Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Employee
Years
Job
Industry
Georgia Stabile Georgia Stabile's Union Bank Experience January 2000 - March 2007
Job SVP, Small Business Banking Manager at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
City National Bank February 2010 - January 2011
Washington Mutual (Chase) March 2007 - May 2009
Union Bank January 2000 - March 2007
Bank of America January 1987 - January 2000
Wells Fargo Bank January 1980 - January 1987
Skills
Credit Analysis, Credit, Banking, Small Business Lending, Sales Management, Finance, Business Development, Retail Banking, Management, Sales, Selling, Financial Analysis, Sales Process, Relationship Management, Commercial Mortgages, Cross Selling, Loans, Wealth Management, Account Management, Loan Origination, Investments, Underwriting, Risk Management, Mortgage Lending, Coaching, Lines Of Credit, Commercial Banking, Commercial Lending, Treasury Management, Consumer Lending, Team Management, Mortgage Banking, Small Business, Cash Management, Asset Based Lending, SBA, Portfolio Management, Financial Services, Deposits, Refinance, Credit Risk, Credit Cards, Branch Management, Private Banking, Residential Mortgages, Construction Loans, Mortgage Underwriting
Education
University of California, Los Angeles 1972 — 1974
Bachelor of Arts Degree, History
Pasadena City College 1970 — 1972
AA, History
Pasadena High School 1967 — 1970
Yes, General
Bank of America January 2011 - Present
City National Bank February 2010 - January 2011
Washington Mutual (Chase) March 2007 - May 2009
Union Bank January 2000 - March 2007
Bank of America January 1987 - January 2000
Wells Fargo Bank January 1980 - January 1987
Skills
Credit Analysis, Credit, Banking, Small Business Lending, Sales Management, Finance, Business Development, Retail Banking, Management, Sales, Selling, Financial Analysis, Sales Process, Relationship Management, Commercial Mortgages, Cross Selling, Loans, Wealth Management, Account Management, Loan Origination, Investments, Underwriting, Risk Management, Mortgage Lending, Coaching, Lines Of Credit, Commercial Banking, Commercial Lending, Treasury Management, Consumer Lending, Team Management, Mortgage Banking, Small Business, Cash Management, Asset Based Lending, SBA, Portfolio Management, Financial Services, Deposits, Refinance, Credit Risk, Credit Cards, Branch Management, Private Banking, Residential Mortgages, Construction Loans, Mortgage Underwriting
Education
University of California, Los Angeles 1972 — 1974
Bachelor of Arts Degree, History
Pasadena City College 1970 — 1972
AA, History
Pasadena High School 1967 — 1970
Yes, General
Alec Lentz Alec Lentz's Union Bank Experience July 2009 - September 2009
Job Consultant at Frederic W. Cook & Co.
Industry Financial Services
Experience
Frederic W. Cook & Co. June 2010 - Present
Semler Brossy Consulting Group October 2009 - June 2010
Union Bank July 2009 - September 2009
Pitzer College May 2008 - May 2009
Skills
Financial Modeling, Executive Pay, Leadership, Corporate Governance, Mountain Biking, Entrepreneurship, Business Planning, Analysis, Public Policy, Microsoft Excel, PowerPoint, Research, Incentive Programs, Model United Nations, Motorcycling, Leadership Development, Real Estate, Consumer Electronics, Management Consulting, Training, Management, Social Entrepreneurship, Russian
Education
Pitzer College 2005 — 2009
Bachelor of Arts, Honors in Economics
University of Colorado Boulder - Leeds School of Business 2004 — 2005
Bachelor of Science, Business
Frederic W. Cook & Co. June 2010 - Present
Semler Brossy Consulting Group October 2009 - June 2010
Union Bank July 2009 - September 2009
Pitzer College May 2008 - May 2009
Skills
Financial Modeling, Executive Pay, Leadership, Corporate Governance, Mountain Biking, Entrepreneurship, Business Planning, Analysis, Public Policy, Microsoft Excel, PowerPoint, Research, Incentive Programs, Model United Nations, Motorcycling, Leadership Development, Real Estate, Consumer Electronics, Management Consulting, Training, Management, Social Entrepreneurship, Russian
Education
Pitzer College 2005 — 2009
Bachelor of Arts, Honors in Economics
University of Colorado Boulder - Leeds School of Business 2004 — 2005
Bachelor of Science, Business
Aaron Riveroll's Union Bank Experience October 2012 - October 2014
Job Mortgage Professional
Industry Financial Services
Experience
San Diego Funding July 2015 - Present
Aaron Riveroll Photography April 2005 - Present
Union Bank October 2012 - October 2014
JPMorgan Chase April 2011 - October 2012
Nice Guy Society, Inc NGS Media April 2005 - January 2010
JPMorgan Chase July 2009 - December 2009
Washington Mutual August 2005 - November 2007
Union Bank of California February 2003 - August 2005
