Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Employee
Years
Job
Industry
Erwin Villa Gonzalez Erwin Villa Gonzalez's Union Bank Experience December 2014 - Present
Job Union Bank
Industry Banking
Experience
Union Bank December 2014 - Present
Honda Center/Anaheim Ducks July 2013 - December 2014
World Harvest Church June 2010 - May 2013
Skills
Event Planning, Public Speaking
Education
Ohio Christian University 2013 — 2014
Valor Christian College 2010 — 2013
Leadership in Ministry
Union Bank December 2014 - Present
Honda Center/Anaheim Ducks July 2013 - December 2014
World Harvest Church June 2010 - May 2013
Skills
Event Planning, Public Speaking
Education
Ohio Christian University 2013 — 2014
Valor Christian College 2010 — 2013
Leadership in Ministry
Abbey Flores Abbey Flores's Union Bank Experience June 2011 - August 2012
Job Community Engagement Consultant
Industry Individual & Family Services
Experience
El Buen Samaritano Episcopal Mission August 2013 - August 2014
El Buen Samaritano August 2012 - July 2013
Literacy Coalition of Central Texas 2012 - 2013
Union Bank June 2011 - August 2012
NMSU Christian Challenge August 2008 - June 2009
TeachAll English School August 2007 - August 2008
Skills
Community Outreach, Leadership, Program Management, Research, Teaching, Curriculum Design, Data Analysis, Curriculum Development, Qualitative Research, Cross-functional Team..., Grants, Time Management, Intercultural..., ESL, Project Planning, Budgets, Classroom, Teacher Training, Databases, Nonprofits
Education
Union University 2009 — 2011
Master of Arts (MA), Intercultural Studies
New Mexico State University 2001 — 2005
Bachelor of Arts (BA), Communication Studies
El Buen Samaritano Episcopal Mission August 2013 - August 2014
El Buen Samaritano August 2012 - July 2013
Literacy Coalition of Central Texas 2012 - 2013
Union Bank June 2011 - August 2012
NMSU Christian Challenge August 2008 - June 2009
TeachAll English School August 2007 - August 2008
Skills
Community Outreach, Leadership, Program Management, Research, Teaching, Curriculum Design, Data Analysis, Curriculum Development, Qualitative Research, Cross-functional Team..., Grants, Time Management, Intercultural..., ESL, Project Planning, Budgets, Classroom, Teacher Training, Databases, Nonprofits
Education
Union University 2009 — 2011
Master of Arts (MA), Intercultural Studies
New Mexico State University 2001 — 2005
Bachelor of Arts (BA), Communication Studies
Khaja F. Uddin Khaja F. Uddin's Union Bank Experience May 2005 - December 2007
Job Lead Performance Test Engineer at hpHewlettPackard
Industry Computer Software
Experience
hp-Hewlett-Packard August 2013 - Present
DIRECTV November 2012 - April 2013
Hewlett Packard February 2011 - February 2012
First American Financial Corp August 2009 - November 2010
Sun Microsystem-Oracle Corp. January 2007 - June 2009
Union Bank May 2005 - December 2007
Countrywide; BankOfAmerica March 2004 - August 2005
Skills
Quality Center, Scrum, SQL, Testing, Agile Methodologies, Web Services, SDLC, Quality Assurance, Databases, SOA, Software Quality...
Education
MS In Computer Science, Chicago (USA) 1997 — 1999
Master's Degree, MS in Computer Science
Osmania University
BE, Bachelor Of Engineering
hp-Hewlett-Packard August 2013 - Present
DIRECTV November 2012 - April 2013
Hewlett Packard February 2011 - February 2012
First American Financial Corp August 2009 - November 2010
Sun Microsystem-Oracle Corp. January 2007 - June 2009
Union Bank May 2005 - December 2007
Countrywide; BankOfAmerica March 2004 - August 2005
Skills
Quality Center, Scrum, SQL, Testing, Agile Methodologies, Web Services, SDLC, Quality Assurance, Databases, SOA, Software Quality...
Education
MS In Computer Science, Chicago (USA) 1997 — 1999
Master's Degree, MS in Computer Science
Osmania University
BE, Bachelor Of Engineering
Allen Hashmie Allen Hashmie's Union Bank Experience April 2009 - May 2011
Job VP/ Sr. Relationship Manager
Industry Banking
Experience
Manufacturers Bank August 2011 - Present
Union Bank April 2009 - May 2011
Community South Bank November 2006 - August 2008
Wachovia, A Wells Fargo Company September 2005 - November 2006
Citibank December 2003 - September 2005
Bank of America October 2001 - November 2003
Skills
Loans, Commercial Banking, Portfolio Management, Lines Of Credit, Underwriting, Investments, Financial Risk, Finance, Financial Structuring, Credit Analysis, Small Business Lending, Cash Management, SBA 504, Credit Risk, Treasury Management, Mortgage Lending, Commercial Real Estate, Construction Loans, Business Development, Risk Assessment, Credit Rating, Investment Property..., Credit, Banking, Real Estate, Commercial Lending
Education
Osmania University
Bachelor Of Commerce, Accounting, Mercantile Law, Business Management
Osmania University
Bachelors of Commerce, Accounting and Business/Management
Manufacturers Bank August 2011 - Present
Union Bank April 2009 - May 2011
Community South Bank November 2006 - August 2008
Wachovia, A Wells Fargo Company September 2005 - November 2006
Citibank December 2003 - September 2005
Bank of America October 2001 - November 2003
Skills
Loans, Commercial Banking, Portfolio Management, Lines Of Credit, Underwriting, Investments, Financial Risk, Finance, Financial Structuring, Credit Analysis, Small Business Lending, Cash Management, SBA 504, Credit Risk, Treasury Management, Mortgage Lending, Commercial Real Estate, Construction Loans, Business Development, Risk Assessment, Credit Rating, Investment Property..., Credit, Banking, Real Estate, Commercial Lending
Education
Osmania University
Bachelor Of Commerce, Accounting, Mercantile Law, Business Management
Osmania University
Bachelors of Commerce, Accounting and Business/Management
Leslie Ingle ,MBA Leslie Ingle ,MBA's Union Bank Experience July 2006 - January 2009
Job Accounting Manager at RS Fuel, LLC
Industry Accounting
Experience
RS Fuel, LLC February 2011 - Present
The Home Depot May 2009 - April 2012
Union Bank July 2006 - January 2009
UMB Bank August 2004 - June 2006
MidFirst Bank March 2000 - August 2004
Dillard's Department Store December 1990 - June 2000
Skills
General Ledger, Accounting, Accounts Payable, Account Reconciliation, Invoicing, Financial Analysis, Microsoft Office, Microsoft Excel, GAAP, Cash Management, MBA, PowerPoint, Sales Tax, Excise Tax, Vendor Relations, Cash Flow Forecasting, File Systems, Merchant Services
Education
University of Central Oklahoma
Master, Business Administration; an Accounting emphasis
Oklahoma State University
Bachelor, Business Administration
RS Fuel, LLC February 2011 - Present
The Home Depot May 2009 - April 2012
Union Bank July 2006 - January 2009
UMB Bank August 2004 - June 2006
MidFirst Bank March 2000 - August 2004
Dillard's Department Store December 1990 - June 2000
Skills
General Ledger, Accounting, Accounts Payable, Account Reconciliation, Invoicing, Financial Analysis, Microsoft Office, Microsoft Excel, GAAP, Cash Management, MBA, PowerPoint, Sales Tax, Excise Tax, Vendor Relations, Cash Flow Forecasting, File Systems, Merchant Services
Education
University of Central Oklahoma
Master, Business Administration; an Accounting emphasis
Oklahoma State University
Bachelor, Business Administration
Herbert Ramos Herbert Ramos's Union Bank Experience March 2010 - January 2011
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
MUFG Americas March 2008 - Present
Union Bank March 2010 - January 2011
Union Bank March 2009 - March 2010
Union Bank March 2008 - March 2009
Citibank, N.A. August 2007 - March 2008
Circuit City, Inc August 2001 - June 2007
Stanford University Medical Center June 2006 - July 2006
Skills
Retail Banking, Merchandising, Inventory Control, Consumer Lending, Small Business Lending, Planograms, Finance, Sales, Banking, Financial Services, Lines Of Credit, Branch Banking, Commercial Lending, Credit Cards, Credit Analysis, Mortgage Lending, Commercial Banking, Cross Selling, Deposits, Loan Origination, Customer Service, Cash Management, Mortgage Banking
Education
Ohlone College 2001 — 2005
General Ed
MUFG Americas March 2008 - Present
Union Bank March 2010 - January 2011
Union Bank March 2009 - March 2010
Union Bank March 2008 - March 2009
Citibank, N.A. August 2007 - March 2008
Circuit City, Inc August 2001 - June 2007
Stanford University Medical Center June 2006 - July 2006
Skills
Retail Banking, Merchandising, Inventory Control, Consumer Lending, Small Business Lending, Planograms, Finance, Sales, Banking, Financial Services, Lines Of Credit, Branch Banking, Commercial Lending, Credit Cards, Credit Analysis, Mortgage Lending, Commercial Banking, Cross Selling, Deposits, Loan Origination, Customer Service, Cash Management, Mortgage Banking
Education
Ohlone College 2001 — 2005
General Ed
Pierre Saladin Pierre Saladin's Union Bank Experience March 2004 - March 2007
Job Property Agent at City of San Diego
Industry Transportation/Trucking/Railroad
Experience
City of San Diego April 2015 - Present
San Diego Metropolitan Transit System (MTS) March 2007 - April 2015
Union Bank March 2004 - March 2007
Fairfield Residential March 2002 - March 2004
CoStar Group May 1999 - March 2002
Skills
Leases, Property, Negotiation, Commercial Real Estate, Valuation, Management, Real Estate Financing, Investments, Property Management, Finance, Analysis, Team Leadership, Microsoft Office, Asset Management, Tenant, Asset Managment
Education
National University 2011 — 2013
Masters of Business Administrations, Financial Management
San Diego State University-California State University 1996 — 1999
Bachelor's Degree, Real Estate Finance
USD Real Estate Certificate Program
City of San Diego April 2015 - Present
San Diego Metropolitan Transit System (MTS) March 2007 - April 2015
Union Bank March 2004 - March 2007
Fairfield Residential March 2002 - March 2004
CoStar Group May 1999 - March 2002
Skills
Leases, Property, Negotiation, Commercial Real Estate, Valuation, Management, Real Estate Financing, Investments, Property Management, Finance, Analysis, Team Leadership, Microsoft Office, Asset Management, Tenant, Asset Managment
Education
National University 2011 — 2013
Masters of Business Administrations, Financial Management
San Diego State University-California State University 1996 — 1999
Bachelor's Degree, Real Estate Finance
USD Real Estate Certificate Program
Elaine Macey Elaine Macey's Union Bank Experience July 1989 - December 2009
Job Board Member and Volunteer
Industry Human Resources
Experience
Union Bank Retiree Association 2014 - Present
Porsche Club of America - Golden Gate Region 2012 - Present
Union Bank Retiree Association January 2012 - December 2013
Oakland Heritage Alliance 2010 - 2011
Union Bank July 1989 - December 2009
Skills
Leadership, Leadership Development, Strategic Planning
Education
Northern Illinois University
Master of Arts (M.A.), Education/Teaching of Individuals with Specific Learning Disabilities
Rockford College
Bachelor's degree, Political Science and Government
Union Bank Retiree Association 2014 - Present
Porsche Club of America - Golden Gate Region 2012 - Present
Union Bank Retiree Association January 2012 - December 2013
Oakland Heritage Alliance 2010 - 2011
Union Bank July 1989 - December 2009
Skills
Leadership, Leadership Development, Strategic Planning
Education
Northern Illinois University
Master of Arts (M.A.), Education/Teaching of Individuals with Specific Learning Disabilities
Rockford College
Bachelor's degree, Political Science and Government
Xavier E. Corona Xavier E. Corona's Union Bank Experience August 2012 - September 2014
Job Board Member Corporate Relations at National Society of Hispanic MBA's
Industry Banking
Experience
National Society of Hispanic MBA's August 2014 - Present
Union Bank August 2012 - September 2014
McDonald's Corporation 2011 - 2012
National Society of Hispanic MBAs - Chicago Chapter 2010 - 2011
Flowers Communications Group 2009 - 2011
Smith Barney 2008 - 2009
JPMorgan Chase 2005 - 2008
University of California, San Diego Rady School of Management 2005 - 2005
Wal-Mart Stores, Inc 2004 - 2005
Wal-Mart Stores, Inc 2003 - 2004
Skills
Consumer Insights, Communication Theory, Public Relations, Integrated Marketing, Strategy Development, Segmentation, Marketing Strategy, Spanish, Strategic Planning, Advertising, Market Research, Social Media, Marketing Communications, Social Media Marketing, Promotions, New Business Development, Community Relations, Media Relations, Product Management, Business Strategy, Negotiation, Competitive Analysis, Corporate Communications, International Business, Brand Development, Direct Marketing, Market Planning, Coaching, Strategy, Marketing, Customer Insight, Cross-functional Team..., Community Development, Budgets, Public Speaking, Market Analysis, Program Management, Leadership, Brand Management, Strategic Communications, Management, Entrepreneurship, Analytics, Marketing Research, Analysis, Community Outreach, Sponsorship, Creative Direction, Online Advertising, Social Networking
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Marketing, Strategy and International Business
University of Michigan, Ann Arbor 2001 — 2002
MA Higher, and Postsecondary Administration; Public Policy 2002
University of California, Berkeley 1999 — 2001
BA Honors, Peace and Conflict Studies
University of California, Berkeley 1999 — 2001
BA with Highest Honors, Chicano Studies
Palomar Community College 1995 — 1999
A.A.
University of San Diego School of Business Administration 1993 — 1993
Certificate, International Business
National Society of Hispanic MBA's August 2014 - Present
Union Bank August 2012 - September 2014
McDonald's Corporation 2011 - 2012
National Society of Hispanic MBAs - Chicago Chapter 2010 - 2011
Flowers Communications Group 2009 - 2011
Smith Barney 2008 - 2009
JPMorgan Chase 2005 - 2008
University of California, San Diego Rady School of Management 2005 - 2005
Wal-Mart Stores, Inc 2004 - 2005
Wal-Mart Stores, Inc 2003 - 2004
Skills
Consumer Insights, Communication Theory, Public Relations, Integrated Marketing, Strategy Development, Segmentation, Marketing Strategy, Spanish, Strategic Planning, Advertising, Market Research, Social Media, Marketing Communications, Social Media Marketing, Promotions, New Business Development, Community Relations, Media Relations, Product Management, Business Strategy, Negotiation, Competitive Analysis, Corporate Communications, International Business, Brand Development, Direct Marketing, Market Planning, Coaching, Strategy, Marketing, Customer Insight, Cross-functional Team..., Community Development, Budgets, Public Speaking, Market Analysis, Program Management, Leadership, Brand Management, Strategic Communications, Management, Entrepreneurship, Analytics, Marketing Research, Analysis, Community Outreach, Sponsorship, Creative Direction, Online Advertising, Social Networking
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Marketing, Strategy and International Business
University of Michigan, Ann Arbor 2001 — 2002
MA Higher, and Postsecondary Administration; Public Policy 2002
University of California, Berkeley 1999 — 2001
BA Honors, Peace and Conflict Studies
University of California, Berkeley 1999 — 2001
BA with Highest Honors, Chicano Studies
Palomar Community College 1995 — 1999
A.A.
University of San Diego School of Business Administration 1993 — 1993
Certificate, International Business
Bill Frykman's Union Bank Experience January 1990 - August 1994
Job Mgr, Business and Product Development at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company January 2007 - Present
Ford Motor Credit Company August 2002 - December 2006
Ford Motor Company January 1999 - July 2002
Ford Motor Company September 1996 - December 1998
Union Bank January 1990 - August 1994
Skills
Strategic Planning, Business Development, Automotive, Marketing Strategy, Marketing, Product Marketing, Cross-functional Team..., Strategy, Business Planning, Management, Product Development, Competitive Analysis, Mobile Technology, New Business Development, Product Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing, Finance, and Org. Behavior
University of California, Los Angeles 1985 — 1989
BA, Economics
Ford Motor Company January 2007 - Present
Ford Motor Credit Company August 2002 - December 2006
Ford Motor Company January 1999 - July 2002
Ford Motor Company September 1996 - December 1998
Union Bank January 1990 - August 1994
Skills
Strategic Planning, Business Development, Automotive, Marketing Strategy, Marketing, Product Marketing, Cross-functional Team..., Strategy, Business Planning, Management, Product Development, Competitive Analysis, Mobile Technology, New Business Development, Product Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing, Finance, and Org. Behavior
University of California, Los Angeles 1985 — 1989
BA, Economics
Phyllis Knox Phyllis Knox's Union Bank Experience October 1987 - October 1997
Job Designer at Hearts 4 Hope Designs/www.bwots.com
Industry Design
Experience
Hearts 4 Hope Designs May 2007 - Present
Union Bank October 1987 - October 1997
Skills
Handcrafted Jewelry..., Quickbooks &..., Sales, PC and iMac Skilled
Education
Oregon State University
Hearts 4 Hope Designs May 2007 - Present
Union Bank October 1987 - October 1997
Skills
Handcrafted Jewelry..., Quickbooks &..., Sales, PC and iMac Skilled
Education
Oregon State University
Nikhil Chowdhury Nikhil Chowdhury's Union Bank Experience September 2012 - June 2013
Job Principal Engineer at CareFusion
Industry Information Technology and Services
Experience
CareFusion July 2015 - Present
PCM November 2013 - July 2015
St. Joseph Health June 2013 - November 2013
Union Bank September 2012 - June 2013
Sheridan Healthcorp September 2011 - September 2012
Wells Fargo 2010 - 2011
Skills
Data Warehousing, SSIS, Microsoft SQL Server, SQL, Agile Methodologies, Business Intelligence, ETL, SSRS, Data Modeling, T-SQL, PL/SQL, SDLC, Oracle, Databases, Requirements Gathering, Database Design
Education
New Jersey Institute of Technology 2007 — 2008
Master's degree, Computer Science
Rajendra Mane College of Engineering and Technology 2002 — 2005
Bachelors in Information Technology
Sardar Vallabh Bhai Patel Polytechnic. 1999 — 2002
Diploma in Computer Engineering
St Annes High School 1987 — 1999
High School
CareFusion July 2015 - Present
PCM November 2013 - July 2015
St. Joseph Health June 2013 - November 2013
Union Bank September 2012 - June 2013
Sheridan Healthcorp September 2011 - September 2012
Wells Fargo 2010 - 2011
Skills
Data Warehousing, SSIS, Microsoft SQL Server, SQL, Agile Methodologies, Business Intelligence, ETL, SSRS, Data Modeling, T-SQL, PL/SQL, SDLC, Oracle, Databases, Requirements Gathering, Database Design
Education
New Jersey Institute of Technology 2007 — 2008
Master's degree, Computer Science
Rajendra Mane College of Engineering and Technology 2002 — 2005
Bachelors in Information Technology
Sardar Vallabh Bhai Patel Polytechnic. 1999 — 2002
Diploma in Computer Engineering
St Annes High School 1987 — 1999
High School
Kelly Gillfillan Kelly Gillfillan's Union Bank Experience August 2013 - Present
Job Risk Management Business Analyst at Union Bank
Industry Banking
Experience
Union Bank August 2013 - Present
Union Bank June 2012 - September 2012
Bank of America Merrill Lynch March 2012 - June 2012
Education
Northwestern University 2009 — 2013
Bachelor’s Degree, History
Union Bank August 2013 - Present
Union Bank June 2012 - September 2012
Bank of America Merrill Lynch March 2012 - June 2012
Education
Northwestern University 2009 — 2013
Bachelor’s Degree, History
Del Rudeen Del Rudeen's Union Bank Experience February 2008 - Present
Job Senior Trust Officer at Union Bank
Industry Banking
Experience
Union Bank February 2008 - Present
Wells Fargo Advisors July 2004 - December 2007
Northern Trust July 1990 - July 2004
Skills
Certified Trust...
Education
Thunderbird School of Global Management 1981 — 1983
Master of Business Administration (MBA), International Business
North Park University 1975 — 1979
Bachelor's degree, Biology & Psychology
Union Bank February 2008 - Present
Wells Fargo Advisors July 2004 - December 2007
Northern Trust July 1990 - July 2004
Skills
Certified Trust...
Education
Thunderbird School of Global Management 1981 — 1983
Master of Business Administration (MBA), International Business
North Park University 1975 — 1979
Bachelor's degree, Biology & Psychology
Lou Barron Melendez, CIR Lou Barron Melendez, CIR's Union Bank Experience 1990 - 1991
Job Talent Acquisition, Employment Branding, Digital Media ProfessionalOpen to new opportunities
Industry Hospital & Health Care
Experience
Year Up May 2013 - Present
Dignity Health April 2014 - February 2015
RecruitLoop October 2013 - March 2014
Kaiser Permanente 2005 - March 2013
Kaiser Permanente 2000 - March 2013
Kaiser Permanente 1997 - 2000
California Institute of Technology February 1999 - November 1999
Kaiser Permanente 1991 - 1997
Union Bank 1990 - 1991
Rockwell International 1987 - 1990
Skills
Building Relationships, Idea Generation, Engagement, Social Networking, Nursing, Storytelling, Certified LinkedIn..., Social Network..., Stereotype Smasher, Barrier Breaker, HCSM, Healthcare Communication, Strategy Development, Twitter, Facebook, Allied Health, Social Media, Team Building, Video, Creativity, Social Recruiting, Innovation, Problem Solving, Talent Acquisition, Health Communication, Project Planning, Recruiting, LinkedIn, Metrics, Sourcing, Analytics, Human Resources, Employee Training, Online Social Networking, Strategy, Management, Healthcare, Talent Management, Program Management, Leadership, College Recruiting, Hiring, Workforce Planning, Interviews, Internet Recruiting, Employer Branding, Consulting, Networking, New Hire Orientations, Healthcare Information...
Education
Oklahoma State University 1981 — 1986
BS, Business Management, Minor in Marketing
Year Up May 2013 - Present
Dignity Health April 2014 - February 2015
RecruitLoop October 2013 - March 2014
Kaiser Permanente 2005 - March 2013
Kaiser Permanente 2000 - March 2013
Kaiser Permanente 1997 - 2000
California Institute of Technology February 1999 - November 1999
Kaiser Permanente 1991 - 1997
Union Bank 1990 - 1991
Rockwell International 1987 - 1990
Skills
Building Relationships, Idea Generation, Engagement, Social Networking, Nursing, Storytelling, Certified LinkedIn..., Social Network..., Stereotype Smasher, Barrier Breaker, HCSM, Healthcare Communication, Strategy Development, Twitter, Facebook, Allied Health, Social Media, Team Building, Video, Creativity, Social Recruiting, Innovation, Problem Solving, Talent Acquisition, Health Communication, Project Planning, Recruiting, LinkedIn, Metrics, Sourcing, Analytics, Human Resources, Employee Training, Online Social Networking, Strategy, Management, Healthcare, Talent Management, Program Management, Leadership, College Recruiting, Hiring, Workforce Planning, Interviews, Internet Recruiting, Employer Branding, Consulting, Networking, New Hire Orientations, Healthcare Information...
Education
Oklahoma State University 1981 — 1986
BS, Business Management, Minor in Marketing
Faranak Firozan, CAMS's Union Bank Experience August 2010 - April 2014
Job AML/BSA Financial Investigator at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Union Bank August 2010 - April 2014
ICon Professional Services December 2007 - 2009
Water & Power Resource Development Co September 2002 - September 2007
Skills
AML, Bank Secrecy Act, Analysis, Databases, SQL, Fraud, Management, Anti Money Laundering, OFAC, Risk Management, KYC, Investigation, USA PATRIOT Act, Compliance, Quality Assurance, Agile Methodologies, Leadership, Operational Risk, Quantitative and...
Education
Notre Dame de Namur University 2013 — 2016
Master of Business Administration (M.B.A.), Business Management Services
Ucsc extension silicon valley 2009 — 2009
N/A, Database systems certificate
Shahid Beheshti University 1998 — 2001
Bachelor of Science (B.S.), Computer Software Engineering
First Republic Bank April 2014 - Present
Union Bank August 2010 - April 2014
ICon Professional Services December 2007 - 2009
Water & Power Resource Development Co September 2002 - September 2007
Skills
AML, Bank Secrecy Act, Analysis, Databases, SQL, Fraud, Management, Anti Money Laundering, OFAC, Risk Management, KYC, Investigation, USA PATRIOT Act, Compliance, Quality Assurance, Agile Methodologies, Leadership, Operational Risk, Quantitative and...
