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
Jamie Choy Jamie Choy's Union Bank Experience April 2010 - December 2010
Job Project Manager at Signature Development Group, Inc.
Industry Real Estate
Experience
Signature Development Group, Inc. February 2011 - Present
Related California January 2011 - May 2011
Union Bank April 2010 - December 2010
The John Stewart Company October 2007 - July 2009
Gryphon Construction, Ltd. September 2005 - May 2007
Habitat for Humanity - New York City August 2004 - August 2005
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Real Estate
McGill University 2000 — 2004
B.A., International Development Studies
Lowell High School 1996 — 2000
Signature Development Group, Inc. February 2011 - Present
Related California January 2011 - May 2011
Union Bank April 2010 - December 2010
The John Stewart Company October 2007 - July 2009
Gryphon Construction, Ltd. September 2005 - May 2007
Habitat for Humanity - New York City August 2004 - August 2005
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Real Estate
McGill University 2000 — 2004
B.A., International Development Studies
Lowell High School 1996 — 2000
Billy Fairclough Billy Fairclough's Union Bank Experience December 2014 - Present
Job Client Service Officer Union Bank
Industry Financial Services
Experience
Union Bank December 2014 - Present
Union Bank September 2013 - December 2014
Marketing Werks May 2012 - October 2012
Blue Keel LLC November 2009 - March 2012
Skills
Strategy, Digital Marketing, Management, Lead Generation, Social Media Marketing, Business Development
Education
Marquette University
Economics
Union Bank December 2014 - Present
Union Bank September 2013 - December 2014
Marketing Werks May 2012 - October 2012
Blue Keel LLC November 2009 - March 2012
Skills
Strategy, Digital Marketing, Management, Lead Generation, Social Media Marketing, Business Development
Education
Marquette University
Economics
Diana Fisk Diana Fisk's Union Bank Experience November 2000 - April 2007
Job Senior Vice President at BBVA Compass Bank
Industry Banking
Experience
BBVA Compass March 2014 - Present
U.S. Bank July 2012 - March 2014
Citi April 2007 - July 2012
Union Bank November 2000 - April 2007
Skills
Finance, Treasury Management, Asset Based Lending, Management, Lines Of Credit, Commercial Banking, Portfolio Management, Credit Analysis, Bonds, Commercial Lending, Derivatives, Wealth Management, Banking, M & A experience, Corporate Finance, Cash Flow Lending, Government &..., Healthcare Financing, Auto Dealer Flooring..., Franchise Lending, Commercial Real Estate..., Real Estate, Healthcare, Mergers & Acquisitions
Education
USC 1983 — 1985
Master of Business Administration (MBA), Finance, General
Marymount Manhattan College 1975 — 1979
Bachelor of Arts (B.A.), Mathematics
BBVA Compass March 2014 - Present
U.S. Bank July 2012 - March 2014
Citi April 2007 - July 2012
Union Bank November 2000 - April 2007
Skills
Finance, Treasury Management, Asset Based Lending, Management, Lines Of Credit, Commercial Banking, Portfolio Management, Credit Analysis, Bonds, Commercial Lending, Derivatives, Wealth Management, Banking, M & A experience, Corporate Finance, Cash Flow Lending, Government &..., Healthcare Financing, Auto Dealer Flooring..., Franchise Lending, Commercial Real Estate..., Real Estate, Healthcare, Mergers & Acquisitions
Education
USC 1983 — 1985
Master of Business Administration (MBA), Finance, General
Marymount Manhattan College 1975 — 1979
Bachelor of Arts (B.A.), Mathematics
Marjorie Donovan Marjorie Donovan's Union Bank Experience September 1987 - January 1989
Job Owner, Marjorie's Quick Notary Service
Industry Consumer Services
Experience
Marjorie's Quick Notary Service April 2014 - Present
Clovis Unified School District 1999 - 2005
Union Bank September 1987 - January 1989
EF Hutton & Company (Morgan Stanley Smith Barney) May 1985 - August 1987
EF Hutton & Company (Morgan Stanley Smith Barney) August 1983 - May 1985
Skills
Time Management, Public Speaking, Training, Nonprofits, Social Networking, Accounts Payable, Fundraising, Software Documentation, Accounting, Sales, Customer Service, Event Planning, Team Building, Non-profits, Marketing, Social Media, Retirement, Strategic Planning
Education
Loyola Marymount University 1979 — 1983
Bachelor's degree, History
St. Hilary's
Marjorie's Quick Notary Service April 2014 - Present
Clovis Unified School District 1999 - 2005
Union Bank September 1987 - January 1989
EF Hutton & Company (Morgan Stanley Smith Barney) May 1985 - August 1987
EF Hutton & Company (Morgan Stanley Smith Barney) August 1983 - May 1985
Skills
Time Management, Public Speaking, Training, Nonprofits, Social Networking, Accounts Payable, Fundraising, Software Documentation, Accounting, Sales, Customer Service, Event Planning, Team Building, Non-profits, Marketing, Social Media, Retirement, Strategic Planning
Education
Loyola Marymount University 1979 — 1983
Bachelor's degree, History
St. Hilary's
Babak Shahali Babak Shahali's Union Bank Experience October 2014 - Present
Job Project Manager / Data Analyst at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Warner Bros. Entertainment Group of Companies March 2014 - September 2014
RBC March 2013 - March 2014
CIBC December 2011 - February 2013
Sunlife May 2010 - November 2011
Hyundai Canada January 2009 - March 2010
TD Canada Trust February 2007 - December 2008
XM Radio, Washington DC October 2005 - January 2007
Pepsi Bottling Group January 2005 - December 2006
Skills
Business Process, Requirements Gathering, Oracle, Data Warehousing, Databases, SQL, Testing, SAP, Analysis, CRM, Business Requirements
Education
Hyperion 2005 — 2005
Certification, Hyperion Essbase 6
Sheridan College 2005 — 2005
Diploma, Enterprise Database Managment
Sheridan College 2005 — 2005
Diploma, Oracle Certified Professional (OCP)
McMaster University 1998 — 2002
Bachelor of Science (B.Sc.), Computer Science
Union Bank October 2014 - Present
Warner Bros. Entertainment Group of Companies March 2014 - September 2014
RBC March 2013 - March 2014
CIBC December 2011 - February 2013
Sunlife May 2010 - November 2011
Hyundai Canada January 2009 - March 2010
TD Canada Trust February 2007 - December 2008
XM Radio, Washington DC October 2005 - January 2007
Pepsi Bottling Group January 2005 - December 2006
Skills
Business Process, Requirements Gathering, Oracle, Data Warehousing, Databases, SQL, Testing, SAP, Analysis, CRM, Business Requirements
Education
Hyperion 2005 — 2005
Certification, Hyperion Essbase 6
Sheridan College 2005 — 2005
Diploma, Enterprise Database Managment
Sheridan College 2005 — 2005
Diploma, Oracle Certified Professional (OCP)
McMaster University 1998 — 2002
Bachelor of Science (B.Sc.), Computer Science
Wendell New Wendell New's Union Bank Experience October 2011 - May 2013
Job Porttfolio Manager Specializing in Franchise
Industry Financial Services
Experience
Popular Community Bank February 2014 - November 2014
California Business Bank July 2013 - January 2014
Union Bank October 2011 - May 2013
Skills
Commercial Banking, Banking, Retail Banking, Credit, Loans, Portfolio Management, Cash Management, Financial Services, Core Banking, Commercial Lending, Small Business Lending, Branch Banking, Financial Analysis, Risk Management, Lines Of Credit
Education
Loyola Marymount University 2000 — 2002
EMBA, Managing the 21st Century Organization
Westmont College 1976 — 1980
BA, Business Administration and Economics
Popular Community Bank February 2014 - November 2014
California Business Bank July 2013 - January 2014
Union Bank October 2011 - May 2013
Skills
Commercial Banking, Banking, Retail Banking, Credit, Loans, Portfolio Management, Cash Management, Financial Services, Core Banking, Commercial Lending, Small Business Lending, Branch Banking, Financial Analysis, Risk Management, Lines Of Credit
Education
Loyola Marymount University 2000 — 2002
EMBA, Managing the 21st Century Organization
Westmont College 1976 — 1980
BA, Business Administration and Economics
Jennifer Sherrill Jennifer Sherrill's Union Bank Experience April 2013 - July 2014
Job Due Dilligence Investigator I at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank February 2015 - June 2015
First Republic Bank July 2014 - February 2015
Union Bank April 2013 - July 2014
Union Bank April 2010 - April 2013
Wells Fargo January 2007 - July 2009
Skills
Bank Secrecy Act, Customer Service, CTR, Banking, Retail Banking, Call Centers, Credit Analysis, Cross Selling, Microsoft Word, Microsoft Excel, PowerPoint, AML, FinCEN, Investigation, System Testing
Education
Laney College 2012 — 2015
General Education, Criminal Justice and Corrections
First Republic Bank June 2015 - Present
First Republic Bank February 2015 - June 2015
First Republic Bank July 2014 - February 2015
Union Bank April 2013 - July 2014
Union Bank April 2010 - April 2013
Wells Fargo January 2007 - July 2009
Skills
Bank Secrecy Act, Customer Service, CTR, Banking, Retail Banking, Call Centers, Credit Analysis, Cross Selling, Microsoft Word, Microsoft Excel, PowerPoint, AML, FinCEN, Investigation, System Testing
Education
Laney College 2012 — 2015
General Education, Criminal Justice and Corrections
Sean Kiel Sean Kiel's Union Bank Experience October 2013 - Present
Job ATM Project Manager at Union Bank
Industry Information Technology and Services
Experience
Union Bank October 2013 - Present
Union Bank September 2009 - November 2012
Union Bank March 2005 - September 2009
Union Bank June 1998 - March 2005
Emcon March 1989 - May 1998
Skills
Computer Hardware, Network Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Software Installation, Project Management, Computer Repair, Disaster Recovery, Troubleshooting, Technical Support, Windows Server, Help Desk Support, Integration, Customer Service, IT Management, SharePoint, Process Improvement, Vendor Management, ITIL, Change Management, Systems Analysis, System Testing, Windows 2000, Mergers & Acquisitions, Training, Servers, System Administration, Networking, Information Technology, Testing, Management, Visio, Leadership, Project Planning, System Deployment, Hardware, Security, Operating Systems, Active Directory, IT Operations, Business Analysis, Software Documentation, Windows, SDLC, Data Center, IT Service Management, Requirements Analysis
Education
John Burroughs High School 1979 — 1982
Los Angeles Valley College
Union Bank October 2013 - Present
Union Bank September 2009 - November 2012
Union Bank March 2005 - September 2009
Union Bank June 1998 - March 2005
Emcon March 1989 - May 1998
Skills
Computer Hardware, Network Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Software Installation, Project Management, Computer Repair, Disaster Recovery, Troubleshooting, Technical Support, Windows Server, Help Desk Support, Integration, Customer Service, IT Management, SharePoint, Process Improvement, Vendor Management, ITIL, Change Management, Systems Analysis, System Testing, Windows 2000, Mergers & Acquisitions, Training, Servers, System Administration, Networking, Information Technology, Testing, Management, Visio, Leadership, Project Planning, System Deployment, Hardware, Security, Operating Systems, Active Directory, IT Operations, Business Analysis, Software Documentation, Windows, SDLC, Data Center, IT Service Management, Requirements Analysis
Education
John Burroughs High School 1979 — 1982
Los Angeles Valley College
Sean Klein Sean Klein's Union Bank Experience May 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Union Bank May 2015 - Present
PIMCO December 2012 - May 2015
Kamakura Corporation September 2008 - December 2012
National Bureau of Economic Research January 2008 - September 2008
Skills
Statistical Modeling, Portfolio Management, R, Econometrics, Statistics, Risk Management, SAS, Quantitative Finance, Data Analysis, Quantitative Analytics, Stata, Economics, Capital Markets, ALM, Credit Risk, Banking, Financial Markets, Basel II, Market Risk, Derivatives, Valuation, Financial Risk, Finance, Financial Modeling, Fixed Income, Analytics, Bloomberg
Education
Massachusetts Institute of Technology 2005 — 2010
Ph.D., Economics
Union Bank May 2015 - Present
PIMCO December 2012 - May 2015
Kamakura Corporation September 2008 - December 2012
National Bureau of Economic Research January 2008 - September 2008
Skills
Statistical Modeling, Portfolio Management, R, Econometrics, Statistics, Risk Management, SAS, Quantitative Finance, Data Analysis, Quantitative Analytics, Stata, Economics, Capital Markets, ALM, Credit Risk, Banking, Financial Markets, Basel II, Market Risk, Derivatives, Valuation, Financial Risk, Finance, Financial Modeling, Fixed Income, Analytics, Bloomberg
Education
Massachusetts Institute of Technology 2005 — 2010
Ph.D., Economics
Thomas Marks, MBA, CTP Thomas Marks, MBA, CTP's Union Bank Experience July 1997 - June 2006
Job Vice President and Relationship Manager at Washington Federal
Industry Banking
Experience
Washington Federal April 2014 - Present
Clackamas Service Center August 2014 - Present
Friends of the Columbia Gorge October 2011 - Present
Draper and Kramer January 2011 - May 2014
Columbia Community Bank May 2012 - September 2013
Banner Bank November 2011 - May 2012
US Bank June 2006 - October 2010
Union Bank July 1997 - June 2006
US Bank October 1994 - June 1997
Norwest Bank Minnesota, N.A. June 1992 - May 1994
Skills
Treasury Management, Portfolio Management, Financial Analysis, Credit Analysis, Credit, Client Development, Relationship Management, Building Relationships, Business Development, Loans, Financial Services, Commercial Banking, Finance, Financial Modeling, Investments, Underwriting, Cash Management
Education
University of Michigan 1990 — 1992
MBA, Finance and Accounting
Macalester College 1983 — 1987
BA, Psychology
University of Chicago High School 1979 — 1982
Washington Federal April 2014 - Present
Clackamas Service Center August 2014 - Present
Friends of the Columbia Gorge October 2011 - Present
Draper and Kramer January 2011 - May 2014
Columbia Community Bank May 2012 - September 2013
Banner Bank November 2011 - May 2012
US Bank June 2006 - October 2010
Union Bank July 1997 - June 2006
US Bank October 1994 - June 1997
Norwest Bank Minnesota, N.A. June 1992 - May 1994
Skills
Treasury Management, Portfolio Management, Financial Analysis, Credit Analysis, Credit, Client Development, Relationship Management, Building Relationships, Business Development, Loans, Financial Services, Commercial Banking, Finance, Financial Modeling, Investments, Underwriting, Cash Management
Education
University of Michigan 1990 — 1992
MBA, Finance and Accounting
Macalester College 1983 — 1987
BA, Psychology
University of Chicago High School 1979 — 1982
Yury Adamov Yury Adamov's Union Bank Experience August 2011 - August 2013
Job Financial Analyst M&A
Industry Banking
Experience
Union Bank August 2011 - August 2013
Riordan Programs Alumni Association July 2011 - January 2013
Riordan Programs Fellow October 2010 - May 2011
Price Waterhouse Coopers September 2008 - November 2010
UCLA Law Fellows 2007 - 2008
Skills
Russian, Armenian, Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis, Non-profits, Accounting, Auditing, Finance, Valuation, Strategic Planning, Corporate Finance, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel, Project Management, Analytics, Research, PowerPoint, Business Analysis, Strategy, Forecasting, Strategic Financial..., Leadership, Nonprofits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Digital Innovation Information Systems
Loyola Marymount University, College of Business Administration 2004 — 2008
Bachelor in the Science of Accounting, Accounting
Oxford University 2007 — 2007
Economics and Political Science
Union Bank August 2011 - August 2013
Riordan Programs Alumni Association July 2011 - January 2013
Riordan Programs Fellow October 2010 - May 2011
Price Waterhouse Coopers September 2008 - November 2010
UCLA Law Fellows 2007 - 2008
Skills
Russian, Armenian, Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis, Non-profits, Accounting, Auditing, Finance, Valuation, Strategic Planning, Corporate Finance, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel, Project Management, Analytics, Research, PowerPoint, Business Analysis, Strategy, Forecasting, Strategic Financial..., Leadership, Nonprofits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Digital Innovation Information Systems
Loyola Marymount University, College of Business Administration 2004 — 2008
Bachelor in the Science of Accounting, Accounting
Oxford University 2007 — 2007
Economics and Political Science
Noushin Yeganeh, PMP Noushin Yeganeh, PMP's Union Bank Experience 2009 - 2013
Job Technical Project Solution Manager at Bank of America
Industry Information Technology and Services
Experience
LA Care June 2014 - Present
Bank of America 2013 - 2014
Union Bank 2009 - 2013
Health Net 2002 - 2009
UCLA Medical Center June 2001 - December 2001
Skills
SDLC, Business Analysis, PMP, Requirements Analysis, PMO, Process Improvement, Vendor Management, Visio, Software Project..., Project Portfolio..., Requirements Gathering, Project Management, Systems Analysis, Quality Assurance, MS Project, Databases, Business Process, IT Management, Strategy, Cross-functional Team..., Data Warehousing, DB2, Disaster Recovery, User Acceptance Testing, Project Delivery, Training, Software Development, Security, Leadership, Software Documentation, SharePoint, Business Intelligence, Integration, Business Requirements, Business Process..., Resource Management, Team Leadership, Enterprise Architecture, Change Management, Agile Methodologies, Program Management, ITIL, Quality Center, IT Strategy, Test Planning, Testing, Oracle, Information Technology, Management, Agile Project Management
Education
UCLA 2001 — 2001
Project Management, Project Management Certificate
Loyola University Chicago 1978 — 1982
B.S, Math and Computer Science
LA Care June 2014 - Present
Bank of America 2013 - 2014
Union Bank 2009 - 2013
Health Net 2002 - 2009
UCLA Medical Center June 2001 - December 2001
Skills
SDLC, Business Analysis, PMP, Requirements Analysis, PMO, Process Improvement, Vendor Management, Visio, Software Project..., Project Portfolio..., Requirements Gathering, Project Management, Systems Analysis, Quality Assurance, MS Project, Databases, Business Process, IT Management, Strategy, Cross-functional Team..., Data Warehousing, DB2, Disaster Recovery, User Acceptance Testing, Project Delivery, Training, Software Development, Security, Leadership, Software Documentation, SharePoint, Business Intelligence, Integration, Business Requirements, Business Process..., Resource Management, Team Leadership, Enterprise Architecture, Change Management, Agile Methodologies, Program Management, ITIL, Quality Center, IT Strategy, Test Planning, Testing, Oracle, Information Technology, Management, Agile Project Management
Education
UCLA 2001 — 2001
Project Management, Project Management Certificate
Loyola University Chicago 1978 — 1982
B.S, Math and Computer Science
Grace Fengyi Wang Grace Fengyi Wang's Union Bank Experience July 2013 - Present
Job Finance Manager at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
Northern Trust March 2008 - July 2013
Northern Trust March 2005 - March 2008
Bank of America 2004 - 2005
Bank of America 2002 - 2004
Skills
Investment Performance, GIPS Compliance, Investment Risk..., Asset Allocation, Equity and Fixed Income..., Private Equity Analytics, Product Development, Manager Search, Manager Evaluation, Investment Program..., Derivatives, Fund Accounting, Global Custody, Cognos, Hyperion Financial..., Microsoft Excel, PowerPoint, Credit Analysis, FP&A, Finance
Education
Lehigh University 2000 — 2002
MBA in Finance
Shanghai University of Finance and Economics
Union Bank July 2013 - Present
Northern Trust March 2008 - July 2013
Northern Trust March 2005 - March 2008
Bank of America 2004 - 2005
Bank of America 2002 - 2004
Skills
Investment Performance, GIPS Compliance, Investment Risk..., Asset Allocation, Equity and Fixed Income..., Private Equity Analytics, Product Development, Manager Search, Manager Evaluation, Investment Program..., Derivatives, Fund Accounting, Global Custody, Cognos, Hyperion Financial..., Microsoft Excel, PowerPoint, Credit Analysis, FP&A, Finance
Education
Lehigh University 2000 — 2002
MBA in Finance
Shanghai University of Finance and Economics
Ryan Elliott Ryan Elliott's Union Bank Experience February 2012 - January 2014
Job Manager Advisory Services at KPMG
Industry Banking
Experience
KPMG June 2014 - Present
Charles Schwab January 2014 - June 2014
Union Bank February 2012 - January 2014
Union Bank August 2010 - July 2012
Raytheon September 2006 - August 2010
Saatchi & Saatchi May 2005 - December 2005
Skills
Cash Flow, Risk, Risk Management, Compliance, Budgeting, Variances, Financial Reporting, Financial Forecasting, Financial Analysis, Budgets, Analysis, Financial Risk, Portfolio Management, Management, Variance Analysis
Education
Loyola Marymount University, College of Business Administration 2008 — 2010
MBA, International Business Systems
University of Arizona 2001 — 2005
BA, Business, History
SMHS
KPMG June 2014 - Present
Charles Schwab January 2014 - June 2014
Union Bank February 2012 - January 2014
Union Bank August 2010 - July 2012
Raytheon September 2006 - August 2010
Saatchi & Saatchi May 2005 - December 2005
Skills
Cash Flow, Risk, Risk Management, Compliance, Budgeting, Variances, Financial Reporting, Financial Forecasting, Financial Analysis, Budgets, Analysis, Financial Risk, Portfolio Management, Management, Variance Analysis
Education
Loyola Marymount University, College of Business Administration 2008 — 2010
MBA, International Business Systems
University of Arizona 2001 — 2005
BA, Business, History
SMHS
Brian Farnam's Union Bank Experience June 2012 - September 2013
Job VP Branch Manager with Strategic Leadership and Business Development Expertise
Industry Banking
Experience
California State University San Marcos May 2015 - Present
City National Bank September 2013 - Present
Mystic Point Homeowners Association October 2007 - Present
Union Bank June 2012 - September 2013
City of Carlsbad February 2012 - April 2012
Union Bank October 2010 - November 2011
JPMorgan Chase Bank December 2006 - September 2010
Wells Fargo Bank August 2004 - November 2006
Pepperdine University 2002 - 2003
OPMET Institute 1995 - 2001
Skills
Connector, Sales Management, Branch Management, Innovator, Small Business..., Small Business Lending, Treasury Management, Business Relationship..., Business Networking, C&I Lending, Coaching, Process Improvement, Team Building, Performance Management, Banking, Portfolio Management, SBA, Human Resources, Industrial Relations, Strategic Partnerships, Business Development, Loans, Credit, Commercial Mortgages, Mortgage Lending, Management, Financial Services, New Business Development, Commercial Banking, Credit Analysis, Leadership, Loan Origination, Underwriting, Sales, Commercial Lending, Relationship Management, Consumer Lending, Strategic Planning, Sales Operations, Training, Lines Of Credit, Strategy, Employee Benefits, Change Management, Finance, Executive Management, Risk Management, Cross Selling, Cash Management, Team Management
Education
Pepperdine University 2002 — 2003
Master of Arts, Psychology
McGill University 1984 — 1989
Bachelor of Arts, Industrial Relations
California State University San Marcos May 2015 - Present
City National Bank September 2013 - Present
Mystic Point Homeowners Association October 2007 - Present
Union Bank June 2012 - September 2013
City of Carlsbad February 2012 - April 2012
Union Bank October 2010 - November 2011
JPMorgan Chase Bank December 2006 - September 2010
Wells Fargo Bank August 2004 - November 2006
Pepperdine University 2002 - 2003
OPMET Institute 1995 - 2001
Skills
Connector, Sales Management, Branch Management, Innovator, Small Business..., Small Business Lending, Treasury Management, Business Relationship..., Business Networking, C&I Lending, Coaching, Process Improvement, Team Building, Performance Management, Banking, Portfolio Management, SBA, Human Resources, Industrial Relations, Strategic Partnerships, Business Development, Loans, Credit, Commercial Mortgages, Mortgage Lending, Management, Financial Services, New Business Development, Commercial Banking, Credit Analysis, Leadership, Loan Origination, Underwriting, Sales, Commercial Lending, Relationship Management, Consumer Lending, Strategic Planning, Sales Operations, Training, Lines Of Credit, Strategy, Employee Benefits, Change Management, Finance, Executive Management, Risk Management, Cross Selling, Cash Management, Team Management
Education
Pepperdine University 2002 — 2003
Master of Arts, Psychology
McGill University 1984 — 1989
Bachelor of Arts, Industrial Relations
Jack Webster Jack Webster's Union Bank Experience April 1973 - April 1992
Job Managing Director at OliverMcMillan
Industry Real Estate
Experience
OliverMcMillan April 1992 - Present
Bank of America April 2001 - February 2010
Union Bank April 1973 - April 1992
Skills
30 years experience in..., Experience in loans of..., Expert Witness in 30...
