financial Analysis, IFRS, Project Coordination, External Audit, Internal Audit, Assurance, Liaison with..., Client Focus, Valuation, Risk Assessment, Asset Management
Education
Association of Chartered Certified Accountants 2006 — 2008
ACCA Member, Accountancy
Corvinus University of Budapest 1999 — 2005
University diploma, Finance, Marketing Communication
CFA Candidate
Level III candidate
Christelijke Agrarische Hogeschool Dronten 2003 — 2004
HBO, Rural Development
Union Bank October 2011 - Present
New England Culinary Institute (NECI) February 2011 - October 2011
State of Vermont November 2008 - January 2011
State of Vermont February 2005 - November 2008
State of Vermont January 2003 - February 2005
Chittenden Bank 2000 - January 2003
Chittenden Bank 1990 - 2003
Chittenden Bank 1996 - 2000
Chittenden Bank March 1990 - 1996
American Express 1988 - March 1990
Skills
Finance, Cross-functional Team..., Strategy, Program Management, Leadership, Strategic Planning, Public Speaking, Staff Development, Management, Non-profits, Marketing, Financial Analysis, Business Strategy, Risk Management, Analysis, Fundraising, Competitive Analysis, Market Research, Budgets, Nonprofits, Public Relations, Sales, Advertising, Government, Negotiation, Executive Management, Product Development, Analytics, Policy, Management Consulting, Banking, Process Improvement, Human Resources, Project Management
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Marketing & Finance
S.U.N.Y. College of Cortland 1978 — 1982
Stonier Graduate School of Banking
Union Bank November 2009 - Present
Education
Cosumnes River College 2009 — 2013
Union Bank April 2012 - Present
The Vermont Agency December 2008 - May 2012
GMAC Mortgage January 2001 - September 2008
WCAX-TV 3 August 1996 - January 2001
Coburn & Feeley Real Estate May 1986 - August 1996
Fidelity Bond and Mortgage 1978 - 1982
Skills
Mortgage, Insurance, Loans, Customer Relations, Real Estate, Mortgage Banking, Mortgage Lending, Customer Service, FHA, First Time Home Buyers, Refinance, Finance, Small Business, Marketing, Loan Origination, Investment Properties, Sales, Strategic Financial..., Underwriting, Selling, Credit, Real Estate Transactions, Management, Financial Services, Banking, Residential Homes, Financial Analysis, Commercial Lending, USDA, Credit Analysis, Portfolio Management, Residential Mortgages, Investments, Retirement Planning, Risk Management, Life Insurance, Small Business Lending, Single Family Homes, Mutual Funds, Fixed Annuities, Estate Planning, Retirement, VA Loans
Education
Trinity College of Vermont 1996 — 1998
BS, Business/Finance
Community College of Vermont
Associate's degree, Business Administration and Management, General
Mechanics Bank 1995 - Present
Union Bank 1990 - 1994
Education
Columbia University - Columbia Business School
MBA, Marketing and Finance
University of California, Berkeley
BA, French
Union Bank September 2013 - Present
California Consumer Lending December 2007 - August 2013
GreenPoint Mortgage November 1996 - November 2007
Integrated Capital Group April 1992 - October 1996
Skills
Mortgage Lending, FHA, Refinance, Loans, Mortgage Banking, Residential Mortgages, Loan Origination, USDA, VA loans, Credit, FHA financing, Mortgage Underwriting, Underwriting, Banking, Construction Loans, Credit Analysis, Financial Analysis, Calyx Point, Mortgage Servicing, Reverse Mortgages
Education
Portland State University 1987 — 2000
Bachelor of Arts (B.A.), Marketing
Concordia University-Portland 1986 — 1987
Union Bank April 2013 - Present
Department of Urban and Regional Planning, San Jose State University 2015 - Present
Skills
Due Diligence, Real Estate, Real Estate Development, Asset Management, Management, Valuation, Financial Modeling, Leases, Project Management, Investment Properties, M&A, Operations Management
Education
Cornell University 2006 — 2008
MPS, Real Estate
University of California, Berkeley 1997 — 2001
BA, Architecture
Ascendant Capital Management, LLC August 2014 - Present
HCR Wealth Advisors August 2014 - Present
Toyota Financial Services October 2011 - August 2014
Union Bank January 2010 - October 2011
UBS FINANCIAL SERVICES July 2008 - May 2009
Draper and Kramer May 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Valuation, Derivatives, Portfolio Management, Due Diligence, Trading, Bloomberg, Quantitative Finance, Interest Rate..., Credit, FX Options, Finance, Options, Financial Analysis
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2009 — 2010
Master, Financial Engineering
Colorado State University
B.S, Mathematics
Union Bank February 2014 - Present
Union Bank November 2013 - Present
Union Bank November 2013 - February 2014
Sears Holdings Corporation March 2012 - June 2013
Sears Holdings Corporation August 2010 - March 2012
Sears Holdings Corporation July 2008 - August 2010
Skills
Sales, Public Speaking, Visual Merchandising, Management, Store Management, Retail, Merchandising, Retail Sales, Sales Management, Marketing, Inventory Management, Time Management, Leadership, Analysis, Customer Service
Education
Concordia University-Irvine 2008 — 2010
Bachelor of Arts (BA), Marketing
Union Bank July 2013 - Present
US Bank August 2007 - July 2013
The Real Estate Guys January 2006 - August 2007
Inverness Financial, LLC December 2005 - August 2007
Town & Country Credit September 2002 - December 2005
Best Buy April 1999 - September 2002