Education
Notre Dame de Namur University 2013 — 2016
Master of Business Administration (M.B.A.), Business Management Services
Ucsc extension silicon valley 2009 — 2009
N/A, Database systems certificate
Shahid Beheshti University 1998 — 2001
Bachelor of Science (B.S.), Computer Software Engineering
Jasmine Johnson-Chestnut, MBA Jasmine Johnson-Chestnut, MBA's Union Bank Experience July 2015 - Present
Job Control Control Operations Analyst at Union Bank
Industry Financial Services
Experience
Union Bank July 2015 - Present
Plaza Home Mortgage October 2014 - July 2015
Wells Fargo November 2012 - July 2014
IBM-Seterus July 2010 - October 2012
RANSTAD / WELLS FARGO HOME MORTGAGE January 2010 - June 2010
ROBERT HALF INTERNATIONAL / WELLS FARGO HOME MORTGAGE June 2009 - August 2009
BAGWELL HOLT SMITH JONES February 2008 - May 2009
AEROTEK / WELLS FARGO HOME MORTGAGE August 2007 - February 2008
Skills
Loss Mitigation, Mortgage Lending, Credit, Loan Servicing, Underwriting, Real Estate, Bankruptcy, Banking, Mortgage Servicing, Loan Modifications, Analysis, Due Diligence, Mortgage Banking, Foreclosures, Customer Satisfaction, Process Improvement, FHA, Credit Analysis, Insurance, Financial Analysis, Commercial Mortgages, Customer Service, Quality Assurance, Risk Management, Regulatory Compliance
Education
University of Phoenix 2010 — 2011
Master of Business Administration, 2011, 3.7
North Carolina Central University 2004 — 2006
Dual Bachelor of Art Degrees, Political Science and History
Union Bank July 2015 - Present
Plaza Home Mortgage October 2014 - July 2015
Wells Fargo November 2012 - July 2014
IBM-Seterus July 2010 - October 2012
RANSTAD / WELLS FARGO HOME MORTGAGE January 2010 - June 2010
ROBERT HALF INTERNATIONAL / WELLS FARGO HOME MORTGAGE June 2009 - August 2009
BAGWELL HOLT SMITH JONES February 2008 - May 2009
AEROTEK / WELLS FARGO HOME MORTGAGE August 2007 - February 2008
Skills
Loss Mitigation, Mortgage Lending, Credit, Loan Servicing, Underwriting, Real Estate, Bankruptcy, Banking, Mortgage Servicing, Loan Modifications, Analysis, Due Diligence, Mortgage Banking, Foreclosures, Customer Satisfaction, Process Improvement, FHA, Credit Analysis, Insurance, Financial Analysis, Commercial Mortgages, Customer Service, Quality Assurance, Risk Management, Regulatory Compliance
Education
University of Phoenix 2010 — 2011
Master of Business Administration, 2011, 3.7
North Carolina Central University 2004 — 2006
Dual Bachelor of Art Degrees, Political Science and History
Marvelous Mark Jepsen Marvelous Mark Jepsen's Union Bank Experience December 2006 - April 2010
Job Vice President B&M Grays Harbor Property
Industry Real Estate
Experience
B&M GRAYS HARBOR PROPERTIES 2011 - Present
PepsiCo May 2014 - June 2015
Banners Across California June 2004 - October 2011
Dreyer's Grand Ice Cream July 2010 - October 2010
Reply.com April 2010 - July 2010
Union Bank December 2006 - April 2010
CHEAPER April 2003 - May 2004
Big B lumberteria September 2000 - April 2003
RadioShack June 1987 - August 2000
Union Bank January 1984 - January 1986
Skills
Sales, Retail, Selling, Real Estate, Banking, Customer Service, Customer Satisfaction, Hardware, Troubleshooting, Purchasing, Sales Operations, Business Development, Team Building, Leadership, Sales Management, Marketing, Budgets, Management, Residential Homes, Investment Properties, Contract Negotiation, Negotiation
Education
Ohlone College 1984 — 2010
Radio Broadcasting
Heald Institute 1987 — 1988
Industrial Electronics Technology/Technician
Alameda High School 1979 — 1983
diploma, basic
B&M GRAYS HARBOR PROPERTIES 2011 - Present
PepsiCo May 2014 - June 2015
Banners Across California June 2004 - October 2011
Dreyer's Grand Ice Cream July 2010 - October 2010
Reply.com April 2010 - July 2010
Union Bank December 2006 - April 2010
CHEAPER April 2003 - May 2004
Big B lumberteria September 2000 - April 2003
RadioShack June 1987 - August 2000
Union Bank January 1984 - January 1986
Skills
Sales, Retail, Selling, Real Estate, Banking, Customer Service, Customer Satisfaction, Hardware, Troubleshooting, Purchasing, Sales Operations, Business Development, Team Building, Leadership, Sales Management, Marketing, Budgets, Management, Residential Homes, Investment Properties, Contract Negotiation, Negotiation
Education
Ohlone College 1984 — 2010
Radio Broadcasting
Heald Institute 1987 — 1988
Industrial Electronics Technology/Technician
Alameda High School 1979 — 1983
diploma, basic
Margaret Gonzalez Margaret Gonzalez's Union Bank Experience 2008 - Present
Job Senior Commercial Loan Administrator at Union Bank
Industry Banking
Experience
Union Bank 2008 - Present
Quaker City Bank January 1991 - December 2007
Skills
Finance, Credit, Commercial Mortgages, Commercial Banking, Underwriting, Portfolio Management, Negotiation, Banking, Funding, Loans, Auditing, Credit Analysis, Loan Origination, Mortgage Lending, Refinance
Education
Northwest College 1985 — 1987
Dental, Dental Hygienist
Union Bank 2008 - Present
Quaker City Bank January 1991 - December 2007
Skills
Finance, Credit, Commercial Mortgages, Commercial Banking, Underwriting, Portfolio Management, Negotiation, Banking, Funding, Loans, Auditing, Credit Analysis, Loan Origination, Mortgage Lending, Refinance
Education
Northwest College 1985 — 1987
Dental, Dental Hygienist
Brenda Morra Brenda Morra's Union Bank Experience February 2013 - June 2013
Job at Better Homes and Gardens Real Estate Gary Greene
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Gary Greene November 2013 - Present
Realty ONE Group 2013 - Present
Century 21 Earnest Realty January 2012 - July 2013
Union Bank February 2013 - June 2013
Rodeo Realty, Inc. 2007 - 2011
Countrywide Financial Corporation April 2007 - March 2009
Genworth Financial (formerly GE Financial Assurance) July 2004 - March 2007
Kos Pharmaceuticals February 1998 - November 2003
Skills
Process Improvement, Budgets, Forecasting, Change Management, Six Sigma, Project Management, Financial Analysis, Mergers, Cross-functional Team..., Strategic Planning, Accounting, Microsoft Excel, Team Building, Financial Modeling, Financial Risk, Financial Reporting, Cognos, US GAAP, PowerPoint, Consolidation, Negotiation, Leadership, New Business Development, Business Process..., Real Estate, Management, Investment Properties, Mergers & Acquisitions, Analysis, Risk Management, Finance, Marketing, Program Management, Business Planning, Contract Negotiation, Selling, Investments
Education
Nova Southeastern University 1998 — 1999
MBA, Business Administration
University of Miami - School of Business 1993 — 1996
Bachelor of Business Administration (BBA), Legal Studies
Better Homes and Gardens Real Estate Gary Greene November 2013 - Present
Realty ONE Group 2013 - Present
Century 21 Earnest Realty January 2012 - July 2013
Union Bank February 2013 - June 2013
Rodeo Realty, Inc. 2007 - 2011
Countrywide Financial Corporation April 2007 - March 2009
Genworth Financial (formerly GE Financial Assurance) July 2004 - March 2007
Kos Pharmaceuticals February 1998 - November 2003
Skills
Process Improvement, Budgets, Forecasting, Change Management, Six Sigma, Project Management, Financial Analysis, Mergers, Cross-functional Team..., Strategic Planning, Accounting, Microsoft Excel, Team Building, Financial Modeling, Financial Risk, Financial Reporting, Cognos, US GAAP, PowerPoint, Consolidation, Negotiation, Leadership, New Business Development, Business Process..., Real Estate, Management, Investment Properties, Mergers & Acquisitions, Analysis, Risk Management, Finance, Marketing, Program Management, Business Planning, Contract Negotiation, Selling, Investments
Education
Nova Southeastern University 1998 — 1999
MBA, Business Administration
University of Miami - School of Business 1993 — 1996
Bachelor of Business Administration (BBA), Legal Studies
David Korch David Korch's Union Bank Experience January 2012 - April 2015
Job Pacific NW Mortgage Expert Helping Realtors to Grow there Business
Industry Financial Services
Experience
Primary Residential Mortgage May 2015 - Present
Union Bank January 2012 - April 2015
Metlife Home Loans April 2009 - January 2012
Countrywide Home Loans February 2004 - March 2009
Seattle Mortgage April 1995 - March 2004
Skills
Realtors clock hour..., Mortgage, Loans, Real Estate, Home, Mortgage Lending, FHA, VA, Refinance, Credit, Sales Management, Mortgage Planning, FHA financing, Mortgage Banking, Investment Properties, Conventional, Underwriting, Reverse Mortgages, Loan Origination, Mortgage Industry, Negotiation, Construction Loans, Single Family Homes, Investors, Sellers, Foreclosures, Residential Homes, Residential Mortgages, USDA, Finance, Government Loans, Real Estate Financing, Commercial Mortgages, Mortgage Underwriting, Home Equity Lines of..., VA loans, Loss Mitigation, Commercial Lending, Mortgage Marketing, First Time Home Buyers, Credit Analysis, REO, Short Sales, Lines Of Credit, Investments, VA Loans, FHA Financing
Education
North Seattle Community College 1974 — 1976
Business, Business, Real Estate
University of Washington, Michael G. Foster School of Business 1973 — 1975
Bachelor of Business, Real Estate
Primary Residential Mortgage May 2015 - Present
Union Bank January 2012 - April 2015
Metlife Home Loans April 2009 - January 2012
Countrywide Home Loans February 2004 - March 2009
Seattle Mortgage April 1995 - March 2004
Skills
Realtors clock hour..., Mortgage, Loans, Real Estate, Home, Mortgage Lending, FHA, VA, Refinance, Credit, Sales Management, Mortgage Planning, FHA financing, Mortgage Banking, Investment Properties, Conventional, Underwriting, Reverse Mortgages, Loan Origination, Mortgage Industry, Negotiation, Construction Loans, Single Family Homes, Investors, Sellers, Foreclosures, Residential Homes, Residential Mortgages, USDA, Finance, Government Loans, Real Estate Financing, Commercial Mortgages, Mortgage Underwriting, Home Equity Lines of..., VA loans, Loss Mitigation, Commercial Lending, Mortgage Marketing, First Time Home Buyers, Credit Analysis, REO, Short Sales, Lines Of Credit, Investments, VA Loans, FHA Financing
Education
North Seattle Community College 1974 — 1976
Business, Business, Real Estate
University of Washington, Michael G. Foster School of Business 1973 — 1975
Bachelor of Business, Real Estate
Rachel Birrell's Union Bank Experience January 2015 - Present
Job Put your money where your DREAMS are, not down the drain. I can help with all your banking needs.
Industry Banking
Experience
Union Bank January 2015 - Present
Eastside Excellence BNI October 2014 - Present
Union Bank December 2011 - Present
Bank of America April 2004 - December 2011
Skills
Banking, Small Business Lending, Credit, Loans, Retail Banking, Lines Of Credit, Consumer Lending, Leadership, Mortgage Lending
Education
Northwest University 2000 — 2004
Intercultural Communications, Intercultural Communications
Superior Senior High School 1996 — 2000
9-12
Union Bank January 2015 - Present
Eastside Excellence BNI October 2014 - Present
Union Bank December 2011 - Present
Bank of America April 2004 - December 2011
Skills
Banking, Small Business Lending, Credit, Loans, Retail Banking, Lines Of Credit, Consumer Lending, Leadership, Mortgage Lending
Education
Northwest University 2000 — 2004
Intercultural Communications, Intercultural Communications
Superior Senior High School 1996 — 2000
9-12
Cynthia Varnell Cynthia Varnell's Union Bank Experience August 1993 - December 2006
Job Marketing & Public Relations Manager, HR Assistant
Industry Automotive
Experience
Gustafson Brothers Inc January 2007 - Present
Union Bank August 1993 - December 2006
Skills
Manage Multi-phone..., Staff Training, Social Media, Management, Sales, Coaching, Training, Social Media Marketing, Automotive, Customer Service
Education
Orange Coast College 1993 — 1995
Certificate, Dental Assisting
Gustafson Brothers Inc January 2007 - Present
Union Bank August 1993 - December 2006
Skills
Manage Multi-phone..., Staff Training, Social Media, Management, Sales, Coaching, Training, Social Media Marketing, Automotive, Customer Service
Education
Orange Coast College 1993 — 1995
Certificate, Dental Assisting
Fabian Alejandro Rodriguez, Ph.D. Fabian Alejandro Rodriguez, Ph.D.'s Union Bank Experience January 2013 - December 2014
Job COO at TC Varela
Industry Financial Services
Experience
TC Varela December 2014 - Present
Union Bank January 2013 - December 2014
Misys Banking Systems March 2010 - June 2012
Misys Banking Systems June 2007 - June 2012
Pace University January 2008 - May 2008
New York University September 2002 - June 2007
Universidad de Buenos Aires March 1999 - September 2002
Skills
VBA, Fixed Income, Capital Markets, Options, Risk Management, Quantitative Finance, Matlab, Business Analysis, Financial Analysis, SQL, C#, C++, Financial Engineering, Credit Risk Modelling, Mathematica, Bilingual-Spanish, Risk Mitigation, Client Relationship..., Communication, Opics Risk Plus, Opics Plus, Fortrain 77/95, UNIX Shells, MS Office, Research and Analysis, Training and Development, Options Pricing, Swaps, Bloomberg Terminal, Endur, Reuters Electronic..., Java
Education
Universidad de Buenos Aires / UBA 2011 — 2012
Posgraduate Course, Capital Markets
New York University 2002 — 2007
Doctor of Philosophy (PhD), Physical Chemistry
Universidad de Buenos Aires / UBA 1996 — 2002
Licentiate degree, Physics, 8.72
University of Buenos Aires
Doctor of Medicine (M.D.), Medicine
TC Varela December 2014 - Present
Union Bank January 2013 - December 2014
Misys Banking Systems March 2010 - June 2012
Misys Banking Systems June 2007 - June 2012
Pace University January 2008 - May 2008
New York University September 2002 - June 2007
Universidad de Buenos Aires March 1999 - September 2002
Skills
VBA, Fixed Income, Capital Markets, Options, Risk Management, Quantitative Finance, Matlab, Business Analysis, Financial Analysis, SQL, C#, C++, Financial Engineering, Credit Risk Modelling, Mathematica, Bilingual-Spanish, Risk Mitigation, Client Relationship..., Communication, Opics Risk Plus, Opics Plus, Fortrain 77/95, UNIX Shells, MS Office, Research and Analysis, Training and Development, Options Pricing, Swaps, Bloomberg Terminal, Endur, Reuters Electronic..., Java
Education
Universidad de Buenos Aires / UBA 2011 — 2012
Posgraduate Course, Capital Markets
New York University 2002 — 2007
Doctor of Philosophy (PhD), Physical Chemistry
Universidad de Buenos Aires / UBA 1996 — 2002
Licentiate degree, Physics, 8.72
University of Buenos Aires
Doctor of Medicine (M.D.), Medicine
Elizabeth Arnett Elizabeth Arnett's Union Bank Experience 1992 - 1998
Job Real Estate, Finance, Design, Management
Industry Real Estate
Experience
Cynthia Bennett & Associates January 2014 - November 2014
Fortis Green Design September 2011 - January 2014
Independent Consultant 1998 - 2000
Union Bank 1992 - 1998
First Interstate Bank, Los Angeles 1988 - 1992
First Interstate Mortgage Company 1986 - 1988
Skills
Real Estate, Finance, Marketing, Commercial Real Estate, Residential Homes, Asset Management, Sales, Marketing Strategy, Portfolio Management, Loans, REO, Brand Development, Management, Foreclosures, Design, Product Marketing, Garden Design, Strategic Planning, Retail, Project Management
Education
Occidental College 1983 — 1986
Bachelor of Arts (BA), Economics
Pepperdine University 1982 — 1983
Business Administration and Management, General
Cynthia Bennett & Associates January 2014 - November 2014
Fortis Green Design September 2011 - January 2014
Independent Consultant 1998 - 2000
Union Bank 1992 - 1998
First Interstate Bank, Los Angeles 1988 - 1992
First Interstate Mortgage Company 1986 - 1988
Skills
Real Estate, Finance, Marketing, Commercial Real Estate, Residential Homes, Asset Management, Sales, Marketing Strategy, Portfolio Management, Loans, REO, Brand Development, Management, Foreclosures, Design, Product Marketing, Garden Design, Strategic Planning, Retail, Project Management
Education
Occidental College 1983 — 1986
Bachelor of Arts (BA), Economics
Pepperdine University 1982 — 1983
Business Administration and Management, General
Jackie Mayhan Jackie Mayhan's Union Bank Experience August 2014 - Present
Job Director Total Rewards at Union Bank
Industry Human Resources
Experience
Union Bank August 2014 - Present
Bank of the West February 2007 - July 2014
Bank of the West March 2006 - January 2007
Washington Mutual 2005 - 2006
Washington Mutual 2004 - 2005
Toshiba America Medical Systems 2001 - 2004
Toshiba America Medical Systems 1999 - 2001
Toshiba America Medical Systems 1998 - 1999
Skills
Deferred Compensation, Onboarding, HRIS, Incentive Programs, Executive Pay, Benefits Administration, Talent Management, Salary, Human Resources, Workforce Planning, Compensation & Benefit
Education
Orange Coast College 1993 — 1996
Business Administration and Management, General
Union Bank August 2014 - Present
Bank of the West February 2007 - July 2014
Bank of the West March 2006 - January 2007
Washington Mutual 2005 - 2006
Washington Mutual 2004 - 2005
Toshiba America Medical Systems 2001 - 2004
Toshiba America Medical Systems 1999 - 2001
Toshiba America Medical Systems 1998 - 1999
Skills
Deferred Compensation, Onboarding, HRIS, Incentive Programs, Executive Pay, Benefits Administration, Talent Management, Salary, Human Resources, Workforce Planning, Compensation & Benefit
Education
Orange Coast College 1993 — 1996
Business Administration and Management, General
Catherine Newman Catherine Newman's Union Bank Experience January 2011 - October 2012
Job Operations Manager at Seven Stars Industries, Inc.
Industry Banking
Experience
Seven Stars Industries, Inc. May 2014 - Present
Union Bank January 2011 - October 2012
JPMorgan Chase August 2010 - January 2011
Countrywide Bank May 2007 - February 2009
Wells Fargo August 2002 - November 2006
U.S. Bank November 1994 - August 2002
Skills
Banking, Loans, Commercial Banking, Credit, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Small Business Lending, Consumer Lending, Credit Risk, Portfolio Management, Relationship Management, Loan Origination, Risk Management, Mortgage Banking, Cross Selling, Credit Cards, Financial Risk, Cash Management, Financial Analysis, Branch Banking, Investments, Finance, Treasury Management, Sales, Branch Management
Education
Seattle Prep
North Seattle Community College
Seven Stars Industries, Inc. May 2014 - Present
Union Bank January 2011 - October 2012
JPMorgan Chase August 2010 - January 2011
Countrywide Bank May 2007 - February 2009
Wells Fargo August 2002 - November 2006
U.S. Bank November 1994 - August 2002
Skills
Banking, Loans, Commercial Banking, Credit, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Small Business Lending, Consumer Lending, Credit Risk, Portfolio Management, Relationship Management, Loan Origination, Risk Management, Mortgage Banking, Cross Selling, Credit Cards, Financial Risk, Cash Management, Financial Analysis, Branch Banking, Investments, Finance, Treasury Management, Sales, Branch Management
Education
Seattle Prep
North Seattle Community College
Lorenzo Frazier Lorenzo Frazier's Union Bank Experience January 1998 - December 2003
Job Owner/Operator at BodyFIXX Total Wellness
Industry Health, Wellness and Fitness
Experience
BodyFIXX Total Wellness June 2014 - Present
Massage By Enzo July 2012 - May 2014
Starbucks January 2011 - June 2012
Keller Williams Realty December 2009 - December 2011
Pacific Life & Annuity Co January 2006 - February 2009
Blade Magazine 2003 - 2009
FIXX Restaurant & Cafe February 2004 - October 2005
Union Bank January 1998 - December 2003
Skills
Therapeutic Massage, Deep Tissue Massage, Chair Massage, Nutritional Counseling, Personal Training, HIPAA, Training, Customer Service, Team Building, Budgets, Negotiation, Employee Training, Management, Program Management, Advertising, Customer Satisfaction, Software Documentation, Call Centers, Team Leadership, Online Advertising, Team Management, Strategy, Time Management, Analysis, Cpr Certified, AED Certified
Education
CNI College 2013 — 2014
Advanced Massage Therapy, Massage Therapy/Therapeutic Massage
Orange Coast College 1986 — 1988
General Education, Marine Biology and Biological Oceanography, 3.6
BodyFIXX Total Wellness June 2014 - Present
Massage By Enzo July 2012 - May 2014
Starbucks January 2011 - June 2012
Keller Williams Realty December 2009 - December 2011
Pacific Life & Annuity Co January 2006 - February 2009
Blade Magazine 2003 - 2009
FIXX Restaurant & Cafe February 2004 - October 2005
Union Bank January 1998 - December 2003
Skills
Therapeutic Massage, Deep Tissue Massage, Chair Massage, Nutritional Counseling, Personal Training, HIPAA, Training, Customer Service, Team Building, Budgets, Negotiation, Employee Training, Management, Program Management, Advertising, Customer Satisfaction, Software Documentation, Call Centers, Team Leadership, Online Advertising, Team Management, Strategy, Time Management, Analysis, Cpr Certified, AED Certified
Education
CNI College 2013 — 2014
Advanced Massage Therapy, Massage Therapy/Therapeutic Massage
Orange Coast College 1986 — 1988
General Education, Marine Biology and Biological Oceanography, 3.6
David Herbison, CTP David Herbison, CTP's Union Bank Experience July 2015 - Present
Job Product Strategist Director at Union Bank
Industry Banking
Experience
Union Bank July 2015 - Present
Unbound (nonprofit) April 2014 - Present
Umpqua Bank August 2013 - June 2014
Sterling Bank August 2005 - August 2013
Digital Insight / Intuit August 2003 - July 2005
Washington Mutual Bank 2001 - June 2003
Washington Mutual Bank 1997 - 2001
US Bank 1996 - 1997
U.S. Bank 1992 - 1996
U.S. Bank 1992 - 1996
Skills
Banking, Commercial Banking, Treasury Management, Credit, Payments, Portfolio Management, Product Management, ACH, Cash Management, Electronic Payments, Financial Services, Loans, Strategic Planning, Strategy, Business Strategy, Vendor Management, Small Business, Marketing, Marketing Strategy, Product Marketing, Market Research, Innovation, Customer Experience, Mobile Banking, Channel Strategy, Remote Deposit Capture, Deposit Growth, ALCO, Risk Management, International Trade, Correspondent Banking, Foreign Exchange, CRM, CRM Integration, Leadership, Leadership Development, Technology Integration
Education
Oregon State University 1980 — 1984
Bachelor of Arts (B.A.), Business Administration
L'Ecole Superieure de Commerce, Sierre, Switzerland 1979 — 1980
Business/Commerce, General
Portland State University
Business Administration and Management, General
Union Bank July 2015 - Present
Unbound (nonprofit) April 2014 - Present
Umpqua Bank August 2013 - June 2014
Sterling Bank August 2005 - August 2013
Digital Insight / Intuit August 2003 - July 2005
Washington Mutual Bank 2001 - June 2003
Washington Mutual Bank 1997 - 2001
US Bank 1996 - 1997
U.S. Bank 1992 - 1996
U.S. Bank 1992 - 1996
Skills
Banking, Commercial Banking, Treasury Management, Credit, Payments, Portfolio Management, Product Management, ACH, Cash Management, Electronic Payments, Financial Services, Loans, Strategic Planning, Strategy, Business Strategy, Vendor Management, Small Business, Marketing, Marketing Strategy, Product Marketing, Market Research, Innovation, Customer Experience, Mobile Banking, Channel Strategy, Remote Deposit Capture, Deposit Growth, ALCO, Risk Management, International Trade, Correspondent Banking, Foreign Exchange, CRM, CRM Integration, Leadership, Leadership Development, Technology Integration
Education
Oregon State University 1980 — 1984
Bachelor of Arts (B.A.), Business Administration
L'Ecole Superieure de Commerce, Sierre, Switzerland 1979 — 1980
Business/Commerce, General
Portland State University
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
William Kaser William Kaser's Union Bank Experience May 2009 - May 2013
Job Managing Director, Information Technology at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Union Bank, N.A. May 2013 - Present
Union Bank May 2009 - May 2013
E*TRADE Financial September 2006 - May 2009
SunTrust Bank December 2003 - September 2006
The Home Depot January 2002 - October 2003
American International Group December 1999 - January 2002
Fidelity Investments October 1993 - December 1999
CBS Personnel August 1992 - October 1993
GE Capital August 1991 - August 1992
Skills
Program Management, Strategic Planning, Customer Service, Technology Management, IT Transformation, Vendor Management, Process Improvement, Change Management, Banking, Project Management, Call Center, Business Analysis, Business Process..., Risk Management, Operations Management, Call Centers
Education
University of Phoenix 2004 — 2005
MBA, Technology Management
Ohio University 1987 — 1991
BA, International Studies
MUFG Union Bank, N.A. May 2013 - Present
Union Bank May 2009 - May 2013
E*TRADE Financial September 2006 - May 2009
SunTrust Bank December 2003 - September 2006
The Home Depot January 2002 - October 2003
American International Group December 1999 - January 2002
Fidelity Investments October 1993 - December 1999
CBS Personnel August 1992 - October 1993
GE Capital August 1991 - August 1992
Skills
Program Management, Strategic Planning, Customer Service, Technology Management, IT Transformation, Vendor Management, Process Improvement, Change Management, Banking, Project Management, Call Center, Business Analysis, Business Process..., Risk Management, Operations Management, Call Centers
Education
University of Phoenix 2004 — 2005
MBA, Technology Management
Ohio University 1987 — 1991
BA, International Studies
William Beltz William Beltz's Union Bank Experience July 2006 - Present
Job Vice President / Division Operations Officer at Union Bank
Industry Banking
Experience
Union Bank July 2006 - Present
Citibank January 2003 - July 2006
Bank of America January 1998 - January 2003
Skills
Loans, Banking, Retail Banking, Sales Management, Sales, Relationship Management, Team Building, Risk Management
Education
National University
Bachelor of Science (BS), Organizational Leadership
National University 2013 — 2014
Master of Arts (MA), Human Resource Management
Union Bank July 2006 - Present
Citibank January 2003 - July 2006
Bank of America January 1998 - January 2003
Skills
Loans, Banking, Retail Banking, Sales Management, Sales, Relationship Management, Team Building, Risk Management
Education
National University
Bachelor of Science (BS), Organizational Leadership
National University 2013 — 2014
Master of Arts (MA), Human Resource Management
David Kerns David Kerns's Union Bank Experience January 2010 - June 2011
Job Vice President, Audit Manager CCAR / DFAST / ICAAP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
AIG United Guaranty June 2011 - July 2013
Union Bank January 2010 - June 2011
PMI Mortgage Insurance Co. June 2007 - May 2009
Countrywide Financial Corp July 2006 - June 2007
Fifth Third Bank August 2004 - July 2006
Federal Reserve Board January 2001 - August 2004
Capital One January 1999 - January 2001
KeyCorp February 1991 - January 1999
Skills
Market Risk, Credit, Basel II, Risk Management, Liquidity Risk, Finance, Credit Risk, Enterprise Risk..., Treasury Management, Capital Markets, Operational Risk..., Operational Risk, Mortgage Banking, Securitization, ABS, Economic Capital, Financial Risk...