Education
Beaumont High School, Beaumont, TX
Lamar University
Bachelor of Business Administration (BBA), Management
OliverMcMillan April 1992 - Present
Bank of America April 2001 - February 2010
Union Bank April 1973 - April 1992
Skills
30 years experience in..., Experience in loans of..., Expert Witness in 30...
Education
Beaumont High School, Beaumont, TX
Lamar University
Bachelor of Business Administration (BBA), Management
mayu sasabe mayu sasabe's Union Bank Experience August 2014 - Present
Job Strategic Planning at Union Bank
Industry Banking
Experience
Union Bank August 2014 - Present
The Boston Consulting Group August 2013 - August 2013
McKinsey & Company June 2013 - August 2013
Citi April 2007 - June 2012
Skills
Project Management, Business Strategy, Strategic Planning, Management Consulting, Operational Efficiency
Education
MIT Sloan School of Management 2012 — 2014
Enterprise Management Track, Master of Business Administration (MBA)(GPA: 4.3)
The University of Tokyo 2003 — 2007
Law, Bachelor's degree
Union Bank August 2014 - Present
The Boston Consulting Group August 2013 - August 2013
McKinsey & Company June 2013 - August 2013
Citi April 2007 - June 2012
Skills
Project Management, Business Strategy, Strategic Planning, Management Consulting, Operational Efficiency
Education
MIT Sloan School of Management 2012 — 2014
Enterprise Management Track, Master of Business Administration (MBA)(GPA: 4.3)
The University of Tokyo 2003 — 2007
Law, Bachelor's degree
Donald Mole Donald Mole's Union Bank Experience September 2001 - January 2004
Job Chief Investment Officer at Pearson Financial Group
Industry Investment Management
Experience
Pearson Financial Group February 2004 - Present
Union Bank September 2001 - January 2004
Pearson Financial Group April 2000 - August 2001
Windermere Investment Associates March 1997 - April 2000
The Laughlin Group January 1996 - February 1997
Thomson Financial June 1994 - December 1996
Thomson Financial January 1993 - May 1994
Thomson Financial September 1989 - December 1992
Fidelity Investments June 1986 - September 1989
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Capital Markets, Wealth Management, Bloomberg, Valuation, Financial Modeling, Mutual Funds, Bonds
Education
Northeastern University 1988 — 1994
PhD, Economics
Miami University 1982 — 1983
Master's degree, Economics
Le Moyne College 1977 — 1981
Bachelor's degree, Economics
Pearson Financial Group February 2004 - Present
Union Bank September 2001 - January 2004
Pearson Financial Group April 2000 - August 2001
Windermere Investment Associates March 1997 - April 2000
The Laughlin Group January 1996 - February 1997
Thomson Financial June 1994 - December 1996
Thomson Financial January 1993 - May 1994
Thomson Financial September 1989 - December 1992
Fidelity Investments June 1986 - September 1989
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Capital Markets, Wealth Management, Bloomberg, Valuation, Financial Modeling, Mutual Funds, Bonds
Education
Northeastern University 1988 — 1994
PhD, Economics
Miami University 1982 — 1983
Master's degree, Economics
Le Moyne College 1977 — 1981
Bachelor's degree, Economics
Jennifer Cunnington Jennifer Cunnington's Union Bank Experience January 2015 - Present
Job Sr. Mortgage Consultant/AVP
Industry Banking
Experience
Union Bank January 2015 - Present
HomeStreet Bank December 2012 - 2014
Alpine Mortgage May 2011 - December 2012
Sunset Mortgage Company August 2010 - May 2011
Equity Home Mortgage, LLC August 2007 - August 2010
Pacific Residential Mortgage June 2006 - August 2007
Lime Financial July 2005 - June 2006
Meritage Mortgage 2002 - 2005
Wilshire Credit Corporation 1993 - 1999
Skills
Mortgage, Loans, First Time Home Buyers, Customer Service, Funding, Mortgage Lending, FHA, VA, USDA, Conventional, Credit, Refinance, Mortgage Banking, Customer Relations, Sales Management, Purchase, Residential, Negotiation, Strategic Planning, Investment Properties, Financial Analysis, Loan Origination, Compliance, Mortgage Industry, Real Estate, Public Speaking, Problem Solving, Underwriting, Budgeting, Banking, Mortgage Planning, VA loans, Risk Management, Contract Negotiation, Account Management, Fundraising, Research, Social Media, Residential Homes, REO, Residential Mortgages, FHA financing, Government Loans, Construction Loans, Management, Real Estate Financing, Credit Analysis, Budgets, Certified Mortgage..., Short Sales
Education
Marylhurst University
BA, Communications
Portland State University
Graduate Certificate of Project Management, Project Management
Union Bank January 2015 - Present
HomeStreet Bank December 2012 - 2014
Alpine Mortgage May 2011 - December 2012
Sunset Mortgage Company August 2010 - May 2011
Equity Home Mortgage, LLC August 2007 - August 2010
Pacific Residential Mortgage June 2006 - August 2007
Lime Financial July 2005 - June 2006
Meritage Mortgage 2002 - 2005
Wilshire Credit Corporation 1993 - 1999
Skills
Mortgage, Loans, First Time Home Buyers, Customer Service, Funding, Mortgage Lending, FHA, VA, USDA, Conventional, Credit, Refinance, Mortgage Banking, Customer Relations, Sales Management, Purchase, Residential, Negotiation, Strategic Planning, Investment Properties, Financial Analysis, Loan Origination, Compliance, Mortgage Industry, Real Estate, Public Speaking, Problem Solving, Underwriting, Budgeting, Banking, Mortgage Planning, VA loans, Risk Management, Contract Negotiation, Account Management, Fundraising, Research, Social Media, Residential Homes, REO, Residential Mortgages, FHA financing, Government Loans, Construction Loans, Management, Real Estate Financing, Credit Analysis, Budgets, Certified Mortgage..., Short Sales
Education
Marylhurst University
BA, Communications
Portland State University
Graduate Certificate of Project Management, Project Management
Daria Capolongo's Union Bank Experience January 2005 - August 2014
Job Vice President, Cash Management Sales Compliance, Specialized Lending Servicing and Trust at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2014 - Present
Union Bank January 2005 - August 2014
PSW3 Financial Services January 1989 - May 2001
Visa 1989 - 2001
Skills
Bank Secrecy Act, AML, Commercial Banking, Small Business Lending, Financial Risk, KYC, Risk Assessment, Private Investigations, USA PATRIOT Act, OFAC, Treasury Management, Operational Risk..., Banking, Commercial Lending, Private Banking, Cash Management, Loans, Lines Of Credit, Retail Banking, Project Management, Business Analysis, Strategic Planning, Employee Training, Executive Management..., Contract Negotiation, BSA/AML Training, OCC Audit
Education
ACAMS Certification 2007 — 2007
ACAMS Certification, BSA/AML RIsk Management, ACAMS Certification
Loyola University New Orleans
Bachelor of Music, Voice and Opera
Wells Fargo Bank August 2014 - Present
Union Bank January 2005 - August 2014
PSW3 Financial Services January 1989 - May 2001
Visa 1989 - 2001
Skills
Bank Secrecy Act, AML, Commercial Banking, Small Business Lending, Financial Risk, KYC, Risk Assessment, Private Investigations, USA PATRIOT Act, OFAC, Treasury Management, Operational Risk..., Banking, Commercial Lending, Private Banking, Cash Management, Loans, Lines Of Credit, Retail Banking, Project Management, Business Analysis, Strategic Planning, Employee Training, Executive Management..., Contract Negotiation, BSA/AML Training, OCC Audit
Education
ACAMS Certification 2007 — 2007
ACAMS Certification, BSA/AML RIsk Management, ACAMS Certification
Loyola University New Orleans
Bachelor of Music, Voice and Opera
Greg Kirland Greg Kirland's Union Bank Experience March 1997 - February 2012
Job Director, Trust Operations & Specialty Services at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank September 2014 - Present
US Bank September 2012 - March 2014
Union Bank March 1997 - February 2012
Aon Hewitt January 1994 - November 1995
Skills
Relationship Management, Financial Services, Mergers & Acquisitions, Strategic Planning, Project Management, Problem Solving, Qualified Retirement..., Institutional Sales, Risk Management, Taft-Hartley, Team Leadership, Building Relationships, 401k, Banking, Pensions, Asset Management, Coaching, Mutual Funds, Financial Analysis, Management, Investments, Finance
Education
Loyola Marymount University 1988 — 1992
Bachelor of Arts in Communications
MUFG Union Bank September 2014 - Present
US Bank September 2012 - March 2014
Union Bank March 1997 - February 2012
Aon Hewitt January 1994 - November 1995
Skills
Relationship Management, Financial Services, Mergers & Acquisitions, Strategic Planning, Project Management, Problem Solving, Qualified Retirement..., Institutional Sales, Risk Management, Taft-Hartley, Team Leadership, Building Relationships, 401k, Banking, Pensions, Asset Management, Coaching, Mutual Funds, Financial Analysis, Management, Investments, Finance
Education
Loyola Marymount University 1988 — 1992
Bachelor of Arts in Communications
Greg Char's Union Bank Experience March 2001 - May 2011
Job Vice President Senior Business Analyst at The Bank of Tokyo Mitsubishi UFJ
Industry Banking
Experience
MUFG Americas January 2012 - Present
Bank of Tokyo-Mitsubishi UFJ June 2011 - January 2012
Union Bank, NA January 2008 - May 2011
Union Bank March 2001 - May 2011
Bank of America June 1993 - October 2000
Skills
Strategy, Policy, Analysis, Risk Management, Banking, Strategic Planning, Core Banking, Process Improvement, Financial Services, Operational Risk..., Commercial Banking, Change Management, Compliance, Management
Education
Loyola Marymount University 1987 — 1991
Bachelor's, English, Classical Civilizations, Choral Music
Punahou School 1981 — 1987
MUFG Americas January 2012 - Present
Bank of Tokyo-Mitsubishi UFJ June 2011 - January 2012
Union Bank, NA January 2008 - May 2011
Union Bank March 2001 - May 2011
Bank of America June 1993 - October 2000
Skills
Strategy, Policy, Analysis, Risk Management, Banking, Strategic Planning, Core Banking, Process Improvement, Financial Services, Operational Risk..., Commercial Banking, Change Management, Compliance, Management
Education
Loyola Marymount University 1987 — 1991
Bachelor's, English, Classical Civilizations, Choral Music
Punahou School 1981 — 1987
Jim Mullany's Union Bank Experience 1979 - 1981
Job Managing Director at Salem Partners LLC
Industry Investment Banking
Experience
Salem Partners LLC January 1999 - Present
Houlihan Lokey Howard & Zukin January 1992 - October 1998
Think Entertainment 1988 - 1991
Wells Fargo Bank 1981 - 1988
Union Bank 1979 - 1981
Citibank 1972 - 1979
Skills
Corporate Finance, Financial Modeling, Due Diligence, Film Finance, Leveraged Finance, Financial Analysis, Business Strategy, Business Development, Television, Start-ups, Business Valuation, Entertainment, Equities, Strategy, Strategic Partnerships, Media & Entertainment, Finance, Video Production, Financial Risk
Education
University at Albany, SUNY 1970 — 1972
MBA
Le Moyne College 1966 — 1970
BA
Regis High School 1962 — 1966
Salem Partners LLC January 1999 - Present
Houlihan Lokey Howard & Zukin January 1992 - October 1998
Think Entertainment 1988 - 1991
Wells Fargo Bank 1981 - 1988
Union Bank 1979 - 1981
Citibank 1972 - 1979
Skills
Corporate Finance, Financial Modeling, Due Diligence, Film Finance, Leveraged Finance, Financial Analysis, Business Strategy, Business Development, Television, Start-ups, Business Valuation, Entertainment, Equities, Strategy, Strategic Partnerships, Media & Entertainment, Finance, Video Production, Financial Risk
Education
University at Albany, SUNY 1970 — 1972
MBA
Le Moyne College 1966 — 1970
BA
Regis High School 1962 — 1966
Ginger Sotelo Ginger Sotelo's Union Bank Experience June 1993 - June 1997
Job Partner at Pahl & McCay
Industry Law Practice
Experience
Pahl & McCay October 2002 - Present
Burriss & Monahan November 2000 - September 2002
Union Bank June 1993 - June 1997
Skills
Legal Research, Litigation, Civil Litigation, Commercial Litigation, Corporate Law, Intellectual Property, Real Estate, Trials, Trademarks, Real Estate Transactions, Business Litigation, Employment Law, Arbitration, Legal Writing, Banking, Mediation, Motions, Contract Negotiation, Trade Secrets, Lease Negotiations
Education
Loyola Law School, Los Angeles 1997 — 2000
JD, Law
San Jose State University 1992 — 1997
BS, Business Administration (Finance)
Pahl & McCay October 2002 - Present
Burriss & Monahan November 2000 - September 2002
Union Bank June 1993 - June 1997
Skills
Legal Research, Litigation, Civil Litigation, Commercial Litigation, Corporate Law, Intellectual Property, Real Estate, Trials, Trademarks, Real Estate Transactions, Business Litigation, Employment Law, Arbitration, Legal Writing, Banking, Mediation, Motions, Contract Negotiation, Trade Secrets, Lease Negotiations
Education
Loyola Law School, Los Angeles 1997 — 2000
JD, Law
San Jose State University 1992 — 1997
BS, Business Administration (Finance)
Richard Swartz Richard Swartz's Union Bank Experience October 2006 - Present
Job Senior Vice President Unit Manager at Union Bank of California
Industry Banking
Experience
Union Bank October 2006 - Present
Bank of the West November 1994 - October 2006
Skills
Banking, Cash Management, ACH, Commercial Banking, Treasury Management
Education
Kutztown University of Pennsylvania 1975 — 1979
Union Bank October 2006 - Present
Bank of the West November 1994 - October 2006
Skills
Banking, Cash Management, ACH, Commercial Banking, Treasury Management
Education
Kutztown University of Pennsylvania 1975 — 1979
Sidney Kopperl Sidney Kopperl's Union Bank Experience 1998 - 2001
Job Chief Operating Officer at Cellantenna Corp
Industry Telecommunications
Experience
CellAntenna Corp. January 2008 - Present
Leadership Broward May 2013 - 2014
LendingOne January 2002 - December 2006
Union Bank 1998 - 2001
Capital Bank 1986 - 1999
Coral Springs Chamber of Commerce January 1995 - January 1998
SouthTrust Bank 1996 - 1998
The Jewish Federation 1995 - 1998
Capital Bank 1986 - 1998
Capital Bank 1986 - 1998
Skills
Loans, LTE, Wireless, Negotiation, Sales Management, Mortgage Lending, WiFi, Telecommunications, Operations Management, Team Building, Strategic Planning, Financial Analysis, Vendor Management, Customer Service, Executive Management, Cellular Communications, Start-ups, Process Improvement, Strategic Partnerships, Mergers & Acquisitions, Leadership, Management
Education
Williams College 1977 — 1980
Graduate School of Credit and Financial Management
University of Hartford 1972 — 1974
M B A, Management
LIU Brooklyn 1965 — 1969
B S, Political Science
CellAntenna Corp. January 2008 - Present
Leadership Broward May 2013 - 2014
LendingOne January 2002 - December 2006
Union Bank 1998 - 2001
Capital Bank 1986 - 1999
Coral Springs Chamber of Commerce January 1995 - January 1998
SouthTrust Bank 1996 - 1998
The Jewish Federation 1995 - 1998
Capital Bank 1986 - 1998
Capital Bank 1986 - 1998
Skills
Loans, LTE, Wireless, Negotiation, Sales Management, Mortgage Lending, WiFi, Telecommunications, Operations Management, Team Building, Strategic Planning, Financial Analysis, Vendor Management, Customer Service, Executive Management, Cellular Communications, Start-ups, Process Improvement, Strategic Partnerships, Mergers & Acquisitions, Leadership, Management
Education
Williams College 1977 — 1980
Graduate School of Credit and Financial Management
University of Hartford 1972 — 1974
M B A, Management
LIU Brooklyn 1965 — 1969
B S, Political Science
Andrew Lichucki's Union Bank Experience 2012 - 2013
Job Senior Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank 2012 - 2013
Principal Financial Group July 2010 - July 2012
Capital One March 2009 - February 2010
Capital One Financial July 1999 - June 2008
Capital One, N.A. 2007 - 2008
U.S. Navy May 1995 - July 1999
Skills
Cross-functional Team..., Project Management, Program Management, Project Portfolio..., Leadership, Strategy, Process Improvement, Vendor Management, Management, Integration, Project Planning, Business Analysis, Consulting, Budgets
Education
University of Oklahoma 1997 — 1999
MA
Marquette University 1991 — 1995
MA
Union Bank 2012 - 2013
Principal Financial Group July 2010 - July 2012
Capital One March 2009 - February 2010
Capital One Financial July 1999 - June 2008
Capital One, N.A. 2007 - 2008
U.S. Navy May 1995 - July 1999
Skills
Cross-functional Team..., Project Management, Program Management, Project Portfolio..., Leadership, Strategy, Process Improvement, Vendor Management, Management, Integration, Project Planning, Business Analysis, Consulting, Budgets
Education
University of Oklahoma 1997 — 1999
MA
Marquette University 1991 — 1995
MA
Whitney Fry Whitney Fry's Union Bank Experience December 2014 - Present
Job Vice President, Retail eCommerce and Mobile Banking technology at Union Bank
Industry Banking
Experience
Union Bank December 2014 - Present
Bank of America February 2013 - December 2014
Bank of America October 2011 - January 2013
Bank of America July 2008 - October 2011
Skills
Banking, Process Improvement, Project Management, Product Development, Business Strategy, Process Design, Associate Development, COBIT
Education
Longwood University 2000 — 2004
Bachelor of Business Administration (BBA), Management, Economics and Spanish
Tucker
Union Bank December 2014 - Present
Bank of America February 2013 - December 2014
Bank of America October 2011 - January 2013
Bank of America July 2008 - October 2011
Skills
Banking, Process Improvement, Project Management, Product Development, Business Strategy, Process Design, Associate Development, COBIT
Education
Longwood University 2000 — 2004
Bachelor of Business Administration (BBA), Management, Economics and Spanish
Tucker
Adam Hollinger Adam Hollinger's Union Bank Experience September 2013 - November 2014
Job Best customer experience and amazing rates.
Industry Financial Services
Experience
Bank of America March 2015 - Present
Wells Fargo Home Mortgage November 2014 - March 2015
Union Bank September 2013 - November 2014
PennyMac October 2010 - June 2013
Skills
Refinance, Mortgage Lending, Sales, Loans, FHA, Portfolio Management, Credit, Mortgage Banking, Loan Origination, Banking, Residential Mortgages, FHA financing, Mortgage Servicing, VA loans, Risk Management, Finance, Investment Properties, Underwriting, Mortgage Underwriting, Real Estate, Government Loans, Certified Mortgage...
Education
Loyola Marymount University
Bank of America March 2015 - Present
Wells Fargo Home Mortgage November 2014 - March 2015
Union Bank September 2013 - November 2014
PennyMac October 2010 - June 2013
Skills
Refinance, Mortgage Lending, Sales, Loans, FHA, Portfolio Management, Credit, Mortgage Banking, Loan Origination, Banking, Residential Mortgages, FHA financing, Mortgage Servicing, VA loans, Risk Management, Finance, Investment Properties, Underwriting, Mortgage Underwriting, Real Estate, Government Loans, Certified Mortgage...