Point Loma Nazarene University August 1998 - May 2002
Skills
Visio, Credit Analysis
Education
Point Loma Nazarene University 1998 — 2002
BA, Music
San Diego Funding July 2015 - Present
Aaron Riveroll Photography April 2005 - Present
Union Bank October 2012 - October 2014
JPMorgan Chase April 2011 - October 2012
Nice Guy Society, Inc NGS Media April 2005 - January 2010
JPMorgan Chase July 2009 - December 2009
Washington Mutual August 2005 - November 2007
Union Bank of California February 2003 - August 2005
Point Loma Nazarene University August 1998 - May 2002
Skills
Visio, Credit Analysis
Education
Point Loma Nazarene University 1998 — 2002
BA, Music
Julie Shockley Julie Shockley's Union Bank Experience 2010 - 2011
Job District Training Store Manager at Blockbuster
Industry Banking
Experience
Union Bank 2010 - 2011
Bank of America April 2006 - April 2009
Blockbuster October 2001 - October 2004
Skills
Customer-focused Service, Customer-focused Selling, Money Transfers, Management, Schedule Writing, Profit Analysis, Loss Prevention, Medical Assisting, Medical Billing
Education
Pasadena City College 2012 — 2015
not completed yet, Registered Nursing/Registered Nurse
United Education Institute-Huntington Park Campus 1999 — 1999
Medical Assistant Certificate, Medical/Clinical Assistant
Union Bank 2010 - 2011
Bank of America April 2006 - April 2009
Blockbuster October 2001 - October 2004
Skills
Customer-focused Service, Customer-focused Selling, Money Transfers, Management, Schedule Writing, Profit Analysis, Loss Prevention, Medical Assisting, Medical Billing
Education
Pasadena City College 2012 — 2015
not completed yet, Registered Nursing/Registered Nurse
United Education Institute-Huntington Park Campus 1999 — 1999
Medical Assistant Certificate, Medical/Clinical Assistant
Dennis Sousa Dennis Sousa's Union Bank Experience January 1996 - January 1998
Job Director of Religious Education at St. Philip's Parish
Industry Religious Institutions
Experience
St. Philip's Parish 2011 - Present
D.J.S. Construction, Inc January 1998 - December 2011
StateSide Funding, LLC January 2002 - January 2007
Taylor Made Mortgages, Inc January 2001 - January 2002
Mount St. Charles High School January 2001 - January 2002
U.S. Special Forces January 1998 - January 2000
Union Bank January 1996 - January 1998
Skills
Credit, Strategic Planning, Sales, Mortgage Lending, Real Estate, Loans, Marketing Strategy, Management, Theology, Youth Ministry, Marketing, Public Speaking
Education
Providence College 1996 — 2011
MA, Theology
Providence College 1992 — 1996
BA, Sociology
St. Philip's Parish 2011 - Present
D.J.S. Construction, Inc January 1998 - December 2011
StateSide Funding, LLC January 2002 - January 2007
Taylor Made Mortgages, Inc January 2001 - January 2002
Mount St. Charles High School January 2001 - January 2002
U.S. Special Forces January 1998 - January 2000
Union Bank January 1996 - January 1998
Skills
Credit, Strategic Planning, Sales, Mortgage Lending, Real Estate, Loans, Marketing Strategy, Management, Theology, Youth Ministry, Marketing, Public Speaking
Education
Providence College 1996 — 2011
MA, Theology
Providence College 1992 — 1996
BA, Sociology
Wendy Leone Wendy Leone's Union Bank Experience August 2011 - August 2012
Job Contract Manager at Mt Hood Steel & Wood LLC
Industry Legal Services
Experience
Mt Hood Steel & Wood, LLC September 2013 - Present
Cambia Health Solutions June 2014 - September 2014
Union Bank August 2011 - August 2012
Wells Fargo July 2003 - August 2011
Skills
Family Law, Microsoft Office, Retail Banking, Small Business..., Sales Management, Loans, Employment Law, Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Loan Origination, Consumer Lending, Investments, Commercial Lending, Retirement Planning, Refinance, Tax Law, Tax Accounting, Estate Planning, Bankruptcy, Accounting, Sales Operations, Business Litigation, Corporate Law
Education
Portland Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Pre-Law Studies, 3.75
Mt Hood Steel & Wood, LLC September 2013 - Present
Cambia Health Solutions June 2014 - September 2014
Union Bank August 2011 - August 2012
Wells Fargo July 2003 - August 2011
Skills
Family Law, Microsoft Office, Retail Banking, Small Business..., Sales Management, Loans, Employment Law, Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Loan Origination, Consumer Lending, Investments, Commercial Lending, Retirement Planning, Refinance, Tax Law, Tax Accounting, Estate Planning, Bankruptcy, Accounting, Sales Operations, Business Litigation, Corporate Law
Education
Portland Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Pre-Law Studies, 3.75
Tommy Le Tommy Le's Union Bank Experience January 2013 - September 2014
Job First Vice President and Business Development Manager Specialized in Commercial Loans Over $1MM.
