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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Union Bank Employees
Employee
Years
Job
Industry
Rosemary Gonzalez-Rodriguez Rosemary Gonzalez-Rodriguez's Union Bank Experience December 2012 - April 2013
Job Real Estate Agent at Century 21 King
Industry Real Estate
Experience
Century 21 King August 2014 - Present
Union Bank December 2012 - April 2013
Union Bank May 2012 - December 2012
Union Bank October 2010 - May 2012
Wells Fargo May 2007 - July 2010
Wells Fargo August 2004 - April 2007
Skills
Account Management, Bilingual, Customer Service, Department Budgeting, Internet Troubleshooting, Microsoft Office, Process Improvement, Program Coordination, Project Management, Event Planning, Event Management, Events Coordination, SharePoint, Portfolio Management, Treasury Services, Technical Support, Cash Management, Invoicing, Training, Access, Sales, Bank Secrecy Act, OFAC, Loan Servicing, ACH, Internet Banking, Treasury Management, AML, Commercial Banking
Education
Mt. San Antonio College 2000 — 2003
No Degree, Liberal Arts and Sciences/Liberal Studies
Nogales High School 1996 — 2000
High School Diploma
Century 21 King August 2014 - Present
Union Bank December 2012 - April 2013
Union Bank May 2012 - December 2012
Union Bank October 2010 - May 2012
Wells Fargo May 2007 - July 2010
Wells Fargo August 2004 - April 2007
Skills
Account Management, Bilingual, Customer Service, Department Budgeting, Internet Troubleshooting, Microsoft Office, Process Improvement, Program Coordination, Project Management, Event Planning, Event Management, Events Coordination, SharePoint, Portfolio Management, Treasury Services, Technical Support, Cash Management, Invoicing, Training, Access, Sales, Bank Secrecy Act, OFAC, Loan Servicing, ACH, Internet Banking, Treasury Management, AML, Commercial Banking
Education
Mt. San Antonio College 2000 — 2003
No Degree, Liberal Arts and Sciences/Liberal Studies
Nogales High School 1996 — 2000
High School Diploma
Hank Postma Hank Postma's Union Bank Experience May 2014 - Present
Job Vice President, Senior Asset Manager at MUFG Union Bank
Industry Real Estate
Experience
Union Bank May 2014 - Present
Riviera Commerical May 2013 - May 2014
Union Bank November 2010 - April 2013
The Nilson Report September 2007 - June 2009
Skills
Customer Service, Strategic Planning, Budgets, Property Managment, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Corporate Real Estate, Real Estate, Commercial Real Estate..., Fiduciary Management, Fiduciary Services, Investment Properties, Real Estate Financing, Brokerage, Property Management, Management
Education
Westmont College 2003 — 2005
Bachelor of Arts (BA), Religion/Religious Studies
Modesto Junior College 2000 — 2002
Associate of Arts and Sciences (AAS), History
Union Bank May 2014 - Present
Riviera Commerical May 2013 - May 2014
Union Bank November 2010 - April 2013
The Nilson Report September 2007 - June 2009
Skills
Customer Service, Strategic Planning, Budgets, Property Managment, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Corporate Real Estate, Real Estate, Commercial Real Estate..., Fiduciary Management, Fiduciary Services, Investment Properties, Real Estate Financing, Brokerage, Property Management, Management
Education
Westmont College 2003 — 2005
Bachelor of Arts (BA), Religion/Religious Studies
Modesto Junior College 2000 — 2002
Associate of Arts and Sciences (AAS), History
Fausto Alejandre Fausto Alejandre's Union Bank Experience June 1999 - March 2001
Job Marketing Manager/Tour Manager
Industry Marketing and Advertising
Experience
Self Employed June 2007 - Present
Jackson Dawson September 2014 - December 2014
Verizon August 2005 - May 2007
Union Bank June 1999 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Java, Social Networking
Education
National University 2004 — 2007
Master of Arts (M.A.), Human Resources Management and Services
National University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Self Employed June 2007 - Present
Jackson Dawson September 2014 - December 2014
Verizon August 2005 - May 2007
Union Bank June 1999 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Java, Social Networking
Education
National University 2004 — 2007
Master of Arts (M.A.), Human Resources Management and Services
National University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Rianna Ferguson Rianna Ferguson's Union Bank Experience November 2014 - Present
Job Accepting Positions
Industry Banking
Experience
Union Bank November 2014 - Present
AltaMed Health Services January 2014 - September 2014
Omitted October 2012 - May 2013
Care1st Health Plan February 2012 - September 2012
AEI October 2011 - February 2012
Hensel Phelps Construction Co. May 2007 - February 2011
PHL Inc. dba VNSM January 2006 - March 2007
Weiss Sheet Metal Company April 2003 - January 2006
Robinson's May October 2001 - March 2003
Skills
Invoicing, Payroll, Customer Service, Process Scheduler, Contract Management, Office Management, Accounts Payable, Accounts Receivable, Spreadsheets, Leadership, Microsoft Excel, Project Planning, Microsoft Office, Construction, Supervisory Skills, Team Building, Process Improvement, Outlook, Change Orders, Time Management, Bookkeeping, Customer Satisfaction, Administrative..., Certified Payroll, Prevailing, Bid Response, JD Edwards, ACT, Enterprise Solution for..., AmdocsCRM, Rumba
Education
Mt. San Antonio College 1998 — 2000
N/A, General Education
Union Bank November 2014 - Present
AltaMed Health Services January 2014 - September 2014
Omitted October 2012 - May 2013
Care1st Health Plan February 2012 - September 2012
AEI October 2011 - February 2012
Hensel Phelps Construction Co. May 2007 - February 2011
PHL Inc. dba VNSM January 2006 - March 2007
Weiss Sheet Metal Company April 2003 - January 2006
Robinson's May October 2001 - March 2003
Skills
Invoicing, Payroll, Customer Service, Process Scheduler, Contract Management, Office Management, Accounts Payable, Accounts Receivable, Spreadsheets, Leadership, Microsoft Excel, Project Planning, Microsoft Office, Construction, Supervisory Skills, Team Building, Process Improvement, Outlook, Change Orders, Time Management, Bookkeeping, Customer Satisfaction, Administrative..., Certified Payroll, Prevailing, Bid Response, JD Edwards, ACT, Enterprise Solution for..., AmdocsCRM, Rumba
Education
Mt. San Antonio College 1998 — 2000
N/A, General Education
Lora Fisher Lora Fisher's Union Bank Experience August 2011 - April 2014
Job Vice President Wealth Management Advisor at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
Bridget Coonce Bridget Coonce's Union Bank Experience 2007 - 2011
Job VP, Senior Brand Director at Bank of the West, BNP Paribas Group
Industry Marketing and Advertising
Experience
Bank of the West, BNP Paribas February 2014 - Present
Consulting 2011 - February 2014
Union Bank 2007 - 2011
Union Bank 2000 - 2007
Union Bank 1998 - 2000
Bay View Bank 1990 - 1998
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Marketing Research, Social Media Marketing, Corporate Branding, Brand Management, Brand Developement, Brand Architecture, Employer Branding, Brand Awareness, Integrated Marketing, Team Building, Team Management, Staff Management, Staff Development, Marketing Budget..., Expense Budget..., Advertising, Online Advertising, Search Advertising, Outdoor Advertising, Radio Advertising, Visual Merchandising, Creative Merchandising, Diversity & Inclusion, Diversity Marketing, Supplier Diversity, Consumer Marketing, Retail Marketing, Retail Banking, Advertising Agency, Marketing Agency, Business Travel, Photography, Graphic Design, Brand Development, Marketing, Leadership, Management, Sponsorship, Customer Acquisition, Digital Marketing, B2B Marketing, Sales, Start-ups, Media Planning, Relationship Marketing, Email Marketing, Interactive Marketing
Education
Michigan State University
BA, Communications
Bank of the West, BNP Paribas February 2014 - Present
Consulting 2011 - February 2014
Union Bank 2007 - 2011
Union Bank 2000 - 2007
Union Bank 1998 - 2000
Bay View Bank 1990 - 1998
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Marketing Research, Social Media Marketing, Corporate Branding, Brand Management, Brand Developement, Brand Architecture, Employer Branding, Brand Awareness, Integrated Marketing, Team Building, Team Management, Staff Management, Staff Development, Marketing Budget..., Expense Budget..., Advertising, Online Advertising, Search Advertising, Outdoor Advertising, Radio Advertising, Visual Merchandising, Creative Merchandising, Diversity & Inclusion, Diversity Marketing, Supplier Diversity, Consumer Marketing, Retail Marketing, Retail Banking, Advertising Agency, Marketing Agency, Business Travel, Photography, Graphic Design, Brand Development, Marketing, Leadership, Management, Sponsorship, Customer Acquisition, Digital Marketing, B2B Marketing, Sales, Start-ups, Media Planning, Relationship Marketing, Email Marketing, Interactive Marketing
Education
Michigan State University
BA, Communications
Steve Stockton Steve Stockton's Union Bank Experience February 2001 - October 2002
Job Industry Analyst at Penton Media
Industry Publishing
Experience
Penton December 2003 - Present
Mac Tools October 2002 - August 2003
Union Bank February 2001 - October 2002
Union Bank February 2000 - February 2001
Mercantile Bank October 1998 - February 2000
Mercantile Bank August 1997 - October 1998
Mercantile Bank August 1996 - August 1997
Champs Sports April 1995 - August 1996
Pinkerton Consulting & Investigations February 1995 - August 1996
Skills
Publications, Content Management, Analytical Skills, Automotive, Publishing, Microsoft Excel, Leadership, Management, Research, Proofreading, 3D Modeling, Copy Editing, Web Content, Autodesk Inventor, Data Analysis, Editing, Automobile, Project Management, Online Research, Fact-checking, InDesign, Technical Problem..., CADD, Mechanical Drafting, CAD, Structural Drafting, Autodesk Revit, Machine Drawings, Online Project..., Architectural Drawings, AutoCAD 2016, AutoCAD 2014, Requirements..., 3D Modeling Software, Civil Drafting, Parametric Modeling, BIM, Computer Aided Drafting..., Architectural Drafting, Close Attention to..., 2D Modeling Software, Data Collection, SketchUp, Microsoft Access, Microsoft Word, Bluebeam Revu
Education
Missouri State University 1990 — 1994
Bachelor of Science, Sociology/Criminal Justice
University of Central Missouri 1989 — 1990
Penton December 2003 - Present
Mac Tools October 2002 - August 2003
Union Bank February 2001 - October 2002
Union Bank February 2000 - February 2001
Mercantile Bank October 1998 - February 2000
Mercantile Bank August 1997 - October 1998
Mercantile Bank August 1996 - August 1997
Champs Sports April 1995 - August 1996
Pinkerton Consulting & Investigations February 1995 - August 1996
Skills
Publications, Content Management, Analytical Skills, Automotive, Publishing, Microsoft Excel, Leadership, Management, Research, Proofreading, 3D Modeling, Copy Editing, Web Content, Autodesk Inventor, Data Analysis, Editing, Automobile, Project Management, Online Research, Fact-checking, InDesign, Technical Problem..., CADD, Mechanical Drafting, CAD, Structural Drafting, Autodesk Revit, Machine Drawings, Online Project..., Architectural Drawings, AutoCAD 2016, AutoCAD 2014, Requirements..., 3D Modeling Software, Civil Drafting, Parametric Modeling, BIM, Computer Aided Drafting..., Architectural Drafting, Close Attention to..., 2D Modeling Software, Data Collection, SketchUp, Microsoft Access, Microsoft Word, Bluebeam Revu
Education
Missouri State University 1990 — 1994
Bachelor of Science, Sociology/Criminal Justice
University of Central Missouri 1989 — 1990
jessica bojorquez jessica bojorquez's Union Bank Experience December 2010 - Present
Job Human Resources Assistant at Alcoa Fastening Systems
Industry Banking
Experience
Alcoa Fastening Systems March 2013 - Present
Union Bank December 2010 - Present
U.S. Bank November 2008 - December 2010
Downey Savings December 2006 - November 2008
Skills
Customer Service, Customer Service..., Cash Handling Experience, Data Entry, Handle Confidential..., Close Attention to..., Bilingual-English/Spanis..., 10 Key, Problem Solving, G/L Reconciliations, Reconciling Reports, Bank Statements, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, QuickBooks
Education
Cal State University Channel Islands 2009 — 2012
Bachelors of Science in Business
Moorpark College 2006 — 2009
Associate of Liberal Arts
Alcoa Fastening Systems March 2013 - Present
Union Bank December 2010 - Present
U.S. Bank November 2008 - December 2010
Downey Savings December 2006 - November 2008
Skills
Customer Service, Customer Service..., Cash Handling Experience, Data Entry, Handle Confidential..., Close Attention to..., Bilingual-English/Spanis..., 10 Key, Problem Solving, G/L Reconciliations, Reconciling Reports, Bank Statements, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, QuickBooks
Education
Cal State University Channel Islands 2009 — 2012
Bachelors of Science in Business
Moorpark College 2006 — 2009
Associate of Liberal Arts
Nalleli Arteaga Nalleli Arteaga's Union Bank Experience May 2013 - Present
Job Personal Banker
Industry Banking
Experience
U.S. Bank July 2014 - Present
Union Bank May 2013 - Present
Milo's Cafe June 2007 - March 2013
Skills
Customer Experience, Customer Satisfaction, Customer Oriented, Microsoft Excel, Bilingual, Detailed Organization, Communication, Credit, Finance, PowerPoint, Banking, Retail Banking
Education
Modesto Junior College 2010 — 2012
Anticipated Associates Degree, Business Administration (25 units completed)., Business Administration and Management, General, sophmore
U.S. Bank July 2014 - Present
Union Bank May 2013 - Present
Milo's Cafe June 2007 - March 2013
Skills
Customer Experience, Customer Satisfaction, Customer Oriented, Microsoft Excel, Bilingual, Detailed Organization, Communication, Credit, Finance, PowerPoint, Banking, Retail Banking
Education
Modesto Junior College 2010 — 2012
Anticipated Associates Degree, Business Administration (25 units completed)., Business Administration and Management, General, sophmore
Anthony Rini Anthony Rini's Union Bank Experience September 2009 - June 2013
Job Assistant Branch Manager at CBC Federal credit union
Industry Banking
Experience
CBC Federal credit union June 2013 - Present
Union Bank September 2009 - June 2013
Us bank May 2006 - September 2009
Skills
Banking, Management, Mentoring, Organization, Goal Setting, Schedules, Interviews, Internet, Sales, Sales Management, Operations Management, NCUA, FDICIA, Compliance, Customer Service, Customer Satisfaction, Networking
Education
Moorpark College 2005 — 2007
Business Administration and Management, General
CBC Federal credit union June 2013 - Present
Union Bank September 2009 - June 2013
Us bank May 2006 - September 2009
Skills
Banking, Management, Mentoring, Organization, Goal Setting, Schedules, Interviews, Internet, Sales, Sales Management, Operations Management, NCUA, FDICIA, Compliance, Customer Service, Customer Satisfaction, Networking
Education
Moorpark College 2005 — 2007
Business Administration and Management, General
Enrique Santana Enrique Santana's Union Bank Experience 1997 - 2004
Job Multimedia TV Commercial Production Artist, Editor & Character Animator
Industry Broadcast Media
Experience
Curacao 2007 - Present
Animation Mentor June 2013 - Present
Toyota Motor North America, Inc. 2004 - 2009
Union Bank 1997 - 2004
Skills
Hard Sale TV Commercial..., After Effects, Animation, Motion Graphics, Photoshop, Maya, Lighting, Final Cut Pro, Computer Animation, Multimedia, Illustrator, Video, Advertising, Video Production, Commercials, Character Animation, Graphic Design, Film, Nuke, Television, 3D, Adobe Creative Suite, Cinema 4D, Marketing, Editing, Sound Editing, Mac, Digital Photography, Pro Tools, Broadcast, HD Video, Creative Direction, Copywriting, Spanish-speaking, Catalogue Production, PowerPoint, Commercial Photography, Art, Brochures, Post Production, Video Editing, Storyboarding, Illustration, Social Media, Social Media Marketing, Graphics, protools, advertis
Education
AnimationMentor.com 2011 — 2013
Diploma in Advanced 3D Character Animation Studies, Animation, Interactive Technology, Video Graphics and Special Effects
Digital Tutors Certificates:
Mt. San Antonio College 1993 — 1997
Multimedia, Graphic Design
Curacao 2007 - Present
Animation Mentor June 2013 - Present
Toyota Motor North America, Inc. 2004 - 2009
Union Bank 1997 - 2004
Skills
Hard Sale TV Commercial..., After Effects, Animation, Motion Graphics, Photoshop, Maya, Lighting, Final Cut Pro, Computer Animation, Multimedia, Illustrator, Video, Advertising, Video Production, Commercials, Character Animation, Graphic Design, Film, Nuke, Television, 3D, Adobe Creative Suite, Cinema 4D, Marketing, Editing, Sound Editing, Mac, Digital Photography, Pro Tools, Broadcast, HD Video, Creative Direction, Copywriting, Spanish-speaking, Catalogue Production, PowerPoint, Commercial Photography, Art, Brochures, Post Production, Video Editing, Storyboarding, Illustration, Social Media, Social Media Marketing, Graphics, protools, advertis
Education
AnimationMentor.com 2011 — 2013
Diploma in Advanced 3D Character Animation Studies, Animation, Interactive Technology, Video Graphics and Special Effects
Digital Tutors Certificates:
Mt. San Antonio College 1993 — 1997
Multimedia, Graphic Design
Jacqueline Hsu Jacqueline Hsu's Union Bank Experience June 2010 - June 2011
Job Creative Director
Industry Retail
Experience
ZooShoo April 2012 - September 2014
State Farm March 2011 - April 2012
Union Bank June 2010 - June 2011
SageView Advisory Group September 2009 - June 2010
Rip Curl January 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Sales, Microsoft Word, Access, Data Analysis, Research, Marketing, Accounting, Forecasting, Finance, Excel, Word, Financial Reporting, Analysis, Auditing, Investments, Marketing Strategy, Marketing Communications, Event Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Business Economics
National Taiwan Normal University
Mandarin
ZooShoo April 2012 - September 2014
State Farm March 2011 - April 2012
Union Bank June 2010 - June 2011
SageView Advisory Group September 2009 - June 2010
Rip Curl January 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Sales, Microsoft Word, Access, Data Analysis, Research, Marketing, Accounting, Forecasting, Finance, Excel, Word, Financial Reporting, Analysis, Auditing, Investments, Marketing Strategy, Marketing Communications, Event Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Business Economics
National Taiwan Normal University
Mandarin
Laurie Henning-Johnson Laurie Henning-Johnson's Union Bank Experience December 1982 - September 1984
Job Office Coordinator at Seven Hills Preparatory Academy
Industry Education Management
Experience
Seven Hills Preparatory Academy December 2012 - Present
Beltz, Kes, Darling and Associates April 2006 - December 2012
Northwest Airlines May 1988 - April 2006
The Black Whale Restuarant September 1984 - March 1988
Union Bank December 1982 - September 1984
Skills
Accounting, Microsoft Word, Accounts Payable, Auditing, Financial Statements, Microsoft Office, Bank Reconciliation, Management, Access, Cash Management, Outlook, Customer Service, Budgets, General Ledger, Financial Reporting, Account Reconciliation, Microsoft Excel, Financial Analysis, Quality Auditing, Internal Audit, 1099 Preparation, Financial Statement...
Education
Minnesota State University, Mankato 1978 — 1982
Double major, BS, Corrections/Sociology
Northfield, Minnesota High School 1975 — 1977
Seven Hills Preparatory Academy December 2012 - Present
Beltz, Kes, Darling and Associates April 2006 - December 2012
Northwest Airlines May 1988 - April 2006
The Black Whale Restuarant September 1984 - March 1988
Union Bank December 1982 - September 1984
Skills
Accounting, Microsoft Word, Accounts Payable, Auditing, Financial Statements, Microsoft Office, Bank Reconciliation, Management, Access, Cash Management, Outlook, Customer Service, Budgets, General Ledger, Financial Reporting, Account Reconciliation, Microsoft Excel, Financial Analysis, Quality Auditing, Internal Audit, 1099 Preparation, Financial Statement...
