Union Bank
Description
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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4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Employee
Years
Job
Industry
Diana Beidolla Diana Beidolla's Union Bank Experience 2012 - 2013
Job Administration at General Atomics
Industry Facilities Services
Experience
General Atomics November 2013 - Present
Union Bank 2012 - 2013
Navy Federal Credit Union April 2006 - November 2012
Navy Federal Credit Union 2006 - 2012
Skills
Training, Leadership, Call Centers, Program Management, Banking, Credit, Leadership Development, Coaching, Employee Training, Training Delivery, Customer Service, Employee Engagement, MOS Skilled,..., Certified 70 WPM, Hypersnap and Adobe..., WebEx and Adobe Connect..., Performance Management, Retail Banking, Analitycal Thinking, Ethical Decision Making, Public Speaking, Virtual Classes, Needs Assessment, Coaching Staff
Education
Grossmont College
English Language and Literature/Letters
San Diego Continuing Education 2013 — 2013
Accounting
Universidad Autonoma de Sinaloa 2000 — 2002
Business Administration, Management and Operations
General Atomics November 2013 - Present
Union Bank 2012 - 2013
Navy Federal Credit Union April 2006 - November 2012
Navy Federal Credit Union 2006 - 2012
Skills
Training, Leadership, Call Centers, Program Management, Banking, Credit, Leadership Development, Coaching, Employee Training, Training Delivery, Customer Service, Employee Engagement, MOS Skilled,..., Certified 70 WPM, Hypersnap and Adobe..., WebEx and Adobe Connect..., Performance Management, Retail Banking, Analitycal Thinking, Ethical Decision Making, Public Speaking, Virtual Classes, Needs Assessment, Coaching Staff
Education
Grossmont College
English Language and Literature/Letters
San Diego Continuing Education 2013 — 2013
Accounting
Universidad Autonoma de Sinaloa 2000 — 2002
Business Administration, Management and Operations
Haiying Zhu Haiying Zhu's Union Bank Experience December 2014 - July 2015
Job SR Relationship Banker
Industry Banking
Experience
Union Bank December 2014 - July 2015
Standard Chartered Bank April 2007 - May 2009
China Merchants Bank June 2006 - July 2006
Canton Fair (China Import and Export Fair) April 2005 - April 2005
Skills
Retail Banking, Customer Service, Relationship Management, Personal Income Tax..., Loans, Financial Services, Microsoft Excel, Microsoft Word, Accounting
Education
Macquarie University 2010 — 2011
Master's Degree, Accounting, GPA 3.4
Guangdong University of Foreign Studies 2003 — 2007
Bachelor's Degree, Economics
Union Bank December 2014 - July 2015
Standard Chartered Bank April 2007 - May 2009
China Merchants Bank June 2006 - July 2006
Canton Fair (China Import and Export Fair) April 2005 - April 2005
Skills
Retail Banking, Customer Service, Relationship Management, Personal Income Tax..., Loans, Financial Services, Microsoft Excel, Microsoft Word, Accounting
Education
Macquarie University 2010 — 2011
Master's Degree, Accounting, GPA 3.4
Guangdong University of Foreign Studies 2003 — 2007
Bachelor's Degree, Economics
Turan Majhi Turan Majhi's Union Bank Experience August 2012 - March 2014
Job Human Resources Business Partner at Innovative Interfaces
Industry Computer Software
Experience
Innovative Interfaces October 2014 - Present
Innovative Interfaces March 2014 - October 2014
Union Bank August 2012 - March 2014
Tenderloin Neighborhood Development Corporation 2013 - 2013
Blurb June 2011 - January 2012
Onyx Pharmaceuticals October 2010 - March 2011
Business for Social Responsiblity 2010 - 2010
Recurrent Energy 2009 - 2009
MuleSoft Inc 2006 - 2008
Nimblefish Technologies 2002 - 2005
Skills
HR Management,..., Organizational..., Employee Relations, Payroll, Benefits Administration..., Taleo, ADP Workforce Now, Leave of Absence, Recruitment & Staffing, HR Project Management, Onboarding, Workers Compensation, Training & Development, HRIS, Personnel Management, Talent Management, Talent Acquisition
Education
Golden Gate University
Master of Arts (M.A.), Industrial and Organizational Psychology
University of California, Berkeley
Bachelor of Arts (B.A.), English
University of California, Berkeley
Certificate in Human Resources, Human Resources Management
Innovative Interfaces October 2014 - Present
Innovative Interfaces March 2014 - October 2014
Union Bank August 2012 - March 2014
Tenderloin Neighborhood Development Corporation 2013 - 2013
Blurb June 2011 - January 2012
Onyx Pharmaceuticals October 2010 - March 2011
Business for Social Responsiblity 2010 - 2010
Recurrent Energy 2009 - 2009
MuleSoft Inc 2006 - 2008
Nimblefish Technologies 2002 - 2005
Skills
HR Management,..., Organizational..., Employee Relations, Payroll, Benefits Administration..., Taleo, ADP Workforce Now, Leave of Absence, Recruitment & Staffing, HR Project Management, Onboarding, Workers Compensation, Training & Development, HRIS, Personnel Management, Talent Management, Talent Acquisition
Education
Golden Gate University
Master of Arts (M.A.), Industrial and Organizational Psychology
University of California, Berkeley
Bachelor of Arts (B.A.), English
University of California, Berkeley
Certificate in Human Resources, Human Resources Management
Royce A Rice Royce A Rice's Union Bank Experience March 2011 - June 2012
Job Senior Lead Account Manager Of Renewable Energy
Industry Renewables & Environment
Experience
DEX March 2015 - Present
DEX August 2014 - March 2015
DEX June 2012 - August 2014
Union Bank March 2011 - June 2012
Wells Fargo Bank 2010 - April 2011
Wells Fargo Bank October 2008 - March 2010
Flextronics Global Services June 2006 - April 2008
Data Exchange Corporation September 2005 - June 2006
Nexicore Services June 2002 - June 2005
GM Nameplate 1996 - 2002
Skills
Management, Strategy, Portfolio Management, Banking, Sales, Investments, Customer Service, Cross-functional Team..., Customer Satisfaction, Financial Services, Series 7, Negotiation, Sales Management, Mutual Funds, Loans, Leadership, Securities, Series 63, Options, Credit, Selling, Equities, Bonds, Options Strategies, Strategic Financial..., Strategic Planning, Fixed Income, Process Improvement, Team Building, Renewable Energy, Procurement, Program Management, Account Management, Public Speaking
Education
Grambling State University 1991 — 1996
English Liberal Arts, Communications
University of Washington 1995 — 1996
DEX March 2015 - Present
DEX August 2014 - March 2015
DEX June 2012 - August 2014
Union Bank March 2011 - June 2012
Wells Fargo Bank 2010 - April 2011
Wells Fargo Bank October 2008 - March 2010
Flextronics Global Services June 2006 - April 2008
Data Exchange Corporation September 2005 - June 2006
Nexicore Services June 2002 - June 2005
GM Nameplate 1996 - 2002
Skills
Management, Strategy, Portfolio Management, Banking, Sales, Investments, Customer Service, Cross-functional Team..., Customer Satisfaction, Financial Services, Series 7, Negotiation, Sales Management, Mutual Funds, Loans, Leadership, Securities, Series 63, Options, Credit, Selling, Equities, Bonds, Options Strategies, Strategic Financial..., Strategic Planning, Fixed Income, Process Improvement, Team Building, Renewable Energy, Procurement, Program Management, Account Management, Public Speaking
Education
Grambling State University 1991 — 1996
English Liberal Arts, Communications
University of Washington 1995 — 1996
Michele Helmer Michele Helmer's Union Bank Experience January 2012 - April 2012
Job Grand Valley State University Graduate
Industry Hospitality
Experience
State Farm October 2012 - Present
MedDirect April 2012 - August 2012
Union Bank January 2012 - April 2012
Jimmy John's December 2006 - January 2012
Grand Rapids Community College August 2009 - April 2010
Skills
Customer Service, Microsoft Office, Event Planning, Adobe Creative Suite, Marketing Strategy, Event Management, Phone Skills, Email, Fax, Organizational..., Petty Cash, Cash Flow, Job Scheduling, Meeting Scheduling, Hiring Practices, Training, Dependable Team Player, Hospitality Management, Travel Arrangements, Supply Ordering, Ordering Office Supplies, Communication Skills, Payroll, Facebook, Interviews, Receptionist Duties, Coordinating Events, Property & Casualty..., Life & Health Insurance..., Billing Process, Outlook, Telephone Skills
Education
Grand Valley State University
Bachelor of Arts, Hospitality and Tourism Management
Grand Rapids Community College 2009 — 2010
AA, General
State Farm October 2012 - Present
MedDirect April 2012 - August 2012
Union Bank January 2012 - April 2012
Jimmy John's December 2006 - January 2012
Grand Rapids Community College August 2009 - April 2010
Skills
Customer Service, Microsoft Office, Event Planning, Adobe Creative Suite, Marketing Strategy, Event Management, Phone Skills, Email, Fax, Organizational..., Petty Cash, Cash Flow, Job Scheduling, Meeting Scheduling, Hiring Practices, Training, Dependable Team Player, Hospitality Management, Travel Arrangements, Supply Ordering, Ordering Office Supplies, Communication Skills, Payroll, Facebook, Interviews, Receptionist Duties, Coordinating Events, Property & Casualty..., Life & Health Insurance..., Billing Process, Outlook, Telephone Skills
Education
Grand Valley State University
Bachelor of Arts, Hospitality and Tourism Management
Grand Rapids Community College 2009 — 2010
AA, General
Aaron Pilger Aaron Pilger's Union Bank Experience August 2012 - August 2015
Job Helping make your money work for you Financial educator and lending expert
Industry Banking
Experience
BNI® (Business Network International) - Professional Referral Partners March 2013 - Present
Union Bank August 2012 - August 2015
Superb Internet May 2011 - June 2012
US Navy August 2004 - August 2010
Best Buy December 2002 - August 2004
Best Buy July 2000 - December 2002
Skills
Management, Banking, Credit, Customer Service, Loans, Consumer Lending, Retail Banking, Small Business Lending, Operations Management, Leadership, Home Equity Lines of..., Home Equity Loans, Mortgage Lending, Branch Banking, Private Banking, Commercial Lending, Commercial Banking, Trust Services, Training, Customer Satisfaction, Troubleshooting, Time Management, Sales, Team Building, Process Improvement, Program Management, Business Development, Strategic Planning, Strategy, Analysis, Business Analysis, Cross-functional Team..., Leadership Development, Conflict Resolution, Account Management, Social Networking, Coaching, Business Strategy, Relationship Management
Education
Hawaii Pacific University 2010 — 2012
Bachelor of Science in Business Administration, Computer Information Systems, 3.97
DeSmet Jesuit High School 1997 — 2001
BNI® (Business Network International) - Professional Referral Partners March 2013 - Present
Union Bank August 2012 - August 2015
Superb Internet May 2011 - June 2012
US Navy August 2004 - August 2010
Best Buy December 2002 - August 2004
Best Buy July 2000 - December 2002
Skills
Management, Banking, Credit, Customer Service, Loans, Consumer Lending, Retail Banking, Small Business Lending, Operations Management, Leadership, Home Equity Lines of..., Home Equity Loans, Mortgage Lending, Branch Banking, Private Banking, Commercial Lending, Commercial Banking, Trust Services, Training, Customer Satisfaction, Troubleshooting, Time Management, Sales, Team Building, Process Improvement, Program Management, Business Development, Strategic Planning, Strategy, Analysis, Business Analysis, Cross-functional Team..., Leadership Development, Conflict Resolution, Account Management, Social Networking, Coaching, Business Strategy, Relationship Management
Education
Hawaii Pacific University 2010 — 2012
Bachelor of Science in Business Administration, Computer Information Systems, 3.97
DeSmet Jesuit High School 1997 — 2001
Larry Fountain Larry Fountain's Union Bank Experience 1991 - 1995
Job Executive Vice President and Director of Corporate Banking at Mechanics Bank
Industry Banking
Experience
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Melia Guglielmetti Melia Guglielmetti's Union Bank Experience December 2009 - September 2012
Job Branch Service Specialist at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank September 2012 - Present
Union Bank December 2009 - September 2012
Skills
Banking, Mortgage Banking, Credit Risk, Retail Banking, Portfolio Management, Deposits, Branch Banking, Commercial Banking, Commercial Lending, Loans, Mortgage Lending, Small Business Lending, Credit, Cash Management, Lines Of Credit, Loan Origination, Consumer Lending, Credit Analysis, Cross Selling, Customer Service, Microsoft Office
Education
Grossmont College 1974 — 1976
Business/Commerce, General
MUFG Union Bank September 2012 - Present
Union Bank December 2009 - September 2012
Skills
Banking, Mortgage Banking, Credit Risk, Retail Banking, Portfolio Management, Deposits, Branch Banking, Commercial Banking, Commercial Lending, Loans, Mortgage Lending, Small Business Lending, Credit, Cash Management, Lines Of Credit, Loan Origination, Consumer Lending, Credit Analysis, Cross Selling, Customer Service, Microsoft Office
Education
Grossmont College 1974 — 1976
Business/Commerce, General
fernando arana fernando arana's Union Bank Experience February 2007 - April 2008
Job Financial Advisor
Industry Financial Services
Experience
Self Employed March 2012 - Present
Nike November 2013 - January 2014
County of San Diego April 2008 - March 2012
Union Bank February 2007 - April 2008
Skills
Research, Team Leadership, Social Networking, Event Planning, Strategy, Sales, Management, Business Development, Budgets, Public Speaking, Customer Service, Marketing, Market Research, Sales Management
Education
National University 2009 — 2012
Bachelor's of Sciene, Accountancy
Grossmont College
Associate of Liberal Arts (A.A.), General Studies
Self Employed March 2012 - Present
Nike November 2013 - January 2014
County of San Diego April 2008 - March 2012
Union Bank February 2007 - April 2008
Skills
Research, Team Leadership, Social Networking, Event Planning, Strategy, Sales, Management, Business Development, Budgets, Public Speaking, Customer Service, Marketing, Market Research, Sales Management
Education
National University 2009 — 2012
Bachelor's of Sciene, Accountancy
Grossmont College
Associate of Liberal Arts (A.A.), General Studies
Jean Kong Jean Kong's Union Bank Experience July 2001 - April 2003
Job Executive Assistant at Heller Manus Architects
Industry Hospitality
Experience
Heller Manus Architects July 2015 - Present
Express Line International October 2012 - July 2015
Cache Creek Casino Resort 2006 - 2012
Premier Atelier 2003 - August 2006
Union Bank July 2001 - April 2003
Skills
Leadership, Event Planning, Spa, Guest Service Management, Event Management, Chinese, Retail Design &..., Spa Management, Executive Level..., Organizational..., Highly detail oriented, Budgets, Management, Menu Development, Hospitality, Pre-opening, Banquets, Hospitality Industry, Hospitality Management, Food & Beverage, Hotels
Education
Golden Gate University
Hotel Management
Heller Manus Architects July 2015 - Present
Express Line International October 2012 - July 2015
Cache Creek Casino Resort 2006 - 2012
Premier Atelier 2003 - August 2006
Union Bank July 2001 - April 2003
Skills
Leadership, Event Planning, Spa, Guest Service Management, Event Management, Chinese, Retail Design &..., Spa Management, Executive Level..., Organizational..., Highly detail oriented, Budgets, Management, Menu Development, Hospitality, Pre-opening, Banquets, Hospitality Industry, Hospitality Management, Food & Beverage, Hotels
Education
Golden Gate University
Hotel Management
Phil McCrum Phil McCrum's Union Bank Experience January 1986 - January 1993
Job Retired for the second time. at Retired
Industry Computer Software
Experience
Retired September 2014 - Present
Automobile Club of Southern California July 2012 - September 2014
Automobile Club of Southern California January 1993 - January 2006
Union Bank January 1986 - January 1993
GEMCO (Lucky Retail Stores) January 1984 - January 1986
Carter Hawley Hale Retail Stores January 1981 - January 1984
Skills
Insurance, Production Support, Stored Procedures, Application Development, Visual Basic, Microsoft SQL Server, COBOL, PL/1, Microsoft Excel, Access, Requirements Analysis, VSAM, SQL, CICS, Software Development, VB.NET, DB2, IMS DB/DC
Education
Grossmont College 1971 — 1973
A.S, Data Processing
Retired September 2014 - Present
Automobile Club of Southern California July 2012 - September 2014
Automobile Club of Southern California January 1993 - January 2006
Union Bank January 1986 - January 1993
GEMCO (Lucky Retail Stores) January 1984 - January 1986
Carter Hawley Hale Retail Stores January 1981 - January 1984
Skills
Insurance, Production Support, Stored Procedures, Application Development, Visual Basic, Microsoft SQL Server, COBOL, PL/1, Microsoft Excel, Access, Requirements Analysis, VSAM, SQL, CICS, Software Development, VB.NET, DB2, IMS DB/DC
Education
Grossmont College 1971 — 1973
A.S, Data Processing
Robin Storey, CMCA Robin Storey, CMCA's Union Bank Experience October 2012 - September 2013
Job SVP, Senior Sales and Product Executive at Association Capital Bank, a division of Texas Capital Bank
Industry Banking
Experience
Union Bank October 2012 - September 2013
Smartstreet and Good Shepherds Bank 2001 - 2013
Transamerica Business Capital April 1998 - October 2002
Emergent Business Capital October 1997 - April 1998
First Capital Bank January 1991 - October 1997
Skills
Loans, Property Management, Credit, Banking, Cash Management, Customer Relations, Commercial Lending, Sales Management, Payments, Underwriting, Customer Service, Small Business Lending, Commercial Banking, Management, Leadership, Credit Analysis, Lines Of Credit, Finance, Credit Risk, Relationship Management, Asset Based Lending, Treasury Management, Real Estate, Financial Services, Cross Selling, Deposits, Business Development, SBA, CRM, Financial Analysis, Loan Origination, Portfolio Management, Consumer Lending, Retail Banking, Mortgage Banking, Commercial Mortgages
Education
Louisiana State University 1993 — 1995
The Graduate School of Banking, Banking
Georgia State University - J. Mack Robinson College of Business 1980 — 1983
BBA, Management
Union Bank October 2012 - September 2013
Smartstreet and Good Shepherds Bank 2001 - 2013
Transamerica Business Capital April 1998 - October 2002
Emergent Business Capital October 1997 - April 1998
First Capital Bank January 1991 - October 1997
Skills
Loans, Property Management, Credit, Banking, Cash Management, Customer Relations, Commercial Lending, Sales Management, Payments, Underwriting, Customer Service, Small Business Lending, Commercial Banking, Management, Leadership, Credit Analysis, Lines Of Credit, Finance, Credit Risk, Relationship Management, Asset Based Lending, Treasury Management, Real Estate, Financial Services, Cross Selling, Deposits, Business Development, SBA, CRM, Financial Analysis, Loan Origination, Portfolio Management, Consumer Lending, Retail Banking, Mortgage Banking, Commercial Mortgages
Education
Louisiana State University 1993 — 1995
The Graduate School of Banking, Banking
Georgia State University - J. Mack Robinson College of Business 1980 — 1983
BBA, Management
Michelle Hedrick Michelle Hedrick's Union Bank Experience November 2012 - Present
Job Wholesale Lending Sales & Training at Union Bank
Industry Banking
Experience
Union Bank November 2012 - Present
Union Bank January 2011 - November 2012
Union Bank January 2005 - January 2011
Escondido Union District January 2006 - January 2010
Loan City January 2003 - January 2004
Monroe Clark Middle School January 2001 - January 2003
San Diego Unified School District January 1998 - January 2001
Skills
Technical Course..., Mortgage Lending, Credit Analysis, Microsoft Office, Training Facilitation, Adobe Creative Suite, WebEx, Outstanding..., Instructional Design, Adult Learning Theory, Residential Mortgages, Mortgage Underwriting, Process Improvement, Mortgage Banking, Loans, Workshop Development, softskills training, Loan Origination, Leadership, Training, Captivate, Underwriting, Financial Services, Customer Service, Microsoft Excel, Outlook, PowerPoint, SharePoint, Microsoft Word, Learning Management..., Microsoft Publisher, Adobe Presenter, SnagIt, Blackboard, Lotus Notes, Assessment Skills, Real Estate Financing, Real Estate, Consumer Lending, Banking
Education
San Diego State Credential Program 2000 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Diego State University-California State University 1997 — 2000
Bachelors, Liberal Studies
Grossmont College 1993 — 1997
AA, Education
Union Bank November 2012 - Present
Union Bank January 2011 - November 2012
Union Bank January 2005 - January 2011
Escondido Union District January 2006 - January 2010
Loan City January 2003 - January 2004
Monroe Clark Middle School January 2001 - January 2003
San Diego Unified School District January 1998 - January 2001
Skills
Technical Course..., Mortgage Lending, Credit Analysis, Microsoft Office, Training Facilitation, Adobe Creative Suite, WebEx, Outstanding..., Instructional Design, Adult Learning Theory, Residential Mortgages, Mortgage Underwriting, Process Improvement, Mortgage Banking, Loans, Workshop Development, softskills training, Loan Origination, Leadership, Training, Captivate, Underwriting, Financial Services, Customer Service, Microsoft Excel, Outlook, PowerPoint, SharePoint, Microsoft Word, Learning Management..., Microsoft Publisher, Adobe Presenter, SnagIt, Blackboard, Lotus Notes, Assessment Skills, Real Estate Financing, Real Estate, Consumer Lending, Banking
Education
San Diego State Credential Program 2000 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Diego State University-California State University 1997 — 2000
Bachelors, Liberal Studies
Grossmont College 1993 — 1997
AA, Education
david barbee's Union Bank Experience September 2013 - December 2013
Job IT Contractor at RHT
Industry Computer Software
Experience
RHT March 2008 - Present
Wells Fargo October 2014 - December 2014
T-Mobile October 2014 - December 2014
Farmers Insurance Group of Companies September 2013 - April 2014
Union Bank September 2013 - December 2013
DHL July 2013 - August 2013
utas aerospace April 2013 - May 2013
QBE North America April 2012 - February 2013
Bank of America June 2012 - August 2012
ExxonMobil September 2011 - November 2011
Skills
Computer Hardware, Software Installation, Windows 7, System Administration, Excel, Microsoft Office, Word, Outlook, Problem Solving, Customer Relations, Customer Service, Access, Windows, PowerPoint, XP, Computer Repair, Quickbooks, Networking, Operating Systems, Software, Troubleshooting, Mac OS, iPhone Support, iPad Support, Windows XP
Education
Glendale Community College
RHT March 2008 - Present
Wells Fargo October 2014 - December 2014
T-Mobile October 2014 - December 2014
Farmers Insurance Group of Companies September 2013 - April 2014
Union Bank September 2013 - December 2013
DHL July 2013 - August 2013
utas aerospace April 2013 - May 2013
QBE North America April 2012 - February 2013
Bank of America June 2012 - August 2012
ExxonMobil September 2011 - November 2011
Skills
Computer Hardware, Software Installation, Windows 7, System Administration, Excel, Microsoft Office, Word, Outlook, Problem Solving, Customer Relations, Customer Service, Access, Windows, PowerPoint, XP, Computer Repair, Quickbooks, Networking, Operating Systems, Software, Troubleshooting, Mac OS, iPhone Support, iPad Support, Windows XP
Education
Glendale Community College
Ken Sim Ken Sim's Union Bank Experience 2000 - 2005
Job HRIS Analyst
Industry Information Technology and Services
Experience
Wells Fargo 2006 - 2014
Union Bank 2000 - 2005
Union Bank 1999 - 2000
Golden Gate University 1995 - 1998
Skills
HRIS, Reporting & Analysis, Data Analysis, Human Resources, Benefits Administration, Lawson HRIS, PeopleSoft, Employee Benefits, System Testing, SharePoint Designer, InfoPath Forms, SharePoint..., Process Improvement, Open Enrollment, Succession Planning, Deferred Compensation, Strategic Planning, Agile & Waterfall..., Compensation Planning, Policy, User Acceptance Testing, Test Cases, Test Planning, Regression Testing, 403 b, COBRA, HIPAA, Cantonese, Talent Acquisition, Vendor Management
Education
Golden Gate University 1993 — 1997
BA Human Relations, Human Resources, Psychology, Sociology
Wells Fargo 2006 - 2014
Union Bank 2000 - 2005
Union Bank 1999 - 2000
Golden Gate University 1995 - 1998
Skills
HRIS, Reporting & Analysis, Data Analysis, Human Resources, Benefits Administration, Lawson HRIS, PeopleSoft, Employee Benefits, System Testing, SharePoint Designer, InfoPath Forms, SharePoint..., Process Improvement, Open Enrollment, Succession Planning, Deferred Compensation, Strategic Planning, Agile & Waterfall..., Compensation Planning, Policy, User Acceptance Testing, Test Cases, Test Planning, Regression Testing, 403 b, COBRA, HIPAA, Cantonese, Talent Acquisition, Vendor Management
Education
Golden Gate University 1993 — 1997
BA Human Relations, Human Resources, Psychology, Sociology
Carinne Meyrignac Carinne Meyrignac's Union Bank Experience November 2014 - Present
Job Vice President
Industry Banking
Experience
Union Bank November 2014 - Present
Disney Consumer Products January 2014 - Present
Société Générale August 2013 - October 2013
Societe Generale September 2009 - August 2013
Societe Generale June 2008 - September 2009
Hermes of Paris Inc. October 2007 - May 2008
Skills
Financial Risk, Internal Audit, Internal Controls, Auditing, Risk Management, Operational Risk, Financial Audits, Investment Banking, Operational Risk...