Education
Loyola Marymount University
Nathan Morgan Nathan Morgan's Union Bank Experience March 2015 - April 2015
Job Landscape Design Apprentice at Drip Drop Irrigation and Landscaping
Industry Consumer Services
Experience
Drip Drop Irrigation and Landscaping May 2015 - Present
Union Bank March 2015 - April 2015
Hertz January 2014 - March 2014
Advantage Sales & Marketing August 2013 - September 2013
QED Systems, Inc. October 2012 - January 2013
Oggi's Pizza & Brewing Co. November 2010 - February 2011
Long Beach Rowing Association June 2008 - August 2008
Skills
Account Management, Customer Relationship..., Microsoft Word, Microsoft Excel, Microsoft Office, Accounts Receivable, Cash Receipts, Office Administration, Purchase Orders, Physical Inventory, Inventory Analysis, Inventory Accuracy, Cash Register, Social Entrepreneurship, Music, Philanthropy, Customer Service, Service Delivery, Sports Coaching, Public Relations, Marketing for Small..., Social Media, Microsoft Project, Facebook, PowerPoint, Advertising, Leadership, Marketing Strategy
Education
University of California, San Diego 2008 — 2013
BA, Economics & Business, Senior
Long Beach City College 2009 — 2009
Macroeconomic Analysis, Economics
Drip Drop Irrigation and Landscaping May 2015 - Present
Union Bank March 2015 - April 2015
Hertz January 2014 - March 2014
Advantage Sales & Marketing August 2013 - September 2013
QED Systems, Inc. October 2012 - January 2013
Oggi's Pizza & Brewing Co. November 2010 - February 2011
Long Beach Rowing Association June 2008 - August 2008
Skills
Account Management, Customer Relationship..., Microsoft Word, Microsoft Excel, Microsoft Office, Accounts Receivable, Cash Receipts, Office Administration, Purchase Orders, Physical Inventory, Inventory Analysis, Inventory Accuracy, Cash Register, Social Entrepreneurship, Music, Philanthropy, Customer Service, Service Delivery, Sports Coaching, Public Relations, Marketing for Small..., Social Media, Microsoft Project, Facebook, PowerPoint, Advertising, Leadership, Marketing Strategy
Education
University of California, San Diego 2008 — 2013
BA, Economics & Business, Senior
Long Beach City College 2009 — 2009
Macroeconomic Analysis, Economics
Venky Pai, MBA, PMP Venky Pai, MBA, PMP's Union Bank Experience June 2012 - August 2012
Job IT Project Manager at State Auto Insurance
Industry Information Technology and Services
Experience
State Auto Insurance August 2014 - Present
Nationwide Insurance September 2013 - August 2014
Nationwide Insurance January 2013 - September 2013
Union Bank June 2012 - August 2012
Honeywell July 2007 - August 2011
Honeywell June 2005 - June 2007
Honeywell October 2002 - May 2005
BPL Telecom June 2001 - August 2001
Skills
Project Management, Capital Budgeting, Quality Management, Six Sigma, Product Management, Lean Management, SDLC, Program Management, Data Analysis, Aerospace, C, C++, CMMI, Risk Management, DO-178B, MATLAB, Simulink, Software Development, Verification and..., EVM, WBS, P&L, Avionics, Cross-functional Team..., Change Management, Configuration Management, Management Consulting, PMP, People Management, SharePoint, Primavera P6, Planview, Strategy, Management, Business Process, Process Improvement, Software Project..., Visio
Education
Thunderbird School of Global Management 2011 — 2012
MBA, Global Management
Manipal Academy of Higher Education 1998 — 2002
Bachelor of Engineering, Electrical, Electronics and Communications Engineering
St. Aloysious College 1996 — 1998
Canara High School 1986 — 1996
State Auto Insurance August 2014 - Present
Nationwide Insurance September 2013 - August 2014
Nationwide Insurance January 2013 - September 2013
Union Bank June 2012 - August 2012
Honeywell July 2007 - August 2011
Honeywell June 2005 - June 2007
Honeywell October 2002 - May 2005
BPL Telecom June 2001 - August 2001
Skills
Project Management, Capital Budgeting, Quality Management, Six Sigma, Product Management, Lean Management, SDLC, Program Management, Data Analysis, Aerospace, C, C++, CMMI, Risk Management, DO-178B, MATLAB, Simulink, Software Development, Verification and..., EVM, WBS, P&L, Avionics, Cross-functional Team..., Change Management, Configuration Management, Management Consulting, PMP, People Management, SharePoint, Primavera P6, Planview, Strategy, Management, Business Process, Process Improvement, Software Project..., Visio
Education
Thunderbird School of Global Management 2011 — 2012
MBA, Global Management
Manipal Academy of Higher Education 1998 — 2002
Bachelor of Engineering, Electrical, Electronics and Communications Engineering
St. Aloysious College 1996 — 1998
Canara High School 1986 — 1996
Alexis Coelho Alexis Coelho's Union Bank Experience November 2010 - January 2013
Job Recruiting Coordinator
Industry Human Resources
Experience
Union Bank November 2010 - January 2013
Pixar Animation Studios June 2010 - August 2010
Covario September 2008 - August 2009
Skills
Microsoft Office, Time Management, Organizational..., Corporate Communications, Applicant Tracking..., Talent Acquisition, Onboarding, Administration, PowerPoint, Word, Employee Relations, Excel, Team Building, Event Planning, Outlook, Teamwork, Interviewing
Education
Loyola University Chicago 2005 — 2007
Communications, Women Studies
Holy Cross College 2002 — 2005
Associates, Liberal Arts
Acalanes High School 1999 — 2002
Union Bank November 2010 - January 2013
Pixar Animation Studios June 2010 - August 2010
Covario September 2008 - August 2009
Skills
Microsoft Office, Time Management, Organizational..., Corporate Communications, Applicant Tracking..., Talent Acquisition, Onboarding, Administration, PowerPoint, Word, Employee Relations, Excel, Team Building, Event Planning, Outlook, Teamwork, Interviewing
Education
Loyola University Chicago 2005 — 2007
Communications, Women Studies
Holy Cross College 2002 — 2005
Associates, Liberal Arts
Acalanes High School 1999 — 2002
Rosemary Presser's Union Bank Experience November 2012 - Present
Job Home Loan Processor
Industry Banking
Experience
Contract Processor January 2013 - Present
Union Bank November 2012 - Present
JPMorgan Chase June 2011 - November 2012
American Financial Resources March 2008 - September 2009
Vantex Mortgage Group January 2006 - March 2008
Bank of America January 1998 - March 2005
Citicorp Mortgage March 1985 - January 1998
Delta Air Lines September 1978 - January 1985
Skills
Loan Origination
Education
Massachusetts College of Liberal Arts 1971 — 1975
BS
Contract Processor January 2013 - Present
Union Bank November 2012 - Present
JPMorgan Chase June 2011 - November 2012
American Financial Resources March 2008 - September 2009
Vantex Mortgage Group January 2006 - March 2008
Bank of America January 1998 - March 2005
Citicorp Mortgage March 1985 - January 1998
Delta Air Lines September 1978 - January 1985
Skills
Loan Origination
Education
Massachusetts College of Liberal Arts 1971 — 1975
BS
Antoinette Threatt, Senior Project Manager's Union Bank Experience September 2013 - March 2015
Job SENIOR PROJECT MANAGER, Enterprise Release Management Contract at Union Bank
Industry Information Technology and Services
Experience
Union Bank September 2013 - March 2015
Avery Dennison October 2010 - December 2012
Paramount Pictures January 2008 - March 2010
Warner Bros. Entertainment Group of Companies February 2007 - December 2007
DIRECTV January 2006 - December 2006
Sony Pictures Entertainment January 2004 - January 2006
Baxter BioScience April 2002 - January 2004
Toyota September 1997 - April 2002
IBM Global Business Services January 1997 - September 1997
Kaiser Permanente January 1996 - December 1996
Skills
PMP, Vendor Management, ITIL, Project Management, SDLC, Integration, Program Management, Leadership, PMO, Troubleshooting, Outsourcing, Software Documentation, Project Portfolio..., Team Management, Databases, MS Project, Cross-functional Team..., Disaster Recovery, Process Improvement, Management, Data Center, Information Technology, IT Management, Business Process, Project Planning, Strategy, Quality Assurance, Business Analysis, ERP, Security, Change Management, IT Service Management, Software Project..., CRM, Team Building, Team Leadership, IT Strategy, Business Intelligence, Business Process..., Resource Management, Visio
Education
CSM, ScrumMaster Certified 2013 — 2013
ISO 20k Certified 2011 — 2011
ITIL Certified 2010 — 2010
V3 Foundation
PMP Certified - Current 2000 — 2000
PMP
Loyola Marymount University 1994 — 1996
MBA, International Studies/MIS
University of Southern California - Marshall School of Business 1990 — 1994
BS, Business/Entrepreneur Program
Union Bank September 2013 - March 2015
Avery Dennison October 2010 - December 2012
Paramount Pictures January 2008 - March 2010
Warner Bros. Entertainment Group of Companies February 2007 - December 2007
DIRECTV January 2006 - December 2006
Sony Pictures Entertainment January 2004 - January 2006
Baxter BioScience April 2002 - January 2004
Toyota September 1997 - April 2002
IBM Global Business Services January 1997 - September 1997
Kaiser Permanente January 1996 - December 1996
Skills
PMP, Vendor Management, ITIL, Project Management, SDLC, Integration, Program Management, Leadership, PMO, Troubleshooting, Outsourcing, Software Documentation, Project Portfolio..., Team Management, Databases, MS Project, Cross-functional Team..., Disaster Recovery, Process Improvement, Management, Data Center, Information Technology, IT Management, Business Process, Project Planning, Strategy, Quality Assurance, Business Analysis, ERP, Security, Change Management, IT Service Management, Software Project..., CRM, Team Building, Team Leadership, IT Strategy, Business Intelligence, Business Process..., Resource Management, Visio
Education
CSM, ScrumMaster Certified 2013 — 2013
ISO 20k Certified 2011 — 2011
ITIL Certified 2010 — 2010
V3 Foundation
PMP Certified - Current 2000 — 2000
PMP
Loyola Marymount University 1994 — 1996
MBA, International Studies/MIS
University of Southern California - Marshall School of Business 1990 — 1994
BS, Business/Entrepreneur Program
Bryan Wunderly Bryan Wunderly's Union Bank Experience October 2013 - Present
Job Bank Teller at Union Bank
Industry Hospital & Health Care
Experience
Union Bank October 2013 - Present
CVS Caremark Corporation May 2011 - August 2013
Skills
Phlebotomy, Multimedia, Customer Service, Laboratory Skills, Clinical Data Management, Medical Terminology, Critical Thinking, Data Entry
Education
Saddleback College 2013 — 2015
Los Medanos College 2007 — 2013
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Union Bank October 2013 - Present
CVS Caremark Corporation May 2011 - August 2013
Skills
Phlebotomy, Multimedia, Customer Service, Laboratory Skills, Clinical Data Management, Medical Terminology, Critical Thinking, Data Entry
Education
Saddleback College 2013 — 2015
Los Medanos College 2007 — 2013
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Richard M. Bertrand Richard M. Bertrand's Union Bank Experience December 2005 - July 2012
Job Experienced Software Engineering Executive
Industry Computer Software
Experience
Bertrand Consulting July 2012 - Present
Union Bank December 2005 - July 2012
Charles Schwab February 2004 - December 2005
ADP / ProBusiness January 2000 - February 2004
Sherpa Corporation August 1995 - October 1999
Hotel Information Systems October 1993 - May 1995
Sierra Geophysics October 1987 - October 1993
Skills
Cloud Computing, Product Management, SaaS, Agile Methodologies, Enterprise Software, Program Management, Software Development, SDLC, SOA, Cross-functional Team..., Scrum, Unix, Web Services, SQL, Web Applications, Software Project..., .NET, Business Intelligence, C#, Java Enterprise Edition, Integration, Enterprise Architecture, Requirements Analysis, Piano Playing, Architecture, Software Engineering, Solution Architecture, IT Strategy, Project Management, Data Center, Agile Project Management, Executive Management, Management, Team Leadership, PMO, IT Management, Vendor Management, Business Process, SharePoint, PMP, E-commerce, Mobile Devices, Project Portfolio..., Microsoft SQL Server, Leadership, Oracle, AJAX, MySQL, Quality Assurance, Strategy
Education
Northwestern University 1973 — 1974
MS CS, Computer Science
Marquette University 1971 — 1973
BS EE, Computer Science
St Norbert College 1969 — 1971
Physics
Bertrand Consulting July 2012 - Present
Union Bank December 2005 - July 2012
Charles Schwab February 2004 - December 2005
ADP / ProBusiness January 2000 - February 2004
Sherpa Corporation August 1995 - October 1999
Hotel Information Systems October 1993 - May 1995
Sierra Geophysics October 1987 - October 1993
Skills
Cloud Computing, Product Management, SaaS, Agile Methodologies, Enterprise Software, Program Management, Software Development, SDLC, SOA, Cross-functional Team..., Scrum, Unix, Web Services, SQL, Web Applications, Software Project..., .NET, Business Intelligence, C#, Java Enterprise Edition, Integration, Enterprise Architecture, Requirements Analysis, Piano Playing, Architecture, Software Engineering, Solution Architecture, IT Strategy, Project Management, Data Center, Agile Project Management, Executive Management, Management, Team Leadership, PMO, IT Management, Vendor Management, Business Process, SharePoint, PMP, E-commerce, Mobile Devices, Project Portfolio..., Microsoft SQL Server, Leadership, Oracle, AJAX, MySQL, Quality Assurance, Strategy
Education
Northwestern University 1973 — 1974
MS CS, Computer Science
Marquette University 1971 — 1973
BS EE, Computer Science
St Norbert College 1969 — 1971
Physics
Chakravarthy Somasundaram Chakravarthy Somasundaram's Union Bank Experience April 2015 - Present
Job Hyperion SR Principal Consultant
Industry Information Technology and Services
Experience
Union Bank April 2015 - Present
Black & Veatch , USA December 2013 - Present
MB HOLDING COMPANY LLC September 2011 - December 2013
iGATE Global Solutions August 2011 - December 2013
IDHASOFT 2011 - 2012
Oracle On Demand May 2010 - July 2011
Cognizant Technology Solutions April 2009 - May 2010
Levi Strauss & Co. 2009 - 2010
3i Infotech March 2008 - April 2009
Sutherland Technologies April 2006 - March 2008
Skills
Hyperion, Hyperion HFM, FDQM, EPM, Essbase, Hyperion Planning, Hyperion Enterprise, Business Intelligence, Shared Services, OBIEE, Solution Architecture, Requirements Analysis, Requirements Gathering, Project Management, Management, Pre-sales, Consulting, Oracle, Microsoft SQL Server, Databases, Business Analysis, MySQL, ETL, Enterprise Software, Data Migration, Vendor Management, PMP, Project Planning, Oracle Applications, Software Project..., Data Warehousing, ERP
Education
Madurai Kamaraj University 2000 — 2003
BSC, computer science
Union Bank April 2015 - Present
Black & Veatch , USA December 2013 - Present
MB HOLDING COMPANY LLC September 2011 - December 2013
iGATE Global Solutions August 2011 - December 2013
IDHASOFT 2011 - 2012
Oracle On Demand May 2010 - July 2011
Cognizant Technology Solutions April 2009 - May 2010
Levi Strauss & Co. 2009 - 2010
3i Infotech March 2008 - April 2009
Sutherland Technologies April 2006 - March 2008
Skills
Hyperion, Hyperion HFM, FDQM, EPM, Essbase, Hyperion Planning, Hyperion Enterprise, Business Intelligence, Shared Services, OBIEE, Solution Architecture, Requirements Analysis, Requirements Gathering, Project Management, Management, Pre-sales, Consulting, Oracle, Microsoft SQL Server, Databases, Business Analysis, MySQL, ETL, Enterprise Software, Data Migration, Vendor Management, PMP, Project Planning, Oracle Applications, Software Project..., Data Warehousing, ERP
Education
Madurai Kamaraj University 2000 — 2003
BSC, computer science
Brenda Wallace Brenda Wallace's Union Bank Experience January 2011 - Present
Job BSA/AML InvestigatorCAMS
Industry Banking
Experience
MUFG Americas April 2014 - Present
Union Bank January 2011 - Present
Fremont Bank (Nelson Staffing) October 2009 - March 2010
Patelco Credit Union August 2003 - January 2009
Sterlent Credit Union June 2005 - June 2008
Sterlent Credit Union August 2003 - June 2005
ABACUS STAFFING September 2002 - June 2003
Dynamic Office Solutions September 2002 - November 2002
AMSC (previously NextCard) July 2001 - September 2002
Robert Half International October 1998 - May 2001
Skills
Banking, Bank Secrecy Act, Financial Analysis, Credit, AML, Accounting, Auditing, Analysis, Data Analysis, OFAC, Internal Controls, Fraud, Financial Risk, Risk Management, Anti Money Laundering, Management, Finance
Education
Las Positas College
Accounting and General Business
MUFG Americas April 2014 - Present
Union Bank January 2011 - Present
Fremont Bank (Nelson Staffing) October 2009 - March 2010
Patelco Credit Union August 2003 - January 2009
Sterlent Credit Union June 2005 - June 2008
Sterlent Credit Union August 2003 - June 2005
ABACUS STAFFING September 2002 - June 2003
Dynamic Office Solutions September 2002 - November 2002
AMSC (previously NextCard) July 2001 - September 2002
Robert Half International October 1998 - May 2001
Skills
Banking, Bank Secrecy Act, Financial Analysis, Credit, AML, Accounting, Auditing, Analysis, Data Analysis, OFAC, Internal Controls, Fraud, Financial Risk, Risk Management, Anti Money Laundering, Management, Finance
Education
Las Positas College
Accounting and General Business
Hilda Montoya Hilda Montoya's Union Bank Experience January 2011 - Present
Job BSA at Union Bank
Industry Information Technology and Services
Experience
Union Bank January 2011 - Present
Segula Technologies 2010 - 2011
Union Bank 2010 - 2010
Citigroup November 2002 - June 2008
CALIFORNIA FEDERAL BANK September 1998 - November 2002
GLENDALE FEDERAL BANK May 1997 - September 1998
TRANSWORLD BANK July 1993 - May 1997
Skills
MS Project, Microsoft Office, Microsoft Excel, Access, PowerPoint, User Experience, Child Development, Software Documentation, Customer Satisfaction, Analysis, Management, Testing, Databases, Visio, Training, Lotus Notes, Troubleshooting, Banking, Process Improvement, SharePoint, Business Analysis, SDLC, Requirements Gathering, Risk Management, SQL, Vendor Management, Requirements Analysis, Operations Management, Business Intelligence, Integration
Education
Los Angeles Mission College 2009 — 2014
Child Development Skill Certification, Child Development Specialized in Special Needs, A
California State Polytechnic University
Computer Science
Union Bank January 2011 - Present
Segula Technologies 2010 - 2011
Union Bank 2010 - 2010
Citigroup November 2002 - June 2008
CALIFORNIA FEDERAL BANK September 1998 - November 2002
GLENDALE FEDERAL BANK May 1997 - September 1998
TRANSWORLD BANK July 1993 - May 1997
Skills
MS Project, Microsoft Office, Microsoft Excel, Access, PowerPoint, User Experience, Child Development, Software Documentation, Customer Satisfaction, Analysis, Management, Testing, Databases, Visio, Training, Lotus Notes, Troubleshooting, Banking, Process Improvement, SharePoint, Business Analysis, SDLC, Requirements Gathering, Risk Management, SQL, Vendor Management, Requirements Analysis, Operations Management, Business Intelligence, Integration
Education
Los Angeles Mission College 2009 — 2014
Child Development Skill Certification, Child Development Specialized in Special Needs, A
California State Polytechnic University
Computer Science
Myriam Lopez Myriam Lopez's Union Bank Experience May 2006 - July 2006
Job Financial Services Representative
Industry Banking
Experience
Comerica Bank July 2006 - Present
Union Bank May 2006 - July 2006
U.S. Bank March 2003 - April 2006
Washington Mutal July 2002 - March 2003
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Sales, Commercial Banking, Finance, Customer Service, Mortgage Lending
Education
Long Beach City College 2001 — 2003
Accounting and Business/Management
Comerica Bank July 2006 - Present
Union Bank May 2006 - July 2006
U.S. Bank March 2003 - April 2006
Washington Mutal July 2002 - March 2003
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Sales, Commercial Banking, Finance, Customer Service, Mortgage Lending
Education
Long Beach City College 2001 — 2003
Accounting and Business/Management
Chun-lin Hung Chun-lin Hung's Union Bank Experience July 2015 - Present
Job Teller
Industry Banking
Experience
Union Bank July 2015 - Present
Miss Universe Organization January 2013 - Present
BENCHMARQUE Hospitality & Event Recruitment March 2013 - Present
Macquarie Medical Centre April 2012 - December 2012
True Love Photo Wedding November 2011 - March 2012
Skills
Event Management, PowerPoint, Media Relations, Fashion, Customer Service, Banking, Microsoft Excel, Microsoft Word, Microsoft Office, Rumba, Teller Operations
Education
National Yang Ming University 2014 — 2018
Bachelor's Degree, Biomedical Imaging and Radiological Sciences
Macquarie University 2010 — 2012
Bachelor's Degree, Medical Science
Union Bank July 2015 - Present
Miss Universe Organization January 2013 - Present
BENCHMARQUE Hospitality & Event Recruitment March 2013 - Present
Macquarie Medical Centre April 2012 - December 2012
True Love Photo Wedding November 2011 - March 2012
Skills
Event Management, PowerPoint, Media Relations, Fashion, Customer Service, Banking, Microsoft Excel, Microsoft Word, Microsoft Office, Rumba, Teller Operations
Education
National Yang Ming University 2014 — 2018
Bachelor's Degree, Biomedical Imaging and Radiological Sciences
Macquarie University 2010 — 2012
Bachelor's Degree, Medical Science
Heather J. Anderson's Union Bank Experience March 2012 - May 2014
Job Executive Assistant to Chief Operating Officer at Gold Coast Health Plan
Industry Insurance
Experience
Gold Coast Health Plan May 2014 - Present
Union Bank March 2012 - May 2014
Santa Barbara Bank and Trust December 2011 - March 2012
Holguin, Fahan & Associates February 2009 - June 2011
California Spine Institute Medical Center, Inc. January 2006 - February 2009
Priority Healthcare Corp August 2004 - January 2006
Skills
Training, Administrative..., Human Resources, Spreadsheets, Management, Insurance, Executive Management, Travel Arrangements, Leadership, Data Entry, Strategic Planning, Healthcare, Outlook, Marketing
Education
Los Angeles Pierce College 1992 — 1994
High School, Business Administration
Gold Coast Health Plan May 2014 - Present
Union Bank March 2012 - May 2014
Santa Barbara Bank and Trust December 2011 - March 2012
Holguin, Fahan & Associates February 2009 - June 2011
California Spine Institute Medical Center, Inc. January 2006 - February 2009
Priority Healthcare Corp August 2004 - January 2006
Skills
Training, Administrative..., Human Resources, Spreadsheets, Management, Insurance, Executive Management, Travel Arrangements, Leadership, Data Entry, Strategic Planning, Healthcare, Outlook, Marketing
Education
Los Angeles Pierce College 1992 — 1994
High School, Business Administration
Eric Berntson, CAPM Eric Berntson, CAPM's Union Bank Experience June 2008 - August 2008
Job Associate Account Manager at Indeed.com
Industry Mechanical or Industrial Engineering
Experience
Indeed.com January 2015 - Present
Indeed.com April 2014 - January 2015
Deutsche Bank July 2013 - April 2014
Palantir Technologies October 2012 - January 2013
Goldman Sachs July 2010 - October 2012
Rutgers University March 2009 - December 2009
Goldman Sachs June 2009 - August 2009