Education
Weatherhead School of Management at Case Western Reserve University 1990 — 1993
Master of Business Administration (MBA), Finance & Banking
Ohio University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, Computer Systems
Wells Fargo September 2013 - Present
AIG United Guaranty June 2011 - July 2013
Union Bank January 2010 - June 2011
PMI Mortgage Insurance Co. June 2007 - May 2009
Countrywide Financial Corp July 2006 - June 2007
Fifth Third Bank August 2004 - July 2006
Federal Reserve Board January 2001 - August 2004
Capital One January 1999 - January 2001
KeyCorp February 1991 - January 1999
Skills
Market Risk, Credit, Basel II, Risk Management, Liquidity Risk, Finance, Credit Risk, Enterprise Risk..., Treasury Management, Capital Markets, Operational Risk..., Operational Risk, Mortgage Banking, Securitization, ABS, Economic Capital, Financial Risk...
Education
Weatherhead School of Management at Case Western Reserve University 1990 — 1993
Master of Business Administration (MBA), Finance & Banking
Ohio University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, Computer Systems
Deborah Austin Deborah Austin's Union Bank Experience November 2008 - Present
Job SVP, Fiduciary Compliance Trust Services Union Bank
Industry Financial Services
Experience
Union Bank November 2008 - Present
PNC Bank 2006 - 2008
PNC Financial Services Group May 2004 - December 2006
Glenmede Trust Company December 1990 - May 2004
Skills
Compliance, Wealth Management, Loans, Risk Management, Financial Risk, Financial Analysis, Financial Services, Trust Services, Auditing, Enterprise Risk..., AML, Investments, Asset Managment, Strategic Financial..., Due Diligence, Fiduciary, Portfolio Management, Banking, Business Analysis, Credit Risk, Credit, Mutual Funds, Operational Risk, Securities, Retail Banking, Strategic Planning, Asset Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Masters Certificate, Information Systems Auditing
Neumann College
BS, Business Administration
Union Bank November 2008 - Present
PNC Bank 2006 - 2008
PNC Financial Services Group May 2004 - December 2006
Glenmede Trust Company December 1990 - May 2004
Skills
Compliance, Wealth Management, Loans, Risk Management, Financial Risk, Financial Analysis, Financial Services, Trust Services, Auditing, Enterprise Risk..., AML, Investments, Asset Managment, Strategic Financial..., Due Diligence, Fiduciary, Portfolio Management, Banking, Business Analysis, Credit Risk, Credit, Mutual Funds, Operational Risk, Securities, Retail Banking, Strategic Planning, Asset Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Masters Certificate, Information Systems Auditing
Neumann College
BS, Business Administration
Dianne McDonald Dianne McDonald's Union Bank Experience February 1989 - June 1994
Job San Diego Construction Management
Industry Construction
Experience
San Diego Construction Management February 2015 - Present
Viking Commercial Construction August 2013 - January 2015
McDonald Construction July 1994 - August 2009
Dianne McDonald July 1994 - August 2009
Union Bank February 1989 - June 1994
Skills
Construction Management, MS Project, Construction, Project Management, Project Coordination, Project Planning, Contract Management, Project Estimation, Primavera P6, Value Engineering, Change Orders, Project Control, Process Scheduler, Subcontracting, Contractors, Submittals, Pre-construction, Procurement, Program Management, Microsoft Project
Education
Orange Coast College 1984 — 1988
Associates Degree, Business Administration and Management, General
Culinary Arts Institute 1982 — 1983
Culinary Arts Certificate
San Diego Construction Management February 2015 - Present
Viking Commercial Construction August 2013 - January 2015
McDonald Construction July 1994 - August 2009
Dianne McDonald July 1994 - August 2009
Union Bank February 1989 - June 1994
Skills
Construction Management, MS Project, Construction, Project Management, Project Coordination, Project Planning, Contract Management, Project Estimation, Primavera P6, Value Engineering, Change Orders, Project Control, Process Scheduler, Subcontracting, Contractors, Submittals, Pre-construction, Procurement, Program Management, Microsoft Project
Education
Orange Coast College 1984 — 1988
Associates Degree, Business Administration and Management, General
Culinary Arts Institute 1982 — 1983
Culinary Arts Certificate
Charles Kurt Snodgrass Charles Kurt Snodgrass's Union Bank Experience November 2009 - Present
Job kurt.snodgrass@unionbank.com
Industry Financial Services
Experience
Union Bank November 2009 - Present
Skills
Series 6, Series 63, Term Life Insurance, Mortgage Lending, Home Equity Lines of..., Financial Planning, Financial Analysis, Portfolio Management, Banking, Refinance, NMLS Licensed, Notary Public, Leadership, Small Business Lending, Commercial Lending, Lines Of Credit, Loans, Retail Banking, Credit, Credit Analysis, Strategic Financial..., Commercial Banking, Loan Origination, Wealth Management, Financial Services, Consumer Lending, Asset Based Lending, Finance, Retirement Planning, Treasury Management, High Net Worth..., Residential Mortgages, Deposits, Wealth Management..., Relationship Management, Mortgage Banking, Private Banking, Commercial Mortgages
Education
Oklahoma State University
Oklahoma State University
Union Bank November 2009 - Present
Skills
Series 6, Series 63, Term Life Insurance, Mortgage Lending, Home Equity Lines of..., Financial Planning, Financial Analysis, Portfolio Management, Banking, Refinance, NMLS Licensed, Notary Public, Leadership, Small Business Lending, Commercial Lending, Lines Of Credit, Loans, Retail Banking, Credit, Credit Analysis, Strategic Financial..., Commercial Banking, Loan Origination, Wealth Management, Financial Services, Consumer Lending, Asset Based Lending, Finance, Retirement Planning, Treasury Management, High Net Worth..., Residential Mortgages, Deposits, Wealth Management..., Relationship Management, Mortgage Banking, Private Banking, Commercial Mortgages
Education
Oklahoma State University
Oklahoma State University
Vik Thadani Vik Thadani's Union Bank Experience May 2008 - August 2011
Job Managing Director at Silicon Valley Bank
Industry Investment Management
Experience
Silicon Valley Bank May 2014 - Present
Babson Capital Management August 2011 - May 2013
Union Bank May 2008 - August 2011
CIBC World Markets June 2004 - January 2008
LessonLab, Inc. 2000 - 2002
Bank Of America 1994 - 2000
Skills
Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Business Development, Equities, Finance, Credit, Investments, LBO, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Silicon Valley Bank May 2014 - Present
Babson Capital Management August 2011 - May 2013
Union Bank May 2008 - August 2011
CIBC World Markets June 2004 - January 2008
LessonLab, Inc. 2000 - 2002
Bank Of America 1994 - 2000
Skills
Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Business Development, Equities, Finance, Credit, Investments, LBO, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
William Chittick William Chittick's Union Bank Experience December 2013 - Present
Job Branch Manager at Union Bank
Industry Financial Services
Experience
Union Bank December 2013 - Present
Wells Fargo February 2013 - December 2013
Wells Fargo September 2012 - February 2013
Wells Fargo 2006 - 2012
Wells Fargo 2002 - 2006
Skills
Retail Banking, Small Business Lending, Recruiting, Customer Service, Loans, Credit, Management, Banking, Coaching, Financial Services, Consumer Lending, Commercial Lending, Cross Selling, Business Development
Education
Orange Coast College 2002 — 2004
Business Administration and Management, General
Union Bank December 2013 - Present
Wells Fargo February 2013 - December 2013
Wells Fargo September 2012 - February 2013
Wells Fargo 2006 - 2012
Wells Fargo 2002 - 2006
Skills
Retail Banking, Small Business Lending, Recruiting, Customer Service, Loans, Credit, Management, Banking, Coaching, Financial Services, Consumer Lending, Commercial Lending, Cross Selling, Business Development
Education
Orange Coast College 2002 — 2004
Business Administration and Management, General
Heidi Solmonson Heidi Solmonson's Union Bank Experience May 2012 - September 2013
Job Interior Design Student
Industry Design
Experience
Caffe Appassionato January 2011 - June 2014
Union Bank May 2012 - September 2013
Nordstrom October 2011 - January 2012
Furstenberg Community Center April 2009 - September 2009
Skills
Microsoft Office, Photoshop, Social Media, French, Intercultural..., Data Entry, Multitasker, Customer Service, Social Media Marketing, Blogging, Retail, Social Networking, Sales, Event Planning, Contract Negotiation, Direct Sales
Education
Bellevue College
Interior Design
North Seattle Community College 2011 — 2012
Associates, general
Seattle Pacific University 2009 — 2011
none, communications
Caffe Appassionato January 2011 - June 2014
Union Bank May 2012 - September 2013
Nordstrom October 2011 - January 2012
Furstenberg Community Center April 2009 - September 2009
Skills
Microsoft Office, Photoshop, Social Media, French, Intercultural..., Data Entry, Multitasker, Customer Service, Social Media Marketing, Blogging, Retail, Social Networking, Sales, Event Planning, Contract Negotiation, Direct Sales
Education
Bellevue College
Interior Design
North Seattle Community College 2011 — 2012
Associates, general
Seattle Pacific University 2009 — 2011
none, communications
Murthy Chodavarapu Murthy Chodavarapu's Union Bank Experience April 1999 - December 2003
Job Sr Business Analyst/SME at Bank of TokyoMitsubishi UFJ
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
Citi June 2014 - February 2015
BNP Paribas July 2011 - December 2013
Commerzbank AG May 2009 - July 2011
UBS Investment Bank July 2004 - July 2008
Union Bank April 1999 - December 2003
Bank of India, Head Office, Mumbai, India September 1998 - April 1999
Bank of India, New York September 1993 - September 1998
Bank of India July 1971 - September 1993
Skills
Banking, Payments, Risk Management, SWIFT payments, Cash Management, Financial Services, Trade Finance, Payment Systems, Accounting, Trading, Testing, Account Reconciliation, Business Analysis, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Requirements Gathering, Trading Systems, Vendor Management, Back Office, FX Options, Core Banking, IT Strategy, Project Portfolio..., Investment Banking, User Acceptance Testing, PMO, Business Requirements, Financial Risk, Project Delivery, Fixed Income, Derivatives
Education
New York Institute of Technology 1995 — 1997
MS, Computer Science
Microsoft Certified Systems Engineer 1999 — 1999
MCSE, Systems Engineering
Microsoft Certified Professional 1999 — 1999
MCP + I, Internet, TCP/IP
Indian Institute of Bankers, Institute of Company Secretaries of India 1976 — 1976
Associate Member of the above two Institutes, Fields of Study: Accounting, Banking, Law, Corporate Secretarial Practices, etc
Various Universities in India 1971 — 1976
Degrees in Commerce & Law, Fields of Study: Accounting, Business Administration, Business Laws
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
Citi June 2014 - February 2015
BNP Paribas July 2011 - December 2013
Commerzbank AG May 2009 - July 2011
UBS Investment Bank July 2004 - July 2008
Union Bank April 1999 - December 2003
Bank of India, Head Office, Mumbai, India September 1998 - April 1999
Bank of India, New York September 1993 - September 1998
Bank of India July 1971 - September 1993
Skills
Banking, Payments, Risk Management, SWIFT payments, Cash Management, Financial Services, Trade Finance, Payment Systems, Accounting, Trading, Testing, Account Reconciliation, Business Analysis, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Requirements Gathering, Trading Systems, Vendor Management, Back Office, FX Options, Core Banking, IT Strategy, Project Portfolio..., Investment Banking, User Acceptance Testing, PMO, Business Requirements, Financial Risk, Project Delivery, Fixed Income, Derivatives
Education
New York Institute of Technology 1995 — 1997
MS, Computer Science
Microsoft Certified Systems Engineer 1999 — 1999
MCSE, Systems Engineering
Microsoft Certified Professional 1999 — 1999
MCP + I, Internet, TCP/IP
Indian Institute of Bankers, Institute of Company Secretaries of India 1976 — 1976
Associate Member of the above two Institutes, Fields of Study: Accounting, Banking, Law, Corporate Secretarial Practices, etc
Various Universities in India 1971 — 1976
Degrees in Commerce & Law, Fields of Study: Accounting, Business Administration, Business Laws
Steve Narsutis Steve Narsutis's Union Bank Experience September 2012 - Present
Job VP, Senior Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank September 2012 - Present
Harney Management Partners May 2011 - September 2012
Bridge Finance Group June 2006 - December 2010
LaSalle Bank 2005 - 2006
FINOVA Capital Corporation 2000 - 2005
GE Capital 1984 - 1989
Skills
Commercial Lending, Mergers, Loans, Asset Based Lending, Restructuring
Education
Northern Illinois University - College of Business 1980 — 1984
BA, Accounting
Union Bank September 2012 - Present
Harney Management Partners May 2011 - September 2012
Bridge Finance Group June 2006 - December 2010
LaSalle Bank 2005 - 2006
FINOVA Capital Corporation 2000 - 2005
GE Capital 1984 - 1989
Skills
Commercial Lending, Mergers, Loans, Asset Based Lending, Restructuring
Education
Northern Illinois University - College of Business 1980 — 1984
BA, Accounting
Lennie Lopez Lennie Lopez's Union Bank Experience August 2008 - April 2010
Job Licensed Sales Professional at HSBC
Industry Financial Services
Experience
HSBC August 2010 - December 2014
Citibank June 2010 - August 2010
Union Bank August 2008 - April 2010
Washington Mutual December 1999 - December 2007
Bank of America October 1994 - December 1999
Wells Fargo June 1991 - October 1994
Skills
Finance, Investments, Banking, Series 7, Strategic Financial..., Portfolio Management
Education
Orange Coast College
HSBC August 2010 - December 2014
Citibank June 2010 - August 2010
Union Bank August 2008 - April 2010
Washington Mutual December 1999 - December 2007
Bank of America October 1994 - December 1999
Wells Fargo June 1991 - October 1994
Skills
Finance, Investments, Banking, Series 7, Strategic Financial..., Portfolio Management
Education
Orange Coast College
Thomas Hayes Thomas Hayes's Union Bank Experience February 2006 - October 2006
Job Western Regional Manager at PNC Business Credit
Industry Financial Services
Experience
PNC Business Credit June 2014 - Present
PNC -Steel City Capital Funding January 2010 - June 2014
First Bank Business Capital February 2008 - December 2009
Emporia Capital Management 2006 - October 2007
Union Bank February 2006 - October 2006
CIT Group November 1989 - January 2006
Education
University of Illinois at Chicago 1985 — 1988
MBA, Marketing
Northern Illinois University 1979 — 1982
BS, Finance
PNC Business Credit June 2014 - Present
PNC -Steel City Capital Funding January 2010 - June 2014
First Bank Business Capital February 2008 - December 2009
Emporia Capital Management 2006 - October 2007
Union Bank February 2006 - October 2006
CIT Group November 1989 - January 2006
Education
University of Illinois at Chicago 1985 — 1988
MBA, Marketing
Northern Illinois University 1979 — 1982
BS, Finance
Ryan Spreier Ryan Spreier's Union Bank Experience January 2001 - December 2002
Job Financial Accountant at Devon Energy
Industry Oil & Energy
Experience
Devon Energy October 2011 - Present
Oklahoma City Clinic May 2009 - January 2011
Ernst & Young June 2005 - February 2009
Devon Energy January 2003 - February 2005
Union Bank January 2001 - December 2002
Skills
Auditing, Data Analysis, Data Analytics, Analysis, COBIT, Internal Controls, Financial Reporting, Sarbanes-Oxley, IT Audit, SAP, Business Analysis, Sarbanes-Oxley Act, CISA, Security, SDLC, Internal Audit, Business Process, Disaster Recovery, Accounting, GAAP, Software Documentation, Enterprise Risk..., Finance, Assurance, Financial Accounting, Payroll, Payroll Taxes, Human Resources
Education
Oklahoma City University 2001 — 2005
Masters of Science, Accounting
Devon Energy October 2011 - Present
Oklahoma City Clinic May 2009 - January 2011
Ernst & Young June 2005 - February 2009
Devon Energy January 2003 - February 2005
Union Bank January 2001 - December 2002
Skills
Auditing, Data Analysis, Data Analytics, Analysis, COBIT, Internal Controls, Financial Reporting, Sarbanes-Oxley, IT Audit, SAP, Business Analysis, Sarbanes-Oxley Act, CISA, Security, SDLC, Internal Audit, Business Process, Disaster Recovery, Accounting, GAAP, Software Documentation, Enterprise Risk..., Finance, Assurance, Financial Accounting, Payroll, Payroll Taxes, Human Resources
Education
Oklahoma City University 2001 — 2005
Masters of Science, Accounting
Laurie Levin Laurie Levin's Union Bank Experience June 2012 - January 2014
Job HELOC Specialist & Enthusiastic Leader...Interactive, Offering Solutions & Making it Work!
Industry Banking
Experience
Comerica Bank July 2015 - Present
Comerica Bank April 2015 - July 2015
Comerica Bank June 2014 - April 2015
Comerica Bank January 2014 - June 2014
Union Bank June 2012 - January 2014
Bank of America 2010 - June 2012
New York Life Insurance Company 2004 - 2010
Safelite AutoGlass 1997 - 1999
Skills
Home Equity Lines of..., Banking, Loans, Credit, Finance, Consumer Lending, Leadership, Sales, Management, Small Business Lending, Insurance, Sales Presentations, Asset Management, Recruiting, Credit Cards, Life Insurance, Loan Origination, Team Leadership, Mutual Funds, Mortgage Lending, Small Business, Sales Leadership..., Balance Sheet, Christian Ministry, Creative Problem Solving, Home Equity Loans, Fixed Annuities, Retail Banking, Commercial Lending, Variable Annuities, Long Term Care Insurance
Education
Orange Coast College
Business Administration and Management, General
Comerica Bank July 2015 - Present
Comerica Bank April 2015 - July 2015
Comerica Bank June 2014 - April 2015
Comerica Bank January 2014 - June 2014
Union Bank June 2012 - January 2014
Bank of America 2010 - June 2012
New York Life Insurance Company 2004 - 2010
Safelite AutoGlass 1997 - 1999
Skills
Home Equity Lines of..., Banking, Loans, Credit, Finance, Consumer Lending, Leadership, Sales, Management, Small Business Lending, Insurance, Sales Presentations, Asset Management, Recruiting, Credit Cards, Life Insurance, Loan Origination, Team Leadership, Mutual Funds, Mortgage Lending, Small Business, Sales Leadership..., Balance Sheet, Christian Ministry, Creative Problem Solving, Home Equity Loans, Fixed Annuities, Retail Banking, Commercial Lending, Variable Annuities, Long Term Care Insurance
Education
Orange Coast College
Business Administration and Management, General
Tina Poblacion Tina Poblacion's Union Bank Experience December 2010 - June 2013
Job Technical Sourcer at HotelTonight
Industry Staffing and Recruiting
Experience
HotelTonight May 2015 - Present
Yahoo August 2014 - May 2015
Yahoo! June 2013 - August 2014
Union Bank December 2010 - June 2013
Yahoo! December 2009 - December 2010
Yahoo! Inc September 2009 - December 2009
Fireside Realty/Coldwell Banker May 2005 - September 2009
Cox Target Media March 2008 - October 2008
Hotwire January 2007 - March 2008
Coldwell Banker May 2005 - January 2007
Skills
Negotiation, Event Planning, Real Estate Investment, Contract Writing, Hiring, Management, Investment Properties, Human Resources, Recruiting, Sales, Salesforce.com, Marketing, Event Management, Contract Negotiation, Interviews, Advertising, Onboarding, Customer Service, Time Management, Leadership, College Recruiting, Outlook, Cross-functional Team...
Education
Notre Dame de Namur University 2002 — 2005
Bachelors, Communication
La Sorbonne 2000 — 2000
Bachelor of Arts (B.A.), Communication, General
HotelTonight May 2015 - Present
Yahoo August 2014 - May 2015
Yahoo! June 2013 - August 2014
Union Bank December 2010 - June 2013
Yahoo! December 2009 - December 2010
Yahoo! Inc September 2009 - December 2009
Fireside Realty/Coldwell Banker May 2005 - September 2009
Cox Target Media March 2008 - October 2008
Hotwire January 2007 - March 2008
Coldwell Banker May 2005 - January 2007
Skills
Negotiation, Event Planning, Real Estate Investment, Contract Writing, Hiring, Management, Investment Properties, Human Resources, Recruiting, Sales, Salesforce.com, Marketing, Event Management, Contract Negotiation, Interviews, Advertising, Onboarding, Customer Service, Time Management, Leadership, College Recruiting, Outlook, Cross-functional Team...