Education
Minnesota State University, Mankato 1978 — 1982
Double major, BS, Corrections/Sociology
Northfield, Minnesota High School 1975 — 1977
Daniel Zamudio Daniel Zamudio's Union Bank Experience December 2010 - February 2012
Job International Outreach Specialist at National University & CoFounder & Manager at Cuppa Coffee Roasters
Industry International Affairs
Experience
Cuppa Coffee Roasters September 2013 - Present
National University August 2013 - Present
National University February 2013 - August 2013
National University February 2012 - August 2013
Union Bank December 2010 - February 2012
University of California, San Diego November 2009 - September 2010
Provident Savings Bank April 2006 - May 2009
Skills
Microsoft Office, Data Entry, Microsoft Excel, Leadership, Training, Customer Service, Finance, Public Speaking, Access, Research, PowerPoint, Policy, Event Planning, Management, Community Outreach
Education
National University 2012 — 2014
Master's Degree, Public Administration with a Specialization in Public Finance
University of California, San Diego 2008 — 2010
Bachelor's Degree, International Studies-Political Science; Latin America
Riverside City College 2005 — 2008
A.A, Liberal Arts
Cuppa Coffee Roasters September 2013 - Present
National University August 2013 - Present
National University February 2013 - August 2013
National University February 2012 - August 2013
Union Bank December 2010 - February 2012
University of California, San Diego November 2009 - September 2010
Provident Savings Bank April 2006 - May 2009
Skills
Microsoft Office, Data Entry, Microsoft Excel, Leadership, Training, Customer Service, Finance, Public Speaking, Access, Research, PowerPoint, Policy, Event Planning, Management, Community Outreach
Education
National University 2012 — 2014
Master's Degree, Public Administration with a Specialization in Public Finance
University of California, San Diego 2008 — 2010
Bachelor's Degree, International Studies-Political Science; Latin America
Riverside City College 2005 — 2008
A.A, Liberal Arts
Bill Boynes Bill Boynes's Union Bank Experience October 2013 - Present
Job Enterprise Program Manager at Union Bank
Industry Information Technology and Services
Experience
Union Bank October 2013 - Present
Alvand Solutions June 2012 - September 2013
MetraTech Corp April 2011 - June 2012
HCL Technologies April 2008 - March 2011
CapitalStream February 2007 - April 2008
Verso Technologies 2001 - 2003
Epicor Software 1993 - 1995
Arthur Andersen 1985 - 1992
Skills
Mergers, Strategic Planning, Vendor Management, Budgeting, ERP, Monetization, Accounting, Account Management, Business Strategy, New Business Development, Cloud Computing, Business Process..., CRM, Business Intelligence, Risk Management, Mergers & Acquisitions, Management, Budgets, Business Analysis, Team Building, Salesforce.com, Project Management
Education
Morehouse College 1984 — 1988
Bachelor of Arts, Accounting
Union Bank October 2013 - Present
Alvand Solutions June 2012 - September 2013
MetraTech Corp April 2011 - June 2012
HCL Technologies April 2008 - March 2011
CapitalStream February 2007 - April 2008
Verso Technologies 2001 - 2003
Epicor Software 1993 - 1995
Arthur Andersen 1985 - 1992
Skills
Mergers, Strategic Planning, Vendor Management, Budgeting, ERP, Monetization, Accounting, Account Management, Business Strategy, New Business Development, Cloud Computing, Business Process..., CRM, Business Intelligence, Risk Management, Mergers & Acquisitions, Management, Budgets, Business Analysis, Team Building, Salesforce.com, Project Management
Education
Morehouse College 1984 — 1988
Bachelor of Arts, Accounting
Rebecca Schnarr Rebecca Schnarr's Union Bank Experience July 2015 - Present
Job Quality Control Operations Analyst at Union Bank
Industry Financial Services
Experience
Union Bank July 2015 - Present
Butler & Hosch, P.A. February 2014 - May 2015
Chase January 2012 - February 2014
Chase Bank June 2009 - December 2011
US Navy July 2003 - March 2007
First Federal Savings Bank May 1999 - May 2003
Skills
Six Sigma, Operational Risk..., Notary Public, RCSA, Bankruptcy, Mortgage Banking, Job Coaching, DMAIC, FNMA, FHA, FHLMC, Banking, Microsoft Excel, MS Project, Visio, Microsoft Word, Microsoft Office, SharePoint, LPS Desktop, VLS, PACER, LPS, Finance, Loans, Mortgage Lending
Education
National University 2007 — 2008
University of Southern Indiana 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Union Bank July 2015 - Present
Butler & Hosch, P.A. February 2014 - May 2015
Chase January 2012 - February 2014
Chase Bank June 2009 - December 2011
US Navy July 2003 - March 2007
First Federal Savings Bank May 1999 - May 2003
Skills
Six Sigma, Operational Risk..., Notary Public, RCSA, Bankruptcy, Mortgage Banking, Job Coaching, DMAIC, FNMA, FHA, FHLMC, Banking, Microsoft Excel, MS Project, Visio, Microsoft Word, Microsoft Office, SharePoint, LPS Desktop, VLS, PACER, LPS, Finance, Loans, Mortgage Lending
Education
National University 2007 — 2008
University of Southern Indiana 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Monica Herskowitz Monica Herskowitz's Union Bank Experience September 2007 - Present
Job Vice PresidentManager of Employee Records at Union Bank
Industry Banking
Experience
Union Bank September 2007 - Present
Union Bank August 1998 - September 2007
Union Bank January 1990 - May 1998
Skills
Leading Change, Data Integrity, Data Security, People Skills, Highly effective
Education
National University 2012 — 2014
Bachelor's degree, Organizational Leadership
San Gabriel High School 1984 — 1987
High School diploma
Union Bank September 2007 - Present
Union Bank August 1998 - September 2007
Union Bank January 1990 - May 1998
Skills
Leading Change, Data Integrity, Data Security, People Skills, Highly effective
Education
National University 2012 — 2014
Bachelor's degree, Organizational Leadership
San Gabriel High School 1984 — 1987
High School diploma
Suzette Gould Suzette Gould's Union Bank Experience 2010 - 2011
Job VP Commercial Loan/Credit Officer at Kitsap Bank
Industry Banking
Experience
Kitsap Bank May 2011 - Present
Frontier Bank October 2007 - March 2011
Union Bank 2010 - 2011
KeyBank February 2004 - September 2007
US Bank March 1995 - February 2004
Skills
Small Business Lending, Commercial Banking, Loans, Underwriting, Credit, ACH, Banking, Commercial Lending, Portfolio Management, Lines Of Credit, Commercial Mortgages, Asset, Real Estate, Credit Analysis, Risk, Workout, Risk Management, Construction Loans, Consumer Lending, Loan Documentation, Community Banking, Small Business, Treasury Management, Accounting, Cash Management, Deposits, Policy, Origination, Debit, Loan Origination, Middle Market, Cross Selling, Analysis, Retail, Customer Service, Term Loans, Home Equity, Rehab Loans, Home Equity Loans, Loan Structuring, Term Sheets, Credit Facilities, Fair Value, Interest Rate Swaps, C&I Lending
Education
Miami Dade College
Kitsap Bank May 2011 - Present
Frontier Bank October 2007 - March 2011
Union Bank 2010 - 2011
KeyBank February 2004 - September 2007
US Bank March 1995 - February 2004
Skills
Small Business Lending, Commercial Banking, Loans, Underwriting, Credit, ACH, Banking, Commercial Lending, Portfolio Management, Lines Of Credit, Commercial Mortgages, Asset, Real Estate, Credit Analysis, Risk, Workout, Risk Management, Construction Loans, Consumer Lending, Loan Documentation, Community Banking, Small Business, Treasury Management, Accounting, Cash Management, Deposits, Policy, Origination, Debit, Loan Origination, Middle Market, Cross Selling, Analysis, Retail, Customer Service, Term Loans, Home Equity, Rehab Loans, Home Equity Loans, Loan Structuring, Term Sheets, Credit Facilities, Fair Value, Interest Rate Swaps, C&I Lending
Education
Miami Dade College
Anel Califano, CTP Anel Califano, CTP's Union Bank Experience February 1998 - Present
Job Vice President/ Treasury Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank February 1998 - Present
Wells Fargo April 1992 - January 1998
Skills
Cash Management, Commercial Banking, Treasury Management
Education
National University 1997 — 2000
Bachelor of Arts (B.A.), Interdisciplinary Studies
Union Bank February 1998 - Present
Wells Fargo April 1992 - January 1998
Skills
Cash Management, Commercial Banking, Treasury Management
Education
National University 1997 — 2000
Bachelor of Arts (B.A.), Interdisciplinary Studies
Dane Makhoul Dane Makhoul's Union Bank Experience July 2014 - Present
Job
Industry Banking
Experience
Union Bank July 2014 - Present
Union Bank March 2013 - July 2014
Union Bank September 2012 - March 2013
Union Bank May 2011 - March 2013
Marcus & Millichap May 2009 - September 2010
Skills
Real Estate, Real Estate Economics, Asset Managment, Real Estate Financing, Valuation, Investment Properties, Investments, Loans, Real Estate Transactions, Real Estate Development, Financial Modeling, Due Diligence, Commercial Real Estate, Mortgage Lending, Portfolio Management, REO, Financial Analysis, Training, Asset Management, Short Sales, First Time Home Buyers, Underwriting, Credit, Risk Management, Disposition
Education
University of Southern California - Marshall School of Business 2008 — 2010
Bachelor of Science, Business Administration: Real Estate Finance
Mt. San Antonio College 2006 — 2008
Associates of Arts, Social & Behavioral Science
Union Bank July 2014 - Present
Union Bank March 2013 - July 2014
Union Bank September 2012 - March 2013
Union Bank May 2011 - March 2013
Marcus & Millichap May 2009 - September 2010
Skills
Real Estate, Real Estate Economics, Asset Managment, Real Estate Financing, Valuation, Investment Properties, Investments, Loans, Real Estate Transactions, Real Estate Development, Financial Modeling, Due Diligence, Commercial Real Estate, Mortgage Lending, Portfolio Management, REO, Financial Analysis, Training, Asset Management, Short Sales, First Time Home Buyers, Underwriting, Credit, Risk Management, Disposition
Education
University of Southern California - Marshall School of Business 2008 — 2010
Bachelor of Science, Business Administration: Real Estate Finance
Mt. San Antonio College 2006 — 2008
Associates of Arts, Social & Behavioral Science
Albert Hsu's Union Bank Experience January 2014 - Present
Job Market Risk Quantitative Analyst at Union Bank
Industry Financial Services
Experience
Union Bank January 2014 - Present
UCLA Anderson School of Management November 2012 - December 2013
Los Angeles Capital Management July 2013 - September 2013
Solid-State Laser Crystal and Device Laboratory, National Taiwan University July 2009 - July 2011
High-Tech Storage and Thin Film Laboratory, National Tsing-Hua University July 2008 - January 2009
Skills
Fincad, Risk Metrics, Matlab, Data Analysis, Statistics, SAS, VBA, Financial Modeling, SQL, C/C++, Monte-Carlo Simulation, Stochastic Processes, Derivatives, Financial Analysis, R
Education
University of California, Los Angeles 2012 — 2013
Master's degree, Financial Engineering
National Taiwan University 2009 — 2012
Master of Science (M.S.), Photonics and Optoelectronics, 86.87/100
National Tsing Hua University 2005 — 2009
Bachelor of Science (B.S.), Material Science and Engineering, 84.18/100
Union Bank January 2014 - Present
UCLA Anderson School of Management November 2012 - December 2013
Los Angeles Capital Management July 2013 - September 2013
Solid-State Laser Crystal and Device Laboratory, National Taiwan University July 2009 - July 2011
High-Tech Storage and Thin Film Laboratory, National Tsing-Hua University July 2008 - January 2009
Skills
Fincad, Risk Metrics, Matlab, Data Analysis, Statistics, SAS, VBA, Financial Modeling, SQL, C/C++, Monte-Carlo Simulation, Stochastic Processes, Derivatives, Financial Analysis, R
Education
University of California, Los Angeles 2012 — 2013
Master's degree, Financial Engineering
National Taiwan University 2009 — 2012
Master of Science (M.S.), Photonics and Optoelectronics, 86.87/100
National Tsing Hua University 2005 — 2009
Bachelor of Science (B.S.), Material Science and Engineering, 84.18/100
Albert Dennis Albert Dennis's Union Bank Experience January 2004 - March 2009
Job Business Development / Account Executive at Give Something Back Office Supplies | Helping Companies Maximize Spending
Industry Business Supplies and Equipment
Experience
Give Something Back Office Supplies April 2013 - Present
Armor BearerProtective Services March 2009 - March 2013
Union Bank January 2004 - March 2009
United Airlines 2000 - 2002
Education
Morehouse College 1993 — 1995
Business Administration., Finance
Give Something Back Office Supplies April 2013 - Present
Armor BearerProtective Services March 2009 - March 2013
Union Bank January 2004 - March 2009
United Airlines 2000 - 2002
Education
Morehouse College 1993 — 1995
Business Administration., Finance
Kirk VanAtta's Union Bank Experience 2012 - Present
Job Affluent Banking Manager | Program Manager | Private Banker | Trainer | Strategy | Project Manager
Industry Banking
Experience
Union Bank 2012 - Present
Union Bank 2001 - 2011
Union Bank 1998 - 2001
Union Bank 1992 - 1998
Skills
Banking, Strategy, Financial Services, Retail Banking, Loans, Portfolio Management, Commercial Banking, Credit, Coaching, Branch Banking, Asset Management, Business Strategy, Business Development, Financial Modeling, Mortgage Lending, Executive Management, Leadership, Management, Credit Risk, Credit Analysis, Wealth Management, Sales, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Cash Management, Consumer Lending, Analysis, Investments, Project Management, Sales Management, Product Management, Customer Experience, Relationship Management, Business Analysis, Team Building, Finance, Private Banking, Mergers & Acquisitions, Financial Analysis, AML, Small Business Lending, Corporate Finance, Underwriting, Strategic Financial..., Mutual Funds, Due Diligence, Securities, Capital Markets
Education
Miami University
M.B.A., Finance
Miami University
Bachelors, Finance
Newark High School
Pacific Coast Banking School
Union Bank 2012 - Present
Union Bank 2001 - 2011
Union Bank 1998 - 2001
Union Bank 1992 - 1998
Skills
Banking, Strategy, Financial Services, Retail Banking, Loans, Portfolio Management, Commercial Banking, Credit, Coaching, Branch Banking, Asset Management, Business Strategy, Business Development, Financial Modeling, Mortgage Lending, Executive Management, Leadership, Management, Credit Risk, Credit Analysis, Wealth Management, Sales, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Cash Management, Consumer Lending, Analysis, Investments, Project Management, Sales Management, Product Management, Customer Experience, Relationship Management, Business Analysis, Team Building, Finance, Private Banking, Mergers & Acquisitions, Financial Analysis, AML, Small Business Lending, Corporate Finance, Underwriting, Strategic Financial..., Mutual Funds, Due Diligence, Securities, Capital Markets
Education
Miami University
M.B.A., Finance
Miami University
Bachelors, Finance
Newark High School
Pacific Coast Banking School
Robert Walters Robert Walters's Union Bank Experience 2004 - 2013
Job Strategic IT Leader (CIO/CTO/VP/Director) | Creating IT Alignment | Building Dynamic Teams | Delivering Business Value
Industry Information Technology and Services
Experience
En Pointe Technologies 2014 - 2014
Union Bank 2004 - 2013
Union Bank 2001 - 2004
Union Bank 1998 - 2001
Union Bank 1995 - 1998
Union Bank 1993 - 1995
Skills
Banking, Risk Management, Community Banking, Retail Banking, Commercial Banking, Credit, Integration, Credit Analysis, Commercial Lending, PMO, SDLC, Project Management, Information Technology..., Loans, Management, Disaster Recovery, Vendor Management, Process Improvement, ITIL Certified, IT Management, IT Strategy, IT Operations, IT Outsourcing, Virtual PC, Virtualization, Data Centre Architecture, Team Leadership, Cross-functional Team..., Capital Budgeting, Operating Budgets, Business Case Modelling, Preparing Business Cases, Project Engineering, Fleet Management, Information Technology, Leadership, Strategic Leadership, Data Center, Mergers & Acquisitions, Executive Management, Networking, Infrastructure, Servers, Team Building, Enterprise Architecture, Business Continuity, System Deployment, Project Portfolio..., Project Planning
Education
Pacific Coast Banking School 2006 — 2008
Graduate Degreee in Banking, Banking
National University
Business - Emphasis in Marketing
San Diego State University-California State University
General Studies
En Pointe Technologies 2014 - 2014
Union Bank 2004 - 2013
Union Bank 2001 - 2004
Union Bank 1998 - 2001
Union Bank 1995 - 1998
Union Bank 1993 - 1995
Skills
Banking, Risk Management, Community Banking, Retail Banking, Commercial Banking, Credit, Integration, Credit Analysis, Commercial Lending, PMO, SDLC, Project Management, Information Technology..., Loans, Management, Disaster Recovery, Vendor Management, Process Improvement, ITIL Certified, IT Management, IT Strategy, IT Operations, IT Outsourcing, Virtual PC, Virtualization, Data Centre Architecture, Team Leadership, Cross-functional Team..., Capital Budgeting, Operating Budgets, Business Case Modelling, Preparing Business Cases, Project Engineering, Fleet Management, Information Technology, Leadership, Strategic Leadership, Data Center, Mergers & Acquisitions, Executive Management, Networking, Infrastructure, Servers, Team Building, Enterprise Architecture, Business Continuity, System Deployment, Project Portfolio..., Project Planning
Education
Pacific Coast Banking School 2006 — 2008
Graduate Degreee in Banking, Banking
National University
Business - Emphasis in Marketing
San Diego State University-California State University
General Studies
Patricia Pearcy Patricia Pearcy's Union Bank Experience May 2010 - February 2012
Job Direct Banking Service Specialist II at Union Bank
Industry Consumer Services
Experience
Union Bank May 2010 - February 2012
L. A. Works November 2009 - April 2010
Wells Fargo Phone Bank April 2008 - November 2009
Wells Fargo April 2008 - November 2009
Wells Fargo June 2005 - November 2007
Act-1 March 2005 - March 2006
Martinez Architects September 1999 - February 2002
Pacific Sun Pools January 1980 - January 2000
Education
Moorpark College 1996 — 1999
HARTFORD HIGH SCHOOL 1971 — 1974
MOORPARK UNIVERSITY
Union Bank May 2010 - February 2012
L. A. Works November 2009 - April 2010
Wells Fargo Phone Bank April 2008 - November 2009
Wells Fargo April 2008 - November 2009
Wells Fargo June 2005 - November 2007
Act-1 March 2005 - March 2006
Martinez Architects September 1999 - February 2002
Pacific Sun Pools January 1980 - January 2000
Education
Moorpark College 1996 — 1999
HARTFORD HIGH SCHOOL 1971 — 1974
MOORPARK UNIVERSITY
Kay Wigton Kay Wigton's Union Bank Experience May 2012 - Present
Job Ambassador at Union Bank
Industry Banking
Experience
Union Bank May 2012 - Present
Santa Barbara Bank and Trust March 2003 - Present
SBBT March 2003 - May 2012
Camarillo Art and Jazz Festival 2008 - 2010
California Federal Bank August 1974 - March 2003
First Nationwide Bank 1974 - 2003
Skills
Management, Banking, Sales, Nonprofits, Customer Service, Commercial Lending, Loans, Small Business Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Credit Analysis, Cross Selling, Consumer Lending, Loan Origination, Relationship Management, Deposits, Underwriting, Portfolio Management, Branch Management, Cash Management, Commercial Mortgages, Finance, Lines Of Credit, Mortgage Banking, Private Banking, Residential Mortgages, Credit Risk
Education
VCLA 2008 — 2009
Monterey Peninsula College
Sociology
Oxnard college
Union Bank May 2012 - Present
Santa Barbara Bank and Trust March 2003 - Present
SBBT March 2003 - May 2012
Camarillo Art and Jazz Festival 2008 - 2010
California Federal Bank August 1974 - March 2003
First Nationwide Bank 1974 - 2003
Skills
Management, Banking, Sales, Nonprofits, Customer Service, Commercial Lending, Loans, Small Business Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Credit Analysis, Cross Selling, Consumer Lending, Loan Origination, Relationship Management, Deposits, Underwriting, Portfolio Management, Branch Management, Cash Management, Commercial Mortgages, Finance, Lines Of Credit, Mortgage Banking, Private Banking, Residential Mortgages, Credit Risk
Education
VCLA 2008 — 2009
Monterey Peninsula College
Sociology
Oxnard college
Lizabeth Gonzalez's Union Bank Experience June 2011 - December 2011
Job Realtor, BrokerAssociate
Industry Real Estate
Experience
First Team Real Estate January 2014 - Present
Fasone Construction, Inc. January 2006 - Present
Community Bank December 2011 - September 2012
Union Bank June 2011 - December 2011
Skills
Competitive Analysis, Small Business..., Microsoft Office, Contract Negotiation, Contract Management, Administration, Research, Business Management, Strategic Planning, QuickBooks, Management, Program Management, Business Development, Administartion, Project Management, Competency Analysis, Marketing, Project Planning
Education
UCLA Anderson School of Management 2010 — 2011
Management Certificate, Business Management
Mount Saint Mary's College California 2003 — 2007
B.A, Sociology, Business concentration
la habra high school
First Team Real Estate January 2014 - Present
Fasone Construction, Inc. January 2006 - Present
Community Bank December 2011 - September 2012
Union Bank June 2011 - December 2011
Skills
Competitive Analysis, Small Business..., Microsoft Office, Contract Negotiation, Contract Management, Administration, Research, Business Management, Strategic Planning, QuickBooks, Management, Program Management, Business Development, Administartion, Project Management, Competency Analysis, Marketing, Project Planning
Education
UCLA Anderson School of Management 2010 — 2011
Management Certificate, Business Management
Mount Saint Mary's College California 2003 — 2007
B.A, Sociology, Business concentration
la habra high school
Andrew Curtiss's Union Bank Experience April 2003 - January 2007
Job Senior Mortgage Consultant at Lincoln Mutual Home Mortgage
Industry Real Estate
Experience
Carrington Real Estate July 2015 - Present
Lincoln Mutual Home Mortgage April 2015 - Present
Maximos Lending December 2013 - April 2015
First Financial Credit Union September 2011 - July 2013
Bank of America March 2008 - October 2010
GoodYear Home Loans January 2007 - March 2008
Union Bank April 2003 - January 2007
Skills
Loss Mitigation, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Mortgage Compliance, Real Estate Financing, Loan Origination, Loan Servicing, Loan Modifications, Home Equity Loans, Real Estate License, Account Reconciliation, Customer Service, Foreclosures, REO, Process Improvement, Experienced Trainer, Compliance, Employee Training, Reverse Mortgages, Jumbo Mortgage, Credit Analysis, Short Sales, Loans, Credit, Refinance, Mortgage Underwriting, FHA, Credit Unions, Residential Mortgages, Real Estate Economics, Default, Consumer Lending, HUD, Mortgage Marketing, Closings, FHA financing, Certified Mortgage..., VA loans, Escrow, Referrals, Title Insurance, FNMA, Investors, Rates, First Time Home Buyers, 203K, Assisting First Time..., Funding, Investment Properties