Education
Institute of Internal Auditors 2013 — 2013
CIA, Internal audit
HEC Paris 2007 — 2008
Master's degree, International Risk Management
Tsinghua University 2005 — 2006
IMAC 1999 — 2003
Master's degree, Engineering
Union Bank November 2014 - Present
Disney Consumer Products January 2014 - Present
Société Générale August 2013 - October 2013
Societe Generale September 2009 - August 2013
Societe Generale June 2008 - September 2009
Hermes of Paris Inc. October 2007 - May 2008
Skills
Financial Risk, Internal Audit, Internal Controls, Auditing, Risk Management, Operational Risk, Financial Audits, Investment Banking, Operational Risk...
Education
Institute of Internal Auditors 2013 — 2013
CIA, Internal audit
HEC Paris 2007 — 2008
Master's degree, International Risk Management
Tsinghua University 2005 — 2006
IMAC 1999 — 2003
Master's degree, Engineering
Jeff Uniack Jeff Uniack's Union Bank Experience February 2012 - January 2013
Job Senior Vice President, Business Development / Sales Manager
Industry Banking
Experience
Mortgage Capital Partners May 2014 - Present
Union Bank February 2012 - January 2013
Home Services Lending Inc. 2004 - 2011
Skills
Mortgage Lending, Residential Mortgages, Credit Analysis, Credit, Retail Banking, Loan Origination, Commercial Banking, Loans, Commercial Lending, Banking, Mortgage Banking, FHA, Financial Analysis, Refinance, Commercial Mortgages, USDA, VA loans, Underwriting, Certified Mortgage..., Mortgage Underwriting, FHA financing, Reverse Mortgages, Loss Mitigation, Consumer Lending, Construction Loans, Real Estate Financing, Real Estate Economics, Jumbo Mortgage, Investments, Financial Structuring, Government Loans, First Time Home Buyers, Home Equity Loans, Investment Properties, Commercial Real Estate, Foreclosures, Real Estate, Funding, Real Estate Transactions, Portfolio Management, REO, Escrow, Residential Homes, Private Banking, Asset Management, Selling, Investors, VA Loans, FHA Financing, Sales
Education
Golden West College 1987 — 1998
Associate of Arts (AA), Finance
Loyola Marymount University 1989 — 1991
Bachelor's degree, Finance and Financial Management Services, 3.65
Mortgage Capital Partners May 2014 - Present
Union Bank February 2012 - January 2013
Home Services Lending Inc. 2004 - 2011
Skills
Mortgage Lending, Residential Mortgages, Credit Analysis, Credit, Retail Banking, Loan Origination, Commercial Banking, Loans, Commercial Lending, Banking, Mortgage Banking, FHA, Financial Analysis, Refinance, Commercial Mortgages, USDA, VA loans, Underwriting, Certified Mortgage..., Mortgage Underwriting, FHA financing, Reverse Mortgages, Loss Mitigation, Consumer Lending, Construction Loans, Real Estate Financing, Real Estate Economics, Jumbo Mortgage, Investments, Financial Structuring, Government Loans, First Time Home Buyers, Home Equity Loans, Investment Properties, Commercial Real Estate, Foreclosures, Real Estate, Funding, Real Estate Transactions, Portfolio Management, REO, Escrow, Residential Homes, Private Banking, Asset Management, Selling, Investors, VA Loans, FHA Financing, Sales
Education
Golden West College 1987 — 1998
Associate of Arts (AA), Finance
Loyola Marymount University 1989 — 1991
Bachelor's degree, Finance and Financial Management Services, 3.65
Nicko Garibay's Union Bank Experience October 2013 - Present
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Chase January 2012 - October 2013
Chase September 2010 - January 2012
Sacramento Metro Chamber May 2010 - August 2010
Skills
Customer Service, Banking, Retail Banking, Teaching, Employee Training, Research, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Windows, English, HTML, Human Resources, Process Scheduler, Notary, Leadership
Education
Culver-Stockton College 2009 — 2010
Bachelor's degree, Business Administration and Management, General, 3.5
Sierra College 2008 — 2009
Associate of Arts (AA), Business Administration and Management, General
Hawaii Pacific University 2006 — 2008
Business Administration and Management, General
Union Bank October 2013 - Present
Chase January 2012 - October 2013
Chase September 2010 - January 2012
Sacramento Metro Chamber May 2010 - August 2010
Skills
Customer Service, Banking, Retail Banking, Teaching, Employee Training, Research, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Windows, English, HTML, Human Resources, Process Scheduler, Notary, Leadership
Education
Culver-Stockton College 2009 — 2010
Bachelor's degree, Business Administration and Management, General, 3.5
Sierra College 2008 — 2009
Associate of Arts (AA), Business Administration and Management, General
Hawaii Pacific University 2006 — 2008
Business Administration and Management, General
Larry Tom Larry Tom's Union Bank Experience April 2014 - April 2014
Job Senior Solutions Consultant and Business Analyst
Industry Information Technology and Services
Experience
Intercept Pharmaceuticals July 2015 - Present
e-CloudSolutions January 2010 - Present
Illumina April 2015 - April 2015
BMT Scientific Marine Services, Inc, December 2014 - March 2015
GroundMetrics, Inc October 2014 - October 2014
Union Bank April 2014 - April 2014
LPL Financial April 2013 - March 2014
Edwards Lifesciences February 2013 - March 2013
Sempra Energy October 2012 - December 2012
Seal Software Group September 2011 - October 2012
Skills
SharePoint, Cloud Computing, Integration, Microsoft SQL Server, Windows Server, Microsoft Exchange, Enterprise Software, Access, Crystal Reports, SQL, Software Development, Software Documentation, Microsoft Office, Microsoft CRM, Office 365, Virtualization, InfoPath, SharePoint Designer, VMware, Business Process, Databases, Microsoft SharePoint, Data Migration, MySQL, Blackberry Enterprise..., QuickBooks Enterprise, Peachtree Quantum, Mobile Devices, XML, Network Security, C#, Mac OS X, Visual Basic, Visual C++, HTML 5, Powershell, Network Administration, Programming, Wireless Networking, HIPAA, Sarbanes-Oxley, ISO, Project Engineering, Technical Presentations, Customer Engagement, Troubleshooting, Training Delivery, Active Directory, Business Analysis, Project Management
Education
Harvey Mudd College
B.S., Engineering
Thomas Jefferson School of Law
J.D., Law
University of California, San Diego
Special Diploma, Executive Program for Scientists and Engineers
Intercept Pharmaceuticals July 2015 - Present
e-CloudSolutions January 2010 - Present
Illumina April 2015 - April 2015
BMT Scientific Marine Services, Inc, December 2014 - March 2015
GroundMetrics, Inc October 2014 - October 2014
Union Bank April 2014 - April 2014
LPL Financial April 2013 - March 2014
Edwards Lifesciences February 2013 - March 2013
Sempra Energy October 2012 - December 2012
Seal Software Group September 2011 - October 2012
Skills
SharePoint, Cloud Computing, Integration, Microsoft SQL Server, Windows Server, Microsoft Exchange, Enterprise Software, Access, Crystal Reports, SQL, Software Development, Software Documentation, Microsoft Office, Microsoft CRM, Office 365, Virtualization, InfoPath, SharePoint Designer, VMware, Business Process, Databases, Microsoft SharePoint, Data Migration, MySQL, Blackberry Enterprise..., QuickBooks Enterprise, Peachtree Quantum, Mobile Devices, XML, Network Security, C#, Mac OS X, Visual Basic, Visual C++, HTML 5, Powershell, Network Administration, Programming, Wireless Networking, HIPAA, Sarbanes-Oxley, ISO, Project Engineering, Technical Presentations, Customer Engagement, Troubleshooting, Training Delivery, Active Directory, Business Analysis, Project Management
Education
Harvey Mudd College
B.S., Engineering
Thomas Jefferson School of Law
J.D., Law
University of California, San Diego
Special Diploma, Executive Program for Scientists and Engineers
Patrick Bowen Patrick Bowen's Union Bank Experience July 2010 - Present
Job VP Valuation and Modeling Manager at Union Bank
Industry Financial Services
Experience
Union Bank July 2010 - Present
Kentdale Financial Solutions, LLC April 2008 - May 2011
BBC Financial Solutions October 2004 - March 2008
Tuttle Risk Management Services April 2003 - August 2007
Redwood Trust January 1997 - January 2003
Morgan Stanley Dean Witter January 1988 - January 1995
Skills
VBA, SQL, Bloomberg, Access, API, Financial Modeling, Portfolio Management, Structured Finance, Hedging, Fixed Income, Capital Markets, Residential Mortgages, Credit, Real Estate, Financial Risk, Finance
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
AB, Economics
Union Bank July 2010 - Present
Kentdale Financial Solutions, LLC April 2008 - May 2011
BBC Financial Solutions October 2004 - March 2008
Tuttle Risk Management Services April 2003 - August 2007
Redwood Trust January 1997 - January 2003
Morgan Stanley Dean Witter January 1988 - January 1995
Skills
VBA, SQL, Bloomberg, Access, API, Financial Modeling, Portfolio Management, Structured Finance, Hedging, Fixed Income, Capital Markets, Residential Mortgages, Credit, Real Estate, Financial Risk, Finance
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
AB, Economics
Flora Cheung Flora Cheung's Union Bank Experience February 2014 - March 2015
Job Financial and Accounting Professional
Industry Investment Management
Experience
The Garage Society March 2015 - Present
Union Bank February 2014 - March 2015
Allianz Asset Management 1999 - 2013
Montgomery Asset Management 1996 - 1998
Preview Travel (now Expedia) 1995 - 1996
Envision, division of UMAX 1994 - 1995
Novogradac & Company LLP 1991 - 1993
Skills
Accounting, Finance, Financial Modeling, Strategic Financial..., Financial Analysis, Investments, Asset Management, Business Analysis, Corporate Finance, Alternative Investments, Budgets and forecasting, Financial Accounting, Cost Accounting, Business Profitability, Fixed Assets, Partnership Taxation, Held Series 28 License, Cost Control, Real Estate Development, Hyperion Planning, Hyperion Essbase, SAP BI, SmartView Add on, Reorganisation, Partnership Accounting, Mutual Funds, Corporate FP&A, Financial Audits, GAAP technical research, Month End Close
Education
Golden Gate University
Bachelor of Science (BS), Accounting
Golden Gate University
Master of Science, Taxation
The Garage Society March 2015 - Present
Union Bank February 2014 - March 2015
Allianz Asset Management 1999 - 2013
Montgomery Asset Management 1996 - 1998
Preview Travel (now Expedia) 1995 - 1996
Envision, division of UMAX 1994 - 1995
Novogradac & Company LLP 1991 - 1993
Skills
Accounting, Finance, Financial Modeling, Strategic Financial..., Financial Analysis, Investments, Asset Management, Business Analysis, Corporate Finance, Alternative Investments, Budgets and forecasting, Financial Accounting, Cost Accounting, Business Profitability, Fixed Assets, Partnership Taxation, Held Series 28 License, Cost Control, Real Estate Development, Hyperion Planning, Hyperion Essbase, SAP BI, SmartView Add on, Reorganisation, Partnership Accounting, Mutual Funds, Corporate FP&A, Financial Audits, GAAP technical research, Month End Close
Education
Golden Gate University
Bachelor of Science (BS), Accounting
Golden Gate University
Master of Science, Taxation
Don Sabatini Don Sabatini's Union Bank Experience January 2004 - January 2006
Job Vice PresidentReal Estate Industries Division at Bank of the West
Industry Real Estate
Experience
Bank of the West June 2015 - Present
Bank of the West November 2013 - Present
Wells Fargo January 2008 - October 2012
Greater Bay Bank January 2006 - January 2008
Union Bank January 2004 - January 2006
Wells Fargo January 1997 - January 2004
Bank of America January 1992 - January 1997
Wells Fargo January 1990 - January 1992
SUMITOMO BANK January 1988 - January 1990
Skills
Construction, Credit, Affordable Housing, Underwriting, Commercial Real Estate, Real Estate, Due Diligence, Disposition, Real Estate Development, Portfolio Management, Commercial Banking, Financial Analysis, Management, Credit Risk, Risk Management, Commercial Lending
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Golden Gate University
Master of Business Administration (MBA), Real Estate
Bank of the West June 2015 - Present
Bank of the West November 2013 - Present
Wells Fargo January 2008 - October 2012
Greater Bay Bank January 2006 - January 2008
Union Bank January 2004 - January 2006
Wells Fargo January 1997 - January 2004
Bank of America January 1992 - January 1997
Wells Fargo January 1990 - January 1992
SUMITOMO BANK January 1988 - January 1990
Skills
Construction, Credit, Affordable Housing, Underwriting, Commercial Real Estate, Real Estate, Due Diligence, Disposition, Real Estate Development, Portfolio Management, Commercial Banking, Financial Analysis, Management, Credit Risk, Risk Management, Commercial Lending
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Golden Gate University
Master of Business Administration (MBA), Real Estate
Brad Saint-Laurent, RA, LEED Brad Saint-Laurent, RA, LEED's Union Bank Experience April 1988 - January 1991
Job Cladding Concepts International
Industry Construction
Experience
Cladding Concepts International July 2014 - Present
Park Cities Design Development March 2003 - December 2013
Wendover Housing Partners November 2001 - March 2003
Walt Disney Imagineering June 1996 - October 2001
Hodges and Associates July 1995 - May 1996
Graves & Associates Architecture January 1995 - July 1995
Union Bank April 1988 - January 1991
Paine Webber October 1986 - March 1988
United States Marine Corps October 1983 - October 1986
Skills
Building Information..., Multi-family Design &..., Multi-family, Construction Management, Real Estate Development, BIM, Construction, Project Management, SDLC, Mixed-use, Real Estate, Location Intelligence, Land Acquisition, Mergers & Acquisitions, Space planning, Land Development, Property Management, Feasibility Studies, Real Estate Financing, Valuation, Residential Homes, Real Estate Transactions, Disposition, Corporate Real Estate, Interior Design, Commercial Real Estate, Renovation, Apartments, Leases, Acquisitions, Budgets, Entitlements, Green Building, LEED, Facilities Management, Due Diligence, Interior Architecture, Zoning, Investment Properties, Property, Contract Negotiation, LEED AP, Site Planning, Comprehensive Planning, Financial Modeling, Brokerage, Asset Management, Land Use Planning, Negotiation, Architecture
Education
Harvard University 2010 — 2014
Masters of Liberal Arts, Management, Class of 2014
Harvard University Graduate School of Design 2011 — 2012
AMDP, Class of 2012
Texas Tech University 1991 — 1994
Masters of Architecture
The University of Texas at Austin 1981 — 1983
Bachelor of Science, Film
Cladding Concepts International July 2014 - Present
Park Cities Design Development March 2003 - December 2013
Wendover Housing Partners November 2001 - March 2003
Walt Disney Imagineering June 1996 - October 2001
Hodges and Associates July 1995 - May 1996
Graves & Associates Architecture January 1995 - July 1995
Union Bank April 1988 - January 1991
Paine Webber October 1986 - March 1988
United States Marine Corps October 1983 - October 1986
Skills
Building Information..., Multi-family Design &..., Multi-family, Construction Management, Real Estate Development, BIM, Construction, Project Management, SDLC, Mixed-use, Real Estate, Location Intelligence, Land Acquisition, Mergers & Acquisitions, Space planning, Land Development, Property Management, Feasibility Studies, Real Estate Financing, Valuation, Residential Homes, Real Estate Transactions, Disposition, Corporate Real Estate, Interior Design, Commercial Real Estate, Renovation, Apartments, Leases, Acquisitions, Budgets, Entitlements, Green Building, LEED, Facilities Management, Due Diligence, Interior Architecture, Zoning, Investment Properties, Property, Contract Negotiation, LEED AP, Site Planning, Comprehensive Planning, Financial Modeling, Brokerage, Asset Management, Land Use Planning, Negotiation, Architecture
Education
Harvard University 2010 — 2014
Masters of Liberal Arts, Management, Class of 2014
Harvard University Graduate School of Design 2011 — 2012
AMDP, Class of 2012
Texas Tech University 1991 — 1994
Masters of Architecture
The University of Texas at Austin 1981 — 1983
Bachelor of Science, Film
Lisa Yates Lisa Yates's Union Bank Experience 1986 - 1988
Job Philanthropy | Community and Economic Development | Community Affairs | Public Policy
Industry Program Development
Experience
Independent Consultant 1994 - Present
Surdna Foundation 1996 - 1999
Los Angeles Community Redevelopment Agency 1988 - 1994
Union Bank 1986 - 1988
Skills
Community Development, Nonprofits, Philanthropy, Grants, Strategic Planning, Economic Development, Program Management, Project Management, Leadership, Strategy, Community Outreach, Research, Volunteer Management, Community Engagement, Writing, Program Development, Grantmaking, Marketing, Social Impact, Collaborative..., Government, Community Building, Poverty Alleviation, Affordable Housing, Education, Corporate Responsibility, Civic Engagement, Collaborative Problem..., Early Childhood..., Public-private..., Venture Philanthropy, Workforce Development, Funding, Financial Analysis
Education
Harvard University Kennedy School of Government
Master of Public Administration
University of Illinois at Chicago
Master of Urban Planning and Public Policy
UCLA
Bachelor of Arts
Maret School
Independent Consultant 1994 - Present
Surdna Foundation 1996 - 1999
Los Angeles Community Redevelopment Agency 1988 - 1994
Union Bank 1986 - 1988
Skills
Community Development, Nonprofits, Philanthropy, Grants, Strategic Planning, Economic Development, Program Management, Project Management, Leadership, Strategy, Community Outreach, Research, Volunteer Management, Community Engagement, Writing, Program Development, Grantmaking, Marketing, Social Impact, Collaborative..., Government, Community Building, Poverty Alleviation, Affordable Housing, Education, Corporate Responsibility, Civic Engagement, Collaborative Problem..., Early Childhood..., Public-private..., Venture Philanthropy, Workforce Development, Funding, Financial Analysis
Education
Harvard University Kennedy School of Government
Master of Public Administration
University of Illinois at Chicago
Master of Urban Planning and Public Policy
UCLA
Bachelor of Arts
Maret School
Cristal Castro Cristal Castro's Union Bank Experience June 2006 - June 2013
Job Management, Human Resources, PHR Candidate
Industry Human Resources
Experience
Union Bank June 2006 - June 2013
UCLA Common Library Instructional Computing Commons (CLICC) Lab March 2007 - April 2009
Botana & Gomez Co., Inc. May 2002 - June 2006
LAC + USC Medical Center September 2001 - September 2003
Skills
Credit, Loans, Banking, Commercial Banking, Retail Banking, Small Business Lending, Cross Selling, Branch Banking, Consumer Lending, Leadership, Risk Management, Training, Customer Satisfaction, Management, Team Management, Customer Service
Education
Glendale Community College
Human Resources Certification Program, Human Resources Management
Los Angeles Trade Technical College
Fashion Design Certification Program, Fashion Design
University of California, Los Angeles
International Development Studies with Geography/Environmental Studies Minor
Union Bank June 2006 - June 2013
UCLA Common Library Instructional Computing Commons (CLICC) Lab March 2007 - April 2009
Botana & Gomez Co., Inc. May 2002 - June 2006
LAC + USC Medical Center September 2001 - September 2003
Skills
Credit, Loans, Banking, Commercial Banking, Retail Banking, Small Business Lending, Cross Selling, Branch Banking, Consumer Lending, Leadership, Risk Management, Training, Customer Satisfaction, Management, Team Management, Customer Service
Education
Glendale Community College
Human Resources Certification Program, Human Resources Management
Los Angeles Trade Technical College
Fashion Design Certification Program, Fashion Design
University of California, Los Angeles
International Development Studies with Geography/Environmental Studies Minor
Christopher (Chris) Nelle Christopher (Chris) Nelle's Union Bank Experience April 1999 - December 2014
Job Senior Vice President at Union Bank
Industry Banking
Experience
Home, Inc January 2015 - Present
Union Bank April 1999 - December 2014
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Financial Modeling, Strategic Financial..., Loans, Credit Analysis, Finance, Credit, Lines Of Credit, Cash Management
Education
Stanford University Graduate School of Business 1981 — 1983
Certificate Program: Credit & Financial Management
Golden Gate University 1975 — 1977
Master of Business Administration (MBA), Finance, General
UC Berkeley 1970 — 1974
BS-BusAdm, Finance
Home, Inc January 2015 - Present
Union Bank April 1999 - December 2014
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Financial Modeling, Strategic Financial..., Loans, Credit Analysis, Finance, Credit, Lines Of Credit, Cash Management
Education
Stanford University Graduate School of Business 1981 — 1983
Certificate Program: Credit & Financial Management
Golden Gate University 1975 — 1977
Master of Business Administration (MBA), Finance, General
UC Berkeley 1970 — 1974
BS-BusAdm, Finance
Apryl Desierto's Union Bank Experience November 2009 - October 2011
Job Green Tree Servicing
Industry Financial Services
Experience
HBLA Certified Public Accountants October 2011 - September 2012
Union Bank November 2009 - October 2011
U.S. Bank March 2006 - November 2009
MAC Cosmetics January 2001 - January 2006
Skills
Laserfiche, CCH ProSystem fx, Profx, Microsoft Excel, Microsoft Word, camico Engagement..., Leapfile, Sales, Time Management, Training
Education
Golden West College
HBLA Certified Public Accountants October 2011 - September 2012
Union Bank November 2009 - October 2011
U.S. Bank March 2006 - November 2009
MAC Cosmetics January 2001 - January 2006
Skills
Laserfiche, CCH ProSystem fx, Profx, Microsoft Excel, Microsoft Word, camico Engagement..., Leapfile, Sales, Time Management, Training
Education
Golden West College
George A. Ramirez George A. Ramirez's Union Bank Experience March 2012 - Present
Job Executive Vice President and Chief Diversity Executive at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
Union Bank 2010 - 2012
Union Bank 2008 - 2010
Union Bank 2000 - 2008
Union Bank 1997 - 2000
Skills
Talent Management, Diversity & Inclusion, Finance, Banking, Cash Management, Talent Acquisition, Executive Management, Credit, Strategy, Leadership, Financial Services, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Strategic Planning, Financial Analysis, Loans, Relationship Management, Commercial Banking, Risk Management, Portfolio Management, Treasury Management, Investments, Mergers & Acquisitions, Diversity & Inclusion..., Business Development, Diversity Program..., Consumer Lending