Skills
Banking, Mortgage Lending, Home Equity Lines of..., Mortgage Banking, Construction, Loans, Non-Conforming, Credit, Loan Origination, FHA, Certified Mortgage..., Construction Loans, Credit Analysis, Cross Selling, FHA financing, Government Loans, Home Equity Loans, Investment Properties, Refinance, Residential Mortgages, Risk Management, Sales, Sales Management, Selling, USDA, VA loans, Mortgage Underwriting, Reverse Mortgages
Education
Colorado State University 2001 — 2005
St. Cloud State University 1998 — 2000
Business, Real Estate
Union Bank May 2014 - Present
Union Bank November 2011 - May 2014
Union Bank 2010 - November 2011
Frontier Bank 2005 - 2010
Skills
Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Commercial Mortgages, Portfolio Management, Underwriting
Education
University of Southern California - Sol Price School of Public Policy 2014 — 2016
Master of Real Estate Development (MRED)
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Washington 2007 — 2008
Professional Certificate, Commercial Real Estate
Western Washington University 2001 — 2005
Finance
Copenhagen Business School 2004 — 2004
International Finance
Kamiak
Prosperity Bank June 2014 - Present
Business Partners December 2011 - May 2014
Union Bank December 2004 - January 2010
AMRESCO Commercial Finance, LLC January 1998 - January 2002
Ocwen Financial Corporation January 1997 - January 1998
Property Information Exchange (PIX) Inc. 1996 - 1997
EQUITABLE REAL ESTATE INVESTMENT MANAGEMENT, INC. July 1979 - February 1995
Skills
New Business Development, Commercial Lending, Underwriting, Credit, Loans, Investment Properties, Loan Origination, Investments, Asset Management, Commercial Mortgages, Mortgage Lending, Real Estate, Commercial Real Estate, Finance, Banking, Structured Finance, Investors, Real Estate Economics, Real Estate Financing, Acquisitions, Valuation, Property, Disposition, Construction Loans, Portfolio Management, Dispositions
Education
Cornell University
BS, Business Management & Applied Economics
Wells Fargo August 2014 - Present
Wells Fargo September 2012 - August 2014
Harte Hanks December 1999 - March 2004
Union Bank July 1990 - December 1999
Skills
Credit, Loans, Loan Origination, Banking, Commercial Banking, Financial Services, Consumer Lending, Commercial Lending, Sales
Education
Coleman University 1997 — 1999
Bachelor’s Degree, Computer Science
University of Arizona 1982 — 1987
Bachelor's Degree, Psychology
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase November 2012 - February 2015
Union Bank November 2011 - November 2012
Wells Fargo Bank November 2010 - July 2011
Wells Fargo May 2007 - October 2010
Trinity World Wide Reprographics January 2006 - December 2007
Concordia University August 2004 - May 2007
Momentum Worldwide June 2005 - July 2005
Santa Ana College August 2002 - May 2004
Skills
Banking, Small Business Lending, Loans, Investments, Excel, PowerPoint, Customer Relations, Word, Credit, Mortgage, Microsoft Office, Public Speaking, Problem Solving, Outlook, Retail, Advertising, Coaching, Customer Service
Education
Concordia University Irvine 2005 — 2007
Business Admin, Marketing/Finance
Santa Ana College 2002 — 2004
Associates Degree, General Education
Premier America Credit Union Branch Service SpecialistUnion BankAugust 2011 - Present
Union Bank 2011 - Present
Education
College of the Desert 2014 — 2017
N/A, Finance, General
Coastal Community Bank March 2014 - Present
Union Bank February 2012 - March 2014
Citibank March 2009 - May 2011
Fifth Third Bank 2007 - 2009
Global Training Network October 2006 - April 2007
JPMorgan Chase 2005 - 2007
Skills
Finance, Sales, Commercial Banking, MBA, Commercial Lending, Banking, Credit, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA, Strategy and Planning, 3.76
Concordia University-Wisconsin 2001 — 2004
Liberal Arts, Liberal Arts
PwC January 2015 - Present
American Honda Motor Company, Inc. 2008 - January 2015
Union Bank 2006 - 2008
Southern California Edison 2001 - 2006
Wells Fargo 1999 - 2001
Pacific stock exchange 1998 - 1999
Amcol Holdings south Africa 1992 - 1998
Skills
Enterprise Architecture, Virtualization, Disaster Recovery, VMware, PCI DSS, LDAP, Solution Architecture, Security, Information Security, Network Security, IT Strategy, Active Directory, Information Security..., Data Center, Architecture, DLP, McAfee, ArcSight, SDLC, ITIL, Integration, Vendor Management, Cisco Technologies, Encryption, Bluecoat, Juniper, Websense, Security Policy, Firewalls, Qualys, Computer Security, IT Management, TCP/IP, BGP, Cloud Computing, Network Design, Vulnerability Assessment, Networking, Switches, Unix, Operating Systems, Penetration Testing, Application Security, Intrusion Detection, Juniper Technologies
Education
Coimbatore Institute of Technology 1985 — 1989
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Don Bosco MHSS Chennai 1970 — 1985
high school, High School
Paychex August 2014 - Present
Union Bank August 2006 - August 2014
Skills
Community Outreach, Business Development, Customer Service, Account Management, Financial Analysis, Strategic Planning
Education
Concordia University-Irvine 2002 — 2005
Bachelor of Arts (B.A.), Communication, General
Sunrider International April 2011 - Present
Villa Narcissa August 2010 - October 2014
SSP Limited January 2008 - July 2010
ZFT Limited September 1996 - December 2007