Education
Mt. San Antonio College
Business/Real Esate
Carrington Real Estate July 2015 - Present
Lincoln Mutual Home Mortgage April 2015 - Present
Maximos Lending December 2013 - April 2015
First Financial Credit Union September 2011 - July 2013
Bank of America March 2008 - October 2010
GoodYear Home Loans January 2007 - March 2008
Union Bank April 2003 - January 2007
Skills
Loss Mitigation, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Mortgage Compliance, Real Estate Financing, Loan Origination, Loan Servicing, Loan Modifications, Home Equity Loans, Real Estate License, Account Reconciliation, Customer Service, Foreclosures, REO, Process Improvement, Experienced Trainer, Compliance, Employee Training, Reverse Mortgages, Jumbo Mortgage, Credit Analysis, Short Sales, Loans, Credit, Refinance, Mortgage Underwriting, FHA, Credit Unions, Residential Mortgages, Real Estate Economics, Default, Consumer Lending, HUD, Mortgage Marketing, Closings, FHA financing, Certified Mortgage..., VA loans, Escrow, Referrals, Title Insurance, FNMA, Investors, Rates, First Time Home Buyers, 203K, Assisting First Time..., Funding, Investment Properties
Education
Mt. San Antonio College
Business/Real Esate
Gilbert (Gil) Kennedy Gilbert (Gil) Kennedy's Union Bank Experience March 2002 - December 2011
Job Regional Manager, Retail Banking, Managing Director at Union Bank
Industry Banking
Experience
MUFG Americas-Union Bank January 2012 - Present
Union Bank March 2002 - December 2011
US Navy January 1992 - December 1999
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Management, Credit Analysis, Retail Banking, Change Management, Strategic Communications, Employee Learning &..., navy, Special Operations, Tactics, Reconnaissance, Weapons, Project Management, Strategic Planning, Communications Planning
Education
National University
Legal Studies, General
MUFG Americas-Union Bank January 2012 - Present
Union Bank March 2002 - December 2011
US Navy January 1992 - December 1999
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Management, Credit Analysis, Retail Banking, Change Management, Strategic Communications, Employee Learning &..., navy, Special Operations, Tactics, Reconnaissance, Weapons, Project Management, Strategic Planning, Communications Planning
Education
National University
Legal Studies, General
Anthony Standard Anthony Standard's Union Bank Experience 2012 - Present
Job Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Lending, Small Business Lending, Mortgage Lending, Cross Selling, Relationship Management
Education
Moorpark College
Associate's degree, Business, Management, Marketing, and Related Support Services
Union Bank 2012 - Present
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Lending, Small Business Lending, Mortgage Lending, Cross Selling, Relationship Management
Education
Moorpark College
Associate's degree, Business, Management, Marketing, and Related Support Services
Ashlea Briggs Ashlea Briggs's Union Bank Experience January 2005 - July 2007
Job Senior Vice President, Treasury Sales Manager at BancFirst
Industry Banking
Experience
BancFirst February 2014 - Present
BancFirst August 2010 - February 2014
BancFirst August 2007 - August 2010
Union Bank January 2005 - July 2007
Skills
Treasury Management, Credit Analysis, Investments, Banking, Treasury Services, Commercial Banking, Treasury, Finance, Sales, Sales Management, Merchant Card Processing, Cash Management
Education
Mississippi State University 2000 — 2003
Bachelor of Science (B.S.), Microbiology
Mississippi State University 1999 — 2003
Bachelors, Microbiology
BancFirst February 2014 - Present
BancFirst August 2010 - February 2014
BancFirst August 2007 - August 2010
Union Bank January 2005 - July 2007
Skills
Treasury Management, Credit Analysis, Investments, Banking, Treasury Services, Commercial Banking, Treasury, Finance, Sales, Sales Management, Merchant Card Processing, Cash Management
Education
Mississippi State University 2000 — 2003
Bachelor of Science (B.S.), Microbiology
Mississippi State University 1999 — 2003
Bachelors, Microbiology
Cynthia Soriano's Union Bank Experience
Job sr banker at Union Bank
Industry Banking
Experience
Union Bank
Skills
Banking, Loans, Retail Banking, Mortgage Lending, Credit, Consumer Lending, Commercial Banking, Small Business Lending
Education
Mt. San Jacinto Community College District 1996 — 2000
General, Psychology
Union Bank
Skills
Banking, Loans, Retail Banking, Mortgage Lending, Credit, Consumer Lending, Commercial Banking, Small Business Lending
Education
Mt. San Jacinto Community College District 1996 — 2000
General, Psychology
Anastasia Montejano, PMP, ACC's Union Bank Experience 1993 - 1995
Job Business Relationship Manager at Western Dental
Industry Information Technology and Services
Experience
Western Dental 2015 - Present
Winning Solutions 2009 - 2015
the Capital Group Companies 2008 - 2009
Capital Group 2007 - 2008
Capital Group 2002 - 2007
Capital Group 2000 - 2002
Kaiser Permanente 1995 - 2000
Union Bank 1993 - 1995
City National Bank 1989 - 1993
Micro Training Unlimited 1988 - 1989
Skills
Coaching, Leadership Development, Personal Development, Executive Coaching, Organizational..., Change Management, Program Management, Program/Curriculum..., Leadership, Team Building, Risk Management, Entrepreneurship, Public Speaking, Cross-functional Team..., Management, PMO, Business Process..., Management Consulting, CRM, Workshop Facilitation, Project Management, Marketing, Team Leadership, Process Improvement, Business Process, Consulting, Project Planning, Training, Mergers & Acquisitions, Project Portfolio..., Strategy, PMP, Online Marketing, Enterprise Software, Small Business, Agile Methodologies, Strategic Planning, Business Analysis, Mentoring, Program Facilitation, Vendor Management
Education
National University 1988 — 1990
B.A., Business Administration
Corporate Coach University 2011 — 2013
Executive Coaching, Advanced Coaching Program
Corporate Coach University 2004 — 2009
CEG, Corporate Coaching
Western Dental 2015 - Present
Winning Solutions 2009 - 2015
the Capital Group Companies 2008 - 2009
Capital Group 2007 - 2008
Capital Group 2002 - 2007
Capital Group 2000 - 2002
Kaiser Permanente 1995 - 2000
Union Bank 1993 - 1995
City National Bank 1989 - 1993
Micro Training Unlimited 1988 - 1989
Skills
Coaching, Leadership Development, Personal Development, Executive Coaching, Organizational..., Change Management, Program Management, Program/Curriculum..., Leadership, Team Building, Risk Management, Entrepreneurship, Public Speaking, Cross-functional Team..., Management, PMO, Business Process..., Management Consulting, CRM, Workshop Facilitation, Project Management, Marketing, Team Leadership, Process Improvement, Business Process, Consulting, Project Planning, Training, Mergers & Acquisitions, Project Portfolio..., Strategy, PMP, Online Marketing, Enterprise Software, Small Business, Agile Methodologies, Strategic Planning, Business Analysis, Mentoring, Program Facilitation, Vendor Management
Education
National University 1988 — 1990
B.A., Business Administration
Corporate Coach University 2011 — 2013
Executive Coaching, Advanced Coaching Program
Corporate Coach University 2004 — 2009
CEG, Corporate Coaching
Amelia Childress Amelia Childress's Union Bank Experience December 2010 - October 2012
Job Compliance at Square
Industry Financial Services
Experience
Square October 2012 - Present
Union Bank December 2010 - October 2012
Wells Fargo May 2010 - December 2010
FirstWatch International November 2008 - May 2009
James Martin Center for Nonproliferation Studies May 2008 - September 2008
Skills
Bank Secrecy Act, Data Analysis, Compliance, Financial Analysis, AML, OFAC
Education
Monterey Institute of International Studies 2006 — 2008
Master of Arts, International Policy Studies
Monterey Institute of International Studies 2006 — 2008
Bachelor of Arts, International Policy Studies
United States Military Academy-West Point 2003 — 2004
Square October 2012 - Present
Union Bank December 2010 - October 2012
Wells Fargo May 2010 - December 2010
FirstWatch International November 2008 - May 2009
James Martin Center for Nonproliferation Studies May 2008 - September 2008
Skills
Bank Secrecy Act, Data Analysis, Compliance, Financial Analysis, AML, OFAC
Education
Monterey Institute of International Studies 2006 — 2008
Master of Arts, International Policy Studies
Monterey Institute of International Studies 2006 — 2008
Bachelor of Arts, International Policy Studies
United States Military Academy-West Point 2003 — 2004
Shane Simbeck's Union Bank Experience August 2015 - Present
Job Structured Products Analyst at Union Bank
Industry Capital Markets
Experience
Union Bank August 2015 - Present
KeyBanc Capital Markets September 2014 - August 2015
Union Gaming June 2014 - August 2014
Merrimack College January 2014 - May 2014
Personal Portfolio Management August 2008 - May 2014
Investment Banking Institute July 2013 - August 2013
U.S. Coast Guard July 2007 - July 2011
Skills
Investments, Finance, Bloomberg, Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Office, Leadership, DCF Valuation, Accounting, Bloomberg Terminal, Valuation Modeling, Cash Flow Forecasting, Financial Statement..., Microsoft Excel, Equity Research, Investment Valuation, Creative Pitching, Equity Trading, Fundamental Analysis, Building Relationships, Options Strategies, Relationship Management, Technical Analysis, Equity Valuation, Corporate Finance, PowerPoint, Case Analysis, Income Statement, Balance Sheet, Financial Statements, Leveraged Finance, Financial Analysis, Military Experience, Communication Skills, Team Leadership, Highly motivated..., Managerial Finance, Goal-oriented..., Public Speaking, Sports Management, Financial Goals, Operational Planning, Security Clearance, Government, Trading Strategies, Sales
Education
Merrimack College 2011 — 2014
Bachelor's Degree, Business - Finance and Sports Management, 3.9 GPA
Investment Banking Institute 2013 — 2013
Investment Banking Training
Wilmington High School 2003 — 2007
Union Bank August 2015 - Present
KeyBanc Capital Markets September 2014 - August 2015
Union Gaming June 2014 - August 2014
Merrimack College January 2014 - May 2014
Personal Portfolio Management August 2008 - May 2014
Investment Banking Institute July 2013 - August 2013
U.S. Coast Guard July 2007 - July 2011
Skills
Investments, Finance, Bloomberg, Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Office, Leadership, DCF Valuation, Accounting, Bloomberg Terminal, Valuation Modeling, Cash Flow Forecasting, Financial Statement..., Microsoft Excel, Equity Research, Investment Valuation, Creative Pitching, Equity Trading, Fundamental Analysis, Building Relationships, Options Strategies, Relationship Management, Technical Analysis, Equity Valuation, Corporate Finance, PowerPoint, Case Analysis, Income Statement, Balance Sheet, Financial Statements, Leveraged Finance, Financial Analysis, Military Experience, Communication Skills, Team Leadership, Highly motivated..., Managerial Finance, Goal-oriented..., Public Speaking, Sports Management, Financial Goals, Operational Planning, Security Clearance, Government, Trading Strategies, Sales
Education
Merrimack College 2011 — 2014
Bachelor's Degree, Business - Finance and Sports Management, 3.9 GPA
Investment Banking Institute 2013 — 2013
Investment Banking Training
Wilmington High School 2003 — 2007
Kathleen (Katie) Dorn Kathleen (Katie) Dorn's Union Bank Experience September 2015 - Present
Job Banking
Industry Banking
Experience
Union Bank September 2015 - Present
Nanee D's Handmade and Vintage Items November 2014 - Present
ITT Technical Institute March 2013 - December 2014
Saiful Bouquet Structural Engineers Inc. November 2013 - October 2014
Roth Staffing September 2012 - April 2013
Student March 2011 - March 2013
Suburban Water Systems January 2012 - April 2012
Home Depot, Inc July 2011 - December 2011
Gale Banks Engineering March 2006 - January 2010
Lowe's Home Improvement December 2003 - January 2006
Skills
CAD, AutoCAD, Autodesk Software, Microsoft Office, Accounts Payable, Accounts Receivable, OPEX, Bulk Mailing, Microsoft Excel, Data Entry, Customer Service, Microsoft Word, PowerPoint, Account Reconciliation, Solidworks, Invoicing, Photoshop, Engineering, Purchase Orders, Team Building, Inventor, Revit, AutoCAD Architecture, Architectural Drawings, BIM, Administrative..., Process Improvement, Advertising, Product Design, Project Planning, Project Management, Graphic Design, Analysis, Budgets, Financial Accounting, Leadership, Manufacturing, Program Management, Sales, Teamwork, Time Management, Adobe Acrobat, MS Project
Education
ITT Technical Institute- San Dimas, Ca 2013 — 2014
Project Management
ITT Technical Institute 2011 — 2013
Associate of Science (A.S.), Computer Drafting and Design, 3.97
Mt. San Antonio College 2004 — 2009
Interior Design
Mt. San Antonio College 2003 — 2010
General Education; Interior Design
Union Bank September 2015 - Present
Nanee D's Handmade and Vintage Items November 2014 - Present
ITT Technical Institute March 2013 - December 2014
Saiful Bouquet Structural Engineers Inc. November 2013 - October 2014
Roth Staffing September 2012 - April 2013
Student March 2011 - March 2013
Suburban Water Systems January 2012 - April 2012
Home Depot, Inc July 2011 - December 2011
Gale Banks Engineering March 2006 - January 2010
Lowe's Home Improvement December 2003 - January 2006
Skills
CAD, AutoCAD, Autodesk Software, Microsoft Office, Accounts Payable, Accounts Receivable, OPEX, Bulk Mailing, Microsoft Excel, Data Entry, Customer Service, Microsoft Word, PowerPoint, Account Reconciliation, Solidworks, Invoicing, Photoshop, Engineering, Purchase Orders, Team Building, Inventor, Revit, AutoCAD Architecture, Architectural Drawings, BIM, Administrative..., Process Improvement, Advertising, Product Design, Project Planning, Project Management, Graphic Design, Analysis, Budgets, Financial Accounting, Leadership, Manufacturing, Program Management, Sales, Teamwork, Time Management, Adobe Acrobat, MS Project
Education
ITT Technical Institute- San Dimas, Ca 2013 — 2014
Project Management
ITT Technical Institute 2011 — 2013
Associate of Science (A.S.), Computer Drafting and Design, 3.97
Mt. San Antonio College 2004 — 2009
Interior Design
Mt. San Antonio College 2003 — 2010
General Education; Interior Design
Jerome (Jerry) Cuffey Jerome (Jerry) Cuffey's Union Bank Experience January 2006 - July 2008
Job Certified Massage Therapist at BreakPoint Massage Studio
Industry Health, Wellness and Fitness
Experience
BreakPoint Massage Studio June 2013 - Present
Touch Wellness July 2012 - Present
Yoga of Devotion June 2012 - Present
Under My Hands by Jerry July 2010 - Present
Under My Hands by Jerry July 2010 - Present
Live Fit Gym November 2010 - May 2013
Union Bank January 2006 - July 2008
Bank Of America Merchant Services June 1997 - July 2005
Skills
Swedish Massage, Deep Tissue, Thai Massage, Myofascial Release, Shiatsu Massage, Trigger Point Therapy, Tui Na, Swedish, Therapeutic Massage, Shiatsu, Deep Tissue Massage, Wellness, Bodywork, Chair Massage, Reflexology, Healing, Pain Management, Wellbeing
Education
National Holistic Institute 2009 — 2010
Certified Massage Therapist & Health Educator, Massage Therapy/Therapeutic Massage
Union College 1970 — 1974
Bachelor of Science, Psychology
BreakPoint Massage Studio June 2013 - Present
Touch Wellness July 2012 - Present
Yoga of Devotion June 2012 - Present
Under My Hands by Jerry July 2010 - Present
Under My Hands by Jerry July 2010 - Present
Live Fit Gym November 2010 - May 2013
Union Bank January 2006 - July 2008
Bank Of America Merchant Services June 1997 - July 2005
Skills
Swedish Massage, Deep Tissue, Thai Massage, Myofascial Release, Shiatsu Massage, Trigger Point Therapy, Tui Na, Swedish, Therapeutic Massage, Shiatsu, Deep Tissue Massage, Wellness, Bodywork, Chair Massage, Reflexology, Healing, Pain Management, Wellbeing
Education
National Holistic Institute 2009 — 2010
Certified Massage Therapist & Health Educator, Massage Therapy/Therapeutic Massage
Union College 1970 — 1974
Bachelor of Science, Psychology
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
Rachel Akers Rachel Akers's Union Bank Experience November 2014 - June 2015
Job Inside Sales Representative at Arbitech, LLC
Industry Computer Hardware
Experience
Arbitech, LLC June 2015 - Present
Union Bank November 2014 - June 2015
Massage Envy January 2013 - July 2014
JPMorgan Chase December 2010 - February 2013
Skills
Sales, Customer Service, Social Networking, Time Management, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Leadership, Data Entry, PowerPoint, Microsoft Excel, Teamwork, Sales Management, Customer Experience, Outlook
Education
University of La Verne 2011 — 2013
Bachelor's Degree, Psychology
Mt. San Antonio College 2008 — 2010
General Studies
Ruben S. Ayala High School 2004 — 2008
High School
Arbitech, LLC June 2015 - Present
Union Bank November 2014 - June 2015
Massage Envy January 2013 - July 2014
JPMorgan Chase December 2010 - February 2013
Skills
Sales, Customer Service, Social Networking, Time Management, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Leadership, Data Entry, PowerPoint, Microsoft Excel, Teamwork, Sales Management, Customer Experience, Outlook
Education
University of La Verne 2011 — 2013
Bachelor's Degree, Psychology
Mt. San Antonio College 2008 — 2010
General Studies
Ruben S. Ayala High School 2004 — 2008
High School
Dean Trejo Dean Trejo's Union Bank Experience August 2013 - Present
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank August 2013 - Present
Bank of America October 2008 - August 2013
Skills
Banking, Life Insurance, Sales, Sales Management, Investments, Mortgage Lending
Education
Modesto Junior College 1987 — 1989
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Modesto Junior College 1985 — 1989
Liberal Arts Major, Liberal Arts and Sciences/Liberal Studies
Union Bank August 2013 - Present
Bank of America October 2008 - August 2013
Skills
Banking, Life Insurance, Sales, Sales Management, Investments, Mortgage Lending
Education
Modesto Junior College 1987 — 1989
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Modesto Junior College 1985 — 1989
Liberal Arts Major, Liberal Arts and Sciences/Liberal Studies
Darius Burton's Union Bank Experience July 2002 - September 2007
Job Sales Representative at Blvck Scvle, ProStandard, Ethika & VNDL
Industry Apparel & Fashion
Experience
Money Ruins Everything June 2015 - Present
LRG Clothing, Lifted Research Group inc. January 2008 - March 2015
LRG Clothing, Lifted Research Group inc. January 2012 - January 2013
LRG Clothing, Lifted Research Group inc. January 2008 - January 2012
Union Bank July 2002 - September 2007
Skills
Sales Management, Sales, Sales Operations, Account Management, Order Management, Sales Analysis, Customer Service, Sales Process, Digital Marketing, Digital Strategy, Retail, Fashion, Merchandising, Apparel, Visual Merchandising, Marketing, Brand Development, Marketing Strategy, Fashion Design
Education
Mt. San Antonio College 2002 — 2004
Money Ruins Everything June 2015 - Present
LRG Clothing, Lifted Research Group inc. January 2008 - March 2015
LRG Clothing, Lifted Research Group inc. January 2012 - January 2013
LRG Clothing, Lifted Research Group inc. January 2008 - January 2012
Union Bank July 2002 - September 2007
Skills
Sales Management, Sales, Sales Operations, Account Management, Order Management, Sales Analysis, Customer Service, Sales Process, Digital Marketing, Digital Strategy, Retail, Fashion, Merchandising, Apparel, Visual Merchandising, Marketing, Brand Development, Marketing Strategy, Fashion Design
Education
Mt. San Antonio College 2002 — 2004
Chris Valenti Chris Valenti's Union Bank Experience January 2005 - September 2006
Job Fixed Operations Analyst
Industry Automotive
Experience
Kia Motors America May 2013 - Present
Kia Motors America June 2010 - May 2013
Fritts Ford June 2008 - November 2008
Altura Credit Union February 2007 - June 2008
Navy Federal Credit Union (USA Federal CU) September 2006 - January 2007
Union Bank January 2005 - September 2006
Skills
Customer Satisfaction, Sales, Automotive, Operations Management, Customer Retention, Parts, Customer Service, Vehicles, Automobile, Profit, Inventory Management, Management, Continuous Improvement, Process Improvement, Warranty, Budgets, Competitive Analysis, Purchasing, Microsoft Excel, Business Strategy, Sales Management, Manufacturing, Analysis, Negotiation, Sales Operations, Automotive Aftermarket, Data Analysis, Pricing, Training, Microsoft Office, Project Management, Marketing, Retail, Program Management, Dealers, SAP
Education
National University 2013 — 2015
Bachelor's Degree, Business Administration, Management and Operations
Riverside Community College 2004 — 2006
Business Administration
La Sierra High School 1999 — 2003
High School Diploma
Kia Motors America May 2013 - Present
Kia Motors America June 2010 - May 2013
Fritts Ford June 2008 - November 2008
Altura Credit Union February 2007 - June 2008
Navy Federal Credit Union (USA Federal CU) September 2006 - January 2007
Union Bank January 2005 - September 2006
Skills
Customer Satisfaction, Sales, Automotive, Operations Management, Customer Retention, Parts, Customer Service, Vehicles, Automobile, Profit, Inventory Management, Management, Continuous Improvement, Process Improvement, Warranty, Budgets, Competitive Analysis, Purchasing, Microsoft Excel, Business Strategy, Sales Management, Manufacturing, Analysis, Negotiation, Sales Operations, Automotive Aftermarket, Data Analysis, Pricing, Training, Microsoft Office, Project Management, Marketing, Retail, Program Management, Dealers, SAP
Education
National University 2013 — 2015
Bachelor's Degree, Business Administration, Management and Operations
Riverside Community College 2004 — 2006
Business Administration
La Sierra High School 1999 — 2003
High School Diploma
Smith Jessica Smith Jessica's Union Bank Experience December 2013 - Present
Job Branch Manager at Union Bank
Industry Financial Services
Experience
Union Bank December 2013 - Present
Union Bank May 2012 - December 2013
Chase August 2007 - April 2012
Stir it Up Liquor Promotions 2006 - 2008
Entercom 2005 - 2007
KMHO Radio September 2004 - June 2006
Rose City Radio September 2004 - September 2005
Skills