Education
Grossmont College
San Diego State University-California State University
Stanford University
Strategy and Organization Executive Development Program
University of Washington
Pacific Coast Executive Banking School
Union Bank March 2012 - Present
Union Bank 2010 - 2012
Union Bank 2008 - 2010
Union Bank 2000 - 2008
Union Bank 1997 - 2000
Skills
Talent Management, Diversity & Inclusion, Finance, Banking, Cash Management, Talent Acquisition, Executive Management, Credit, Strategy, Leadership, Financial Services, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Strategic Planning, Financial Analysis, Loans, Relationship Management, Commercial Banking, Risk Management, Portfolio Management, Treasury Management, Investments, Mergers & Acquisitions, Diversity & Inclusion..., Business Development, Diversity Program..., Consumer Lending
Education
Grossmont College
San Diego State University-California State University
Stanford University
Strategy and Organization Executive Development Program
University of Washington
Pacific Coast Executive Banking School
Carolyn Jorgensen Carolyn Jorgensen's Union Bank Experience September 2012 - December 2012
Job Business Systems Analyst
Industry Information Technology and Services
Experience
American AgCredit February 2014 - Present
Micro Touch Consulting March 2007 - 2014
Autodesk June 2013 - September 2013
Union Bank September 2012 - December 2012
Wells Fargo March 2012 - May 2012
External Resources, Inc. January 2012 - February 2012
Wells Fargo June 2011 - December 2011
Gap Inc./Gap Inc. Direct November 2010 - April 2011
Gap Inc./Gap Inc. Direct July 2010 - September 2010
Santa Rosa City Schools March 2010 - May 2010
Skills
Excel, VBA, Data Warehousing, Access, PowerPoint, Forecasting, Pivot Tables, SQL, Analysis, Business Analysis, Photo Editing, Databases, Data Analysis, HTML, Polypaths, Microsoft Excel, Testing, Integration, Agile Methodologies, Project Management, Business Intelligence
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Business Administration
Golden Gate University
MBA, Business Administration
American AgCredit February 2014 - Present
Micro Touch Consulting March 2007 - 2014
Autodesk June 2013 - September 2013
Union Bank September 2012 - December 2012
Wells Fargo March 2012 - May 2012
External Resources, Inc. January 2012 - February 2012
Wells Fargo June 2011 - December 2011
Gap Inc./Gap Inc. Direct November 2010 - April 2011
Gap Inc./Gap Inc. Direct July 2010 - September 2010
Santa Rosa City Schools March 2010 - May 2010
Skills
Excel, VBA, Data Warehousing, Access, PowerPoint, Forecasting, Pivot Tables, SQL, Analysis, Business Analysis, Photo Editing, Databases, Data Analysis, HTML, Polypaths, Microsoft Excel, Testing, Integration, Agile Methodologies, Project Management, Business Intelligence
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Business Administration
Golden Gate University
MBA, Business Administration
Staci Brown, MSHRM Staci Brown, MSHRM's Union Bank Experience September 2005 - February 2012
Job Senior Personnel Analyst at BART
Industry Human Resources
Experience
BART September 2013 - Present
Golden Gate Bridge, Highway and Transportation District April 2012 - September 2013
Union Bank September 2005 - February 2012
Union Bank June 2004 - September 2005
Union Bank September 2000 - June 2004
Wild Oats Markets December 1997 - March 1999
Skills
Crystal Reports, End User Training, Employee Benefits, Vendor Management, Problem Analysis, Process Improvement, New Hire Orientations, Union Labor, Benefits Administration, PeopleSoft, Human Resources, HIPAA, Open Enrollment, Customer Service, Organizational..., Data Analysis, Recruiting, Microsoft Office, COBRA, HRIS, Lawson, COBRA Administration, Database Analysis, Project Management, User Acceptance Testing, Internal Communications, End User Support, IFAS, Employee Training
Education
UC Berkeley Extension 2011 — 2013
Certificate, Project Management
Golden Gate University 1999 — 2000
MS, Human Resource Management
University of California, Irvine 1992 — 1996
BA, Psychology and Social Behavior
BART September 2013 - Present
Golden Gate Bridge, Highway and Transportation District April 2012 - September 2013
Union Bank September 2005 - February 2012
Union Bank June 2004 - September 2005
Union Bank September 2000 - June 2004
Wild Oats Markets December 1997 - March 1999
Skills
Crystal Reports, End User Training, Employee Benefits, Vendor Management, Problem Analysis, Process Improvement, New Hire Orientations, Union Labor, Benefits Administration, PeopleSoft, Human Resources, HIPAA, Open Enrollment, Customer Service, Organizational..., Data Analysis, Recruiting, Microsoft Office, COBRA, HRIS, Lawson, COBRA Administration, Database Analysis, Project Management, User Acceptance Testing, Internal Communications, End User Support, IFAS, Employee Training
Education
UC Berkeley Extension 2011 — 2013
Certificate, Project Management
Golden Gate University 1999 — 2000
MS, Human Resource Management
University of California, Irvine 1992 — 1996
BA, Psychology and Social Behavior
James Poteracke James Poteracke's Union Bank Experience October 2013 - September 2014
Job VP, Internal Audit at PennyMac Loan Services, LLC
Industry Accounting
Experience
PennyMac Loan Services, LLC September 2014 - Present
Union Bank October 2013 - September 2014
Princess Cruises February 2013 - September 2013
Clipper Windpower 2007 - 2012
Countrywide Bank 2005 - 2007
BDO USA, LLP 2004 - 2005
FedEx Kinko's 1999 - 2004
SAGE Publications 1996 - 1999
Lockheed Martin 1989 - 1996
Skills
SOX, Internal Audit, Financial Reporting, Risk Assessment, Internal Controls, Auditing, Financial Analysis, Due Diligence, Manufacturing, Accounts Receivable, Process Improvement, SAP, Excel, Process Engineering, Certified Internal..., Accounts Payable, Financial Accounting, Enterprise Risk..., Audit Committee, IT Audit, Accounting, Microsoft Excel, Sarbanes-Oxley Act, TeamMate, Analysis, Account Reconciliation, Finance, Sarbanes-Oxley, Budgets, Risk Management, Management, Financial Audits
Education
Golden Gate University 1983 — 1986
MBA, Finance
Sonoma State University
BA, English and Business Management
PennyMac Loan Services, LLC September 2014 - Present
Union Bank October 2013 - September 2014
Princess Cruises February 2013 - September 2013
Clipper Windpower 2007 - 2012
Countrywide Bank 2005 - 2007
BDO USA, LLP 2004 - 2005
FedEx Kinko's 1999 - 2004
SAGE Publications 1996 - 1999
Lockheed Martin 1989 - 1996
Skills
SOX, Internal Audit, Financial Reporting, Risk Assessment, Internal Controls, Auditing, Financial Analysis, Due Diligence, Manufacturing, Accounts Receivable, Process Improvement, SAP, Excel, Process Engineering, Certified Internal..., Accounts Payable, Financial Accounting, Enterprise Risk..., Audit Committee, IT Audit, Accounting, Microsoft Excel, Sarbanes-Oxley Act, TeamMate, Analysis, Account Reconciliation, Finance, Sarbanes-Oxley, Budgets, Risk Management, Management, Financial Audits
Education
Golden Gate University 1983 — 1986
MBA, Finance
Sonoma State University
BA, English and Business Management
Justin Baldwin Justin Baldwin's Union Bank Experience 1973 - 1985
Job Proprietor at JUSTIN Winery
Industry Farming
Experience
JUSTIN Winery Founder JUSTIN Vineyards & WineryParamount Farming Company1981 - Present
Roll Law Group PC 1981 - Present
FIJI Water/Justin Wine/Landmark Wine 1981 - Present
Union Bank 1973 - 1985
Merrill Lynch 1970 - 1973
Skills
Chartered Financial..., Alcoholic Beverages, Vineyard, Wine Tasting, Food, Social Media Marketing, Wineries, Food & Beverage, Hospitality, Winemaking, Wine, Brand Development, Financial Modeling, Budgets, Portfolio Management, Beer, Food Pairing, Viticulture, Beverage Industry, Valuation, Restaurants, Private Equity, Event Management
Education
Stanford Graduate School of Business 1978 — 1979
Golden Gate University 1973 — 1975
MBA, Finance
San Jose State University 1964 — 1969
BS, Bio Science
JUSTIN Winery Founder JUSTIN Vineyards & WineryParamount Farming Company1981 - Present
Roll Law Group PC 1981 - Present
FIJI Water/Justin Wine/Landmark Wine 1981 - Present
Union Bank 1973 - 1985
Merrill Lynch 1970 - 1973
Skills
Chartered Financial..., Alcoholic Beverages, Vineyard, Wine Tasting, Food, Social Media Marketing, Wineries, Food & Beverage, Hospitality, Winemaking, Wine, Brand Development, Financial Modeling, Budgets, Portfolio Management, Beer, Food Pairing, Viticulture, Beverage Industry, Valuation, Restaurants, Private Equity, Event Management
Education
Stanford Graduate School of Business 1978 — 1979
Golden Gate University 1973 — 1975
MBA, Finance
San Jose State University 1964 — 1969
BS, Bio Science
Jeff Stein, CFP®, CLU®, ChFC® Jeff Stein, CFP®, CLU®, ChFC®'s Union Bank Experience January 2013 - Present
Job Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank January 2013 - Present
Wells Fargo Bank September 2008 - December 2012
SunTrust Bank February 2004 - November 2007
SunTrust Bank September 2002 - February 2004
Financial Profiles, Inc. February 2001 - September 2002
Comprehensive Financial Group February 1998 - February 2001
Merrill Lynch November 1996 - January 1998
Skills
Financial Advisory, Series 7, Investments, FINRA, Series 63, Certified Financial..., Wealth Management..., Finance, Retirement Planning, Banking, Individual Life, Strategic Financial..., Wealth Management, Chartered Life..., Chartered Financial..., FINRA Series 7, FINRA Series 63, FINRA Series 65, Licensed Life Insurance..., High Net Worth..., Wealth
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Arts, Economics
Grossmont College
Associate Arts Degree, General Education
Union Bank January 2013 - Present
Wells Fargo Bank September 2008 - December 2012
SunTrust Bank February 2004 - November 2007
SunTrust Bank September 2002 - February 2004
Financial Profiles, Inc. February 2001 - September 2002
Comprehensive Financial Group February 1998 - February 2001
Merrill Lynch November 1996 - January 1998
Skills
Financial Advisory, Series 7, Investments, FINRA, Series 63, Certified Financial..., Wealth Management..., Finance, Retirement Planning, Banking, Individual Life, Strategic Financial..., Wealth Management, Chartered Life..., Chartered Financial..., FINRA Series 7, FINRA Series 63, FINRA Series 65, Licensed Life Insurance..., High Net Worth..., Wealth
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Arts, Economics
Grossmont College
Associate Arts Degree, General Education
John S. Sanders II John S. Sanders II's Union Bank Experience May 2014 - Present
Job Commercial Portfolio Underwriting Intern at Union Bank
Industry Commercial Real Estate
Experience
Union Bank May 2014 - Present
Three Village Lacrosse June 2011 - August 2012
Shea & Sanders Real Estate January 2011 - August 2011
Skills
Microsoft Excel, SNL, Portfolio Management, Commercial Real Estate, Economics, PowerPoint, Microsoft Office, Microsoft Word, Sales, Event Planning, Customer Service
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Union Bank May 2014 - Present
Three Village Lacrosse June 2011 - August 2012
Shea & Sanders Real Estate January 2011 - August 2011
Skills
Microsoft Excel, SNL, Portfolio Management, Commercial Real Estate, Economics, PowerPoint, Microsoft Office, Microsoft Word, Sales, Event Planning, Customer Service
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Chris Kern Chris Kern's Union Bank Experience September 2010 - August 2013
Job VPRelationship Manager at PNC
Industry Banking
Experience
PNC-Corporate & Institutional Banking Group February 2014 - Present
Union Bank September 2010 - August 2013
Union Bank March 2010 - September 2010
Union Bank April 2005 - March 2010
Skills
Building High..., Integration Management, Change Leadership, Change Management, Banking, Integration, Leadership, High Performance Teams, Commercial Banking, Loans, Commercial Mortgages, Treasury Management, Small Business Lending, Process Improvement, Asset Based Lending, Credit Analysis, Credit, Lines Of Credit, Consumer Lending, Financial Analysis, Risk Management, Portfolio Management, Commercial Lending, SBA, Retail Banking, Loan Origination, Cash Management, Bank Secrecy Act, Branch Banking, Deposits, Mortgage Lending, Financial Risk, Mergers & Acquisitions, Financial Services, Cross Selling, Strategy, Executive Management, Branch Management, Investments, Credit Risk, Relationship Management, Finance, Mortgage Banking, Management, Private Banking, Underwriting, Credit Cards, Internet Banking, AML, Refinance
Education
Leadership Huntsville/Madison County 2014 — 2014
Focus Class 30
Union Bank Executive Leadership Program 2010 — 2011
Successful completion of PDI Ninth House Leadership Course
Pacific Coast Banking School 2008 — 2010
LEAD San Diego 2007 — 2008
Successful Completion of Regional Leadership, Education, Action, and Development program
San Diego State University-California State University 1999 — 2001
Coursework in Business Finance and Economics
Grossmont College 1997 — 1998
Associate's Degree, General
PNC-Corporate & Institutional Banking Group February 2014 - Present
Union Bank September 2010 - August 2013
Union Bank March 2010 - September 2010
Union Bank April 2005 - March 2010
Skills
Building High..., Integration Management, Change Leadership, Change Management, Banking, Integration, Leadership, High Performance Teams, Commercial Banking, Loans, Commercial Mortgages, Treasury Management, Small Business Lending, Process Improvement, Asset Based Lending, Credit Analysis, Credit, Lines Of Credit, Consumer Lending, Financial Analysis, Risk Management, Portfolio Management, Commercial Lending, SBA, Retail Banking, Loan Origination, Cash Management, Bank Secrecy Act, Branch Banking, Deposits, Mortgage Lending, Financial Risk, Mergers & Acquisitions, Financial Services, Cross Selling, Strategy, Executive Management, Branch Management, Investments, Credit Risk, Relationship Management, Finance, Mortgage Banking, Management, Private Banking, Underwriting, Credit Cards, Internet Banking, AML, Refinance
Education
Leadership Huntsville/Madison County 2014 — 2014
Focus Class 30
Union Bank Executive Leadership Program 2010 — 2011
Successful completion of PDI Ninth House Leadership Course
Pacific Coast Banking School 2008 — 2010
LEAD San Diego 2007 — 2008
Successful Completion of Regional Leadership, Education, Action, and Development program
San Diego State University-California State University 1999 — 2001
Coursework in Business Finance and Economics
Grossmont College 1997 — 1998
Associate's Degree, General
Roxanne Solis Roxanne Solis's Union Bank Experience February 2013 - Present
Job Senior Relationship Banking Officer
Industry Financial Services
Experience
Union Bank February 2013 - Present
Wells Fargo Bank August 2011 - March 2013
Wells Fargo August 2004 - December 2011
Wells Fargo April 2002 - August 2004
Skills
Computer Skills Word, PowerPoint, Microsoft Excel, Customer Service, Staff Management..., Accurate Record Keeping, Merchandise Planning, Product Ordering, Organizational..., Coaching Staff, Administrative..., Multitasking Skills, Accounting, Recruiting, Project Development, Relationship Mgmt, MS Outlook, Conference Support, Sales Motivator, Conducting Interviews, Branch Banking
Education
CSU Northridge 2004 — 2006
Non-graduate/Transfer, Business, Management, Marketing, and Related Support Services
Hartnell College 2002 — 2004
Associate of Arts (AA), General Studies
Union Bank February 2013 - Present
Wells Fargo Bank August 2011 - March 2013
Wells Fargo August 2004 - December 2011
Wells Fargo April 2002 - August 2004
Skills
Computer Skills Word, PowerPoint, Microsoft Excel, Customer Service, Staff Management..., Accurate Record Keeping, Merchandise Planning, Product Ordering, Organizational..., Coaching Staff, Administrative..., Multitasking Skills, Accounting, Recruiting, Project Development, Relationship Mgmt, MS Outlook, Conference Support, Sales Motivator, Conducting Interviews, Branch Banking
Education
CSU Northridge 2004 — 2006
Non-graduate/Transfer, Business, Management, Marketing, and Related Support Services
Hartnell College 2002 — 2004
Associate of Arts (AA), General Studies
Jill Crofford Jill Crofford's Union Bank Experience January 1991 - January 1993
Job Personal Banker, California Republic Bank
Industry Banking
Experience
California Republic Bank November 2012 - Present
Junior Achievement of Southern California March 2013 - Present
J.P. Morgan Chase & Co August 2010 - November 2012
Spectum Bank August 2003 - May 2010
Professional Business Bank August 2003 - May 2010
Spectrum Bank April 1998 - November 2000
Huntington National Bank/First Bank & Trust January 1993 - April 1998
Union Bank January 1991 - January 1993
Skills
Banking, Deposits, Customer Service, Training, Sales, Payments, Management, Branch Banking, Auditing, Coaching, Cash Management, Recruiting, Cash Flow, Sales Management, Retail Banking, Branch Management, Cash, Teller Operations, AML, Bank Secrecy Act, Internet Banking, Banking Relationships, Operational Risk, Financial Transactions, Merchant Services, Risk Management, Debit Cards, OFAC, Foreign Exchange, Operational Risk..., Personal Banking, Loans, Commercial Lending, Consumer Lending, Treasury Management, Credit, Finance, Commercial Banking, Financial Risk, Small Business Lending
Education
Notary Public 1996 — 2013
Marina High School 1986 — 1990
High School Diploma, General Studies
Golden West College
California Republic Bank November 2012 - Present
Junior Achievement of Southern California March 2013 - Present
J.P. Morgan Chase & Co August 2010 - November 2012
Spectum Bank August 2003 - May 2010
Professional Business Bank August 2003 - May 2010
Spectrum Bank April 1998 - November 2000
Huntington National Bank/First Bank & Trust January 1993 - April 1998
Union Bank January 1991 - January 1993
Skills
Banking, Deposits, Customer Service, Training, Sales, Payments, Management, Branch Banking, Auditing, Coaching, Cash Management, Recruiting, Cash Flow, Sales Management, Retail Banking, Branch Management, Cash, Teller Operations, AML, Bank Secrecy Act, Internet Banking, Banking Relationships, Operational Risk, Financial Transactions, Merchant Services, Risk Management, Debit Cards, OFAC, Foreign Exchange, Operational Risk..., Personal Banking, Loans, Commercial Lending, Consumer Lending, Treasury Management, Credit, Finance, Commercial Banking, Financial Risk, Small Business Lending
Education
Notary Public 1996 — 2013
Marina High School 1986 — 1990
High School Diploma, General Studies
Golden West College
Andy Sun Andy Sun's Union Bank Experience July 2010 - Present
Job Quantitative Manager, VP at Union Bank
Industry Banking
Experience
Union Bank July 2010 - Present
Union Bank February 2008 - June 2010
SunTrust Bank July 2007 - February 2008
SunTrust Bank November 2005 - June 2007
Skills
Market Risk, Financial Risk, Statistical Modeling, Risk Management, Derivatives, Banking, Securitization, Financial Risk..., Quantitative Finance, Fixed Income, Financial Modeling, Quantitative Analytics
Education
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2005
MS
Georgia Institute of Technology 2000 — 2002
MS
Tsinghua University 1993 — 1998
BA
Union Bank July 2010 - Present
Union Bank February 2008 - June 2010
SunTrust Bank July 2007 - February 2008
SunTrust Bank November 2005 - June 2007
Skills
Market Risk, Financial Risk, Statistical Modeling, Risk Management, Derivatives, Banking, Securitization, Financial Risk..., Quantitative Finance, Fixed Income, Financial Modeling, Quantitative Analytics
Education
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2005
MS
Georgia Institute of Technology 2000 — 2002
MS
Tsinghua University 1993 — 1998
BA
Carol Ostashay Carol Ostashay's Union Bank Experience October 1988 - October 1990
Job Graphic Design Professional
Industry Graphic Design
Experience
Self Employed - Graphics by Carol 1989 - Present
Gallery Eleven-Seven 2003 - 2007
Union Bank October 1988 - October 1990
Skills
Photoshop Specialist, Adobe Creative Suite, Microsoft Office, Graphic Illustrations, Design Drawings, Graphic Arts, Computer Graphics Design, Project Management, Exceptional People..., Outstanding..., Vector Illustration
Education
San Diego State University-California State University 1988 — 1989
Graphic Design
Grossmont College 1985 — 1987
Associate of Arts (AA), Fine/Studio Arts, General
Self Employed - Graphics by Carol 1989 - Present
Gallery Eleven-Seven 2003 - 2007
Union Bank October 1988 - October 1990
Skills
Photoshop Specialist, Adobe Creative Suite, Microsoft Office, Graphic Illustrations, Design Drawings, Graphic Arts, Computer Graphics Design, Project Management, Exceptional People..., Outstanding..., Vector Illustration
Education
San Diego State University-California State University 1988 — 1989
Graphic Design
Grossmont College 1985 — 1987
Associate of Arts (AA), Fine/Studio Arts, General
Michael Pilkington Michael Pilkington's Union Bank Experience February 2002 - January 2012
Job Relocation Technician (OnCall) at Murphy, McKay & Associates
Industry Banking
Experience
Murphy, McKay & Associates October 2012 - Present
Union Bank February 2002 - January 2012
Skills
Playstation, Cisco Networking, Linux, SQL, Windows 7, Windows Vista, Windows XP Pro, Windows Server, Microsoft Office, Computer Hardware, Data Entry, Help Desk Support, Data Center, Routers, Switches, Time Management, Windows XP, Troubleshooting, Customer Service, Networking, PowerPoint, Hardware
Education
Heald College
Heald College
Associates in Applied Science Degree, Network Systems Administration
Murphy, McKay & Associates October 2012 - Present
Union Bank February 2002 - January 2012
Skills
Playstation, Cisco Networking, Linux, SQL, Windows 7, Windows Vista, Windows XP Pro, Windows Server, Microsoft Office, Computer Hardware, Data Entry, Help Desk Support, Data Center, Routers, Switches, Time Management, Windows XP, Troubleshooting, Customer Service, Networking, PowerPoint, Hardware
Education
Heald College
Heald College
Associates in Applied Science Degree, Network Systems Administration
Robert Falla's Union Bank Experience March 1999 - May 1999
Job Database Administrator at Guide Dogs for the Blind
Industry Nonprofit Organization Management
Experience
Guide Dogs for the Blind May 1999 - Present
Union Bank March 1999 - May 1999
Wells Fargo September 1997 - March 1999
Skills
Windows Server, Microsoft SQL Server, Access, Databases, VB.NET, Visio, .NET, T-SQL, SharePoint, HTML, XP, ASP.NET, Active Directory, C#, SQL, JavaScript, Database Administration, CSS, Leadership, Customer Service, Management, Public Speaking, Nonprofits
Education
Golden Gate University 1994 — 1996
Bachelor of Science in Business, International Business/Trade/Commerce