Industry Banking
Experience
First Choice Bank in California 2014 - Present
Union Bank January 2013 - September 2014
Union Bank December 2011 - December 2012
Wells Fargo October 2003 - November 2011
Wells Fargo Bank August 1996 - October 2003
Bank of America October 1994 - August 1996
Skills
CRM, Cross Selling, Strategic Financial..., Sales Management, Credit, Management, Team Building, Banking, Financial Services, Commercial Banking, Loans, Program Management, Small Business Lending, Leadership, Risk Management, Team Leadership, Relationship Management, Mortgage Lending, Training, Commercial Lending, Budgets, Sales, Investments, Retail Banking, Wealth Management, Strategic Planning
Education
University of California, Irvine 2003 — 2005
Certificate of Completion, Professional Financial Planning
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Finance
Oxford University 1998 — 1998
Certificate of Completion, Global Business Management
University of California, Riverside 1992 — 1996
BS, Business Administration
Los Amigos High School 1988 — 1992
Diploma
First Choice Bank in California 2014 - Present
Union Bank January 2013 - September 2014
Union Bank December 2011 - December 2012
Wells Fargo October 2003 - November 2011
Wells Fargo Bank August 1996 - October 2003
Bank of America October 1994 - August 1996
Skills
CRM, Cross Selling, Strategic Financial..., Sales Management, Credit, Management, Team Building, Banking, Financial Services, Commercial Banking, Loans, Program Management, Small Business Lending, Leadership, Risk Management, Team Leadership, Relationship Management, Mortgage Lending, Training, Commercial Lending, Budgets, Sales, Investments, Retail Banking, Wealth Management, Strategic Planning
Education
University of California, Irvine 2003 — 2005
Certificate of Completion, Professional Financial Planning
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Finance
Oxford University 1998 — 1998
Certificate of Completion, Global Business Management
University of California, Riverside 1992 — 1996
BS, Business Administration
Los Amigos High School 1988 — 1992
Diploma
Jillian Garner Jillian Garner's Union Bank Experience July 2007 - October 2008
Job The Dentists On Pearl
Industry Health, Wellness and Fitness
Experience
The Dentists On Pearl August 2014 - Present
Redfearn Family Dental March 2014 - Present
Secora Family Dentistry October 2008 - March 2014
Union Bank July 2007 - October 2008
Skills
Communication, Writing, Customer Service, Microsoft Office, Event Planning, Events Coordination, Clerical Skills, Creative Writing, Microsoft Excel, Healthcare, Microsoft Word, PowerPoint, Budgets, Management, Event Management
Education
University of Colorado at Denver 2013 — 2015
Bachelor's degree, Psychology, 3.8
Red Rocks Community College 2011 — 2013
Associates General Studies, 3.8
The Dentists On Pearl August 2014 - Present
Redfearn Family Dental March 2014 - Present
Secora Family Dentistry October 2008 - March 2014
Union Bank July 2007 - October 2008
Skills
Communication, Writing, Customer Service, Microsoft Office, Event Planning, Events Coordination, Clerical Skills, Creative Writing, Microsoft Excel, Healthcare, Microsoft Word, PowerPoint, Budgets, Management, Event Management
Education
University of Colorado at Denver 2013 — 2015
Bachelor's degree, Psychology, 3.8
Red Rocks Community College 2011 — 2013
Associates General Studies, 3.8
David Shahoian's Union Bank Experience July 2012 - November 2014
Job
Industry Financial Services
Experience
UnionBanc Investment Services September 2014 - November 2014
Union Bank July 2012 - November 2014
Trilogy Leasing Co., LLC October 2009 - June 2012
Chrsitian Surfers US September 2009 - January 2012
Saddleback Church - Kingdom Builders (formerly The Herd) January 2009 - December 2009
Grace Chapel of Orange June 2007 - December 2008
Huntington National Bank, LEASENET Technology Leasing April 2007 - October 2008
U.S. Bank Oliver-Allen Technology Leasing August 2001 - March 2007
Bankers Direct Leasing, div of ABN AMRO Bank N.V. August 1998 - July 2001
NORTEL Communications March 1995 - December 1997
Skills
Leadership, Business Development, Sales, New Business Development, Marketing, Account Management, Sales Operations, Strategic Planning, Finance, Financial Analysis, Team Building, Banking, Analysis, Management, Small Business, Sales Management, Negotiation, Start-ups, Leadership Development, Marketing Strategy, Direct Sales, Selling, Coaching, Fundraising, Team Leadership, Public Speaking, Business Strategy, Budgets, Portfolio Management, Strategic Partnerships, Non-profits, Business Planning, Social Media, Mentoring, Sales Presentations, Event Management, Public Relations, Asset Management, Credit Review, Business Analysis, Product Marketing, P&L Management, Customer Relations, Entrepreneur, Contract Negotiations, Team Management, Consultative Selling, Commercial Lending, Equipment Leasing, Business Banking
Education
San Diego State University-California State University 1992 — 1994
Pasadena City College 1988 — 1990
General Studies
UnionBanc Investment Services September 2014 - November 2014