Credit, Retail Banking, Branch Management, Cross Selling, Branch Banking, Banking, Loans, Customer Service, Credit Cards, Relationship Management, Financial Services, Sales, Radio Broadcasting, Lines Of Credit, Residential Mortgages, Radio Advertising, Radio Promotions, Promotions, Team Building, Advertising, Team Motivation, Change Management, Event Management, Event Planning, Marketing Event Planning, Consumer Lending, Mortgage Lending, Commercial Lending, Leadership, Small Business Lending, Risk Management
Education
Mt. Hood Community College 2004 — 2006
Radio Broadcasting, Advertising
Mt. Hood Community College 2003 — 2006
Associates of Applied Science, Sociology
Union Bank December 2013 - Present
Union Bank May 2012 - December 2013
Chase August 2007 - April 2012
Stir it Up Liquor Promotions 2006 - 2008
Entercom 2005 - 2007
KMHO Radio September 2004 - June 2006
Rose City Radio September 2004 - September 2005
Skills
Credit, Retail Banking, Branch Management, Cross Selling, Branch Banking, Banking, Loans, Customer Service, Credit Cards, Relationship Management, Financial Services, Sales, Radio Broadcasting, Lines Of Credit, Residential Mortgages, Radio Advertising, Radio Promotions, Promotions, Team Building, Advertising, Team Motivation, Change Management, Event Management, Event Planning, Marketing Event Planning, Consumer Lending, Mortgage Lending, Commercial Lending, Leadership, Small Business Lending, Risk Management
Education
Mt. Hood Community College 2004 — 2006
Radio Broadcasting, Advertising
Mt. Hood Community College 2003 — 2006
Associates of Applied Science, Sociology
Darren Pierce Darren Pierce's Union Bank Experience January 2005 - June 2012
Job Accounts Payable Specialist at Fishnet Security
Industry Accounting
Experience
FishNet Security June 2014 - Present
All American Downtime Mobile Services, LLC October 2012 - November 2014
Internal Revenue Service February 2014 - April 2014
Union Bank January 2005 - June 2012
UMB Bank October 2002 - January 2005
UMB Bank May 1999 - September 2002
Kendallwood Transit Company January 1997 - January 1999
Education
Metropolitan Community College-Penn Valley 1990 — 1991
Emergency Care Attendant (EMT Ambulance), 3.0
Metropolitan Community College-Maple Woods 1983 — 1984
General Studies
Oak Park High School 1979 — 1982
Diploma, Business/Accounting, 3.0
FishNet Security June 2014 - Present
All American Downtime Mobile Services, LLC October 2012 - November 2014
Internal Revenue Service February 2014 - April 2014
Union Bank January 2005 - June 2012
UMB Bank October 2002 - January 2005
UMB Bank May 1999 - September 2002
Kendallwood Transit Company January 1997 - January 1999
Education
Metropolitan Community College-Penn Valley 1990 — 1991
Emergency Care Attendant (EMT Ambulance), 3.0
Metropolitan Community College-Maple Woods 1983 — 1984
General Studies
Oak Park High School 1979 — 1982
Diploma, Business/Accounting, 3.0
Santosh Dhule's Union Bank Experience April 2013 - Present
Job Solution Architect at Tata Consultancy Services
Industry Computer Software
Experience
Tata Consultancy Services March 2014 - Present
Tata Consultancy Services January 2014 - Present
Union Bank April 2013 - Present
Tata Consultancy Services @ Toyota Financial Services December 2010 - Present
Toyota Financial Services 2011 - 2012
Tech Mahindra May 2006 - December 2010
TELUS 2009 - 2010
Genesys Telecommunication 2006 - 2007
Skills
Genesys, Oracle, CTI, IVR, Solution Architecture, Siebel, Requirements Analysis, Avaya, Contact Centers, Unix, Pre-sales, Call Center, IT Service Management, Agile Methodologies, PL/SQL, Routing, Inbound Marketing, Predictive Dialers, SIP, Call Centers
Education
MS in Telecommunication and Software Engg ,BITS,Pilani ,2009 2007 — 2009
Master of Science, telecommunication and Software engineering
University of Cambridge 2007 — 2008
Vantage Exam, Business English
National Institute of Information Technology 2006 — 2006
Oracle Cerified, Oracle
University of Mumbai 2001 — 2005
B.E, in Information Technology
Tata Consultancy Services March 2014 - Present
Tata Consultancy Services January 2014 - Present
Union Bank April 2013 - Present
Tata Consultancy Services @ Toyota Financial Services December 2010 - Present
Toyota Financial Services 2011 - 2012
Tech Mahindra May 2006 - December 2010
TELUS 2009 - 2010
Genesys Telecommunication 2006 - 2007
Skills
Genesys, Oracle, CTI, IVR, Solution Architecture, Siebel, Requirements Analysis, Avaya, Contact Centers, Unix, Pre-sales, Call Center, IT Service Management, Agile Methodologies, PL/SQL, Routing, Inbound Marketing, Predictive Dialers, SIP, Call Centers
Education
MS in Telecommunication and Software Engg ,BITS,Pilani ,2009 2007 — 2009
Master of Science, telecommunication and Software engineering
University of Cambridge 2007 — 2008
Vantage Exam, Business English
National Institute of Information Technology 2006 — 2006
Oracle Cerified, Oracle
University of Mumbai 2001 — 2005
B.E, in Information Technology
Nate Shreve Nate Shreve's Union Bank Experience June 2007 - August 2007
Job CPA, Dixon Hughes Goodman
Industry Accounting
Experience
Dixon Hughes Goodman LLP October 2010 - Present
Dixon Hughes PLLC June 2009 - July 2009
Union Bank June 2007 - August 2007
Skills
Accounting, Financial Reporting, Auditing, Microsoft Office, Audit, Due Diligence, Financial Analysis, Assurance, CPA, Financial Accounting, US GAAP, Internal Controls, GAAP, SEC filings, Financial Modeling
Education
West Virginia University 2008 — 2010
MPA, Accounting
Middlebury College 2004 — 2008
Bachelor of Arts, Economics
Dixon Hughes Goodman LLP October 2010 - Present
Dixon Hughes PLLC June 2009 - July 2009
Union Bank June 2007 - August 2007
Skills
Accounting, Financial Reporting, Auditing, Microsoft Office, Audit, Due Diligence, Financial Analysis, Assurance, CPA, Financial Accounting, US GAAP, Internal Controls, GAAP, SEC filings, Financial Modeling
Education
West Virginia University 2008 — 2010
MPA, Accounting
Middlebury College 2004 — 2008
Bachelor of Arts, Economics
Sara Tringali's Union Bank Experience December 2010 - June 2012
Job Executive Assistant to CEO at Lux Lounge EFR
Industry Events Services
Experience
Lux Lounge EFR June 2014 - Present
South Pasadena High School June 2013 - August 2013
Union Bank December 2010 - June 2012
County of Monterey June 2011 - August 2011
Rina Tringali CPA January 2007 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Outlook, Management, Typing, Banking, Access, QuickBooks, Sales, Google Docs, Social Media, Positive Can-do Attitude, Positive Personality, Organization, Close Attention to..., Accounts Payable, Bank Reconciliation, Telephone Skills, Time Management, Human Resources, Administrative..., WordPress, Executive..., Instagram, Bookkeeping, Retail Banking, Building Relationships, Organizational..., Holistic Health, Accounts Receivable, Administrative...
Education
University of Southern California - Marshall School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
Monterey Peninsula College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Lux Lounge EFR June 2014 - Present
South Pasadena High School June 2013 - August 2013
Union Bank December 2010 - June 2012
County of Monterey June 2011 - August 2011
Rina Tringali CPA January 2007 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Leadership, Microsoft Excel, Customer Service, Outlook, Management, Typing, Banking, Access, QuickBooks, Sales, Google Docs, Social Media, Positive Can-do Attitude, Positive Personality, Organization, Close Attention to..., Accounts Payable, Bank Reconciliation, Telephone Skills, Time Management, Human Resources, Administrative..., WordPress, Executive..., Instagram, Bookkeeping, Retail Banking, Building Relationships, Organizational..., Holistic Health, Accounts Receivable, Administrative...
Education
University of Southern California - Marshall School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
Monterey Peninsula College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Edmund Benson Edmund Benson's Union Bank Experience April 2015 - Present
Job Mortgage Consultant at Union Bank
Industry Financial Services
Experience
Union Bank April 2015 - Present
Intuit Demandforce May 2014 - February 2015
loanDepot October 2012 - June 2013
Quicken Loans August 2007 - August 2012
Quicken Loans March 2005 - August 2007
Skills
Mortgage Banking, Residential Mortgages, Sales, Superior Client Service, Communication, Problem Solving, FHA financing, Government Loans, Refinance, Jumbo Mortgage, Presidents Club, VA loans, Harp, Mortgage Lending, Investment Properties, Banking, Financial Services, Leadership, Loan Origination, Client Services, Loans, Credit Analysis, Mortgage Marketing, First Time Home Buyers, Home Equity Loans, FHA, Mortgage Underwriting, Certified Mortgage..., FHA Financing, VA Loans
Education
Michigan State University
Biochemistry
Union Bank April 2015 - Present
Intuit Demandforce May 2014 - February 2015
loanDepot October 2012 - June 2013
Quicken Loans August 2007 - August 2012
Quicken Loans March 2005 - August 2007
Skills
Mortgage Banking, Residential Mortgages, Sales, Superior Client Service, Communication, Problem Solving, FHA financing, Government Loans, Refinance, Jumbo Mortgage, Presidents Club, VA loans, Harp, Mortgage Lending, Investment Properties, Banking, Financial Services, Leadership, Loan Origination, Client Services, Loans, Credit Analysis, Mortgage Marketing, First Time Home Buyers, Home Equity Loans, FHA, Mortgage Underwriting, Certified Mortgage..., FHA Financing, VA Loans
Education
Michigan State University
Biochemistry
Michelle Corcuera Michelle Corcuera's Union Bank Experience 1995 - 2012
Job Administrative Assistant at California MemsTek LLC
Industry Medical Devices
Experience
California MemsTek January 2015 - Present
California MemsTek January 2015 - Present
Replenish, Inc. March 2014 - September 2014
Kaiser Permanente October 2013 - March 2014
Union Bank 1995 - 2012
Skills
Purchasing, General Office Skills, Procurement, Help Desk Support, Customer Support, Inventory, Content Management, Purchasing Supplies, Dispatchers, Data Entry, Accounts Receivable, Accounts Payable, Close Attention to..., Multi Tasking, Teamwork, PeopleSoft, Lotus Notes, Microsoft Excel, Microsoft Word, Outlook
Education
University of Santo Tomas 1985 — 1988
Bachelor's Degree, Business Administration and Management, General
Miriam College 1983 — 1985
Business Administration and Management, General
School of the Holy Spirit 1979 — 1983
High School
California MemsTek January 2015 - Present
California MemsTek January 2015 - Present
Replenish, Inc. March 2014 - September 2014
Kaiser Permanente October 2013 - March 2014
Union Bank 1995 - 2012
Skills
Purchasing, General Office Skills, Procurement, Help Desk Support, Customer Support, Inventory, Content Management, Purchasing Supplies, Dispatchers, Data Entry, Accounts Receivable, Accounts Payable, Close Attention to..., Multi Tasking, Teamwork, PeopleSoft, Lotus Notes, Microsoft Excel, Microsoft Word, Outlook
Education
University of Santo Tomas 1985 — 1988
Bachelor's Degree, Business Administration and Management, General
Miriam College 1983 — 1985
Business Administration and Management, General
School of the Holy Spirit 1979 — 1983
High School
Maurice Bernard Brown, MA, SHRM-SPC, ACC Maurice Bernard Brown, MA, SHRM-SPC, ACC's Union Bank Experience 1977 - 1981
Job Experienced organizational development consultant and executive coach with diversity and inclusion expertise.
Industry Human Resources
Experience
Maurice Brown and Associates September 1983 - Present
Center for Creative Leadership 1991 - Present
American Institute of Banking 1985 - 1995
U.S. Office of Personnel Management 1991 - 1994
National University 1979 - 1993
IVAC Corporation 1982 - 1983
Pepperdine University 1977 - 1983
Union Bank 1977 - 1981
US Navy 1971 - 1976
Skills
Succession Planning, Management Development, Strategic Planning, Career Development, Executive Coaching, Organizational Design, Performance Management, Talent Management, Leadership Development, Emotional Intelligence, Coaching, Organizational..., Executive Development, Employee Engagement, Change Management, Management, Human Resources, Organizational..., Conflict Resolution, Culture Change, Personal Development, MBTI, 360 Feedback, Team Leadership, Project Management, Training, HR Consulting, Management Consulting, Public Speaking, Leadership, Team Building, Workshop Facilitation, Process Improvement
Education
United States International University 1982 — 1986
Phd (abd), Industrial and Organizational Psychology
Pepperdine University 1975 — 1977
Master's degree, Human Resources Management
Navy Race Relations School 1973 — 1973
Graduate, Race Relations Education Specialist
Defense Race Relations Institute 1972 — 1972
Graduate, Defense Race Relations Instructor's Course
Metropolitan State University of Denver 1967 — 1971
Bachelor's degree, Psychology
Maurice Brown and Associates September 1983 - Present
Center for Creative Leadership 1991 - Present
American Institute of Banking 1985 - 1995
U.S. Office of Personnel Management 1991 - 1994
National University 1979 - 1993
IVAC Corporation 1982 - 1983
Pepperdine University 1977 - 1983
Union Bank 1977 - 1981
US Navy 1971 - 1976
Skills
Succession Planning, Management Development, Strategic Planning, Career Development, Executive Coaching, Organizational Design, Performance Management, Talent Management, Leadership Development, Emotional Intelligence, Coaching, Organizational..., Executive Development, Employee Engagement, Change Management, Management, Human Resources, Organizational..., Conflict Resolution, Culture Change, Personal Development, MBTI, 360 Feedback, Team Leadership, Project Management, Training, HR Consulting, Management Consulting, Public Speaking, Leadership, Team Building, Workshop Facilitation, Process Improvement
Education
United States International University 1982 — 1986
Phd (abd), Industrial and Organizational Psychology
Pepperdine University 1975 — 1977
Master's degree, Human Resources Management
Navy Race Relations School 1973 — 1973
Graduate, Race Relations Education Specialist
Defense Race Relations Institute 1972 — 1972
Graduate, Defense Race Relations Instructor's Course
Metropolitan State University of Denver 1967 — 1971
Bachelor's degree, Psychology
Karen Simi's Union Bank Experience September 2013 - Present
Job Treasury Relationship Manager, CTP
Industry Financial Services
Experience
Union Bank September 2013 - Present
US Bank 2009 - 2012
MDB Capital Group 2004 - 2006
Allen & Company 1995 - 2003
Skills
Equities, CRM, Business Development, Commercial Banking, Cash Management, Banking, Treasury Management, Finance, Financial Analysis, Credit Analysis, Portfolio Management, Investment Banking, Investments, Private Equity, Risk Management
Education
Mills College
BA, Communication
Union Bank September 2013 - Present
US Bank 2009 - 2012
MDB Capital Group 2004 - 2006
Allen & Company 1995 - 2003
Skills
Equities, CRM, Business Development, Commercial Banking, Cash Management, Banking, Treasury Management, Finance, Financial Analysis, Credit Analysis, Portfolio Management, Investment Banking, Investments, Private Equity, Risk Management
Education
Mills College
BA, Communication
Jaime Russell Jaime Russell's Union Bank Experience April 2010 - October 2010
Job IT Manager at Chaffey Federal Credit Union
Industry Financial Services
Experience
Chaffey Federal Credit Union November 2010 - Present
Union Bank April 2010 - October 2010
Arrowhead Credit Union June 2002 - April 2010
Bank of the West October 2001 - June 2002
Tokai Bank of California August 1991 - October 2001
Home Savings of America December 1989 - August 1991
Fidelity Federal Bank & Trust August 1986 - December 1989
American Savings and Loan September 1985 - August 1986
Lloyds Bank of California May 1980 - September 1985
Skills
Banking, Visio, Process Improvement, MS Project, Problem Solving, Business Analysis, Microsoft Office, Excel, Access, Word, Outlook, Disaster Recovery, PowerPoint, IT Management, SharePoint, Team Leadership, Analysis, Troubleshooting, Microsoft Word, Microsoft Excel, Vendor Management, Software Documentation, Risk Management, SDLC, Change Management, Security, Management, Project Management, Team Building, Software Development, System Administration, Active Directory, Databases, Call Centers, Windows, Data Center, Requirements Analysis, SQL, Windows 7, Credit, VMware
Education
University of Phoenix 2007 — 2009
Masters, Psychology
National University 2004 — 2006
Masters, Business Administration
Chaffey Federal Credit Union November 2010 - Present
Union Bank April 2010 - October 2010
Arrowhead Credit Union June 2002 - April 2010
Bank of the West October 2001 - June 2002
Tokai Bank of California August 1991 - October 2001
Home Savings of America December 1989 - August 1991
Fidelity Federal Bank & Trust August 1986 - December 1989
American Savings and Loan September 1985 - August 1986
Lloyds Bank of California May 1980 - September 1985
Skills
Banking, Visio, Process Improvement, MS Project, Problem Solving, Business Analysis, Microsoft Office, Excel, Access, Word, Outlook, Disaster Recovery, PowerPoint, IT Management, SharePoint, Team Leadership, Analysis, Troubleshooting, Microsoft Word, Microsoft Excel, Vendor Management, Software Documentation, Risk Management, SDLC, Change Management, Security, Management, Project Management, Team Building, Software Development, System Administration, Active Directory, Databases, Call Centers, Windows, Data Center, Requirements Analysis, SQL, Windows 7, Credit, VMware
Education
University of Phoenix 2007 — 2009
Masters, Psychology
National University 2004 — 2006
Masters, Business Administration
Lisa K. Bassill Lisa K. Bassill's Union Bank Experience 1999 - 2006
Job Personal Banking Officer at Fresno First Bank
Industry Banking
Experience
Fresno First Bank 2006 - Present
Union Bank 1999 - 2006
Imperial Bank 1996 - 1999
Skills
Credit, Loans, Lines Of Credit, Banking, Cash Management, Financial Services, Cross Selling, Portfolio Management, Mortgage Banking, Loan Origination, Commercial Banking, Customer Service, Small Business, Branch Banking, Deposits, Budgets, Commercial Mortgages, Relationship Management, Underwriting, Internet Banking
Education
National University
Business Management
Fresno First Bank 2006 - Present
Union Bank 1999 - 2006
Imperial Bank 1996 - 1999
Skills
Credit, Loans, Lines Of Credit, Banking, Cash Management, Financial Services, Cross Selling, Portfolio Management, Mortgage Banking, Loan Origination, Commercial Banking, Customer Service, Small Business, Branch Banking, Deposits, Budgets, Commercial Mortgages, Relationship Management, Underwriting, Internet Banking
Education
National University
Business Management
Kristin Atkinson Kristin Atkinson's Union Bank Experience December 2005 - November 2006
Job Chief Financial Officer
Industry Architecture & Planning
Experience
BNIM Architects February 2014 - Present
Cramer, Inc. September 2012 - February 2014
Mango Moving, LLC June 2011 - September 2012
BNIM Architects August 2010 - June 2011
Samson Dental Practice Management 2008 - February 2010
Samson Dental Practice Management November 2006 - February 2010
Union Bank December 2005 - November 2006
Ferrell Capital January 2001 - December 2005
The Provo Group September 1994 - January 2001
Farm & Home Savings 1985 - 1994
Skills
Strategic Planning, Accounting, Start-ups, Business Strategy, Financial Reporting, Budgeting, Forecasting, Cash Management, Executive Management, Financial Management, SEC reporting, Internal Controls, Investor Relations, Insurance, Due Diligence, Banking, Contract Negotiation, Planning, Financial Analysis, Investments, Working Capital..., Financial Accounting, Cash Flow, New Business Development, Financial Modeling, Business Planning, Compliance, Budgets, Managerial Finance, Management, Leadership, Mergers & Acquisitions, Strategic Financial..., Operations Management, Process Improvement
Education
Missouri Southern State University 1980 — 1984
BSBA, Accounting
BNIM Architects February 2014 - Present
Cramer, Inc. September 2012 - February 2014
Mango Moving, LLC June 2011 - September 2012
BNIM Architects August 2010 - June 2011
Samson Dental Practice Management 2008 - February 2010
Samson Dental Practice Management November 2006 - February 2010
Union Bank December 2005 - November 2006
Ferrell Capital January 2001 - December 2005
The Provo Group September 1994 - January 2001
Farm & Home Savings 1985 - 1994
Skills
Strategic Planning, Accounting, Start-ups, Business Strategy, Financial Reporting, Budgeting, Forecasting, Cash Management, Executive Management, Financial Management, SEC reporting, Internal Controls, Investor Relations, Insurance, Due Diligence, Banking, Contract Negotiation, Planning, Financial Analysis, Investments, Working Capital..., Financial Accounting, Cash Flow, New Business Development, Financial Modeling, Business Planning, Compliance, Budgets, Managerial Finance, Management, Leadership, Mergers & Acquisitions, Strategic Financial..., Operations Management, Process Improvement
Education
Missouri Southern State University 1980 — 1984
BSBA, Accounting
Bruce Barcomb's Union Bank Experience August 2012 - February 2014
Job IT Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo April 2014 - Present
Union Bank August 2012 - February 2014
The Walt Disney Company 2012 - August 2012
Guitar Center 2011 - 2012
Zhu August 2009 - December 2010
Bank of America January 2010 - October 2010
Kaiser: CTO - Finance February 2009 - August 2009
BlueShieldCA March 2008 - November 2008
Countrywide October 2005 - November 2007
Argent Mortgage Company December 2002 - October 2005
Skills
Microsoft Excel, PeopleSoft, Business Objects, Hyperion Enterprise, Access, Bloomberg, OLAP, Financial Analysis, Banking, Financial Modeling, Accounting, Business Analysis, Analysis, Business Process, Finance, Forecasting
Education
University of Phoenix 2004 — 2005
Master's
Minot State University 1984 — 1988
Masters; Bachelor's, Business Administration
Wells Fargo April 2014 - Present
Union Bank August 2012 - February 2014
The Walt Disney Company 2012 - August 2012
Guitar Center 2011 - 2012
Zhu August 2009 - December 2010
Bank of America January 2010 - October 2010
Kaiser: CTO - Finance February 2009 - August 2009
BlueShieldCA March 2008 - November 2008
Countrywide October 2005 - November 2007
Argent Mortgage Company December 2002 - October 2005
Skills
Microsoft Excel, PeopleSoft, Business Objects, Hyperion Enterprise, Access, Bloomberg, OLAP, Financial Analysis, Banking, Financial Modeling, Accounting, Business Analysis, Analysis, Business Process, Finance, Forecasting
Education
University of Phoenix 2004 — 2005
Master's
Minot State University 1984 — 1988
Masters; Bachelor's, Business Administration
Dennis Urwin Dennis Urwin's Union Bank Experience June 2014 - Present
Job ...