Marin Catholic High School
Guide Dogs for the Blind May 1999 - Present
Union Bank March 1999 - May 1999
Wells Fargo September 1997 - March 1999
Skills
Windows Server, Microsoft SQL Server, Access, Databases, VB.NET, Visio, .NET, T-SQL, SharePoint, HTML, XP, ASP.NET, Active Directory, C#, SQL, JavaScript, Database Administration, CSS, Leadership, Customer Service, Management, Public Speaking, Nonprofits
Education
Golden Gate University 1994 — 1996
Bachelor of Science in Business, International Business/Trade/Commerce
Marin Catholic High School
Catherine Cary Catherine Cary's Union Bank Experience July 2014 - Present
Job Vendor Risk Analyst at Union Bank
Industry Law Practice
Experience
Union Bank July 2014 - Present
Cary Law Center, PC December 2008 - Present
Golden Gate University, University Advancement Office March 2011 - October 2014
Robert Half Legal March 2013 - June 2014
Evolve Discovery February 2013 - February 2013
Law Offices of Carla J. Caratto September 2012 - September 2012
Law Offices of Carla J. Caratto February 2012 - March 2012
Sutton Law Center, PC August 2004 - December 2008
Washoe Legal Services 2002 - 2004
Honorable James W. Hardesty, Second Judicial District Court of Washoe County July 2001 - September 2001
Skills
Mediation, Family Law, Arbitration, International Law, Dispute Resolution, Entertainment, Civil Litigation, Screenwriting, Entrepreneurship, Published Author, Litigation, Intellectual Property, Document Review, Trusts, Trademarks, Legal Issues
Education
Golden Gate University, School of Law 2009 — 2014
Scientiae Juridicae Doctor, International Commercial Arbitration and Mediation
Golden Gate University, School of Law
LL.M., International Legal Studies
Thomas M. Cooley Law School
JD, Concentration in International Law
University of Nevada-Reno
Bachelor of Arts, Major Speech Communications and Minor Theater
Union Bank July 2014 - Present
Cary Law Center, PC December 2008 - Present
Golden Gate University, University Advancement Office March 2011 - October 2014
Robert Half Legal March 2013 - June 2014
Evolve Discovery February 2013 - February 2013
Law Offices of Carla J. Caratto September 2012 - September 2012
Law Offices of Carla J. Caratto February 2012 - March 2012
Sutton Law Center, PC August 2004 - December 2008
Washoe Legal Services 2002 - 2004
Honorable James W. Hardesty, Second Judicial District Court of Washoe County July 2001 - September 2001
Skills
Mediation, Family Law, Arbitration, International Law, Dispute Resolution, Entertainment, Civil Litigation, Screenwriting, Entrepreneurship, Published Author, Litigation, Intellectual Property, Document Review, Trusts, Trademarks, Legal Issues
Education
Golden Gate University, School of Law 2009 — 2014
Scientiae Juridicae Doctor, International Commercial Arbitration and Mediation
Golden Gate University, School of Law
LL.M., International Legal Studies
Thomas M. Cooley Law School
JD, Concentration in International Law
University of Nevada-Reno
Bachelor of Arts, Major Speech Communications and Minor Theater
Wendy Erickson Wendy Erickson's Union Bank Experience May 2014 - Present
Job CB Support Services
Industry Banking
Experience
Union Bank May 2014 - Present
Skills
Retail Banking, Risk Management, Loans, Credit Risk, Commercial Banking, Banking, Commercial Lending, Financial Risk, Financial Analysis, Credit, Credit Analysis, Mortgage Lending, Portfolio Management
Education
Grossmont College
Union Bank May 2014 - Present
Skills
Retail Banking, Risk Management, Loans, Credit Risk, Commercial Banking, Banking, Commercial Lending, Financial Risk, Financial Analysis, Credit, Credit Analysis, Mortgage Lending, Portfolio Management
Education
Grossmont College
Marcia Dougherty Marcia Dougherty's Union Bank Experience 1993 - 1993
Job Processor
Industry Real Estate
Experience
Evolve Bank and Trust September 2013 - January 2015
Union Home Mortgage Co. February 2013 - August 2013
First Place Bank September 2012 - February 2013
Benchmark Mortgage September 2011 - August 2012
Fifth Third Bank May 2004 - September 2011
Union Bank 1993 - 1993
Skills
Mortgage Lending, First Time Home Buyers, Construction Loans, Investment Properties, Government Loans, Mortgage Underwriting, Credit, Underwriting, Residential Homes, Real Estate Transactions, Customer Service, Condos, Microsoft Excel, Outlook, Rates, Credit Analysis
Education
Grand Rapids Community College 1992 — 1994
Business Administration and Management, General
Caledonia HIgh School 1989 — 1992
Evolve Bank and Trust September 2013 - January 2015
Union Home Mortgage Co. February 2013 - August 2013
First Place Bank September 2012 - February 2013
Benchmark Mortgage September 2011 - August 2012
Fifth Third Bank May 2004 - September 2011
Union Bank 1993 - 1993
Skills
Mortgage Lending, First Time Home Buyers, Construction Loans, Investment Properties, Government Loans, Mortgage Underwriting, Credit, Underwriting, Residential Homes, Real Estate Transactions, Customer Service, Condos, Microsoft Excel, Outlook, Rates, Credit Analysis
Education
Grand Rapids Community College 1992 — 1994
Business Administration and Management, General
Caledonia HIgh School 1989 — 1992
Cassius Conway Cassius Conway's Union Bank Experience July 2007 - March 2013
Job Security Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
Corey Bailey Corey Bailey's Union Bank Experience April 1994 - October 1997
Job Vice President, Commercial Lending
Industry Financial Services
Experience
Commercial Bank April 1998 - Present
Union Bank April 1994 - October 1997
Skills
Cash Management, Credit Cards, Mutual Funds, Treasury Management, Wealth Management, Investment Strategies, Public Speaking, Portfolio Management, Mortgage Lending, Leadership Development, Leadership, Financial Analysis, Credit Risk, Credit Analysis, Commercial Banking, Banking
Education
Great Lakes Christian College 1987 — 1992
Bachelor's degree, Bible Theology
Davenport College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Commercial Bank April 1998 - Present
Union Bank April 1994 - October 1997
Skills
Cash Management, Credit Cards, Mutual Funds, Treasury Management, Wealth Management, Investment Strategies, Public Speaking, Portfolio Management, Mortgage Lending, Leadership Development, Leadership, Financial Analysis, Credit Risk, Credit Analysis, Commercial Banking, Banking
Education
Great Lakes Christian College 1987 — 1992
Bachelor's degree, Bible Theology
Davenport College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Andrew Rasanen Andrew Rasanen's Union Bank Experience November 2001 - November 2010
Job Director
Industry Financial Services
Experience
MUFG December 2010 - Present
MUFG November 2001 - Present
Union Bank November 2001 - November 2010
Bank of America 1996 - 2001
Harvard Divinity School 1986 - 1993
Skills
Editing, Corporate Communications, Nonprofits, Corporate Social..., Strategic Communications, Strategy, Marketing Communications, Newsletters, Public Relations, Management, Training, Public Policy, International Relations, Creative Writing, Internal Communications, Crisis Communications, Copy Editing, Speech Writing, Media Relations, Publications, Journalism
Education
Harvard University 1986 — 1989
A.L.M., Classical Greek Art and Archaeology
Rhode Island School of Design
Certificate, Archaeological Surveying and Illustration
Syracuse University
Bachelor's, English Literature
MUFG December 2010 - Present
MUFG November 2001 - Present
Union Bank November 2001 - November 2010
Bank of America 1996 - 2001
Harvard Divinity School 1986 - 1993
Skills
Editing, Corporate Communications, Nonprofits, Corporate Social..., Strategic Communications, Strategy, Marketing Communications, Newsletters, Public Relations, Management, Training, Public Policy, International Relations, Creative Writing, Internal Communications, Crisis Communications, Copy Editing, Speech Writing, Media Relations, Publications, Journalism
Education
Harvard University 1986 — 1989
A.L.M., Classical Greek Art and Archaeology
Rhode Island School of Design
Certificate, Archaeological Surveying and Illustration
Syracuse University
Bachelor's, English Literature
ROLAND OCHOA ROLAND OCHOA's Union Bank Experience March 2009 - June 2010
Job Call Center Lead at ZotecMMP
Industry Consumer Services
Experience
Zotec-MMP December 2013 - Present
United Health Group; Optum RX January 2012 - February 2013
United Health Group; Optum Rx October 2010 - January 2012
Union Bank March 2009 - June 2010
The Home Depot April 2006 - January 2009
Universal Alloy Corporation June 2003 - April 2006
Skills
Bilingual-Spanish, Able To Multi-task, Fast Learner, Customer Service, Word, Microsoft Office, Outlook, Teamwork, Compliance, Supervisory Skills, Administration, Documentation, Windows, Call Center, Retail, Pricing, Customer Satisfaction, Data Entry, Microsoft Word, System Administration, Quality Assurance, Software Documentation, Budgets, Call Centers, Process Improvement, Insurance, Management, Team Building, Leadership, Training, Team Leadership, Strategic Planning
Education
Golden West College 2013 — 2016
TBD, Business Management
Katella High School 1997 — 2001
Diploma
Zotec-MMP December 2013 - Present
United Health Group; Optum RX January 2012 - February 2013
United Health Group; Optum Rx October 2010 - January 2012
Union Bank March 2009 - June 2010
The Home Depot April 2006 - January 2009
Universal Alloy Corporation June 2003 - April 2006
Skills
Bilingual-Spanish, Able To Multi-task, Fast Learner, Customer Service, Word, Microsoft Office, Outlook, Teamwork, Compliance, Supervisory Skills, Administration, Documentation, Windows, Call Center, Retail, Pricing, Customer Satisfaction, Data Entry, Microsoft Word, System Administration, Quality Assurance, Software Documentation, Budgets, Call Centers, Process Improvement, Insurance, Management, Team Building, Leadership, Training, Team Leadership, Strategic Planning
Education
Golden West College 2013 — 2016
TBD, Business Management
Katella High School 1997 — 2001
Diploma
Ragnesh Jadav Ragnesh Jadav's Union Bank Experience October 2011 - Present
Job Software Engineer at Union Bank
Industry Information Technology and Services
Experience
Union Bank October 2011 - Present
Wipro Technologies March 2010 - September 2011
Johnson & Johnson 2010 - 2011
Blue Shield of California August 2009 - March 2010
Symentec Corp. January 2009 - July 2009
Softpath System LLC February 2008 - December 2008
Skills
Data Warehousing, Business Intelligence, Data Analysis, Integration, Informatica, ETL, Erwin, Dimensional Modeling, Teradata, Data Modeling, Unix Shell Scripting, Data Integration
Education
University of North Carolina at Charlotte 2006 — 2007
MS, Computer Science
Gujarat University 2001 — 2005
BE, Information Technology
Union Bank October 2011 - Present
Wipro Technologies March 2010 - September 2011
Johnson & Johnson 2010 - 2011
Blue Shield of California August 2009 - March 2010
Symentec Corp. January 2009 - July 2009
Softpath System LLC February 2008 - December 2008
Skills
Data Warehousing, Business Intelligence, Data Analysis, Integration, Informatica, ETL, Erwin, Dimensional Modeling, Teradata, Data Modeling, Unix Shell Scripting, Data Integration
Education
University of North Carolina at Charlotte 2006 — 2007
MS, Computer Science
Gujarat University 2001 — 2005
BE, Information Technology
Angela Beck Angela Beck's Union Bank Experience 2002 - 2003
Job Digital Marketing Manager at Mattel
Industry Marketing and Advertising
Experience
Mattel March 2014 - Present
Target September 2010 - March 2014
Los Angeles Times 2007 - 2009
Bella Fiore Lifestyle Marketing & Promotions, LLC 2007 - 2009
Nestle May 2007 - August 2007
News America Marketing 2003 - 2006
Union Bank 2002 - 2003
Skills
Cross-functional Team..., Market Research, Brand Development, Strategy, Brand Management, Multi-channel Marketing, Negotiation, Customer Insight, Sales, Digital Marketing, Marketing, Online Advertising, Advertising, Consumer Products, E-commerce, Retail, Product Development, Digital Strategy, Merchandising
Education
Harvard Business School
MBA
University of Southern California - Marshall School of Business
Bachelor of Science
Mattel March 2014 - Present
Target September 2010 - March 2014
Los Angeles Times 2007 - 2009
Bella Fiore Lifestyle Marketing & Promotions, LLC 2007 - 2009
Nestle May 2007 - August 2007
News America Marketing 2003 - 2006
Union Bank 2002 - 2003
Skills
Cross-functional Team..., Market Research, Brand Development, Strategy, Brand Management, Multi-channel Marketing, Negotiation, Customer Insight, Sales, Digital Marketing, Marketing, Online Advertising, Advertising, Consumer Products, E-commerce, Retail, Product Development, Digital Strategy, Merchandising
Education
Harvard Business School
MBA
University of Southern California - Marshall School of Business
Bachelor of Science
Garen Ibranosian's Union Bank Experience April 2010 - June 2013
Job Relationship Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2014 - Present
Wells Fargo January 2014 - June 2014
Union Bank April 2010 - June 2013
Bank of America May 2007 - February 2009
Soccer store Glendale September 2006 - April 2007
Skills
Banking, Hospitality, Office Management, Office Administration, Back Office, Office Equipment, Microsoft Office, Cash Management, Management, Customer Service
Education
Glendale Community College 2009 — 2011
Business Administration
Le Cordon Bleu College of Culinary Arts-Pasadena 2008 — 2010
degree of Hospitality & Culinary Arts, Hospitality & Culinary
JPMorgan Chase & Co. June 2014 - Present
Wells Fargo January 2014 - June 2014
Union Bank April 2010 - June 2013
Bank of America May 2007 - February 2009
Soccer store Glendale September 2006 - April 2007
Skills
Banking, Hospitality, Office Management, Office Administration, Back Office, Office Equipment, Microsoft Office, Cash Management, Management, Customer Service
Education
Glendale Community College 2009 — 2011
Business Administration
Le Cordon Bleu College of Culinary Arts-Pasadena 2008 — 2010
degree of Hospitality & Culinary Arts, Hospitality & Culinary
Sean Vaughn Sean Vaughn's Union Bank Experience June 2014 - Present
Job Vice President, Senior Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
Bank of America January 2013 - Present
US Bank March 2009 - January 2013
Wells Fargo 2006 - 2009
Skills
Commercial Banking, Commercial Lending, Loans, Lines Of Credit, SBA, Credit Analysis, Commercial Mortgages, Treasury Management, Banking, Credit, Asset Based Lending, Loan Origination, Working Capital..., Financial Analysis, Portfolio Management, Trade Finance, Credit Derivatives, Interest Rate Swaps, Interest Rate..., FX Derivatives, Derivatives, Letters of Credit, Middle Market, Treasury Services, Commercial Credit, Commercial Leasing, Capital Equipment, Syndications, Factoring, Financial Modeling, Capital Markets, Marketing Strategy, Peer Group Analysis, International Trade, Private Placements, Structured Finance, Corporate Finance
Education
Golden Gate University
UC Berkeley
Bachelor of Science (BS), Finance, General
San Francisco State University
Union Bank June 2014 - Present
Bank of America January 2013 - Present
US Bank March 2009 - January 2013
Wells Fargo 2006 - 2009
Skills
Commercial Banking, Commercial Lending, Loans, Lines Of Credit, SBA, Credit Analysis, Commercial Mortgages, Treasury Management, Banking, Credit, Asset Based Lending, Loan Origination, Working Capital..., Financial Analysis, Portfolio Management, Trade Finance, Credit Derivatives, Interest Rate Swaps, Interest Rate..., FX Derivatives, Derivatives, Letters of Credit, Middle Market, Treasury Services, Commercial Credit, Commercial Leasing, Capital Equipment, Syndications, Factoring, Financial Modeling, Capital Markets, Marketing Strategy, Peer Group Analysis, International Trade, Private Placements, Structured Finance, Corporate Finance
Education
Golden Gate University
UC Berkeley
Bachelor of Science (BS), Finance, General
San Francisco State University
Armando Feighl CWS® Armando Feighl CWS®'s Union Bank Experience October 2008 - Present
Job Private Banker, Vice President at Union Bank
Industry Banking
Experience
Union Bank October 2008 - Present
Bank of America September 2005 - October 2008
Bank of America May 2003 - September 2005
Skills
Banking/Finance...., Relationship..., Leadership Development..., Business Development..., Small Business Lending, Treasury Management, Consumer Lending, Private Banking, Credit Analysis, Fixed Income, Relationship Management, Commercial Mortgages, Commercial Lending, Portfolio Management, Loans, Investments, Business Development, Banking, Asset Based Lending, Asset Management, Branch Banking, Branch Management, Capital Markets, Cash Management, Commercial Banking, Credit, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Financial Risk, Financial Services, Financial Structuring, Funding, Investment Banking, Lines Of Credit, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Refinance, Retail Banking, Risk Management, SBA, Sales, Series 7, Strategic Financial..., Structured Finance
Education
Henderson State University 1999 — 2003
Bachelor of Business Administration, Management/Finance, 3.80
Union Bank October 2008 - Present
Bank of America September 2005 - October 2008
Bank of America May 2003 - September 2005
Skills
Banking/Finance...., Relationship..., Leadership Development..., Business Development..., Small Business Lending, Treasury Management, Consumer Lending, Private Banking, Credit Analysis, Fixed Income, Relationship Management, Commercial Mortgages, Commercial Lending, Portfolio Management, Loans, Investments, Business Development, Banking, Asset Based Lending, Asset Management, Branch Banking, Branch Management, Capital Markets, Cash Management, Commercial Banking, Credit, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Financial Risk, Financial Services, Financial Structuring, Funding, Investment Banking, Lines Of Credit, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Refinance, Retail Banking, Risk Management, SBA, Sales, Series 7, Strategic Financial..., Structured Finance
Education
Henderson State University 1999 — 2003
Bachelor of Business Administration, Management/Finance, 3.80
Sirak Movsisyan Sirak Movsisyan's Union Bank Experience August 2007 - January 2009
Job Eligibility Worker at Department of Public Social Services
Industry Human Resources
Experience
Department of Public Social Services August 2015 - Present
Shawarma Factory October 2010 - Present
MAXIMUS July 2013 - August 2015
Panera Bread July 2009 - July 2013
Union Bank August 2007 - January 2009
Union Bank August 2007 - January 2009
Skills
Financial Analysis, Banking, Credit, Financial Modeling, Customer Service, Finance, Cash Management, Microsoft Excel, Office Management, Business Relationship..., Marketing, Accounts Payable, Time Management, Project Coordination, Strategic Planning, Operations Management, Logistics Management, Operations and Logistics
Education
Woodbury University 2008 — 2013
Bachelors, Business Management
Glendale Community College 2005 — 2008
General Education Credits, Business Administration and Management, General
Glendale High School 2002 — 2005
High School Diploma, General Edu
Department of Public Social Services August 2015 - Present
Shawarma Factory October 2010 - Present
MAXIMUS July 2013 - August 2015
Panera Bread July 2009 - July 2013
Union Bank August 2007 - January 2009
Union Bank August 2007 - January 2009
Skills
Financial Analysis, Banking, Credit, Financial Modeling, Customer Service, Finance, Cash Management, Microsoft Excel, Office Management, Business Relationship..., Marketing, Accounts Payable, Time Management, Project Coordination, Strategic Planning, Operations Management, Logistics Management, Operations and Logistics
Education
Woodbury University 2008 — 2013
Bachelors, Business Management
Glendale Community College 2005 — 2008
General Education Credits, Business Administration and Management, General
Glendale High School 2002 — 2005
High School Diploma, General Edu
Meg Wheeler Meg Wheeler's Union Bank Experience October 2003 - Present
Job Business Development & Loan Officer at Union Bank
Industry Banking
Experience
Union Bank October 2003 - Present
Rock Financial 1996 - 2001
Skills
Commercial Lending, Mortgage Lending, Loans, Construction Loans, Credit Analysis, Small Business Lending, Refinance, Mortgage Banking, Consumer Lending, Loan Origination, FHA financing, Mortgage Underwriting, Residential Mortgages, FHA, VA loans, USDA, Certified Mortgage..., Commercial Mortgages, Mortgage Marketing, SBA, Credit, FHA Financing, VA Loans
Education
Community Banker for Compliance School 2011 — 2011
Michigan Bankers Association-Robert M Perry School of Banking 2007 — 2010
Banking
Barry County Leadership Program 2009 — 2009
Grand Valley State University 1991 — 1995
Bachelors, Business Administration
Union Bank October 2003 - Present
Rock Financial 1996 - 2001
Skills
Commercial Lending, Mortgage Lending, Loans, Construction Loans, Credit Analysis, Small Business Lending, Refinance, Mortgage Banking, Consumer Lending, Loan Origination, FHA financing, Mortgage Underwriting, Residential Mortgages, FHA, VA loans, USDA, Certified Mortgage..., Commercial Mortgages, Mortgage Marketing, SBA, Credit, FHA Financing, VA Loans
Education
Community Banker for Compliance School 2011 — 2011
Michigan Bankers Association-Robert M Perry School of Banking 2007 — 2010
Banking
Barry County Leadership Program 2009 — 2009
Grand Valley State University 1991 — 1995
Bachelors, Business Administration
Bekke White Bekke White's Union Bank Experience October 2012 - Present
Job Assistant Vice President, National Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank October 2012 - Present
CertaPro Painters of Atlanta-Decatur 2011 - October 2012
Homeside Properties, Inc. October 2011 - July 2012
Union Bank March 2009 - February 2011
Community Archives January 2007 - March 2009
RBC, Smartstreet 2003 - 2007
Citi-Design 1999 - 2003
Remax Greater Atlanta 1996 - 1999
Nationsbank 1987 - 1996
Skills
CRM, Property Management, Project Management, Insurance, Real Estate, Management, Budgets, Contract Negotiation, Process Improvement, Team Building, Association Management, Sales, Leadership, Cash Management, Selling, Time Management, Credit, Banking, New Business Development, Marketing Strategy, Commercial Banking, Product Development, Business Planning, Strategic Planning, Sales Management, Portfolio Management, Residential Homes, Financial Services, Commercial Lending, Marketing, Loans, Customer Retention, Negotiation, Customer Service, Training, Business Development, Customer Satisfaction, Condos
Education
Community association inst.