Vanderlip & Associates, Inc 1984 - 1992
Vanderlip & Associates, Inc. June 1981 - September 1990
Price Waterhouse September 1975 - December 1981
Union Bank February 1971 - July 1973
Skills
Linux, Servers, Virtualization, Perl, Data Center, System Administration, Windows, Apache, VoIP, Open Source, Xen, Nagios, HP-UX, Linux System..., DNS, Cloud Computing, SaltStack, System Deployment, Management, Networking
Education
Cornell University - S.C. Johnson Graduate School of Management 1973 — 1975
M.B.A., Accounting, Operations Research, 4.0
Pomona College 1966 — 1970
B.A., Economics
Le Rosey 1960 — 1966
Google August 2014 - Present
Robert Half Finance & Accounting November 2013 - August 2014
Financial Additions November 2012 - November 2013
Modis December 2011 - November 2012
Union Bank December 2007 - April 2010
Wells Fargo Bank February 2004 - May 2007
Skills
Business Development, Account Management, Cold Calling, Executive Search, Banking, New Business Development, Salesforce.com, Customer Service, Networking, Marketing, Investments, Business Planning, Professional Networking, Executive Management, Negotiation, Client Relationship..., Strategic Financial..., Temporary Placement, Sales Presentations, Customer Relations, Financial Analysis, Business Analysis, Social Media, Real Estate, Asset Managment, Social Media Marketing, Social Networking, Private Banking, Sales Management, Insurance, Employee Benefits, Business Continuity..., Community Involvement, Small Business..., Equities, Spanish, Financial Planning, Asset Management, Financial Recruiting, Contract Negotiation, Investment Banking, Commercial Banking, Hiring Employees, Technical Hiring, Strategic Hiring, Financial Accounting, Management, Financial..., Screening, Applicant..., Recruiting, Business Strategy
Education
Colorado State University 1998 — 2002
Economics
University of Northern Colorado 1997 — 1998
Business/Managerial Economics
Dell Data Center Solutions September 2012 - Present
Dell 2007 - Present
Dell September 2007 - May 2008
Automobile Club of Southern California May 1999 - August 2007
The Irvine Company October 1997 - May 1999
Allergan Pharmaceuticals August 1995 - September 1996
Union Bank May 1993 - August 1995
Citi February 1992 - May 1993
Skills
Deployment, Cost, PMO, Microsoft Office, MS Project, Business Process..., Service Delivery, Project Planning, Process Improvement, Team Leadership, Vendor Relations, People Management, VMware, Operations Management, Vendor Management, Team Building, PMP, Call Center, Business Alignment, Requirements Analysis, Small Business, Project Delivery, IT Service Management, IT Operations, System Deployment
Education
Colorado Technical University 2003 — 2006
MSM PM, Project Management
Conroe High School 1983 — 1987
Diploma
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
HomeStreet Bank July 2013 - January 2014
PacTrust Bank February 2012 - July 2013
Union Bank October 2011 - February 2012
FDIC February 2009 - September 2011
Indymac Bank February 2005 - February 2009
Washington Mutual January 1996 - January 2005
Household Finance September 1985 - January 1996
Skills
Project Management, Risk Management, Mortgage Lending, Training, Strategic Planning, Customer Service, Process Improvement, Budgets, Management, Mortgage Banking, Loans, Microsoft Office, Analysis, Leadership, Visio, Human Resources, Banking, Data Analysis, Team Building, Change Management, Operations Management, System Administration, Six Sigma, Credit, Forecasting, Negotiation, Financial Modeling, Business Analysis, Finance, Team Management, Auditing, Financial Analysis, Mentoring, Sales Management, Microsoft Excel, Access, Retail, Team Leadership, Contract Negotiation, Project Planning, Credit Analysis, Sales, Critical Thinking, Business Process Design, Vendor Management, Underwriting, Policy, Program Management, Business Development, Loss Mitigation
Education
Cypress College 1980 — 1984
Pacific Partners, Inc. 1992 - Present
PPOL subsidiary of Forval 2003 - 2005
am/pm Japan January 1991 - March 2004
World Trade Bank 1983 - 1992
Union Bank 1967 - 1982
Skills
Entrepreneurship, Start-ups, Private Equity, Due Diligence, Strategic Planning, Valuation, Public Speaking, Team Building, Nonprofits, Business Strategy, Mergers & Acquisitions, Management Consulting, Venture Capital, Trade Secrets, Customer Service
Education
Columbia University in the City of New York 1959 — 1964
Bachelor of Science (BS), Political Science with a strong minor in East Asian Studies
Columbia University in the City of New York
BS International Affairs and East Asian Studies
City National Bank May 2012 - Present
Citibank June 2011 - May 2012
Union Bank February 2010 - May 2011
Dyer Consulting Group November 2007 - February 2010
CoBank June 2000 - May 2007
Skills
Public Speaking, Underwriting, P&L Management, Team Leadership, Sales Management, Credit Analysis, Strategic Leadership, Commercial Lending, Commercial Real Estate, Commercial Banking, Banking, Business Development, Coaching, Cash Flow Lending, Portfolio Management, Credit, Financial Analysis, Strategic Planning, Business Planning, Management, Management Consulting, Entrepreneurship, Small Business Lending, Small Business, Analysis, Sales Operations, Leadership Development, Sales, SBA, Loans, Strategy, Leadership, Finance, Executive Management, Risk Management
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2000