Education
Notre Dame de Namur University 2002 — 2005
Bachelors, Communication
La Sorbonne 2000 — 2000
Bachelor of Arts (B.A.), Communication, General
Phyllis Woodruff's Union Bank Experience August 2015 - Present
Job Support Specialist Union Bank
Industry Information Technology and Services
Experience
Union Bank August 2015 - Present
SourceHOV October 2010 - Present
Harvard Resource Solutions LLC August 2010 - October 2010
DTE Energy March 1981 - October 2008
Skills
Customer Service, Data Entry, HIPAA, Medical Records
Education
Oakland Community College
Diploma, Business; Business
Cooley High School
Union Bank August 2015 - Present
SourceHOV October 2010 - Present
Harvard Resource Solutions LLC August 2010 - October 2010
DTE Energy March 1981 - October 2008
Skills
Customer Service, Data Entry, HIPAA, Medical Records
Education
Oakland Community College
Diploma, Business; Business
Cooley High School
Anthony Huery's Union Bank Experience January 2006 - March 2007
Job Lending KYC Specialist
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
SVB Financial Group October 2010 - September 2015
Silicon Valley Bank April 2007 - October 2010
Union Bank January 2006 - March 2007
Skills
Bank Secrecy Act, AML, KYC, Fraud, Commercial Banking, Private Banking, Venture Capital, Risk Management, OFAC, Finance, Due Diligence, USA PATRIOT Act, Legal Process, Financial Analysis, Risk Assessment, Presentations, Terrorism, Emergency Response to..., Financial Risk
Education
Walden University 2010 — 2012
Master of Science, Terrorism and Security
Notre Dame de Namur University 2001 — 2005
Bachelors of Science, Finance, Marketing and Econimics
First Republic Bank September 2015 - Present
SVB Financial Group October 2010 - September 2015
Silicon Valley Bank April 2007 - October 2010
Union Bank January 2006 - March 2007
Skills
Bank Secrecy Act, AML, KYC, Fraud, Commercial Banking, Private Banking, Venture Capital, Risk Management, OFAC, Finance, Due Diligence, USA PATRIOT Act, Legal Process, Financial Analysis, Risk Assessment, Presentations, Terrorism, Emergency Response to..., Financial Risk
Education
Walden University 2010 — 2012
Master of Science, Terrorism and Security
Notre Dame de Namur University 2001 — 2005
Bachelors of Science, Finance, Marketing and Econimics
Chidi C. Emesi's Union Bank Experience October 2014 - Present
Job Vice President/Branch Manager at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
HSBC March 2012 - August 2014
U.S. Bank June 2011 - February 2012
Bank of America November 1999 - May 2011
Skills
Commercial Banking, Banking, Portfolio Management, Commercial Lending, Credit, Trade Finance, Business Relationship..., Relationship Management, Loans, Credit Analysis, Credit Risk, Retail Banking, Asset Based Lending, Cross Selling, Management, Consumer Lending, Small Business Lending, Risk Management, Sales, Mortgage Lending
Education
Nnamdi Azikiwe University
Bachelor's degree, Economics
SPCS
Union Bank October 2014 - Present
HSBC March 2012 - August 2014
U.S. Bank June 2011 - February 2012
Bank of America November 1999 - May 2011
Skills
Commercial Banking, Banking, Portfolio Management, Commercial Lending, Credit, Trade Finance, Business Relationship..., Relationship Management, Loans, Credit Analysis, Credit Risk, Retail Banking, Asset Based Lending, Cross Selling, Management, Consumer Lending, Small Business Lending, Risk Management, Sales, Mortgage Lending
Education
Nnamdi Azikiwe University
Bachelor's degree, Economics
SPCS
Alan Scott Encinas Alan Scott Encinas's Union Bank Experience June 2013 - August 2013
Job Financial Consultant
Industry Financial Services
Experience
Bank of America March 2014 - Present
Union Bank June 2013 - August 2013
Wells Fargo June 2012 - June 2013
LA Fitness August 2009 - April 2012
24 Hour Fitness February 2008 - October 2010
Skills
Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Small Business Lending, Commercial Lending, Retail Banking, Loan Origination, Portfolio Management, Mortgage Banking, Investments, Wealth Management, Credit Risk, Financial Analysis, Lines Of Credit, Sales Management, Direct Sales, Enterprise Accounts, Executive Relationships, Strategic Account Growth, Targeted Account Selling, Tactical Sales Planning, Strategic Sales..., Consultative Sales..., Sales Leadership..., Sales Rep Training, Financial Services, Financial Accounting, Solid computer skills, Team Management, Management Development, Refinance, Cross Selling, Retirement Planning, Mutual Funds, Risk Management, Financial Modeling, FHA, Equities, Finance, Strategic Financial..., Fixed Income, Financial Risk, Cash Management, Capital Markets, Private Banking, Relationship Management
Education
UC Irvine 2009 — 2011
Business, Management, Marketing, and Related Support Services
Orange Coast College 2007 — 2009
Bank of America March 2014 - Present
Union Bank June 2013 - August 2013
Wells Fargo June 2012 - June 2013
LA Fitness August 2009 - April 2012
24 Hour Fitness February 2008 - October 2010
Skills
Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Small Business Lending, Commercial Lending, Retail Banking, Loan Origination, Portfolio Management, Mortgage Banking, Investments, Wealth Management, Credit Risk, Financial Analysis, Lines Of Credit, Sales Management, Direct Sales, Enterprise Accounts, Executive Relationships, Strategic Account Growth, Targeted Account Selling, Tactical Sales Planning, Strategic Sales..., Consultative Sales..., Sales Leadership..., Sales Rep Training, Financial Services, Financial Accounting, Solid computer skills, Team Management, Management Development, Refinance, Cross Selling, Retirement Planning, Mutual Funds, Risk Management, Financial Modeling, FHA, Equities, Finance, Strategic Financial..., Fixed Income, Financial Risk, Cash Management, Capital Markets, Private Banking, Relationship Management
Education
UC Irvine 2009 — 2011
Business, Management, Marketing, and Related Support Services
Orange Coast College 2007 — 2009
Vikki Goldman Vikki Goldman's Union Bank Experience 2013 - 2013
Job Experienced Marketing Communications Consultant
Industry Marketing and Advertising
Experience
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Jose Herrarte's Union Bank Experience October 2010 - March 2013
Job Director M Squared Consulting a SolomonEdwards Company
Industry Financial Services
Experience
Kaiser Permanente March 2014 - Present
Wells Fargo March 2013 - October 2013
Union Bank October 2010 - March 2013
Union Bank October 2010 - March 2013
JPMorgan Chase & Co. 2008 - 2009
Washington Mutual Card Services 2005 - 2008
Providian Financial 2001 - 2005
Providian Financial 1998 - 2000
Skills
Banking, Business Analysis, Business Requirements, Credit Cards, Debit Cards, Fraud, Management, Operations Management, PMO, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategic Planning, Vendor Management
Education
Northern Illinois University
Kaiser Permanente March 2014 - Present
Wells Fargo March 2013 - October 2013
Union Bank October 2010 - March 2013
Union Bank October 2010 - March 2013
JPMorgan Chase & Co. 2008 - 2009
Washington Mutual Card Services 2005 - 2008
Providian Financial 2001 - 2005
Providian Financial 1998 - 2000
Skills
Banking, Business Analysis, Business Requirements, Credit Cards, Debit Cards, Fraud, Management, Operations Management, PMO, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategic Planning, Vendor Management
Education
Northern Illinois University
Teri Kurtz Teri Kurtz's Union Bank Experience February 1981 - June 1992
Job Collector
Industry Consumer Services
Experience
CB Merchant Services March 2000 - May 2014
Union Bank February 1981 - June 1992
Skills
Management, Event Management, Negotiation, Sales, Team Building, Microsoft Office, Strategic Planning, Event Planning, Customer Service, Leadership, Organizational..., Research, Budgets
Education
Ohlone College
CB Merchant Services March 2000 - May 2014
Union Bank February 1981 - June 1992
Skills
Management, Event Management, Negotiation, Sales, Team Building, Microsoft Office, Strategic Planning, Event Planning, Customer Service, Leadership, Organizational..., Research, Budgets
Education
Ohlone College
Don Barksdale, MBA Don Barksdale, MBA's Union Bank Experience November 2008 - November 2011
Job Financial Planning and Analysis Manager | Finance Manager | Economic Modeling | Performance Measurement
Industry Financial Services
Experience
Seeking New Opportunities 2012 - Present
Union Bank November 2008 - November 2011
Greater Bay Bank August 2005 - April 2008
Wells Fargo Bank August 1999 - August 2005
Wells Fargo Bank July 1997 - July 1999
Wells Fargo Bank September 1995 - June 1997
Wells Fargo Bank December 1993 - August 1995
Skills
Strategic Planning, Forecasting, Budget Process, Financial Analysis, Financial Reporting, Financial Modeling, P&L Accountability, P&L Analysis, Economic Modeling, MIS Design, MIS Implementation, Compensation Structure..., Compensation..., Team Building, Team Leadership, Hyperion Essbase, Process Improvement, Performance Management, MBA, Risk Management, Essbase, Strategy, Analysis, Managerial Finance, Budgets, Portfolio Management, Management, Business Development, Banking, Loans, Cash Management, Commercial Banking, Finance
Education
San Francisco State University, College of Business 1991 — 1995
MBA, Finance
Oral Roberts University 1983 — 1987
BS, Business Administration
Seeking New Opportunities 2012 - Present
Union Bank November 2008 - November 2011
Greater Bay Bank August 2005 - April 2008
Wells Fargo Bank August 1999 - August 2005
Wells Fargo Bank July 1997 - July 1999
Wells Fargo Bank September 1995 - June 1997
Wells Fargo Bank December 1993 - August 1995
Skills
Strategic Planning, Forecasting, Budget Process, Financial Analysis, Financial Reporting, Financial Modeling, P&L Accountability, P&L Analysis, Economic Modeling, MIS Design, MIS Implementation, Compensation Structure..., Compensation..., Team Building, Team Leadership, Hyperion Essbase, Process Improvement, Performance Management, MBA, Risk Management, Essbase, Strategy, Analysis, Managerial Finance, Budgets, Portfolio Management, Management, Business Development, Banking, Loans, Cash Management, Commercial Banking, Finance
Education
San Francisco State University, College of Business 1991 — 1995
MBA, Finance
Oral Roberts University 1983 — 1987
BS, Business Administration
Avinash Kalwani Avinash Kalwani's Union Bank Experience May 2014 - August 2014
Job Business Analytics Analyst at HSBC
Industry Financial Services
Experience
HSBC June 2015 - Present
Center for Veterinary Health Sciences - Oklahoma State University February 2014 - April 2015
Union Bank May 2014 - August 2014
Pioneer Homes June 2012 - June 2013
Chhattisgarh State Power Distribution Company Ltd. June 2011 - July 2011
Doordarshan News June 2010 - July 2010
Skills
SAS, SAS programming, SQL, Statistics, Data Analysis, Tableau, Business Intelligence, Databases, Oracle, SPSS, Data Mining, Regression Analysis, Analysis, Decision Trees, Business Analytics, Business Analysis, Microstrategy, Cognos, Predictive Analytics, Predictive Modeling, Statistical Modeling, Logistic Regression, SAS Visual Analytics, IBM Cognos, ANOVA, Data Visualization, Troubleshooting, Data Modeling, ETL, Quantitative Analytics, Linear Regression, Visio, Database Marketing, Unix, Data Analytics, Credit Risk, SAS Programming
Education
Oklahoma State University 2013 — 2015
Master of Science (MS), Management Information Systems
Chhattisgarh Swami Vivekanand Technical University, India 2008 — 2012
Bachelor of Engineering (BEng), Electronics and Telecommunication
HSBC June 2015 - Present
Center for Veterinary Health Sciences - Oklahoma State University February 2014 - April 2015
Union Bank May 2014 - August 2014
Pioneer Homes June 2012 - June 2013
Chhattisgarh State Power Distribution Company Ltd. June 2011 - July 2011
Doordarshan News June 2010 - July 2010
Skills
SAS, SAS programming, SQL, Statistics, Data Analysis, Tableau, Business Intelligence, Databases, Oracle, SPSS, Data Mining, Regression Analysis, Analysis, Decision Trees, Business Analytics, Business Analysis, Microstrategy, Cognos, Predictive Analytics, Predictive Modeling, Statistical Modeling, Logistic Regression, SAS Visual Analytics, IBM Cognos, ANOVA, Data Visualization, Troubleshooting, Data Modeling, ETL, Quantitative Analytics, Linear Regression, Visio, Database Marketing, Unix, Data Analytics, Credit Risk, SAS Programming
Education
Oklahoma State University 2013 — 2015
Master of Science (MS), Management Information Systems
Chhattisgarh Swami Vivekanand Technical University, India 2008 — 2012
Bachelor of Engineering (BEng), Electronics and Telecommunication
Rick Lupinetti's Union Bank Experience 2006 - 2006
Job Career Coach | Consultant | Learning Specialist | Artist | Career Development | Talent Management | "Inspires Careers"
Industry Professional Training & Coaching
Experience
Right Management 2006 - Present
Union Bank 2006 - 2006
Fremont Investment & Loan 2005 - 2006
Countrywide 2004 - 2005
Executive Consulting Services 2002 - 2004
Right Management 1998 - 2002
Skills
Creativity, Teaching, Career Counseling, Motivating Others, Artistic Vision and..., Learning & Development, Creative Coaching, Thought Leadership, High Energy, Resume Writing, Strong Communication..., Career Change Coaching, Interview Training and..., Birkman Master Trainer, Training Delivery, Webinar Facilitation, Executive Coaching, Life Coaching, Leadership Development, Organizational..., Talent Management, Career Management, Coaching, Career Development, Employee Engagement, Workshop Facilitation, Career Assessment, Succession Planning, Consulting, Management Development, Mentoring, Management Consulting, Change Management, Leadership, Team Building, Human Resources, Strategic Planning, Performance Improvement, MBTI, Outplacement, Executive Development, Job Search Strategies, Personal Development, Networking Strategies, Staff Development, Team Management, Training & Development, Management, Instructional Design, Organizational Design
Education
L'Université Stendhal (Grenoble lll)
Diplôme d'Études Françaises, Premier et Deuxième Degrés, French Language and Literature, History, Art and Culture
Nazareth College
MS, Education
St. John Fisher College
B.A, French, Education
Right Management 2006 - Present
Union Bank 2006 - 2006
Fremont Investment & Loan 2005 - 2006
Countrywide 2004 - 2005
Executive Consulting Services 2002 - 2004
Right Management 1998 - 2002
Skills
Creativity, Teaching, Career Counseling, Motivating Others, Artistic Vision and..., Learning & Development, Creative Coaching, Thought Leadership, High Energy, Resume Writing, Strong Communication..., Career Change Coaching, Interview Training and..., Birkman Master Trainer, Training Delivery, Webinar Facilitation, Executive Coaching, Life Coaching, Leadership Development, Organizational..., Talent Management, Career Management, Coaching, Career Development, Employee Engagement, Workshop Facilitation, Career Assessment, Succession Planning, Consulting, Management Development, Mentoring, Management Consulting, Change Management, Leadership, Team Building, Human Resources, Strategic Planning, Performance Improvement, MBTI, Outplacement, Executive Development, Job Search Strategies, Personal Development, Networking Strategies, Staff Development, Team Management, Training & Development, Management, Instructional Design, Organizational Design
Education
L'Université Stendhal (Grenoble lll)
Diplôme d'Études Françaises, Premier et Deuxième Degrés, French Language and Literature, History, Art and Culture
Nazareth College
MS, Education
St. John Fisher College
B.A, French, Education
Talia Gusfield Talia Gusfield's Union Bank Experience June 2010 - June 2012
Job Owner & Pastry Chef at Amused Baker Catering
Industry Food & Beverages
Experience
Amused Baker Catering April 2015 - Present
CorePower Yoga April 2015 - Present
The James Hotel June 2014 - April 2015
The Jones Group Inc. November 2013 - February 2014
Independent Travel July 2012 - August 2013
Union Bank June 2010 - June 2012
Acumen LLC June 2009 - June 2010
Skills
Data Analysis, SAS, SQL, Microsoft Excel, Access, Microsoft Office, Databases, Analysis, Risk Management, Bloomberg, SPSS, Stata, Economics, Statistics, Capital Markets, CoreLogic RiskModel, Property and Portfolio..., Ice Cream, Candy, Bread, Pastry, Plating, Macarons, Breakfast Pastries, Jams, Creams and Curds, Tarts, Petit Fours, Entremets
Education
The French Pastry School
Certificate, L'Art de la Patisserie
Occidental College 2005 — 2009
Batchelor of Arts, Sociology; Minor, Economics, 3.94
Amused Baker Catering April 2015 - Present
CorePower Yoga April 2015 - Present
The James Hotel June 2014 - April 2015
The Jones Group Inc. November 2013 - February 2014
Independent Travel July 2012 - August 2013
Union Bank June 2010 - June 2012
Acumen LLC June 2009 - June 2010
Skills
Data Analysis, SAS, SQL, Microsoft Excel, Access, Microsoft Office, Databases, Analysis, Risk Management, Bloomberg, SPSS, Stata, Economics, Statistics, Capital Markets, CoreLogic RiskModel, Property and Portfolio..., Ice Cream, Candy, Bread, Pastry, Plating, Macarons, Breakfast Pastries, Jams, Creams and Curds, Tarts, Petit Fours, Entremets
Education
The French Pastry School
Certificate, L'Art de la Patisserie
Occidental College 2005 — 2009
Batchelor of Arts, Sociology; Minor, Economics, 3.94
Neil Beyersdorf, MS, CLSSMBB Neil Beyersdorf, MS, CLSSMBB's Union Bank Experience August 2013 - December 2013
Job Quality/Risk/Change Management Consultant, Continuous Improvement Coach, and Operational Excellence Leader
Industry Management Consulting
Experience
Management Consulting and Executive Coaching 2008 - Present
MSS Technologies July 2015 - Present
US Navy - Naval Special Warfare Command August 2014 - July 2015
Los Angeles County Metropolitan Transportation Authority May 2014 - August 2014
Union Bank August 2013 - December 2013
Banco Santander May 2013 - August 2013
J.D. Power and Associates a McGraw-Hill Company February 2012 - April 2013
Cisco Systems July 2011 - February 2012
Smart and Final January 2011 - July 2011
ADP March 2010 - July 2010
Skills
Business Transformation, Cultural Transformation, Digital Transformation, Executive Coaching, Strategic Planning, Cross-functional Team..., Business Intelligence, Emotional Intelligence, Thought Leadership, Executive Networking, Management Consulting, Continuous Improvement, Operational Excellence, Quality Management, Risk Management, Change Management, Business Process..., Six Sigma, Leadership, Program Management, TQM, Symphonization, CREO, TRIZ, DFSS, Organizational..., Organizational..., Mergers & Acquisitions, Supply Chain..., Systems Thinking, Heuristics Thinking, Root Cause Analysis, Agile Methodologies, DMAIC, Value Stream Mapping, Lean Manufacturing, Team Building, Operations Management, Performance Improvement, Training, FMEA, Re-engineering, Product Development, Business Process Design, Business Strategy, Business Process..., Systems Engineering, Business Optimization, Competitive Analysis, Design of Experiments
Education
Rensselaer Polytechnic Institute
MSES, Engineering Science, Management of Technology and Quality
Independent Practice and Research
University of Michigan
• Automotive Engineering - Advanced Vehicle Dynamics
The University of Chicago Booth School of Business
• Introduction to Futures and Options
Saginaw Valley State University
BSME, Mechanical Engineering
General Motors Institute
Executive Leadership, Financial Management, and Engineering Management
Oakland University
Financial Management
Six Sigma Management Institute
The Great Discovery Leadership Development, Human Six Sigma - Business Transformation Managment
Six Sigma Management Institute
MindPro
American Supplier Institute
Robust Design & Engineering of Products using Taguchi Methods
Management Consulting and Executive Coaching 2008 - Present
MSS Technologies July 2015 - Present
US Navy - Naval Special Warfare Command August 2014 - July 2015
Los Angeles County Metropolitan Transportation Authority May 2014 - August 2014
Union Bank August 2013 - December 2013
Banco Santander May 2013 - August 2013
J.D. Power and Associates a McGraw-Hill Company February 2012 - April 2013
Cisco Systems July 2011 - February 2012
Smart and Final January 2011 - July 2011
ADP March 2010 - July 2010
Skills
Business Transformation, Cultural Transformation, Digital Transformation, Executive Coaching, Strategic Planning, Cross-functional Team..., Business Intelligence, Emotional Intelligence, Thought Leadership, Executive Networking, Management Consulting, Continuous Improvement, Operational Excellence, Quality Management, Risk Management, Change Management, Business Process..., Six Sigma, Leadership, Program Management, TQM, Symphonization, CREO, TRIZ, DFSS, Organizational..., Organizational..., Mergers & Acquisitions, Supply Chain..., Systems Thinking, Heuristics Thinking, Root Cause Analysis, Agile Methodologies, DMAIC, Value Stream Mapping, Lean Manufacturing, Team Building, Operations Management, Performance Improvement, Training, FMEA, Re-engineering, Product Development, Business Process Design, Business Strategy, Business Process..., Systems Engineering, Business Optimization, Competitive Analysis, Design of Experiments
Education
Rensselaer Polytechnic Institute
MSES, Engineering Science, Management of Technology and Quality
Independent Practice and Research
University of Michigan
• Automotive Engineering - Advanced Vehicle Dynamics
The University of Chicago Booth School of Business
• Introduction to Futures and Options
Saginaw Valley State University
BSME, Mechanical Engineering
General Motors Institute
Executive Leadership, Financial Management, and Engineering Management
Oakland University
Financial Management
Six Sigma Management Institute
The Great Discovery Leadership Development, Human Six Sigma - Business Transformation Managment
Six Sigma Management Institute
MindPro
American Supplier Institute
Robust Design & Engineering of Products using Taguchi Methods
Lisa (Lisa Hill) Meadows Lisa (Lisa Hill) Meadows's Union Bank Experience April 2010 - Present
Job Vice President, Talent Acquisition & Staffing
Industry Banking
Experience
Union Bank April 2010 - Present
City National Bank July 2007 - January 2010
Union Bank of California November 2004 - July 2007
Disney Consumer Products June 2004 - November 2004
Countrywide Home Loans September 2003 - June 2004
RHR Consulting, Inc March 1998 - August 2003
Skills
Banking, Recruiting, Human Resources, Temporary Placement, Coaching, Organizational..., Cold Calling, Leadership, Workshop Facilitation, Customer Service, Consulting, Business Development, Executive Management, Management, Talent Acquisition, Performance Management, Strategy, Onboarding, Personnel Management, Hiring, Applicant Tracking..., Change Management, Talent Management
Education
Ohio University
Bachelor of Fine Arts, Dance
Union Bank April 2010 - Present
City National Bank July 2007 - January 2010
Union Bank of California November 2004 - July 2007
Disney Consumer Products June 2004 - November 2004
Countrywide Home Loans September 2003 - June 2004
RHR Consulting, Inc March 1998 - August 2003
Skills
Banking, Recruiting, Human Resources, Temporary Placement, Coaching, Organizational..., Cold Calling, Leadership, Workshop Facilitation, Customer Service, Consulting, Business Development, Executive Management, Management, Talent Acquisition, Performance Management, Strategy, Onboarding, Personnel Management, Hiring, Applicant Tracking..., Change Management, Talent Management
Education
Ohio University
Bachelor of Fine Arts, Dance
Siva Ganapathy Siva Ganapathy's Union Bank Experience August 2015 - Present
Job Enterprise Risk Business Analyst at MUFG Union Bank
Industry Banking
Experience
Union Bank August 2015 - Present
Health Services Advisory Group November 2013 - August 2015
Institute of Teaching and Learning Excellence, Oklahoma State University September 2012 - June 2013
Spears School of Business, Oklahoma State University January 2012 - May 2012
Infosys July 2010 - December 2011
Infosys Technologies Ltd January 2010 - May 2010
Skills
C, Data Analysis, SAS Base, Predictive Modeling, Database Marketing, Statistics, JMP, Data Preparation, Data Cleaning, Regression Models, Decision Trees, Neural Networks, Hypothesis Testing, ANOVA, Customer Segmentation..., Business Intelligence, SQL Server, C#, Test Engineering, Functional Testing, Configuration Management, Core Banking, Test Cases, Defect Tracking, Manual Testing, Predictive Analytics, R, Microsoft SQL Server, Testing, Oracle, SQL, SAS, Analysis
Education
Oklahoma State University 2012 — 2013
Master of Science (MS), Management Information Systems, General
Shanmugha Arts, Science, Technology and Research Academy 2006 — 2010
B.Tech, Computer Science and Engineering
Union Bank August 2015 - Present
Health Services Advisory Group November 2013 - August 2015
Institute of Teaching and Learning Excellence, Oklahoma State University September 2012 - June 2013
Spears School of Business, Oklahoma State University January 2012 - May 2012
Infosys July 2010 - December 2011
Infosys Technologies Ltd January 2010 - May 2010
Skills
C, Data Analysis, SAS Base, Predictive Modeling, Database Marketing, Statistics, JMP, Data Preparation, Data Cleaning, Regression Models, Decision Trees, Neural Networks, Hypothesis Testing, ANOVA, Customer Segmentation..., Business Intelligence, SQL Server, C#, Test Engineering, Functional Testing, Configuration Management, Core Banking, Test Cases, Defect Tracking, Manual Testing, Predictive Analytics, R, Microsoft SQL Server, Testing, Oracle, SQL, SAS, Analysis
Education
Oklahoma State University 2012 — 2013
Master of Science (MS), Management Information Systems, General
Shanmugha Arts, Science, Technology and Research Academy 2006 — 2010
B.Tech, Computer Science and Engineering
Michael V. Sammut Michael V. Sammut's Union Bank Experience June 2011 - April 2013
Job Manager at Unica Party Rentals Inc.