Industry Information Technology and Services
Experience
Union Bank June 2014 - Present
Arbonne International July 2013 - Present
Wells Fargo January 2012 - June 2014
Palm Beach Tan September 2010 - August 2011
Tension Prevention Massage Therapy Center December 1999 - October 2009
Phys-A-Syst Services, Inc. August 2000 - December 2002
Chiro-Practical Solutions, Inc April 1999 - November 2001
Pride Medical, Inc August 1997 - April 1999
Skills
Medical Billing, Team Building, Training, Management, EMR, Invoicing, Recruiting, Budgets, Talent Acquisition, Marketing, Sales, Accounts Receivable, Customer Service, Healthcare, Microsoft Excel, PowerPoint, Merchandising, Time Management, Leadership, Strategic Planning, Social Media, Inventory Management, Event Planning, Account Management, Retail, Social Networking, Microsoft Word, Employee Relations, Data Analysis, Coaching, Process Scheduler, Microsoft Office, Team Leadership, Access, Process Improvement, System Administration, Organizational...
Education
University of North Florida 1992 — 1996
Computer Information Systems
Monroe Community College 1984 — 1986
Business Administration
Union Bank June 2014 - Present
Arbonne International July 2013 - Present
Wells Fargo January 2012 - June 2014
Palm Beach Tan September 2010 - August 2011
Tension Prevention Massage Therapy Center December 1999 - October 2009
Phys-A-Syst Services, Inc. August 2000 - December 2002
Chiro-Practical Solutions, Inc April 1999 - November 2001
Pride Medical, Inc August 1997 - April 1999
Skills
Medical Billing, Team Building, Training, Management, EMR, Invoicing, Recruiting, Budgets, Talent Acquisition, Marketing, Sales, Accounts Receivable, Customer Service, Healthcare, Microsoft Excel, PowerPoint, Merchandising, Time Management, Leadership, Strategic Planning, Social Media, Inventory Management, Event Planning, Account Management, Retail, Social Networking, Microsoft Word, Employee Relations, Data Analysis, Coaching, Process Scheduler, Microsoft Office, Team Leadership, Access, Process Improvement, System Administration, Organizational...
Education
University of North Florida 1992 — 1996
Computer Information Systems
Monroe Community College 1984 — 1986
Business Administration
Todd Willoughby Todd Willoughby's Union Bank Experience 2007 - 2010
Job Manager, Projects and Development at UZoom Media
Industry Marketing and Advertising
Experience
UZoom Media December 2011 - Present
Willoughby Design 2006 - December 2011
Union Bank 2007 - 2010
Michigan State University 2006 - 2008
Michigan Bankers Association 2003 - 2007
McCarty Communications 1994 - 2002
Skills
Inbound Marketing, Online Marketing, Advertising, Social Media, Public Relations, Social Networking, Social Media Marketing, Strategic Planning, Marketing Communications, Promotions, Marketing Strategy
Education
Michigan State University 1991 — 1994
MA, Journalism
Michigan State University 1985 — 1990
BS, Social Psychology
UZoom Media December 2011 - Present
Willoughby Design 2006 - December 2011
Union Bank 2007 - 2010
Michigan State University 2006 - 2008
Michigan Bankers Association 2003 - 2007
McCarty Communications 1994 - 2002
Skills
Inbound Marketing, Online Marketing, Advertising, Social Media, Public Relations, Social Networking, Social Media Marketing, Strategic Planning, Marketing Communications, Promotions, Marketing Strategy
Education
Michigan State University 1991 — 1994
MA, Journalism
Michigan State University 1985 — 1990
BS, Social Psychology
Kathy DiMaggio Kathy DiMaggio's Union Bank Experience July 2003 - Present
Job Assistant Vice President/Senior Relationship Banker
Industry Banking
Experience
Union Bank July 2003 - Present
Bank of America September 1977 - June 2003
Skills
Fundraising, Small Business Lending, Business Development, Nonprofits, Event Management, Customer Service, Loans, Commercial Lending, Consumer Lending, Commercial Banking, Small Business, Public Speaking, Microsoft Office, Strategic Planning, Non-profits, Management, Sales Management, Wealth Management, Team Building, Marketing, Lines Of Credit, Credit, Public Relations, Event Planning, Marketing Strategy, Real Estate, New Business Development, Credit Analysis, Coaching, Budgets, Asset Based Lending, Business Planning, Loan Origination, Banking, Treasury Management, Mortgage Banking, Real Estate Financing, Cash Management, Mortgage Lending, Private Banking, Relationship Management, Refinance, Portfolio Management, Retail Banking, Credit Risk
Education
Monterey Peninsula College 1977 — 1980
Union Bank July 2003 - Present
Bank of America September 1977 - June 2003
Skills
Fundraising, Small Business Lending, Business Development, Nonprofits, Event Management, Customer Service, Loans, Commercial Lending, Consumer Lending, Commercial Banking, Small Business, Public Speaking, Microsoft Office, Strategic Planning, Non-profits, Management, Sales Management, Wealth Management, Team Building, Marketing, Lines Of Credit, Credit, Public Relations, Event Planning, Marketing Strategy, Real Estate, New Business Development, Credit Analysis, Coaching, Budgets, Asset Based Lending, Business Planning, Loan Origination, Banking, Treasury Management, Mortgage Banking, Real Estate Financing, Cash Management, Mortgage Lending, Private Banking, Relationship Management, Refinance, Portfolio Management, Retail Banking, Credit Risk
Education
Monterey Peninsula College 1977 — 1980
Elizabeth Patron's Union Bank Experience April 2013 - Present
Job Project Coordinator at Union Bank
Industry Banking
Experience
Union Bank April 2013 - Present
Union Bank May 2009 - Present
WaMu Investments, Inc. April 2002 - September 2009
Washington Mutual February 2004 - February 2005
Deloitte Consulting May 2000 - June 2002
Skills
Banking, Financial Services, Management, Vendor Management
Education
Mt. San Antonio College 2004 — 2008
AA, Business Administration
Rio Hondo College 2000 — 2003
Business Administration
Union Bank April 2013 - Present
Union Bank May 2009 - Present
WaMu Investments, Inc. April 2002 - September 2009
Washington Mutual February 2004 - February 2005
Deloitte Consulting May 2000 - June 2002
Skills
Banking, Financial Services, Management, Vendor Management
Education
Mt. San Antonio College 2004 — 2008
AA, Business Administration
Rio Hondo College 2000 — 2003
Business Administration
Evelyn Moreira (Duran)'s Union Bank Experience May 2010 - Present
Job Sr. Treasury Analyst at Union Bank
Industry Banking
Experience
Union Bank May 2010 - Present
Aflac August 2009 - August 2010
aigdirect.com March 1994 - December 2008
Skills
Insurance, Call Center, Customer Service, Team Building, Risk Management, Sales Management, Analysis, Banking, Business Analysis, Call Centers, Change Management, Coaching, Customer Retention, Credit, Employee Benefits, Forecasting, Leadership, Loans, Operations Management, Performance Management, Management, Process Improvement, Program Management, Sales, Team Leadership, Vendor Management
Education
Mt. San Antonio College 1990 — 1992
AA, Business Administration
Union Bank May 2010 - Present
Aflac August 2009 - August 2010
aigdirect.com March 1994 - December 2008
Skills
Insurance, Call Center, Customer Service, Team Building, Risk Management, Sales Management, Analysis, Banking, Business Analysis, Call Centers, Change Management, Coaching, Customer Retention, Credit, Employee Benefits, Forecasting, Leadership, Loans, Operations Management, Performance Management, Management, Process Improvement, Program Management, Sales, Team Leadership, Vendor Management
Education
Mt. San Antonio College 1990 — 1992
AA, Business Administration
Jianzhong (John) Liu's Union Bank Experience March 2015 - Present
Job SVP, Director, Senior Credit Analytics & Modeling Manager at Union Bank
Industry Financial Services
Experience
Union Bank March 2015 - Present
Citi September 2010 - March 2015
Citi December 2004 - September 2010
Skills
Credit Risk, Risk Management, Capital Markets, Financial Risk, Financial Modeling, Portfolio Management, SAS, Data Mining, Banking, Loans, Mortgage Lending, Credit, Analytics, Financial Services, Credit Analysis, SAS Programming
Education
University of Illinois at Urbana-Champaign 2001 — 2004
Master of Science (MS), Statistics
Nanjing University 1998 — 2001
MS, Computer Science
Nanjing University 1994 — 1998
Bachelor's Degree, Mathematics
Union Bank March 2015 - Present
Citi September 2010 - March 2015
Citi December 2004 - September 2010
Skills
Credit Risk, Risk Management, Capital Markets, Financial Risk, Financial Modeling, Portfolio Management, SAS, Data Mining, Banking, Loans, Mortgage Lending, Credit, Analytics, Financial Services, Credit Analysis, SAS Programming
Education
University of Illinois at Urbana-Champaign 2001 — 2004
Master of Science (MS), Statistics
Nanjing University 1998 — 2001
MS, Computer Science
Nanjing University 1994 — 1998
Bachelor's Degree, Mathematics
Sharla Larson's Union Bank Experience August 2009 - April 2010
Job Consultant at Mediu, LLC
Industry Information Technology and Services
Experience
Mediu, LLC January 2013 - Present
Contact Center Services, Inc. July 2011 - Present
Arvato Digital Services March 2010 - May 2010
Union Bank August 2009 - April 2010
Farmers Insurance March 2009 - August 2009
21st Century / aigdirect.com November 2006 - February 2009
Great Western Bank 1980 - 1997
Skills
Workforce Management, Call Center, Business Analysis, Genesys, Vendor Management, SDLC, Visio, Project Management, Management, CRM, Process Improvement, MS Project, CTI, ACD, Avaya, Change Management, Integration, Telecommunications, Technical Support, IVR, Training, Call Centers, Contact Centers, Software Documentation, Customer Experience, Quality Assurance, Access, Professional Services, Business Intelligence, Requirements Gathering, Requirements Analysis, Business Process..., Avaya Technologies, Consulting, Program Management, Analysis, Leadership, Team Leadership, Customer Service
Education
Moorpark College 2009 — 2010
Behavior Science
Mediu, LLC January 2013 - Present
Contact Center Services, Inc. July 2011 - Present
Arvato Digital Services March 2010 - May 2010
Union Bank August 2009 - April 2010
Farmers Insurance March 2009 - August 2009
21st Century / aigdirect.com November 2006 - February 2009
Great Western Bank 1980 - 1997
Skills
Workforce Management, Call Center, Business Analysis, Genesys, Vendor Management, SDLC, Visio, Project Management, Management, CRM, Process Improvement, MS Project, CTI, ACD, Avaya, Change Management, Integration, Telecommunications, Technical Support, IVR, Training, Call Centers, Contact Centers, Software Documentation, Customer Experience, Quality Assurance, Access, Professional Services, Business Intelligence, Requirements Gathering, Requirements Analysis, Business Process..., Avaya Technologies, Consulting, Program Management, Analysis, Leadership, Team Leadership, Customer Service
Education
Moorpark College 2009 — 2010
Behavior Science
Sunan Liu's Union Bank Experience December 2014 - Present
Job Vice President at MUFG Union Bank
Industry Financial Services
Experience
Union Bank December 2014 - Present
Bank of Tokyo-Mitsubishi UFJ July 2011 - December 2014
Toyota Financial Services June 2010 - September 2010
AltaSens, a JVC Kenwood subsidiary June 2005 - July 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Semiconductors, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management
Masters, Business Administration
University of California, Irvine
Master, Engineering
Nankai University
Bachelor of Science (BS)
Union Bank December 2014 - Present
Bank of Tokyo-Mitsubishi UFJ July 2011 - December 2014
Toyota Financial Services June 2010 - September 2010
AltaSens, a JVC Kenwood subsidiary June 2005 - July 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Semiconductors, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management
Masters, Business Administration
University of California, Irvine
Master, Engineering
Nankai University
Bachelor of Science (BS)
Theodore Poston's Union Bank Experience 1998 - 2010
Job Creating Hyper Sports products for legends of the podium, aspiring heroes of tarmac and soil, and drivers like you!