MBA, Organizational Management
Colorado Mesa University 1993 — 1996
BBA, Finance
Union Bank January 2015 - Present
Union Bank May 2011 - October 2013
Union Bank January 2005 - April 2011
Union Bank of California January 1977 - December 2004
Skills
Outlook, Access, Financial Analysis, Process Improvement, Consumer Lending, PMO, Project Planning, Program Management, Risk Management, Project Management, Banking, Visio, Vendor Management, Analysis, Business Intelligence, Mortgage Lending, SDLC, Business Analysis, Requirements Analysis, Data Analysis, Change Management, IT Management, Requirements Gathering, SharePoint, Business Process..., Software Project..., Integration, Disaster Recovery, Data Warehousing, Team Leadership
Education
Coleman College 1978 — 1979
Computer Programming/Programmer, General
Union Bank November 2010 - Present
Union Bank November 2006 - November 2010
Union Bank of California December 2005 - November 2006
Union Bank of California October 2004 - December 2005
TSO Network Solutions July 2001 - October 2004
STMicroelectronics January 2000 - July 2001
Pegasus Network Consulting April 1999 - January 2000
United States Marine Corps 1991 - 1996
Skills
Banking, Project Management, Customer Service, Vendor Management, Management, Team Leadership, Budgets, Technical Support, MS Project, Visio, Windows, Business Analysis, Servers, Software Installation, Operating Systems, Analysis, Disaster Recovery, Change Management, Process Improvement, Risk Management, Troubleshooting, Networking, SDLC, Help Desk Support, Cross-functional Team..., Active Directory, IT Management, Call Centers, Access, Software Documentation, SharePoint, System Administration, Leadership, Hardware, Data Center, Security, Integration, Training, ITIL, Enterprise Architecture, Windows Server, Computer Hardware, IT Operations, System Deployment, TCP/IP, Testing, VMware, Windows XP, XP
Education
Coleman College 1998 — 2000
Associate of Science (A.S.), Computer Engineering Technology
Union Bank August 2015 - Present
Union Bank August 2013 - Present
Union Bank January 2013 - August 2013
Union Bank July 2011 - December 2012
Union Bank July 2010 - July 2011
Sprint Nextel April 2010 - August 2010
Westamerica Bank June 2008 - July 2009
Washington Mutual, Inc. 2006 - 2008
Skills
Small Business Lending, Customer Service, Commercial Lending, Banking, Management, Relationship Management, Consumer Lending, Commercial Banking, Credit, Loans, Credit Analysis, Retail Banking, Lines Of Credit, Loan Origination, Sales, Microsoft Excel, Retail
Education
College of Marin 2005 — 2007
Sports Nutrition
Tamalpais High School
Union Bank January 2013 - Present
Union Bank January 2011 - December 2012
Union Bank May 2010 - January 2011
Woodward HRT October 2008 - January 2010
1800mysurgeon.com 2006 - 2008
Bank of America December 2003 - August 2006
Skills
Training, Risk Management, Banking, Customer Service, Time Management, Teamwork, Data Entry, Retail Banking, Process Scheduler, Loans, Commercial Banking, Credit, Cross Selling, Process Improvement
Education
Fashion Institute of Design & Merchandising 2005 — 2006
Visual Communications
College of the Canyons 2002 — 2003
Business
Capital One October 2011 - Present
Capital One October 2011 - Present
Union Bank May 2010 - September 2011
Bank of America 2006 - 2009
Wachovia Bank 2006 - 2006
Washington Mutual Bank 2005 - 2006
Washington Mutual 1997 - 2005
Washington Mutual Bank 1989 - 1997
Washington Mutual Bank 1987 - 1989
Washington Mutual Bank 1985 - 1987
Skills
Strategic Planning, Budgets, Project Planning, Leadership, New Business Development, Analytics, Cross-functional Team..., Analysis, Banking, Financial Analysis, Management, Forecasting, Portfolio Management, Mergers, Strategy, Retail Banking, Segmentation, Team Building, Integrated Marketing, Vendor Management, Market Analysis, Due Diligence, Customer Service, Market Planning, Retail, Financial Services, Integration, Recruiting, Business Planning, Marketing Strategy, Relationship Mgmt, Finance, Mortgage Lending, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Process Improvement, Business Analysis, Product Management, Market Research, Business Strategy, Coaching
Education
University of Washington 1976 — 1979
MA, Economic Geography
Colgate University 1973 — 1976
BA, Math and Geography
Energy Power Partners August 2009 - August 2014
Union Bank June 2004 - June 2007
Skills
Financial Modeling, Portfolio Management
Education
UCLA Anderson School of Management 2007 — 2009
Master of Business Administration (MBA)
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.), Economics
Union Bank 2014 - Present
QuestPoint LLC 2013 - 2014
Biogen Idec 2007 - 2013
Federal Home Loan Bank of Boston 2006 - 2007
TIAA-CREF 2004 - 2006
TAC Worldwide 1999 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 1999
The MENTOR Network 1996 - 1998
Putnam Investments 1995 - 1996
Army National Guard 1989 - 1995
Skills
Databases, Database Design, Microsoft SQL Server, SQL, SSRS, Oracle, Database Administration, Integration, Enterprise Software, Requirements Analysis, Performance Tuning, ETL, IIS, Disaster Recovery, High Availability, Visual Basic, SQL Tuning, Data Modeling, .NET, VBScript, T-SQL, Replication, SSIS, C#, Crystal Reports, XML, SDLC, Cluster, Business Intelligence, PL/SQL, SharePoint, Data Warehousing, Enterprise Architecture, Data Migration, Servers, Troubleshooting, Database Development, Architecture, Unix, ASP.NET, HTML, Shell Scripting, JavaScript, Unix Shell Scripting, Security, Clustering, TFS, Hadoop