Georgia Perimeter College
Union Bank October 2012 - Present
CertaPro Painters of Atlanta-Decatur 2011 - October 2012
Homeside Properties, Inc. October 2011 - July 2012
Union Bank March 2009 - February 2011
Community Archives January 2007 - March 2009
RBC, Smartstreet 2003 - 2007
Citi-Design 1999 - 2003
Remax Greater Atlanta 1996 - 1999
Nationsbank 1987 - 1996
Skills
CRM, Property Management, Project Management, Insurance, Real Estate, Management, Budgets, Contract Negotiation, Process Improvement, Team Building, Association Management, Sales, Leadership, Cash Management, Selling, Time Management, Credit, Banking, New Business Development, Marketing Strategy, Commercial Banking, Product Development, Business Planning, Strategic Planning, Sales Management, Portfolio Management, Residential Homes, Financial Services, Commercial Lending, Marketing, Loans, Customer Retention, Negotiation, Customer Service, Training, Business Development, Customer Satisfaction, Condos
Education
Community association inst.
Georgia Perimeter College
Darya Jalili Darya Jalili's Union Bank Experience March 2015 - Present
Job Darya Jalili
Industry Banking
Experience
Union Bank March 2015 - Present
The OC Spa and Wellness Center March 2008 - March 2015
Starbucks March 2006 - March 2008
Skills
Leadership
Education
Golden West College 2006 — 2009
Communication, General
Marina High School 2002 — 2006
High School
Union Bank March 2015 - Present
The OC Spa and Wellness Center March 2008 - March 2015
Starbucks March 2006 - March 2008
Skills
Leadership
Education
Golden West College 2006 — 2009
Communication, General
Marina High School 2002 — 2006
High School
Adam Bonsky's Union Bank Experience 2003 - 2006
Job Executive Vice President at Fringe Benefit Group
Industry Insurance
Experience
Fringe Benefit Group December 2008 - Present
Fringe Benefit Group December 2008 - Present
Gevity 2006 - 2008
Union Bank 2003 - 2006
Transamerica Retirement Services 1998 - 2003
KeyBank 1993 - 1998
Skills
Employee Benefits, Human Resources, Insurance, 401k, Sales Management, ERISA, Leadership, Series 6, Brokers, Health Insurance, Health Savings Accounts, Healthcare Consulting, Marketing, Process Improvement, Retirement Planning, Mutual Funds, Disability Insurance, Management, Strategic Planning
Education
Harvard University 1989 — 1993
AB, Economics / Sociology
Fringe Benefit Group December 2008 - Present
Fringe Benefit Group December 2008 - Present
Gevity 2006 - 2008
Union Bank 2003 - 2006
Transamerica Retirement Services 1998 - 2003
KeyBank 1993 - 1998
Skills
Employee Benefits, Human Resources, Insurance, 401k, Sales Management, ERISA, Leadership, Series 6, Brokers, Health Insurance, Health Savings Accounts, Healthcare Consulting, Marketing, Process Improvement, Retirement Planning, Mutual Funds, Disability Insurance, Management, Strategic Planning
Education
Harvard University 1989 — 1993
AB, Economics / Sociology
Evaristo Rey Garcia, M.B.A. Evaristo Rey Garcia, M.B.A.'s Union Bank Experience January 2008 - June 2012
Job
Industry Banking
Experience
Opus Bank April 2014 - Present
Opus Bank June 2012 - April 2014
Union Bank January 2008 - June 2012
Western Federal Credit Union 2007 - 2008
U.S. Bank 2002 - 2007
Wells Fargo Home Mortgage 2002 - 2002
Bank of America 2001 - 2002
Wells Fargo 2001 - 2001
Bank of America 1996 - 2001
Wells Fargo 1994 - 1996
Skills
Retail Banking, Credit, Team Building, Project Management, Small Business Lending, Real Estate Financing, Consumer Lending, Mortgage Lending, Business Development, Sales Management, Strategic Financial..., Commercial Lending, Coaching Staff, Business Strategy, Budget Process, Business Analysis, Consumer Insight, Cross-functional Team..., Operational Risk..., Peer-to-peer Coaching, Income Property Banking, Treasury Management &..., Multi-State Management, Credit Analysis, Investments, Treasury Management, Sales, Underwriting, Financial Services, Leadership, Management, Relationship Management, Mortgage Banking, Strategy, Finance, Commercial Banking, Business Planning, Process Improvement, Portfolio Management, Entrepreneurship, Healthcare Financing, Construction Finance, Change Management, Strategic Planning, Coaching, Financial Planning
Education
The George Washington University 2012 — 2012
Golden Gate University
MBA
University of Phoenix
Bachelor of Science (B.S.)
Opus Bank April 2014 - Present
Opus Bank June 2012 - April 2014
Union Bank January 2008 - June 2012
Western Federal Credit Union 2007 - 2008
U.S. Bank 2002 - 2007
Wells Fargo Home Mortgage 2002 - 2002
Bank of America 2001 - 2002
Wells Fargo 2001 - 2001
Bank of America 1996 - 2001
Wells Fargo 1994 - 1996
Skills
Retail Banking, Credit, Team Building, Project Management, Small Business Lending, Real Estate Financing, Consumer Lending, Mortgage Lending, Business Development, Sales Management, Strategic Financial..., Commercial Lending, Coaching Staff, Business Strategy, Budget Process, Business Analysis, Consumer Insight, Cross-functional Team..., Operational Risk..., Peer-to-peer Coaching, Income Property Banking, Treasury Management &..., Multi-State Management, Credit Analysis, Investments, Treasury Management, Sales, Underwriting, Financial Services, Leadership, Management, Relationship Management, Mortgage Banking, Strategy, Finance, Commercial Banking, Business Planning, Process Improvement, Portfolio Management, Entrepreneurship, Healthcare Financing, Construction Finance, Change Management, Strategic Planning, Coaching, Financial Planning
Education
The George Washington University 2012 — 2012
Golden Gate University
MBA
University of Phoenix
Bachelor of Science (B.S.)
Diana Burrows Diana Burrows's Union Bank Experience January 2003 - September 2012
Job Plan Services Specialist at AKT Wealth Advisors
Industry Financial Services
Experience
AKT Wealth Advisors October 2013 - Present
Thorsnes Litigation Services March 2013 - October 2013
Diana Burrows Photography May 2005 - March 2013
Union Bank January 2003 - September 2012
Fairfield Residential April 2001 - December 2002
Fairfield Residential August 2000 - March 2001
Skills
Outlook, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounts Payable, QuickBooks, Customer Service, Microsoft Office, PowerPoint, Budgets, Office Administration, Executive Adminstrative..., Health Benefits..., 401(k) Administration, Retirement Plan..., Microsoft Access, Organization Skills, Management, Human Resources, New Hire Onboarding, Training, Sales & Marketing..., Communications -..., Researcher, Resourceful..., Creative and Innovative..., Adapt Quickly to Change, Get Along Well with..., Initiative To Implement..., Thrive In A Fast-Paced..., Thrives in Team or..., Process Large Amounts..., Active Participant in..., Volunteers for Special..., Collaborates Well..., Effectively Works With..., Typing 72 WPM, Ten-Key 11,000 KMP, Detail-Oriented, Excellent Grammar &..., Provides Computer &..., Professional Telephone..., Accounting, Account Management, Investments, Marketing, Sales, Employee Benefits, Banking, Onboarding
Education
Sawyer College of Business 1989 — 1989
Certificate
Grossmont College 1987 — 1988
AKT Wealth Advisors October 2013 - Present
Thorsnes Litigation Services March 2013 - October 2013
Diana Burrows Photography May 2005 - March 2013
Union Bank January 2003 - September 2012
Fairfield Residential April 2001 - December 2002
Fairfield Residential August 2000 - March 2001
Skills
Outlook, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounts Payable, QuickBooks, Customer Service, Microsoft Office, PowerPoint, Budgets, Office Administration, Executive Adminstrative..., Health Benefits..., 401(k) Administration, Retirement Plan..., Microsoft Access, Organization Skills, Management, Human Resources, New Hire Onboarding, Training, Sales & Marketing..., Communications -..., Researcher, Resourceful..., Creative and Innovative..., Adapt Quickly to Change, Get Along Well with..., Initiative To Implement..., Thrive In A Fast-Paced..., Thrives in Team or..., Process Large Amounts..., Active Participant in..., Volunteers for Special..., Collaborates Well..., Effectively Works With..., Typing 72 WPM, Ten-Key 11,000 KMP, Detail-Oriented, Excellent Grammar &..., Provides Computer &..., Professional Telephone..., Accounting, Account Management, Investments, Marketing, Sales, Employee Benefits, Banking, Onboarding
Education
Sawyer College of Business 1989 — 1989
Certificate
Grossmont College 1987 — 1988
Flora Kachi's Union Bank Experience March 1998 - January 2000
Job Manager of consumer customer experience at Jerome's Furniture
Industry Furniture
Experience
Jeromes Furniture September 2005 - Present
Geico January 2002 - February 2004
Union Bank March 1998 - January 2000
Skills
Coaching, Training, Mentoring, Goal Oriented, Motivated self-starter, Sales, Customer Service, Retail, Insurance, Time Management, Furniture, Employee Training, Store Management, Team Building, Negotiation, Selling, Merchandising, Sales Management, Account Management, Inventory Management, Management, Marketing, New Business Development
Education
Grossmont College 1998 — 2000
Business Administration and Management, General
El Cajon Valley 1994 — 1998
High School Dimploma
El Cajon Valley High School 1994 — 1998
High School Diploma
Jeromes Furniture September 2005 - Present
Geico January 2002 - February 2004
Union Bank March 1998 - January 2000
Skills
Coaching, Training, Mentoring, Goal Oriented, Motivated self-starter, Sales, Customer Service, Retail, Insurance, Time Management, Furniture, Employee Training, Store Management, Team Building, Negotiation, Selling, Merchandising, Sales Management, Account Management, Inventory Management, Management, Marketing, New Business Development
Education
Grossmont College 1998 — 2000
Business Administration and Management, General
El Cajon Valley 1994 — 1998
High School Dimploma
El Cajon Valley High School 1994 — 1998
High School Diploma
Carol Tufford Carol Tufford's Union Bank Experience 1992 - 2000
Job Self employed Visual Artist
Industry Fine Art
Experience
Carol Tufford Fine Art 1985 - Present
Kaplan College, San Diego CA April 2007 - May 2014
Platt College January 2006 - April 2007
RB Stevenson Gallery 2000 - 2001
David Zapf Gallery 2000 - 2001
Union Bank 1992 - 2000
Union Bank 1987 - 2000
Bank of America 1977 - 1984
Skills
Art, Interviewing, Resume Writing, Career Services, Public Speaking, Writing, Research, Customer Service, Coaching, Art Education, Painting, Student Affairs, Teaching, Creative Writing, Staff Development, Public Art, Sculpture, Editing, Retaining Customers, Career Counseling, Training, Community Outreach, Visual Arts, Photoshop, Galleries, Interviews, Higher Education, Fine Art, Leadership Development, Newsletters, Event Management, Career Development, Employee Relations, Event Planning, Social Networking, Adobe Creative Suite, Job Fairs, Photography, Printmaking, Job Search Strategies, Campus, Adult Education, CampusVue, Student Recruiting, Student Financial Aid, Enrollment Management, Job Search, Curriculum Development, Curriculum Design, Admissions
Education
Grossmont College 1999 — 2001
Associate of Arts-Painting and Drawing, Fine Art
Bellevue College 1970 — 1972
Art Education
Mercer Island Sr High 1967 — 1970
Diploma, College prep
Carol Tufford Fine Art 1985 - Present
Kaplan College, San Diego CA April 2007 - May 2014
Platt College January 2006 - April 2007
RB Stevenson Gallery 2000 - 2001
David Zapf Gallery 2000 - 2001
Union Bank 1992 - 2000
Union Bank 1987 - 2000
Bank of America 1977 - 1984
Skills
Art, Interviewing, Resume Writing, Career Services, Public Speaking, Writing, Research, Customer Service, Coaching, Art Education, Painting, Student Affairs, Teaching, Creative Writing, Staff Development, Public Art, Sculpture, Editing, Retaining Customers, Career Counseling, Training, Community Outreach, Visual Arts, Photoshop, Galleries, Interviews, Higher Education, Fine Art, Leadership Development, Newsletters, Event Management, Career Development, Employee Relations, Event Planning, Social Networking, Adobe Creative Suite, Job Fairs, Photography, Printmaking, Job Search Strategies, Campus, Adult Education, CampusVue, Student Recruiting, Student Financial Aid, Enrollment Management, Job Search, Curriculum Development, Curriculum Design, Admissions
Education
Grossmont College 1999 — 2001
Associate of Arts-Painting and Drawing, Fine Art
Bellevue College 1970 — 1972
Art Education
Mercer Island Sr High 1967 — 1970
Diploma, College prep
Albert Ortiz , Ed.M.'s Union Bank Experience March 2015 - Present
Job Scrum Master III at Capital One
Industry Information Technology and Services
Experience
Capital One June 2015 - Present
Union Bank March 2015 - Present
Union Bank November 2014 - March 2015
McKesson October 2013 - March 2014
Kaiser Permanente June 2014 - 2014
Wells Fargo March 2013 - October 2013
PayPal February 2012 - March 2013
Pacific Gas and Electric February 2009 - January 2012
Cisco Systems January 2008 - January 2009
Public Health Institute July 2004 - March 2007
Skills
Vendor Relations, Six Sigma, CMMI, Process Engineering, SDLC, Account Management, Project Management, Business Analysis, Visio, Program Management, MS Project, Analysis, Business Process..., SQL, Requirements Gathering, Software Project..., Process Improvement, Oracle, Leadership, Business Process, Data Warehousing, SharePoint, PMO, Change Management, Project Planning, Agile Methodologies, Testing, Integration, Agile Project Management, ERP, Business Intelligence, PMP, Software Documentation, Project Delivery, Quality Assurance, Cross-functional Team..., Management, Databases, Enterprise Software, Vendor Management, Scrum, Solution Architecture, Data Center, SAP, Project Portfolio..., Risk Management, IT Strategy, Unix, Team Management, Security
Education
Harvard University Graduate School of Education
Ed. M., Social Policy, Government & Education
University of California, Berkeley
BA, History and English Literature
University of California, Santa Cruz
Lifetime, Elementary & Secondary Teacher and Administration Credentials
Capital One June 2015 - Present
Union Bank March 2015 - Present
Union Bank November 2014 - March 2015
McKesson October 2013 - March 2014
Kaiser Permanente June 2014 - 2014
Wells Fargo March 2013 - October 2013
PayPal February 2012 - March 2013
Pacific Gas and Electric February 2009 - January 2012
Cisco Systems January 2008 - January 2009
Public Health Institute July 2004 - March 2007
Skills
Vendor Relations, Six Sigma, CMMI, Process Engineering, SDLC, Account Management, Project Management, Business Analysis, Visio, Program Management, MS Project, Analysis, Business Process..., SQL, Requirements Gathering, Software Project..., Process Improvement, Oracle, Leadership, Business Process, Data Warehousing, SharePoint, PMO, Change Management, Project Planning, Agile Methodologies, Testing, Integration, Agile Project Management, ERP, Business Intelligence, PMP, Software Documentation, Project Delivery, Quality Assurance, Cross-functional Team..., Management, Databases, Enterprise Software, Vendor Management, Scrum, Solution Architecture, Data Center, SAP, Project Portfolio..., Risk Management, IT Strategy, Unix, Team Management, Security
Education
Harvard University Graduate School of Education
Ed. M., Social Policy, Government & Education
University of California, Berkeley
BA, History and English Literature
University of California, Santa Cruz
Lifetime, Elementary & Secondary Teacher and Administration Credentials
Karam Sandhu Karam Sandhu's Union Bank Experience February 2008 - December 2010
Job CEO at Sandhu Insurance Agency Inc.| Real Estate ServicesRealtor
Industry Insurance
Experience
Farmers Insurance - Sandhu Insurance Agency Inc. Real Estate Services-Realtor January 2010 - Present
Union Bank February 2008 - December 2010
Bank of the West March 2006 - February 2008
Bank of America May 2000 - February 2006
Skills
Insurance, Commercial Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance, General Insurance, Casualty, Health Insurance, Workers Compensation, Underwriting, Sales, Customer Service, Team Building, Marketing, Mortgage Lending, Financial Services, Leadership, Management, Finance
Education
Heald College 2001 — 2002
Bachelor of Arts (B.A.), Computer Science
Emery High 1993 — 1998
High School/Secondary Diplomas and Certificates
Farmers Insurance - Sandhu Insurance Agency Inc. Real Estate Services-Realtor January 2010 - Present
Union Bank February 2008 - December 2010
Bank of the West March 2006 - February 2008
Bank of America May 2000 - February 2006
Skills
Insurance, Commercial Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance, General Insurance, Casualty, Health Insurance, Workers Compensation, Underwriting, Sales, Customer Service, Team Building, Marketing, Mortgage Lending, Financial Services, Leadership, Management, Finance
Education
Heald College 2001 — 2002
Bachelor of Arts (B.A.), Computer Science
Emery High 1993 — 1998
High School/Secondary Diplomas and Certificates
Alexander Simmonds Alexander Simmonds's Union Bank Experience June 2011 - August 2011
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
Davis Polk & Wardwell LLP May 2015 - July 2015
New York City Law Department June 2014 - August 2014
InterContinental Hotels Group June 2012 - August 2012
Union Bank June 2011 - August 2011
Education
Harvard Law School 2013 — 2016
Doctor of Law (J.D.), Law
Columbia University in the City of New York 2009 — 2013
B.A. (Hons.), History and Political Science
Oxford University 2011 — 2012
Visiting Student, History & Politics
Auckland International College 2006 — 2009
International Baccalaureate
Davis Polk & Wardwell LLP May 2015 - July 2015
New York City Law Department June 2014 - August 2014
InterContinental Hotels Group June 2012 - August 2012
Union Bank June 2011 - August 2011
Education
Harvard Law School 2013 — 2016
Doctor of Law (J.D.), Law
Columbia University in the City of New York 2009 — 2013
B.A. (Hons.), History and Political Science
Oxford University 2011 — 2012
Visiting Student, History & Politics
Auckland International College 2006 — 2009
International Baccalaureate
LaKisha Adams LaKisha Adams's Union Bank Experience September 2014 - June 2015
Job Banking Professional
Industry Banking
Experience
Union Bank September 2014 - June 2015
T-Mobile September 2011 - January 2015
Juvenile Community Court School, NCCS June 2011 - June 2013
24 Hour Fitness November 2009 - August 2011
Jennings Family Child Care May 2010 - February 2011
Fossil Group, Inc. November 2009 - December 2010
Mobile Solutions May 2007 - August 2007
Skills
Management, Sales, Banking, Leadership, Credit, Customer Service, Microsoft Office, Public Speaking, Strategic Planning, Team Building
Education
Grossmont College 2006 — 2007
N/A, Business Administration and Management, General
Union Bank September 2014 - June 2015
T-Mobile September 2011 - January 2015
Juvenile Community Court School, NCCS June 2011 - June 2013
24 Hour Fitness November 2009 - August 2011
Jennings Family Child Care May 2010 - February 2011
Fossil Group, Inc. November 2009 - December 2010
Mobile Solutions May 2007 - August 2007
Skills
Management, Sales, Banking, Leadership, Credit, Customer Service, Microsoft Office, Public Speaking, Strategic Planning, Team Building
Education
Grossmont College 2006 — 2007
N/A, Business Administration and Management, General
John A. Noble John A. Noble's Union Bank Experience January 1997 - January 1998
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo January 2014 - August 2014
Boston Private Bank March 2008 - March 2012
Bank of America January 1998 - January 2001
Union Bank January 1997 - January 1998
Union Bank January 1995 - January 1997
Union Bank January 1994 - January 1995
Union Bank January 1991 - January 1994
Union Bank June 1989 - January 1991
Skills
Customer Service, Microsoft Office, Leadership, Sales, Marketing, Microsoft Word, Public Speaking, Financial Analysis, PowerPoint
Education
Golden Gate University, Edward S. Ageno School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Washington State University 1981 — 1985
Bachelor's Degree, Economics
Wells Fargo January 2014 - August 2014
Boston Private Bank March 2008 - March 2012
Bank of America January 1998 - January 2001
Union Bank January 1997 - January 1998
Union Bank January 1995 - January 1997
Union Bank January 1994 - January 1995
Union Bank January 1991 - January 1994
Union Bank June 1989 - January 1991
Skills
Customer Service, Microsoft Office, Leadership, Sales, Marketing, Microsoft Word, Public Speaking, Financial Analysis, PowerPoint
Education
Golden Gate University, Edward S. Ageno School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Washington State University 1981 — 1985
Bachelor's Degree, Economics
Bryan Perez's Union Bank Experience April 2006 - May 2010
Job Vice President Business Banking Officer at Bank of the West
Industry Banking
Experience
Bank of the West March 2015 - Present
City National Bank September 2012 - March 2015
City National Bank September 2012 - April 2013
Bank of the West May 2010 - December 2012
Union Bank April 2006 - May 2010
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Cash Management, Sales, Customer Service, Commercial Mortgages, Financial Services, Loan Origination, Lines Of Credit, Business Development, Leadership, Treasury Management, Relationship Management, SBA
Education
Grand Canyon University 2009 — 2014
Bachelors of Science, Finance
Bank of the West March 2015 - Present
City National Bank September 2012 - March 2015
City National Bank September 2012 - April 2013
Bank of the West May 2010 - December 2012
Union Bank April 2006 - May 2010
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Cash Management, Sales, Customer Service, Commercial Mortgages, Financial Services, Loan Origination, Lines Of Credit, Business Development, Leadership, Treasury Management, Relationship Management, SBA
Education
Grand Canyon University 2009 — 2014
Bachelors of Science, Finance
Cathia Eugster Cathia Eugster's Union Bank Experience March 2010 - November 2012
Job Service Delivery Manager at CGI
Industry Information Technology and Services
Experience
CGI August 2015 - Present
CGI May 2014 - August 2015
Sony November 2012 - May 2014
Union Bank March 2010 - November 2012
Union Bank January 2009 - March 2010
YLD inc. September 2006 - January 2009
Skills
Business Analysis, Software Documentation, Banking, Email Marketing, Project Planning, Microsoft Word, Team Building, Marketing, Requirements Analysis, Budgets, Competitive Analysis, Testing, Employee Relations, Editing, Product Development, Retail Banking, Lotus Notes, Analysis, Process Improvement, SharePoint, Project Management, Integration, Agile Methodologies, Management, E-commerce, Business Process
Education
Gonzaga University 2008 — 2011
MA, Organizational Communications
University of West Florida 2003 — 2006
BA, Communications and Marketing
CGI August 2015 - Present
CGI May 2014 - August 2015
Sony November 2012 - May 2014
Union Bank March 2010 - November 2012
Union Bank January 2009 - March 2010
YLD inc. September 2006 - January 2009
Skills
Business Analysis, Software Documentation, Banking, Email Marketing, Project Planning, Microsoft Word, Team Building, Marketing, Requirements Analysis, Budgets, Competitive Analysis, Testing, Employee Relations, Editing, Product Development, Retail Banking, Lotus Notes, Analysis, Process Improvement, SharePoint, Project Management, Integration, Agile Methodologies, Management, E-commerce, Business Process
Education
Gonzaga University 2008 — 2011
MA, Organizational Communications
University of West Florida 2003 — 2006
BA, Communications and Marketing
Karin Kusuda Karin Kusuda's Union Bank Experience January 2013 - July 2013
Job
Industry Banking
Experience
MUFG Americas July 2013 - Present
Union Bank January 2013 - July 2013
Pivot Learning Partners September 2010 - July 2011
Research Connect January 2010 - September 2010
Vail Resorts November 2008 - April 2009
The College Board January 2007 - September 2008
The College Board October 2004 - January 2007
Harvard University 2003 - 2004
UC Berkeley 2000 - 2003
Education
Harvard University Graduate School of Education
Ed.M.