Union Bank July 2012 - November 2014
Trilogy Leasing Co., LLC October 2009 - June 2012
Chrsitian Surfers US September 2009 - January 2012
Saddleback Church - Kingdom Builders (formerly The Herd) January 2009 - December 2009
Grace Chapel of Orange June 2007 - December 2008
Huntington National Bank, LEASENET Technology Leasing April 2007 - October 2008
U.S. Bank Oliver-Allen Technology Leasing August 2001 - March 2007
Bankers Direct Leasing, div of ABN AMRO Bank N.V. August 1998 - July 2001
NORTEL Communications March 1995 - December 1997
Skills
Leadership, Business Development, Sales, New Business Development, Marketing, Account Management, Sales Operations, Strategic Planning, Finance, Financial Analysis, Team Building, Banking, Analysis, Management, Small Business, Sales Management, Negotiation, Start-ups, Leadership Development, Marketing Strategy, Direct Sales, Selling, Coaching, Fundraising, Team Leadership, Public Speaking, Business Strategy, Budgets, Portfolio Management, Strategic Partnerships, Non-profits, Business Planning, Social Media, Mentoring, Sales Presentations, Event Management, Public Relations, Asset Management, Credit Review, Business Analysis, Product Marketing, P&L Management, Customer Relations, Entrepreneur, Contract Negotiations, Team Management, Consultative Selling, Commercial Lending, Equipment Leasing, Business Banking
Education
San Diego State University-California State University 1992 — 1994
Pasadena City College 1988 — 1990
General Studies
Jennifer Fern (fka Prouser)'s Union Bank Experience April 2001 - April 2002
Job SBA Specialist and Experienced Lending Professional
Industry Banking
Experience
KeyBank July 2011 - Present
KeyBank May 2005 - July 2011
Action Mortgage 2002 - 2005
Union Bank April 2001 - April 2002
Union Bank May 1998 - April 2001
Skills
Commercial Banking, Credit, Banking, SBA, Sales, Communication, Small Business Lending, Finance, Commercial Lending, Loans, Underwriting, Analysis, Funding, Credit Analysis, Financial Services, Commercial Finance, Consumer Lending, Lines Of Credit, Refinance, Small Business
Education
Pacific Coast Banking School 2011 — 2013
Masters in Banking, Banking
Portland State University - School of Business 1997 — 2002
Bachelors of Science, Finance, Management
KeyBank July 2011 - Present
KeyBank May 2005 - July 2011
Action Mortgage 2002 - 2005
Union Bank April 2001 - April 2002
Union Bank May 1998 - April 2001
Skills
Commercial Banking, Credit, Banking, SBA, Sales, Communication, Small Business Lending, Finance, Commercial Lending, Loans, Underwriting, Analysis, Funding, Credit Analysis, Financial Services, Commercial Finance, Consumer Lending, Lines Of Credit, Refinance, Small Business
Education
Pacific Coast Banking School 2011 — 2013
Masters in Banking, Banking
Portland State University - School of Business 1997 — 2002
Bachelors of Science, Finance, Management
Sallie Olson Sallie Olson's Union Bank Experience 2001 - 2001
Job Director of Compliance and Consulting at AKT Retirement Plan Services
Industry Financial Services
Experience
AKT Retirement Plan Services LP 2001 - Present
Union Bank 2001 - 2001
Skills
Third party..., Plan Design Consulting, ERISA Regulatory..., Employee Benefits, Retirement
Education
Portland State University
Master of Taxation
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Chemistry
AKT Retirement Plan Services LP 2001 - Present
Union Bank 2001 - 2001
Skills
Third party..., Plan Design Consulting, ERISA Regulatory..., Employee Benefits, Retirement
Education
Portland State University
Master of Taxation
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Chemistry
Diego Jaramillo's Union Bank Experience 2001 - 2003
Job Senior Vice President / Business Development Officer at Citi
Industry Banking
Experience
Citi May 2012 - Present
Pacific Premier Bank April 2009 - May 2012
Popular Community Bank November 2007 - March 2009
California Bank & Trust August 2003 - March 2005
Union Bank 2001 - 2003
Skills
Commercial Banking, Loans, Credit, Banking, Conventional Lending, SBA Lending, Business Loans, Business Banking, Cash Management, SBA, Finance, Portfolio Management, Business Development, Cross Selling, Small Business Lending, Lines Of Credit
Education
Pontificia Universidad Javeriana
Bachelor of Science (B.S.), Business Administration
Citi May 2012 - Present
Pacific Premier Bank April 2009 - May 2012
Popular Community Bank November 2007 - March 2009
California Bank & Trust August 2003 - March 2005
Union Bank 2001 - 2003
Skills
Commercial Banking, Loans, Credit, Banking, Conventional Lending, SBA Lending, Business Loans, Business Banking, Cash Management, SBA, Finance, Portfolio Management, Business Development, Cross Selling, Small Business Lending, Lines Of Credit
Education
Pontificia Universidad Javeriana
Bachelor of Science (B.S.), Business Administration
Brandy Narde Brandy Narde's Union Bank Experience June 2010 - February 2012
Job Client Services Manager at Bank of Southern California
Industry Banking
Experience
Bank of Southern California April 2012 - Present
Union Bank June 2010 - February 2012
Chase December 2007 - June 2010
Skills