Education
Cornell University
Bachelor of Science, Engineering
William E. Simon School of Business
Master of Business Administration (M.B.A.), Information Systems, Operations Mgmt, & Finance
Harvard Extension School 2003 — 2008
Computer Science, A
University of California, San Diego 2013 — 2014
Information Technology and Software Engineering, A+
South Coast Community Services July 2014 - Present
Southern California Edison April 2013 - April 2014
iStar Financial September 2005 - December 2011
Union Bank November 2000 - September 2005
GE Capital August 1999 - November 2000
Home Savings of America 1985 - 1999
Skills
Management, Analysis, Finance, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Valuation, Real Estate Economics, Loans, Financial Reporting, Portfolio Management, Real Estate, Corporate Finance, Mortgage Lending
Education
Cornell University
Certificate in Financial Management
University of Phoenix
BS, Business Administration
Winslow Capital Group January 2013 - Present
Union Bank January 2007 - December 2011
Skills
Mortgage Banking, Loans, Mortgage Lending, Credit Analysis, Loan Origination
Education
Colorado Christian University 1995 — 1997
Earnest Inc. January 2015 - Present
Boatbound March 2014 - January 2015
Grand St. April 2013 - March 2014
Maker Capital LLC November 2011 - February 2014
Blackpine February 2012 - April 2013
Nomura August 2010 - November 2011
Union Bank January 2010 - July 2010
Lazard Freres & Co. August 2006 - November 2009
Skills
Investment Banking, Private Equity, Start-ups, Entrepreneurship, Invention, Early-stage Startups, Debt, Capital Markets, Investments, Venture Capital, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Columbia University in the City of New York 2002 — 2006
BA, American Studies
Barclays June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2012 - July 2014
Union Bank June 2008 - January 2013
Womble Carlyle Sandridge and Rice June 2007 - August 2007
Skills
Strategic Planning, Due Diligence, Business Strategy, Credit, Corporate Finance, Loans, Business Analysis, Investments, Banking, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Southern California - Marshall School of Business 2005 — 2008
BS, Strategic Management
Panattoni Development Company May 2015 - Present
Panattoni Development Company April 2013 - May 2015
Union Bank January 2013 - April 2013
Union Bank September 2011 - December 2012
Superior Wash, Inc March 2009 - October 2011
Union Bank September 2010 - September 2011
Essex property Trust, Inc. September 2005 - December 2008
Barclays North, Inc. September 2003 - September 2005
The Fortune Group March 1996 - August 2003
Skills
Loans, Real Estate, Asset Managment, Real Estate Development, Disposition, Financial Analysis, Entitlements, Financial Modeling, Property Management, Commercial Banking, Commercial Real Estate, Asset Management, Acquisitions, Finance, Investments, Land Acquisition, Portfolio Management, Underwriting, Apartments, Real Estate Economics, Dispositions
Education
Seattle Pacific University - School of Business and Economics 1996 — 1998
BA, Business Management
Covenant College 1992 — 1995
Charlotte Christian School
University of Washington
Harlem Development January 1999 - Present
Bank of the Orient May 2011 - November 2011
Union Bank June 2010 - May 2011
First Republic Bank October 2007 - May 2010
Bank of America June 2006 - October 2007
Consultant: Rosin & Associates/EuroHypo AG/Sterling Equities February 2003 - May 2006
UBS Wealth Management June 2000 - December 2002
Skills
Underwriting, Real Estate, Investments, Credit, Loans, Direct Sales, Risk Management, People Management, Negotiation, Commercial Lending, Commercial Banking, Credit Risk
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Corporate Finance, May 2000
United States Merchant Marine Academy 1991 — 1995
BS, Transportation/Engineering
MUFG Union Bank 2014 - Present
PHH 2011 - 2014
Union Bank 2010 - 2011
Fannie Mae 2009 - 2010
JPMorgan Chase 2008 - 2009
Washington Mutual 2007 - 2008
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1995 - 2004
JPMorgan Chase 1992 - 1995
JPMorgan Chase 1988 - 1992
Education
Columbia Business School 1981 — 1983
MBA, Finance
Yale University 1974 — 1978
BA, Applied Mathematics
Calvert & Associates 2005 - Present
Union Bank May 2010 - August 2011
Calvert and Associates September 2005 - June 2010
Union Bank November 2009 - January 2010
Solugenix Corporation January 2008 - August 2008
TwoConnect October 2006 - February 2008
Hospira March 2006 - August 2006
SeQual Technologies October 2005 - January 2006
SCG January 2004 - August 2005
Skills
SharePoint, Integration, Business Analysis, Technical Writing, Cloud Computing, Management, SDLC, Software Documentation, Software Development, Business Intelligence, Business Process, Linux, Requirements Analysis, Program Management, Project Management, Microsoft SQL Server, Training, CRM, Databases, Quality Assurance, Visio, Enterprise Software, Software Project..., Agile Methodologies, Analysis, Business Requirements, Consulting, Cross-functional Team..., ERP, Data Warehousing, Enterprise Architecture, IT Management, IT Strategy, Leadership, Process Improvement, Requirements Gathering, SQL, SaaS, Solution Architecture, Testing, Vendor Management, XML