Union Bank June 2008 - August 2008
Skills
Risk Management, Project Planning, Project Management, Matlab, Strategic Planning, Microsoft Excel, Linear Programming, Data Analysis, PowerPoint, Six Sigma, Microsoft Word, Access, Engineering, Microsoft Office, Systems Analysis, Equity Derivatives, CAPM, Manage Client..., Derivatives, Equities, Strategy, Analytics, Finance, Investment Banking, Customer Experience, Customer Service, Client Development
Education
Rutgers University- New Brunswick 2007 — 2010
Bachelor of Science, Industrial and Systems Engineering
University College Dublin 2008 — 2008
Study Abroad, Engineering
Lehigh University 2006 — 2006
Engineering
Indeed.com January 2015 - Present
Indeed.com April 2014 - January 2015
Deutsche Bank July 2013 - April 2014
Palantir Technologies October 2012 - January 2013
Goldman Sachs July 2010 - October 2012
Rutgers University March 2009 - December 2009
Goldman Sachs June 2009 - August 2009
Union Bank June 2008 - August 2008
Skills
Risk Management, Project Planning, Project Management, Matlab, Strategic Planning, Microsoft Excel, Linear Programming, Data Analysis, PowerPoint, Six Sigma, Microsoft Word, Access, Engineering, Microsoft Office, Systems Analysis, Equity Derivatives, CAPM, Manage Client..., Derivatives, Equities, Strategy, Analytics, Finance, Investment Banking, Customer Experience, Customer Service, Client Development
Education
Rutgers University- New Brunswick 2007 — 2010
Bachelor of Science, Industrial and Systems Engineering
University College Dublin 2008 — 2008
Study Abroad, Engineering
Lehigh University 2006 — 2006
Engineering
John Chen, M.A., ACB, CL. John Chen, M.A., ACB, CL.'s Union Bank Experience December 2011 - February 2014
Job Cash Management Training Specialist
Industry Banking
Experience
Bank of the West February 2014 - Present
Union Bank December 2011 - February 2014
Union Bank May 2008 - December 2011
Union Bank June 2007 - May 2008
Union Bank October 2005 - June 2007
SUNY at Buffalo August 2002 - May 2004
Monroe Community College (Library) January 2001 - May 2002
Millicom International Cellular (CamGSM Mobitel) August 1999 - August 2000
Millicom International Cellular (CamGSM Mobitel) 1996 - 2000
Skills
Customer Service, Customer Relations, Telecommunications, Call Center, Banking, Business Strategy, Forecasting, Team Building, Analysis, Planning, Management Consulting, Excel, Risk Management, Business Planning, Sales Management, Team Leadership, Microsoft Office, New Business Development, Coaching, Market Research, Data Analysis, PowerPoint, Access, Public Relations, Economics, Research, Sales, Outlook, Microsoft Word, Time Management, SharePoint, Cash Management, Public Speaking, Customer Retention, Customer Experience, Marketing Strategy, Marketing, Business Development, Retail Banking, MS Project, Commercial Banking, Six Sigma, Call Centers, Internet Banking, ACH, Payments, Process Improvement, Treasury Management, Microsoft Excel, Management
Education
University at Buffalo 2002 — 2005
M.A., Applied Economics
Monroe Community College 2001 — 2002
Certificate, Business Management & Accounting
Massachusetts Institute of Technology
Open CourseWare, Entrepreneurial and Small Business Operations
Bank of the West February 2014 - Present
Union Bank December 2011 - February 2014
Union Bank May 2008 - December 2011
Union Bank June 2007 - May 2008
Union Bank October 2005 - June 2007
SUNY at Buffalo August 2002 - May 2004
Monroe Community College (Library) January 2001 - May 2002
Millicom International Cellular (CamGSM Mobitel) August 1999 - August 2000
Millicom International Cellular (CamGSM Mobitel) 1996 - 2000
Skills
Customer Service, Customer Relations, Telecommunications, Call Center, Banking, Business Strategy, Forecasting, Team Building, Analysis, Planning, Management Consulting, Excel, Risk Management, Business Planning, Sales Management, Team Leadership, Microsoft Office, New Business Development, Coaching, Market Research, Data Analysis, PowerPoint, Access, Public Relations, Economics, Research, Sales, Outlook, Microsoft Word, Time Management, SharePoint, Cash Management, Public Speaking, Customer Retention, Customer Experience, Marketing Strategy, Marketing, Business Development, Retail Banking, MS Project, Commercial Banking, Six Sigma, Call Centers, Internet Banking, ACH, Payments, Process Improvement, Treasury Management, Microsoft Excel, Management
Education
University at Buffalo 2002 — 2005
M.A., Applied Economics
Monroe Community College 2001 — 2002
Certificate, Business Management & Accounting
Massachusetts Institute of Technology
Open CourseWare, Entrepreneurial and Small Business Operations
Davy Cheng Davy Cheng's Union Bank Experience October 2013 - July 2015
Job Trust Administrative Officer at U.S Trust Merrill Lynch
Industry Banking
Experience
Bank of America-U.S Trust-Merrill Lynch July 2015 - Present
Union Bank October 2013 - July 2015
Wells Fargo October 2006 - October 2013
Wells Fargo September 2005 - October 2006
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Wealth Management, Investments, Retail Banking, Financial Services, Risk Management, Private Banking, Finance
Education
Long Beach City College
Associate's degree, Business Administration and Management, General
Bank of America-U.S Trust-Merrill Lynch July 2015 - Present
Union Bank October 2013 - July 2015
Wells Fargo October 2006 - October 2013
Wells Fargo September 2005 - October 2006
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Wealth Management, Investments, Retail Banking, Financial Services, Risk Management, Private Banking, Finance
Education
Long Beach City College
Associate's degree, Business Administration and Management, General
Shannan (McLaughlin) Doane, M.Ed.'s Union Bank Experience 2001 - 2003
Job AVP, Branch Manager at USE Credit Union
Industry Banking
Experience
USE Credit Union June 2015 - Present
SDI Staffing August 2013 - May 2015
North Island Credit Union April 2003 - July 2013
Union Bank 2001 - 2003
Wells Fargo 1997 - 2001
Skills
Loans, Credit, Banking, Retail Banking, Retirement Planning, Financial Analysis, Retirement, Asset Management, Consumer Lending, Sourcing, Recruiting, Staffing Services, Permanent Staffing, Credit Unions, Mortgage Banking, Insurance, Financial Services, Management, Credit Analysis, Sales, Customer Service, Leadership, Loan Origination
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
National University
Master of Education (M.Ed.), Cross Cultural Education
USE Credit Union June 2015 - Present
SDI Staffing August 2013 - May 2015
North Island Credit Union April 2003 - July 2013
Union Bank 2001 - 2003
Wells Fargo 1997 - 2001
Skills
Loans, Credit, Banking, Retail Banking, Retirement Planning, Financial Analysis, Retirement, Asset Management, Consumer Lending, Sourcing, Recruiting, Staffing Services, Permanent Staffing, Credit Unions, Mortgage Banking, Insurance, Financial Services, Management, Credit Analysis, Sales, Customer Service, Leadership, Loan Origination
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
National University
Master of Education (M.Ed.), Cross Cultural Education
Robert Schaefer Robert Schaefer's Union Bank Experience 1997 - 1998
Job Commercial Banking Executive, Producer, Team Builder with National Experience
Industry Banking
Experience
Umpqua Bank April 2014 - February 2015
Sterling Savings Bank March 2004 - April 2014
Bay Bank 1999 - 2004
Northern Bank of Commerce 1998 - 1999
Union Bank 1997 - 1998
Bank of America 1996 - 1997
LaSalle Bank of Northbrook 1987 - 1994
Skills
Leadership, Management, Relationship Management, Coaching, Loans, Portfolio Management, Credit Analysis, Underwriting, New Business Development, Risk Management, Financial Risk, Asset Based Lending, Cash Flow Lending, Commercial Real Estate..., Small Business Lending, Retail Banking, Financial Services, Debt Collection / Risk, Commercial Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Financial Analysis, Lines Of Credit
Education
Loyola University Chicago 1985 — 1986
Master of Business Administration (MBA), Finance, Dean's list
Univeristy of Oregon 1972 — 1976
Bachelor of Science (BS), Finance
National Commercial Lending Graduate School 1997 — 1998
Certificate, Commercial Lending, Honorable Mention
Umpqua Bank April 2014 - February 2015
Sterling Savings Bank March 2004 - April 2014
Bay Bank 1999 - 2004
Northern Bank of Commerce 1998 - 1999
Union Bank 1997 - 1998
Bank of America 1996 - 1997
LaSalle Bank of Northbrook 1987 - 1994
Skills
Leadership, Management, Relationship Management, Coaching, Loans, Portfolio Management, Credit Analysis, Underwriting, New Business Development, Risk Management, Financial Risk, Asset Based Lending, Cash Flow Lending, Commercial Real Estate..., Small Business Lending, Retail Banking, Financial Services, Debt Collection / Risk, Commercial Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Financial Analysis, Lines Of Credit
Education
Loyola University Chicago 1985 — 1986
Master of Business Administration (MBA), Finance, Dean's list
Univeristy of Oregon 1972 — 1976
Bachelor of Science (BS), Finance
National Commercial Lending Graduate School 1997 — 1998
Certificate, Commercial Lending, Honorable Mention
MOHIT PATEL MOHIT PATEL's Union Bank Experience December 2012 - June 2013
Job Software Engineer at GeoSpatial Technologies, Inc.
Industry Computer Software
Experience
GeoSpatial Technologies, Inc. September 2013 - Present
Work As a Freelancer July 2013 - August 2013
Union Bank December 2012 - June 2013
Skills
AJAX, C#, JavaScript, ASP.NET, SQL, Web Services, HTML, ASP.NET MVC, VB.NET, CSS, IIS, DOM, ADO.NET, LINQ, Bootstrap, C++, Software Development
Education
Lamar University 2010 — 2012
Master of Science (M.S.), Computer Science
Guajarat University 2006 — 2010
Bachelor of Engineering (BE), Computer Engineering
GeoSpatial Technologies, Inc. September 2013 - Present
Work As a Freelancer July 2013 - August 2013
Union Bank December 2012 - June 2013
Skills
AJAX, C#, JavaScript, ASP.NET, SQL, Web Services, HTML, ASP.NET MVC, VB.NET, CSS, IIS, DOM, ADO.NET, LINQ, Bootstrap, C++, Software Development
Education
Lamar University 2010 — 2012
Master of Science (M.S.), Computer Science
Guajarat University 2006 — 2010
Bachelor of Engineering (BE), Computer Engineering
Lauren Bonker Lauren Bonker's Union Bank Experience May 2015 - Present
Job BSA Specialist
Industry Banking
Experience
Union Bank May 2015 - Present
Union Bank January 2014 - Present
Yes! English School November 2012 - December 2013
AEON November 2010 - November 2012
Skills
Teaching English as a..., ESL, International Education, Intercultural..., Language Teaching, Tutoring, Curriculum Design, TESOL, Japanese, Teaching, Curriculum Development, Adult Education, Lesson Planning, Teacher Training, Classroom, Higher Education, Linguistics
Education
Meiji Gakuin University 2009 — 2010
International Studies
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies
Union Bank May 2015 - Present
Union Bank January 2014 - Present
Yes! English School November 2012 - December 2013
AEON November 2010 - November 2012
Skills
Teaching English as a..., ESL, International Education, Intercultural..., Language Teaching, Tutoring, Curriculum Design, TESOL, Japanese, Teaching, Curriculum Development, Adult Education, Lesson Planning, Teacher Training, Classroom, Higher Education, Linguistics
Education
Meiji Gakuin University 2009 — 2010
International Studies
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies
Sean P. McCulloch Sean P. McCulloch's Union Bank Experience April 1992 - August 1997
Job Commercial Loan Officer
Industry Banking
Experience
Ventura County Credit Union May 2015 - Present
Community West Bank January 2013 - March 2015
Ventura County Contractors Association 2010 - 2015
Community West Bank July 2012 - December 2012
Rabobank January 2007 - July 2012
Mid-State Bank & Trust January 2006 - December 2006
Encino State Bank August 2002 - April 2004
First Western Bank December 1999 - August 2002
Santa Monica Bank August 1997 - December 1999
Union Bank April 1992 - August 1997
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Retail Banking, Credit Risk, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Asset Based Lending, SBA, Mortgage Lending, Leadership, Finance, Investments, Financial Institutions, Cash Flow Lending, Financial Structuring, Strategic Financial..., Executive Management, Deposits, Cross Selling, Wealth Management, Financial Modeling, Relationship Management, Real Estate, Loan Origination, Mortgage Banking, Commercial Real Estate, Internet Banking, Mergers & Acquisitions, Payments, Cash Management, Treasury Management, Financial Risk, Branch Management, Middle Market, Change Management, Trade Finance, Risk Management, Portfolio Management, Small Business, Private Banking, Underwriting, Financial Analysis, Branch Banking, Securities
Education
University of Washington 2007 — 2009
Graduate of Pacific Coast Banking School
Los Angeles Pierce College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Ventura County Credit Union May 2015 - Present
Community West Bank January 2013 - March 2015
Ventura County Contractors Association 2010 - 2015
Community West Bank July 2012 - December 2012
Rabobank January 2007 - July 2012
Mid-State Bank & Trust January 2006 - December 2006
Encino State Bank August 2002 - April 2004
First Western Bank December 1999 - August 2002
Santa Monica Bank August 1997 - December 1999
Union Bank April 1992 - August 1997
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Retail Banking, Credit Risk, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Asset Based Lending, SBA, Mortgage Lending, Leadership, Finance, Investments, Financial Institutions, Cash Flow Lending, Financial Structuring, Strategic Financial..., Executive Management, Deposits, Cross Selling, Wealth Management, Financial Modeling, Relationship Management, Real Estate, Loan Origination, Mortgage Banking, Commercial Real Estate, Internet Banking, Mergers & Acquisitions, Payments, Cash Management, Treasury Management, Financial Risk, Branch Management, Middle Market, Change Management, Trade Finance, Risk Management, Portfolio Management, Small Business, Private Banking, Underwriting, Financial Analysis, Branch Banking, Securities
Education
University of Washington 2007 — 2009
Graduate of Pacific Coast Banking School
Los Angeles Pierce College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Jasmin Cordova, CCS's Union Bank Experience March 2005 - February 2011
Job Regulatory Research
Industry Hospital & Health Care
Experience
HMS August 2013 - Present
HMS February 2013 - July 2013
CHHC May 2011 - September 2012
Union Bank March 2005 - February 2011
Skills
Microsoft Excel, Banking, Research, Commercial Banking, Cash Management, Microsoft Office, Microsoft Word, Risk Management, Outlook, Lotus Notes, Spreadsheets, Healthcare, Access, Analysis, Data Analysis, Leadership, Management, Training
Education
Emilio Aguinaldo College 1990 — 1992
Associate of Science (A.S.)
Loma Linda University
HMS August 2013 - Present
HMS February 2013 - July 2013
CHHC May 2011 - September 2012
Union Bank March 2005 - February 2011
Skills
Microsoft Excel, Banking, Research, Commercial Banking, Cash Management, Microsoft Office, Microsoft Word, Risk Management, Outlook, Lotus Notes, Spreadsheets, Healthcare, Access, Analysis, Data Analysis, Leadership, Management, Training
Education
Emilio Aguinaldo College 1990 — 1992
Associate of Science (A.S.)
Loma Linda University
ashelei wilson ashelei wilson's Union Bank Experience May 2010 - Present
Job ITCMandator Liaison at Department of Children and Family Services of Los Angeles County
Industry Public Safety
Experience
Department of Children and Family Services of Los Angeles County September 2014 - Present
Union Bank May 2010 - Present
Macy's November 2008 - January 2009
AT&T Mobility September 2006 - January 2009
Skills
Customer Service..., Communication Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Internet, Answering Phones, Phone Skills
Education
Los Angeles Southwest College 2006 — 2006
Accounting and Business/Management
Lynwood High school 2001 — 2005
high school diploma
Department of Children and Family Services of Los Angeles County September 2014 - Present
Union Bank May 2010 - Present
Macy's November 2008 - January 2009
AT&T Mobility September 2006 - January 2009
Skills
Customer Service..., Communication Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Internet, Answering Phones, Phone Skills
Education
Los Angeles Southwest College 2006 — 2006
Accounting and Business/Management
Lynwood High school 2001 — 2005
high school diploma
Dorla Usher Dorla Usher's Union Bank Experience August 1978 - March 2013
Job CEO at GILLSGETAWAY.COM
Industry
Experience
GILLSGETAWAY.COM May 2010 - Present
Union Bank August 1978 - March 2013
Skills
Letters of Credit..., Referring Travel Agent, Travel
Education
Los Angeles Southwest College
Associate of Arts (AA), Business Administration and Management, General
Maheia's Private School - Belize
University of Phoenix-Southern California Campus
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wesley College, Belize
GILLSGETAWAY.COM May 2010 - Present
Union Bank August 1978 - March 2013
Skills
Letters of Credit..., Referring Travel Agent, Travel
Education
Los Angeles Southwest College
Associate of Arts (AA), Business Administration and Management, General
Maheia's Private School - Belize
University of Phoenix-Southern California Campus
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wesley College, Belize
Falchek, Raymond's Union Bank Experience February 2012 - November 2012
Job Realtor Keller Williams Capital Properties Fairfax
Industry Real Estate
Experience
Keller Williams Capital Properties Fairfax May 2014 - Present
Cardinal Bank November 2012 - May 2014
Union Bank February 2012 - November 2012
Modern Exteriors LLC October 2010 - February 2012
Chevy Chase Bank, A Division of Capital One Bank, NA April 1999 - October 2010
First Union National Bank January 1994 - April 1999
First Fidelity April 1991 - January 1994
Copifax January 1991 - April 1991
Skills
Customer Relations, New Business Development, Segmentation, Pricing, Customer Satisfaction, Construction Project..., Construction Management, Product Managmenet, Sales, Marketing Strategy, Competitive Analysis, Construction, Business Development, Management, Customer Service, Product Management, Cross-functional Team..., CRM, Strategic Planning, Banking, Leadership, Team Building, Program Management, Sales Operations, Marketing, Mergers & Acquisitions, Portfolio Management, Training, Finance, Credit, Financial Analysis, Negotiation, Product Development, Small Business Lending, Analytics, Budgets, Forecasting, Risk Management, Relationship Management, Strategy, Executive Management, Analysis
Education
Kutztown University of Pennsylvania 1987 — 1991
Marketing, Finance
Council Rock High School 1981 — 1985
Academic
Mosely
Mosely
West Chester University of Pennsylvania
Keller Williams Capital Properties Fairfax May 2014 - Present
Cardinal Bank November 2012 - May 2014
Union Bank February 2012 - November 2012
Modern Exteriors LLC October 2010 - February 2012
Chevy Chase Bank, A Division of Capital One Bank, NA April 1999 - October 2010
First Union National Bank January 1994 - April 1999
First Fidelity April 1991 - January 1994
Copifax January 1991 - April 1991
Skills
Customer Relations, New Business Development, Segmentation, Pricing, Customer Satisfaction, Construction Project..., Construction Management, Product Managmenet, Sales, Marketing Strategy, Competitive Analysis, Construction, Business Development, Management, Customer Service, Product Management, Cross-functional Team..., CRM, Strategic Planning, Banking, Leadership, Team Building, Program Management, Sales Operations, Marketing, Mergers & Acquisitions, Portfolio Management, Training, Finance, Credit, Financial Analysis, Negotiation, Product Development, Small Business Lending, Analytics, Budgets, Forecasting, Risk Management, Relationship Management, Strategy, Executive Management, Analysis
Education
Kutztown University of Pennsylvania 1987 — 1991
Marketing, Finance
Council Rock High School 1981 — 1985
Academic
Mosely
Mosely
West Chester University of Pennsylvania
Seroj Shirvanian Seroj Shirvanian's Union Bank Experience July 2015 - Present
Job Director Data Stewardship at Union Bank
Industry Information Technology and Services
Experience
Union Bank July 2015 - Present
IBM September 2013 - July 2015
Bank of America May 2010 - July 2013
Bank of America July 2009 - February 2010
Countrywide / Bank of America March 1999 - April 2009
PeopleSoft (now Oracle) April 1998 - March 1999
UCLA 1994 - 1998
Transamerica Insurance March 1993 - April 1994
Databridge, Inc January 1980 - February 1993
Skills
Data Warehousing, Underwriting, Data Governance, Business Process..., Program Management, Strategic Planning, Product Development, Budgets, SDLC, Vendor Management, Banking, Risk Management, Business Analysis, IT Strategy, Mortgage Lending, Business Intelligence, Financial Risk, Enterprise Architecture, Visio, Integration, Enterprise Software, CRM, Software Development, Project Management, Analytics, Software Project..., Analysis, Management, Leadership, Strategy, ERP, Cross-functional Team..., Six Sigma, Quality Assurance, IT Management, Team Leadership, Software Documentation, Process Improvement, Project Portfolio..., Testing, PMO, Project Planning, Business Process, Business Process..., Data Center, Requirements Analysis, Requirements Gathering, Information Technology, Strategic Partnerships, Business Requirements
Education
West Coast University 1979 — 1981
MS, Applied Mathematics and Operations Research
Shiraz University 1974 — 1979
BS, Mathematics
Bank of America Training
Six Sigma Green Belt
Landmark Education
Forum, Enlightenment !!
Union Bank July 2015 - Present
IBM September 2013 - July 2015
Bank of America May 2010 - July 2013
Bank of America July 2009 - February 2010
Countrywide / Bank of America March 1999 - April 2009
PeopleSoft (now Oracle) April 1998 - March 1999
UCLA 1994 - 1998
Transamerica Insurance March 1993 - April 1994
Databridge, Inc January 1980 - February 1993
Skills
Data Warehousing, Underwriting, Data Governance, Business Process..., Program Management, Strategic Planning, Product Development, Budgets, SDLC, Vendor Management, Banking, Risk Management, Business Analysis, IT Strategy, Mortgage Lending, Business Intelligence, Financial Risk, Enterprise Architecture, Visio, Integration, Enterprise Software, CRM, Software Development, Project Management, Analytics, Software Project..., Analysis, Management, Leadership, Strategy, ERP, Cross-functional Team..., Six Sigma, Quality Assurance, IT Management, Team Leadership, Software Documentation, Process Improvement, Project Portfolio..., Testing, PMO, Project Planning, Business Process, Business Process..., Data Center, Requirements Analysis, Requirements Gathering, Information Technology, Strategic Partnerships, Business Requirements
Education
West Coast University 1979 — 1981
MS, Applied Mathematics and Operations Research
Shiraz University 1974 — 1979
BS, Mathematics
Bank of America Training
Six Sigma Green Belt
Landmark Education
Forum, Enlightenment !!