Commercial Banking, Banking, Retail Banking, Cross Selling, Cash Management, Deposits, Relationship Management, Branch Banking
Education
California State University- San Marcos 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Palomar College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Bank of Southern California April 2012 - Present
Union Bank June 2010 - February 2012
Chase December 2007 - June 2010
Skills
Commercial Banking, Banking, Retail Banking, Cross Selling, Cash Management, Deposits, Relationship Management, Branch Banking
Education
California State University- San Marcos 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Palomar College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
April Hayes-Warren April Hayes-Warren's Union Bank Experience August 2010 - May 2011
Job AVP, Project Manager at Union Bank
Industry Banking
Experience
MUFG Union Bank, N.A. June 2011 - Present
Union Bank August 2010 - May 2011
Union Bank January 2009 - July 2010
Union Bank April 2007 - December 2008
Wholesale America Mortgage / California Financial Group 2004 - April 2007
Coldwell Banker Residential Brokerage, Northern California 2002 - 2004
Skills
Software Project..., Commercial Banking, Banking, Financial Services, SDLC, Project Management, Vendor Management, PMO, MS Project, Management, Risk Management, Change Management, Business Analysis, Internet Banking, PMP, Project Portfolio..., Retail Banking, Software Documentation, Treasury Management
Education
Pasadena City College
MUFG Union Bank, N.A. June 2011 - Present
Union Bank August 2010 - May 2011
Union Bank January 2009 - July 2010
Union Bank April 2007 - December 2008
Wholesale America Mortgage / California Financial Group 2004 - April 2007
Coldwell Banker Residential Brokerage, Northern California 2002 - 2004
Skills
Software Project..., Commercial Banking, Banking, Financial Services, SDLC, Project Management, Vendor Management, PMO, MS Project, Management, Risk Management, Change Management, Business Analysis, Internet Banking, PMP, Project Portfolio..., Retail Banking, Software Documentation, Treasury Management
Education
Pasadena City College
Tonya Perez-Wright Tonya Perez-Wright's Union Bank Experience 2000 - 2005
Job Branch Manager at US Bank
Industry Banking
Experience
U.S. Bank 2014 - Present
Forest Lawn Memorial Parks and Mortuaries 2013 - 2014
Comerica Bank 2007 - 2013
US Bank 2005 - 2007
Union Bank 2000 - 2005
Skills
Banking, Loans, Business Development, Small Business Lending, Commercial Banking, Commercial Lending, Leadership, Credit, New Business Development, Consumer Lending, Risk Management, Retail Banking, Branch Management, Lines Of Credit, Credit Analysis, Customer Service, Deposits
Education
Penn State University
Business Management & Marketing, and Related Support Services
Los Angeles Harbor College
Associate of Arts (A.A)
Encina High School
U.S. Bank 2014 - Present
Forest Lawn Memorial Parks and Mortuaries 2013 - 2014
Comerica Bank 2007 - 2013
US Bank 2005 - 2007
Union Bank 2000 - 2005
Skills
Banking, Loans, Business Development, Small Business Lending, Commercial Banking, Commercial Lending, Leadership, Credit, New Business Development, Consumer Lending, Risk Management, Retail Banking, Branch Management, Lines Of Credit, Credit Analysis, Customer Service, Deposits
Education
Penn State University
Business Management & Marketing, and Related Support Services
Los Angeles Harbor College
Associate of Arts (A.A)
Encina High School
Mona Ghambaryan Mona Ghambaryan's Union Bank Experience October 2012 - Present
Job VP, Sr. Fair Lending Officer at Union Bank
Industry Financial Services
Experience
Union Bank October 2012 - Present
Bank of America May 2010 - October 2012
Moulton Logistics Management January 2009 - August 2009
Capital Network Leasing Corp September 2006 - January 2009
Skills
Finance, Risk Management, Banking, Process Improvement, Credit, Mortgage Lending, Project Management, SQL, Compliance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
Yerevan State University 2002 — 2006
BA, Economics
Union Bank October 2012 - Present
Bank of America May 2010 - October 2012
Moulton Logistics Management January 2009 - August 2009
Capital Network Leasing Corp September 2006 - January 2009
Skills
Finance, Risk Management, Banking, Process Improvement, Credit, Mortgage Lending, Project Management, SQL, Compliance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
Yerevan State University 2002 — 2006
BA, Economics
Kelly (Cal) Ausburn's Union Bank Experience July 2012 - December 2013
Job 401(k) Sales Executive
Industry Financial Services
Experience
Capital One January 2015 - Present
U.S. Bank December 2013 - January 2015
Union Bank July 2012 - December 2013
Superpartners March 2011 - October 2011
Wells Fargo November 2007 - December 2010
T-Mobile March 2005 - January 2008
Skills
Financial Analysis, Credit, Relationship Management, Portfolio Management, Banking, Loans, Mortgage Lending, Interviews, Financial Services, Retirement, Investments, Entrepreneurship, Risk Management, Finance, Leadership, Customer Service, Management
Education