University of California, Berkeley
B.A.
MUFG Americas July 2013 - Present
Union Bank January 2013 - July 2013
Pivot Learning Partners September 2010 - July 2011
Research Connect January 2010 - September 2010
Vail Resorts November 2008 - April 2009
The College Board January 2007 - September 2008
The College Board October 2004 - January 2007
Harvard University 2003 - 2004
UC Berkeley 2000 - 2003
Education
Harvard University Graduate School of Education
Ed.M.
University of California, Berkeley
B.A.
Joe Pacis Joe Pacis's Union Bank Experience February 2002 - May 2004
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2015 - Present
Rabobank, N.A. April 2013 - December 2014
City National Bank March 2007 - April 2012
Merrill Lynch May 2004 - February 2007
Union Bank February 2002 - May 2004
Imperial Bank March 1997 - August 2001
Skills
Executive Management, Commercial Banking, New Business Development, Sales, Finance, Commercial Lending, Cash Management, Business Development
Education
Golden Gate University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Jose State University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
U.S. Bank January 2015 - Present
Rabobank, N.A. April 2013 - December 2014
City National Bank March 2007 - April 2012
Merrill Lynch May 2004 - February 2007
Union Bank February 2002 - May 2004
Imperial Bank March 1997 - August 2001
Skills
Executive Management, Commercial Banking, New Business Development, Sales, Finance, Commercial Lending, Cash Management, Business Development
Education
Golden Gate University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Jose State University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
John Horan, CAMS, MBA John Horan, CAMS, MBA's Union Bank Experience January 2011 - March 2011
Job Investigations Specialist at FDIC
Industry Financial Services
Experience
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
Jordan Kanis Jordan Kanis's Union Bank Experience April 2004 - May 2011
Job Vice President at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank November 2011 - Present
Union Bank April 2004 - May 2011
Bank of America 1995 - 2000
Education
University of California, San Diego
BA, History
Golden Gate University
MBA, Finance
Branson School
Silicon Valley Bank November 2011 - Present
Union Bank April 2004 - May 2011
Bank of America 1995 - 2000
Education
University of California, San Diego
BA, History
Golden Gate University
MBA, Finance
Branson School
J. Michael Samuel, CISA, CFSA, CRISC J. Michael Samuel, CISA, CFSA, CRISC's Union Bank Experience May 2012 - May 2014
Job Internal Audit Professional Practices, Manager & VP
Industry Banking
Experience
First Republic Bank November 2014 - Present
Union Bank May 2012 - May 2014
Wells Fargo Bank May 2005 - May 2012
Federal Reserve Bank of San Francisco 2002 - 2004
Federal Reserve Bank of San Francisco January 1988 - December 2002
Federal Reserve Bank of San Francisco December 1982 - December 1988
National Bank of California January 1976 - December 1982
Skills
IT Audit, Risk Management, CISA, Auditing, Risk Assessment, SDLC, Project Management, Quality Assurance, CRISC, Change Management, Data Center, Banking, Mergers & Acquisitions, Enterprise Risk..., Operational Risk..., Strategy, Business Development, Leadership, Financial Risk, Management, Sarbanes-Oxley, Information Security, Strategic Planning, Internal Controls, Operational Risk, Process Improvement, COSO, COBIT, Internal Audit
Education
Golden Gate University 1992 — 1998
B.S., Telecommunications Management
Information Systems Audit & Control Association (ISACA)
CISA- Certified Information Systems Auditor
Information Systems Audit & Control Association (ISACA)
CRISC- Certified Risk and Information Systems Control
Institute of Internal Auditors
Certified Internal Quality Assessment Validator
Institute of Internal Auditors
CFSA- Certified Financial Services Auditor
First Republic Bank November 2014 - Present
Union Bank May 2012 - May 2014
Wells Fargo Bank May 2005 - May 2012
Federal Reserve Bank of San Francisco 2002 - 2004
Federal Reserve Bank of San Francisco January 1988 - December 2002
Federal Reserve Bank of San Francisco December 1982 - December 1988
National Bank of California January 1976 - December 1982
Skills
IT Audit, Risk Management, CISA, Auditing, Risk Assessment, SDLC, Project Management, Quality Assurance, CRISC, Change Management, Data Center, Banking, Mergers & Acquisitions, Enterprise Risk..., Operational Risk..., Strategy, Business Development, Leadership, Financial Risk, Management, Sarbanes-Oxley, Information Security, Strategic Planning, Internal Controls, Operational Risk, Process Improvement, COSO, COBIT, Internal Audit
Education
Golden Gate University 1992 — 1998
B.S., Telecommunications Management
Information Systems Audit & Control Association (ISACA)
CISA- Certified Information Systems Auditor
Information Systems Audit & Control Association (ISACA)
CRISC- Certified Risk and Information Systems Control
Institute of Internal Auditors
Certified Internal Quality Assessment Validator
Institute of Internal Auditors
CFSA- Certified Financial Services Auditor
Patrick Hoffman's Union Bank Experience July 2014 - Present
Job Director Enterprise Document Services
Industry Information Technology and Services
Experience
Union Bank July 2014 - Present
MUFG Union Bank, N.A April 2014 - Present
Genuent (Consulting at Union Bank, Monterey Park, CA) October 2012 - April 2014
Pitney Bowes Management Services July 2011 - October 2012
Vega ECM Solutions October 2009 - June 2011
Paramount Pictures October 2005 - July 2009
OpenText (Formerly Magellan and Gauss Interprise) February 2000 - October 2005
Cranel Imaging 1999 - 2000
Kofax March 1996 - December 1998
Nevander Asset Management October 1995 - February 1996
Skills
Enterprise Content..., Document Imaging, Document Management, FileNet, Kofax, Image Processing, Business Process, Workflow Solutions, .NET, Agile Methodologies, Document Capture, Image Capture, Solution Architecture, OCR, Business Process..., Cloud Computing, Integration, Pre-sales, Software Project..., Solution Development, SaaS, Records Management, Professional Services, Salesforce.com, Business Intelligence, Enterprise Software, Solution Selling, Content Management, Business Process..., Software Development, Requirements Gathering, Outsourcing, Microsoft SQL Server
Education
Grantham University
Union Bank July 2014 - Present
MUFG Union Bank, N.A April 2014 - Present
Genuent (Consulting at Union Bank, Monterey Park, CA) October 2012 - April 2014
Pitney Bowes Management Services July 2011 - October 2012
Vega ECM Solutions October 2009 - June 2011
Paramount Pictures October 2005 - July 2009
OpenText (Formerly Magellan and Gauss Interprise) February 2000 - October 2005
Cranel Imaging 1999 - 2000
Kofax March 1996 - December 1998
Nevander Asset Management October 1995 - February 1996
Skills
Enterprise Content..., Document Imaging, Document Management, FileNet, Kofax, Image Processing, Business Process, Workflow Solutions, .NET, Agile Methodologies, Document Capture, Image Capture, Solution Architecture, OCR, Business Process..., Cloud Computing, Integration, Pre-sales, Software Project..., Solution Development, SaaS, Records Management, Professional Services, Salesforce.com, Business Intelligence, Enterprise Software, Solution Selling, Content Management, Business Process..., Software Development, Requirements Gathering, Outsourcing, Microsoft SQL Server
Education
Grantham University
Frederick Virgin Frederick Virgin's Union Bank Experience March 2014 - July 2014
Job Talent Management, Learning & Development, HR Executive, Executive Coach
Industry Human Resources
Experience
Union Bank March 2014 - July 2014
GE September 2011 - March 2014
Johnson & Johnson September 2009 - September 2011
Johnson & Johnson February 2008 - September 2009
GE Capital February 2005 - January 2008
Washington Mutual August 2002 - February 2005
T-Mobile USA July 2000 - August 2002
Sprint PCS February 1999 - July 2000
Bear Creek Corporation September 1997 - February 1999
Discover Financial Services September 1986 - September 1997
Skills
Continuous Improvement, Performance Management, Succession Planning, Employee Engagement, Organizational Design, Talent Management, Executive Coaching, Employee Relations, Cultural Diversity, Learning Managerment..., Adult Learning..., Change Management, Professional Mentoring, Program Development, Product Launch, Organizational..., Recruiting, Cross-functional Team..., Leadership, Training, Human Resources, Organizational..., Personnel Management, Deferred Compensation, Leadership Development, Talent Acquisition, HRIS, Onboarding, HR Transformation, Culture Change, HR Consulting, Career Development, Labor Relations, Employer Branding, College Recruiting, HR Policies, Employee Training, Management Development, Employee Benefits, Applicant Tracking..., Training Delivery, Performance Improvement, Workshop Facilitation, Interviews, Benefits Administration, Coaching, Hiring, Conflict Resolution, Management, Strategy
Education
Grand Canyon University 1995 — 1997
BS, Management
Bishop Hartley
The Ohio State University Fisher College of Business
Business
Union Bank March 2014 - July 2014
GE September 2011 - March 2014
Johnson & Johnson September 2009 - September 2011
Johnson & Johnson February 2008 - September 2009
GE Capital February 2005 - January 2008
Washington Mutual August 2002 - February 2005
T-Mobile USA July 2000 - August 2002
Sprint PCS February 1999 - July 2000
Bear Creek Corporation September 1997 - February 1999
Discover Financial Services September 1986 - September 1997
Skills
Continuous Improvement, Performance Management, Succession Planning, Employee Engagement, Organizational Design, Talent Management, Executive Coaching, Employee Relations, Cultural Diversity, Learning Managerment..., Adult Learning..., Change Management, Professional Mentoring, Program Development, Product Launch, Organizational..., Recruiting, Cross-functional Team..., Leadership, Training, Human Resources, Organizational..., Personnel Management, Deferred Compensation, Leadership Development, Talent Acquisition, HRIS, Onboarding, HR Transformation, Culture Change, HR Consulting, Career Development, Labor Relations, Employer Branding, College Recruiting, HR Policies, Employee Training, Management Development, Employee Benefits, Applicant Tracking..., Training Delivery, Performance Improvement, Workshop Facilitation, Interviews, Benefits Administration, Coaching, Hiring, Conflict Resolution, Management, Strategy
Education
Grand Canyon University 1995 — 1997
BS, Management
Bishop Hartley
The Ohio State University Fisher College of Business
Business
Ed Sobral Ed Sobral's Union Bank Experience July 2011 - May 2012
Job Passionate Agent with New York Life Insurance Company providing financial security and peace of mind for families.
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Citi July 2013 - February 2014
Wells Fargo May 2012 - June 2013
Union Bank July 2011 - May 2012
Bank of America Home Loans October 2007 - July 2011
Meta Financial July 2004 - October 2007
Bank of America October 2002 - July 2004
Bank of America March 2001 - October 2002
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Small Business, Leadership, Risk Management
Education
Golden Gate University 1999 — 2000
MBA in Finance, Personal Finance
Pontifícia Universidade Católica do Rio de Janeiro 1980 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York Life Insurance Company February 2014 - Present
Citi July 2013 - February 2014
Wells Fargo May 2012 - June 2013
Union Bank July 2011 - May 2012
Bank of America Home Loans October 2007 - July 2011
Meta Financial July 2004 - October 2007
Bank of America October 2002 - July 2004
Bank of America March 2001 - October 2002
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Small Business, Leadership, Risk Management
Education
Golden Gate University 1999 — 2000
MBA in Finance, Personal Finance
Pontifícia Universidade Católica do Rio de Janeiro 1980 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Talin saginian Talin saginian's Union Bank Experience 2011 - 2013
Job Banking Professional
Industry Banking
Experience
Union Bank 2011 - 2013
Citi 2006 - 2011
Skills
Multi Tasking, Efficent, Energetic team player, Artistic Vision, Artistic Abilities, Graphic Design, Hands-on Learning, Interior Design, Interactive Advertising, Advertising, Network Administration
Education
Glendale Community College
Associate of Arts (AA), Fine/Studio Arts, General
Union Bank 2011 - 2013
Citi 2006 - 2011
Skills
Multi Tasking, Efficent, Energetic team player, Artistic Vision, Artistic Abilities, Graphic Design, Hands-on Learning, Interior Design, Interactive Advertising, Advertising, Network Administration
Education
Glendale Community College
Associate of Arts (AA), Fine/Studio Arts, General
Ruiying (Denise) Dong's Union Bank Experience July 2013 - Present
Job Market Risk Management Quantitative Analyst
Industry Banking
Experience
Union Bank July 2013 - Present
Marcus & Millichap January 2012 - April 2012
Standard Chartered Bank June 2010 - July 2010
Skills
Access, Financial Modeling, Financial Analysis, Valuation, Risk Management, Excel, Chinese, SPSS, Microsoft Office, English, Problem Solving, Banking
Education
University of Southern California 2011 — 2013
Master of Science (M.Sc.), Financial Engineering
Harbin Institute of Technology 2007 — 2011
Bachelor of Business Administration (B.B.A.), Financial Management, 91.4/100
Union Bank July 2013 - Present
Marcus & Millichap January 2012 - April 2012
Standard Chartered Bank June 2010 - July 2010
Skills
Access, Financial Modeling, Financial Analysis, Valuation, Risk Management, Excel, Chinese, SPSS, Microsoft Office, English, Problem Solving, Banking
Education
University of Southern California 2011 — 2013
Master of Science (M.Sc.), Financial Engineering
Harbin Institute of Technology 2007 — 2011
Bachelor of Business Administration (B.B.A.), Financial Management, 91.4/100
Sabrina Van Horn Sabrina Van Horn's Union Bank Experience October 2013 - January 2014
Job Customer Service Specialist
Industry Banking
Experience
Walmart September 2015 - Present
Union Bank October 2013 - January 2014
GAP March 2013 - October 2013
Old Navy November 2011 - December 2011
N.E.W March 2004 - March 2005
Klamath County Library January 2001 - May 2003
Blockbuster Video October 1999 - August 2000
Hollywood Video July 1996 - January 1999
Skills
Customer Service, Sales, Invoicing, Apparel, Finance, Retail, Visual Merchandising, Retail Sales, Store Management, Merchandising, Cashiering, Inventory Control, Time Management, Customer Satisfaction
Education
Heald College-Roseville 2012 — 2014
Associate of Science (AS), Criminal Justice
Klamath Community College 2003 — 2006
n/a, Criminal Justice
Foothill High School 1991 — 1995
High School Diploma, General
Walmart September 2015 - Present
Union Bank October 2013 - January 2014
GAP March 2013 - October 2013
Old Navy November 2011 - December 2011
N.E.W March 2004 - March 2005
Klamath County Library January 2001 - May 2003
Blockbuster Video October 1999 - August 2000
Hollywood Video July 1996 - January 1999
Skills
Customer Service, Sales, Invoicing, Apparel, Finance, Retail, Visual Merchandising, Retail Sales, Store Management, Merchandising, Cashiering, Inventory Control, Time Management, Customer Satisfaction
Education
Heald College-Roseville 2012 — 2014
Associate of Science (AS), Criminal Justice
Klamath Community College 2003 — 2006
n/a, Criminal Justice
Foothill High School 1991 — 1995
High School Diploma, General
Dimitry Bokman's Union Bank Experience July 2015 - Present
Job MUFG Union Bank
Industry Banking
Experience
Union Bank July 2015 - Present
Union Bank May 2013 - July 2015
Union Bank January 2008 - May 2013
Comerica Bank March 2005 - January 2008
Fremont Bank February 2002 - March 2005
Citi January 1999 - February 2002
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Sales, Branch Banking, Loan Origination, Branch Management, Credit Risk, Cross Selling, Mortgage Banking
Education
Golden Gate University 2000 — 2002
B.S. Technology MGT, Telecommunications Engineering
Union Bank July 2015 - Present
Union Bank May 2013 - July 2015
Union Bank January 2008 - May 2013
Comerica Bank March 2005 - January 2008
Fremont Bank February 2002 - March 2005
Citi January 1999 - February 2002
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Sales, Branch Banking, Loan Origination, Branch Management, Credit Risk, Cross Selling, Mortgage Banking
Education
Golden Gate University 2000 — 2002
B.S. Technology MGT, Telecommunications Engineering
Walter Herbert's Union Bank Experience 1984 - 1986
Job Principal Lorton Development
Industry Investment Management
Experience
Lorton Development July 2011 - Present
TD Ameritrade Institutional July 2003 - April 2011
Morgan Stanley 1999 - 2002
EnterSport Ventures 1994 - 1998
The Fuji Bank, Ltd. 1986 - 1993
Union Bank 1984 - 1986
Maryland National Bank 1983 - 1984
Bank of Boston 1978 - 1983
Skills
Investments, Private Equity, Wealth Management, Investment Banking, Finance, Portfolio Management, Equities, Financial Analysis, Business Development, Valuation, Venture Capital, Series 7, Strategic Planning, Banking
Education
Harvard University 1972 — 1976
Bachelor of Arts, Economics
Boston University
Master of Arts (MA), International Economics
Harvard University
Bachelor of Arts, Economics
Mount Hermon School
St. John's Preparatory School
Lorton Development July 2011 - Present
TD Ameritrade Institutional July 2003 - April 2011
Morgan Stanley 1999 - 2002
EnterSport Ventures 1994 - 1998
The Fuji Bank, Ltd. 1986 - 1993
Union Bank 1984 - 1986
Maryland National Bank 1983 - 1984
Bank of Boston 1978 - 1983
Skills
Investments, Private Equity, Wealth Management, Investment Banking, Finance, Portfolio Management, Equities, Financial Analysis, Business Development, Valuation, Venture Capital, Series 7, Strategic Planning, Banking
Education
Harvard University 1972 — 1976
Bachelor of Arts, Economics
Boston University
Master of Arts (MA), International Economics
Harvard University
Bachelor of Arts, Economics
Mount Hermon School
St. John's Preparatory School
Russell Colombo's Union Bank Experience 1992 - 1998
Job President & CEO at Bank of Marin
Industry Banking
Experience
Bank of Marin July 2006 - Present
Comerica Bank May 1998 - March 2004
Union Bank 1992 - 1998
Skills
Executive Management, Credit, Commercial Lending, Commercial Banking, Public Speaking, Loans, Financial Modeling, Small Business Lending, Real Estate, Banking, Credit Analysis, Portfolio Management, Strategic Planning, Nonprofits, Financial Reporting, Finance, Corporate Finance, Risk Management, Commercial Mortgages, Customer Service, Retail Banking, Cash Management, Financial Analysis
Education
Golden Gate University 1976 — 1979
MBA, Banking & Finance
University of California, Davis 1970 — 1974
Bachelor of Science, Agricultural Economics and Business Mgt
San Rafael High School
Bank of Marin July 2006 - Present
Comerica Bank May 1998 - March 2004
Union Bank 1992 - 1998
Skills
Executive Management, Credit, Commercial Lending, Commercial Banking, Public Speaking, Loans, Financial Modeling, Small Business Lending, Real Estate, Banking, Credit Analysis, Portfolio Management, Strategic Planning, Nonprofits, Financial Reporting, Finance, Corporate Finance, Risk Management, Commercial Mortgages, Customer Service, Retail Banking, Cash Management, Financial Analysis
Education
Golden Gate University 1976 — 1979
MBA, Banking & Finance
University of California, Davis 1970 — 1974
Bachelor of Science, Agricultural Economics and Business Mgt
San Rafael High School
Greg Hanlon's Union Bank Experience November 2007 - May 2013
Job Vice President at Union Bank of California
Industry Banking
Experience
Wells Fargo May 2013 - Present
Union Bank November 2007 - May 2013
Mirant 2001 - 2005
Education
Georgia State University 1996 — 2000
Wells Fargo May 2013 - Present
Union Bank November 2007 - May 2013
Mirant 2001 - 2005
Education
Georgia State University 1996 — 2000