Education
Columbia University in the City of New York 1980 — 1984
B.A., Art History, General Studies
MUFG Americas July 2014 - Present
Union Bank July 2013 - June 2014
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2009 - July 2013
The Bank of Tokyo-Mitsubishi UFJ, Ltd. August 2003 - July 2007
Bank of Tokyo Mitsubishi-UFJ, New York Branch 2003 - 2007
Bank of Tokyo-Mitsubishi UFJ November 1999 - August 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Keio University 1993 — 1997
BA, Policy Management
Union Bank December 2012 - Present
Santa Barbara Bank & Trust September 2008 - November 2012
Countrywide 1997 - August 2008
Education
Cornell University 1976 — 1980
BS ILR, Industrial and Labor Relations
Union Bank June 2013 - Present
Rushmore Loan Management Services, LLP June 2012 - June 2013
American Home Mortgage Servicing, Inc. May 2008 - January 2012
American Home Mortgage Servicing, Inc. May 2008 - March 2009
Option One Mortgage June 2002 - May 2008
Option One Mortgage December 2006 - February 2008
Option One Mortgage April 2004 - December 2006
Option One Mortgage January 2004 - April 2004
Ameriquest Mortgage October 1992 - June 2002
First Interstate Bank 1987 - 1992
Skills
Loss Mitigation, Loan Servicing, Default, Mortgage Lending, Management, Project Management, Mortgage Servicing, Mortgage Banking, Loan Modifications, Real Estate, Residential Mortgages, Banking, HAMP, Leadership, Short Sales, Process Improvement, Vendor Management, Customer Service, Strategic Planning, Operations Management, System Administration, Insurance, Financial Services, LPS, Asset Management, Escrow, VA loans, USDA, FNMA, FHLMC, HUD, RESPA, Risk Management, Contract Negotiation, Mortgage Underwriting, Visio
Education
Cypress College
MUFG Union Bank July 2014 - Present
Union Bank May 2009 - Present
Promontory Financial Group, LLC October 2008 - May 2009
Washington Mutual January 2006 - June 2008
Providian Financial January 1996 - December 2005
UBS July 1986 - August 1995
Skills
Liquidity Risk, Spokesperson, Capital Markets, Credit, Banking, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Wellesley College
BA, Russian language and literature
Union Bank 1994 - Present
Skills
Small Business Lending, Commercial Banking, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Banking, Commercial Lending, Credit Analysis, Loans, Treasury Management, Credit, Consumer Lending, Portfolio Management
Education
Colorado State University
Bachelor of Science Business Administration, Finance
Wells Fargo April 2013 - October 2014
Union Bank January 2013 - April 2013
Wells Fargo March 2009 - September 2010
Wells Fargo Corporate Enterprise Hosting Services March 2007 - September 2008
Sim J Harris Communications May 2003 - September 2003
Skills
Troubleshooting, Microsoft Excel, Team Leadership, Management, Testing, Databases, Data Center, Unix, Servers, Windows, Project Management, Data Analysis, Business Analysis, Microsoft Office, Customer Service, Budgets, Leadership, PowerPoint, Time Management, Team Building, Microsoft Word, Operating Systems, Customer Satisfaction, Coaching
Education
Coleman College 2010 — 2011
Tech Certifications, Computer Networking & Security
San Diego State University-California State University 2003 — 2006
Bachelors, Environmental studies
Fireman's Fund Insurance Company August 2014 - Present
Wells Fargo February 2014 - June 2014
Dudnyk September 2013 - February 2014
Union Bank October 2012 - December 2012
Kane and Finkel October 2011 - March 2012
BlackRock June 2011 - September 2011
Blue Shield of California March 2009 - May 2011
Blue Shield of California May 2006 - March 2009
Providian Financial 1999 - 2006
Skills
Project Management, Email Marketing, Marketing Communications, Direct Marketing, Brand Management, CRM, Marketing, Budgets, Trafficking, Digital Marketing, Project Planning, Social Media Marketing, Adobe Acrobat, Advertising, Integrated Marketing
Education
San Francisco State University, College of Business
BS, Management
Contra Costa College
Associate of Science (AS), Computer and Information Systems Security/Information Assurance
Union Bank March 2011 - Present
Bank of America October 2001 - March 2011
SciQuest October 1999 - September 2001
FedEx January 1997 - October 1999
Skills
Marketing, Integrated Marketing, Marketing Strategy, Leadership, Segmentation, Banking, Relationship Management, Marketing Communications
Education
Northwestern University 1995 — 1996
MS, Integrated Marketing Communications
Colgate University 1991 — 1995
BS, English
University of Oxford 1994 — 1994
English, Politics
Union Bank July 2003 - February 2015
Century Theatres 2002 - 2007
Pacific Theatres 1996 - 2001
Skills
Consumer Lending, Commercial Banking, Credit, Small Business Lending, Loans, Lines Of Credit, Bank Secrecy Act, KYC, Commercial Lending, Call Center, Credit Analysis, Mortgage Lending, Core Banking, Internet Banking, Operational Risk..., Branch Management, Financial Transactions
Education
San Francisco State University 2004 — 2006
Bachelor's Degree
College of Marin 2000 — 2003
Associate of Arts (A.A.), General Studies
BBInc TV October 2013 - Present
Bridgepoint Education October 2012 - May 2013
Accel-RF Instruments Corporation June 2012 - August 2012
AMN Healthcare March 2012 - May 2012
Union Bank July 2010 - January 2012
Symitar November 2008 - November 2008