University of Washington 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business, 3.72 GPA, Cum Laude
Pikes Peak Community College 2000 — 2002
AA, Business
Capital One January 2015 - Present
U.S. Bank December 2013 - January 2015
Union Bank July 2012 - December 2013
Superpartners March 2011 - October 2011
Wells Fargo November 2007 - December 2010
T-Mobile March 2005 - January 2008
Skills
Financial Analysis, Credit, Relationship Management, Portfolio Management, Banking, Loans, Mortgage Lending, Interviews, Financial Services, Retirement, Investments, Entrepreneurship, Risk Management, Finance, Leadership, Customer Service, Management
Education
University of Washington 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business, 3.72 GPA, Cum Laude
Pikes Peak Community College 2000 — 2002
AA, Business
Tory Huey Tory Huey's Union Bank Experience December 2004 - August 2011
Job Master of Biological Anthropology with an emphasis in Forensic Anthropology
Industry Health, Wellness and Fitness
Experience
North Island Credit Union April 2014 - July 2015
University of Montana August 2013 - January 2014
The Maureen and Mike Mansfield Center at the University of Montana January 2013 - August 2013
Montana Anthropology Student Association May 2012 - May 2013
Union Bank December 2004 - August 2011
San Diego Museum of Man January 2010 - May 2010
Association of Anthropology Students (SDSU) May 2009 - May 2010
Affinis 2010 - 2010
South Coastal Information Center August 2009 - December 2009
Skills
Museum Collections, Human Osteology, Forensic Anthropology, Cultural Resource..., Historical Archaeology, Forensic Archaeology, Human Anatomy, Decomposition, Taphonomy, Pathology, Microsoft Office, SPSS, Statistical Data..., Artifact Analysis, Customer Service, Public Speaking, Teaching, Chain of Custody, Report Writing, Critical Thinking, Data Entry, Data Analysis, Statistics, Qualitative Research, Data Collection, Field Work
Education
Palmer College of Chiropractic 2015 — 2018
Doctor of Chiropractic, Chiropractic
The University of Montana 2011 — 2013
Master of Arts (MA), Physical and Biological Anthropology
San Diego State University-California State University 2008 — 2010
Bachelor of Arts (B.A.), Anthropology
North Island Credit Union April 2014 - July 2015
University of Montana August 2013 - January 2014
The Maureen and Mike Mansfield Center at the University of Montana January 2013 - August 2013
Montana Anthropology Student Association May 2012 - May 2013
Union Bank December 2004 - August 2011
San Diego Museum of Man January 2010 - May 2010
Association of Anthropology Students (SDSU) May 2009 - May 2010
Affinis 2010 - 2010
South Coastal Information Center August 2009 - December 2009
Skills
Museum Collections, Human Osteology, Forensic Anthropology, Cultural Resource..., Historical Archaeology, Forensic Archaeology, Human Anatomy, Decomposition, Taphonomy, Pathology, Microsoft Office, SPSS, Statistical Data..., Artifact Analysis, Customer Service, Public Speaking, Teaching, Chain of Custody, Report Writing, Critical Thinking, Data Entry, Data Analysis, Statistics, Qualitative Research, Data Collection, Field Work
Education
Palmer College of Chiropractic 2015 — 2018
Doctor of Chiropractic, Chiropractic
The University of Montana 2011 — 2013
Master of Arts (MA), Physical and Biological Anthropology
San Diego State University-California State University 2008 — 2010
Bachelor of Arts (B.A.), Anthropology
Nathan Morales's Union Bank Experience April 2013 - February 2014
Job Associate U.S. Corporate Banking at MUFG
Industry Financial Services
Experience
MUFG Americas February 2014 - Present
Union Bank April 2013 - February 2014
Union Bank May 2011 - April 2013
HC Supply LLC September 2010 - May 2011
Edward Jones June 2009 - August 2009
Skills
Financial Analysis, Credit, Financial Modeling, Investments, Microsoft Excel, Finance, Credit Analysis, Strategic Financial..., PowerPoint, Risk Management, Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Point Loma Nazarene University 2007 — 2011
Bachelor’s Degree, Business, Finance
MUFG Americas February 2014 - Present
Union Bank April 2013 - February 2014
Union Bank May 2011 - April 2013
HC Supply LLC September 2010 - May 2011
Edward Jones June 2009 - August 2009
Skills
Financial Analysis, Credit, Financial Modeling, Investments, Microsoft Excel, Finance, Credit Analysis, Strategic Financial..., PowerPoint, Risk Management, Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Point Loma Nazarene University 2007 — 2011
Bachelor’s Degree, Business, Finance
Robert S. Candeloro CAMS, CFE Robert S. Candeloro CAMS, CFE's Union Bank Experience April 2002 - April 2006
Job Risk Analyst
Industry Financial Services
Experience
Fiserv June 2013 - Present
Columbia Bank January 2010 - May 2013
Standard Chartered Bank May 2007 - January 2010
HSBC January 2007 - May 2007
BNY Mellon June 2006 - January 2007
Union Bank April 2002 - April 2006
HighMark Capital Management January 2000 - April 2002
Skills
KYC, Policy, Software Documentation, Payments, Banking, Risk Management, Financial Risk, AML, Internal Controls, Due Diligence, Credit, Bank Secrecy Act, Financial Services, Internal Audit, OFAC