Krista Johnson Krista Johnson's Union Bank Experience March 2012 - Present
Job Vice President, Sales Development Group Manager at Union Bank
Industry Financial Services
Experience
Union Bank March 2012 - Present
KZ Nonprofit Consulting July 2009 - Present
Capital Wealth Planning December 2010 - March 2012
Laurel Wealth Advisors 2011 - 2012
Capital Group Companies, American Funds September 2003 - July 2009
Capital Research and Management Company September 2003 - July 2009
Capital Group Companies, Capital Research and Management Company June 1993 - September 2003
Capital Group Companies, Capital Research and Management Company April 1992 - June 1993
The NWNL Companies April 1988 - April 1992
Skills
Mutual Funds, Fundraising, Portfolio Management, Retirement Planning, Series 7, Investments, Wealth Management, Strategic Financial..., Strategy, Investment Strategies, Non-profits, Budgets, Strategic Planning, New Business Development, Sales, CRM, ETFs, Financial Advisory, Management, Business Development, Finance, Program Management, Nonprofits, Wealth Management..., Fixed Annuities, Team Leadership, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Series 63, Financial Services, Securities, Investment Advisory, 401k, Equities, Series 24, High Net Worth..., Relationship Management, Risk Management, Leadership, Retirement, Analysis, Banking, Public Speaking, Financial Analysis, Fixed Income, Marketing, Financial Modeling, Capital Markets
Education
Landmark Education 1999 — 2007
Professional Training & Coaching
Wharton School of the University of Pennsylvania
The American College
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Economics
Augsburg College 1986 — 1990
Bachelor of Arts (BA), Double Major in Business Management, Marketing, and Minor in Economics
Augsburg Lutheran College
BA, Business Administration; Marketing, Management and Economics
St. Cloud State University 1983 — 1984
Business
American Institute for Philanthropic StudiesCalifornia State University, Long Beach
Irondale Senior High School
Union Bank March 2012 - Present
KZ Nonprofit Consulting July 2009 - Present
Capital Wealth Planning December 2010 - March 2012
Laurel Wealth Advisors 2011 - 2012
Capital Group Companies, American Funds September 2003 - July 2009
Capital Research and Management Company September 2003 - July 2009
Capital Group Companies, Capital Research and Management Company June 1993 - September 2003
Capital Group Companies, Capital Research and Management Company April 1992 - June 1993
The NWNL Companies April 1988 - April 1992
Skills
Mutual Funds, Fundraising, Portfolio Management, Retirement Planning, Series 7, Investments, Wealth Management, Strategic Financial..., Strategy, Investment Strategies, Non-profits, Budgets, Strategic Planning, New Business Development, Sales, CRM, ETFs, Financial Advisory, Management, Business Development, Finance, Program Management, Nonprofits, Wealth Management..., Fixed Annuities, Team Leadership, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Series 63, Financial Services, Securities, Investment Advisory, 401k, Equities, Series 24, High Net Worth..., Relationship Management, Risk Management, Leadership, Retirement, Analysis, Banking, Public Speaking, Financial Analysis, Fixed Income, Marketing, Financial Modeling, Capital Markets
Education
Landmark Education 1999 — 2007
Professional Training & Coaching
Wharton School of the University of Pennsylvania
The American College
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Economics
Augsburg College 1986 — 1990
Bachelor of Arts (BA), Double Major in Business Management, Marketing, and Minor in Economics
Augsburg Lutheran College
BA, Business Administration; Marketing, Management and Economics
St. Cloud State University 1983 — 1984
Business
American Institute for Philanthropic StudiesCalifornia State University, Long Beach
Irondale Senior High School
Stella S Rivera Stella S Rivera's Union Bank Experience August 2010 - November 2013
Job Applications Analyst Developer, NewDevelopment|Conversion|Maintenance
Industry Information Technology and Services
Experience
Union Bank August 2010 - November 2013
LA Wordup Media October 2009 - November 2010
Jefferies & Co., Inc April 1997 - November 2008
SS Rivera and Associates August 1987 - October 2000
Bank of America February 1986 - July 1987
Wells Fargo Bank (formerly Crocker Bank), NT & SA January 1985 - January 1986
University of Southern California June 1984 - December 1984
Bank of America January 1981 - May 1984
Southern Pacific Railroad Company July 1979 - December 1980
Skills
Trading Systems, CICS, Unix, DB2, VSAM, Equities, COBOL, Visio, Xpediter, SDLC, Integration, Perl, Mainframe, IMS DB/DC, JCL, SPUFI
Education
University of the Philippines
Business/Commerce, General
Computer Learning Center (CLC)
Cert Computer Systems and Programming, Computer Software Engineering
Loyola Marymount University
Cert Bible Study Leadership, Catholic Bible Institute 3yr Program
St. Scholastica's College
Union Bank August 2010 - November 2013
LA Wordup Media October 2009 - November 2010
Jefferies & Co., Inc April 1997 - November 2008
SS Rivera and Associates August 1987 - October 2000
Bank of America February 1986 - July 1987
Wells Fargo Bank (formerly Crocker Bank), NT & SA January 1985 - January 1986
University of Southern California June 1984 - December 1984
Bank of America January 1981 - May 1984
Southern Pacific Railroad Company July 1979 - December 1980
Skills
Trading Systems, CICS, Unix, DB2, VSAM, Equities, COBOL, Visio, Xpediter, SDLC, Integration, Perl, Mainframe, IMS DB/DC, JCL, SPUFI
Education
University of the Philippines
Business/Commerce, General
Computer Learning Center (CLC)
Cert Computer Systems and Programming, Computer Software Engineering
Loyola Marymount University
Cert Bible Study Leadership, Catholic Bible Institute 3yr Program
St. Scholastica's College
Mikalyn Mellby Mikalyn Mellby's Union Bank Experience March 1978 - June 1989
Job Partner Mellby Investments
Industry Accounting
Experience
California Southern Small Business Development Corp January 1990 - Present
Mellby Investments 1989 - 2015
1st Pacific Bank of California July 2005 - April 2008
Cuyamaca Bank August 2001 - June 2004
Community First National Bank January 2000 - June 2001
The Bank of San Diego March 1990 - November 1993
Union Bank March 1978 - June 1989
Skills
Credt Analyss, Risk Management, Business Development, Banking, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Credit, Real Estate, Financial Analysis, Financial Services, Accounting, Budgets, Leadership, Mergers & Acquisitions, Commercial Banking, Training, Underwriting, Credit Risk, Cash Management, Finance
Education
Liberty University 2011 — 2012
Master of Science (M.S.), Accounting
Lliberty University 2009 — 2011
Bachelor of Science (B.S.), Accounting
The Ohio State University 1974 — 1977
None, Busness Administration
California Southern Small Business Development Corp January 1990 - Present
Mellby Investments 1989 - 2015
1st Pacific Bank of California July 2005 - April 2008
Cuyamaca Bank August 2001 - June 2004
Community First National Bank January 2000 - June 2001
The Bank of San Diego March 1990 - November 1993
Union Bank March 1978 - June 1989
Skills
Credt Analyss, Risk Management, Business Development, Banking, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Credit, Real Estate, Financial Analysis, Financial Services, Accounting, Budgets, Leadership, Mergers & Acquisitions, Commercial Banking, Training, Underwriting, Credit Risk, Cash Management, Finance
Education
Liberty University 2011 — 2012
Master of Science (M.S.), Accounting
Lliberty University 2009 — 2011
Bachelor of Science (B.S.), Accounting
The Ohio State University 1974 — 1977
None, Busness Administration
Michael Furlow's Union Bank Experience July 2011 - October 2014
Job Sr. Planning Manager at Genentech
Industry Biotechnology
Experience
Genentech October 2014 - Present
Union Bank July 2011 - October 2014
Cisco Systems July 2006 - July 2011
Sun Microsystems October 1997 - July 2006
Skills
Program Management, Vendor Management, Cross-functional Team..., Portfolio Management, Outsourcing
Education
LSU 1980 — 1986
Bachelor or Architecture, Architecture and Design
Genentech October 2014 - Present
Union Bank July 2011 - October 2014
Cisco Systems July 2006 - July 2011
Sun Microsystems October 1997 - July 2006
Skills
Program Management, Vendor Management, Cross-functional Team..., Portfolio Management, Outsourcing
Education
LSU 1980 — 1986
Bachelor or Architecture, Architecture and Design
Candis Montgomery's Union Bank Experience September 2012 - April 2014
Job Payroll Specialist at TrueCar, Inc.
Industry Accounting
Experience
TrueCar, Inc. November 2014 - Present
Union Bank September 2012 - April 2014
Capital Group 2014 - 2014
ADP October 2006 - July 2010
Skills
Payroll, Onboarding, Human Resources, Finance, Accounting, Employee Benefits, Income Tax, Benefits Administration, HRIS, Public Speaking, Applicant Tracking..., Microsoft Office, Customer Service, Social Media, Leadership, Marketing
Education
Massachusetts College of Liberal Arts
weston high school
weston high school
TrueCar, Inc. November 2014 - Present
Union Bank September 2012 - April 2014
Capital Group 2014 - 2014
ADP October 2006 - July 2010
Skills
Payroll, Onboarding, Human Resources, Finance, Accounting, Employee Benefits, Income Tax, Benefits Administration, HRIS, Public Speaking, Applicant Tracking..., Microsoft Office, Customer Service, Social Media, Leadership, Marketing
Education
Massachusetts College of Liberal Arts
weston high school
weston high school
Nadia Zaman Nadia Zaman's Union Bank Experience September 2012 - August 2014
Job Sr Credit Analyst Tech, Media, & Telecom
Industry Banking
Experience
MUFG Americas August 2014 - Present
Union Bank September 2012 - August 2014
Lehigh University Controller Office August 2008 - May 2012
PPL Corporation June 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Credit Risk, Loans, Bengali, Capital Markets, Financial Risk, Thomson One, Drums, Piano, Financial Analysis, Financial Modeling, Microsoft Word, PowerPoint
Education
Lehigh University 2008 — 2012
BS, Major: Finance Minor: Arabic, 3.56
Lehigh University
MUFG Americas August 2014 - Present
Union Bank September 2012 - August 2014
Lehigh University Controller Office August 2008 - May 2012
PPL Corporation June 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Credit Risk, Loans, Bengali, Capital Markets, Financial Risk, Thomson One, Drums, Piano, Financial Analysis, Financial Modeling, Microsoft Word, PowerPoint
Education
Lehigh University 2008 — 2012
BS, Major: Finance Minor: Arabic, 3.56
Lehigh University
Lupe Thompson Lupe Thompson's Union Bank Experience 1973 - 2006
Job Finance Assistant at St. Finbar Church
Industry Nonprofit Organization Management
Experience
St. Finbar Church 2007 - Present
Union Bank 1973 - 2006
Skills
Fully Bilingual in..., Strategic Planning, Management, Project Planning, Social Networking, Microsoft Excel, Microsoft Office, Mutual Funds, Profit Sharing, Employee Benefits, Finance, Risk Management, Trusts, Community Outreach, Training, Budgets, Customer Service, Valuation, Team Building, Payroll, Accounting, PeopleSoft, Public Speaking, English, Leadership, Volunteer Management, Human Resources, Project Management, Nonprofits, Marketing Communications, Team Leadership, Business Strategy, Business Analysis, Defined Benefit, HRIS
Education
Loyola Marymount University 2009 — 2011
Certification, Bible/Biblical Studies
Wharton School, University of Pennsylvania 1991 — 1994
Certification, Employee Benefits Administrator
Immaculate Heart College 1963 — 1967
Bachellor, Business Administration and Management, General
St. Finbar Church 2007 - Present
Union Bank 1973 - 2006
Skills
Fully Bilingual in..., Strategic Planning, Management, Project Planning, Social Networking, Microsoft Excel, Microsoft Office, Mutual Funds, Profit Sharing, Employee Benefits, Finance, Risk Management, Trusts, Community Outreach, Training, Budgets, Customer Service, Valuation, Team Building, Payroll, Accounting, PeopleSoft, Public Speaking, English, Leadership, Volunteer Management, Human Resources, Project Management, Nonprofits, Marketing Communications, Team Leadership, Business Strategy, Business Analysis, Defined Benefit, HRIS
Education
Loyola Marymount University 2009 — 2011
Certification, Bible/Biblical Studies
Wharton School, University of Pennsylvania 1991 — 1994
Certification, Employee Benefits Administrator
Immaculate Heart College 1963 — 1967
Bachellor, Business Administration and Management, General
Marilyn Seigfried's Union Bank Experience October 2003 - January 2004
Job Corporate Compliance Officer / Vice President
Industry Banking
Experience
Florida Community Bank June 2011 - Present
BankAtlantic April 2006 - June 2011
Valley Bank January 2004 - April 2006
Union Bank October 2003 - January 2004
BankUnited September 2000 - October 2003
Kislak National Bank June 1997 - August 2000
Skills
Bank Secrecy Act, Banking, Deposits, Credit, Retail Banking, Commercial Lending, Risk Management, Financial Risk, Credit Analysis, Mortgage Lending, AML, Consumer Lending, Small Business Lending, Cash Management, Loan Origination, Lines Of Credit, Underwriting, Credit Cards, Mortgage Banking, USA PATRIOT Act, Treasury Management, Internal Audit, Executive Management, Mergers, Enterprise Risk..., Operational Risk, Loan Servicing, Advertising, Coaching, Commercial Banking, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Institutions, Financial Services, Fraud, OFAC, Loans, Risk Assessment, Sarbanes-Oxley Act, Investments, KYC, Securities, Portfolio Management, Anti Money Laundering
Education
Consumer Compliance School - University of Oklahoma 1994 — 1994
Scholarship Recipient
LIU Post 1980 — 1984
BA
Florida Community Bank June 2011 - Present
BankAtlantic April 2006 - June 2011
Valley Bank January 2004 - April 2006
Union Bank October 2003 - January 2004
BankUnited September 2000 - October 2003
Kislak National Bank June 1997 - August 2000
Skills
Bank Secrecy Act, Banking, Deposits, Credit, Retail Banking, Commercial Lending, Risk Management, Financial Risk, Credit Analysis, Mortgage Lending, AML, Consumer Lending, Small Business Lending, Cash Management, Loan Origination, Lines Of Credit, Underwriting, Credit Cards, Mortgage Banking, USA PATRIOT Act, Treasury Management, Internal Audit, Executive Management, Mergers, Enterprise Risk..., Operational Risk, Loan Servicing, Advertising, Coaching, Commercial Banking, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Institutions, Financial Services, Fraud, OFAC, Loans, Risk Assessment, Sarbanes-Oxley Act, Investments, KYC, Securities, Portfolio Management, Anti Money Laundering
Education
Consumer Compliance School - University of Oklahoma 1994 — 1994
Scholarship Recipient
LIU Post 1980 — 1984
BA
Mariam Nantambi's Union Bank Experience 2008 - 2009
Job Director Financial Analysis | Strategy | Reporting
Industry Financial Services
Experience
FDIC 2009 - 2012
Union Bank 2008 - 2009
IMPAC Mortgage Holdings Inc 2006 - 2007
Citibank 2004 - 2006
GMAC-RFC September 2003 - March 2004
AT&T Mobility 1999 - 2003
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Portfolio Management, Financial Reporting, Banking, Financial Accounting, Forecasting, Mergers & Acquisitions, Strategic Financial..., Due Diligence, Managerial Finance, Business Process..., Accounting, Budgets, Leadership, Strategic Planning, Loans, Analytics, Strategy, Mortgage Banking, Financial Statement..., Financial Forecasting, Financial Services, DCF Valuation, Cash Flow Forecasting, Balance Sheet Review, Free Cash Flow, Consolidated Financial..., Valuation, Financial Planning, Analysis, Management, Business Strategy, Financial Risk, Project Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2004
Certificate
Makerere University
Bachelor's Degree
FDIC 2009 - 2012
Union Bank 2008 - 2009
IMPAC Mortgage Holdings Inc 2006 - 2007
Citibank 2004 - 2006
GMAC-RFC September 2003 - March 2004
AT&T Mobility 1999 - 2003
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Portfolio Management, Financial Reporting, Banking, Financial Accounting, Forecasting, Mergers & Acquisitions, Strategic Financial..., Due Diligence, Managerial Finance, Business Process..., Accounting, Budgets, Leadership, Strategic Planning, Loans, Analytics, Strategy, Mortgage Banking, Financial Statement..., Financial Forecasting, Financial Services, DCF Valuation, Cash Flow Forecasting, Balance Sheet Review, Free Cash Flow, Consolidated Financial..., Valuation, Financial Planning, Analysis, Management, Business Strategy, Financial Risk, Project Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2004
Certificate
Makerere University
Bachelor's Degree
Marilyn Seigfried's Union Bank Experience October 2003 - February 2005
Job Compliance Officer at Bankatlantic
Industry Banking
Experience
Bankatlantic April 2006 - Present
Valley Bank February 2005 - March 2006
Union Bank October 2003 - February 2005
BankUnited 2000 - 2004
Kislak National Bank 1996 - 2000
Education
LIU Post 1980 — 1984
Bankatlantic April 2006 - Present
Valley Bank February 2005 - March 2006
Union Bank October 2003 - February 2005
BankUnited 2000 - 2004
Kislak National Bank 1996 - 2000
Education
LIU Post 1980 — 1984
Ana Bennett's Union Bank Experience April 2011 - Present
Job Vice President, Compliance Officer at MUFG Americas
Industry Banking
Experience
MUFG Americas July 2014 - Present
Union Bank April 2011 - Present
Union Bank July 2010 - April 2011
Residential Credit Solutions, Inc June 2007 - September 2008
Aames Home Loan February 2001 - June 2007
Aames Home Loan April 1999 - January 2001
Aames Home Loan November 1997 - March 1999
Aames Home Loan June 1996 - October 1997
Great Western Bank June 1995 - June 1996
Bank of America April 1993 - June 1995
Skills
Mortgage Lending, Loss Mitigation, Compliance, Risk Management, Reporting & Analysis, Project Management
Education
Loyola Marymount University, College of Business Administration 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
MUFG Americas July 2014 - Present
Union Bank April 2011 - Present
Union Bank July 2010 - April 2011
Residential Credit Solutions, Inc June 2007 - September 2008
Aames Home Loan February 2001 - June 2007
Aames Home Loan April 1999 - January 2001
Aames Home Loan November 1997 - March 1999
Aames Home Loan June 1996 - October 1997
Great Western Bank June 1995 - June 1996
Bank of America April 1993 - June 1995
Skills
Mortgage Lending, Loss Mitigation, Compliance, Risk Management, Reporting & Analysis, Project Management
Education
Loyola Marymount University, College of Business Administration 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Roslyn Sherrill's Union Bank Experience October 1981 - Present
Job Vice President & Relationship Manager
Industry Banking
Experience
Union Bank October 1981 - Present
It's All About U February 1981 - Present
Jafra 1983 - 2009
Skills
Entertainment, Acting, Film, Feature Films, Music, Singing, Voice Over, Relationship Management, Banking, Cash Management, Portfolio Management, Treasury Management, Cross Selling, Credit, Commercial Lending, Commercial Banking, Customer Service, Public Speaking, Risk Management, Training, Event Planning
Education
Los Angeles Trade Technical College
Associate of Arts (AA), Business/Corporate Communications and Small Business Management, College Grad
Union Bank October 1981 - Present
It's All About U February 1981 - Present
Jafra 1983 - 2009
Skills
Entertainment, Acting, Film, Feature Films, Music, Singing, Voice Over, Relationship Management, Banking, Cash Management, Portfolio Management, Treasury Management, Cross Selling, Credit, Commercial Lending, Commercial Banking, Customer Service, Public Speaking, Risk Management, Training, Event Planning
Education
Los Angeles Trade Technical College
Associate of Arts (AA), Business/Corporate Communications and Small Business Management, College Grad
David SiuYingYuan's Union Bank Experience March 1994 - September 1999
Job Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2000 - Present
BNI 2010 - 2011
Union Bank March 1994 - September 1999
Pacific Bank 1998 - 1999
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans
Education
Marquette University 1986 — 1990
Marquette University 1986 — 1990
BA, Philosophy
Wesleyan Academy
California Bank & Trust July 2000 - Present
BNI 2010 - 2011
Union Bank March 1994 - September 1999
Pacific Bank 1998 - 1999
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans
Education
Marquette University 1986 — 1990
Marquette University 1986 — 1990
BA, Philosophy
Wesleyan Academy
Joseph Catalano's Union Bank Experience April 2005 - Present
Job SVP & Chief Litigation Counsel at Union Bank
Industry Banking
Experience
Union Bank April 2005 - Present
Bay View Capital Corporation October 2002 - September 2005
Education
University of the Pacific - McGeorge School of Law 1970 — 1973
JD, Law
Manhattan College 1964 — 1968
BA, English Literature
Union Bank April 2005 - Present
Bay View Capital Corporation October 2002 - September 2005
Education
University of the Pacific - McGeorge School of Law 1970 — 1973
JD, Law
Manhattan College 1964 — 1968
BA, English Literature
Augie Esquer's Union Bank Experience May 2010 - July 2010
Job Sr. Project Analyst at L.A. Care Health Plan
Industry Information Services
Experience
L.A. Care Health Plan February 2012 - Present
Ventura Foods September 2010 - April 2011
Union Bank May 2010 - July 2010
Toyota Financial Services August 2006 - March 2009
AMCOR SUNCLIPSE NORTH AMERICA August 2004 - March 2006
L. A. Care Health Plan July 1999 - December 2003
Home Savings of America 1978 - 1999
Home Savings of America 1978 - 1999
Skills
Vendor Management, Process Improvement, Project Management, IT Strategy, Visio, Strategic Planning, Business Analysis, Project Planning, Business Process..., Change Management, Risk Management, Team Building, Team Leadership, Financial Analysis, Operations Management
Education
Loyola Marymount University, College of Business Administration 1975 — 1979
L.A. Care Health Plan February 2012 - Present
Ventura Foods September 2010 - April 2011
Union Bank May 2010 - July 2010
Toyota Financial Services August 2006 - March 2009
AMCOR SUNCLIPSE NORTH AMERICA August 2004 - March 2006
L. A. Care Health Plan July 1999 - December 2003
Home Savings of America 1978 - 1999
Home Savings of America 1978 - 1999
Skills
Vendor Management, Process Improvement, Project Management, IT Strategy, Visio, Strategic Planning, Business Analysis, Project Planning, Business Process..., Change Management, Risk Management, Team Building, Team Leadership, Financial Analysis, Operations Management
Education
Loyola Marymount University, College of Business Administration 1975 — 1979
Joseph Catalano's Union Bank Experience April 2005 - Present
Job SVP & Chief Litigation Counsel at Union Bank of California
Industry Banking
Experience
MUFG Union Bank September 2013 - Present
Union Bank April 2005 - Present
Education
Manhattan College
University of the Pacific - McGeorge School of Law
JD, Law
MUFG Union Bank September 2013 - Present
Union Bank April 2005 - Present
Education
Manhattan College
University of the Pacific - McGeorge School of Law
JD, Law
Gene Tsui, CFA's Union Bank Experience October 2002 - Present
Job Seasoned Portfolio Manager, Experienced in Fixed Income Management, Mortgages and Investment Grade securities
Industry Banking
Experience
Union Bank October 2002 - Present
First Western Capital Management (FMA) June 1999 - December 2001
Danson & Neuhar Investment Company March 1996 - June 1999
The Walt Disney Company March 1993 - March 1996
WellPoint February 1992 - March 1993
Wells Fargo (First Interstate Bank) April 1988 - September 1991
W. R. Grace & Co. February 1982 - August 1986
Skills
Capital Markets, Asset Managment, Investments, Credit, Bloomberg, Fixed Income, Structured Products, Financial Modeling, Wealth Management, Asset Allocation, Risk Management, Derivatives, Corporate Finance, Treasury Management, Banking, Portfolio Management, Bonds, Asset Management, Securities, Trading
Education
Massachusetts Institute of Technology
M.S., Chemical Engineering
The University of Connecticut
B.S., Chemical Engineering
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Union Bank October 2002 - Present
First Western Capital Management (FMA) June 1999 - December 2001
Danson & Neuhar Investment Company March 1996 - June 1999
The Walt Disney Company March 1993 - March 1996
WellPoint February 1992 - March 1993
Wells Fargo (First Interstate Bank) April 1988 - September 1991
W. R. Grace & Co. February 1982 - August 1986
Skills
Capital Markets, Asset Managment, Investments, Credit, Bloomberg, Fixed Income, Structured Products, Financial Modeling, Wealth Management, Asset Allocation, Risk Management, Derivatives, Corporate Finance, Treasury Management, Banking, Portfolio Management, Bonds, Asset Management, Securities, Trading
Education
Massachusetts Institute of Technology
M.S., Chemical Engineering
The University of Connecticut
B.S., Chemical Engineering
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Arun Jeyaprakassam's Union Bank Experience July 2013 - October 2013
Job Vice President, Financial Manager, Basel Capital Calculation at MUFG Americas
Industry Banking