Industry Human Resources
Experience
Unica Party Rentals Inc. April 2013 - Present
All Janitorial Service April 2013 - Present
Bay Area Custom Shirts Inc. April 2013 - Present
Elizabeth Gibb January 2012 - October 2014
Union Bank June 2011 - April 2013
Wells Fargo April 2010 - May 2011
Wells Fargo September 2009 - April 2010
Wells Fargo July 2008 - September 2009
Wells Fargo March 2007 - July 2008
Wells Fargo November 2005 - March 2007
Skills
Microsoft Office, ArcGIS, Sales Management, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Analytical Skills, Customer Service, Sales, Banking, Outlook, Credit, Loans, Marketing, Business Development, Accounts Payable, Selling, Account Management, Time Management, Training, Management, Leadership
Education
Notre Dame de Namur University 2009 — 2011
B. S, Business Administration; Marketing & Management
Junipero Serra High School
Nativity Elementary School
Unica Party Rentals Inc. April 2013 - Present
All Janitorial Service April 2013 - Present
Bay Area Custom Shirts Inc. April 2013 - Present
Elizabeth Gibb January 2012 - October 2014
Union Bank June 2011 - April 2013
Wells Fargo April 2010 - May 2011
Wells Fargo September 2009 - April 2010
Wells Fargo July 2008 - September 2009
Wells Fargo March 2007 - July 2008
Wells Fargo November 2005 - March 2007
Skills
Microsoft Office, ArcGIS, Sales Management, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Analytical Skills, Customer Service, Sales, Banking, Outlook, Credit, Loans, Marketing, Business Development, Accounts Payable, Selling, Account Management, Time Management, Training, Management, Leadership
Education
Notre Dame de Namur University 2009 — 2011
B. S, Business Administration; Marketing & Management
Junipero Serra High School
Nativity Elementary School
James R. Gorrie James R. Gorrie's Union Bank Experience 2008 - 2010
Job Program Content Writer at Websense
Industry Internet
Experience
Websense June 2014 - Present
Jarago Media September 2012 - Present
4D Health 2013 - 2014
Idea Incubator June 2011 - September 2012
Absolute Wealth June 2011 - January 2012
UBIS September 2008 - September 2010
Union Bank 2008 - 2010
Blue Sky Entertainment, Inc. 2005 - 2009
Skills
Writer, The Gorrie..., Manage all content for..., Manage content,..., Interview experts and..., Interview economists..., Award winning..., Screenwriter and..., Management, Editing, Newsletters, Schedules, Media Analysis, Business, Web Content, Books, Video, Publishing, Blogging, Creative Direction, Copywriting, Online Marketing, Marketing, Email Marketing, Editorial, WordPress, Online Advertising, Social Media Marketing, Advertising, Social Networking, Entrepreneurship, SEO, Creative Writing, Published Author, Copy Editing, Content Strategy, Digital Media
Education
UC Santa Barbara 1989 — 1992
PhD Candidate, Int'l Relations/Political Economy
Orange Coast College
Websense June 2014 - Present
Jarago Media September 2012 - Present
4D Health 2013 - 2014
Idea Incubator June 2011 - September 2012
Absolute Wealth June 2011 - January 2012
UBIS September 2008 - September 2010
Union Bank 2008 - 2010
Blue Sky Entertainment, Inc. 2005 - 2009
Skills
Writer, The Gorrie..., Manage all content for..., Manage content,..., Interview experts and..., Interview economists..., Award winning..., Screenwriter and..., Management, Editing, Newsletters, Schedules, Media Analysis, Business, Web Content, Books, Video, Publishing, Blogging, Creative Direction, Copywriting, Online Marketing, Marketing, Email Marketing, Editorial, WordPress, Online Advertising, Social Media Marketing, Advertising, Social Networking, Entrepreneurship, SEO, Creative Writing, Published Author, Copy Editing, Content Strategy, Digital Media
Education
UC Santa Barbara 1989 — 1992
PhD Candidate, Int'l Relations/Political Economy
Orange Coast College
Ashley Fairon Ashley Fairon's Union Bank Experience July 2011 - November 2012
Job Syndicated Loan Capital Markets
Industry Banking
Experience
MUFG Union Bank, N.A. November 2012 - Present
Union Bank July 2011 - November 2012
Union Bank June 2011 - December 2011
Union Bank August 2009 - June 2011
Smith Barney May 2008 - August 2008
Skills
Financial Analysis, Credit, Customer Relations, Treasury Management, Risk Management, Correspondent Banking, Budget Forecasts, Customer Service, Credit Risk, Portfolio Management, Loans, Investment Banking, Credit Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (M.B.A.) Candidate
University of Southern California 2005 — 2009
B.S., Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science, Business Administration
National University of Singapore 2008 — 2008
International Exchange Program- BBA, Business Administration- Asia Pacific Marketing and Economics
Rancho Bernardo High School
MUFG Union Bank, N.A. November 2012 - Present
Union Bank July 2011 - November 2012
Union Bank June 2011 - December 2011
Union Bank August 2009 - June 2011
Smith Barney May 2008 - August 2008
Skills
Financial Analysis, Credit, Customer Relations, Treasury Management, Risk Management, Correspondent Banking, Budget Forecasts, Customer Service, Credit Risk, Portfolio Management, Loans, Investment Banking, Credit Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (M.B.A.) Candidate
University of Southern California 2005 — 2009
B.S., Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science, Business Administration
National University of Singapore 2008 — 2008
International Exchange Program- BBA, Business Administration- Asia Pacific Marketing and Economics
Rancho Bernardo High School
Thad Epps III Thad Epps III's Union Bank Experience May 2004 - August 2011
Job Child Care Worker at Associated Residential Services
Industry Mental Health Care
Experience
Associated Residential Services June 2014 - Present
Manpower November 2013 - January 2014
AppleOne May 2013 - 2014
Scripps Mercy Hospital July 2011 - July 2012
Union Bank May 2004 - August 2011
San Diego Probation Department September 1998 - March 1999
US Army October 1986 - October 1990
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Research, Software Documentation, Analysis, Nonprofits
Education
Northcentral University 2010 — 2013
Ph.d. in progress, Psychology of Health and Medicine, 3.4
University of Phoenix 2008 — 2010
Masters Degree, Psychology, 3.7
San Diego State University-California State University 1998 — 2001
Bachelor of Arts (BA), Psychology, 2.3
San Diego Mesa College 1995 — 1998
Associate of Arts and Sciences (AAS), Micro-computer Applications/Liberal Arts, 3.5
Associated Residential Services June 2014 - Present
Manpower November 2013 - January 2014
AppleOne May 2013 - 2014
Scripps Mercy Hospital July 2011 - July 2012
Union Bank May 2004 - August 2011
San Diego Probation Department September 1998 - March 1999
US Army October 1986 - October 1990
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Research, Software Documentation, Analysis, Nonprofits
Education
Northcentral University 2010 — 2013
Ph.d. in progress, Psychology of Health and Medicine, 3.4
University of Phoenix 2008 — 2010
Masters Degree, Psychology, 3.7
San Diego State University-California State University 1998 — 2001
Bachelor of Arts (BA), Psychology, 2.3
San Diego Mesa College 1995 — 1998
Associate of Arts and Sciences (AAS), Micro-computer Applications/Liberal Arts, 3.5
Adam Hutchison Adam Hutchison's Union Bank Experience May 2009 - August 2009
Job MBA + MS Candidate, Kellogg School of Management & McCormick School of Engineering
Industry Management Consulting
Experience
GE Healthcare January 2012 - December 2014
GE Healthcare August 2010 - December 2011
Union Bank May 2009 - August 2009
Skills
Capital Equipment, Medical Imaging, Medical Devices, Radiology, Six Sigma, Cardiology, Sales, Healthcare, Healthcare Information..., Cross-functional Team..., Salesforce.com, Leadership, Process Improvement, Financial Analysis, Strategic Planning, Sales Operations, Competitive Analysis, Ultrasound, Project Management, Microsoft Excel, Hospitals, Team Leadership
Education
Northwestern University 2015 — 2017
Master of Science (MS), Design Innovation
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2007 — 2010
BS, Business Administration and Management, General
GE Healthcare January 2012 - December 2014
GE Healthcare August 2010 - December 2011
Union Bank May 2009 - August 2009
Skills
Capital Equipment, Medical Imaging, Medical Devices, Radiology, Six Sigma, Cardiology, Sales, Healthcare, Healthcare Information..., Cross-functional Team..., Salesforce.com, Leadership, Process Improvement, Financial Analysis, Strategic Planning, Sales Operations, Competitive Analysis, Ultrasound, Project Management, Microsoft Excel, Hospitals, Team Leadership
Education
Northwestern University 2015 — 2017
Master of Science (MS), Design Innovation
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2007 — 2010
BS, Business Administration and Management, General
Daivon Dumas's Union Bank Experience March 2014 - May 2014
Job Professional CFL player
Industry Sports
Experience
Winnipeg Blue Bombers May 2014 - Present
NFL/CFL January 2012 - Present
Union Bank March 2014 - May 2014
Balboa Capital March 2013 - March 2014
Skills
Salesforce.com, Account Management, Direct Sales, Sales Process, Cold Calling, Selling, Solution Selling, Customer Retention, Event Planning, Lead Generation, Microsoft Excel, PowerPoint, Sales, Sales Presentations, Time Management
Education
Northern Arizona University 2008 — 2012
Winnipeg Blue Bombers May 2014 - Present
NFL/CFL January 2012 - Present
Union Bank March 2014 - May 2014
Balboa Capital March 2013 - March 2014
Skills
Salesforce.com, Account Management, Direct Sales, Sales Process, Cold Calling, Selling, Solution Selling, Customer Retention, Event Planning, Lead Generation, Microsoft Excel, PowerPoint, Sales, Sales Presentations, Time Management
Education
Northern Arizona University 2008 — 2012
L.P. Carhartt L.P. Carhartt's Union Bank Experience March 1972 - May 1975
Job ETF and Index Constituent Data
Industry Financial Services
Experience
MasterDATA January 2000 - Present
MasterDATA Breadth Data January 2000 - Present
MasterETFDATA 2000 - Present
L.P. Carhartt & Co 1985 - 2000
Becker Parabas 1981 - 1984
Oppenheimer & Co. 1979 - 1981
E.F. Hutton 1975 - 1979
Union Bank March 1972 - May 1975
Skills
Investments, Trading, Commodity, Equities, Options, Capital Markets, Electronic Trading, FX Options, Alternative Investments, ETFs, Hedge Funds, Financial Markets, Derivatives, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Asset Managment, Trading Strategies, Investment Strategies, Securities, Investment Banking, Emerging Markets, FX trading, Wealth Management, Hedging, Investment Advisory, Bonds, Technical Analysis, Proprietary Trading, Commodity Markets, Equity Derivatives, Foreign Exchange, Equity Trading, Funding, Fund Of Funds, Structured Products, Stocks, Currency, Quantitative Finance, Asset Allocation, Asset Management, Bloomberg, Equity Research, Market Risk, Investment Management, Financial Risk, Financial Structuring, Valuation, Mutual Funds
Education
Ohio University 1967 — 1971
BBA, Management & Organizational Behavior
MasterDATA January 2000 - Present
MasterDATA Breadth Data January 2000 - Present
MasterETFDATA 2000 - Present
L.P. Carhartt & Co 1985 - 2000
Becker Parabas 1981 - 1984
Oppenheimer & Co. 1979 - 1981
E.F. Hutton 1975 - 1979
Union Bank March 1972 - May 1975
Skills
Investments, Trading, Commodity, Equities, Options, Capital Markets, Electronic Trading, FX Options, Alternative Investments, ETFs, Hedge Funds, Financial Markets, Derivatives, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Asset Managment, Trading Strategies, Investment Strategies, Securities, Investment Banking, Emerging Markets, FX trading, Wealth Management, Hedging, Investment Advisory, Bonds, Technical Analysis, Proprietary Trading, Commodity Markets, Equity Derivatives, Foreign Exchange, Equity Trading, Funding, Fund Of Funds, Structured Products, Stocks, Currency, Quantitative Finance, Asset Allocation, Asset Management, Bloomberg, Equity Research, Market Risk, Investment Management, Financial Risk, Financial Structuring, Valuation, Mutual Funds
Education
Ohio University 1967 — 1971
BBA, Management & Organizational Behavior
Juehann Shen Juehann Shen's Union Bank Experience August 2011 - September 2013
Job Information Systems Business Analyst at Los Angeles Unified School District
Industry Information Technology and Services
Experience
LA Unified School District March 2015 - Present
Los Angeles County Department of Public Health August 2014 - February 2015
Bank of the West September 2013 - March 2014
Union Bank August 2011 - September 2013
Education
North Dakota State University 1984 — 1987
Master's, Computer Science
LA Unified School District March 2015 - Present
Los Angeles County Department of Public Health August 2014 - February 2015
Bank of the West September 2013 - March 2014
Union Bank August 2011 - September 2013
Education
North Dakota State University 1984 — 1987
Master's, Computer Science
Amanda Anderson Amanda Anderson's Union Bank Experience May 2004 - December 2006
Job Marketing and Public Relations Account Manager at Samaritan Health Services
Industry Public Relations and Communications
Experience
Samaritan Health Services July 2015 - Present
Cambiar, LLC July 2013 - Present
MarComm Freelancer January 2013 - Present
Oregon State University January 2013 - July 2015
InsightsNow, Inc. June 2011 - December 2012
InsightsNow, Inc. July 2010 - June 2011
Quantum Loyalty Systems January 2009 - July 2010
Corporate Visions Inc. November 2007 - November 2008
Harrah's Entertainment December 2006 - November 2007
Union Bank May 2004 - December 2006
Skills
Creative Thinker, Lead Generation, Message Simplification, Communication Strategies, Branding Activities, Consumer Need / Pain..., Media and Vendor..., Contract Negotiations, Team Building, Agency Relations and..., Event Planning, Collateral Development, Leadership, Marketing Strategy, Microsoft Office, Creativity, Market Research, Strategic Communications, Brand Management, Collateral, Contract Negotiation, Marketing Communications, Marketing, Direct Marketing, Social Networking, Strategy, Brand Development, Website Design &..., Creative Writing &..., SalesForce.com, SugarCRM, Drupal, HubSpot, WordPress, GoToMeeting, Adobe Connect, WebEx, Marketo, Budget Development, Cross-functional..., B2B Marketing, Public Relations, Newsletters, B2B, Corporate Communications, Business Development, Market Planning, Email Marketing, CRM
Education
Leadership Corvallis 2013 — 2014
Oregon State University 1999 — 2004
Bachelor's of Science, Marketing and Communications
Samaritan Health Services July 2015 - Present
Cambiar, LLC July 2013 - Present
MarComm Freelancer January 2013 - Present
Oregon State University January 2013 - July 2015
InsightsNow, Inc. June 2011 - December 2012
InsightsNow, Inc. July 2010 - June 2011
Quantum Loyalty Systems January 2009 - July 2010
Corporate Visions Inc. November 2007 - November 2008
Harrah's Entertainment December 2006 - November 2007
Union Bank May 2004 - December 2006
Skills
Creative Thinker, Lead Generation, Message Simplification, Communication Strategies, Branding Activities, Consumer Need / Pain..., Media and Vendor..., Contract Negotiations, Team Building, Agency Relations and..., Event Planning, Collateral Development, Leadership, Marketing Strategy, Microsoft Office, Creativity, Market Research, Strategic Communications, Brand Management, Collateral, Contract Negotiation, Marketing Communications, Marketing, Direct Marketing, Social Networking, Strategy, Brand Development, Website Design &..., Creative Writing &..., SalesForce.com, SugarCRM, Drupal, HubSpot, WordPress, GoToMeeting, Adobe Connect, WebEx, Marketo, Budget Development, Cross-functional..., B2B Marketing, Public Relations, Newsletters, B2B, Corporate Communications, Business Development, Market Planning, Email Marketing, CRM
Education
Leadership Corvallis 2013 — 2014
Oregon State University 1999 — 2004
Bachelor's of Science, Marketing and Communications
Scott P Glenn Scott P Glenn's Union Bank Experience August 2012 - Present
Job Lead Software Engineer
Industry Information Technology and Services
Experience
Union Bank August 2012 - Present
SAIC October 1998 - August 2012
IBM January 1985 - October 1998
Skills
Java Enterprise Edition, JavaScript, JMS, Sun Certified Java..., Weblogic, Weblogic Administration, Web Services, J2EE Application..., J2EE Web Services, SQL, Microsoft SQL Server, Oracle SQL, DB2, Oracle PL/SQL..., C++, Database Design, Software Design, Design Patterns, Oracle Fusion Middleware, Oracle Application..., Unix, Unix Shell Scripting, Lotus Domino, Lotus Notes, LotusScript, EJB, Struts, JSF, JSTL, Spring, XML, Oracle CRM On Demand, Layer 7 SOA Gateway, EclipseLink, Oracle BPEL, Eclipse, JDeveloper, JSON, XQuery, JSP, Oracle
Education
University of Denver
Masters, Information Systems
New Mexico State University
Bachelor, Information Systems
Union Bank August 2012 - Present
SAIC October 1998 - August 2012
IBM January 1985 - October 1998
Skills
Java Enterprise Edition, JavaScript, JMS, Sun Certified Java..., Weblogic, Weblogic Administration, Web Services, J2EE Application..., J2EE Web Services, SQL, Microsoft SQL Server, Oracle SQL, DB2, Oracle PL/SQL..., C++, Database Design, Software Design, Design Patterns, Oracle Fusion Middleware, Oracle Application..., Unix, Unix Shell Scripting, Lotus Domino, Lotus Notes, LotusScript, EJB, Struts, JSF, JSTL, Spring, XML, Oracle CRM On Demand, Layer 7 SOA Gateway, EclipseLink, Oracle BPEL, Eclipse, JDeveloper, JSON, XQuery, JSP, Oracle
Education
University of Denver
Masters, Information Systems
New Mexico State University
Bachelor, Information Systems
YOULEI TANG, CFA, FRM YOULEI TANG, CFA, FRM's Union Bank Experience October 2011 - January 2014
Job Associate, Credit Research Analyst at MUFG Union Bank
Industry Banking
Experience
MUFG in the Americas January 2014 - Present
Union Bank October 2011 - January 2014
Credit One Bank July 2007 - October 2011
Skills
SAS, Predictive Modeling, Time Series Analysis, Logistic Regression, Cluster Analysis, Financial Risk, Risk Modeling, Portfolio Management, Matlab, Data Mining, Credit Risk, Statistical Modeling, Statistics, Segmentation, Stress Testing, Risk Management, Multivariate Analysis, Basel II, Risk Analysis, Factor Analysis, Decision Trees, Predictive Analytics, Credit Scoring, R, RiskFrontier, Loss Forecasting, Portfolio Optimization, Economic Capital, Subprime Market Analysis
Education
North Carolina State University
Master's Degree, Statistics
North Carolina State University
Master's Degree, Operations Research
Tsinghua University
Bachelor's Degree, Industrial Engineering
MUFG in the Americas January 2014 - Present
Union Bank October 2011 - January 2014
Credit One Bank July 2007 - October 2011
Skills
SAS, Predictive Modeling, Time Series Analysis, Logistic Regression, Cluster Analysis, Financial Risk, Risk Modeling, Portfolio Management, Matlab, Data Mining, Credit Risk, Statistical Modeling, Statistics, Segmentation, Stress Testing, Risk Management, Multivariate Analysis, Basel II, Risk Analysis, Factor Analysis, Decision Trees, Predictive Analytics, Credit Scoring, R, RiskFrontier, Loss Forecasting, Portfolio Optimization, Economic Capital, Subprime Market Analysis
Education
North Carolina State University
Master's Degree, Statistics
North Carolina State University
Master's Degree, Operations Research
Tsinghua University
Bachelor's Degree, Industrial Engineering
Tim Driscoll Tim Driscoll's Union Bank Experience February 2009 - October 2009
Job Account Manager
Industry Staffing and Recruiting
Experience
The Sourcery January 2015 - Present
ProLogistix May 2013 - November 2014
Vail Resorts 2012 - 2013
Nestle USA 2009 - 2012
Union Bank February 2009 - October 2009
Crutchfield Corporation January 2008 - January 2009
Scripps Howard News Service May 2005 - November 2007
Skills
Management, Account Management, Customer Service, Employee Engagement, Customer Satisfaction, Recruiting, Interviews, Onboarding, Human Resources, Budgets, Team Building, Sales, Building Relationships, Business Development, Networking, Staff Development, Community Engagement
Education
Ohio University
Bachelor of Arts (BA), Sociology
De La Salle High School
Diploma
The Sourcery January 2015 - Present
ProLogistix May 2013 - November 2014
Vail Resorts 2012 - 2013
Nestle USA 2009 - 2012
Union Bank February 2009 - October 2009
Crutchfield Corporation January 2008 - January 2009
Scripps Howard News Service May 2005 - November 2007
Skills
Management, Account Management, Customer Service, Employee Engagement, Customer Satisfaction, Recruiting, Interviews, Onboarding, Human Resources, Budgets, Team Building, Sales, Building Relationships, Business Development, Networking, Staff Development, Community Engagement
Education
Ohio University
Bachelor of Arts (BA), Sociology
De La Salle High School
Diploma
David Mulvaney Your Bow Tie Ballet Fundraising Guy David Mulvaney Your Bow Tie Ballet Fundraising Guy's Union Bank Experience June 2011 - September 2011
Job Development Manager at San Diego Civic Youth Ballet
Industry Nonprofit Organization Management
Experience
San Diego Civic Youth Ballet August 2015 - Present
Movement Mortgage, LLC August 2014 - August 2015
AmeriFirst Financial, Inc. December 2012 - January 2014
Community Housing Group LLC June 2005 - December 2013
Union Bank June 2011 - September 2011
GMAC Mortgage July 2003 - July 2005
Wells Fargo Home Mortgage January 2001 - September 2003
First Interstate Bank 1995 - 1997
Skills
Non-profits..., Non-profit Development, Non-profit Volunteering, Non-profit Leadership, Non-profit Board..., Non-profit Boards, Non-profit Consulting, Helping Others, Event Planning, Events Organisation, Event Management
Education
Northern Arizona University 1977 — 1981
Marketing/Fashion Merch
La Jolla High School 1976 — 1977
College Prep
University of San Diego High School 1973 — 1976
College Prep
San Diego Civic Youth Ballet August 2015 - Present
Movement Mortgage, LLC August 2014 - August 2015
AmeriFirst Financial, Inc. December 2012 - January 2014
Community Housing Group LLC June 2005 - December 2013
Union Bank June 2011 - September 2011
GMAC Mortgage July 2003 - July 2005
Wells Fargo Home Mortgage January 2001 - September 2003
First Interstate Bank 1995 - 1997
Skills
Non-profits..., Non-profit Development, Non-profit Volunteering, Non-profit Leadership, Non-profit Board..., Non-profit Boards, Non-profit Consulting, Helping Others, Event Planning, Events Organisation, Event Management
Education
Northern Arizona University 1977 — 1981
Marketing/Fashion Merch
La Jolla High School 1976 — 1977
College Prep
University of San Diego High School 1973 — 1976
College Prep
Lori Stuckman Lori Stuckman's Union Bank Experience 1987 - 1993
Job Educator at Prescott High School &Yavapai College/CoAdviser FBLA
Industry Education Management
Experience
Prescott High School July 2006 - Present
Yavapai College January 2000 - May 2014
Prescott Pines Realty March 1999 - August 2005
Wells Fargo Bank 1997 - 1999
Union Bank 1987 - 1993
Bank of America 1983 - 1987
Skills
Classroom, Adult Education, Student Engagement, Staff Development, Instructional Design, College Teaching, Management, Student Development, Tutoring, Courses, Student Affairs, Literacy, Teacher Training, Curriculum Development, Curriculum Mapping, Microsoft Office, Public Speaking, Business Ethics, Marketing, Curriculum Design, Google Apps, Technology Integration, Financial Analysis, Conflict Resolution, Economics, Resume Writing, Interviewing Skills, Team Leadership, Social Media Marketing, Team Building, Team Management, Organization Skills, Business Writing, Email Etiquette, Positive Youth..., Positive Work..., Fundraising, Budget Management, Department Budgeting, Organizational..., Reporting & Analysis, Strategic Planning, Event Planning, Event Management
Education
Northern Arizona University 2006 — 2008
Master of Education (M.Ed.), Secondary Education with a Business Emphasis, 4.0
Northern Arizona University 2004 — 2006
Bachelor of Science in Education, Elementary Education and Teaching, 4.0
University of California, Los Angeles 1978 — 1983
Bachelor of Arts (BA), Business/Economics
Prescott High School July 2006 - Present
Yavapai College January 2000 - May 2014
Prescott Pines Realty March 1999 - August 2005
Wells Fargo Bank 1997 - 1999
Union Bank 1987 - 1993
Bank of America 1983 - 1987
Skills
Classroom, Adult Education, Student Engagement, Staff Development, Instructional Design, College Teaching, Management, Student Development, Tutoring, Courses, Student Affairs, Literacy, Teacher Training, Curriculum Development, Curriculum Mapping, Microsoft Office, Public Speaking, Business Ethics, Marketing, Curriculum Design, Google Apps, Technology Integration, Financial Analysis, Conflict Resolution, Economics, Resume Writing, Interviewing Skills, Team Leadership, Social Media Marketing, Team Building, Team Management, Organization Skills, Business Writing, Email Etiquette, Positive Youth..., Positive Work..., Fundraising, Budget Management, Department Budgeting, Organizational..., Reporting & Analysis, Strategic Planning, Event Planning, Event Management
Education
Northern Arizona University 2006 — 2008
Master of Education (M.Ed.), Secondary Education with a Business Emphasis, 4.0
Northern Arizona University 2004 — 2006
Bachelor of Science in Education, Elementary Education and Teaching, 4.0
University of California, Los Angeles 1978 — 1983
Bachelor of Arts (BA), Business/Economics
William Craun's Union Bank Experience July 2007 - August 2008
Job
Industry Commercial Real Estate
Experience
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Steven Fines's Union Bank Experience February 2010 - July 2013
Job Analytical Technical Architect Sr. at CoreLogic
Industry Computer Software
Experience
CoreLogic November 2013 - Present
TEKsystems July 2013 - November 2013
Union Bank February 2010 - July 2013
Covario October 2008 - March 2010
ADP Tax and Financial Services July 2007 - October 2008
Cubic Transportation Systems January 2004 - July 2007
Cotelligent, Inc February 2002 - January 2004
Aquila, Inc November 1999 - February 2001
VML 1998 - 2000
Gateway 2000 1996 - 1998
Skills
J2EE, JBoss, Java, C#, C++, Portal Technologies, Oracle, MySQL, PostgreSQL, LDAP, Tomcat, Linux, Java Enterprise Edition, JMS, JBoss Application Server, Software Development, Software Engineering, Software Design, Web Services, Hibernate, JSP
Education
National University (PH) 2004 — 2006
BBA, Finance
University of Kansas 1999 — 2001
History
Avila College
Finance
Central Missouri State University
CoreLogic November 2013 - Present
TEKsystems July 2013 - November 2013
Union Bank February 2010 - July 2013
Covario October 2008 - March 2010
ADP Tax and Financial Services July 2007 - October 2008
Cubic Transportation Systems January 2004 - July 2007
Cotelligent, Inc February 2002 - January 2004
Aquila, Inc November 1999 - February 2001
VML 1998 - 2000
Gateway 2000 1996 - 1998
Skills
J2EE, JBoss, Java, C#, C++, Portal Technologies, Oracle, MySQL, PostgreSQL, LDAP, Tomcat, Linux, Java Enterprise Edition, JMS, JBoss Application Server, Software Development, Software Engineering, Software Design, Web Services, Hibernate, JSP
Education
National University (PH) 2004 — 2006
BBA, Finance
University of Kansas 1999 — 2001
History
Avila College
Finance
Central Missouri State University
Bill Palace, PMP, ITIL's Union Bank Experience October 2012 - January 2013
Job
Industry Financial Services
Experience
SWRP 2002 - Present
Farmers Insurance January 2015 - May 2015
Cetera Financial Group January 2014 - August 2014
loanDepot May 2013 - August 2013
Union Bank October 2012 - January 2013
120 Venture Construction, Inc. January 2012 - September 2012
ASICS America July 2008 - July 2011
Bandai America March 2007 - January 2008
Aspect Communications December 1999 - May 2001
Sterling Software January 1999 - December 1999
Skills
Business Process, PMP, Requirements Analysis, SDLC, Cross-functional Team..., ERP, Integration, Program Management, Vendor Management, Change Management, Project Management, Outsourcing, Project Planning, Process Improvement, Software Project..., Data Integration, Business Analysis, Business Process..., Business Process Design, Waterfall, IT Management, Systems Analysis, Product Management, Business Requirements, Visio, CISA, Sarbanes-Oxley Act, Software Requirements, MS Project, Project Execution, Project Control, Project Initiation, Software Integration, Business Case, Use Case Analysis, Project Turnaround, Gap Analysis, RFP, SOW, Requirements Gathering, IT Governance, Project Implementation, Process Engineering, CMMI, ITIL, Business Management, Resource Management, SOX, Risk Assessment, SAP FICO
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
MBA
New England School of Law