Education
Association of Certified Fraud Examiners 2014 — 2014
Certified Fraud Examiner
Association of Certified Anti-Money Laundering Specialists 2008 — 2008
Certified Anti-Money Laundering Specialist
Pace University
AAS, Banking
Fiserv June 2013 - Present
Columbia Bank January 2010 - May 2013
Standard Chartered Bank May 2007 - January 2010
HSBC January 2007 - May 2007
BNY Mellon June 2006 - January 2007
Union Bank April 2002 - April 2006
HighMark Capital Management January 2000 - April 2002
Skills
KYC, Policy, Software Documentation, Payments, Banking, Risk Management, Financial Risk, AML, Internal Controls, Due Diligence, Credit, Bank Secrecy Act, Financial Services, Internal Audit, OFAC
Education
Association of Certified Fraud Examiners 2014 — 2014
Certified Fraud Examiner
Association of Certified Anti-Money Laundering Specialists 2008 — 2008
Certified Anti-Money Laundering Specialist
Pace University
AAS, Banking
Matthew Guillory, MBA Matthew Guillory, MBA's Union Bank Experience October 2014 - Present
Job VP, Licensed Private Banker & Wealth Management at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Mission Vally Planning Group October 2014 - Present
California Bank & Trust March 2014 - September 2014
California Bank & Trust February 2013 - March 2014
Jackie Robinson Family YMCA February 2011 - June 2013
Comerica Bank March 2012 - February 2013
Mission Valley Sunset Rotary Club November 2009 - February 2013
Bankers CDC July 2009 - 2013
Comerica Bank May 2008 - March 2012
Comerica December 2010 - February 2012
Skills
Banking, Credit, Finance, Loans, Financial Analysis, Leadership, Risk Management, Commercial Lending, Customer Service, Commercial Banking, Mortgage Lending, New Business Development, Financial Services, Financial Modeling, PowerPoint, Credit Analysis, Sales Management, Business Strategy, Retail Banking, Team Leadership, Real Estate, Credit Risk, Small Business Lending, Microsoft Word, Relationship Management, Social Media Marketing, Accounting, Treasury Management, Non-profits, Microsoft Excel, Account Management, Human Resources, Economics, Change Management, Private Banking, Financial Accounting, Team Management, Key Account Development, FHA, Accounts Receivable, Accounts Payable, Key Account Management, Home Equity Lines of..., Management Accounting, DDA, Account Reconciliation, Organizational Change, Websites, Excel, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.60
Comerica Bank Credit College 2012 — 2012
Commercial Lending, 4.0
San Diego State University-California State University 2002 — 2007
B.S., Business Administration with an emphasis Finance
Union Bank October 2014 - Present
Mission Vally Planning Group October 2014 - Present
California Bank & Trust March 2014 - September 2014
California Bank & Trust February 2013 - March 2014
Jackie Robinson Family YMCA February 2011 - June 2013
Comerica Bank March 2012 - February 2013
Mission Valley Sunset Rotary Club November 2009 - February 2013
Bankers CDC July 2009 - 2013
Comerica Bank May 2008 - March 2012
Comerica December 2010 - February 2012
Skills
Banking, Credit, Finance, Loans, Financial Analysis, Leadership, Risk Management, Commercial Lending, Customer Service, Commercial Banking, Mortgage Lending, New Business Development, Financial Services, Financial Modeling, PowerPoint, Credit Analysis, Sales Management, Business Strategy, Retail Banking, Team Leadership, Real Estate, Credit Risk, Small Business Lending, Microsoft Word, Relationship Management, Social Media Marketing, Accounting, Treasury Management, Non-profits, Microsoft Excel, Account Management, Human Resources, Economics, Change Management, Private Banking, Financial Accounting, Team Management, Key Account Development, FHA, Accounts Receivable, Accounts Payable, Key Account Management, Home Equity Lines of..., Management Accounting, DDA, Account Reconciliation, Organizational Change, Websites, Excel, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.60
Comerica Bank Credit College 2012 — 2012
Commercial Lending, 4.0
San Diego State University-California State University 2002 — 2007
B.S., Business Administration with an emphasis Finance
JoAnn Bourne JoAnn Bourne's Union Bank Experience 1981 - June 2013
Job Principal at Seabourne Capital Partners
Industry Banking
Experience
Seabourne Capital Partners July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ 2010 - June 2013
Union Bank 1981 - June 2013
Skills
Treasury Management, Banking, Commercial Banking, Strategic Planning, Risk Management, Executive Management, Cash Management, Corporate Governance, Mergers & Acquisitions, Product Management, Product Development
Education
Pepperdine University
Bachelor of Arts (B.A.)
Pacific Coast Banking School
Seabourne Capital Partners July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ 2010 - June 2013
Union Bank 1981 - June 2013
Skills
Treasury Management, Banking, Commercial Banking, Strategic Planning, Risk Management, Executive Management, Cash Management, Corporate Governance, Mergers & Acquisitions, Product Management, Product Development
Education
Pepperdine University
Bachelor of Arts (B.A.)