Industry Design
Experience
The Bank of Tokyo-Mitsubishi UFJ, Ltd. April 2009 - April 2011
Union Bank 1998 - 2010
Live Nation August 2007 - February 2009
Beloit 2000 - 2004
JWT 1998 - 1999
graphics+ 1996 - 1998
Digital Media 1996 - 1998
WDAY-TV 1993 - 1995
CEC Entertainment 1991 - 1995
Northrop Grumman Mission Systems 1990 - 1991
Skills
E-commerce, Digital Strategy, Online Advertising, Digital Marketing, Product Marketing, Content Strategy, SEO, Marketing Strategy, Strategic Partnerships, Marketing, Web Analytics, Advertising, Digital Media, Product Management, Product Development, Entrepreneurship, User Experience, Vendor Management, Consulting, Project Management, Event Management, Strategic Planning, Strategy, Market Research, Creative Direction, Business Strategy, Program Management, Web Marketing, Team Leadership, Team Building, Cross-functional Team..., Photography, Risk Management, Management, Leadership, Business Analysis, Analytics, New Media, Business Development, CRM, Integrated Marketing, Start-ups, Competitive Analysis
Education
Minnesota State University, Moorhead 1990 — 1995
B.S. Business & Industry Department, Graphic Communications, with an emphasis Interactive Multimedia and Chinese
The Bank of Tokyo-Mitsubishi UFJ, Ltd. April 2009 - April 2011
Union Bank 1998 - 2010
Live Nation August 2007 - February 2009
Beloit 2000 - 2004
JWT 1998 - 1999
graphics+ 1996 - 1998
Digital Media 1996 - 1998
WDAY-TV 1993 - 1995
CEC Entertainment 1991 - 1995
Northrop Grumman Mission Systems 1990 - 1991
Skills
E-commerce, Digital Strategy, Online Advertising, Digital Marketing, Product Marketing, Content Strategy, SEO, Marketing Strategy, Strategic Partnerships, Marketing, Web Analytics, Advertising, Digital Media, Product Management, Product Development, Entrepreneurship, User Experience, Vendor Management, Consulting, Project Management, Event Management, Strategic Planning, Strategy, Market Research, Creative Direction, Business Strategy, Program Management, Web Marketing, Team Leadership, Team Building, Cross-functional Team..., Photography, Risk Management, Management, Leadership, Business Analysis, Analytics, New Media, Business Development, CRM, Integrated Marketing, Start-ups, Competitive Analysis
Education
Minnesota State University, Moorhead 1990 — 1995
B.S. Business & Industry Department, Graphic Communications, with an emphasis Interactive Multimedia and Chinese
A.J. Simon's Union Bank Experience May 2011 - July 2015
Job Mortgage loan officer at Bank of America
Industry Banking
Experience
Union Bank May 2011 - July 2015
MetLife Home Loans November 2007 - May 2011
Silver State Mortgage January 2006 - March 2007
First Franklin Financial May 2002 - December 2005
Winstar Communications May 1999 - March 2002
Skills
Mortgage Lending, Business Development, Leadership, Mortgage Banking, Refinance, Marketing, Marketing Strategy, Loans, Sales, Strategic Planning, Portfolio Management, Short Sales, Loan Origination
Education
Michigan State University 1992 — 1996
BA, Communications
Union Bank May 2011 - July 2015
MetLife Home Loans November 2007 - May 2011
Silver State Mortgage January 2006 - March 2007
First Franklin Financial May 2002 - December 2005
Winstar Communications May 1999 - March 2002
Skills
Mortgage Lending, Business Development, Leadership, Mortgage Banking, Refinance, Marketing, Marketing Strategy, Loans, Sales, Strategic Planning, Portfolio Management, Short Sales, Loan Origination
Education
Michigan State University 1992 — 1996
BA, Communications
Darren Siegrist, MBA CPA's Union Bank Experience January 2011 - April 2013
Job Division Sales Manager Orange County
Industry Financial Services
Experience
Primary Residential Mortgage July 2015 - Present
RUHM Luxury Marketing 2015 - Present
EverBank 2013 - 2014
Union Bank January 2011 - April 2013
MetLife Bank April 2007 - January 2011
Silver State Mortgage 2005 - 2007
First Franklin 1998 - 2005
First Franklin Financial/Merrill Lynch 1998 - 2005
Silver Pictures 1997 - 1998
BDO Seidman 1996 - 1997
Skills
Loans, Mortgage Lending, Mortgage Banking, Leadership, Sales, Financial Analysis, Business Development, Retail, Strategic Planning, Credit, Banking, Risk Management, Strategy, Budgets, Consumer Lending, Finance, New Business Development, Marketing Strategy, Email Marketing Software, Marketing, Residential Mortgages, Sales Management, Credit Analysis, Operations Management, Refinance, Entrepreneurship, Management, Team Building, Underwriting, Loan Origination, Mergers & Acquisitions, Real Estate, Executive Management, FHA, Commercial Lending, Customer Service, Information Technology, Enterprise Software, Consultative Selling, Customer Acquisition, Building Strong..., Investments
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
Michigan State University 1991 — 1995
BA, Accounting
Primary Residential Mortgage July 2015 - Present
RUHM Luxury Marketing 2015 - Present
EverBank 2013 - 2014
Union Bank January 2011 - April 2013
MetLife Bank April 2007 - January 2011
Silver State Mortgage 2005 - 2007
First Franklin 1998 - 2005
First Franklin Financial/Merrill Lynch 1998 - 2005
Silver Pictures 1997 - 1998
BDO Seidman 1996 - 1997
Skills
Loans, Mortgage Lending, Mortgage Banking, Leadership, Sales, Financial Analysis, Business Development, Retail, Strategic Planning, Credit, Banking, Risk Management, Strategy, Budgets, Consumer Lending, Finance, New Business Development, Marketing Strategy, Email Marketing Software, Marketing, Residential Mortgages, Sales Management, Credit Analysis, Operations Management, Refinance, Entrepreneurship, Management, Team Building, Underwriting, Loan Origination, Mergers & Acquisitions, Real Estate, Executive Management, FHA, Commercial Lending, Customer Service, Information Technology, Enterprise Software, Consultative Selling, Customer Acquisition, Building Strong..., Investments
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
Michigan State University 1991 — 1995
BA, Accounting
Denise Fukushima's Union Bank Experience December 1995 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank December 1995 - Present
Union Bank of California August 2005 - 2007
Union Bank of California August 2004 - August 2005
Union Bank of California December 1995 - May 2004
Skills
Banking, Process Improvement, Business Analysis, Business Process..., Financial Services, System Design, Project Planning, FileNet, Oracle, Databases, .NET, Microsoft SQL Server, SDLC, Project Management
Education
Mt. San Antonio College
Union Bank December 1995 - Present
Union Bank of California August 2005 - 2007
Union Bank of California August 2004 - August 2005
Union Bank of California December 1995 - May 2004
Skills
Banking, Process Improvement, Business Analysis, Business Process..., Financial Services, System Design, Project Planning, FileNet, Oracle, Databases, .NET, Microsoft SQL Server, SDLC, Project Management
Education
Mt. San Antonio College
Lois Golde's Union Bank Experience 1991 - 2010
Job EVP Financial Planning & Analysis at UnionBanCal Corp
Industry Banking
Experience
UnionBanCal Corp July 1991 - August 2010
Union Bank 1991 - 2010
Gibraltar Savings May 1985 - September 1990
Security Savings May 1983 - May 1985
PriceWaterhouse Coopers December 1978 - May 1983
Skills
Forecasting, Strategic Planning, Risk Management, Banking
Education
University of Alabama 1977 — 1978
MS, Accounting
Michigan State University 1972 — 1976
BS, Retailing-Clothing and Textiles
UnionBanCal Corp July 1991 - August 2010
Union Bank 1991 - 2010
Gibraltar Savings May 1985 - September 1990
Security Savings May 1983 - May 1985
PriceWaterhouse Coopers December 1978 - May 1983
Skills
Forecasting, Strategic Planning, Risk Management, Banking
Education
University of Alabama 1977 — 1978
MS, Accounting
Michigan State University 1972 — 1976
BS, Retailing-Clothing and Textiles
Tyrus N. Cobb's Union Bank Experience September 2000 - December 2003
Job Vice President at Union Bank, N.A.
Industry Financial Services
Experience
Union Bank, N.A. January 2009 - Present
Union Bank, N.A. January 2004 - December 2008
Union Bank September 2000 - December 2003
Union Bank February 1997 - September 2000
Union Bank November 1982 - January 1997
Skills
Financial Risk, Risk Management, SDLC, Vendor Management, ACH, Quality Assurance, Treasury Management, Cash Management, Information Technology, Business Analysis, Financial Services, Banking, Payments, Payment Systems, Commercial Banking
Education
Michigan State University
BS, Education
Union Bank, N.A. January 2009 - Present
Union Bank, N.A. January 2004 - December 2008
Union Bank September 2000 - December 2003
Union Bank February 1997 - September 2000
Union Bank November 1982 - January 1997
Skills
Financial Risk, Risk Management, SDLC, Vendor Management, ACH, Quality Assurance, Treasury Management, Cash Management, Information Technology, Business Analysis, Financial Services, Banking, Payments, Payment Systems, Commercial Banking
Education
Michigan State University
BS, Education
Eric Trux, CFA's Union Bank Experience June 2010 - October 2011
Job Head of Market Risk Management at Union Bank
Industry Capital Markets
Experience
MUFG Union Bank October 2011 - Present
Union Bank June 2010 - October 2011
Gateway Bank January 2008 - August 2008
ING DIRECT 2003 - 2007
California Federal Bank 2000 - 2003
Arthur Andersen - Derivatives & Treasury Risk Management 1997 - 2000
FHLBank San Francisco 1994 - 1997
Skills
Portfolio Management, Risk Management, Capital Markets, Interest Rate Risk..., Treasury Management, Banking, Finance, Fixed Income, Credit Risk, Derivatives, Mortgage Lending, Financial Risk, Market Risk, Bloomberg, Financial Analysis, Financial Modeling, Management
Education
Miami University 1986 — 1990
Bachelors of Science, Finance
MUFG Union Bank October 2011 - Present
Union Bank June 2010 - October 2011
Gateway Bank January 2008 - August 2008
ING DIRECT 2003 - 2007
California Federal Bank 2000 - 2003
Arthur Andersen - Derivatives & Treasury Risk Management 1997 - 2000
FHLBank San Francisco 1994 - 1997
Skills
Portfolio Management, Risk Management, Capital Markets, Interest Rate Risk..., Treasury Management, Banking, Finance, Fixed Income, Credit Risk, Derivatives, Mortgage Lending, Financial Risk, Market Risk, Bloomberg, Financial Analysis, Financial Modeling, Management
Education
Miami University 1986 — 1990
Bachelors of Science, Finance
Kristina Heyman's Union Bank Experience July 2000 - Present
Job RISK ANALYST, Union Bank
Industry Banking
Experience
Union Bank July 2000 - Present
Disneyland April 1997 - December 1998
Education
Mt. San Antonio College
Union Bank July 2000 - Present
Disneyland April 1997 - December 1998
Education
Mt. San Antonio College
Arthur Brown's Union Bank Experience February 2013 - April 2014
Job Director of Operations at PGD Global
Industry Events Services
Experience
PGD GLOBAL April 2014 - Present
Union Bank February 2013 - April 2014
Tiger Woods Foundation June 2006 - February 2013
The Ritz-Carlton Hotel Company, L.L.C. February 2003 - July 2006
The Ritz-Carlton Hotel Company LLC 2001 - 2003
Skills
Event Management, Event Planning, Hospitality Industry, Hospitality, Pre-opening, Fundraising, Budget, Public Relations, Marketing, Social Networking, Social Media, Hotels, Marketing Strategy, Hospitality Management, Negotiation, Budgets, Trade Shows, Corporate Events, Sponsorship, Social Media Marketing, Marketing Communications, Sports Marketing, Food & Beverage
Education
Morris Brown College 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
PGD GLOBAL April 2014 - Present
Union Bank February 2013 - April 2014
Tiger Woods Foundation June 2006 - February 2013
The Ritz-Carlton Hotel Company, L.L.C. February 2003 - July 2006
The Ritz-Carlton Hotel Company LLC 2001 - 2003
Skills
Event Management, Event Planning, Hospitality Industry, Hospitality, Pre-opening, Fundraising, Budget, Public Relations, Marketing, Social Networking, Social Media, Hotels, Marketing Strategy, Hospitality Management, Negotiation, Budgets, Trade Shows, Corporate Events, Sponsorship, Social Media Marketing, Marketing Communications, Sports Marketing, Food & Beverage
Education
Morris Brown College 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Carol Carson's Union Bank Experience November 2010 - November 2011
Job Chief Compliance Officer at Plaza Home Mortgage, Inc.
Industry Financial Services
Experience
Plaza Home Mortgage, Inc. February 2015 - Present
Stearns Lending, LLC December 2013 - February 2015
Bexil American Mortgage Inc. November 2011 - December 2013
Union Bank November 2010 - November 2011
American Mortgage Network, dba Vertice May 2003 - November 2009
Kirkpatrick & Lockhart LLP September 2002 - May 2003
Bank of America May 2001 - September 2002
Microsoft HomeAdvisor February 2001 - May 2001
iOwn November 1998 - February 2001
Kirkpatrick & Lockhart LLP 1993 - 1998
Skills
Mortgage Lending
Education
National University
MBA, Business Administration
North Carolina Wesleyan College
BA, English, French
University of San Diego
Legal Assistant, Law
Plaza Home Mortgage, Inc. February 2015 - Present
Stearns Lending, LLC December 2013 - February 2015
Bexil American Mortgage Inc. November 2011 - December 2013
Union Bank November 2010 - November 2011
American Mortgage Network, dba Vertice May 2003 - November 2009
Kirkpatrick & Lockhart LLP September 2002 - May 2003
Bank of America May 2001 - September 2002
Microsoft HomeAdvisor February 2001 - May 2001
iOwn November 1998 - February 2001
Kirkpatrick & Lockhart LLP 1993 - 1998
Skills
Mortgage Lending
Education
National University
MBA, Business Administration
North Carolina Wesleyan College
BA, English, French
University of San Diego
Legal Assistant, Law
Anthony Sosa's Union Bank Experience August 2010 - November 2011
Job Sales Development Consultant II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo Bank November 2011 - June 2014
Union Bank August 2010 - November 2011
JPMorgan Chase October 2009 - September 2010
Wells Fargo Bank March 2004 - October 2009
Skills
Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Credit, SBA, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination, Cross Selling, Commercial Mortgages, Treasury Management, Merchant Services, Retail Banking, Banking, Relationship Management, Cash Management, Portfolio Management, Series 63, Mortgage Lending
Education
Mt. San Antonio College 1995 — 1999
Rosemead
Wells Fargo July 2014 - Present
Wells Fargo Bank November 2011 - June 2014
Union Bank August 2010 - November 2011
JPMorgan Chase October 2009 - September 2010
Wells Fargo Bank March 2004 - October 2009
Skills
Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Credit, SBA, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination, Cross Selling, Commercial Mortgages, Treasury Management, Merchant Services, Retail Banking, Banking, Relationship Management, Cash Management, Portfolio Management, Series 63, Mortgage Lending
Education
Mt. San Antonio College 1995 — 1999
Rosemead
Larry Hillier's Union Bank Experience September 2004 - Present
Job Senior VP Commercial Banking Manager at Union Bank
Industry Banking
Experience
Union Bank September 2004 - Present
Bank of Lee's Summit June 2001 - August 2004
Education
Missouri State University 1980 — 1983
Union Bank September 2004 - Present
Bank of Lee's Summit June 2001 - August 2004
Education
Missouri State University 1980 — 1983
Monica Lange's Union Bank Experience July 2005 - Present
Job V.P. Accounting Manager at Union Bank of California
Industry Banking
Experience
Union Bank July 2005 - Present
Union Bank 2002 - 2005
Wells Fargo 2000 - 2002
Bank of America 1993 - 2000
Skills
Financial Analysis, Cash Management, Financial Modeling, Risk Management, Credit, Treasury Management, Financial Risk, Finance, Corporate Finance, Business Analysis, Loans, Enterprise Risk..., Financial Services
Education
Metropolitan State College of Denver 1980 — 1987
Bachelor of Science, Business Management/Accounting
University of Northern Colorado
Science
Union Bank July 2005 - Present
Union Bank 2002 - 2005
Wells Fargo 2000 - 2002
Bank of America 1993 - 2000
Skills
Financial Analysis, Cash Management, Financial Modeling, Risk Management, Credit, Treasury Management, Financial Risk, Finance, Corporate Finance, Business Analysis, Loans, Enterprise Risk..., Financial Services
Education
Metropolitan State College of Denver 1980 — 1987
Bachelor of Science, Business Management/Accounting
University of Northern Colorado
Science
Jerry Shoemake's Union Bank Experience June 2014 - Present
Job DE Underwriter at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
Freedom Mortgage November 2013 - June 2014
Bank of America June 2004 - October 2013
Bank of America 2004 - October 2013
Skills
Loans, Sr. Underwriter with..., Conventional and FHA..., Conforming and non..., Assisting First Time..., Bond loans, Loan Origination, Mortgage Banking, Credit, Mortgage Lending, Bonds, VA Loans, Credit Analysis, Mortgage Underwriting, Refinance, USDA, FHA, First Time Home Buyers, Residential Mortgages, FHA Financing
Education
National University 2006 — 2010
Bachelor's Degree, Elementary Education and Teaching
National University 2005 — 2010
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Union Bank June 2014 - Present
Freedom Mortgage November 2013 - June 2014
Bank of America June 2004 - October 2013
Bank of America 2004 - October 2013
Skills
Loans, Sr. Underwriter with..., Conventional and FHA..., Conforming and non..., Assisting First Time..., Bond loans, Loan Origination, Mortgage Banking, Credit, Mortgage Lending, Bonds, VA Loans, Credit Analysis, Mortgage Underwriting, Refinance, USDA, FHA, First Time Home Buyers, Residential Mortgages, FHA Financing
Education
National University 2006 — 2010
Bachelor's Degree, Elementary Education and Teaching
National University 2005 — 2010
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Laraine Roberto's Union Bank Experience July 2006 - Present
Job VP, Senior Project Manager
Industry Financial Services
Experience
Union Bank July 2006 - Present
UnionBanc Investment Services July 2001 - July 2006
Zurich Scudder Investments November 1996 - December 2001
Skills
Associate Certification..., Mastering Project..., Essentials of Project..., Series 6 & 63..., Microsoft Project,..., Adobe Professional, Knowledge of Visio, SEI..., Financial Services, Banking, Process Improvement, Program Management, Risk Management, Budgets, Cross-functional Team..., Leadership, Project Management, Project Planning, Training, Business Process..., Business Analysis, Management, Portfolio Management, SDLC
Education
National University
Finance
Union Bank July 2006 - Present
UnionBanc Investment Services July 2001 - July 2006
Zurich Scudder Investments November 1996 - December 2001
Skills
Associate Certification..., Mastering Project..., Essentials of Project..., Series 6 & 63..., Microsoft Project,..., Adobe Professional, Knowledge of Visio, SEI..., Financial Services, Banking, Process Improvement, Program Management, Risk Management, Budgets, Cross-functional Team..., Leadership, Project Management, Project Planning, Training, Business Process..., Business Analysis, Management, Portfolio Management, SDLC
Education
National University
Finance
Jonathan Haber's Union Bank Experience November 2007 - Present
Job Senior Specialist at MUFG Union Bank N.A.