Doctor of Law (JD)
Syracuse University
BA
SWRP 2002 - Present
Farmers Insurance January 2015 - May 2015
Cetera Financial Group January 2014 - August 2014
loanDepot May 2013 - August 2013
Union Bank October 2012 - January 2013
120 Venture Construction, Inc. January 2012 - September 2012
ASICS America July 2008 - July 2011
Bandai America March 2007 - January 2008
Aspect Communications December 1999 - May 2001
Sterling Software January 1999 - December 1999
Skills
Business Process, PMP, Requirements Analysis, SDLC, Cross-functional Team..., ERP, Integration, Program Management, Vendor Management, Change Management, Project Management, Outsourcing, Project Planning, Process Improvement, Software Project..., Data Integration, Business Analysis, Business Process..., Business Process Design, Waterfall, IT Management, Systems Analysis, Product Management, Business Requirements, Visio, CISA, Sarbanes-Oxley Act, Software Requirements, MS Project, Project Execution, Project Control, Project Initiation, Software Integration, Business Case, Use Case Analysis, Project Turnaround, Gap Analysis, RFP, SOW, Requirements Gathering, IT Governance, Project Implementation, Process Engineering, CMMI, ITIL, Business Management, Resource Management, SOX, Risk Assessment, SAP FICO
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
MBA
New England School of Law
Doctor of Law (JD)
Syracuse University
BA
Farhan Sarwar's Union Bank Experience August 2012 - February 2013
Job Software Development Manager at Zurple Inc
Industry Computer Software
Experience
Zurple January 2015 - Present
Union Bank August 2012 - February 2013
Avalara January 2010 - December 2012
Taxcient Inc July 2007 - January 2010
Pay By Touch 2007 - 2007
End 2 End Solution Providers [E2ESP] 2005 - 2006
ESPGITS (formerly: ABN AMRO Global IT Systems) 2002 - 2005
ABN AMRO Global IT Systems (Pvt.) Ltd., Lahore, Pakistan. August 2000 - April 2002
EDP Private (Ltd) 2000 - 2001
Skills
Web Services, Java Enterprise Edition, Java, Agile Methodologies, SQL, Linux, Hibernate, SOA, JavaScript, XML, C#, Software Development, Software Design, .NET, AJAX, UML, Software Engineering, Communication, J2EE Application..., Oracle
Education
Adamjee Government Science College 1996 — 1997
Higher Secondary School Certificate
National University of Computer and Emerging Sciences 1996 — 1997
Bachelors in Computer Sciences, Computer Scneince
Zurple January 2015 - Present
Union Bank August 2012 - February 2013
Avalara January 2010 - December 2012
Taxcient Inc July 2007 - January 2010
Pay By Touch 2007 - 2007
End 2 End Solution Providers [E2ESP] 2005 - 2006
ESPGITS (formerly: ABN AMRO Global IT Systems) 2002 - 2005
ABN AMRO Global IT Systems (Pvt.) Ltd., Lahore, Pakistan. August 2000 - April 2002
EDP Private (Ltd) 2000 - 2001
Skills
Web Services, Java Enterprise Edition, Java, Agile Methodologies, SQL, Linux, Hibernate, SOA, JavaScript, XML, C#, Software Development, Software Design, .NET, AJAX, UML, Software Engineering, Communication, J2EE Application..., Oracle
Education
Adamjee Government Science College 1996 — 1997
Higher Secondary School Certificate
National University of Computer and Emerging Sciences 1996 — 1997
Bachelors in Computer Sciences, Computer Scneince
Kathy Fiumara, CFE's Union Bank Experience July 2012 - August 2014
Job Director, Fraud Program Office at MUFG Americas
Industry Banking
Experience
MUFG Americas September 2014 - Present
Union Bank July 2012 - August 2014
Union Bank August 2011 - July 2012
Sovereign Bank - Banco Santander April 2009 - August 2011
Sovereign Bank February 2005 - July 2009
Sovereign Bank July 2000 - February 2005
Chase Manhattan Mortgage November 1998 - July 2000
State Street Bank September 1989 - November 1998
Skills
Risk, Security, Banking, Analysis, Compliance, Risk Management, Executive Management, BSA, Bank Secrecy Act, Operational Risk, Fraud, Loss Prevention, Operational Risk..., Fraud Prevention, Fraud Investigations, Certified Fraud Examiner, Physical Security, Financial Risk, Strategy, Enterprise Risk..., Internal Audit, AML, Private Investigations, Investigation, Cash Management, Financial Services, Risk Assessment, Debit Cards, Leadership, Loans, Management, KYC
Education
New England College of Business
Bachelor’s Degree
Northeastern University
Certification
Regis College
MUFG Americas September 2014 - Present
Union Bank July 2012 - August 2014
Union Bank August 2011 - July 2012
Sovereign Bank - Banco Santander April 2009 - August 2011
Sovereign Bank February 2005 - July 2009
Sovereign Bank July 2000 - February 2005
Chase Manhattan Mortgage November 1998 - July 2000
State Street Bank September 1989 - November 1998
Skills
Risk, Security, Banking, Analysis, Compliance, Risk Management, Executive Management, BSA, Bank Secrecy Act, Operational Risk, Fraud, Loss Prevention, Operational Risk..., Fraud Prevention, Fraud Investigations, Certified Fraud Examiner, Physical Security, Financial Risk, Strategy, Enterprise Risk..., Internal Audit, AML, Private Investigations, Investigation, Cash Management, Financial Services, Risk Assessment, Debit Cards, Leadership, Loans, Management, KYC
Education
New England College of Business
Bachelor’s Degree
Northeastern University
Certification
Regis College
Namita Dandekar's Union Bank Experience December 2010 - May 2011
Job Senior Business Intelligence Developer at Brandes Investment Partners
Industry Information Technology and Services
Experience
Brandes Investment Partners March 2014 - Present
CoreLogic Credco May 2011 - March 2014
Union Bank December 2010 - May 2011
Mitchell1 April 2008 - November 2010
X3 Management June 2007 - April 2008
Accredited Home Lenders March 2003 - March 2007
Kintera February 2002 - February 2003
Digital Systems International Corporation November 1996 - November 2000
LPL financial Services January 1996 - November 1996
Scudder Stevens and Clark July 1994 - December 1995
Skills
T-SQL Stored Procedures, Analytics, Testing, TFS, ETL, Database Design, Data Modeling, Microsoft SQL Server, ssis, ssrs, T-SQL, Databases, SSAS 2008
Education
Northeastern University 1992 — 1994
Master of Computer Science, Database Management
University of Pune 1989 — 1992
BS, Computer Science
Brandes Investment Partners March 2014 - Present
CoreLogic Credco May 2011 - March 2014
Union Bank December 2010 - May 2011
Mitchell1 April 2008 - November 2010
X3 Management June 2007 - April 2008
Accredited Home Lenders March 2003 - March 2007
Kintera February 2002 - February 2003
Digital Systems International Corporation November 1996 - November 2000
LPL financial Services January 1996 - November 1996
Scudder Stevens and Clark July 1994 - December 1995
Skills
T-SQL Stored Procedures, Analytics, Testing, TFS, ETL, Database Design, Data Modeling, Microsoft SQL Server, ssis, ssrs, T-SQL, Databases, SSAS 2008
Education
Northeastern University 1992 — 1994
Master of Computer Science, Database Management
University of Pune 1989 — 1992
BS, Computer Science
Jeff Pierce, PMP's Union Bank Experience 2010 - 2011
Job Program MgrOffice of CIO & IT Acquisitions at Cisco
Industry Information Technology and Services
Experience
Cisco October 2013 - Present
NetApp July 2011 - June 2013
Union Bank 2010 - 2011
Cisco Systems May 2010 - September 2010
Bank of America Home Loans December 2008 - May 2010
Surrex Project Solutions (DIRECTV) February 2008 - November 2008
Helio February 2007 - October 2007
Walker Interactive June 1992 - June 2002
Liberty Mutual Insurance 1999 - 2001
Ernst & Young September 1990 - May 1992
Skills
ERP, CRM, Management Consulting, Banking, Accounts Receivable, Telecommunications, Accounts Payable, SDLC, Business Analysis, Vendor Management, PMO, Program Management, PMP, Process Improvement, Risk Management
Education
Ohio University 1986 — 1987
MBA, Finance
Ohio University 1983 — 1986
BS, Economics
Edison
Stanford University
Cisco October 2013 - Present
NetApp July 2011 - June 2013
Union Bank 2010 - 2011
Cisco Systems May 2010 - September 2010
Bank of America Home Loans December 2008 - May 2010
Surrex Project Solutions (DIRECTV) February 2008 - November 2008
Helio February 2007 - October 2007
Walker Interactive June 1992 - June 2002
Liberty Mutual Insurance 1999 - 2001
Ernst & Young September 1990 - May 1992
Skills
ERP, CRM, Management Consulting, Banking, Accounts Receivable, Telecommunications, Accounts Payable, SDLC, Business Analysis, Vendor Management, PMO, Program Management, PMP, Process Improvement, Risk Management
Education
Ohio University 1986 — 1987
MBA, Finance
Ohio University 1983 — 1986
BS, Economics
Edison
Stanford University
Mohammed Yaser's Union Bank Experience December 2013 - Present
Job Skilled IT Leader Corporate Systems
Industry Financial Services
Experience
Union Bank December 2013 - Present
Franklin Templeton Investments April 2009 - December 2013
Franklin Templeton Investments April 2006 - March 2009
Hewitt Associates February 2004 - March 2006
Hewitt Associates September 2001 - February 2004
TransTech Inc January 2000 - September 2001
TransTech Inc. May 1998 - January 2000
Skills
PeopleSoft, SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Software Project..., Business Intelligence, Process Improvement, Project Management, Visio, Business Process..., Strategic Planning, IT Strategy, Program Management, Team Leadership, Situational Leadership, Analytics, PMP, Project Portfolio..., ERP, Integration, Business Process..., Enterprise Architecture, IT Management, SharePoint, Business Process, Team Management, Cross-functional Team..., Project Delivery, Outsourcing, Change Management, Governance, Resource Management, Business Requirements, Process Engineering, PMO, Service Delivery, ITIL, Risk Management, IT Service Management, MS Project, Disaster Recovery, Software Documentation
Education
The University of Memphis 1995 — 1997
Master in Business Administration, Management Information Systems, Accounting, Org. Behavior
Nicholls State University 1993 — 1994
Management
The University of Memphis 1992 — 1993
Master of Science, Bio-Medical Engineering
Bangalore Institute of Technology 1985 — 1990
BE, Instrumentation Engineering
Union Bank December 2013 - Present
Franklin Templeton Investments April 2009 - December 2013
Franklin Templeton Investments April 2006 - March 2009
Hewitt Associates February 2004 - March 2006
Hewitt Associates September 2001 - February 2004
TransTech Inc January 2000 - September 2001
TransTech Inc. May 1998 - January 2000
Skills
PeopleSoft, SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Software Project..., Business Intelligence, Process Improvement, Project Management, Visio, Business Process..., Strategic Planning, IT Strategy, Program Management, Team Leadership, Situational Leadership, Analytics, PMP, Project Portfolio..., ERP, Integration, Business Process..., Enterprise Architecture, IT Management, SharePoint, Business Process, Team Management, Cross-functional Team..., Project Delivery, Outsourcing, Change Management, Governance, Resource Management, Business Requirements, Process Engineering, PMO, Service Delivery, ITIL, Risk Management, IT Service Management, MS Project, Disaster Recovery, Software Documentation
Education
The University of Memphis 1995 — 1997
Master in Business Administration, Management Information Systems, Accounting, Org. Behavior
Nicholls State University 1993 — 1994
Management
The University of Memphis 1992 — 1993
Master of Science, Bio-Medical Engineering
Bangalore Institute of Technology 1985 — 1990
BE, Instrumentation Engineering
Ken DeFeo's Union Bank Experience August 2011 - Present
Job Director.
Industry Financial Services
Experience
Union Bank August 2011 - Present
Alternative Lending Solutions April 2011 - May 2011
Chase Home Finance November 2008 - March 2011
Alternative Lending Solutions February 2008 - November 2008
BNC Mortgage - A Lehman Brothers Company November 1995 - October 2007
Skills
Process Improvement, Mortgage Lending, Management, Loss Mitigation, Loans, Executive Management, REO, Business Development, Banking, Integration, Appraisals, Asset Management, Valuation, Analysis, Real Estate, Leadership, Budgets, Mortgage Banking, Negotiation, Finance, Quality Assurance, Financial Analysis, Start-ups, Loan Origination, FHA, Credit
Education
NHTI, Concord's Community College 1983 — 1985
AAs, Industrial Electricity
University of Vermont 1981 — 1982
Union Bank August 2011 - Present
Alternative Lending Solutions April 2011 - May 2011
Chase Home Finance November 2008 - March 2011
Alternative Lending Solutions February 2008 - November 2008
BNC Mortgage - A Lehman Brothers Company November 1995 - October 2007
Skills
Process Improvement, Mortgage Lending, Management, Loss Mitigation, Loans, Executive Management, REO, Business Development, Banking, Integration, Appraisals, Asset Management, Valuation, Analysis, Real Estate, Leadership, Budgets, Mortgage Banking, Negotiation, Finance, Quality Assurance, Financial Analysis, Start-ups, Loan Origination, FHA, Credit
Education
NHTI, Concord's Community College 1983 — 1985
AAs, Industrial Electricity
University of Vermont 1981 — 1982
Brian Milton, CFA, CPA's Union Bank Experience February 2014 - Present
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank February 2014 - Present
Branson Tourism Center December 2008 - February 2014
PennyMac April 2008 - December 2008
Countrywide Bank August 2004 - April 2008
Deloitte & Touche January 2003 - August 2004
Skills
Finance, Financial Analysis, Financial Modeling, Financial Forecasting, Financial Reporting, Banking, Corporate Finance, Analysis, Strategy, Budgets, Strategic Planning, Online Advertising, Search Advertising, Paid Search Campaigns, SEO, Financial Audits, Financial Risk, Risk Management, Internal Controls, Enterprise Risk..., Credit
Education
Northern Arizona University, College of Business Administration 1998 — 2002
BS Accountancy and BS Business Administration - Finance
Union Bank February 2014 - Present
Branson Tourism Center December 2008 - February 2014
PennyMac April 2008 - December 2008
Countrywide Bank August 2004 - April 2008
Deloitte & Touche January 2003 - August 2004
Skills
Finance, Financial Analysis, Financial Modeling, Financial Forecasting, Financial Reporting, Banking, Corporate Finance, Analysis, Strategy, Budgets, Strategic Planning, Online Advertising, Search Advertising, Paid Search Campaigns, SEO, Financial Audits, Financial Risk, Risk Management, Internal Controls, Enterprise Risk..., Credit
Education
Northern Arizona University, College of Business Administration 1998 — 2002
BS Accountancy and BS Business Administration - Finance
Sudi Farokhnia's Union Bank Experience May 2015 - Present
Job VP, Sr. Operational Risk Analyst at Union Bank
Industry Financial Services
Experience
Union Bank May 2015 - Present
Independent Consulting June 2013 - March 2015
Bank of America Insurance Services Group January 2009 - March 2013
Countrywide Insurance Group July 2005 - January 2009
Balboa Insurance Group May 2003 - July 2005
ALAN CHABOK, CPA October 2002 - March 2003
GOREN, BONWELL, & KELLEY, “CPAs” August 2000 - May 2002
ALFOCCINO RESTAURANT – September 1987 - June 2000
Skills
Organizational..., Able To Multi-task, Analysis, Sarbanes-Oxley Act, Management, Auditing, Financial Reporting, Finance, Risk Assessment, Software Documentation, Accounting, Project Planning, Insurance, Governance, Portfolio Management, Risk Management, Executive Management, Leadership, Policy, Internal Audit, Team Leadership, Analytical Skills, Financial Risk, Access, Business Analysis, Mergers & Acquisitions, Due Diligence, Banking, Internal Controls, Process Improvement, Forecasting, Vendor Management, Business Process
Education
Oakland University 1992 — 1998
Bachelor of Science (BS), Double major: Accounting & Finance
Mott High School 1986 — 1988
Diploma, Natural Science
Union Bank May 2015 - Present
Independent Consulting June 2013 - March 2015
Bank of America Insurance Services Group January 2009 - March 2013
Countrywide Insurance Group July 2005 - January 2009
Balboa Insurance Group May 2003 - July 2005
ALAN CHABOK, CPA October 2002 - March 2003
GOREN, BONWELL, & KELLEY, “CPAs” August 2000 - May 2002
ALFOCCINO RESTAURANT – September 1987 - June 2000
Skills
Organizational..., Able To Multi-task, Analysis, Sarbanes-Oxley Act, Management, Auditing, Financial Reporting, Finance, Risk Assessment, Software Documentation, Accounting, Project Planning, Insurance, Governance, Portfolio Management, Risk Management, Executive Management, Leadership, Policy, Internal Audit, Team Leadership, Analytical Skills, Financial Risk, Access, Business Analysis, Mergers & Acquisitions, Due Diligence, Banking, Internal Controls, Process Improvement, Forecasting, Vendor Management, Business Process
Education
Oakland University 1992 — 1998
Bachelor of Science (BS), Double major: Accounting & Finance
Mott High School 1986 — 1988
Diploma, Natural Science
David Marusa's Union Bank Experience January 2013 - December 2014
Job Mortgage Professional
Industry Financial Services
Experience
Mortgage Professional January 2015 - Present
Union Bank January 2013 - December 2014
Bank of America Home Loans October 2008 - February 2012
Countrywide Bank April 2004 - August 2008
Freddie Mac August 1988 - April 2004
Skills
Mortgage Banking, Loans, Credit, Mortgage Lending, Mortgage Underwriting, Loan Origination, Consumer Lending, Commercial Lending, Credit Analysis, Residential Mortgages, Credit Risk, Refinance, FHA, Loan Servicing, Mortgage Servicing
Education
Ohio University 1982 — 1985
Mortgage Professional January 2015 - Present
Union Bank January 2013 - December 2014
Bank of America Home Loans October 2008 - February 2012
Countrywide Bank April 2004 - August 2008
Freddie Mac August 1988 - April 2004
Skills
Mortgage Banking, Loans, Credit, Mortgage Lending, Mortgage Underwriting, Loan Origination, Consumer Lending, Commercial Lending, Credit Analysis, Residential Mortgages, Credit Risk, Refinance, FHA, Loan Servicing, Mortgage Servicing
Education
Ohio University 1982 — 1985
David Tademaru's Union Bank Experience 1986 - 1991
Job Executive Director & Corporate Asst Treasurer at Ingram Micro
Industry Information Technology and Services
Experience
Ingram Micro 2005 - Present
Toyota Financial Services 1992 - 2005
Union Bank 1986 - 1991
Skills
Treasury Management, Financial Analysis, Cash Management, Capital Markets, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Portfolio Management, Risk Management, Management, Process Improvement, Treasury, Banking, Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management
MBA
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Ingram Micro 2005 - Present
Toyota Financial Services 1992 - 2005
Union Bank 1986 - 1991
Skills
Treasury Management, Financial Analysis, Cash Management, Capital Markets, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Portfolio Management, Risk Management, Management, Process Improvement, Treasury, Banking, Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management
MBA
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Michelle Linton's Union Bank Experience February 2007 - February 2008
Job Realtor
Industry Real Estate
Experience
Linton Real Estate, LLC March 2004 - Present
Linton Real Estate, LLC December 2008 - September 2012
Union Bank February 2007 - February 2008
Nordstrom January 2006 - January 2007
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Online Advertising, Digital Marketing, Marketing, Customer Service, Public Relations, Styling, Stylists, Vintage Clothing, Fashion, Fashion Shows, Online Marketing
Education
Northern Arizona University 1999 — 2004
Bachelor of Science in Public Relations, Communication and Media Studies
Sinagua High School 1995 — 1998
Linton Real Estate, LLC March 2004 - Present
Linton Real Estate, LLC December 2008 - September 2012
Union Bank February 2007 - February 2008
Nordstrom January 2006 - January 2007
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Online Advertising, Digital Marketing, Marketing, Customer Service, Public Relations, Styling, Stylists, Vintage Clothing, Fashion, Fashion Shows, Online Marketing
Education
Northern Arizona University 1999 — 2004
Bachelor of Science in Public Relations, Communication and Media Studies
Sinagua High School 1995 — 1998
Banaga Abdelmagid's Union Bank Experience October 2014 - Present
Job Director, SVP at MUFG Union Bank, NA
Industry Financial Services
Experience
Union Bank October 2014 - Present
Union Bank July 2010 - October 2014
WellsFargo August 2007 - February 2010
Citicards March 2003 - August 2007
Sears, Roebuck and Co. January 1999 - August 2003
FirstPlus Financial 1998 - 1999
SAS Institute July 1996 - August 1998
Skills
Risk Management, Management, Credit Risk, SAS, Analytics, Credit Analysis, Segmentation, Project Management, Credit Cards, Financial Modeling, Financial Services, Financial Analysis, Business Analysis, Financial Risk, Banking, Predictive Modeling, Forecasting, Data Mining, Credit, Retail Banking, Basel II, Credit Scoring, SAS programming, Payments, Portfolio Management, Risk Analytics, Consumer Lending, Market Risk, Predictive Analytics
Education
North Carolina State University 1991 — 1995
PhD., Economics/Econometrics
University of Khartoum
University of Khartoum
University of Khartoum
Union Bank October 2014 - Present
Union Bank July 2010 - October 2014
WellsFargo August 2007 - February 2010
Citicards March 2003 - August 2007
Sears, Roebuck and Co. January 1999 - August 2003
FirstPlus Financial 1998 - 1999
SAS Institute July 1996 - August 1998
Skills
Risk Management, Management, Credit Risk, SAS, Analytics, Credit Analysis, Segmentation, Project Management, Credit Cards, Financial Modeling, Financial Services, Financial Analysis, Business Analysis, Financial Risk, Banking, Predictive Modeling, Forecasting, Data Mining, Credit, Retail Banking, Basel II, Credit Scoring, SAS programming, Payments, Portfolio Management, Risk Analytics, Consumer Lending, Market Risk, Predictive Analytics
Education
North Carolina State University 1991 — 1995
PhD., Economics/Econometrics
University of Khartoum
University of Khartoum
University of Khartoum
Brett Wheeler's Union Bank Experience May 2013 - December 2013
Job Global Real Estate Advisor at Engel & Völkers Newport Beach
Industry Real Estate
Experience
Engel & Völkers Newport Beach April 2015 - Present
Berkshire Hathaway Home Services November 2014 - April 2015
Union Bank May 2013 - December 2013
Union Bank March 2013 - May 2013
US Real Estate Services, INC March 2008 - November 2012
Adecco Staffing, USA January 2008 - May 2008
Pacific Coast Mortgage July 2007 - January 2008
Residential Finance America January 2006 - May 2007
American Residential Funding January 2003 - December 2005
Skills
Investment Properties, Loans, Banking, Underwriting, Referrals, Real Estate, REO, Foreclosures, Mortgage Lending, Property, Credit, Valuation, Appraisals, Refinance, Residential Homes, Commercial Mortgages, Real Estate Transactions, Closings, Mortgage Banking, Residential Mortgages, Commercial Real Estate, Analysis, Financial Risk, Loan Servicing
Education
Orange Coast College 1995 — 2000
Engel & Völkers Newport Beach April 2015 - Present
Berkshire Hathaway Home Services November 2014 - April 2015
Union Bank May 2013 - December 2013
Union Bank March 2013 - May 2013
US Real Estate Services, INC March 2008 - November 2012
Adecco Staffing, USA January 2008 - May 2008
Pacific Coast Mortgage July 2007 - January 2008
Residential Finance America January 2006 - May 2007
American Residential Funding January 2003 - December 2005
Skills
Investment Properties, Loans, Banking, Underwriting, Referrals, Real Estate, REO, Foreclosures, Mortgage Lending, Property, Credit, Valuation, Appraisals, Refinance, Residential Homes, Commercial Mortgages, Real Estate Transactions, Closings, Mortgage Banking, Residential Mortgages, Commercial Real Estate, Analysis, Financial Risk, Loan Servicing
Education
Orange Coast College 1995 — 2000
Sam Siegel's Union Bank Experience July 2014 - Present
Job VP Lead software engineer, Retail Solutions, at Union Bank
Industry Computer Software
Experience
Union Bank July 2014 - Present
Union Bank April 2013 - June 2014
Union bank April 2011 - March 2013
Union Bank September 2010 - September 2011
Visa Europe March 2009 - June 2010
Visa 2001 - 2008
Arkeia Software 1998 - 2000
Visa September 1996 - December 1998
Bank of America January 1994 - August 1996
Electronic data systems 1984 - 1994
Skills
C++, IBM Assembler, COBOL, CICS, XDC, Xpediter, ISPF, TSO, JCL, IPCS, HLASM, z/OS, MVS, CA7, Control-M, Microsoft Office, Jobscan, FTP, WebSphere MQ, Kernel Programming, Kernel Debugging, SPUFI, Fileaid, Syncsort, IMS DB/DC, DFSORT, NDM, Connect Direct, HP Service Center, CPCS, Xerces, XML, Unicode, multi-tasking design, DB2, Payment Systems, Unix, SDLC, Payment Card Processing, Agile Methodologies, Endeavor, Mainframe, Testing, BAL, Operating Systems, Credit Cards, Assembly Language, Management, C
Education
Northeastern University 1978 — 1982
Bachelor's degree, Finance
Union Bank July 2014 - Present
Union Bank April 2013 - June 2014
Union bank April 2011 - March 2013
Union Bank September 2010 - September 2011
Visa Europe March 2009 - June 2010
Visa 2001 - 2008
Arkeia Software 1998 - 2000
Visa September 1996 - December 1998
Bank of America January 1994 - August 1996
Electronic data systems 1984 - 1994
Skills
C++, IBM Assembler, COBOL, CICS, XDC, Xpediter, ISPF, TSO, JCL, IPCS, HLASM, z/OS, MVS, CA7, Control-M, Microsoft Office, Jobscan, FTP, WebSphere MQ, Kernel Programming, Kernel Debugging, SPUFI, Fileaid, Syncsort, IMS DB/DC, DFSORT, NDM, Connect Direct, HP Service Center, CPCS, Xerces, XML, Unicode, multi-tasking design, DB2, Payment Systems, Unix, SDLC, Payment Card Processing, Agile Methodologies, Endeavor, Mainframe, Testing, BAL, Operating Systems, Credit Cards, Assembly Language, Management, C
Education
Northeastern University 1978 — 1982
Bachelor's degree, Finance
Connie De Vera's Union Bank Experience March 2013 - July 2014
Job Sr Compensation Analyst at Robert Half
Industry Consumer Services
Experience
Robert Half August 2014 - Present
Union Bank March 2013 - July 2014
The Clorox Company October 2008 - March 2013
Longs Drugs April 2005 - October 2008
PriceWaterhouseCoopers - Global Human Resources Services September 2004 - March 2006
Barra, Inc. (now Morgan Stanley Capital International Barra) 2000 - 2004
PaineWebber, Inc. (now UBS) October 1998 - October 2000
Accenture April 1996 - October 1998
Education
New York University 1996 — 1998
M.A., Industrial Psychology
University of Santo Tomas 1987 — 1991
B.S., Psychology
Robert Half August 2014 - Present
Union Bank March 2013 - July 2014
The Clorox Company October 2008 - March 2013
Longs Drugs April 2005 - October 2008
PriceWaterhouseCoopers - Global Human Resources Services September 2004 - March 2006
Barra, Inc. (now Morgan Stanley Capital International Barra) 2000 - 2004
PaineWebber, Inc. (now UBS) October 1998 - October 2000
Accenture April 1996 - October 1998
Education
New York University 1996 — 1998
M.A., Industrial Psychology
University of Santo Tomas 1987 — 1991
B.S., Psychology
John Kochevar's Union Bank Experience November 2010 - Present
Job VP Analytics and Information
Industry Banking
Experience
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Brad Leonard's Union Bank Experience April 2000 - July 2007
Job Sr. MEP Relationship Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2007 - Present
Union Bank April 2000 - July 2007
Nationwide Financial November 1998 - April 2000
Skills
Mutual Funds, Retirement, Retirement Planning, 401k, Benefits Administration, Series 63, Portfolio Management, Employee Benefits, Investments, Financial Services, Relationship Management, Business Development, Investment Management, Series 6, Pensions, Series 7, Insurance
Education
University of Maryland University College 2002 — 2004
MBA, Business
Ohio Wesleyan University 1995 — 1998
Bachelor, Economics
Transamerica Retirement Solutions July 2007 - Present
Union Bank April 2000 - July 2007
Nationwide Financial November 1998 - April 2000
Skills
Mutual Funds, Retirement, Retirement Planning, 401k, Benefits Administration, Series 63, Portfolio Management, Employee Benefits, Investments, Financial Services, Relationship Management, Business Development, Investment Management, Series 6, Pensions, Series 7, Insurance
Education
University of Maryland University College 2002 — 2004
MBA, Business
Ohio Wesleyan University 1995 — 1998
Bachelor, Economics
Lydia Kenewell's Union Bank Experience May 1985 - August 1990
Job Senior Investigator at U.S. Department of Labor
Industry Government Administration
Experience
U.S. Department of Labor January 2010 - Present
K&W Benefit Consultants, Inc June 1992 - January 2010
K&W Benefit Consultants, Inc. 1992 - January 2010
Union Bank May 1985 - August 1990
Education
Occidental College 1969 — 1973
B.A.