Experience
MUFG Americas November 2013 - Present
Union Bank July 2013 - October 2013
Union Bank December 2012 - June 2013
Ernst & Young August 2010 - November 2012
Ernst & Young June 2009 - July 2009
Skills
Credit Risk, Regulatory Reporting, Basel II, Basel III, Financial Modeling, Risk Management, Valuation, Team Management, Visio, SQL, Corporate Finance, FFIEC 101, Regulatory Compliance
Education
Investment Banking Institute, New York 2011 — 2011
Financial modeling and valuation training program
Lehigh University - College of Business and Economics 2008 — 2010
MBA, Finance
PSG College of Technology 2001 — 2005
BE, Production Engineering
MUFG Americas November 2013 - Present
Union Bank July 2013 - October 2013
Union Bank December 2012 - June 2013
Ernst & Young August 2010 - November 2012
Ernst & Young June 2009 - July 2009
Skills
Credit Risk, Regulatory Reporting, Basel II, Basel III, Financial Modeling, Risk Management, Valuation, Team Management, Visio, SQL, Corporate Finance, FFIEC 101, Regulatory Compliance
Education
Investment Banking Institute, New York 2011 — 2011
Financial modeling and valuation training program
Lehigh University - College of Business and Economics 2008 — 2010
MBA, Finance
PSG College of Technology 2001 — 2005
BE, Production Engineering
Del Londono's Union Bank Experience January 2009 - August 2010
Job President at Centric Financial Services
Industry Financial Services
Experience
Centric Financial Services February 2010 - Present
Union Bank January 2009 - August 2010
Bank of America January 2003 - September 2006
Education
Loyola Marymount University 2005 — 2008
Centric Financial Services February 2010 - Present
Union Bank January 2009 - August 2010
Bank of America January 2003 - September 2006
Education
Loyola Marymount University 2005 — 2008
Alex Vilensky's Union Bank Experience February 2008 - January 2010
Job Senior Programmer at Illumina
Industry Computer Software
Experience
Illumina June 2015 - Present
Humana February 2010 - June 2015
Union Bank February 2008 - January 2010
TriCipher March 2006 - February 2008
Skills
Unix, Perl, Linux, Java, C++, SQL, SDLC, Software Development, Windows, Databases, Agile Methodologies, Integration, XML, Enterprise Architecture, .NET
Education
Lomonosov Moscow State University (MSU) 1986 — 1990
bachelor, com/science
#193 Moscow Public School 1974 — 1984
High school diploma , General Studies
Illumina June 2015 - Present
Humana February 2010 - June 2015
Union Bank February 2008 - January 2010
TriCipher March 2006 - February 2008
Skills
Unix, Perl, Linux, Java, C++, SQL, SDLC, Software Development, Windows, Databases, Agile Methodologies, Integration, XML, Enterprise Architecture, .NET
Education
Lomonosov Moscow State University (MSU) 1986 — 1990
bachelor, com/science
#193 Moscow Public School 1974 — 1984
High school diploma , General Studies
Sandy (Suwannabhinant) Cohen's Union Bank Experience May 2008 - Present
Job Regulatory Liaison Associate at Union Bank
Industry Financial Services
Experience
Union Bank May 2008 - Present
Washington Mutual August 2001 - May 2008
Expanets 2000 - 2001
Skills
Banking, Loans, Audit Support
Education
Los Angeles Valley College 1997 — 1999
AA, Psychology
Union Bank May 2008 - Present
Washington Mutual August 2001 - May 2008
Expanets 2000 - 2001
Skills
Banking, Loans, Audit Support
Education
Los Angeles Valley College 1997 — 1999
AA, Psychology
Barb Hungerford's Union Bank Experience January 2014 - Present
Job Executive Assistant at Union Bank
Industry Banking
Experience
Union Bank January 2014 - Present
Send Out Cards January 2008 - December 2013
T-Mobile May 2010 - June 2013
The Legacy Group May 2009 - May 2010
Real Estate Resource Group January 2008 - May 2009
MortgageIT 2007 - 2008
Ownit Mortgage Solutions January 2004 - December 2006
First Franklin 1995 - 2004
Skills
Refinance, Mortgage Lending, Real Estate, Loans, FHA, Loan Origination, Sales, Human Resources, Selling, Marketing, Sales Management, Time Management, Credit, Sellers, Mortgage Banking, Strategic Financial..., Cold Calling, Finance, Customer Retention, Risk Management, Leadership, Investment Properties, Negotiation, Training, Team Building, Small Business, Customer Service, Management, Business Development, Social Networking, Insurance, Referrals
Education
Louisiana State University 1966 — 1968
NA, Psychology
Terrebonne High School
Union Bank January 2014 - Present
Send Out Cards January 2008 - December 2013
T-Mobile May 2010 - June 2013
The Legacy Group May 2009 - May 2010
Real Estate Resource Group January 2008 - May 2009
MortgageIT 2007 - 2008
Ownit Mortgage Solutions January 2004 - December 2006
First Franklin 1995 - 2004
Skills
Refinance, Mortgage Lending, Real Estate, Loans, FHA, Loan Origination, Sales, Human Resources, Selling, Marketing, Sales Management, Time Management, Credit, Sellers, Mortgage Banking, Strategic Financial..., Cold Calling, Finance, Customer Retention, Risk Management, Leadership, Investment Properties, Negotiation, Training, Team Building, Small Business, Customer Service, Management, Business Development, Social Networking, Insurance, Referrals
Education
Louisiana State University 1966 — 1968
NA, Psychology
Terrebonne High School
Shannon Hart's Union Bank Experience 2008 - 2012
Job Vice President at TPG Capital
Industry Financial Services
Experience
TPG Capital July 2012 - Present
Union Bank 2008 - 2012
Morgan Stanley 2003 - 2007
Federal Reserve Board 2000 - 2003
Skills
Capital Markets, Risk Management, Finance, Credit, Trading, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Banking, Investments, Asset Management, Real Estate Economics, Credit Analysis, Real Estate, Business Development, Hedge Funds
Education
University of Wisconsin-Madison 1995 — 2000
BBA, Economics; Finance, Investments and Banking
LIU Brooklyn
TPG Capital July 2012 - Present
Union Bank 2008 - 2012
Morgan Stanley 2003 - 2007
Federal Reserve Board 2000 - 2003
Skills
Capital Markets, Risk Management, Finance, Credit, Trading, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Banking, Investments, Asset Management, Real Estate Economics, Credit Analysis, Real Estate, Business Development, Hedge Funds
Education
University of Wisconsin-Madison 1995 — 2000
BBA, Economics; Finance, Investments and Banking
LIU Brooklyn
F. Frank Herrera's Union Bank Experience July 2009 - September 2012
Job Senior Vice President Commercial Banking at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2012 - Present
Union Bank July 2009 - September 2012
ALCENTRA, Inc May 2007 - February 2009
CALYON Corporate & Investment Bank September 1999 - February 2007
Mitsubishi Trust & Banking Corporation February 1990 - July 1998
CIBC 1987 - 1988
Skills
Credit Analysis, Capital Markets, Hedge Funds, Loans, Investment Banking, Credit, Commercial Lending, Financial Modeling, Financial Analysis, Investments, Credit Risk, High Yield, Middle Market, Asset Based Lending, Finance, Financial Institutions, Risk Management
Education
Loyola Marymount University 1977 — 1980
BS, Accounting
California Bank & Trust September 2012 - Present
Union Bank July 2009 - September 2012
ALCENTRA, Inc May 2007 - February 2009
CALYON Corporate & Investment Bank September 1999 - February 2007
Mitsubishi Trust & Banking Corporation February 1990 - July 1998
CIBC 1987 - 1988
Skills
Credit Analysis, Capital Markets, Hedge Funds, Loans, Investment Banking, Credit, Commercial Lending, Financial Modeling, Financial Analysis, Investments, Credit Risk, High Yield, Middle Market, Asset Based Lending, Finance, Financial Institutions, Risk Management
Education
Loyola Marymount University 1977 — 1980
BS, Accounting
Fernando Moreyra's Union Bank Experience March 2009 - Present
Job Vice President at Union Bank
Industry Financial Services
Experience
Union Bank March 2009 - Present
Citibank September 2002 - August 2008
The Bank of New York September 1997 - September 2002
Skills
Project Finance, Policy, Due Diligence, Securities, Customer Service, Banking, Loans, Financial Risk, Account Reconciliation, Capital Markets, Financial Services, Bonds, Cash Management
Education
Lehigh University 1993 — 1997
BS Finance, Finance
Union Bank March 2009 - Present
Citibank September 2002 - August 2008
The Bank of New York September 1997 - September 2002
Skills
Project Finance, Policy, Due Diligence, Securities, Customer Service, Banking, Loans, Financial Risk, Account Reconciliation, Capital Markets, Financial Services, Bonds, Cash Management
Education
Lehigh University 1993 — 1997
BS Finance, Finance
Ronald Baker's Union Bank Experience February 2012 - July 2014
Job President of Ronald G. Baker & Associates, Inc.
Industry Information Technology and Services
Experience
Trapper Ron's Humane Animal Removal & Relocation Services PresidentRonald G Baker & Associates, Inc.1988 - Present
Union Bank February 2012 - July 2014
PHP Health Systems 2008 - 2012
Lear Corporation 1999 - 2004
G & R Masonry 2001 - 2003
G & R Masonry 2001 - 2003
Trinity Information Services January 2001 - January 2002
Mercy Information Systems 1990 - 1995
NI Industries 1984 - 1987
Education
Madonna University 2001 — 2005
Madonna University 1951 — 1998
Schoolcraft College 1993 — 1995
Associate of Arts and Sciences (AAS), CIS
bentley high school 1980 — 1983
Trapper Ron's Humane Animal Removal & Relocation Services PresidentRonald G Baker & Associates, Inc.1988 - Present
Union Bank February 2012 - July 2014
PHP Health Systems 2008 - 2012
Lear Corporation 1999 - 2004
G & R Masonry 2001 - 2003
G & R Masonry 2001 - 2003
Trinity Information Services January 2001 - January 2002
Mercy Information Systems 1990 - 1995
NI Industries 1984 - 1987
Education
Madonna University 2001 — 2005
Madonna University 1951 — 1998
Schoolcraft College 1993 — 1995
Associate of Arts and Sciences (AAS), CIS
bentley high school 1980 — 1983
Christine Estacio Cole's Union Bank Experience August 2011 - Present
Job Sr Audit Consultant, Independent Risk Monitoring Group at Union Bank
Industry Financial Services
Experience
Union Bank August 2011 - Present
A.G. Edwards & Sons, Inc. 2003 - 2004
Charles Schwab January 2001 - November 2003
Bank of the West 2000 - 2001
The Bank of New York 1997 - 2000
Education
Loyola University Chicago
Union Bank August 2011 - Present
A.G. Edwards & Sons, Inc. 2003 - 2004
Charles Schwab January 2001 - November 2003
Bank of the West 2000 - 2001
The Bank of New York 1997 - 2000
Education
Loyola University Chicago
Debra Langvardt's Union Bank Experience May 2009 - May 2011
Job Business Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
Union Bank May 2009 - May 2011
De Lage Landen December 2000 - December 2008
STERLING PACIFIC LEASING, LLC March 1999 - December 2000
THE LANGVARDT GROUP, INC 1998 - 1999
NEW HORIZONS COMPUTER LEARNING CENTER January 1997 - August 1998
Wells Fargo Bank 1994 - 1997
Skills
Team Leadership, New Business Development, Sales Management, Product Marketing, Business Relationship..., Program Management, Profit & Loss Management, Financial Analysis, Strategic Planning, Public Speaking, Training & Development, Instructional Design, Employee Training, Retail Banking, Banking, Training, Strategic Partnerships, Credit, Negotiation, Commercial Lending, Sales, Management, Selling, Commercial Banking, Loans, Finance, Leadership, Business Development, Risk Management, Business Planning, Executive Management, Portfolio Management, Strategy, Financial Services, Cross-functional Team..., P&L Management, Team Building
Education
University of Redlands 1992 — 1995
Bachelor of Science, Business Administration Management
Los Angeles Mission College 1990 — 1992
Associate of Arts, Liberal Arts
JPMorgan Chase August 2012 - Present
Union Bank May 2009 - May 2011
De Lage Landen December 2000 - December 2008
STERLING PACIFIC LEASING, LLC March 1999 - December 2000
THE LANGVARDT GROUP, INC 1998 - 1999
NEW HORIZONS COMPUTER LEARNING CENTER January 1997 - August 1998
Wells Fargo Bank 1994 - 1997
Skills
Team Leadership, New Business Development, Sales Management, Product Marketing, Business Relationship..., Program Management, Profit & Loss Management, Financial Analysis, Strategic Planning, Public Speaking, Training & Development, Instructional Design, Employee Training, Retail Banking, Banking, Training, Strategic Partnerships, Credit, Negotiation, Commercial Lending, Sales, Management, Selling, Commercial Banking, Loans, Finance, Leadership, Business Development, Risk Management, Business Planning, Executive Management, Portfolio Management, Strategy, Financial Services, Cross-functional Team..., P&L Management, Team Building
Education
University of Redlands 1992 — 1995
Bachelor of Science, Business Administration Management
Los Angeles Mission College 1990 — 1992
Associate of Arts, Liberal Arts
Yutaka Miyashita's Union Bank Experience June 2008 - Present
Job Senior Vice President at Union Bank of California
Industry Banking
Experience
Union Bank June 2008 - Present
Bank of Tokyo-Mitsubishi UFJ April 1997 - May 2007
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Visiting Scholar, Finance
Kyoto University 1986 — 1990
Bachelor, Law
Union Bank June 2008 - Present
Bank of Tokyo-Mitsubishi UFJ April 1997 - May 2007
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Visiting Scholar, Finance
Kyoto University 1986 — 1990
Bachelor, Law
Tina Roger Vakayil, FCCA's Union Bank Experience January 2011 - November 2012
Job Manager, Advisory Financial Services Office at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2014 - Present
Bank of the West April 2013 - August 2014
Union Bank January 2011 - November 2012
E*Trade Securities Ltd. December 2008 - November 2010
Kotak Mahindra (UK) Ltd. July 2005 - October 2008
Blockmaster International Ltd. January 2005 - May 2005
Skills
Operational Risk, Financial Analysis, Regulations, Banking, Accounting, Risk Management, Basel II, ICAAP, Economic Capital, Risk Appetite, Risk Assessment, Enterprise Risk..., Financial Accounting, Capital Budgeting, Credit Risk, Internal Audit, Operational Risk..., Cash Management, Finance, Internal Controls, Financial Services
Education
The Association of Chartered Certified Accountants 2003 — 2006
ACCA
Mahatma Gandhi University 2001 — 2004
Bachelors of Commerce
The Indian School, Bahrain
Ernst & Young September 2014 - Present
Bank of the West April 2013 - August 2014
Union Bank January 2011 - November 2012
E*Trade Securities Ltd. December 2008 - November 2010
Kotak Mahindra (UK) Ltd. July 2005 - October 2008
Blockmaster International Ltd. January 2005 - May 2005
Skills
Operational Risk, Financial Analysis, Regulations, Banking, Accounting, Risk Management, Basel II, ICAAP, Economic Capital, Risk Appetite, Risk Assessment, Enterprise Risk..., Financial Accounting, Capital Budgeting, Credit Risk, Internal Audit, Operational Risk..., Cash Management, Finance, Internal Controls, Financial Services
Education
The Association of Chartered Certified Accountants 2003 — 2006
ACCA
Mahatma Gandhi University 2001 — 2004
Bachelors of Commerce
The Indian School, Bahrain
Jothi Sankaran's Union Bank Experience April 2010 - February 2012
Job Senior SharePoint consultant Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions May 2012 - Present
Sempra Energy January 2012 - June 2012
Union Bank April 2010 - February 2012
Sony Pictures Entertainment 2009 - 2010
Centenary College 2007 - 2009
Skills
SharePoint, Web Services, Microsoft SQL Server, .NET, SharePoint Designer, ASP.NET, IIS, SDLC, Requirements Analysis, Software Project..., Microsoft Office..., SQL, Business Analysis, Software Development, C#, Enterprise Architecture, Visual Studio, SSRS
Education
Madurai Kamaraj University 1998 — 2000
Masters, Computer Science, A
Thiagarajar College of Engineering 1995 — 1998
BAchelors, Applied Sciences
Cognizant Technology Solutions May 2012 - Present
Sempra Energy January 2012 - June 2012
Union Bank April 2010 - February 2012
Sony Pictures Entertainment 2009 - 2010
Centenary College 2007 - 2009
Skills
SharePoint, Web Services, Microsoft SQL Server, .NET, SharePoint Designer, ASP.NET, IIS, SDLC, Requirements Analysis, Software Project..., Microsoft Office..., SQL, Business Analysis, Software Development, C#, Enterprise Architecture, Visual Studio, SSRS
Education
Madurai Kamaraj University 1998 — 2000
Masters, Computer Science, A
Thiagarajar College of Engineering 1995 — 1998
BAchelors, Applied Sciences
Dan Esposito's Union Bank Experience April 2004 - June 2006
Job Vice President/Relationship Manager at Merchants Bank of California
Industry Banking
Experience
Merchants Bank of California March 2014 - Present
EH National Bank July 2013 - March 2014
First Citizens Bank December 2011 - June 2012
Comerica Bank June 2006 - August 2011
Union Bank April 2004 - June 2006
Skills
Commercial Banking, Commercial Lending, Loans, Small Business Lending, Customer Service, Banking, Commercial Real Estate, Credit Analysis, Portfolio Management, Credit, Underwriting, Lines Of Credit, Loan Origination, SBA, Financial Analysis, Asset Based Lending, Consumer Lending, Treasury Management, Mortgage Lending, Risk Management, Retail Banking, Finance, Credit Risk, Business Development, Relationship Management, Private Banking
Education
California State University - Dominguez Hills 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Loyola Marymount University, College of Business Administration 1987 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Merchants Bank of California March 2014 - Present
EH National Bank July 2013 - March 2014
First Citizens Bank December 2011 - June 2012
Comerica Bank June 2006 - August 2011
Union Bank April 2004 - June 2006
Skills
Commercial Banking, Commercial Lending, Loans, Small Business Lending, Customer Service, Banking, Commercial Real Estate, Credit Analysis, Portfolio Management, Credit, Underwriting, Lines Of Credit, Loan Origination, SBA, Financial Analysis, Asset Based Lending, Consumer Lending, Treasury Management, Mortgage Lending, Risk Management, Retail Banking, Finance, Credit Risk, Business Development, Relationship Management, Private Banking
Education
California State University - Dominguez Hills 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Loyola Marymount University, College of Business Administration 1987 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Rod Trzcinski's Union Bank Experience June 1999 - January 2001
Job First Vice President at IDB Bank
Industry Banking
Experience
IDB Bank June 2011 - Present
IDB Bank June 2011 - Present
Financial Consultant November 2009 - June 2011
First Southern Bank December 2003 - October 2009
Colonial Bank April 2001 - November 2003
Union Bank June 1999 - January 2001
Colonial Bank September 1998 - June 1999
Eastern National Bank October 1988 - September 1998
Skills
Commercial Lending, Construction Loans, SBA, Team Building, Real Estate Lending, Credit Analysis, Loans, Credit, Portfolio Management, Underwriting, Risk Management, Business Development, Commercial Real Estate, Risk Assessment, Commercial Banking, International Business, Cross Functional Team..., Multi-cultural team..., Banking, Management, Mergers & Acquisitions, Cash Management, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Finance, Small Business Lending, Credit Risk, Funding, Executive Management, Loan Origination, Treasury Management, Cash Flow Lending, Consumer Lending, Financial Risk, Private Banking, Real Estate Financing, Workout, Due Diligence, Investments, Asset Management, Wealth Management, Financial Analysis, Relationship Management, Real Estate, Retail Banking, Lines Of Credit
Education
Louisiana State University 1996 — 1999
Graduate, Banking
University of Alabama 1976 — 1980
Business, Finance
Jefferson Davis High School
High School Diploma, French National Honor Society & Mu Alpha Theta (Math Honor Society)
IDB Bank June 2011 - Present
IDB Bank June 2011 - Present
Financial Consultant November 2009 - June 2011
First Southern Bank December 2003 - October 2009
Colonial Bank April 2001 - November 2003
Union Bank June 1999 - January 2001
Colonial Bank September 1998 - June 1999
Eastern National Bank October 1988 - September 1998
Skills
Commercial Lending, Construction Loans, SBA, Team Building, Real Estate Lending, Credit Analysis, Loans, Credit, Portfolio Management, Underwriting, Risk Management, Business Development, Commercial Real Estate, Risk Assessment, Commercial Banking, International Business, Cross Functional Team..., Multi-cultural team..., Banking, Management, Mergers & Acquisitions, Cash Management, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Finance, Small Business Lending, Credit Risk, Funding, Executive Management, Loan Origination, Treasury Management, Cash Flow Lending, Consumer Lending, Financial Risk, Private Banking, Real Estate Financing, Workout, Due Diligence, Investments, Asset Management, Wealth Management, Financial Analysis, Relationship Management, Real Estate, Retail Banking, Lines Of Credit
Education
Louisiana State University 1996 — 1999
Graduate, Banking
University of Alabama 1976 — 1980
Business, Finance
Jefferson Davis High School
High School Diploma, French National Honor Society & Mu Alpha Theta (Math Honor Society)
Daniel Bajalis's Union Bank Experience November 2013 - Present
Job VP Process Development Manager
Industry Financial Services
Experience
Union Bank November 2013 - Present
Union Bank November 2011 - March 2013
JPMorgan Chase July 2011 - October 2012
Bank of America January 2009 - June 2011
Countrywide Home Loans March 2002 - July 2008
Contemporary Services, Inc January 2001 - January 2002
West America Mortgage January 1999 - January 2001
North American Mortgage A Dime Co January 1996 - January 1999
Skills
Mortgage Lending, Loans, Underwriting, Loan Origination, Consumer Lending, Refinance, Residential Mortgages, FHA, Financial Risk, Mortgage Underwriting, Government Loans, Finance, Management, Risk Management, Leadership, FHA Financing, Real Estate, Business Process..., Business Process..., Business Process..., Change Management, Continuous Improvement, Quality Management, Lean Six Sigma, Business Process Design, Procedure Development
Education
California Department of Real Estate Sales
A.M
Liberty University
Union Bank November 2013 - Present
Union Bank November 2011 - March 2013
JPMorgan Chase July 2011 - October 2012
Bank of America January 2009 - June 2011
Countrywide Home Loans March 2002 - July 2008
Contemporary Services, Inc January 2001 - January 2002
West America Mortgage January 1999 - January 2001
North American Mortgage A Dime Co January 1996 - January 1999
Skills
Mortgage Lending, Loans, Underwriting, Loan Origination, Consumer Lending, Refinance, Residential Mortgages, FHA, Financial Risk, Mortgage Underwriting, Government Loans, Finance, Management, Risk Management, Leadership, FHA Financing, Real Estate, Business Process..., Business Process..., Business Process..., Change Management, Continuous Improvement, Quality Management, Lean Six Sigma, Business Process Design, Procedure Development
Education
California Department of Real Estate Sales
A.M
Liberty University
Alfredo Zullo's Union Bank Experience May 2013 - Present
Job Managing Director at MUFG Union Bank
Industry Banking
Experience
Union Bank May 2013 - Present
PB Capital 2004 - May 2013
Hypo Real Estate Capital Corp 1997 - 2004
Skills
Due Diligence, Real Estate Economics, Structured Finance, Real Estate, Asset Managment, Portfolio Management, Valuation
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Lehigh University 1989 — 1993
BS, Civil Engineering
Union Bank May 2013 - Present
PB Capital 2004 - May 2013
Hypo Real Estate Capital Corp 1997 - 2004
Skills
Due Diligence, Real Estate Economics, Structured Finance, Real Estate, Asset Managment, Portfolio Management, Valuation
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Lehigh University 1989 — 1993
BS, Civil Engineering
Grisel Abassi's Union Bank Experience August 2009 - June 2011
Job Assistant Vice President at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank, N.A. January 2014 - Present
GE Capital Corporate Finance August 2011 - December 2013
Union Bank August 2009 - June 2011
GE Capital Franchise Finance, formerly CitiCapital 1997 - 2008
Barnett Bank of Palm Beach County, FL 1989 - 1996
Bank of America 1979 - 1989
Skills
Commercial Banking, Commercial Real Estate
Education
Los Angeles Valley College
Finance and Banking
BMO Harris Bank, N.A. January 2014 - Present
GE Capital Corporate Finance August 2011 - December 2013
Union Bank August 2009 - June 2011
GE Capital Franchise Finance, formerly CitiCapital 1997 - 2008
Barnett Bank of Palm Beach County, FL 1989 - 1996
Bank of America 1979 - 1989
Skills
Commercial Banking, Commercial Real Estate
Education
Los Angeles Valley College
Finance and Banking
Rosamond Wong's Union Bank Experience May 2012 - Present
Job Vice President & Senior Trust Officer
Industry Financial Services
Experience
Union Bank May 2012 - Present
Wells Fargo / Wachovia February 2008 - May 2012
Citigroup Trust November 2000 - February 2008
Wells Fargo May 1999 - November 2000
Bank of America October 1997 - May 1999
Skills
Trust Services, Wealth Management, Portfolio Management, Estate Planning, Wealth Management..., High Net Worth..., Private Banking, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory
Education
Loyola Law School, Los Angeles
J.D.