Industry Financial Services
Experience
Union Bank November 2007 - Present
Borrego Springs Bank February 2006 - August 2007
Skills
Leadership, Sales, Financial Services, Mutual Funds, Accounting, Risk Management, Auditing, Credit, Finance, Financial Analysis, Loans
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor's, Social Sciences
Union Bank November 2007 - Present
Borrego Springs Bank February 2006 - August 2007
Skills
Leadership, Sales, Financial Services, Mutual Funds, Accounting, Risk Management, Auditing, Credit, Finance, Financial Analysis, Loans
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor's, Social Sciences
Silvia Feliciano's Union Bank Experience 2009 - 2011
Job BSA/AML Analyst at Merchants Bank of California, NA
Industry Banking
Experience
Merchants Bank of California, NA 2015 - Present
CommerceWest Bank 2014 - 2015
Citibank (Banamex USA) 2013 - 2014
Opus Bank 2011 - 2013
Union Bank 2009 - 2011
Wachovia 2007 - 2009
USBank 2005 - 2007
First Federal Bank of California 2004 - 2005
PFF Bank & Trust 2001 - 2004
Skills
Customer Service, Banking, Leadership, Notary Public, Sales Management, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Retail Banking, Credit, Lines Of Credit, Credit Analysis, Customer Retention, Financial Services, Loan Origination, Mortgage Lending, Branch Banking, Commercial Banking, Finance, Mortgage Banking, Cross Selling, Treasury Management
Education
Mt. San Antonio College
Merchants Bank of California, NA 2015 - Present
CommerceWest Bank 2014 - 2015
Citibank (Banamex USA) 2013 - 2014
Opus Bank 2011 - 2013
Union Bank 2009 - 2011
Wachovia 2007 - 2009
USBank 2005 - 2007
First Federal Bank of California 2004 - 2005
PFF Bank & Trust 2001 - 2004
Skills
Customer Service, Banking, Leadership, Notary Public, Sales Management, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Retail Banking, Credit, Lines Of Credit, Credit Analysis, Customer Retention, Financial Services, Loan Origination, Mortgage Lending, Branch Banking, Commercial Banking, Finance, Mortgage Banking, Cross Selling, Treasury Management
Education
Mt. San Antonio College
Jennifer Warburton's Union Bank Experience 2008 - 2014
Job CTP, AAP, SVP and Manager Cash Management at Heritage Bank
Industry Banking
Experience
Heritage Bank NW 2014 - Present
Union Bank 2008 - 2014
Washington Mutual 2000 - 2008
SAFECO Insurance 1990 - 2000
Skills
Commercial Banking, Relationship Management, Treasury Management, Banking, Cash Management, Financial Services, Financial Analysis, Portfolio Management, Finance, Risk Management, Credit Cards, Financial Risk, Management
Education
Pacific Coast Banking School 2011 — 2013
Banking, Honor Roll, Published Library Paper
Mount Holyoke College
B.A., Cum laude
Heritage Bank NW 2014 - Present
Union Bank 2008 - 2014
Washington Mutual 2000 - 2008
SAFECO Insurance 1990 - 2000
Skills
Commercial Banking, Relationship Management, Treasury Management, Banking, Cash Management, Financial Services, Financial Analysis, Portfolio Management, Finance, Risk Management, Credit Cards, Financial Risk, Management
Education
Pacific Coast Banking School 2011 — 2013
Banking, Honor Roll, Published Library Paper
Mount Holyoke College
B.A., Cum laude
Wayne E. Frost's Union Bank Experience June 1972 - August 2009
Job Resident Digital Artist at Wayne Frost Photography
Industry Fine Art
Experience
Wayne Frost Photography September 2009 - Present
Union Bank June 1972 - August 2009
Burns International Security Services January 1971 - June 1972
Union Bank June 1968 - December 1970
United States Navy June 1965 - June 1968
Skills
Banking, Photography, Fine Art, Automotive Photography, Business Technology, Cash Management, Financial Risk, Vendor Management
Education
Mt. San Antonio College 1971 — 1972
Philosophy
American Institute of Banking 1968 — 1969
Certification, Bank Operations
California Banking School at University of San Diego
Professional Certification: Banking
Wayne Frost Photography September 2009 - Present
Union Bank June 1972 - August 2009
Burns International Security Services January 1971 - June 1972
Union Bank June 1968 - December 1970
United States Navy June 1965 - June 1968
Skills
Banking, Photography, Fine Art, Automotive Photography, Business Technology, Cash Management, Financial Risk, Vendor Management
Education
Mt. San Antonio College 1971 — 1972
Philosophy
American Institute of Banking 1968 — 1969
Certification, Bank Operations
California Banking School at University of San Diego
Professional Certification: Banking
Kate Pieper, LMFT's Union Bank Experience 1985 - 1989
Job Kate Pieper, LMFT A Brave Compassionate Journey
Industry Mental Health Care
Experience
Selah Counseling Services 2001 - Present
Kate Pieper, LMFT June 2000 - Present
A Renewed Hope January 1996 - September 2000
Union Bank 1985 - 1989
Union Bank 1985 - 1989
Skills
Family Therapy, Psychotherapy, Adolescents, Counseling Psychology, Therapists, Life Transitions, EMDR, Mental Health Counseling, Mental Health, Group Therapy, Play Therapy, Nonprofits, Crisis Intervention, CBT, Clinical Supervision, Behavioral Health, Treatment, Psychology, Stress Management, Adults, Women's Issues, Teens, Christian Leadership, Grief Counseling, Interventions, Public Speaking, Community Outreach, Self-esteem, Child Therapy
Education
Phillips Graduate Institute 1990 — 1992
MA, Marriage Family Therapy
Moody Bible Institute 1980 — 1983
BA, Bible Theology
Whitko High School 1976 — 1980
Business School Bootcamp
Business School Bootcamp
Selah Counseling Services 2001 - Present
Kate Pieper, LMFT June 2000 - Present
A Renewed Hope January 1996 - September 2000
Union Bank 1985 - 1989
Union Bank 1985 - 1989
Skills
Family Therapy, Psychotherapy, Adolescents, Counseling Psychology, Therapists, Life Transitions, EMDR, Mental Health Counseling, Mental Health, Group Therapy, Play Therapy, Nonprofits, Crisis Intervention, CBT, Clinical Supervision, Behavioral Health, Treatment, Psychology, Stress Management, Adults, Women's Issues, Teens, Christian Leadership, Grief Counseling, Interventions, Public Speaking, Community Outreach, Self-esteem, Child Therapy
Education
Phillips Graduate Institute 1990 — 1992
MA, Marriage Family Therapy
Moody Bible Institute 1980 — 1983
BA, Bible Theology
Whitko High School 1976 — 1980
Business School Bootcamp
Business School Bootcamp
Tony Milano's Union Bank Experience June 2015 - Present
Job Manager, Trust Technology
Industry Information Technology and Services
Experience
Union Bank June 2015 - Present
Union Bank, Trust Technology Group June 1998 - July 2015
Wells Fargo January 1996 - June 1998
First Interstate Bank July 1989 - January 1996
Skills
Operational Efficiency, Systems Analysis, SEI Trust 3000, Business Analysis, Business Process..., Requirements Gathering, Process Improvement, Requirements Analysis, Mutual Funds, Analysis, Banking, Business Requirements, Risk Management, SDLC, Vendor Management, Project Management, Change Management
Education
Moorpark College 1983 — 1986
Union Bank June 2015 - Present
Union Bank, Trust Technology Group June 1998 - July 2015
Wells Fargo January 1996 - June 1998
First Interstate Bank July 1989 - January 1996
Skills
Operational Efficiency, Systems Analysis, SEI Trust 3000, Business Analysis, Business Process..., Requirements Gathering, Process Improvement, Requirements Analysis, Mutual Funds, Analysis, Banking, Business Requirements, Risk Management, SDLC, Vendor Management, Project Management, Change Management
Education
Moorpark College 1983 — 1986
John L Abrate's Union Bank Experience December 2008 - July 2012
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Bank of America Home Loans January 2013 - June 2014
VP and Executive Leaders in Banking Management in San Francisco Bay Area July 2012 - January 2013
Union Bank December 2008 - July 2012
Union Bank 2008 - 2012
Wells Fago Bank 2004 - 2008
Skills
Non-profits, Public Speaking, Small Business Lending, Consumer Lending, Loans, Event Planning, Retail Banking, Fundraising, Small Business, Banking, Strategic Financial..., Banking Relationships, Social Media, Bank Management, Community Banking, Deposit Growth, C&I Lending, Branch Management, Leadership, Nonprofits, Portfolio Management, Finance, Customer Service, Mortgage Lending, Access, Management, Business Development, Commercial Banking, Financial Services
Education
CSU East Bay
Bachelor of Arts, Political ScienceCSU East Bay
Merritt College
Associate of Arts, Economics
Wells Fargo June 2014 - Present
Bank of America Home Loans January 2013 - June 2014
VP and Executive Leaders in Banking Management in San Francisco Bay Area July 2012 - January 2013
Union Bank December 2008 - July 2012
Union Bank 2008 - 2012
Wells Fago Bank 2004 - 2008
Skills
Non-profits, Public Speaking, Small Business Lending, Consumer Lending, Loans, Event Planning, Retail Banking, Fundraising, Small Business, Banking, Strategic Financial..., Banking Relationships, Social Media, Bank Management, Community Banking, Deposit Growth, C&I Lending, Branch Management, Leadership, Nonprofits, Portfolio Management, Finance, Customer Service, Mortgage Lending, Access, Management, Business Development, Commercial Banking, Financial Services
Education
CSU East Bay
Bachelor of Arts, Political ScienceCSU East Bay
Merritt College
Associate of Arts, Economics
Susan Bahadurian-Vogel's Union Bank Experience March 1979 - August 1996
Job Associate Buyer: Solutions Catalog at Norm Thompson Outfitters
Industry Consumer Goods
Experience
Norm Thompson Outfitters July 2006 - Present
OneWorld Internetworking August 1997 - February 2001
Buckeye Pacific January 1997 - January 1998
Union Bank March 1979 - August 1996
Education
Michigan State University 1973 — 1978
BA, International Poly Sci
Portland State University
Certification International Trade and Transportation
Spendarian Institute USSR scholarship semester
History
University of Stockholm
Environmental Science / Re Paper Mills
Norm Thompson Outfitters July 2006 - Present
OneWorld Internetworking August 1997 - February 2001
Buckeye Pacific January 1997 - January 1998
Union Bank March 1979 - August 1996
Education
Michigan State University 1973 — 1978
BA, International Poly Sci
Portland State University
Certification International Trade and Transportation
Spendarian Institute USSR scholarship semester
History
University of Stockholm
Environmental Science / Re Paper Mills
Lori Head Hawk's Union Bank Experience May 2012 - August 2014
Job Senior Account Executive, Vantiv Inc.
Industry Financial Services
Experience
Vantiv August 2015 - Present
First Data Corporation September 2014 - August 2015
Union Bank May 2012 - August 2014
ADP April 2011 - May 2012
Paychex August 2009 - April 2011
Hawk Photography February 2008 - August 2009
Yellow Book August 2005 - December 2007
Out N About Magazine 2007 - 2007
The Pinnacle Newspaper 2005 - 2006
Skills
Sales, Cold Calling, Salesforce.com, Account Management, Marketing, New Business Development, 401k, Sales Presentations, Negotiation, Sales Process, Marketing Strategy, Team Building, Customer Service, B2B, Sales Management, Advertising Sales, Online Advertising
Education
Mills College 2003 — 2005
BA, Media Studies
Vantiv August 2015 - Present
First Data Corporation September 2014 - August 2015
Union Bank May 2012 - August 2014
ADP April 2011 - May 2012
Paychex August 2009 - April 2011
Hawk Photography February 2008 - August 2009
Yellow Book August 2005 - December 2007
Out N About Magazine 2007 - 2007
The Pinnacle Newspaper 2005 - 2006
Skills
Sales, Cold Calling, Salesforce.com, Account Management, Marketing, New Business Development, 401k, Sales Presentations, Negotiation, Sales Process, Marketing Strategy, Team Building, Customer Service, B2B, Sales Management, Advertising Sales, Online Advertising
Education
Mills College 2003 — 2005
BA, Media Studies
Caryn Nadeau's Union Bank Experience May 2004 - July 2012
Job Area Manager eLearning Design and Development at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Americas July 2012 - Present
Union Bank May 2004 - July 2012
Washington Mutual Bank January 1999 - April 2004
Skills
Instructional Design, Articulate Studio, Articulate Storyline, eLearning Design and..., Lectora, UPK, Training Needs Analysis, Training, Blended Learning, Learning Management..., Instructor-led Training, E-Learning, Management, Leadership Development, Performance Improvement, Mortgage Banking, Workshop Facilitation, Banking, Needs Analysis, Organizational..., Employee Engagement, Organizational..., Leadership, Coaching, Performance Management, Training Delivery, Executive Coaching, Performance Consulting, Captivate, Soft Skills, SnagIt, Mortgage Lending, Employee Training, Strategy, Credit, Training Facilitation, Retail Banking, Loans, Talent Management, Learning Management, Technical Writing, Classroom, ADDIE, Program Facilitation
Education
Mount Saint Mary's University 1984 — 1988
B.A., Business Administration and Marketing
MUFG Americas July 2012 - Present
Union Bank May 2004 - July 2012
Washington Mutual Bank January 1999 - April 2004
Skills
Instructional Design, Articulate Studio, Articulate Storyline, eLearning Design and..., Lectora, UPK, Training Needs Analysis, Training, Blended Learning, Learning Management..., Instructor-led Training, E-Learning, Management, Leadership Development, Performance Improvement, Mortgage Banking, Workshop Facilitation, Banking, Needs Analysis, Organizational..., Employee Engagement, Organizational..., Leadership, Coaching, Performance Management, Training Delivery, Executive Coaching, Performance Consulting, Captivate, Soft Skills, SnagIt, Mortgage Lending, Employee Training, Strategy, Credit, Training Facilitation, Retail Banking, Loans, Talent Management, Learning Management, Technical Writing, Classroom, ADDIE, Program Facilitation
Education
Mount Saint Mary's University 1984 — 1988
B.A., Business Administration and Marketing
Linda Leftwich's Union Bank Experience November 2008 - December 2011
Job Management Professional
Industry Banking
Experience
San Diego, CA December 2011 - Present
Union Bank November 2008 - December 2011
Union Bank August 2003 - October 2008
Union Bank September 1998 - August 2003
Skills
MS Office Suite, Mentoring, Operations, Operations Management, Database Administration, Administration, Productivity Improvement, productivity..., various data mining/...
Education
San Diego Mesa College 1980 — 1990
Associates of Science Degree, Information Systems
National University
1 semester from BS, Database Admin/Info Technology Mgmt
San Diego, CA December 2011 - Present
Union Bank November 2008 - December 2011
Union Bank August 2003 - October 2008
Union Bank September 1998 - August 2003
Skills
MS Office Suite, Mentoring, Operations, Operations Management, Database Administration, Administration, Productivity Improvement, productivity..., various data mining/...
Education
San Diego Mesa College 1980 — 1990
Associates of Science Degree, Information Systems
National University
1 semester from BS, Database Admin/Info Technology Mgmt
John Mull's Union Bank Experience September 2012 - Present
Job Compliance Manager at Union Bank
Industry Banking
Experience
Union Bank September 2012 - Present
Plante & Moran, PLLC November 2004 - August 2012
Fifth Third Bank 2001 - 2003
Old Kent Bank 1986 - 2001
Michigan National Bank 1981 - 1986
Skills
Banking, Risk Management, Financial Institutions, Credit, Risk Assessment, Financial Risk, Bank Secrecy Act, Loans, OFAC, Financial Analysis, Mortgage Lending, Enterprise Risk..., Due Diligence, Business Continuity, Consumer Lending, USA PATRIOT Act, Anti Money Laundering, Fraud, Operational Risk, Corporate Governance, Financial Services, Process Improvement, AML, Underwriting, Microsoft Excel, Quality Auditing, Budgets, Commercial Lending, Financial Regulation, Strategic Planning, Policy, Credit Unions, Operational Risk..., Credit Analysis, Auditing, Sarbanes-Oxley Act, Internal Audit, Internal Controls, KYC, Credit Risk
Education
Michigan State University 1976 — 1981
BA, Business Administration
Union Bank September 2012 - Present
Plante & Moran, PLLC November 2004 - August 2012
Fifth Third Bank 2001 - 2003
Old Kent Bank 1986 - 2001
Michigan National Bank 1981 - 1986
Skills
Banking, Risk Management, Financial Institutions, Credit, Risk Assessment, Financial Risk, Bank Secrecy Act, Loans, OFAC, Financial Analysis, Mortgage Lending, Enterprise Risk..., Due Diligence, Business Continuity, Consumer Lending, USA PATRIOT Act, Anti Money Laundering, Fraud, Operational Risk, Corporate Governance, Financial Services, Process Improvement, AML, Underwriting, Microsoft Excel, Quality Auditing, Budgets, Commercial Lending, Financial Regulation, Strategic Planning, Policy, Credit Unions, Operational Risk..., Credit Analysis, Auditing, Sarbanes-Oxley Act, Internal Audit, Internal Controls, KYC, Credit Risk
Education
Michigan State University 1976 — 1981
BA, Business Administration
Chuck Weinhardt's Union Bank Experience June 1994 - Present
Job Income Property Loan Officer at Union Bank
Industry Banking
Experience
Union Bank June 1994 - Present
Skills
Loans, Credit, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Mortgages, Small Business Lending, Loan Origination, Real Estate, Underwriting, Credit Risk, Retail Banking, Risk Management, Commercial Lending, Refinance, Mortgage Banking, Real Estate Economics, Real Estate Financing, Construction Loans, Apartments, Lines Of Credit, Financial Structuring, Residential Mortgages, Asset Based Lending
Education
Michigan State University 1980 — 1984
Bachelor's degree, Accounting and Finance
Union Bank June 1994 - Present
Skills
Loans, Credit, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Mortgages, Small Business Lending, Loan Origination, Real Estate, Underwriting, Credit Risk, Retail Banking, Risk Management, Commercial Lending, Refinance, Mortgage Banking, Real Estate Economics, Real Estate Financing, Construction Loans, Apartments, Lines Of Credit, Financial Structuring, Residential Mortgages, Asset Based Lending
Education
Michigan State University 1980 — 1984
Bachelor's degree, Accounting and Finance
Alicia Blitz's Union Bank Experience October 2012 - Present
Job eLearning Designer/Developer II at Union Bank
Industry Banking
Experience
MUFG Americas April 2014 - Present
Union Bank October 2012 - Present
Union Bank June 2001 - September 2012
Union Bank May 1994 - June 2001
FirstBank August 1990 - May 1994
Kmart Corporation May 1986 - July 1990
Skills
Banking, Credit, Retail Banking, Project Management, Leadership Development, Public Speaking, Software Documentation, Research, Strategic Planning, Talent Management, Budgets, PeopleSoft, Articulate Studio, Sales, eLearning Design, Change Management, Leadership, Needs Analysis, Financial Services, Blended Learning, Time Management, Coaching, Instructional Design, Learning Management..., Articulate Storyline, Sales Process, Credit Cards, Lines Of Credit, Home Equity Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages, ARTICULATE, Articulate Engage, UPK, Graphic Design, Photoshop, Snag It, Creative Writing
Education
San Diego State University-California State University 1998 — 2000
Persuing a BA, Business Administration and Management, General
Metropolitan State College of Denver 1991 — 1994
Persuing a BA, Business Administration and Management, General
MUFG Americas April 2014 - Present
Union Bank October 2012 - Present
Union Bank June 2001 - September 2012
Union Bank May 1994 - June 2001
FirstBank August 1990 - May 1994
Kmart Corporation May 1986 - July 1990
Skills
Banking, Credit, Retail Banking, Project Management, Leadership Development, Public Speaking, Software Documentation, Research, Strategic Planning, Talent Management, Budgets, PeopleSoft, Articulate Studio, Sales, eLearning Design, Change Management, Leadership, Needs Analysis, Financial Services, Blended Learning, Time Management, Coaching, Instructional Design, Learning Management..., Articulate Storyline, Sales Process, Credit Cards, Lines Of Credit, Home Equity Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages, ARTICULATE, Articulate Engage, UPK, Graphic Design, Photoshop, Snag It, Creative Writing
Education
San Diego State University-California State University 1998 — 2000
Persuing a BA, Business Administration and Management, General
Metropolitan State College of Denver 1991 — 1994
Persuing a BA, Business Administration and Management, General
Enrique Santana's Union Bank Experience May 1997 - April 2004
Job Creative Producer and Animator
Industry Animation
Experience
Curacao July 2007 - Present
Toyota Motor Sales May 2004 - June 2007
Union Bank May 1997 - April 2004
Skills
Social Media, Advertising, Brand Management, Online Advertising, Photoshop, Merchandising, Illustrator, Spanish, Marketing, Marketing Strategy, Microsoft Office, Retail, Creative Industries, Photo Shoot Production, Microsoft Excel, Project Management, Customer Service, Management, Process Scheduler, Microsoft Word, Creative Strategy, Spot Production, Art Direction, PowerPoint, Directing
Education
Animation Mentor 2012 — 2013
Animator, Character Animation
Mt. San Antonio College 1993 — 1996
Multimedia, Multimedia
Curacao July 2007 - Present
Toyota Motor Sales May 2004 - June 2007
Union Bank May 1997 - April 2004
Skills
Social Media, Advertising, Brand Management, Online Advertising, Photoshop, Merchandising, Illustrator, Spanish, Marketing, Marketing Strategy, Microsoft Office, Retail, Creative Industries, Photo Shoot Production, Microsoft Excel, Project Management, Customer Service, Management, Process Scheduler, Microsoft Word, Creative Strategy, Spot Production, Art Direction, PowerPoint, Directing
Education
Animation Mentor 2012 — 2013
Animator, Character Animation
Mt. San Antonio College 1993 — 1996
Multimedia, Multimedia
Hock Seng Goh's Union Bank Experience April 2015 - Present
Job Credit Risk Analyst at Union Bank
Industry Financial Services
Experience
Union Bank April 2015 - Present
Gifford Fong Associates March 2014 - April 2015
Gifford Fong Associates June 2012 - February 2014
University of Alabama October 2010 - January 2011
University of California September 2007 - August 2010
University of Arizona September 2004 - August 2007
Skills
Mathematica, Matlab, Numerical Analysis, Statistics, C++, Stochastic Calculus, SQL, R, Mathematical Modeling, Monte Carlo Simulation, Quantitative Analytics, Fixed Income, LaTeX, Data Analysis, Probability, VBA, Financial Modeling, Quantitative Finance
Education
University of Maryland College Park
Ph.D, Theoretical Particle Physics
National Taiwan University
M.S./B.S, Physics
Union Bank April 2015 - Present
Gifford Fong Associates March 2014 - April 2015
Gifford Fong Associates June 2012 - February 2014
University of Alabama October 2010 - January 2011
University of California September 2007 - August 2010
University of Arizona September 2004 - August 2007
Skills
Mathematica, Matlab, Numerical Analysis, Statistics, C++, Stochastic Calculus, SQL, R, Mathematical Modeling, Monte Carlo Simulation, Quantitative Analytics, Fixed Income, LaTeX, Data Analysis, Probability, VBA, Financial Modeling, Quantitative Finance
Education
University of Maryland College Park
Ph.D, Theoretical Particle Physics
National Taiwan University
M.S./B.S, Physics
Donald Warner's Union Bank Experience January 2012 - March 2015
Job Treasury Management
Industry Banking
Experience
Union Bank January 2012 - March 2015
Union Bank August 2005 - January 2012
Skills
Customer Service, Banking, Microsoft Office, Team Leadership, Sales, Database Admin, Access, Analysis, Data Analysis, Risk Management, Financial Analysis, Treasury Services, Treasury Management, Credit, Financial Risk, Finance, Relationship Management, Commercial Banking, Retail Banking, Cash Management
Education
Mt Sierra College
Union Bank January 2012 - March 2015
Union Bank August 2005 - January 2012
Skills
Customer Service, Banking, Microsoft Office, Team Leadership, Sales, Database Admin, Access, Analysis, Data Analysis, Risk Management, Financial Analysis, Treasury Services, Treasury Management, Credit, Financial Risk, Finance, Relationship Management, Commercial Banking, Retail Banking, Cash Management
Education
Mt Sierra College
david waggoner's Union Bank Experience June 2015 - Present
Job .