Cheryl Hughson's Union Bank Experience January 2009 - Present
Job Policy/Procedure Writer Commercial Loans and Trade Services at Union Bank
Industry Banking
Experience
Union Bank January 2009 - Present
Union Bank of California January 2009 - April 2010
Wasserman, Comden & Casselman December 2007 - January 2009
Union Bank of California August 2007 - November 2007
WaMu 2004 - 2007
Skills
Risk Management, Policy, Project Management, Analysis
Education
Glendale Community College 2003 — 2004
Union Bank January 2009 - Present
Union Bank of California January 2009 - April 2010
Wasserman, Comden & Casselman December 2007 - January 2009
Union Bank of California August 2007 - November 2007
WaMu 2004 - 2007
Skills
Risk Management, Policy, Project Management, Analysis
Education
Glendale Community College 2003 — 2004
Don Kinsey's Union Bank Experience 1985 - 1987
Job Senior Financial Executive and Real Estate Investment Professional
Industry Real Estate
Experience
West Coast Investment Partners June 2010 - Present
Heal the Bay January 2014 - Present
The Picerne Group February 2009 - June 2010
Onex Real Estate Partners June 2007 - October 2008
Credit Suisse (DLJ) April 2001 - June 2007
Donaldson, Lufkin & Jenrette August 1992 - April 2000
Citicorp 1988 - 1990
Union Bank 1985 - 1987
Skills
Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Investment Properties, Investment Banking, Loans, Property Management, Mortgage Lending, Equities, Residential Homes, Disposition, Capital, Residential Mortgages, Management, Property, Real Estate Economics, Due Diligence, Valuation, Asset Management
Education
Harvard Business School 1990 — 1992
MBA
Whittier College 1984 — 1985
BA Economics and Business Administation, Economics
West Coast Investment Partners June 2010 - Present
Heal the Bay January 2014 - Present
The Picerne Group February 2009 - June 2010
Onex Real Estate Partners June 2007 - October 2008
Credit Suisse (DLJ) April 2001 - June 2007
Donaldson, Lufkin & Jenrette August 1992 - April 2000
Citicorp 1988 - 1990
Union Bank 1985 - 1987
Skills
Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Investment Properties, Investment Banking, Loans, Property Management, Mortgage Lending, Equities, Residential Homes, Disposition, Capital, Residential Mortgages, Management, Property, Real Estate Economics, Due Diligence, Valuation, Asset Management
Education
Harvard Business School 1990 — 1992
MBA
Whittier College 1984 — 1985
BA Economics and Business Administation, Economics
Gregory Fouquet, PMP, CISA, CCP, LSSBB, CSM's Union Bank Experience 1973 - 1977
Job President at Fouquet & Associates, LLC
Industry Management Consulting
Experience
Fouquet & Associates, LLC 1990 - Present
Simplilearn 2014 - 2015
Ouellette & Associates Consulting, Inc. 1999 - 2015
Ernst & Young 1988 - 1990
Ernst & Whinney (E&Y) 1986 - 1988
Bank of America 1985 - 1986
Rainer National Bank 1983 - 1985
Rainier National Bank 1978 - 1983
Rainier National Bank 1977 - 1978
Union Bank 1973 - 1977
Skills
Business Analysis, Business Requirements, Requirements Gathering, Testing, Project Management, Program Management, Project Portfolio..., Agile Project Management, E-Learning, User Acceptance Testing, User-centered Design, User Stories, Usability Testing, Lean Software..., Process Modeling, Context Diagrams, Use Case Analysis, Six Sigma, Software Estimation, Function Point Analysis, Data Modeling, IT Project Leadership, Organizational..., Onboarding, Change Management, Leadership Development, Information Technology, Kanban, Information Engineering, Functional Testing, Black Box Testing, Data Flow Diagraming, COTS, Lean Six Sigma Black..., Scrum, Agile & Waterfall..., Process Improvement
Education
Harvard Business School
Management Information Systems, General
Loyola Marymount University
MBA, Operations Research
University of Washington
BA, Business Administration
Fouquet & Associates, LLC 1990 - Present
Simplilearn 2014 - 2015
Ouellette & Associates Consulting, Inc. 1999 - 2015
Ernst & Young 1988 - 1990
Ernst & Whinney (E&Y) 1986 - 1988
Bank of America 1985 - 1986
Rainer National Bank 1983 - 1985
Rainier National Bank 1978 - 1983
Rainier National Bank 1977 - 1978
Union Bank 1973 - 1977
Skills
Business Analysis, Business Requirements, Requirements Gathering, Testing, Project Management, Program Management, Project Portfolio..., Agile Project Management, E-Learning, User Acceptance Testing, User-centered Design, User Stories, Usability Testing, Lean Software..., Process Modeling, Context Diagrams, Use Case Analysis, Six Sigma, Software Estimation, Function Point Analysis, Data Modeling, IT Project Leadership, Organizational..., Onboarding, Change Management, Leadership Development, Information Technology, Kanban, Information Engineering, Functional Testing, Black Box Testing, Data Flow Diagraming, COTS, Lean Six Sigma Black..., Scrum, Agile & Waterfall..., Process Improvement
Education
Harvard Business School
Management Information Systems, General
Loyola Marymount University
MBA, Operations Research
University of Washington
BA, Business Administration
Ronald LeGaux's Union Bank Experience April 2005 - March 2007
Job Accounting professional
Industry Accounting
Experience
Saint Perpetua School August 2012 - Present
Kiddie Kampus Preschool June 2009 - May 2013
Union Bank April 2005 - March 2007
Union Bank August 2002 - August 2004
Union Bank August 2000 - August 2002
Bank of America August 1996 - August 2000
Education
Golden Gate University 2007 — 2008
Master of Business Administration, Accounting
California State University
Coursework; master's; Bachelor of Arts, business management; marketing, finance, and statistics; accounting; Psychology
Saint Perpetua School August 2012 - Present
Kiddie Kampus Preschool June 2009 - May 2013
Union Bank April 2005 - March 2007
Union Bank August 2002 - August 2004
Union Bank August 2000 - August 2002
Bank of America August 1996 - August 2000
Education
Golden Gate University 2007 — 2008
Master of Business Administration, Accounting
California State University
Coursework; master's; Bachelor of Arts, business management; marketing, finance, and statistics; accounting; Psychology
Susan Schaffer's Union Bank Experience June 2009 - Present
Job at Union Bank
Industry Financial Services
Experience
Union Bank June 2009 - Present
Wells Fargo Bank August 2007 - May 2009
Southern California Edison May 2007 - August 2007
Countrywide Bank 2006 - 2007
Skills
Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Fixed Income, Asset Managment, Commercial Banking, Counterparty Risk, Mortgage Banking, Energy Policy, Public Policy, Public Finance, Municipal Bonds, Project Finance, Bonds, Loans, Banking, Credit Scoring, Lines Of Credit, Letters of Credit, Derivatives, Due Diligence, Financial Modeling, Asset Management, Capital Markets, Portfolio Management, Mortgage Lending, Investment Banking, Securities, Trading, Basel II, Structured Finance, Analysis, Treasury Management, Commercial Lending
Education
Harvard Kennedy School of Government 1990 — 1991
MPA, business & government
University of California, Berkeley 1974 — 1978
BA, Economics
Union Bank June 2009 - Present
Wells Fargo Bank August 2007 - May 2009
Southern California Edison May 2007 - August 2007
Countrywide Bank 2006 - 2007
Skills
Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Fixed Income, Asset Managment, Commercial Banking, Counterparty Risk, Mortgage Banking, Energy Policy, Public Policy, Public Finance, Municipal Bonds, Project Finance, Bonds, Loans, Banking, Credit Scoring, Lines Of Credit, Letters of Credit, Derivatives, Due Diligence, Financial Modeling, Asset Management, Capital Markets, Portfolio Management, Mortgage Lending, Investment Banking, Securities, Trading, Basel II, Structured Finance, Analysis, Treasury Management, Commercial Lending
Education
Harvard Kennedy School of Government 1990 — 1991
MPA, business & government
University of California, Berkeley 1974 — 1978
BA, Economics
Bill Natcher's Union Bank Experience August 2009 - December 2009
Job Senior Director, Quantitative Analysis at KeyBank
Industry Financial Services
Experience
KeyBank July 2014 - Present
Cleveland State University January 2011 - Present
PNC January 2011 - July 2014
Union Bank August 2009 - December 2009
National City Corp 2008 - 2009
Deutsche Bank 2007 - 2007
National City Bank 2005 - 2007
Skills
Econometrics, Quantitative Analytics, Time Series Analysis, Microeconomics, Risk Management, Predictive Modeling, Analytics, ALM, Valuation, Stress Testing, Economics, Financial Modeling, Quantitative Finance, Banking
Education
Penn State University 1997 — 2001
Ph.D., Economics
University of Alaska Fairbanks 1994 — 1996
MS, Economics
Grove City College 1981 — 1985
BA, Economics
KeyBank July 2014 - Present
Cleveland State University January 2011 - Present
PNC January 2011 - July 2014
Union Bank August 2009 - December 2009
National City Corp 2008 - 2009
Deutsche Bank 2007 - 2007
National City Bank 2005 - 2007
Skills
Econometrics, Quantitative Analytics, Time Series Analysis, Microeconomics, Risk Management, Predictive Modeling, Analytics, ALM, Valuation, Stress Testing, Economics, Financial Modeling, Quantitative Finance, Banking
Education
Penn State University 1997 — 2001
Ph.D., Economics
University of Alaska Fairbanks 1994 — 1996
MS, Economics
Grove City College 1981 — 1985
BA, Economics
Connie Blackwood's Union Bank Experience VPBank of America1986 - 2000
Job vice pres at union bank
Industry Banking
Experience
union bank VPBank of America1986 - 2000
Education
Gettysburg College 1968 — 1972
BA, Political Science
union bank VPBank of America1986 - 2000
Education
Gettysburg College 1968 — 1972
BA, Political Science
Raza Kakar's Union Bank Experience July 2015 - Present
Job Managing Director, Portfolio Risk Management
Industry Financial Services
Experience
Union Bank July 2015 - Present
Union Bank July 2014 - July 2015
Epsilon June 2011 - July 2014
Encore Capital Group 2006 - December 2010
JP Morgan Chase 2001 - 2006
Netcentives 2000 - 2001
Washington Mutual, Inc. 2000 - 2001
Providian Financial 1998 - 1999
Bickel & Brewer 1997 - 1998
Skills
Financial Modeling, Mergers, Analytics, Valuation, Business Development, Corporate Finance, Financial Analysis, Management Consulting, Strategy, Business Analysis, Business Strategy, Data Analysis, Due Diligence, Start-ups, Business Intelligence, Portfolio Management, Product Management, Strategic Planning, Market Research, Data Warehousing, Marketing, Mergers & Acquisitions, Talent Management, Leadership, Competitive Analysis, Finance, Financial Services
Education
Harvard University 2011 — 2012
Masters, Finance
The University of Texas at Austin 1995 — 1997
BSBA, Accounting
Union Bank July 2015 - Present
Union Bank July 2014 - July 2015
Epsilon June 2011 - July 2014
Encore Capital Group 2006 - December 2010
JP Morgan Chase 2001 - 2006
Netcentives 2000 - 2001
Washington Mutual, Inc. 2000 - 2001
Providian Financial 1998 - 1999
Bickel & Brewer 1997 - 1998
Skills
Financial Modeling, Mergers, Analytics, Valuation, Business Development, Corporate Finance, Financial Analysis, Management Consulting, Strategy, Business Analysis, Business Strategy, Data Analysis, Due Diligence, Start-ups, Business Intelligence, Portfolio Management, Product Management, Strategic Planning, Market Research, Data Warehousing, Marketing, Mergers & Acquisitions, Talent Management, Leadership, Competitive Analysis, Finance, Financial Services
Education
Harvard University 2011 — 2012
Masters, Finance
The University of Texas at Austin 1995 — 1997
BSBA, Accounting
Daniel Fan's Union Bank Experience April 2013 - July 2014
Job SVP, Director of Wealth Planning at First Bank
Industry Financial Services
Experience
First Bank July 2014 - Present
Union Bank April 2013 - July 2014
Wells Fargo October 2009 - April 2013
Morgan Stanley Smith Barney June 2009 - October 2009
Citi Smith Barney October 2007 - June 2009
Transamerica February 2003 - October 2007
Skills
Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Life Insurance, Business Planning, Series 7, Wealth Management, Wealth Preservation..., Multi-generational..., Private Banking, Insurance Law, Irrevocable Life..., Premium Financing, Cash Flow, Strategic Financial..., Estate Planning, Asset Management, Financial Planners, High Net Worth...
Education
Golden Gate University, School of Law 1998 — 1999
LL.M., Taxation
Pepperdine University School of Law 1993 — 1997
JD
University of California, Los Angeles 1989 — 1993
BA, Political Science and Government
First Bank July 2014 - Present
Union Bank April 2013 - July 2014
Wells Fargo October 2009 - April 2013
Morgan Stanley Smith Barney June 2009 - October 2009
Citi Smith Barney October 2007 - June 2009
Transamerica February 2003 - October 2007
Skills
Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Life Insurance, Business Planning, Series 7, Wealth Management, Wealth Preservation..., Multi-generational..., Private Banking, Insurance Law, Irrevocable Life..., Premium Financing, Cash Flow, Strategic Financial..., Estate Planning, Asset Management, Financial Planners, High Net Worth...
Education
Golden Gate University, School of Law 1998 — 1999
LL.M., Taxation
Pepperdine University School of Law 1993 — 1997
JD
University of California, Los Angeles 1989 — 1993
BA, Political Science and Government
Andrew Tanenbaum's Union Bank Experience April 2011 - Present
Job Regional Trust Manager
Industry Banking
Experience
Union Bank April 2011 - Present
Skills
Wealth Management
Education
Golden Gate University, School of Law 1994 — 1995
LL.M(Tax), Estate and Gift Tax
Golden Gate University, School of Law 1990 — 1993
J.D.
University of California, Irvine 1986 — 1990
B.A, Political Science
Union Bank April 2011 - Present
Skills
Wealth Management
Education
Golden Gate University, School of Law 1994 — 1995
LL.M(Tax), Estate and Gift Tax
Golden Gate University, School of Law 1990 — 1993
J.D.
University of California, Irvine 1986 — 1990
B.A, Political Science
Deborah Baltazar-Moore's Union Bank Experience 1985 - April 1997
Job CSR at Argen Corporation
Industry Mining & Metals
Experience
Argen Corporation June 2001 - Present
Whole Foods Market April 1999 - June 2001
Union Bank 1985 - April 1997
Education
School of Healing Arts San Diego 1997 — 1997
Certified Massage Technician
Grossmont College 1983 — 1985
general education
Argen Corporation June 2001 - Present
Whole Foods Market April 1999 - June 2001
Union Bank 1985 - April 1997
Education
School of Healing Arts San Diego 1997 — 1997
Certified Massage Technician
Grossmont College 1983 — 1985
general education
Jacqueline Macias's Union Bank Experience August 2003 - September 2006
Job Firm Accountant at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs November 2014 - Present
Spott, Lucey & Wall, Inc. CPAs January 2010 - October 2014
Freelance October 2006 - December 2009
Freelance October 2006 - December 2009
SMS.ac / FanBox January 2009 - September 2009
Union Bank August 2003 - September 2006
Skills
Accounting, Tax, QuickBooks, Microsoft Excel, Income Tax, Tax Preparation, Financials, Finance, Accounts Receivable, Bookkeeping
Education
Golden Gate University 2010 — 2012
Accounting Certificate
University of California, San Diego
Management Science, Economics, Operations, Finance
Spott, Lucey & Wall, Inc. CPAs November 2014 - Present
Spott, Lucey & Wall, Inc. CPAs January 2010 - October 2014
Freelance October 2006 - December 2009
Freelance October 2006 - December 2009
SMS.ac / FanBox January 2009 - September 2009
Union Bank August 2003 - September 2006
Skills
Accounting, Tax, QuickBooks, Microsoft Excel, Income Tax, Tax Preparation, Financials, Finance, Accounts Receivable, Bookkeeping
Education
Golden Gate University 2010 — 2012
Accounting Certificate
University of California, San Diego
Management Science, Economics, Operations, Finance
Robert Wandling's Union Bank Experience October 2013 - Present
Job Chief Risk Officer Consumer Lending at Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Union Bank April 2011 - October 2013
Wells Fargo January 2009 - June 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
Wachovia, A Wells Fargo Company August 2003 - May 2006
Wachovia, A Wells Fargo Company March 2001 - August 2003
First Union October 1998 - March 2001
GE Capital 1995 - 1998
HSBC June 1988 - October 1995
Skills
Banking, Credit Risk, Risk Management, Credit, Financial Risk, Loans, Consumer Lending
Education
MBA Finance from SUNY Buffalo 1989 — 1991
Grinnell College 1984 — 1988
BA, Economics
Union Bank October 2013 - Present
Union Bank April 2011 - October 2013
Wells Fargo January 2009 - June 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
Wachovia, A Wells Fargo Company August 2003 - May 2006
Wachovia, A Wells Fargo Company March 2001 - August 2003
First Union October 1998 - March 2001
GE Capital 1995 - 1998
HSBC June 1988 - October 1995
Skills
Banking, Credit Risk, Risk Management, Credit, Financial Risk, Loans, Consumer Lending
Education
MBA Finance from SUNY Buffalo 1989 — 1991
Grinnell College 1984 — 1988
BA, Economics
Mel Iverson's Union Bank Experience November 2010 - Present
Job Business Systems Analyst IV AVP at Union Bank
Industry Financial Services
Experience
Union Bank November 2010 - Present
JPMorgan Chase March 2006 - Present
Skills
Banking, Credit Cards, Business Analysis, Risk Management, Credit, Financial Services, Visio, Business Objects, Business Requirements, Analysis, Business Process..., Business Intelligence
Education
Harvard University
Master of Liberal Arts, Information Technology (ALM-IT) – degree candidate
Dominican University of California
BA, International Business
Union Bank November 2010 - Present
JPMorgan Chase March 2006 - Present
Skills
Banking, Credit Cards, Business Analysis, Risk Management, Credit, Financial Services, Visio, Business Objects, Business Requirements, Analysis, Business Process..., Business Intelligence
Education
Harvard University
Master of Liberal Arts, Information Technology (ALM-IT) – degree candidate
Dominican University of California
BA, International Business
Norman Coker's Union Bank Experience 1975 - 1999
Job Senior Vice President at U.S. Bank
Industry Banking
Experience
US Bank November 2007 - Present
U. S. Bank 2007 - Present
BNY Capital Markets, Inc. August 1999 - June 2007
The Bank of New York/Mellon 1999 - 2007
Union Bank of California 1975 - 1999
Union Bank 1975 - 1999
Skills
Series 7, Commercial Lending, Credit Analysis, Capital Markets, Commercial Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Credit, Banking, Bonds, Fixed Income
Education
Harvard Business School 1973 — 1975
MBA
University of Virginia 1966 — 1970
B.A., History
US Bank November 2007 - Present
U. S. Bank 2007 - Present
BNY Capital Markets, Inc. August 1999 - June 2007
The Bank of New York/Mellon 1999 - 2007
Union Bank of California 1975 - 1999
Union Bank 1975 - 1999
Skills
Series 7, Commercial Lending, Credit Analysis, Capital Markets, Commercial Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Credit, Banking, Bonds, Fixed Income
Education
Harvard Business School 1973 — 1975
MBA
University of Virginia 1966 — 1970
B.A., History
George Yarborough's Union Bank Experience June 2010 - October 2012
Job Project Manager/Systems Analyst
Industry Information Technology and Services
Experience
Lakeland Regional Health-Florida April 2014 - Present
Union Bank June 2010 - October 2012
Norfolk Southern August 2006 - December 2008
Programmer Analyst September 2005 - August 2006
Skills
Systems Analysis, Project Management, Full SDLC, PMLC, Lawson HRIS, Lawson General Ledger, Crystal Reports, Mingle, Lawson v9 to v10..., Process Flow (IPA), Healthcare Information...
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1998
BBA, Computer Information Systems
Lakeland Regional Health-Florida April 2014 - Present
Union Bank June 2010 - October 2012
Norfolk Southern August 2006 - December 2008
Programmer Analyst September 2005 - August 2006
Skills
Systems Analysis, Project Management, Full SDLC, PMLC, Lawson HRIS, Lawson General Ledger, Crystal Reports, Mingle, Lawson v9 to v10..., Process Flow (IPA), Healthcare Information...