University of California, Los Angeles
B.A., Business-Economics
Union Bank May 2012 - Present
Wells Fargo / Wachovia February 2008 - May 2012
Citigroup Trust November 2000 - February 2008
Wells Fargo May 1999 - November 2000
Bank of America October 1997 - May 1999
Skills
Trust Services, Wealth Management, Portfolio Management, Estate Planning, Wealth Management..., High Net Worth..., Private Banking, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory
Education
Loyola Law School, Los Angeles
J.D.
University of California, Los Angeles
B.A., Business-Economics
Beau Brennan Lazar's Union Bank Experience September 2013 - May 2014
Job Senior Mortgage Loan Officer
Industry Banking
Experience
Bank of America May 2014 - Present
Union Bank September 2013 - May 2014
Wells Fargo October 2008 - September 2013
South Bay Mortgage and Capital, Inc. September 2005 - October 2008
Chase February 1998 - September 2005
Skills
Complete underwriting..., Customer Retention, Mortgage Lending, Banking, Investment Properties, Mortgage Banking, Residential Mortgages, Sales, Loans, Loan Origination, Real Estate, Refinance
Education
Loyola Marymount University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, B
Bank of America May 2014 - Present
Union Bank September 2013 - May 2014
Wells Fargo October 2008 - September 2013
South Bay Mortgage and Capital, Inc. September 2005 - October 2008
Chase February 1998 - September 2005
Skills
Complete underwriting..., Customer Retention, Mortgage Lending, Banking, Investment Properties, Mortgage Banking, Residential Mortgages, Sales, Loans, Loan Origination, Real Estate, Refinance
Education
Loyola Marymount University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, B
Jonathan Cosme's Union Bank Experience September 2010 - Present
Job Experienced Support Services Professional
Industry Financial Services
Experience
Union Bank September 2010 - Present
Supreme Holdings Group Inc. February 2010 - March 2010
Shanholt Glassman Klein Kramer & Co. September 2009 - February 2010
Concorde Personnel July 2009 - July 2009
Arup August 2007 - February 2009
Argent Mortgage February 2005 - July 2007
Dominican College 2000 - 2005
Skills
Microsoft Office, Outlook, Invoicing, PowerPoint, Lotus Notes, QuickBooks, Customer Service, Microsoft Word, Time Management, Teamwork, AutoCAD, MAC OS, Access, Administration, Analysis, Budgets, Event Planning, Leadership, Management, Microsoft Excel, Program Management, Public Speaking, Research, Social Media, Team Building
Education
Lincoln Technical Institute-Paramus 2015 — 2016
Computer and Network Support Technician Certificate, Information Technology
2005 Dominican College 2000 — 2005
B.S, Management Information Systems and International Management
Union Bank September 2010 - Present
Supreme Holdings Group Inc. February 2010 - March 2010
Shanholt Glassman Klein Kramer & Co. September 2009 - February 2010
Concorde Personnel July 2009 - July 2009
Arup August 2007 - February 2009
Argent Mortgage February 2005 - July 2007
Dominican College 2000 - 2005
Skills
Microsoft Office, Outlook, Invoicing, PowerPoint, Lotus Notes, QuickBooks, Customer Service, Microsoft Word, Time Management, Teamwork, AutoCAD, MAC OS, Access, Administration, Analysis, Budgets, Event Planning, Leadership, Management, Microsoft Excel, Program Management, Public Speaking, Research, Social Media, Team Building
Education
Lincoln Technical Institute-Paramus 2015 — 2016
Computer and Network Support Technician Certificate, Information Technology
2005 Dominican College 2000 — 2005
B.S, Management Information Systems and International Management
Jung Moon's Union Bank Experience June 2007 - December 2012
Job Vice President Credit Portfolio Analytic Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo January 2013 - January 2015
Union Bank June 2007 - December 2012
Wells Fargo May 2005 - May 2007
Skills
Risk Management, Credit Risk, Finance, Banking, Portfolio Management, Credit, Financial Modeling, Analysis, Financial Analysis, Fixed Income, Residential Mortgages
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
Master of Financial Engineering, Financial Engineering
Loyola Marymount University 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
University of California, Los Angeles
BS, Chemistry
Wells Fargo January 2015 - Present
Wells Fargo January 2013 - January 2015
Union Bank June 2007 - December 2012
Wells Fargo May 2005 - May 2007
Skills
Risk Management, Credit Risk, Finance, Banking, Portfolio Management, Credit, Financial Modeling, Analysis, Financial Analysis, Fixed Income, Residential Mortgages
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
Master of Financial Engineering, Financial Engineering
Loyola Marymount University 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
University of California, Los Angeles
BS, Chemistry
Kumiko S Yamada-Yuge's Union Bank Experience 1991 - 1995
Job
Industry Banking
Experience
Pan American Bank (Los Angeles) December 2014 - Present
Cathay Bank December 2012 - December 2014
Pacific Alliance Bank 2008 - 2012
Business Loan Partners, LLC 2005 - 2008
Citibank 2000 - 2005
Mizuho Finanical Group (formerly Dai-Ichi Kangyo Bank of California) 1995 - 2000
Union Bank 1991 - 1995
Skills
SBA, Loans, Credit, Commercial Banking, Banking, Credit Analysis, Loan Origination, Commercial Mortgages, Loan Servicing, Commercial Lending, Mortgage Lending, Lines Of Credit, Underwriting, Real Estate Financing, Asset Based Lending, Small Business Lending, Commercial Real Estate, Credit Risk, Portfolio Management, Financial Risk, Finance
Education
University of Phoenix
Doctor of Business Management/Leadership, Business Administration and Management, General
Los Angeles Pierce College
Associate's degree, Business Administration and Management, General
University of Phoenix
Bachelor of Business Administration (BSB), Finance, General
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Pan American Bank (Los Angeles) December 2014 - Present
Cathay Bank December 2012 - December 2014
Pacific Alliance Bank 2008 - 2012
Business Loan Partners, LLC 2005 - 2008
Citibank 2000 - 2005
Mizuho Finanical Group (formerly Dai-Ichi Kangyo Bank of California) 1995 - 2000
Union Bank 1991 - 1995
Skills
SBA, Loans, Credit, Commercial Banking, Banking, Credit Analysis, Loan Origination, Commercial Mortgages, Loan Servicing, Commercial Lending, Mortgage Lending, Lines Of Credit, Underwriting, Real Estate Financing, Asset Based Lending, Small Business Lending, Commercial Real Estate, Credit Risk, Portfolio Management, Financial Risk, Finance
Education
University of Phoenix
Doctor of Business Management/Leadership, Business Administration and Management, General
Los Angeles Pierce College
Associate's degree, Business Administration and Management, General
University of Phoenix
Bachelor of Business Administration (BSB), Finance, General
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Kiran Kanupuru's Union Bank Experience 2005 - 2006
Job Sr Business Objects Administrator,Principal at Broadcom
Industry Information Technology and Services
Experience
Broadcom January 2013 - Present
Yamaha Motor Co., Ltd. September 2007 - January 2013
Logical Apps 2006 - 2007
Union Bank 2005 - 2006
Skills
Web Intelligence, Data Warehousing, Crystal Reports, Informatica, Business Objects 6.5 -..., SAP BO Integration, SSO, Xcelsius, Universe Designer Tool, Information Design Tool, Infoview/BI launch pad, Import Wizard / Upgrade..., Publishing Wizard, Report Bursting using..., Business Objects, Integration, CRM, Databases, Oracle, Project Management, Requirements Analysis, SAP, SQL, ERP, SDLC, Business Analysis, Business Intelligence, Business Process
Education
London South Bank University
Masters, Telecommunication And Computer Networks
Broadcom January 2013 - Present
Yamaha Motor Co., Ltd. September 2007 - January 2013
Logical Apps 2006 - 2007
Union Bank 2005 - 2006
Skills
Web Intelligence, Data Warehousing, Crystal Reports, Informatica, Business Objects 6.5 -..., SAP BO Integration, SSO, Xcelsius, Universe Designer Tool, Information Design Tool, Infoview/BI launch pad, Import Wizard / Upgrade..., Publishing Wizard, Report Bursting using..., Business Objects, Integration, CRM, Databases, Oracle, Project Management, Requirements Analysis, SAP, SQL, ERP, SDLC, Business Analysis, Business Intelligence, Business Process
Education
London South Bank University
Masters, Telecommunication And Computer Networks
Brooke Pollard's Union Bank Experience July 2001 - August 2004
Job Associate at Tredway, Lumsdaine & Doyle
Industry Legal Services
Experience
Tredway, Lumsdaine & Doyle June 2006 - Present
Bohm, Matsen, Kegel & Aguilera May 2005 - December 2005
Union Bank July 2001 - August 2004
Skills
Estate Planning, Contract Negotiation, Mergers, Tax, Corporate Law, Trusts, Strategic Financial..., Real Estate, Mergers & Acquisitions, Wills, Legal Research, Estate Tax Planning, Powers of Attorney, Legal Writing, Due Diligence, Joint Ventures, Small Business
Education
Loyola Law School, Loyola Marymount University 2004 — 2007
Juris Doctor
University of California, Los Angeles 1997 — 2001
BA, Economics
Tredway, Lumsdaine & Doyle June 2006 - Present
Bohm, Matsen, Kegel & Aguilera May 2005 - December 2005
Union Bank July 2001 - August 2004
Skills
Estate Planning, Contract Negotiation, Mergers, Tax, Corporate Law, Trusts, Strategic Financial..., Real Estate, Mergers & Acquisitions, Wills, Legal Research, Estate Tax Planning, Powers of Attorney, Legal Writing, Due Diligence, Joint Ventures, Small Business
Education
Loyola Law School, Loyola Marymount University 2004 — 2007
Juris Doctor
University of California, Los Angeles 1997 — 2001
BA, Economics
Iluminada Peralta's Union Bank Experience Commercial Loan SpecialistUnion BankNovember 2007 - Present
Job Comml Loan Trade Services at Union Bank
Industry Banking
Experience
Union Bank Commercial Loan SpecialistUnion BankNovember 2007 - Present
Bank of the West May 2005 - November 2007
Wells Fargo January 2004 - May 2005
Bank of America June 1999 - December 2003
Bank of America June 1995 - September 1999
Bank of America November 1992 - June 1995
Bank of America April 1974 - November 1992
Skills
Credit Analysis, Banking, Loans, Risk Management, Mortgage Lending, Financial Analysis, FHA, Credit, Commercial Lending, Commercial Banking, Loan Origination, Commercial Mortgages, Credit Risk, Consumer Lending, Small Business Lending
Education
Los Angeles City College 1999 — 2003
Associate's Degree, Paralegal Certification
Far Eastern University 1970 — 1973
Associate's Degree, Business/Commerce, Accounting
Juan Sumulong High School 1966 — 1970
High School, General Studies
Union Bank Commercial Loan SpecialistUnion BankNovember 2007 - Present
Bank of the West May 2005 - November 2007
Wells Fargo January 2004 - May 2005
Bank of America June 1999 - December 2003
Bank of America June 1995 - September 1999
Bank of America November 1992 - June 1995
Bank of America April 1974 - November 1992
Skills
Credit Analysis, Banking, Loans, Risk Management, Mortgage Lending, Financial Analysis, FHA, Credit, Commercial Lending, Commercial Banking, Loan Origination, Commercial Mortgages, Credit Risk, Consumer Lending, Small Business Lending
Education
Los Angeles City College 1999 — 2003
Associate's Degree, Paralegal Certification
Far Eastern University 1970 — 1973
Associate's Degree, Business/Commerce, Accounting
Juan Sumulong High School 1966 — 1970
High School, General Studies
Daniel Zbyvatel's Union Bank Experience 2009 - July 2013
Job Treasury Assistant Director Liquidity Management at AIG
Industry Insurance
Experience
AIG July 2013 - Present
Union Bank 2009 - July 2013
Union Bank April 2005 - 2009
Vineyard Bank April 2004 - April 2005
Hawthorne Savings January 2000 - April 2004
Skills
Banking, Fixed Income, Portfolio Management, Risk Management, ALM, Financial Analysis, Treasury Management, Interest Rate Risk..., Bloomberg, Financial Risk, Investments, Finance, Capital Markets, Management, Derivatives, Financial Modeling, Liquidity Management, Liquidity, Liquidity Risk, Credit Risk, Analysis, Asset Management, Securities
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
MBA, Finance
Villanova University 1991 — 1995
B.A., International Business
AIG July 2013 - Present
Union Bank 2009 - July 2013
Union Bank April 2005 - 2009
Vineyard Bank April 2004 - April 2005
Hawthorne Savings January 2000 - April 2004
Skills
Banking, Fixed Income, Portfolio Management, Risk Management, ALM, Financial Analysis, Treasury Management, Interest Rate Risk..., Bloomberg, Financial Risk, Investments, Finance, Capital Markets, Management, Derivatives, Financial Modeling, Liquidity Management, Liquidity, Liquidity Risk, Credit Risk, Analysis, Asset Management, Securities
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
MBA, Finance
Villanova University 1991 — 1995
B.A., International Business
David Creak's Union Bank Experience May 2015 - Present
Job Cyber Security Manager
Industry Banking
Experience
Union Bank May 2015 - Present
Barclays Investment Bank April 2014 - January 2015
Bank of America January 2011 - October 2013
Lloyds Banking Group September 2010 - January 2011
Morgan Stanley November 2007 - May 2010
Goldman Sachs October 2006 - October 2007
Skills
VBA, Databases, Derivatives, Sybase, SQL, DB2, Data Warehousing, Project Management, T-SQL, VBScript, SEO, Securities, SSRS, Microsoft SQL Server, SQL Server Management..., Investment Banking, Front Office, Treasury, Capital and Leverage..., Microsoft Excel, Technical Analysis, Business Analysis, Business Intelligence, Access, Portfolio Management
Education
Loughborough University 2001 — 2005
Bsc(Hons), Banking, Finance and Management
East Norfolk 6th Form College 1999 — 2001
Acle High School 1994 — 1999
Union Bank May 2015 - Present
Barclays Investment Bank April 2014 - January 2015
Bank of America January 2011 - October 2013
Lloyds Banking Group September 2010 - January 2011
Morgan Stanley November 2007 - May 2010
Goldman Sachs October 2006 - October 2007
Skills
VBA, Databases, Derivatives, Sybase, SQL, DB2, Data Warehousing, Project Management, T-SQL, VBScript, SEO, Securities, SSRS, Microsoft SQL Server, SQL Server Management..., Investment Banking, Front Office, Treasury, Capital and Leverage..., Microsoft Excel, Technical Analysis, Business Analysis, Business Intelligence, Access, Portfolio Management
Education
Loughborough University 2001 — 2005
Bsc(Hons), Banking, Finance and Management
East Norfolk 6th Form College 1999 — 2001
Acle High School 1994 — 1999
Dennis McHale's Union Bank Experience October 1980 - April 2000
Job Consumer lending, Indirect Lending, business loans and lines of credit, new business development and relationship mgmt.
Industry Financial Services
Experience
CBC Federal Credit Union June 2011 - Present
Ice Horse Investments, LLC July 2009 - June 2011
LBS Financial Credit Union May 2001 - May 2009
LBS Financial CU 2001 - 2009
Mellon First Business Bank April 2000 - February 2001
Union Bank October 1980 - April 2000
Skills
Credit Analysis, Team Leadership, New Business Development, Compliance, Territory Development, Customer Relations, Licensed Real Estate..., Customer Service, Executive Management, Loans, Business Development, Consumer Lending, Management, Credit, Accounting, Training, Negotiation, Banking, Leadership, Selling, Coaching, Mortgage Lending, Financial Services, Team Building, Finance
Education
Los Angeles Valley College 1975 — 1981
Accounting
Moorpark College 1977 — 1979
Business Law
Los Angeles Pierce College
CBC Federal Credit Union June 2011 - Present
Ice Horse Investments, LLC July 2009 - June 2011
LBS Financial Credit Union May 2001 - May 2009
LBS Financial CU 2001 - 2009
Mellon First Business Bank April 2000 - February 2001
Union Bank October 1980 - April 2000
Skills
Credit Analysis, Team Leadership, New Business Development, Compliance, Territory Development, Customer Relations, Licensed Real Estate..., Customer Service, Executive Management, Loans, Business Development, Consumer Lending, Management, Credit, Accounting, Training, Negotiation, Banking, Leadership, Selling, Coaching, Mortgage Lending, Financial Services, Team Building, Finance
Education
Los Angeles Valley College 1975 — 1981
Accounting
Moorpark College 1977 — 1979
Business Law
Los Angeles Pierce College
Courtney Pace's Union Bank Experience January 2004 - October 2008
Job Leasing Consultant at JVM Realty Corporation
Industry Investment Management
Experience
Town Management October 2013 - Present
JVM Realty Corporation July 2009 - August 2012
Spectrum Healthcare Services, Inc. October 2008 - July 2009
Union Bank January 2004 - October 2008
union bank 2004 - 2008
Skills
Due Diligence, Property Management, Microsoft Excel, Outlook, Microsoft Office, Office Management, Microsoft Word, Customer Service, Inventory Management
Education
Longview Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.5
Town Management October 2013 - Present
JVM Realty Corporation July 2009 - August 2012
Spectrum Healthcare Services, Inc. October 2008 - July 2009
Union Bank January 2004 - October 2008
union bank 2004 - 2008
Skills
Due Diligence, Property Management, Microsoft Excel, Outlook, Microsoft Office, Office Management, Microsoft Word, Customer Service, Inventory Management
Education
Longview Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.5
Jennifer Kempton's Union Bank Experience September 2010 - February 2012
Job Substitute Teacher at North Rockland Central School District
Industry Primary/Secondary Education
Experience
Directory of Major Malls, Inc. February 2012 - Present
Union Bank September 2010 - February 2012
Directory of Major Malls June 2007 - December 2010
Skills
Research, Microsoft Office, Microsoft Excel, Market Research, Microsoft Word, Facebook, Social Media, Editing, Social Networking, Blogging, PowerPoint, Event Planning, Public Speaking, Press Releases, Public Relations
Education
Long Island University-Rockland Campus 2011 — 2013
Master's Degrees in Childhood Education & Literacy, Education
Rider University 2005 — 2009
BA, Journalism
Directory of Major Malls, Inc. February 2012 - Present
Union Bank September 2010 - February 2012
Directory of Major Malls June 2007 - December 2010
Skills
Research, Microsoft Office, Microsoft Excel, Market Research, Microsoft Word, Facebook, Social Media, Editing, Social Networking, Blogging, PowerPoint, Event Planning, Public Speaking, Press Releases, Public Relations
Education
Long Island University-Rockland Campus 2011 — 2013
Master's Degrees in Childhood Education & Literacy, Education
Rider University 2005 — 2009
BA, Journalism
Atasha Scott's Union Bank Experience June 2014 - August 2014
Job Loan Administrative Assisant II at TPMG FINANCIAL
Industry Banking
Experience
TPMG FINANCIAL May 2015 - Present
Guaranteed Rate March 2015 - May 2015
Union Bank June 2014 - August 2014
JPMorgan Chase July 2012 - November 2013
Gateway Bank August 2004 - July 2012
Skills
Customer Service, Microsoft Office, Administration, Banking, Problem Solving, Mortgage, Outlook, Research, Accounting, Loans, Excel, Word, Teamwork, Credit, Mortgage Lending, Analysis, Microsoft Excel, Risk Management, Finance, Mortgage Banking, Microsoft Word, Residential Mortgages, Loan Origination, Underwriting, Commercial Lending, Investment Properties, Loss Mitigation, Cash Management, Financial Risk, Refinance, Credit Analysis, Credit Risk, Financial Analysis, Funding, FHA, VA loans, Mortgage Underwriting
Education
Laney College 1997 — 1998
TPMG FINANCIAL May 2015 - Present
Guaranteed Rate March 2015 - May 2015
Union Bank June 2014 - August 2014
JPMorgan Chase July 2012 - November 2013
Gateway Bank August 2004 - July 2012
Skills
Customer Service, Microsoft Office, Administration, Banking, Problem Solving, Mortgage, Outlook, Research, Accounting, Loans, Excel, Word, Teamwork, Credit, Mortgage Lending, Analysis, Microsoft Excel, Risk Management, Finance, Mortgage Banking, Microsoft Word, Residential Mortgages, Loan Origination, Underwriting, Commercial Lending, Investment Properties, Loss Mitigation, Cash Management, Financial Risk, Refinance, Credit Analysis, Credit Risk, Financial Analysis, Funding, FHA, VA loans, Mortgage Underwriting
Education
Laney College 1997 — 1998
Crystal Radwanski's Union Bank Experience February 2011 - June 2013
Job Electronic Banking Product Coordinator
Industry Financial Services
Experience
Peoples Bank June 2013 - December 2013
Union Bank February 2011 - June 2013
Grizzly Industrial Inc. 2010 - 2011
Horizon Bank June 2009 - June 2010
Skills
Customer Service, Retail Banking, Loans, Consumer Lending, Banking, Credit, Management, Deposits, Branch Management, Cross Selling, Branch Banking, Bank Secrecy Act, Residential Mortgages, Sales, Coaching, Training, Internet Banking, Cash Management, Lines Of Credit
Education
Brookswood Secondary School
Kwantlen University College
Associate's degree, Business Administration
Peoples Bank June 2013 - December 2013
Union Bank February 2011 - June 2013
Grizzly Industrial Inc. 2010 - 2011
Horizon Bank June 2009 - June 2010
Skills
Customer Service, Retail Banking, Loans, Consumer Lending, Banking, Credit, Management, Deposits, Branch Management, Cross Selling, Branch Banking, Bank Secrecy Act, Residential Mortgages, Sales, Coaching, Training, Internet Banking, Cash Management, Lines Of Credit
Education
Brookswood Secondary School
Kwantlen University College
Associate's degree, Business Administration
Eliza Lee's Union Bank Experience August 2002 - February 2005
Job Results Associate at Capital Group
Industry Investment Management
Experience
Capital Group January 2013 - Present
Capital International September 2003 - January 2013
Union Bank August 2002 - February 2005
Skills
Equities, Bloomberg, Fixed Income, Valuation, Investments, Financial Modeling, Asset Management
Education
Loyola Marymount University, College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration
Capital Group January 2013 - Present
Capital International September 2003 - January 2013
Union Bank August 2002 - February 2005
Skills
Equities, Bloomberg, Fixed Income, Valuation, Investments, Financial Modeling, Asset Management
Education
Loyola Marymount University, College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration
Marijoan Aguinaldo's Union Bank Experience October 2008 - Present
Job Payroll Analyst at Union Bank
Industry Banking
Experience
Union Bank October 2008 - Present
Securitas March 1996 - April 2007
Skills
Garnishments, Payroll Taxes, Payroll Processing, Incentive Programs, HRIS, Compensation, Benefits Administration, Payroll, Deferred Compensation, ADP Payroll, Applicant Tracking...