U.S. Department of Labor January 2010 - Present
K&W Benefit Consultants, Inc June 1992 - January 2010
K&W Benefit Consultants, Inc. 1992 - January 2010
Union Bank May 1985 - August 1990
Education
Occidental College 1969 — 1973
B.A.
Kaci Trojan's Union Bank Experience May 1999 - August 1999
Job Associate Attorney
Industry Law Practice
Experience
Durbin, Larimore, and Bialick May 2009 - Present
Durbin, Larimore and Bialick, P.C. May 2008 - August 2009
Oklahoma City Municipal Counselor's Office May 2007 - May 2008
Souper Salad May 2000 - May 2002
Union Bank May 1999 - August 1999
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Courts, Mediation, Hearings, Product Liability, Commercial Litigation, Insurance Law, Family Law, Arbitration, Corporate Law, Trial Practice, Personal Injury, Trials, Estate Planning, Bankruptcy, Westlaw, Appeals, Torts
Education
University of Oklahoma College of Law 2006 — 2009
JD, Law
Oklahoma State University 2002 — 2006
B.S., Accounting
Putnam City North High School 1998 — 2002
Durbin, Larimore, and Bialick May 2009 - Present
Durbin, Larimore and Bialick, P.C. May 2008 - August 2009
Oklahoma City Municipal Counselor's Office May 2007 - May 2008
Souper Salad May 2000 - May 2002
Union Bank May 1999 - August 1999
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Courts, Mediation, Hearings, Product Liability, Commercial Litigation, Insurance Law, Family Law, Arbitration, Corporate Law, Trial Practice, Personal Injury, Trials, Estate Planning, Bankruptcy, Westlaw, Appeals, Torts
Education
University of Oklahoma College of Law 2006 — 2009
JD, Law
Oklahoma State University 2002 — 2006
B.S., Accounting
Putnam City North High School 1998 — 2002
Hikari Coulter's Union Bank Experience August 2011 - October 2012
Job Credit Analyst at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Mufg union bank July 2013 - Present
Union Bank August 2011 - October 2012
Yamasaki Insurance Agency 2008 - March 2011
Alpine Electronics April 2006 - December 2007
Skills
Credit, Loans, Credit Analysis, Relationship Management, Banking, Portfolio Management, Financial Risk, Financial Services, Corporate Finance, Investments, Finance
Education
Oakton Community College 2014 — 2016
Accounting
Waseda University 2002 — 2006
Bachelor, Law
Mufg union bank July 2013 - Present
Union Bank August 2011 - October 2012
Yamasaki Insurance Agency 2008 - March 2011
Alpine Electronics April 2006 - December 2007
Skills
Credit, Loans, Credit Analysis, Relationship Management, Banking, Portfolio Management, Financial Risk, Financial Services, Corporate Finance, Investments, Finance
Education
Oakton Community College 2014 — 2016
Accounting
Waseda University 2002 — 2006
Bachelor, Law
Glenn Milan's Union Bank Experience November 2013 - Present
Job Portfolio Operations Specialist at Union Bank
Industry Banking
Experience
Union Bank November 2013 - Present
Wells Fargo January 2013 - October 2013
First American Title February 2012 - January 2013
Skills
Short Sales, Real Estate, First Time Home Buyers, Single Family Homes, Foreclosures, Relocation, Condos, REO, Real Estate Transactions, FHA, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Banking, Credit Analysis, Customer Service, Microsoft Office, Residential Mortgages, Sales, Credit
Education
Orange Coast College 2009 — 2012
Associate's degree, Business Administration and Management, General
Union Bank November 2013 - Present
Wells Fargo January 2013 - October 2013
First American Title February 2012 - January 2013
Skills
Short Sales, Real Estate, First Time Home Buyers, Single Family Homes, Foreclosures, Relocation, Condos, REO, Real Estate Transactions, FHA, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Banking, Credit Analysis, Customer Service, Microsoft Office, Residential Mortgages, Sales, Credit
Education
Orange Coast College 2009 — 2012
Associate's degree, Business Administration and Management, General
Denise Krafft's Union Bank Experience 1993 - 2005
Job Personal Banker
Industry Banking
Experience
Centrue Bank July 2014 - Present
Castle Bank May 2005 - July 2014
Union Bank 1993 - 2005
Skills
Mortgage Lending, Refinance, Banking, Loans, Real Estate, Credit, Finance, Investment Properties, Sales Management, Customer Service, Microsoft Excel, Training, Budgets, Commercial Lending, Mortgage Banking, Loan Origination, Consumer Lending, Small Business Lending, Credit Analysis, FHA, Commercial Banking, Underwriting, Commercial Mortgages, Branch Management, Retail Banking, Residential Mortgages, Investments, USDA, Financial Analysis
Education
Northern Illinois University 1983 — 1985
BS, Finance
Centrue Bank July 2014 - Present
Castle Bank May 2005 - July 2014
Union Bank 1993 - 2005
Skills
Mortgage Lending, Refinance, Banking, Loans, Real Estate, Credit, Finance, Investment Properties, Sales Management, Customer Service, Microsoft Excel, Training, Budgets, Commercial Lending, Mortgage Banking, Loan Origination, Consumer Lending, Small Business Lending, Credit Analysis, FHA, Commercial Banking, Underwriting, Commercial Mortgages, Branch Management, Retail Banking, Residential Mortgages, Investments, USDA, Financial Analysis
Education
Northern Illinois University 1983 — 1985
BS, Finance
Randall Brannan's Union Bank Experience September 2010 - Present
Job Union Bank PAGSAD
Industry Banking
Experience
Union Bank September 2010 - Present
SummerFallow, LLC March 2005 - August 2012
Viking Bank May 2002 - August 2009
Bay Bank July 1999 - May 2002
EvergreenBank February 1982 - July 1999
Skills
Investment Properties, Commercial Lending, Leadership, Customer Service, Investments, Small Business Lending, Loans, Banking, Credit, Commercial Banking, Credit Analysis, Loan Origination, Portfolio Management, Commercial Mortgages
Education
Southern Methodist University - Cox School of Business
Graduate School of Commercial Lending
Oregon State University 1979 — 1981
B.S., Business - Finance
Spokane Community College 1976 — 1978
A. A., Business
Union Bank September 2010 - Present
SummerFallow, LLC March 2005 - August 2012
Viking Bank May 2002 - August 2009
Bay Bank July 1999 - May 2002
EvergreenBank February 1982 - July 1999
Skills
Investment Properties, Commercial Lending, Leadership, Customer Service, Investments, Small Business Lending, Loans, Banking, Credit, Commercial Banking, Credit Analysis, Loan Origination, Portfolio Management, Commercial Mortgages
Education
Southern Methodist University - Cox School of Business
Graduate School of Commercial Lending
Oregon State University 1979 — 1981
B.S., Business - Finance
Spokane Community College 1976 — 1978
A. A., Business
James Fehr's Union Bank Experience March 2010 - Present
Job Vice President at Union Bank
Industry Human Resources
Experience
Union Bank March 2010 - Present
Resources Global Professionals July 2003 - September 2008
Ernst & Young 1994 - 2002
Wells Fargo 1982 - 1984
Skills
Accounting,Finance and..., Experienced recruiter, Global Mobility, Team Leadership, Strategic Leadership, Full-cycle Recruiting, Executive Search
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Penn State University
BS, Accounting
Union Bank March 2010 - Present
Resources Global Professionals July 2003 - September 2008
Ernst & Young 1994 - 2002
Wells Fargo 1982 - 1984
Skills
Accounting,Finance and..., Experienced recruiter, Global Mobility, Team Leadership, Strategic Leadership, Full-cycle Recruiting, Executive Search
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Penn State University
BS, Accounting
Paul Cantor's Union Bank Experience September 2002 - 2005
Job Regional Manager, Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company March 2010 - Present
Bank of America June 2005 - March 2010
U.S. Trust June 2005 - March 2010
Union Bank September 2002 - 2005
ING/Northern Life September 1995 - September 2002
Ryan, Swanson & Cleveland, PLLC 1991 - 1995
Skills
Asset Allocation, Wealth Management, High Net Worth..., Asset Managment, Investment Advisory, Estate Planning, Private Banking, Investment Management, Investments, Series 7, Wealth Management..., Alternative Investments, Portfolio Management, Asset Management, Equities, Fixed Income, Wealth, Retirement, Financial Advisory, Securities, Retirement Planning, Trust Services, Hedge Funds, Investment Strategies, Trusts, Strategic Financial..., Trusteeship, Financial Planning
Education
University of Washington School of Law 1988 — 1991
JD, Law
Oberlin College 1974 — 1978
B.A., English; Psychology
Chestnut Hill Academy
Whittier Trust Company March 2010 - Present
Bank of America June 2005 - March 2010
U.S. Trust June 2005 - March 2010
Union Bank September 2002 - 2005
ING/Northern Life September 1995 - September 2002
Ryan, Swanson & Cleveland, PLLC 1991 - 1995
Skills
Asset Allocation, Wealth Management, High Net Worth..., Asset Managment, Investment Advisory, Estate Planning, Private Banking, Investment Management, Investments, Series 7, Wealth Management..., Alternative Investments, Portfolio Management, Asset Management, Equities, Fixed Income, Wealth, Retirement, Financial Advisory, Securities, Retirement Planning, Trust Services, Hedge Funds, Investment Strategies, Trusts, Strategic Financial..., Trusteeship, Financial Planning
Education
University of Washington School of Law 1988 — 1991
JD, Law
Oberlin College 1974 — 1978
B.A., English; Psychology
Chestnut Hill Academy
Colin Spreier's Union Bank Experience 1995 - 2004
Job Director National Professional Practice Director Group at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2012 - Present
PCAOB November 2008 - June 2012
Ernst & Young 2004 - 2009
Union Bank 1995 - 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, CPA, Big 4, External Audit, Root Cause Analysis, Difficult Situations, Risk Based Inspection, Team Building, Writing, Financial Statement..., Synthesizing, Research, Quality Assurance, Quick Study, Creativity
Education
Oklahoma City University 1999 — 2004
Masters, Accounting
Grant Thornton LLP June 2012 - Present
PCAOB November 2008 - June 2012
Ernst & Young 2004 - 2009
Union Bank 1995 - 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, CPA, Big 4, External Audit, Root Cause Analysis, Difficult Situations, Risk Based Inspection, Team Building, Writing, Financial Statement..., Synthesizing, Research, Quality Assurance, Quick Study, Creativity
Education
Oklahoma City University 1999 — 2004
Masters, Accounting
Shelby Schwabauer's Union Bank Experience October 2009 - October 2010
Job Associate Analyst at Moodys Investors Service
Industry Financial Services
Experience
Moodys Corporation October 2010 - Present
Union Bank October 2009 - October 2010
UBS April 2009 - October 2009
Fisher Investments April 2007 - January 2009
Skills
Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg
Education
Notre Dame de Namur University 2004 — 2007
BS, Business Administration
Moodys Corporation October 2010 - Present
Union Bank October 2009 - October 2010
UBS April 2009 - October 2009
Fisher Investments April 2007 - January 2009
Skills
Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg
Education
Notre Dame de Namur University 2004 — 2007
BS, Business Administration
Lauren Olsen's Union Bank Experience September 2012 - August 2014
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Union Bank September 2012 - August 2014
Deloitte July 2009 - September 2012
The Capital Group June 2006 - December 2008
Toyota May 2008 - August 2008
Union Rescue Mission January 2006 - May 2006
Ceejay’s Place for Flowers February 2004 - June 2005
Skills
Project Management, CRM, Risk Management, Strategy, Program Management, Leadership, Change Management, Strategic Planning, Project Planning
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS
National University of Singapore
Deloitte September 2014 - Present
Union Bank September 2012 - August 2014
Deloitte July 2009 - September 2012
The Capital Group June 2006 - December 2008
Toyota May 2008 - August 2008
Union Rescue Mission January 2006 - May 2006
Ceejay’s Place for Flowers February 2004 - June 2005
Skills
Project Management, CRM, Risk Management, Strategy, Program Management, Leadership, Change Management, Strategic Planning, Project Planning
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS
National University of Singapore
Melissa Chung-Rhule's Union Bank Experience 2002 - 2004
Job AVP, Portfolio Manager at CNLBank
Industry Banking
Experience
CNLBank 2010 - Present
CNL Bank 2008 - Present
Colonial Bank February 2004 - March 2008
Colonial Bank 2002 - 2008
Union Bank 2002 - 2004
Eastern Financial Credit Union 2001 - 2002
Skills
Underwriting, Commercial Banking, Commercial Lending, Portfolio Management, Credit, Small Business Lending, Loans, Credit Analysis, HRIS, Lines Of Credit, Banking, Credit Risk, Commercial Mortgages
Education
Nova Southeastern University 2005 — 2009
MBA, Business Administration
CNLBank 2010 - Present
CNL Bank 2008 - Present
Colonial Bank February 2004 - March 2008
Colonial Bank 2002 - 2008
Union Bank 2002 - 2004
Eastern Financial Credit Union 2001 - 2002
Skills
Underwriting, Commercial Banking, Commercial Lending, Portfolio Management, Credit, Small Business Lending, Loans, Credit Analysis, HRIS, Lines Of Credit, Banking, Credit Risk, Commercial Mortgages
Education
Nova Southeastern University 2005 — 2009
MBA, Business Administration
Emilio Lamazares's Union Bank Experience 2004 - 2004
Job Banking Professional
Industry Banking
Experience
Colonial Bank 2003 - 2007
Union Bank 2004 - 2004
BankUnited 2002 - 2002
Fleet Bank 1998 - 2002
BankBoston 1997 - 1998
Hamilton Bank 1995 - 1997
Ocean Bank 1993 - 1995
Republic National Bank 1991 - 1993
Consolidated Bank 1989 - 1991
Education
Northeastern University 1999 — 2001
Masters, Finance
Colonial Bank 2003 - 2007
Union Bank 2004 - 2004
BankUnited 2002 - 2002
Fleet Bank 1998 - 2002
BankBoston 1997 - 1998
Hamilton Bank 1995 - 1997
Ocean Bank 1993 - 1995
Republic National Bank 1991 - 1993
Consolidated Bank 1989 - 1991
Education
Northeastern University 1999 — 2001
Masters, Finance
Jong (Jake) Lee's Union Bank Experience June 1997 - May 2009
Job Director of FX Trading
Industry Financial Services
Experience
Ria Financial August 2012 - Present
East West Bank February 2011 - June 2012
LACERA October 2010 - February 2011
Proprietary May 2009 - February 2011
Union Bank June 1997 - May 2009
Fuji Bank Ltd. December 1989 - June 1997
Skills
FX Options, Derivatives, Trading, Technical Analysis, Options, Bloomberg, Reuters, Hedging, Currency, Foreign Exchange, Swaps, Banking, FX Trading, FX Swaps, FX Derivatives, Market Risk, Back Office, Money Market, Microsoft Excel, Excel, Word, PowerPoint, Dodd-Frank
Education
Northwestern University 1984 — 1988
BA, Chemistry w/ Biochemical emphasis, Economics
Ria Financial August 2012 - Present
East West Bank February 2011 - June 2012
LACERA October 2010 - February 2011
Proprietary May 2009 - February 2011
Union Bank June 1997 - May 2009
Fuji Bank Ltd. December 1989 - June 1997
Skills
FX Options, Derivatives, Trading, Technical Analysis, Options, Bloomberg, Reuters, Hedging, Currency, Foreign Exchange, Swaps, Banking, FX Trading, FX Swaps, FX Derivatives, Market Risk, Back Office, Money Market, Microsoft Excel, Excel, Word, PowerPoint, Dodd-Frank
Education
Northwestern University 1984 — 1988
BA, Chemistry w/ Biochemical emphasis, Economics
William H. Ahmanson's Union Bank Experience June 2000 - June 2006
Job President,The Ahmanson Foundation
Industry Philanthropy
Experience
The Ahmanson Foundation June 2006 - Present
Union Bank June 2000 - June 2006
Home Savings of America June 1982 - April 1999
Skills
Strategic Planning, Loans, Small Business Lending, Non-profits, Portfolio Management, Program Management, Risk Management, Commercial Lending, Mortgage Lending, New Business Development, Banking, Fundraising, Due Diligence, Executive Management, Financial Analysis, Financial Modeling, Credit, Mergers & Acquisitions, Mortgage Banking, Philanthropy, Nonprofits, Investments, Business Development, Leadership, Asset Management, Small Business, Strategy, Financial Services, Strategic Financial..., Community Development, Public Speaking
Education
Los Angeles Police Academy 1986 — 1987
POST Cert, Line Reserve Officer
Occidental College 1981 — 1985
Political Science, Theater Arts (majors), Art (sculpture) minor
Harvard-Westlake School 1975 — 1981
The Ahmanson Foundation June 2006 - Present
Union Bank June 2000 - June 2006
Home Savings of America June 1982 - April 1999
Skills
Strategic Planning, Loans, Small Business Lending, Non-profits, Portfolio Management, Program Management, Risk Management, Commercial Lending, Mortgage Lending, New Business Development, Banking, Fundraising, Due Diligence, Executive Management, Financial Analysis, Financial Modeling, Credit, Mergers & Acquisitions, Mortgage Banking, Philanthropy, Nonprofits, Investments, Business Development, Leadership, Asset Management, Small Business, Strategy, Financial Services, Strategic Financial..., Community Development, Public Speaking
Education
Los Angeles Police Academy 1986 — 1987
POST Cert, Line Reserve Officer
Occidental College 1981 — 1985
Political Science, Theater Arts (majors), Art (sculpture) minor
Harvard-Westlake School 1975 — 1981
Paulette Corum's Union Bank Experience October 2011 - Present
Job Priority Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank October 2011 - Present
Wells Fargo Bank February 1975 - August 2011
Skills
Loans, Private Banking, Credit, Small Business Lending, Consumer Lending, Series 7, Lines Of Credit, Banking
Education
North Dakota State University 1970 — 1974
BA, Spanish Education
Union Bank October 2011 - Present
Wells Fargo Bank February 1975 - August 2011
Skills
Loans, Private Banking, Credit, Small Business Lending, Consumer Lending, Series 7, Lines Of Credit, Banking
Education
North Dakota State University 1970 — 1974
BA, Spanish Education
Joan Kaloustian's Union Bank Experience 2010 - Present
Job Managing Director, Corporate Marketing at Union Bank
Industry Financial Services
Experience
Union Bank 2010 - Present
South Coast Repertory 2006 - Present
Geffen Playhouse 2005 - Present
Citi Private Bank January 2009 - July 2009
Citi Private Bank 2004 - 2008
Citi Private Bank 1994 - 2003
Digital Equipment Corporation 1986 - 1994
Digital Equipment Corporation 1986 - 1994
Skills
Marketing Strategy, Market Research, Process Improvement, Budget, Relationship Management, Wealth Management, Integrated Marketing, Marketing Communications, Financial Analysis, Social Media Marketing, Budgets, Project Management, CRM, Program Management, Management Consulting, Strategy, Business Development, Online Advertising, Advertising, Marketing, Finance
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MM
University of Wisconsin-Madison 1970 — 1974
BA
Union Bank 2010 - Present
South Coast Repertory 2006 - Present
Geffen Playhouse 2005 - Present
Citi Private Bank January 2009 - July 2009
Citi Private Bank 2004 - 2008
Citi Private Bank 1994 - 2003
Digital Equipment Corporation 1986 - 1994
Digital Equipment Corporation 1986 - 1994
Skills
Marketing Strategy, Market Research, Process Improvement, Budget, Relationship Management, Wealth Management, Integrated Marketing, Marketing Communications, Financial Analysis, Social Media Marketing, Budgets, Project Management, CRM, Program Management, Management Consulting, Strategy, Business Development, Online Advertising, Advertising, Marketing, Finance
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MM
University of Wisconsin-Madison 1970 — 1974
BA
Vicki McBride's Union Bank Experience January 1972 - June 1973
Job Director of Finance at San Diego Travel Group
Industry Leisure, Travel & Tourism
Experience
San Diego Travel Group November 1973 - Present
Union Bank January 1972 - June 1973
Skills
Financial Operations, System Implementations, Revenue Recognition, Cash Flow Forecasting, Financial Systems, Foreign Exchange..., Capital Budgeting, Consolidated Financial..., Essbase, Variance Analysis, Proformas, Operational Analysis
Education
National University 2001 — 2002
Certificate of Accountancy, Accounting and Finance
San Diego Travel Group November 1973 - Present
Union Bank January 1972 - June 1973
Skills
Financial Operations, System Implementations, Revenue Recognition, Cash Flow Forecasting, Financial Systems, Foreign Exchange..., Capital Budgeting, Consolidated Financial..., Essbase, Variance Analysis, Proformas, Operational Analysis
Education
National University 2001 — 2002
Certificate of Accountancy, Accounting and Finance
Robbi Aucoin's Union Bank Experience 1990 - 1995
Job BU Finance Manager at OGE Energy Corp
Industry Oil & Energy
Experience
OGE Energy Corp 2014 - Present
Enogex LLC/Enable Midstream 2010 - 2014
OGE Energy Corp/Enogex LLC 1999 - 2010
Farm Fresh Dairy 1995 - 1999
Union Bank 1990 - 1995
Skills
Natural Gas, SAP, Gas, Analysis, Energy, Financial Reporting, Management, Project Management, Business Analysis, Finance
Education
Oklahoma State University 1997 — 2000
MS Accounting, Accounting
Oklahoma State University 1986 — 1989
BS, Accounting
OGE Energy Corp 2014 - Present
Enogex LLC/Enable Midstream 2010 - 2014
OGE Energy Corp/Enogex LLC 1999 - 2010
Farm Fresh Dairy 1995 - 1999
Union Bank 1990 - 1995
Skills
Natural Gas, SAP, Gas, Analysis, Energy, Financial Reporting, Management, Project Management, Business Analysis, Finance
Education
Oklahoma State University 1997 — 2000
MS Accounting, Accounting
Oklahoma State University 1986 — 1989
BS, Accounting
Heidi Cummings's Union Bank Experience June 2011 - Present
Job Experienced Banker
Industry Financial Services
Experience
Union Bank June 2011 - Present
Bank of America May 2010 - June 2011
Bank of America April 2000 - April 2009
Skills