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1998
BBA, Computer Information Systems
Carianne Felix's Union Bank Experience January 1998 - January 2001
Job Business BankingVice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
BBVA Compass April 2007 - April 2012
Compass Bank January 2003 - April 2007
U.S. Bank January 2001 - April 2003
Union Bank January 1998 - January 2001
City National Bank January 1996 - January 1998
Skills
Retail Banking, Banking, Investments, Series 7, Series63, Educational Seminars, Training & Development, Venture Capital, Deposits, Employee Training, Loans, Mortgage Lending, Credit Analysis, Sales, Loan Origination, Consumer Lending, Mortgage Banking, Mergers & Acquisitions, Finance, Financial Services, Private Banking, Merchant Services, FHA, Refinance, Funding, Credit Risk, Credit Cards, Wealth Management, Risk Management, Mutual Funds, Real Estate Economics, Investment Advisory, Branch Management, Cross Selling, SBA, Treasury Management, Lines Of Credit, Commercial Mortgages, Portfolio Management, Small Business Lending, Credit, Commercial Banking, Small Business, Asset Based Lending, Underwriting, Residential Mortgages, Business Development, Relationship Management, Cash Management, Real Estate
Education
National University 1996 — 1998
Bachelor of Arts (B.A.), Behavioral Sciences
Grossmont College
Certificate in Business Management/Investment Management, Finance, General
UNLV
Financial, Finance and Dance
JPMorgan Chase July 2012 - Present
BBVA Compass April 2007 - April 2012
Compass Bank January 2003 - April 2007
U.S. Bank January 2001 - April 2003
Union Bank January 1998 - January 2001
City National Bank January 1996 - January 1998
Skills
Retail Banking, Banking, Investments, Series 7, Series63, Educational Seminars, Training & Development, Venture Capital, Deposits, Employee Training, Loans, Mortgage Lending, Credit Analysis, Sales, Loan Origination, Consumer Lending, Mortgage Banking, Mergers & Acquisitions, Finance, Financial Services, Private Banking, Merchant Services, FHA, Refinance, Funding, Credit Risk, Credit Cards, Wealth Management, Risk Management, Mutual Funds, Real Estate Economics, Investment Advisory, Branch Management, Cross Selling, SBA, Treasury Management, Lines Of Credit, Commercial Mortgages, Portfolio Management, Small Business Lending, Credit, Commercial Banking, Small Business, Asset Based Lending, Underwriting, Residential Mortgages, Business Development, Relationship Management, Cash Management, Real Estate
Education
National University 1996 — 1998
Bachelor of Arts (B.A.), Behavioral Sciences
Grossmont College
Certificate in Business Management/Investment Management, Finance, General
UNLV
Financial, Finance and Dance
Ann Cromie's Union Bank Experience 1985 - 1990
Job Independent Banking Professional
Industry Banking
Experience
Regions Bank 2002 - 2007
National Bank of the Redwoods 1992 - 1994
Golden Gate Bank 1989 - 1991
Union Bank 1985 - 1990
Education
Golden Gate University 1990 — 1992
Master's degree, Finance, General
Santa Clara University 1978 — 1982
Bachelor of Science (BSc), Management and Finance
Regions Bank 2002 - 2007
National Bank of the Redwoods 1992 - 1994
Golden Gate Bank 1989 - 1991
Union Bank 1985 - 1990
Education
Golden Gate University 1990 — 1992
Master's degree, Finance, General
Santa Clara University 1978 — 1982
Bachelor of Science (BSc), Management and Finance
Naresh Mehta's Union Bank Experience May 2012 - November 2012
Job Project Manager at Universal Studios Hollywood
Industry Financial Services
Experience
Universal Studios Hollywood February 2014 - June 2014
Corinthian Colleges, Inc. September 2013 - November 2013
Northgate Markets February 2013 - July 2013
Union Bank May 2012 - November 2012
OCTA July 2011 - April 2012
Transamerica October 2007 - November 2010
Transamerica October 2002 - September 2007
DB NETWORK TECHNOLOGIES (DBNT) November 1993 - February 2002
Skills
Negotiation, Agile, Integration, Budgeting, Systems Analysis, Software Project..., Timekeeping Application, Transit, Applications, Gap Analysis, Budgets, Product Lifecycle..., Agile Methodologies, SDLC, Project Management, Program Management, Public Transport, PMP, CRM, Business Process, Cross-functional Team..., Databases, Project Planning, Leadership, Analysis, Strategy, Quality Assurance, Data Warehousing, Business Analysis, SharePoint, Management, Risk Management, Vendor Management, Testing, Visio, Cloud Computing, MS Project, User Acceptance Testing, Business Intelligence, Project Portfolio..., Requirements Gathering
Education
Cleveland State University
Bachlor of Science, Information Technology
Georgia State University - J. Mack Robinson College of Business
MBA, Information Technology
Universal Studios Hollywood February 2014 - June 2014
Corinthian Colleges, Inc. September 2013 - November 2013
Northgate Markets February 2013 - July 2013
Union Bank May 2012 - November 2012
OCTA July 2011 - April 2012
Transamerica October 2007 - November 2010
Transamerica October 2002 - September 2007
DB NETWORK TECHNOLOGIES (DBNT) November 1993 - February 2002
Skills
Negotiation, Agile, Integration, Budgeting, Systems Analysis, Software Project..., Timekeeping Application, Transit, Applications, Gap Analysis, Budgets, Product Lifecycle..., Agile Methodologies, SDLC, Project Management, Program Management, Public Transport, PMP, CRM, Business Process, Cross-functional Team..., Databases, Project Planning, Leadership, Analysis, Strategy, Quality Assurance, Data Warehousing, Business Analysis, SharePoint, Management, Risk Management, Vendor Management, Testing, Visio, Cloud Computing, MS Project, User Acceptance Testing, Business Intelligence, Project Portfolio..., Requirements Gathering
Education
Cleveland State University
Bachlor of Science, Information Technology
Georgia State University - J. Mack Robinson College of Business
MBA, Information Technology
Sue Merritt's Union Bank Experience September 1963 - June 1975
Job owner at Country Travel
Industry Leisure, Travel & Tourism
Experience
Country Travel February 1993 - Present
V.H. LIDNER, M.D. January 1983 - February 1993
Union Bank September 1963 - June 1975
Skills
Travel Management, Cruises, Hotels, Leisure, Business Travel, Tourism, Tour Operators, Leisure Travel, Online Travel, Incentive Travel, Hospitality, Vacation, Hospitality Industry, Resorts, Honeymoons, Adventure Travel, Customer Service, Revenue Analysis, Incentives, Car Rental
Education
Mt. Miguel High School 1959 — 1963
Grossmont College
Country Travel February 1993 - Present
V.H. LIDNER, M.D. January 1983 - February 1993
Union Bank September 1963 - June 1975
Skills
Travel Management, Cruises, Hotels, Leisure, Business Travel, Tourism, Tour Operators, Leisure Travel, Online Travel, Incentive Travel, Hospitality, Vacation, Hospitality Industry, Resorts, Honeymoons, Adventure Travel, Customer Service, Revenue Analysis, Incentives, Car Rental
Education
Mt. Miguel High School 1959 — 1963
Grossmont College
A.D. Escher's Union Bank Experience November 1983 - November 1986
Job President at Escher Management
Industry Financial Services
Experience
Escher Management February 2005 - Present
Escher Management February 2005 - November 2011
Union Bank November 1983 - November 1986
Bank of America February 1967 - October 1983
Skills
Banking, Direct Marketing, Real Estate Investment, Real Estate Financing, Loan Structuring, Loans, Mortgage, Small Business, Investments, Commercial Lending, Asset Management, Home Equity Loans, Home Equity, Investors, Refinance, Executive Management, Property Management, Conventional, Real Estate
Education
University of Redlands 1979 — 1980
Bachelor of Science, Business Adm
Glendale Community College
Associate of Arts, 1967
Escher Management February 2005 - Present
Escher Management February 2005 - November 2011
Union Bank November 1983 - November 1986
Bank of America February 1967 - October 1983
Skills
Banking, Direct Marketing, Real Estate Investment, Real Estate Financing, Loan Structuring, Loans, Mortgage, Small Business, Investments, Commercial Lending, Asset Management, Home Equity Loans, Home Equity, Investors, Refinance, Executive Management, Property Management, Conventional, Real Estate
Education
University of Redlands 1979 — 1980
Bachelor of Science, Business Adm
Glendale Community College
Associate of Arts, 1967
John Mackey's Union Bank Experience 1996 - 1999
Job Regional Manager at Comerica Wealth an Institutional Management
Industry Investment Management
Experience
Comerica Wealth Management December 2007 - Present
Comerica Bank 2007 - 2012
Greater Bay Bank 2006 - 2007
WFB 1999 - 2006
Union Bank 1996 - 1999
First Interstate Bank 1986 - 1996
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Retail Banking, Private Banking, Portfolio Management, Banking, Credit, Wealth Management, Wealth Management..., Credit Analysis, Small Business Lending, Investment Advisory, Asset Based Lending, Loans, Mortgage Lending, Treasury Management
Education
Golden Gate University 1990 — 1994
Master of Business Administration (MBA), Finance, General
Comerica Wealth Management December 2007 - Present
Comerica Bank 2007 - 2012
Greater Bay Bank 2006 - 2007
WFB 1999 - 2006
Union Bank 1996 - 1999
First Interstate Bank 1986 - 1996
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Retail Banking, Private Banking, Portfolio Management, Banking, Credit, Wealth Management, Wealth Management..., Credit Analysis, Small Business Lending, Investment Advisory, Asset Based Lending, Loans, Mortgage Lending, Treasury Management
Education
Golden Gate University 1990 — 1994
Master of Business Administration (MBA), Finance, General
Amanda Orlando, CMCA's Union Bank Experience April 2007 - Present
Job Vice President and Regional Account Executive
Industry Banking
Experience
Union Bank April 2007 - Present
Bankers Systems 1991 - 2006
Education
Grove City College
BA, Business
Union Bank April 2007 - Present
Bankers Systems 1991 - 2006
Education
Grove City College
BA, Business
Brian Dinges's Union Bank Experience December 2001 - December 2013
Job Financial Services professional seeking a new role and immediately available
Industry Financial Services
Experience
Union Bank December 2001 - December 2013
Advanced Commercial Banking Systems, a division of Alltel Information Services Inc. April 2000 - December 2001
ALLTEL Information Services Inc. May 1998 - April 2000
First Pacific National Bank May 1996 - May 1998
Alltel Information Services Inc. 1991 - 1996
Valle De Oro Bank N.A. 1989 - 1991
Skills
Customer Relations, Customer Service, Strategic Planning, Word, Risk Management, Business Relationship..., Banking Relationships, Vendor Relations, Customer Retention, Business Analysis, Quality Assurance, Software Quality..., Operations Management, Data Mining, Treasury Management, Management, Banking, Commercial Banking, Relationship Management
Education
California Intermediate Banking School 1990 — 1991
Management/Leadership, Banking/Finance
Grossmont College 1982 — 1984
General Education and Business Administration
Union Bank December 2001 - December 2013
Advanced Commercial Banking Systems, a division of Alltel Information Services Inc. April 2000 - December 2001
ALLTEL Information Services Inc. May 1998 - April 2000
First Pacific National Bank May 1996 - May 1998
Alltel Information Services Inc. 1991 - 1996
Valle De Oro Bank N.A. 1989 - 1991
Skills
Customer Relations, Customer Service, Strategic Planning, Word, Risk Management, Business Relationship..., Banking Relationships, Vendor Relations, Customer Retention, Business Analysis, Quality Assurance, Software Quality..., Operations Management, Data Mining, Treasury Management, Management, Banking, Commercial Banking, Relationship Management
Education
California Intermediate Banking School 1990 — 1991
Management/Leadership, Banking/Finance
Grossmont College 1982 — 1984
General Education and Business Administration
William Grace's Union Bank Experience January 2011 - April 2012
Job Financial Service Professional
Industry Financial Services
Experience
Kaspick & Company April 2012 - October 2012
Union Bank January 2011 - April 2012
SCM Advisors LLC May 2005 - August 2010
RCM / Bank of New York-Mellon May 1999 - May 2005
AIM (formally GT Global) February 1996 - February 1999
Skills
Equities, Fixed Income, Account Reconciliation, Bloomberg, Accounting, Portfolio Management, Mutual Funds, Banking, Securities, Cash Management
Education
Grambling State University
B.S., Accounting
Kaspick & Company April 2012 - October 2012
Union Bank January 2011 - April 2012
SCM Advisors LLC May 2005 - August 2010
RCM / Bank of New York-Mellon May 1999 - May 2005
AIM (formally GT Global) February 1996 - February 1999
Skills
Equities, Fixed Income, Account Reconciliation, Bloomberg, Accounting, Portfolio Management, Mutual Funds, Banking, Securities, Cash Management
Education
Grambling State University
B.S., Accounting
Laura Babitt's Union Bank Experience 2012 - 2013
Job Accounting and Finance Specialist
Industry Accounting
Experience
Babitt Consulting October 2011 - Present
Union Bank 2012 - 2013
Tapjoy 2012 - 2012
Tissue Banks International 2012 - 2012
f'real foods 2011 - 2011
CENTRAL GARDEN & PET 2008 - 2010
WESTAFF INC. 2007 - 2008
Safeway Inc 2006 - 2007
PROMAX NUTRITION INC April 2004 - September 2005
INTERACTIVE DATA CORPORATION 2001 - 2004
Skills
Accounting, Bookkeeping, Financial Reporting, Tax Returns, Auditing, QuickBooks, Financial Accounting, Account Reconciliation, General Ledger, Internal Controls, US GAAP, Strategic Planning, Team Building, Sarbanes-Oxley Act, Cost Accounting, Budgets, Finance, Managerial Finance, Financial Statements
Education
Hampton University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Babitt Consulting October 2011 - Present
Union Bank 2012 - 2013
Tapjoy 2012 - 2012
Tissue Banks International 2012 - 2012
f'real foods 2011 - 2011
CENTRAL GARDEN & PET 2008 - 2010
WESTAFF INC. 2007 - 2008
Safeway Inc 2006 - 2007
PROMAX NUTRITION INC April 2004 - September 2005
INTERACTIVE DATA CORPORATION 2001 - 2004
Skills
Accounting, Bookkeeping, Financial Reporting, Tax Returns, Auditing, QuickBooks, Financial Accounting, Account Reconciliation, General Ledger, Internal Controls, US GAAP, Strategic Planning, Team Building, Sarbanes-Oxley Act, Cost Accounting, Budgets, Finance, Managerial Finance, Financial Statements
Education
Hampton University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Jayson Pena's Union Bank Experience December 2010 - July 2014
Job OCSG Supervisor II at Union Bank
Industry Banking
Experience
MUFG Americas July 2014 - Present
Union Bank December 2010 - July 2014
Union Bank April 2008 - December 2010
Skills
Retail Banking, Banking, Loans, Cross Selling, Small Business Lending, Credit Analysis, Relationship Management, Branch Banking, Call Centers, Commercial Lending, Mortgage Lending, Credit Cards, Lines Of Credit, Customer Service, Credit Risk, Risk Management, Deposits, Leadership, Microsoft Word, PowerPoint, Microsoft Office
Education
Heald College-Concord 2001 — 2003
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Ygnacio Valley High School- Concord, CA 1996 — 2000
MUFG Americas July 2014 - Present
Union Bank December 2010 - July 2014
Union Bank April 2008 - December 2010
Skills
Retail Banking, Banking, Loans, Cross Selling, Small Business Lending, Credit Analysis, Relationship Management, Branch Banking, Call Centers, Commercial Lending, Mortgage Lending, Credit Cards, Lines Of Credit, Customer Service, Credit Risk, Risk Management, Deposits, Leadership, Microsoft Word, PowerPoint, Microsoft Office
Education
Heald College-Concord 2001 — 2003
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Ygnacio Valley High School- Concord, CA 1996 — 2000
Henry Park's Union Bank Experience 1999 - 2006
Job Owner, Energy Power Partners
Industry Venture Capital & Private Equity
Experience
Energy Power Partners October 2008 - Present
Unionbancal Equities 1999 - 2008
Union Bank 1999 - 2006
Credit Suisse 1990 - 1999
Skills
Project Finance, Financial Structuring, Structured Finance, Divestitures, Corporate Development, Restructuring, Emerging Markets, Due Diligence, Cleantech, Valuation, Joint Ventures, Renewable Energy, Financial Analysis, Venture Capital, Corporate Finance, Private Equity, Energy, Financial Modeling, Capital Markets, Mergers & Acquisitions
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1983 — 1985
MBA
Harvard Business School
Exec Education
The Johns Hopkins University
Energy Power Partners October 2008 - Present
Unionbancal Equities 1999 - 2008
Union Bank 1999 - 2006
Credit Suisse 1990 - 1999
Skills
Project Finance, Financial Structuring, Structured Finance, Divestitures, Corporate Development, Restructuring, Emerging Markets, Due Diligence, Cleantech, Valuation, Joint Ventures, Renewable Energy, Financial Analysis, Venture Capital, Corporate Finance, Private Equity, Energy, Financial Modeling, Capital Markets, Mergers & Acquisitions
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1983 — 1985
MBA
Harvard Business School
Exec Education
The Johns Hopkins University
Lu Li's Union Bank Experience May 2013 - August 2013
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Union Bank May 2013 - August 2013
taobao November 2010 - January 2011
China Merchants Bank July 2010 - August 2010
Beijing Municipal Bureau of Statistics February 2010 - March 2010
Skills
Matlab, Derivatives, C++, R, Quantitative Finance, SQL, SPSS, Microsoft Office, Bloomberg, SAS, Python, Statistical Modeling, Statistical Data..., Machine Learning, Data Mining, KDB+, VBA, Java
Education
Georgia Institute of Technology 2012 — 2013
Master's degree, Statistics
Georgia Institute of Technology 2011 — 2013
Master's degree, Quantitative and Computational Finance
Renmin University of China 2007 — 2011
Bachelor's degree, Statistics
Deutsche Bank May 2014 - Present
Union Bank May 2013 - August 2013
taobao November 2010 - January 2011
China Merchants Bank July 2010 - August 2010
Beijing Municipal Bureau of Statistics February 2010 - March 2010
Skills
Matlab, Derivatives, C++, R, Quantitative Finance, SQL, SPSS, Microsoft Office, Bloomberg, SAS, Python, Statistical Modeling, Statistical Data..., Machine Learning, Data Mining, KDB+, VBA, Java
Education
Georgia Institute of Technology 2012 — 2013
Master's degree, Statistics
Georgia Institute of Technology 2011 — 2013
Master's degree, Quantitative and Computational Finance
Renmin University of China 2007 — 2011
Bachelor's degree, Statistics
Richard Kijewski's Union Bank Experience July 2013 - Present
Job Owner / Principal at The Metanoia Group, LLC
Industry Professional Training & Coaching
Experience
Union Bank July 2013 - Present
Chi Rho Consulting & Management Inc January 2007 - Present
The Metanoia Group, LLC January 2011 - Present
Wells Fargo Bank October 2008 - April 2013
Adler Learning-USA May 2011 - September 2012
MS Franks & Company, Inc. February 2000 - December 2006
Wells Fargo February 2000 - August 2003
American Express September 1998 - January 2000
Home Savings of America May 1997 - August 1998
First Interstate Bank of Arizona January 1984 - May 1997
Skills
Team Building, Leadership, Business Process..., Coaching, Management, Project Management, Strategic Planning, Conflict Resolution, Management Development, Leadership Development, Organizational..., Workshop Facilitation, Public Speaking, Business Analysis, Change Management, Process Improvement, Mergers & Acquisitions, Program Management, Training, Business Coaching, Personal Development, Consulting
Education
Graduate Theological Foundation
Master, Theology
Grand Canyon University
BA, Management and Leadership
Union Bank July 2013 - Present
Chi Rho Consulting & Management Inc January 2007 - Present
The Metanoia Group, LLC January 2011 - Present
Wells Fargo Bank October 2008 - April 2013
Adler Learning-USA May 2011 - September 2012
MS Franks & Company, Inc. February 2000 - December 2006
Wells Fargo February 2000 - August 2003
American Express September 1998 - January 2000
Home Savings of America May 1997 - August 1998
First Interstate Bank of Arizona January 1984 - May 1997
Skills
Team Building, Leadership, Business Process..., Coaching, Management, Project Management, Strategic Planning, Conflict Resolution, Management Development, Leadership Development, Organizational..., Workshop Facilitation, Public Speaking, Business Analysis, Change Management, Process Improvement, Mergers & Acquisitions, Program Management, Training, Business Coaching, Personal Development, Consulting
Education
Graduate Theological Foundation
Master, Theology
Grand Canyon University
BA, Management and Leadership
Natela Vardanyan's Union Bank Experience 2009 - Present
Job Branch Service Specialist
Industry Banking
Experience
Union Bank 2009 - Present
Banco Popular de Puerto Rico 2007 - 2009
Bank of America 1997 - 2007
Skills
Management, Leadership, Microsoft Office, Process Improvement, Financial Analysis, Microsoft Word, Business Analysis, Operations Management, Portfolio Management, Finance, Sales Management, Teamwork, Program Management, Time Management
Education
Glendale Career College 1997 — 1999
Associate Certificate, Computerized Junior Accounting
Herbert Hoover High school
Diploma, General Studies
Union Bank 2009 - Present
Banco Popular de Puerto Rico 2007 - 2009
Bank of America 1997 - 2007
Skills
Management, Leadership, Microsoft Office, Process Improvement, Financial Analysis, Microsoft Word, Business Analysis, Operations Management, Portfolio Management, Finance, Sales Management, Teamwork, Program Management, Time Management
Education
Glendale Career College 1997 — 1999
Associate Certificate, Computerized Junior Accounting
Herbert Hoover High school
Diploma, General Studies
Teresa Toyorada's Union Bank Experience October 2010 - October 2011
Job
Industry Banking
Experience
Gateway Bank October 2011 - Present
Union Bank October 2010 - October 2011
First Republic Bank December 2008 - July 2010
US Postal Inspection Service September 2007 - April 2008
Bank of America April 2004 - March 2007
Bank of America September 1996 - April 2004
Education
Heald College 2002 — 2004
Associate in Applied Science Degree
Gateway Bank October 2011 - Present
Union Bank October 2010 - October 2011
First Republic Bank December 2008 - July 2010
US Postal Inspection Service September 2007 - April 2008
Bank of America April 2004 - March 2007
Bank of America September 1996 - April 2004
Education
Heald College 2002 — 2004
Associate in Applied Science Degree
Vivian Williams's Union Bank Experience August 2006 - December 2010
Job Vice President & Sr. Employee Relations Specialist at M&T Bank
Industry Human Resources
Experience
M&T Bank February 2012 - Present
Employee Relations & HR Consulting January 2011 - January 2012
Union Bank August 2006 - December 2010
The Walt Disney Company -- Disneyland Resort August 2005 - June 2006
The Walt Disney Company -- Disneyland Resort May 2000 - August 2005
Seyfarth Shaw October 1997 - December 1999
Sonnenschein Nath & Rosenthal June 1996 - October 1997
Graham & James October 1993 - June 1996
Skills
Banking, Onboarding
Education
Harvard University
B.A., Sociology
New York University School of Law
J.D.
M&T Bank February 2012 - Present
Employee Relations & HR Consulting January 2011 - January 2012
Union Bank August 2006 - December 2010
The Walt Disney Company -- Disneyland Resort August 2005 - June 2006
The Walt Disney Company -- Disneyland Resort May 2000 - August 2005
Seyfarth Shaw October 1997 - December 1999
Sonnenschein Nath & Rosenthal June 1996 - October 1997
Graham & James October 1993 - June 1996
Skills
Banking, Onboarding
Education
Harvard University
B.A., Sociology
New York University School of Law
J.D.
Yoshie Kanta's Union Bank Experience September 2011 - June 2014
Job Managing Director MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank July 2014 - Present
Union Bank September 2011 - June 2014
Mitsubishi UFJ Financial Group, Inc. June 2008 - September 2011
Mitsubishi UFJ Securities December 2004 - June 2008
Skills
Banking, Portfolio Management, Loans, Credit Risk, Financial Analysis, Risk Management, Corporate Finance, Capital Markets, Financial Modeling
Education
Kennedy School of Government, Harvard University 2001 — 2002
Public Administration, Master of Public Administration (MPA)
Hult International Business School 2000 — 2001
Management, Master of Science
MUFG Union Bank July 2014 - Present
Union Bank September 2011 - June 2014
Mitsubishi UFJ Financial Group, Inc. June 2008 - September 2011
Mitsubishi UFJ Securities December 2004 - June 2008
Skills
Banking, Portfolio Management, Loans, Credit Risk, Financial Analysis, Risk Management, Corporate Finance, Capital Markets, Financial Modeling
Education
Kennedy School of Government, Harvard University 2001 — 2002
Public Administration, Master of Public Administration (MPA)
Hult International Business School 2000 — 2001
Management, Master of Science
Claude Organ's Union Bank Experience
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank
Skills
Management Consulting, Budgets, Commercial Lending, Project Management, Commercial Banking, Credit Analysis, Banking, Credit, Loan Origination, Commercial Mortgages, Loans, Microsoft Excel, Financial Analysis, Risk Management, Real Estate, Financial Risk, Customer Service, Credit Risk, Small Business Lending, Lines Of Credit, Management, Accounting, Treasury Management, Process Improvement, Portfolio Management, Underwriting, Consumer Lending, Asset Based Lending, Cash Management, Finance, Mortgage Banking, Financial Services, Mergers & Acquisitions, Investments, Mortgage Lending, Strategic Financial..., Residential Mortgages, Refinance, Executive Management, Financial Modeling, Real Estate Financing, Relationship Management, Asset Management, Due Diligence, Corporate Finance, Loss Mitigation, Wealth Management, Private Equity, Investment Banking, Real Estate Economics
Education
Harvard Business School 1976 — 1978
MBA
Stanford University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Union Bank
Skills
Management Consulting, Budgets, Commercial Lending, Project Management, Commercial Banking, Credit Analysis, Banking, Credit, Loan Origination, Commercial Mortgages, Loans, Microsoft Excel, Financial Analysis, Risk Management, Real Estate, Financial Risk, Customer Service, Credit Risk, Small Business Lending, Lines Of Credit, Management, Accounting, Treasury Management, Process Improvement, Portfolio Management, Underwriting, Consumer Lending, Asset Based Lending, Cash Management, Finance, Mortgage Banking, Financial Services, Mergers & Acquisitions, Investments, Mortgage Lending, Strategic Financial..., Residential Mortgages, Refinance, Executive Management, Financial Modeling, Real Estate Financing, Relationship Management, Asset Management, Due Diligence, Corporate Finance, Loss Mitigation, Wealth Management, Private Equity, Investment Banking, Real Estate Economics
Education
Harvard Business School 1976 — 1978
MBA
Stanford University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Brian Murillo's Union Bank Experience June 2008 - October 2014
Job Escrow Assistant at Inyo Mono Title
Industry Banking
Experience
Inyo Mono Title October 2014 - Present
Union Bank June 2008 - October 2014
Mammoth Mountain Ski Area November 2004 - April 2008
Skills
Customer Service, Banking
Education
University of Phoenix 2012 — 2014
Grossmont College
Inyo Mono Title October 2014 - Present
Union Bank June 2008 - October 2014
Mammoth Mountain Ski Area November 2004 - April 2008
Skills
Customer Service, Banking
Education
University of Phoenix 2012 — 2014
Grossmont College
Ruth Humber's Union Bank Experience October 1998 - May 2013
Job V/P, Manager at Union Bank
Industry Banking
Experience
Bank Manager September 2013 - Present
Union Bank October 1998 - May 2013
Coast Federal Bank July 1973 - October 1998
Skills
Management, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Team Leadership, Budgets, Employee Training, Fundraising, Nonprofits, Office Management, Quality Management, Loan Origination, Highly Organized &..., Lines Of Credit, Building High..., New Business Development, Mortgage Lending, Consumer Lending, Branch Banking
Education
Hartnell College
Institute of Financial Education
Distinguished, Banking
Bank Manager September 2013 - Present
Union Bank October 1998 - May 2013
Coast Federal Bank July 1973 - October 1998
Skills
Management, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Team Leadership, Budgets, Employee Training, Fundraising, Nonprofits, Office Management, Quality Management, Loan Origination, Highly Organized &..., Lines Of Credit, Building High..., New Business Development, Mortgage Lending, Consumer Lending, Branch Banking
Education
Hartnell College
Institute of Financial Education
Distinguished, Banking
Summer Shields's Union Bank Experience August 1995 - Present
Job
Industry
Experience
Union Bank August 1995 - Present
Education
Grossmont College
General
Union Bank August 1995 - Present
Education
Grossmont College
General