Education
Los Angeles Valley College
aa, business accounting
Union Bank October 2008 - Present
Securitas March 1996 - April 2007
Skills
Garnishments, Payroll Taxes, Payroll Processing, Incentive Programs, HRIS, Compensation, Benefits Administration, Payroll, Deferred Compensation, ADP Payroll, Applicant Tracking...
Education
Los Angeles Valley College
aa, business accounting
Elena Ching's Union Bank Experience April 1977 - March 1981
Job Auxiliary member at Legion Of Mary
Industry Health, Wellness and Fitness
Experience
DPSS/IHSS February 2002 - Present
Los Angeles Times March 1981 - July 2008
Union Bank April 1977 - March 1981
Multiple Photos February 1979 - February 1981
Empire General Life March 1977 - February 1979
The Broadway Dept Store June 1977 - January 1979
Paradise Beverages, a Schenley Ind. June 1974 - February 1977
Del Monte Corporation April 1974 - June 1974
Universal Robina Corporation January 1971 - March 1974
Technical Institute of the Philippines October 1969 - January 1971
Education
Manuel L. Quezon University 1972 — 1973
Bachelor's Degree, Management Engineering
Mapua Institute of Technology 1962 — 1968
Bachelor's Degree, Chemical Engineering
DPSS/IHSS February 2002 - Present
Los Angeles Times March 1981 - July 2008
Union Bank April 1977 - March 1981
Multiple Photos February 1979 - February 1981
Empire General Life March 1977 - February 1979
The Broadway Dept Store June 1977 - January 1979
Paradise Beverages, a Schenley Ind. June 1974 - February 1977
Del Monte Corporation April 1974 - June 1974
Universal Robina Corporation January 1971 - March 1974
Technical Institute of the Philippines October 1969 - January 1971
Education
Manuel L. Quezon University 1972 — 1973
Bachelor's Degree, Management Engineering
Mapua Institute of Technology 1962 — 1968
Bachelor's Degree, Chemical Engineering
Lance Carroll's Union Bank Experience March 2014 - May 2014
Job Software Tester
Industry Information Technology and Services
Experience
Union Bank March 2014 - May 2014
Regions Bank August 2013 - February 2014
Citizens Bank November 2012 - May 2013
Virginia Credit Union August 2012 - October 2012
Regions Mortgage October 2011 - June 2012
Citizens Bank March 2010 - June 2011
Lender Processing Services, Inc. (LPS) July 1998 - March 2010
NationsBank March 1997 - July 1998
Merrill Lynch Credit Corporation June 1995 - March 1997
AFOTEC, United States Air Force August 1990 - August 1994
Skills
Business Analysis, SDLC, Training, Testing, Process Improvement, Quality Assurance, Project Management
Education
LSU 1973 — 1977
BA, German
Union Bank March 2014 - May 2014
Regions Bank August 2013 - February 2014
Citizens Bank November 2012 - May 2013
Virginia Credit Union August 2012 - October 2012
Regions Mortgage October 2011 - June 2012
Citizens Bank March 2010 - June 2011
Lender Processing Services, Inc. (LPS) July 1998 - March 2010
NationsBank March 1997 - July 1998
Merrill Lynch Credit Corporation June 1995 - March 1997
AFOTEC, United States Air Force August 1990 - August 1994
Skills
Business Analysis, SDLC, Training, Testing, Process Improvement, Quality Assurance, Project Management
Education
LSU 1973 — 1977
BA, German
Anastasia Velasquez's Union Bank Experience 2004 - 2011
Job Experienced Risk Analyst Finance
Industry Banking
Experience
Union Bank 2004 - 2011
Hancock & Dana June 1999 - December 2003
Baymark Stategies 1995 - 1998
Skills
Data Analysis, Compliance, Troubleshooting, Banking, Analysis, Access, Risk Management, Process Improvement, AML, Accounting, Auditing, Budgets, Business Analysis, Change Management, Corporate Finance, Credit, Credit Risk, Finance, Financial Analysis, Financial Reporting, Financial Risk, Fraud, Management, Operational Risk, Operational Risk..., Quality Assurance, Software Documentation, Vendor Management
Education
Los Angeles City College 1987 — 1990
Certificate of Completion, Travel & Tourism / Business Administration
Union Bank 2004 - 2011
Hancock & Dana June 1999 - December 2003
Baymark Stategies 1995 - 1998
Skills
Data Analysis, Compliance, Troubleshooting, Banking, Analysis, Access, Risk Management, Process Improvement, AML, Accounting, Auditing, Budgets, Business Analysis, Change Management, Corporate Finance, Credit, Credit Risk, Finance, Financial Analysis, Financial Reporting, Financial Risk, Fraud, Management, Operational Risk, Operational Risk..., Quality Assurance, Software Documentation, Vendor Management
Education
Los Angeles City College 1987 — 1990
Certificate of Completion, Travel & Tourism / Business Administration
Lance D Knox's Union Bank Experience 1999 - January 2012
Job Collection & Recovery Professional
Industry Banking
Experience
Greater San Diego Area 2012 - Present
Union Bank 1999 - January 2012
Union Bank 1989 - 2012
Union Bank 1989 - 2012
Union Bank January 1999 - January 2001
Skills
Leadership, Compliance, Regulatory Affairs, Bankruptcy, Litigation Management, Resource Development, Vendor Management, Technology Enhancements, Acquisition Integration, System Operations..., Profitability..., Budget / Finance Affairs, Banking, Microsoft Office, Loans, Commercial Banking, Credit, Portfolio Management, Mergers & Acquisitions, Risk Management, Due Diligence, Strategy, Credit Risk, Consumer Lending, Credit Analysis, Loan Servicing, Commercial Lending
Education
Pacific Coast Banking Shcool 2003 — 2006
Certification, Banking and Financial Support Services
Marshall University
Bachelor of Science (BS)
Greater San Diego Area 2012 - Present
Union Bank 1999 - January 2012
Union Bank 1989 - 2012
Union Bank 1989 - 2012
Union Bank January 1999 - January 2001
Skills
Leadership, Compliance, Regulatory Affairs, Bankruptcy, Litigation Management, Resource Development, Vendor Management, Technology Enhancements, Acquisition Integration, System Operations..., Profitability..., Budget / Finance Affairs, Banking, Microsoft Office, Loans, Commercial Banking, Credit, Portfolio Management, Mergers & Acquisitions, Risk Management, Due Diligence, Strategy, Credit Risk, Consumer Lending, Credit Analysis, Loan Servicing, Commercial Lending
Education
Pacific Coast Banking Shcool 2003 — 2006
Certification, Banking and Financial Support Services
Marshall University
Bachelor of Science (BS)
Sabrina Mohammed-Paddock's Union Bank Experience October 2007 - August 2009
Job Account Manager at Serafin & Associates, Inc.
Industry Public Relations and Communications
Experience
Serafin & Associates, Inc. October 2012 - Present
Brand Strategist 2011 - 2012
Union Bank October 2007 - August 2009
Union Bank October 2006 - October 2007
Union Bank July 2004 - October 2006
Skills
Branding, Brand Identity, Brand Development, Corporate Branding, Branding & Identity, Branding Consultancy, Marketing Strategy, Business Strategy, Strategic Partnerships, Luxury, Banking, Communication, Marketing, Marketing Communications, Internal Communications, Public Relations, Consulting, Community Outreach, Community Engagement, Communications Planning, Strategic Communications, Strategy, Strategic Planning, Reputation Management, Social Media Marketing, Digital Marketing, Crisis Communications
Education
Lancaster University 2009 — 2010
Masters in Advanced Marketing Management
Santa Clara University 1999 — 2003
Bachelor of Science Commerce, Finance
Serafin & Associates, Inc. October 2012 - Present
Brand Strategist 2011 - 2012
Union Bank October 2007 - August 2009
Union Bank October 2006 - October 2007
Union Bank July 2004 - October 2006
Skills
Branding, Brand Identity, Brand Development, Corporate Branding, Branding & Identity, Branding Consultancy, Marketing Strategy, Business Strategy, Strategic Partnerships, Luxury, Banking, Communication, Marketing, Marketing Communications, Internal Communications, Public Relations, Consulting, Community Outreach, Community Engagement, Communications Planning, Strategic Communications, Strategy, Strategic Planning, Reputation Management, Social Media Marketing, Digital Marketing, Crisis Communications
Education
Lancaster University 2009 — 2010
Masters in Advanced Marketing Management
Santa Clara University 1999 — 2003
Bachelor of Science Commerce, Finance
Tomoaki Tagami's Union Bank Experience January 2011 - July 2013
Job Director at The Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
The Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Union Bank January 2011 - July 2013
Skills
Banking, Portfolio Management, Investment Banking, Credit, Investments, Financial Modeling, Risk Management, Capital Markets, Corporate Finance, Structured Finance, Derivatives, Asset Management
Education
Kyoto University 1994 — 1997
Bachelor of Economics, Finance, General
The Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Union Bank January 2011 - July 2013
Skills
Banking, Portfolio Management, Investment Banking, Credit, Investments, Financial Modeling, Risk Management, Capital Markets, Corporate Finance, Structured Finance, Derivatives, Asset Management
Education
Kyoto University 1994 — 1997
Bachelor of Economics, Finance, General
Benita Wilbur's Union Bank Experience March 1999 - Present
Job Audit Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank March 1999 - Present
Education
Loyola Marymount University
BS, Accounting
Union Bank March 1999 - Present
Education
Loyola Marymount University
BS, Accounting
Randal Hamilton's Union Bank Experience August 2010 - Present
Job
Industry Consumer Services
Experience
Union Bank August 2010 - Present
Time Warner Cable April 2007 - February 2010
Verizon Wireless October 2004 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Team Leadership, Call Centers, Customer Satisfaction, Hiring, Process Improvement, Retail, Sales, Training
Education
University of Phoenix 2005 — 2005
Business Administration and Management, General
Los Angeles City College 1985 — 1989
Business Administration and Management, General
Union Bank August 2010 - Present
Time Warner Cable April 2007 - February 2010
Verizon Wireless October 2004 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Team Leadership, Call Centers, Customer Satisfaction, Hiring, Process Improvement, Retail, Sales, Training
Education
University of Phoenix 2005 — 2005
Business Administration and Management, General
Los Angeles City College 1985 — 1989
Business Administration and Management, General
John A. Emery's Union Bank Experience 2011 - 2013
Job National Sales Manager at Associated Spec Consultants, Inc.
Industry Architecture & Planning
Experience
Associated Spec Consultants, Inc. October 2013 - Present
Union Bank 2011 - 2013
Wells Fargo Advisors January 1999 - June 2010
Skills
Strategic Financial..., Portfolio Management, Construction Management, Financial Services, Mutual Funds, Sales Management, Investments, Construction Drawings, Banking, Sales, Series 7, Retirement Planning, Construction, Wealth Management
Education
Lynn University 1988 — 1992
Bachelor's degree
Associated Spec Consultants, Inc. October 2013 - Present
Union Bank 2011 - 2013
Wells Fargo Advisors January 1999 - June 2010
Skills
Strategic Financial..., Portfolio Management, Construction Management, Financial Services, Mutual Funds, Sales Management, Investments, Construction Drawings, Banking, Sales, Series 7, Retirement Planning, Construction, Wealth Management
Education
Lynn University 1988 — 1992
Bachelor's degree
Nora Arias's Union Bank Experience August 2005 - June 2012
Job Customer Service Supervisor at Union Bank
Industry Banking
Experience
Union Bank August 2005 - June 2012
Union Bank 2005 - 2012
Continental Currency Services April 1985 - June 2005
Skills
Billingual(Fluent..., Banking, Auditing, Loans, Customer Service, Management, CRM, Sales, Financial Services
Education
Los Angeles Valley College 1980 — 1981
Not finish, Office Administration
North Hollywood Hight School 1973 — 1977
Got My Diploma
Union Bank August 2005 - June 2012
Union Bank 2005 - 2012
Continental Currency Services April 1985 - June 2005
Skills
Billingual(Fluent..., Banking, Auditing, Loans, Customer Service, Management, CRM, Sales, Financial Services
Education
Los Angeles Valley College 1980 — 1981
Not finish, Office Administration
North Hollywood Hight School 1973 — 1977
Got My Diploma
Martin Valencia's Union Bank Experience March 2009 - March 2012
Job Senior Vice President at PNC Business Credit
Industry Banking
Experience
PNC Business Credit March 2012 - Present
Union Bank March 2009 - March 2012
J.P. Morgan February 2002 - March 2009
Deutsche Bank 2000 - 2002
Congress Financial 1998 - 2000
Union Bank 1996 - 1998
Wells Fargo Foothill 1992 - 1996
Education
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting
PNC Business Credit March 2012 - Present
Union Bank March 2009 - March 2012
J.P. Morgan February 2002 - March 2009
Deutsche Bank 2000 - 2002
Congress Financial 1998 - 2000
Union Bank 1996 - 1998
Wells Fargo Foothill 1992 - 1996
Education
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting
Lynnette knight's Union Bank Experience August 2011 - Present
Job Taking it slower. Doing something I like and really want to do.
Industry Banking
Experience
Oakland Unified School District November 2014 - Present
Fred Finch Youth Center November 2013 - Present
Union Bank August 2011 - Present
Wells Fargo March 2008 - October 2010
Greater Bay Bank March 2000 - March 2008
Skills
computer, people, old..., Outstanding people..., Hands-on Problem Solver, Time Management
Education
Laney College 1975 — 1979
Associate of Science (A.S.), Medical Technology, 3.8 Deans List for all Semesters
Laney Jr College 1975 — 1979
AS of Science & AS Business, Med Technology & Business, 3.8
Laney College 1973 — 1977
Associate's degree, Business Communication, 3.8
Oakland Unified School District November 2014 - Present
Fred Finch Youth Center November 2013 - Present
Union Bank August 2011 - Present
Wells Fargo March 2008 - October 2010
Greater Bay Bank March 2000 - March 2008
Skills
computer, people, old..., Outstanding people..., Hands-on Problem Solver, Time Management
Education
Laney College 1975 — 1979
Associate of Science (A.S.), Medical Technology, 3.8 Deans List for all Semesters
Laney Jr College 1975 — 1979
AS of Science & AS Business, Med Technology & Business, 3.8
Laney College 1973 — 1977
Associate's degree, Business Communication, 3.8
Ryan Madden's Union Bank Experience February 2010 - October 2011
Job Credit Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2013 - Present
City National Bank October 2011 - October 2013
Union Bank February 2010 - October 2011
Education
Loyola Marymount University 2003 — 2007
First Republic Bank October 2013 - Present
City National Bank October 2011 - October 2013
Union Bank February 2010 - October 2011
Education
Loyola Marymount University 2003 — 2007
Danielle Benavidez's Union Bank Experience January 2013 - Present
Job Residential Underwriter III at Union Bank
Industry Real Estate
Experience
Union Bank January 2013 - Present
Springboard Solutions October 2010 - January 2013
Education
Marshall University
Union Bank January 2013 - Present
Springboard Solutions October 2010 - January 2013
Education
Marshall University
Thomas Turner's Union Bank Experience January 2004 - January 2006
Job SVP, Special Assets Manager, Grandpoint Bank
Industry Banking
Experience
Grandpoint Bank January 2012 - Present
Bank of America January 2006 - January 2012
Union Bank January 2004 - January 2006
Imperial Bank/Comerica January 1997 - January 2004
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Loans, Insurance, Credit, Mergers & Acquisitions, Investments, Asset Management, Underwriting, Capital Markets, Financial Services, Finance, Asset Based Lending
Education
Loyola Marymount University 1995 — 1998
Master of Business Administration (M.B.A.), Double Minor - Accounting and Finance., 3.88 GPA
Grandpoint Bank January 2012 - Present
Bank of America January 2006 - January 2012
Union Bank January 2004 - January 2006
Imperial Bank/Comerica January 1997 - January 2004
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Loans, Insurance, Credit, Mergers & Acquisitions, Investments, Asset Management, Underwriting, Capital Markets, Financial Services, Finance, Asset Based Lending
Education
Loyola Marymount University 1995 — 1998
Master of Business Administration (M.B.A.), Double Minor - Accounting and Finance., 3.88 GPA
Tony Montoya's Union Bank Experience May 2010 - Present
Job Assistant Vice President / Branch Manager at Union Bank NMLSR 765251
Industry Banking
Experience
Union Bank May 2010 - Present
US Bank October 2007 - April 2010
AT&T January 1996 - April 2006
Skills
Banking, Credit, Retail Banking, Loans, Small Business Lending, Loan Origination, Credit Analysis, Commercial Lending, Mortgage Lending, Financial Analysis, Finance, Customer Service, Commercial Banking, Portfolio Management, Leadership
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
Associate's degree, Culinary Arts/Chef Training
Union Bank May 2010 - Present
US Bank October 2007 - April 2010
AT&T January 1996 - April 2006
Skills
Banking, Credit, Retail Banking, Loans, Small Business Lending, Loan Origination, Credit Analysis, Commercial Lending, Mortgage Lending, Financial Analysis, Finance, Customer Service, Commercial Banking, Portfolio Management, Leadership
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
Associate's degree, Culinary Arts/Chef Training
Marian Russell's Union Bank Experience January 2013 - January 2014
Job ASSOCIATE TECHNICAL ACCOUNT MANAGER at Yardi Systems
Industry Banking
Experience
Yardi Systems October 2014 - Present
Union Bank January 2013 - January 2014
Union Bank January 2012 - January 2013
Santa Barbara Bank & Trust 1998 - 2012
Emigrant Mortgage Company January 1993 - January 1998
County Bank January 1983 - January 1992
Skills
Mortgage Software..., Real Estate Lending..., Process Improvement, End-User Support, End-User Training, Software Testing, Document Design, Report Design, Mortgage Documentation, Testing, Mortgage Lending, Product Support, Troubleshooting, End User Training, Loan Origination, Technical Support, Loans, Internal Audit, Finance, Vendor Management, Customer Service
Education
Santa Barbara City College
Los Angeles Pierce College
General Studies
Coronado High
Yardi Systems October 2014 - Present
Union Bank January 2013 - January 2014
Union Bank January 2012 - January 2013
Santa Barbara Bank & Trust 1998 - 2012
Emigrant Mortgage Company January 1993 - January 1998
County Bank January 1983 - January 1992
Skills
Mortgage Software..., Real Estate Lending..., Process Improvement, End-User Support, End-User Training, Software Testing, Document Design, Report Design, Mortgage Documentation, Testing, Mortgage Lending, Product Support, Troubleshooting, End User Training, Loan Origination, Technical Support, Loans, Internal Audit, Finance, Vendor Management, Customer Service
Education
Santa Barbara City College
Los Angeles Pierce College
General Studies
Coronado High
Keith Fielder's Union Bank Experience December 2004 - April 2009
Job Manager/Volunteer at Lemon Grove Little League
Industry Management Consulting
Experience
Lemon Grove Little League January 2014 - Present
St. Augustine High School & Monastery 2009 - 2013
Union Bank December 2004 - April 2009
J.P. Morgan Asset Management 2001 - 2004
Skills
Management, High Level Of Accuracy, Copy Typing, Computers, Investment Banking, Operational Risk..., Customer Service, Vendors, Cpr Certified, First Aid, Efficent, Business Analysis, Payroll, Strategy, Accounting, Finance
Education
Lawson State Community College-Birmingham Campus 1994 — 1995
Wenonah High School 1990 — 1994
Music Performance, General & Electronics
Lemon Grove Little League January 2014 - Present
St. Augustine High School & Monastery 2009 - 2013
Union Bank December 2004 - April 2009
J.P. Morgan Asset Management 2001 - 2004
Skills
Management, High Level Of Accuracy, Copy Typing, Computers, Investment Banking, Operational Risk..., Customer Service, Vendors, Cpr Certified, First Aid, Efficent, Business Analysis, Payroll, Strategy, Accounting, Finance
Education
Lawson State Community College-Birmingham Campus 1994 — 1995
Wenonah High School 1990 — 1994
Music Performance, General & Electronics