Northrop Grumman July 2006 - September 2008
Acucorp March 2006 - May 2006
Alltel Information Services 1989 - 1996
Skills
SDLC, Testing, Software Documentation, Quality Assurance, Business Intelligence, SQL, Integration, Software Development, Vendor Management, Mainframe, Software Quality..., Business Process, Databases, C#, Visual Studio, Test Cases, Test Planning, Analysis, Requirements Analysis, Agile Methodologies, SharePoint, Operating Systems, Mobile Applications, Software Project..., Microsoft SQL Server, Regression Testing, Oracle, Networking, TFS, Business Requirements
Education
Coleman University
Bachelor's Degree, Computer Science
Coleman University
Bachelors Computer Science
Union Bank May 2012 - Present
BBVA Compass November 2009 - May 2012
Countrywide Bank April 2007 - March 2009
Wells Fargo February 2004 - April 2007
Wells Fargo February 2002 - February 2004
Wells Fargo December 1999 - February 2002
Chase Manhattan Corporation June 1999 - December 1999
Wells Fargo June 1998 - June 1999
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Retail, Retail Banking, Sales, Small Business Lending
Education
Concordia College 1992 — 1996
Bachelor's Degree, Business
San Diego County Credit Union March 2014 - Present
Union Bank May 2012 - March 2014
Coleman University August 2011 - June 2013
Dow Chemical June 2007 - June 2009
Ashtech Infotech June 2006 - June 2007
Skills
Gap Analysis, Six Sigma, ITIL, SAP SD, Change Management, Project Coordination, Process Improvement, Customer Relations, Project Implementation, Troubleshooting, Team Leadership, Problem Solving, Requirements Gathering, Documentation, Active Directory, Operating Systems, Analysis, Desktop Support, Business Process, Computer Hardware, Disaster Recovery, microsoft excel, Visio, Value Stream Mapping, Lean Thinking, DMAIC, Management, Process Engineering, Training
Education
Coleman College 2011 — 2013
Master of Information System, Information System Management, 3.85/4.0
JankiDevi Bajaj Institute of Management Studies 2004 — 2006
MBA, Information technology
Bank of Hawaii July 2015 - Present
Kompetenz Inc February 2014 - Present
Celent September 2012 - February 2014
Union Bank June 2009 - August 2012
Wells Fargo October 2006 - June 2009
US Bank April 2004 - October 2006
OPEX Corporation August 1998 - April 2004
Bank of Montreal January 1997 - July 1998
Bank of Montreal January 1995 - January 1997
Bank of Montreal December 1991 - January 1995
Skills
Business Development, Team Building, Management, Cross-functional Team..., E-commerce, Payments, Banking, Treasury Management, Cash Management, Product Management, Payment Card Processing, Risk Management, Strategy, Financial Services, Business Analysis, Leadership, Mergers & Acquisitions, Vendor Management, Business Strategy, Consulting, Analysis, Strategic Planning, Commercial Banking
Education
University of Phoenix 2000 — 2005
MBA, Technology Management
Concordia University 1993 — 1998
Bachelor of Commerce, Major in Finance
San Diego County Sheriff February 2014 - Present
Hyatt Hotels Corporation March 2011 - February 2014
Hyatt Hotels Corporation November 2009 - March 2011
Hyatt Hotels October 2007 - November 2009
Union Bank April 2004 - August 2007
Cedar Fair Entertainment Company March 1999 - November 2003
Skills
Hospitality, Hotels, Customer Service, Micros, Hospitality Management, Front Office, Outlook, Hotel Management, Customer Satisfaction, Inventory Management, Time Management
Education
University of Massachusetts Boston 2007 — 2009
BA, Criminal Justice, Summa Cum Laude
College of the Desert 2001 — 2007
AS, Administration of Justice
Union Bank November 2013 - Present
US Banccorp July 2008 - November 2013
Countrywide November 2007 - July 2008
Wells Fargo December 2003 - November 2007
Sprint September 2001 - December 2003
Best Signs, Inc. June 1999 - September 2001
24 Hour Fitness June 1998 - June 1999
Skills
Fluent Spanish, Management, Loans, Banking, Consumer Lending, Credit, Finance, Cross Selling, Customer Service, Small Business Lending, Branch Banking, Loan Origination, Lines Of Credit, Retail Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Deposits, Risk Management, Cash Management, Credit Risk, Residential Mortgages, Treasury Management, Credit Cards, Relationship Management, Home Equity Lines of..., Core Banking, Merchant Services, SBA, Team Building, Real Estate, Coaching, Sales, Commercial Banking, Branch Management, Financial Services, Commercial Lending
Education
College of the Desert 1999 — 2002
Associate, Business Economics
Palm Sprigs High School 1994 — 1999
Bank of America Merrill Lynch July 2015 - Present
Union Bank May 2010 - June 2015
Classic Media February 2010 - May 2010
Classic Media September 2009 - January 2010
Union Bank June 2009 - July 2009
Cinetic Media September 2008 - February 2009
Elevation Filmworks February 2008 - August 2008
MOXIE PICTURES January 2001 - January 2005
Skills
Financial Modeling, Digital Media, Entertainment, Financial Analysis, Private Equity, Film, Television, Business Strategy, Film Production, Corporate Finance, Digital Strategy, Valuation, Social Media Marketing, Strategic Planning, Due Diligence, Marketing Strategy, Digital Marketing, Business Development, Intellectual Property, Investments
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Washington University in St. Louis 1997 — 2001