Industry Banking
Experience
Union Bank June 2015 - Present
Arizona Bank & Trust June 2014 - May 2015
imortgage October 2013 - May 2014
Arizona Bank and Trust 2011 - 2012
Bank of America May 2009 - November 2011
LoanCity 2000 - 2005
western sunrise mortgage 1994 - 2000
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, VA loans, Credit, Residential Mortgages, USDA, FHA financing, Banking, Underwriting, Credit Analysis, Mortgage Underwriting, Construction Loans, Government Loans, Finance, Reverse Mortgages, Real Estate, Investment Properties, First Time Home Buyers, VA Loans, FHA Financing, Funding, Management, Consumer Lending, Commercial Lending
Education
Mesa Community College 1981 — 1982
Business
Saguaro high School 1977 — 1981
Union Bank June 2015 - Present
Arizona Bank & Trust June 2014 - May 2015
imortgage October 2013 - May 2014
Arizona Bank and Trust 2011 - 2012
Bank of America May 2009 - November 2011
LoanCity 2000 - 2005
western sunrise mortgage 1994 - 2000
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, VA loans, Credit, Residential Mortgages, USDA, FHA financing, Banking, Underwriting, Credit Analysis, Mortgage Underwriting, Construction Loans, Government Loans, Finance, Reverse Mortgages, Real Estate, Investment Properties, First Time Home Buyers, VA Loans, FHA Financing, Funding, Management, Consumer Lending, Commercial Lending
Education
Mesa Community College 1981 — 1982
Business
Saguaro high School 1977 — 1981
Lillian Ashford, MBA's Union Bank Experience January 1994 - January 1996
Job Professional
Industry Government Administration
Experience
DoD November 2007 - Present
J.S.A. MASONRY, INC. January 1996 - March 2006
EDUCATIONAL TALENT SEARCH August 2000 - August 2002
Union Bank January 1994 - January 1996
United States Marine Corps October 1978 - September 1984
Skills
Proposal Writing, Program Management, Project Planning, Public Speaking, Logistics, SharePoint, Analysis, Business Process..., Data Analysis, Public Relations, ERP, Purchasing, Recruiting
Education
National University 2008 — 2012
MBA, Business, Graduated June 2012
California State University, San Marcos 1998 — 2000
Bachelors Degree, Liberal Studies/Education
DoD November 2007 - Present
J.S.A. MASONRY, INC. January 1996 - March 2006
EDUCATIONAL TALENT SEARCH August 2000 - August 2002
Union Bank January 1994 - January 1996
United States Marine Corps October 1978 - September 1984
Skills
Proposal Writing, Program Management, Project Planning, Public Speaking, Logistics, SharePoint, Analysis, Business Process..., Data Analysis, Public Relations, ERP, Purchasing, Recruiting
Education
National University 2008 — 2012
MBA, Business, Graduated June 2012
California State University, San Marcos 1998 — 2000
Bachelors Degree, Liberal Studies/Education
Jenny Muliawan's Union Bank Experience 2013 - 2013
Job People + Culture Specialist
Industry Human Resources
Experience
Ubiquity Retirement + Savings June 2014 - Present
Union Bank 2013 - 2013
Dyson June 2012 - August 2012
THE MARK HOTEL December 2010 - January 2011
Skills
Mandarin, PowerPoint, Microsoft Excel, Photoshop, Microsoft Office, Microsoft Word, Research, InDesign, Statistics, Social Media, Facebook, Event Planning, Social Networking, Data Analysis
Education
University of California, Berkeley 2009 — 2014
B.A., Cognitive Science
National Taiwan University 2013 — 2013
Chinese Studies
Rowland High School
Ubiquity Retirement + Savings June 2014 - Present
Union Bank 2013 - 2013
Dyson June 2012 - August 2012
THE MARK HOTEL December 2010 - January 2011
Skills
Mandarin, PowerPoint, Microsoft Excel, Photoshop, Microsoft Office, Microsoft Word, Research, InDesign, Statistics, Social Media, Facebook, Event Planning, Social Networking, Data Analysis
Education
University of California, Berkeley 2009 — 2014
B.A., Cognitive Science
National Taiwan University 2013 — 2013
Chinese Studies
Rowland High School
Joyce Bowden's Union Bank Experience January 1980 - January 1986
Job Teller/Tax Preparer
Industry Banking
Experience
Countryside Tax Service January 1999 - Present
Independent Bank September 2005 - October 2010
Union Bank January 1980 - January 1986
Education
Michigan State University 1973 — 1976
none, Bachelor of Science
Michigan State University
Countryside Tax Service January 1999 - Present
Independent Bank September 2005 - October 2010
Union Bank January 1980 - January 1986
Education
Michigan State University 1973 — 1976
none, Bachelor of Science
Michigan State University
Deirdre Colburn's Union Bank Experience June 1997 - July 2002
Job School/Community Advisor at Oceanside Unified School District
Industry Primary/Secondary Education
Experience
Through the Storm Chorus 2010 - Present
Oceanside Unified School District August 2002 - Present
Oceanside Unified School District April 1997 - August 2002
Union Bank June 1997 - July 2002
Skills
Community Outreach, Public Speaking, Spanish..., Singing, Program Management, Strategic Planning, Teaching, Classroom, Spanish, Project Management, Non-profits, PowerPoint, Time Management, Leadership Development, Social Media, Lesson Planning, Social Networking, Leadership, Coaching, Blogging, Microsoft Excel, Nonprofits
Education
MiraCosta College 1995 — 1996
Music
San Diego Mesa College 1974 — 1976
Certificate of Proficiency, Child Development
Through the Storm Chorus 2010 - Present
Oceanside Unified School District August 2002 - Present
Oceanside Unified School District April 1997 - August 2002
Union Bank June 1997 - July 2002
Skills
Community Outreach, Public Speaking, Spanish..., Singing, Program Management, Strategic Planning, Teaching, Classroom, Spanish, Project Management, Non-profits, PowerPoint, Time Management, Leadership Development, Social Media, Lesson Planning, Social Networking, Leadership, Coaching, Blogging, Microsoft Excel, Nonprofits
Education
MiraCosta College 1995 — 1996
Music
San Diego Mesa College 1974 — 1976
Certificate of Proficiency, Child Development
Corrie Wheatcroft's Union Bank Experience April 1993 - May 2001
Job Information Assurance Engineer at Sentek Global
Industry Information Technology and Services
Experience
Sentek Global July 2011 - Present
EDS, an HP company January 2007 - September 2009
SAIC June 2001 - December 2007
Union Bank April 1993 - May 2001
Education
National University 2000 — 2001
B.S., Information Technology
Sentek Global July 2011 - Present
EDS, an HP company January 2007 - September 2009
SAIC June 2001 - December 2007
Union Bank April 1993 - May 2001
Education
National University 2000 — 2001
B.S., Information Technology
Jeffrey Redeker's Union Bank Experience October 2011 - October 2014
Job President of Beach Cities Commercial
Industry Financial Services
Experience
Beach Cities Commercial October 2014 - Present
Union Bank October 2011 - October 2014
Bank of America October 2006 - October 2011
Bank of America October 2006 - October 2011
South County Bank January 2001 - October 2006
Skills
Commercial Lending, Banking, Loans, Credit, Asset Management, Commercial Banking, Credit Analysis, New Business Development, SBA, Small Business Lending, Strategic Planning, Loan Origination, Credit Risk, Mortgage Lending, Portfolio Management, Commercial Mortgages, Financial Analysis
Education
Pacific Coast Banking School 2006 — 2008
Banking
Musicians Institute 1991 — 1992
Music Theory and Composition
Beach Cities Commercial October 2014 - Present
Union Bank October 2011 - October 2014
Bank of America October 2006 - October 2011
Bank of America October 2006 - October 2011
South County Bank January 2001 - October 2006
Skills
Commercial Lending, Banking, Loans, Credit, Asset Management, Commercial Banking, Credit Analysis, New Business Development, SBA, Small Business Lending, Strategic Planning, Loan Origination, Credit Risk, Mortgage Lending, Portfolio Management, Commercial Mortgages, Financial Analysis
Education
Pacific Coast Banking School 2006 — 2008
Banking
Musicians Institute 1991 — 1992
Music Theory and Composition
Brent Housteau's Union Bank Experience December 2012 - Present
Job Director & Team Leader at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank July 2014 - Present
Union Bank December 2012 - Present
Union Bank May 2010 - December 2012
Union Bank January 2006 - May 2010
Union Bank March 1999 - December 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Asset Based Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis
Education
Miami University 1994 — 1998
BS Finance, Finance, Accounting, Sustainable Economics
MUFG Union Bank July 2014 - Present
Union Bank December 2012 - Present
Union Bank May 2010 - December 2012
Union Bank January 2006 - May 2010
Union Bank March 1999 - December 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Asset Based Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis
Education
Miami University 1994 — 1998
BS Finance, Finance, Accounting, Sustainable Economics
Susan Syring's Union Bank Experience January 2012 - June 2012
Job Quality Control Pre Closing Reviews at Centennial Lending, LLC
Industry Banking
Experience
Centennial Lending, LLC August 2012 - Present
Union Bank January 2012 - June 2012
Enterprise Bank & Trust August 2011 - December 2011
First National Bank of Olathe February 2004 - August 2011
Midwest Information Technology Solutions, LLC September 2008 - August 2009
2011First National Bank of Olathe January 2003 - August 2008
First National Bank of Olathe September 1979 - January 2004
First National Bank of Olathe January 1992 - January 2003
First National Bank of Olathe January 1989 - January 1992
First National Bank of Olathe January 1987 - January 1989
Education
MidAmerica Nazarene University 1977 — 1981
BA, Psychology
American Bankers Association National Compliance School
Centennial Lending, LLC August 2012 - Present
Union Bank January 2012 - June 2012
Enterprise Bank & Trust August 2011 - December 2011
First National Bank of Olathe February 2004 - August 2011
Midwest Information Technology Solutions, LLC September 2008 - August 2009
2011First National Bank of Olathe January 2003 - August 2008
First National Bank of Olathe September 1979 - January 2004
First National Bank of Olathe January 1992 - January 2003
First National Bank of Olathe January 1989 - January 1992
First National Bank of Olathe January 1987 - January 1989
Education
MidAmerica Nazarene University 1977 — 1981
BA, Psychology
American Bankers Association National Compliance School
Tina Chao's Union Bank Experience October 2013 - June 2015
Job Investigator at First Republic Bank
Industry International Trade and Development
Experience
First Republic Bank June 2015 - Present
Union Bank October 2013 - June 2015
MIQ Logistics October 2012 - October 2013
KPMG June 2012 - August 2012
Financial Crimes Enforcement Network June 2010 - July 2010
EPISIL Technologies Inc, Taiwan November 2009 - May 2010
Japan Exchange and Teaching Programme August 2008 - August 2009
Japan Exchange and Teaching Programme August 2006 - August 2008
United Microelectronics Corporations, July 2005 - September 2005
Skills
Japanese, Chinese, Experience Working with..., Cross-cultural, Policy Analysis, Program Management, International Relations, International Trade, Research, International..., Microsoft Office, English, Market Research, Training, Analysis, International Business, Spanish, Bank Secrecy Act, Foreign Policy, Export, Intercultural..., International Economics, Foreign Languages, Data Analysis, Editing, AML, Anti Money Laundering
Education
Monterey Institute of International Studies 2010 — 2012
International Policy Studies, Trade
University of California at Davis 2002 — 2006
Bachelar of Arts, International Relations and Japanese
Lynbrook
First Republic Bank June 2015 - Present
Union Bank October 2013 - June 2015
MIQ Logistics October 2012 - October 2013
KPMG June 2012 - August 2012
Financial Crimes Enforcement Network June 2010 - July 2010
EPISIL Technologies Inc, Taiwan November 2009 - May 2010
Japan Exchange and Teaching Programme August 2008 - August 2009
Japan Exchange and Teaching Programme August 2006 - August 2008
United Microelectronics Corporations, July 2005 - September 2005
Skills
Japanese, Chinese, Experience Working with..., Cross-cultural, Policy Analysis, Program Management, International Relations, International Trade, Research, International..., Microsoft Office, English, Market Research, Training, Analysis, International Business, Spanish, Bank Secrecy Act, Foreign Policy, Export, Intercultural..., International Economics, Foreign Languages, Data Analysis, Editing, AML, Anti Money Laundering
Education
Monterey Institute of International Studies 2010 — 2012
International Policy Studies, Trade
University of California at Davis 2002 — 2006
Bachelar of Arts, International Relations and Japanese
Lynbrook
Rachel Tofflemire's Union Bank Experience August 2007 - Present
Job Operations Specialist at Union Bank
Industry Banking
Experience
Union Bank August 2007 - Present
Skills
Operations Management, Supervisory Experience, Retail Banking
Education
Mt. San Antonio College 2004 — 2007
Associate of Science (A.S.), Mathematics
Mt. San Antonio College 2004 — 2007
Associate of Arts (A.A.), Communication, General
Union Bank August 2007 - Present
Skills
Operations Management, Supervisory Experience, Retail Banking
Education
Mt. San Antonio College 2004 — 2007
Associate of Science (A.S.), Mathematics
Mt. San Antonio College 2004 — 2007
Associate of Arts (A.A.), Communication, General
Sirishalal Rajput's Union Bank Experience January 2006 - May 2006
Job Technical Lead/Architect
Industry Information Technology and Services
Experience
Blackhawk Network May 2015 - Present
Equator, LLC April 2012 - April 2015
Wipro Technologies June 2006 - April 2012
Union Bank January 2006 - May 2006
Royal Caribbean International January 2004 - December 2005
Skills
Enterprise Architecture, J2EE Architecture, Websphere, Java, OOP, C, C++, Oracle, SQL, SaaS, Java Enterprise Edition, Cloud Computing, Requirements Analysis, SOA, Testing, Agile Methodologies, Web Services, JBoss Application Server, Software Development, Microsoft SQL Server, XML, SDLC, Integration, Spring Framework, Unix, Scrum, Middleware, ESB
Education
Monmouth University
Master's degree, Computer Science
Monmouth University
Master's degree, Computer Science
Osmania University
Bachelors of Engineering, Electrical, Electronics and Communications Engineering
Blackhawk Network May 2015 - Present
Equator, LLC April 2012 - April 2015
Wipro Technologies June 2006 - April 2012
Union Bank January 2006 - May 2006
Royal Caribbean International January 2004 - December 2005
Skills
Enterprise Architecture, J2EE Architecture, Websphere, Java, OOP, C, C++, Oracle, SQL, SaaS, Java Enterprise Edition, Cloud Computing, Requirements Analysis, SOA, Testing, Agile Methodologies, Web Services, JBoss Application Server, Software Development, Microsoft SQL Server, XML, SDLC, Integration, Spring Framework, Unix, Scrum, Middleware, ESB
Education
Monmouth University
Master's degree, Computer Science
Monmouth University
Master's degree, Computer Science
Osmania University
Bachelors of Engineering, Electrical, Electronics and Communications Engineering
Greg Dols's Union Bank Experience 2002 - 2009
Job AVP Consumer Lending at Unison Bank
Industry Banking
Experience
Unison Bank September 2009 - Present
Union Bank 2002 - 2009
Skills
Risk Management, Credit, Credit Risk, Financial Analysis, Management, Team Building, Microsoft Excel, Microsoft Office, Business Analysis, Sales, Consumer Lending, Negotiation
Education
Minneapolis Community and Technical College 1982 — 1984
Banking and Financial Support Services
Unison Bank September 2009 - Present
Union Bank 2002 - 2009
Skills
Risk Management, Credit, Credit Risk, Financial Analysis, Management, Team Building, Microsoft Excel, Microsoft Office, Business Analysis, Sales, Consumer Lending, Negotiation
Education
Minneapolis Community and Technical College 1982 — 1984
Banking and Financial Support Services
Bonnie Newman's Union Bank Experience 1974 - 1996
Job SP HT CSA at United Health Group
Industry Hospital & Health Care
Experience
United Health Group October 2011 - Present
VUSD 2001 - 2011
Union Bank 1974 - 1996
Education
National University 1999 — 2001
Master of Education (M.Ed.), cross cultural education
MiraCosta College 1997 — 1999
Associate of Arts (A.A.), General Studies
United Health Group October 2011 - Present
VUSD 2001 - 2011
Union Bank 1974 - 1996
Education
National University 1999 — 2001
Master of Education (M.Ed.), cross cultural education
MiraCosta College 1997 — 1999
Associate of Arts (A.A.), General Studies
Rajani Shrestha, MBA's Union Bank Experience 2006 - 2006
Job IS Supervisor at Claims Eval
Industry Insurance
Experience
Claims Eval January 2008 - Present
Union Bank 2006 - 2006
Pac Advantage 2005 - 2006
Nabil Bank 2002 - 2004
Skills
Documentation, User Acceptance Testing, Process Improvement, System Deployment, Mentoring, Test Cases, Software Documentation, BPO, Financial Services, Defect Tracking, Outlook, Training, Management, Customer Service, Coaching, Testing
Education
National University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
Management Campus - Purbanchal University 1999 — 2002
Bachelor in Business Administration (BBA)
Claims Eval January 2008 - Present
Union Bank 2006 - 2006
Pac Advantage 2005 - 2006
Nabil Bank 2002 - 2004
Skills
Documentation, User Acceptance Testing, Process Improvement, System Deployment, Mentoring, Test Cases, Software Documentation, BPO, Financial Services, Defect Tracking, Outlook, Training, Management, Customer Service, Coaching, Testing
Education
National University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
Management Campus - Purbanchal University 1999 — 2002
Bachelor in Business Administration (BBA)
Bruce Nguyen's Union Bank Experience January 2012 - September 2013
Job VP, SBA Lending at Coastal Community Bank
Industry Banking
Experience
Coastal Community Bank August 2013 - Present
Union Bank January 2012 - September 2013
Wells Fargo July 2006 - January 2012
Wells Fargo January 2005 - July 2006
Wells Fargo September 2001 - December 2004
Skills
Credit Analysis, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Credit Risk, Small Business, Finance
Education
San Jose State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Monterey Peninsula College
Coastal Community Bank August 2013 - Present
Union Bank January 2012 - September 2013
Wells Fargo July 2006 - January 2012
Wells Fargo January 2005 - July 2006
Wells Fargo September 2001 - December 2004
Skills
Credit Analysis, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Credit Risk, Small Business, Finance
Education
San Jose State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Monterey Peninsula College
Jacqueline Russell's Union Bank Experience December 2011 - Present
Job Client Onboarding Manager for Commercial Treasury Customers, VP at Union Bank
Industry Banking
Experience
Union Bank December 2011 - Present
Skills
Treasury Management, Commercial Banking, Cash Management
Education
Middlebury College 2004 — 2008
Bachelor's degree, Middle East and Islamic History
Union Bank December 2011 - Present
Skills
Treasury Management, Commercial Banking, Cash Management
Education
Middlebury College 2004 — 2008
Bachelor's degree, Middle East and Islamic History
Eulalia (Lolly) Pomplun's Union Bank Experience September 1994 - March 2008
Job Defined Contribution Manager seeking opportunities
Industry Financial Services
Experience
Prudential Financial March 2008 - September 2012
Union Bank September 1994 - March 2008
The Walt Disney Company September 1993 - September 1994
Bank of America April 1988 - April 1993
Sanwa Bank California January 1985 - April 1988
Skills
Mutual Funds, Financial Services, Series 63, Retirement Planning, Insurance, Investments, Series 7, Retirement, Wealth Management, Securities, Life Insurance, Fixed Annuities, Banking, Process Improvement, Relationship Management, 401k, Customer Service, Financial Analysis, Business Analysis, Employee Benefits, Leadership, Analysis, Pensions, Vendor Management, Risk Management, Management
Education
Mount St. Mary's College 1980 — 1984
Bachelor's Degree, Business Administration, International Business Minor
Mount St. Mary's College 1980 — 1984
Bachelor of Arts (BA), Business Administration
Prudential Financial March 2008 - September 2012
Union Bank September 1994 - March 2008
The Walt Disney Company September 1993 - September 1994
Bank of America April 1988 - April 1993
Sanwa Bank California January 1985 - April 1988
Skills
Mutual Funds, Financial Services, Series 63, Retirement Planning, Insurance, Investments, Series 7, Retirement, Wealth Management, Securities, Life Insurance, Fixed Annuities, Banking, Process Improvement, Relationship Management, 401k, Customer Service, Financial Analysis, Business Analysis, Employee Benefits, Leadership, Analysis, Pensions, Vendor Management, Risk Management, Management
Education
Mount St. Mary's College 1980 — 1984
Bachelor's Degree, Business Administration, International Business Minor
Mount St. Mary's College 1980 — 1984
Bachelor of Arts (BA), Business Administration
Jeanne Corsaro's Union Bank Experience June 2013 - Present
Job Branch Service Manager at Union Bank
Industry Banking
Experience
Union Bank June 2013 - Present
Union Bank June 1996 - June 2013
Education
Mt. San Antonio College
Union Bank June 2013 - Present
Union Bank June 1996 - June 2013
Education
Mt. San Antonio College
Andrew Serrato's Union Bank Experience July 2008 - July 2012
Job Seasoned Accountant and Analyst
Industry Accounting
Experience
MUFG Americas March 2015 - Present
Fireman's Fund Insurance Company July 2012 - April 2015
Union Bank July 2008 - July 2012
Union Bank November 2005 - July 2008
Education
National University 2003 — 2006
Bachelor's Degree
Grossmont College 2000 — 2003
MUFG Americas March 2015 - Present
Fireman's Fund Insurance Company July 2012 - April 2015
Union Bank July 2008 - July 2012
Union Bank November 2005 - July 2008
Education
National University 2003 — 2006
Bachelor's Degree
Grossmont College 2000 — 2003
David Adel's Union Bank Experience
Job Officer at Union Bank
Industry Banking
Experience
Union Bank
Skills
Residential Mortgages, Underwriting, Cross-functional Team..., Credit Risk
Education
National University
Bachelor's degree, Finance
National University
MBA
Union Bank
Skills
Residential Mortgages, Underwriting, Cross-functional Team..., Credit Risk
Education
National University
Bachelor's degree, Finance
National University
MBA