Portfolio Management, Finance, Management, Financial Planning, Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Personnel Management, Relationship Building, Employee Training, Team Building, Team Leadership, Coaching, Customer Service
Education
Oregon Institute of Technology 1991 — 1994
Associate, General Arts
Klamath Union High School 1988 — 1991
High School Diploma
Union Bank June 2011 - Present
Bank of America May 2010 - June 2011
Bank of America April 2000 - April 2009
Skills
Portfolio Management, Finance, Management, Financial Planning, Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Personnel Management, Relationship Building, Employee Training, Team Building, Team Leadership, Coaching, Customer Service
Education
Oregon Institute of Technology 1991 — 1994
Associate, General Arts
Klamath Union High School 1988 — 1991
High School Diploma
Steven Vedder's Union Bank Experience August 2012 - Present
Job Lead Software Engineer at Union Bank
Industry Information Technology and Services
Experience
Union Bank August 2012 - Present
SAIC September 2000 - August 2012
SAIC January 2002 - September 2007
SAIC September 1990 - September 2002
Skills
Software Development, Web Services, Unix, Java, Integration, SQL, Tomcat, UML, Spring, Java Enterprise Edition, Eclipse, Visual Studio, C, JavaScript, Requirements Analysis, Software Design, Spring Framework
Education
National University 1988 — 1990
BS, Computer Science
Union Bank August 2012 - Present
SAIC September 2000 - August 2012
SAIC January 2002 - September 2007
SAIC September 1990 - September 2002
Skills
Software Development, Web Services, Unix, Java, Integration, SQL, Tomcat, UML, Spring, Java Enterprise Edition, Eclipse, Visual Studio, C, JavaScript, Requirements Analysis, Software Design, Spring Framework
Education
National University 1988 — 1990
BS, Computer Science
Katherine Koehn's Union Bank Experience July 1997 - December 1997
Job Assistant Vice President at All America Bank
Industry Banking
Experience
All America Bank January 2011 - Present
All America Bank January 1998 - December 2010
Union Bank July 1997 - December 1997
Skills
Customer Service, Microsoft Office, Microsoft Excel, Loans, Project Management, Change Management, Retail Banking, Microsoft Word, Mortgage Lending, Banking, Financial Analysis
Education
Northwestern Oklahoma State University 1992 — 1996
Bachelor's of Science, Business Administration
Fairview High School 1988 — 1992
All America Bank January 2011 - Present
All America Bank January 1998 - December 2010
Union Bank July 1997 - December 1997
Skills
Customer Service, Microsoft Office, Microsoft Excel, Loans, Project Management, Change Management, Retail Banking, Microsoft Word, Mortgage Lending, Banking, Financial Analysis
Education
Northwestern Oklahoma State University 1992 — 1996
Bachelor's of Science, Business Administration
Fairview High School 1988 — 1992
Justin McCarthy's Union Bank Experience June 2003 - February 2005
Job SVP Loan Review Manager at City National Bank
Industry Banking
Experience
City National Bank of Florida December 2012 - Present
City National Bank December 2010 - Present
First Bank Puerto Rico June 2009 - December 2010
Colonial Bank N.A February 2005 - June 2009
Union Bank June 2003 - February 2005
NationsBank N.A./Bank America N.A. June 1991 - June 2003
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Investments, Finance, Consumer Lending, Credit Analysis, Credit, Banking, Lines Of Credit, Retail Banking, Commercial Mortgages, Mortgage Lending, Underwriting, Credit Risk, Portfolio Management
Education
Northern Illinois University - College of Business 1977 — 1980
BS Finance, Accounting and Finance
Northern Illinois University
Finance, Accounting and Finance
City National Bank of Florida December 2012 - Present
City National Bank December 2010 - Present
First Bank Puerto Rico June 2009 - December 2010
Colonial Bank N.A February 2005 - June 2009
Union Bank June 2003 - February 2005
NationsBank N.A./Bank America N.A. June 1991 - June 2003
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Investments, Finance, Consumer Lending, Credit Analysis, Credit, Banking, Lines Of Credit, Retail Banking, Commercial Mortgages, Mortgage Lending, Underwriting, Credit Risk, Portfolio Management
Education
Northern Illinois University - College of Business 1977 — 1980
BS Finance, Accounting and Finance
Northern Illinois University
Finance, Accounting and Finance
Earlene Smith, MPA's Union Bank Experience February 2011 - July 2011
Job Ph.D Candidate in Health Policy, Promotion, and Administration
Industry Health, Wellness and Fitness
Experience
Northern Arizona University August 2011 - Present
Mountain Heart Cardiovascular and Sleep Facility January 2013 - May 2013
Union Bank February 2011 - July 2011
University of California, Riverside September 2009 - June 2010
Skills
Marketing Support, Public Speaking, Public Budgeting, Human Resources, Health Program Planning, Microsoft Office, Research, English, Public Relations, Policy Analysis, Non-profits, Social Media, Strategic Planning, International Relations, Microsoft Publisher, PC, Mac, SPSS, Nonprofits, Marketing
Education
Northern Arizona University 2011 — 2013
Masters, Public Administration, Graduate Student
University of California, Riverside 2006 — 2010
BA, Politicals Science/International Affairs
Northern Arizona University August 2011 - Present
Mountain Heart Cardiovascular and Sleep Facility January 2013 - May 2013
Union Bank February 2011 - July 2011
University of California, Riverside September 2009 - June 2010
Skills
Marketing Support, Public Speaking, Public Budgeting, Human Resources, Health Program Planning, Microsoft Office, Research, English, Public Relations, Policy Analysis, Non-profits, Social Media, Strategic Planning, International Relations, Microsoft Publisher, PC, Mac, SPSS, Nonprofits, Marketing
Education
Northern Arizona University 2011 — 2013
Masters, Public Administration, Graduate Student
University of California, Riverside 2006 — 2010
BA, Politicals Science/International Affairs
Charles L. Peters's Union Bank Experience 2001 - 2003
Job Former Candidate for Oklahoma State Senate District 44
Industry Public Policy
Experience
Bank of Oklahoma February 2011 - February 2012
Oklahoma State Senate October 2009 - July 2010
American Precious Metals Exchange, Inc. (APMEX) 2007 - 2009
Metropolitan Library System 2006 - 2007
American Precious Metals Exchange, Inc. (APMEX) 2005 - 2005
Union Bank 2001 - 2003
Skills
Customer Service, Strategic Planning, Retail, Microsoft SQL Server, Microsoft Excel, Microsoft Office, Leadership, Access, Data Analysis, Microsoft Word, Public Speaking, Team Building, Customer Satisfaction, Sales
Education
Oklahoma City University 1999 — 2003
Bachelor's Degree, Economics
Classen School of Advanced Studies 1994 — 1999
Bank of Oklahoma February 2011 - February 2012
Oklahoma State Senate October 2009 - July 2010
American Precious Metals Exchange, Inc. (APMEX) 2007 - 2009
Metropolitan Library System 2006 - 2007
American Precious Metals Exchange, Inc. (APMEX) 2005 - 2005
Union Bank 2001 - 2003
Skills
Customer Service, Strategic Planning, Retail, Microsoft SQL Server, Microsoft Excel, Microsoft Office, Leadership, Access, Data Analysis, Microsoft Word, Public Speaking, Team Building, Customer Satisfaction, Sales
Education
Oklahoma City University 1999 — 2003
Bachelor's Degree, Economics
Classen School of Advanced Studies 1994 — 1999
Shelly Hicks's Union Bank Experience September 2010 - Present
Job Management Accountant
Industry Banking
Experience
Union Bank September 2010 - Present
Matthew Hicks Racing, LLC January 2004 - Present
1st Pacific Bank August 2006 - September 2010
Ramona National Bank March 2001 - August 2006
Scripps Bank 1997 - 2001
Pacific Commerce Bank, Chula Vista, CA 1997 - 1998
Midwest Pacific Financial 1987 - 1988
Education
National University
Bachelor of Business Administration, Accounting, Magna Cum Laude
Union Bank September 2010 - Present
Matthew Hicks Racing, LLC January 2004 - Present
1st Pacific Bank August 2006 - September 2010
Ramona National Bank March 2001 - August 2006
Scripps Bank 1997 - 2001
Pacific Commerce Bank, Chula Vista, CA 1997 - 1998
Midwest Pacific Financial 1987 - 1988
Education
National University
Bachelor of Business Administration, Accounting, Magna Cum Laude
Kyung Kim Ha's Union Bank Experience December 1986 - Present
Job SVP Senior Relationship Manager at Union Bank
Industry Banking
Experience
FEI- Financial Executives International 2008 - Present
Union Bank December 1986 - Present
Wells Fargo September 1979 - December 1986
Skills
Commercial Banking, Mergers, Credit, Banking, Finance, Treasury Management, Loans, Cash Management, Asset Based Lending, Credit Analysis, Commercial Lending, Lines Of Credit, Due Diligence, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Financial Analysis, Risk Management, Restructuring, Portfolio Management, Retail Banking, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM, Finance
Northwestern University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
FEI- Financial Executives International 2008 - Present
Union Bank December 1986 - Present
Wells Fargo September 1979 - December 1986
Skills
Commercial Banking, Mergers, Credit, Banking, Finance, Treasury Management, Loans, Cash Management, Asset Based Lending, Credit Analysis, Commercial Lending, Lines Of Credit, Due Diligence, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Financial Analysis, Risk Management, Restructuring, Portfolio Management, Retail Banking, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM, Finance
Northwestern University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
Judith Peace's Union Bank Experience August 2010 - August 2014
Job Attorney at Law
Industry Banking
Experience
Sole Proprietor September 2014 - Present
Union Bank August 2010 - August 2014
Frontier Bank now Union Bank 2001 - 2010
Safeco Credit Company 1994 - 2000
Skills
Commercial Banking, Credit, Banking, Workout, Commercial Lending, Commercial Mortgages, Credit Analysis, Loans, Relationship Management, Small Business Lending, Financial Analysis
Education
Seattle University School of Law 1982 — 1985
J.D.
Oklahoma Baptist University 1976 — 1979
B.A., History
Sole Proprietor September 2014 - Present
Union Bank August 2010 - August 2014
Frontier Bank now Union Bank 2001 - 2010
Safeco Credit Company 1994 - 2000
Skills
Commercial Banking, Credit, Banking, Workout, Commercial Lending, Commercial Mortgages, Credit Analysis, Loans, Relationship Management, Small Business Lending, Financial Analysis
Education
Seattle University School of Law 1982 — 1985
J.D.
Oklahoma Baptist University 1976 — 1979
B.A., History
Manny Mashhoud's Union Bank Experience January 2003 - June 2008
Job President, Knight Insurance Services
Industry Insurance
Experience
Knight Insurance Services May 2015 - Present
BB&T Insurance Services Inc. June 2008 - May 2015
Union Bank January 2003 - June 2008
Knight Insurance Agency Inc January 1995 - January 2003
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Legal Liability, Employment Practices..., Underwriting, Workers Compensation, Liability, General Insurance, Casualty, Brokers, Casualty Insurance, Umbrella Insurance, D&O
Education
Occidental College
Knight Insurance Services May 2015 - Present
BB&T Insurance Services Inc. June 2008 - May 2015
Union Bank January 2003 - June 2008
Knight Insurance Agency Inc January 1995 - January 2003
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Legal Liability, Employment Practices..., Underwriting, Workers Compensation, Liability, General Insurance, Casualty, Brokers, Casualty Insurance, Umbrella Insurance, D&O
Education
Occidental College
Wren York's Union Bank Experience March 2006 - July 2007
Job Director, High Risk Business Operations at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank June 2015 - Present
Capital One Financial Corporation March 2013 - May 2015
KPMG March 2012 - March 2013
Federal Deposit Insurance Corporation October 2008 - March 2012
IPSA International July 2007 - October 2008
Union Bank March 2006 - July 2007
Merrill Lynch Private Banking & Investment Group September 2003 - February 2005
Zurich Scudder Investments February 1999 - April 2002
Dun and Bradstreet Pension Services July 1994 - July 1996
Ingram Micro February 1988 - June 1994
Skills
AML, Banking, Bank Secrecy Act, Risk Management, Financial Services, Compliance, Securities, Financial Analysis, OFAC, Due Diligence, Fraud, Risk Assessment, Financial Institutions, KYC, Credit Analysis, Internal Controls, Regulatory Reporting, Portfolio Management, USA PATRIOT Act, Financial Reporting, Investigation, Microsoft Excel, Asset Management, Investments, CAMS, Valuation, Auditing, Research, Strategic Planning, Compliance Management, Private Banking, Policy Analysis, Privacy Law, Sanction, Wealth Management, Problem Solving, Fair Lending, Quality Auditing, Fair Credit Reporting..., Fraud Investigations, Investigations, Compliance Audits, Sanctions, Privacy
Education
Northwestern University
Bachelor of Science, Political Science
UCLA
Award in General Business Studies - Investments
Villanova University
Six Sigma
Silicon Valley Bank June 2015 - Present
Capital One Financial Corporation March 2013 - May 2015
KPMG March 2012 - March 2013
Federal Deposit Insurance Corporation October 2008 - March 2012
IPSA International July 2007 - October 2008
Union Bank March 2006 - July 2007
Merrill Lynch Private Banking & Investment Group September 2003 - February 2005
Zurich Scudder Investments February 1999 - April 2002
Dun and Bradstreet Pension Services July 1994 - July 1996
Ingram Micro February 1988 - June 1994
Skills
AML, Banking, Bank Secrecy Act, Risk Management, Financial Services, Compliance, Securities, Financial Analysis, OFAC, Due Diligence, Fraud, Risk Assessment, Financial Institutions, KYC, Credit Analysis, Internal Controls, Regulatory Reporting, Portfolio Management, USA PATRIOT Act, Financial Reporting, Investigation, Microsoft Excel, Asset Management, Investments, CAMS, Valuation, Auditing, Research, Strategic Planning, Compliance Management, Private Banking, Policy Analysis, Privacy Law, Sanction, Wealth Management, Problem Solving, Fair Lending, Quality Auditing, Fair Credit Reporting..., Fraud Investigations, Investigations, Compliance Audits, Sanctions, Privacy
Education
Northwestern University
Bachelor of Science, Political Science
UCLA
Award in General Business Studies - Investments
Villanova University
Six Sigma
Soo Hwang's Union Bank Experience January 2014 - February 2015
Job BDO at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo March 2015 - Present
Union Bank January 2014 - February 2015
Wells Fargo July 2010 - December 2013
Finance One, Inc October 2006 - June 2010
Skills
Banking, Finance, Financial Services, Financial Analysis, Portfolio Management, Commercial Lending, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Financial Modeling, Financial Risk, Investments, Loans, Relationship Management, Risk Management
Education
New York University 2000 — 2004
BA, Economics, Biology
Wells Fargo March 2015 - Present
Union Bank January 2014 - February 2015
Wells Fargo July 2010 - December 2013
Finance One, Inc October 2006 - June 2010
Skills
Banking, Finance, Financial Services, Financial Analysis, Portfolio Management, Commercial Lending, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Financial Modeling, Financial Risk, Investments, Loans, Relationship Management, Risk Management
Education
New York University 2000 — 2004
BA, Economics, Biology
Cathy Gerke's Union Bank Experience December 2000 - Present
Job Business System Analyst at Union Bank
Industry Banking
Experience
Union Bank December 2000 - Present
Skills
Banking, SDLC, Process Improvement, Visio, SQL, Requirements Gathering, Requirements Analysis, Business Analysis, Retail Banking
Education
Northern Kentucky University
Union Bank December 2000 - Present
Skills
Banking, SDLC, Process Improvement, Visio, SQL, Requirements Gathering, Requirements Analysis, Business Analysis, Retail Banking
Education
Northern Kentucky University
Kimberly Baumgartner's Union Bank Experience September 1995 - Present
Job Financial Advisor at Union Bank
Industry Banking
Experience
Union Bank September 1995 - Present
Merit Systems, Inc. March 1982 - September 1995
Paralegal of Kitsap January 1981 - April 1990
Education
Olympic College 1980 — 1982
ATA, Legal Secretary
Union Bank September 1995 - Present
Merit Systems, Inc. March 1982 - September 1995
Paralegal of Kitsap January 1981 - April 1990
Education
Olympic College 1980 — 1982
ATA, Legal Secretary
Jerry Ono's Union Bank Experience September 2009 - Present
Job V.P. Manager at Union Bank
Industry Banking
Experience
Union Bank September 2009 - Present
Skills
Lines Of Credit, Banking, Small Business Lending, Commercial Banking, Credit, Treasury Management, Loans, Credit Risk, Financial Risk, Cash Management, Risk Management, Underwriting, Capital Markets, Financial Analysis, Series 7, Financial Modeling, Trading, Vendor Management, Business Analysis
Education
Oregon State University
Portland State University
Union Bank September 2009 - Present
Skills
Lines Of Credit, Banking, Small Business Lending, Commercial Banking, Credit, Treasury Management, Loans, Credit Risk, Financial Risk, Cash Management, Risk Management, Underwriting, Capital Markets, Financial Analysis, Series 7, Financial Modeling, Trading, Vendor Management, Business Analysis
Education
Oregon State University
Portland State University
Nancy D'Alessandro's Union Bank Experience April 2001 - January 2006
Job Agent Recruiter/Coldwell Banker Powered by Zip!
Industry Real Estate
Experience
CB Powered by Zip December 2012 - Present
ZipRealty December 2012 - Present
Zip Realty December 2008 - Present
Union Bank April 2001 - January 2006
Alliance Title Corporation 1996 - 1999
Skills
REO, Investment Properties, Sellers, Real Estate, First Time Home Buyers, Property, Residential Homes, Mortgage Lending, Brokerage, Listings, Foreclosures, Referrals, Buyer Representation, New Home Sales, HUD, SFR, Real Estate Transactions, Single Family Homes, Real Estate License, Buyers, Selling, Investors, Move Up Buyers, Property Management, Real Property, New Homes, Recruiting, Sales
Education
Ohlone College 1978 — 1983
Business/Management
Ohlone College
CB Powered by Zip December 2012 - Present
ZipRealty December 2012 - Present
Zip Realty December 2008 - Present
Union Bank April 2001 - January 2006
Alliance Title Corporation 1996 - 1999
Skills
REO, Investment Properties, Sellers, Real Estate, First Time Home Buyers, Property, Residential Homes, Mortgage Lending, Brokerage, Listings, Foreclosures, Referrals, Buyer Representation, New Home Sales, HUD, SFR, Real Estate Transactions, Single Family Homes, Real Estate License, Buyers, Selling, Investors, Move Up Buyers, Property Management, Real Property, New Homes, Recruiting, Sales
Education
Ohlone College 1978 — 1983
Business/Management
Ohlone College
gary vinyard's Union Bank Experience August 1982 - August 2012
Job avp at Union Bank
Industry Banking
Experience
Union Bank August 1982 - August 2012
Education
Oregon State University 1972 — 1977
Bachelor of Applied Science (BASc), Mathematics
University of Oregon 1978 — 1978
Bachelor's degree, Biology, General
Union Bank August 1982 - August 2012
Education
Oregon State University 1972 — 1977
Bachelor of Applied Science (BASc), Mathematics
University of Oregon 1978 — 1978
Bachelor's degree, Biology, General
Troy Thelen's Union Bank Experience January 2007 - September 2008
Job Manager Small Scale Assets at Michigan State Housing Development Authority
Industry Commercial Real Estate
Experience
Michigan State Housing Development Authority January 2013 - Present
Michigan State Housing Development Authority, Asset Management Division October 2008 - January 2013
Union Bank January 2007 - September 2008
Union Bank January 2005 - January 2007
Skills
Microsoft Office, Project Management, Strategic Planning, Negotiation, Customer Service
Education
Northwood University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Management
Michigan State Housing Development Authority January 2013 - Present
Michigan State Housing Development Authority, Asset Management Division October 2008 - January 2013
Union Bank January 2007 - September 2008
Union Bank January 2005 - January 2007
Skills
Microsoft Office, Project Management, Strategic Planning, Negotiation, Customer Service
Education
Northwood University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Management
Barbara Haugen's Union Bank Experience 2005 - 2011
Job Banking Professional
Industry Banking
Experience
Union Bank 2005 - 2011
Bank of America November 2000 - October 2005
Education
Olympic College 1980 — 1982
General Studies
Union Bank 2005 - 2011
Bank of America November 2000 - October 2005
Education
Olympic College 1980 — 1982
General Studies
Jose D. Lopez's Union Bank Experience 2008 - Present
Job SR. Relationship Banker
Industry Banking
Experience
Union Bank 2008 - Present
Citi May 2006 - December 2008
Skills
Portfolio Management, Retail Banking, Recruiting, Credit, Credit Analysis, Loans, Management, Commercial Banking, Risk Management, Mortgage Lending, Financial Analysis, HR Policies, Client Relations, Business Development, Sales, Project Management
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Science (B.S.), Business Administration: Management/ Marketing
Union Bank 2008 - Present
Citi May 2006 - December 2008
Skills
Portfolio Management, Retail Banking, Recruiting, Credit, Credit Analysis, Loans, Management, Commercial Banking, Risk Management, Mortgage Lending, Financial Analysis, HR Policies, Client Relations, Business Development, Sales, Project Management
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Science (B.S.), Business Administration: Management/ Marketing