BA, English Lit and Philosophy
Oxford University's Hertford College 1999 — 2000
BA, English and Eastern/Western Philosophy
Union Bank October 2012 - Present
First Bank July 1996 - May 2011
Red Five Security Consulting, LLC 2011 - 2011
Bank of Yorba Linda 1996 - 2001
Education
Concordia University Irvine 1990 — 1994
BA, Business Admin/American Studies
Union Bank December 2010 - Present
Chase May 2010 - July 2010
Trustco Bank July 2007 - May 2010
Skills
Cash Management, Cash Handling Experience, Microsoft Office, QuickBooks, Peachtree, ADP Payroll, Microsoft Network, Citrix, Management, Team Leadership, Access, Banking, Financial Analysis, Data Analysis, Microsoft Excel, Business Analysis, Microsoft Word, PowerPoint, Outlook, Customer Satisfaction, Retail Banking, Customer Service, Auditing, Salesforce.com, Business Process..., Research, Data Entry, Account Reconciliation, Deposits, Payroll, Pivot Tables, Bank Reconciliation, Finance, Accounts Payable, Spreadsheets, General Ledger, Financial Services, Cash Flow, Vlookup, Financial Statements, PeopleSoft, Invoicing, Internal Audit, Treasury Management, Bookkeeping, Financial Accounting
Education
Berkeley College-New York 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Rockland Community College 2007 — 2009
Associate's degree, Accounting
CUNY Hostos Community College 2005 — 2007
Department of Transportation/National Highway Traffic Safety Administration June 2015 - Present
Union Bank 2010 - 2014
Volvo Cars of North America 1985 - 1990
Chrysler Corporation 1975 - 1985
Skills
Financial Services, Finance, Wealth Management, Investments, Asset Management, Mechanical Engineering, Financial Analysis, Data Analysis, Requirements Analysis, Banking, Banking Law
Education
Concord Law School - Kaplan University 2007 — 2012
Doctor of Law (JD)
Oakland University 1971 — 1975
BS Engineering, Mechanical
Oakland University
MBA
State Farm June 2014 - Present
NIITEK, Inc. September 2012 - February 2014
GEICO May 2007 - August 2012
GEICO October 2002 - May 2007
Union Bank August 2000 - October 2002
Sprint Nextel July 2000 - April 2002
Skills
Microsoft Excel, Process Improvement, Data Analysis, Microsoft Office, Microsoft Word, Risk Management, Leadership, Insurance, Team Building, Training, Inspection, IPC, ESD control, Analysis, Cash Management, PeopleSoft, Underwriting, Sales, Efficiency, Organization, 10 Key, Customer Service, General Insurance, Call Center, Banking, Commercial Insurance, Call Centers, Customer Satisfaction, Program Management, Property, Outlook
Education
Cuyamaca College 1998 — 2003
Some College, General
Union Bank
Skills
Technical Writing, Training, Analysis, Software Documentation, Management, Leadership, Business Analysis, Banking, Process Improvement, Program Management, Risk Management, Financial Analysis, Vendor Management, Strategy
Education
Coleman College 1984 — 1986
Bachelor’s Degree, Computer and Information Sciences, General, A
University of San Francisco 1973 — 1975
MA, Theology
University of San Francisco 1969 — 1971
BA Cl, Philosophy
Vigor Industrial April 2014 - Present
Versacold November 2011 - April 2014
Versacold July 2007 - November 2011
Versacold August 2006 - July 2007
Union Bank October 2002 - August 2006
Skills
Financial Analysis, Accounting, Finance, Process Improvement, Financial Reporting
Education
Oregon State University 1973 — 1977
BS, Business Administration
Concord Law School - Kaplan University
Juris Doctor
Union Bank May 2013 - Present
MidPen Housing Corporation June 2008 - May 2013
MidPen Housing Corporation January 2006 - June 2008
Woodbury Financial Services July 2005 - November 2005
Banc Investment Group August 2004 - January 2005
Skills
MRI Software, AvidXchange, Microsoft Excel, Financial Reporting, Accounting, Account Reconciliation, Accruals, General Ledger, Residential Homes, Financial Analysis, Affordable Housing, Non-profits, Accounts Payable, Accounts Receivable, Asset Management, Variance Analysis, Nonprofits, Fixed Assets, Financial Modeling, Financial Accounting, Finance, Due Diligence, Auditing, Budgets, Cash Flow, Credit, Forecasting, GAAP, Managerial Finance, Payroll, QuickBooks, Strategic Financial..., Tax Credits, US GAAP, Valuation
Education
St. Mary's College of California
Master's degree, Financial Analysis & Investment Management
College of San Mateo
Accounting
SFSU
Bachelor's degree, Finance, General
Diablo Valley College
Union Bank Sr. RelationshipUnion BankNovember 2010 - Present
Skills
Customer Service
Education
Cosumnes River College 2010 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Union Bank October 2011 - Present
Border's June 2011 - September 2011
Skills
Retail Banking
Education
Clark Magnet High School
College of the Sequoias
Union Bank July 2006 - Present
Citizen Business Bank February 2001 - July 2006
Education
College of the Sequoias
Golden State Business College
Mission Valley Bank 2006 - 2011
Union Bank January 2005 - August 2005
Skills
Customer Service/Sales, Bilingual-English/Spanis...
Education
College of the Canyons 2009 — 2013
Associate of Arts (AA), General Studies-Spanish
Union Bank March 2014 - Present
U.S. Bank 2009 - February 2014
Skills
Consumer Lending, Small Business Lending, Loans, Banking, Credit, Commercial Banking, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Cross Selling, Lines Of Credit
Education
Conservatory of Recording Arts and Sciences 2000 — 2001