Pacific Coast Banking School
Marina Storaker Marina Storaker's Union Bank Experience 1992 - 1994
Job Product Management Consultant at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Company January 2004 - Present
Columbia Winery 2002 - 2005
Safeco 2000 - 2002
Financial Database Services 1997 - 1999
LPL Financial Services 1994 - 1996
Union Bank 1992 - 1994
Skills
Business Objects, Tactician, Perr & Knight, Insurance, Underwriting, Analytics, Business Analysis, Data Analysis, Risk Management, Business Intelligence, Competitive Analysis, Requirements Gathering, Business Process..., Strategic Planning, Project Management, Process Improvement, Marketing, Team Building, Management, Business Development, CRM, Leadership, Salesforce.com, Account Management, New Business Development, Team Leadership, Product Management, Access, Vendor Management, Strategy, Property & Casualty..., General Insurance, Analysis, Commercial Insurance, Life Insurance, Financial Services, Claim
Education
Pacific Lutheran University - School of Business 2000 — 2002
Master of Business Administration, Technology & Innovation Management
University of California, Berkeley 1987 — 1992
Bachelor of Arts, Economics
Academy of Our Lady of Peace 1983 — 1987
High School, College Preparatory
Allstate Insurance Company January 2004 - Present
Columbia Winery 2002 - 2005
Safeco 2000 - 2002
Financial Database Services 1997 - 1999
LPL Financial Services 1994 - 1996
Union Bank 1992 - 1994
Skills
Business Objects, Tactician, Perr & Knight, Insurance, Underwriting, Analytics, Business Analysis, Data Analysis, Risk Management, Business Intelligence, Competitive Analysis, Requirements Gathering, Business Process..., Strategic Planning, Project Management, Process Improvement, Marketing, Team Building, Management, Business Development, CRM, Leadership, Salesforce.com, Account Management, New Business Development, Team Leadership, Product Management, Access, Vendor Management, Strategy, Property & Casualty..., General Insurance, Analysis, Commercial Insurance, Life Insurance, Financial Services, Claim
Education
Pacific Lutheran University - School of Business 2000 — 2002
Master of Business Administration, Technology & Innovation Management
University of California, Berkeley 1987 — 1992
Bachelor of Arts, Economics
Academy of Our Lady of Peace 1983 — 1987
High School, College Preparatory
David Gómez, Jr. David Gómez, Jr.'s Union Bank Experience February 2013 - February 2014
Job Director, Architecture and Strategic Projects at Datum Consulting Group
Industry Computer Software
Experience
Datum Consulting Group May 2015 - Present
Nuance Communications July 2014 - May 2015
Notable Solutions (Acquired by Nuance Communications in July 2014) February 2014 - November 2014
Union Bank February 2013 - February 2014
IBM February 2012 - November 2012
IBM February 2011 - February 2012
University of Phoenix April 2009 - December 2011
IBM August 2009 - February 2011
IBM January 2009 - August 2009
IBM Corporation January 2007 - January 2009
Skills
Enterprise Software, Pre-sales, Solution Architecture, Enterprise Content..., Product Management, Strategy, Competitive Analysis, Solution Selling, FileNet, Enterprise Architecture, Cloud Computing, Integration, SaaS, Leadership, Content Management, Records Management, Document Management, Product Marketing, Process Improvement, Business Process, Business Intelligence, Sales Enablement, Program Management, IT Strategy, Requirements Analysis, Business Analysis, Go-to-market Strategy, SOA, Information Management, Business Process..., Architecture, Consulting, Team Leadership, Cross-functional Team..., Business Development, Knowledge Management, Disaster Recovery, Start-ups, Governance, Virtualization, Vendor Management, Strategic Partnerships, Mentoring, Analytics, Team Management, Strategy Execution, Big Data Analytics, Data Science, Big Data, Product Launch
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Entrepreneurship and Finance
Pepperdine University 2003 — 2006
BS, Management
The University of Texas at Austin 1991 — 1994
Aerospace Engineering
Datum Consulting Group May 2015 - Present
Nuance Communications July 2014 - May 2015
Notable Solutions (Acquired by Nuance Communications in July 2014) February 2014 - November 2014
Union Bank February 2013 - February 2014
IBM February 2012 - November 2012
IBM February 2011 - February 2012
University of Phoenix April 2009 - December 2011
IBM August 2009 - February 2011
IBM January 2009 - August 2009
IBM Corporation January 2007 - January 2009
Skills
Enterprise Software, Pre-sales, Solution Architecture, Enterprise Content..., Product Management, Strategy, Competitive Analysis, Solution Selling, FileNet, Enterprise Architecture, Cloud Computing, Integration, SaaS, Leadership, Content Management, Records Management, Document Management, Product Marketing, Process Improvement, Business Process, Business Intelligence, Sales Enablement, Program Management, IT Strategy, Requirements Analysis, Business Analysis, Go-to-market Strategy, SOA, Information Management, Business Process..., Architecture, Consulting, Team Leadership, Cross-functional Team..., Business Development, Knowledge Management, Disaster Recovery, Start-ups, Governance, Virtualization, Vendor Management, Strategic Partnerships, Mentoring, Analytics, Team Management, Strategy Execution, Big Data Analytics, Data Science, Big Data, Product Launch
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Entrepreneurship and Finance
Pepperdine University 2003 — 2006
BS, Management
The University of Texas at Austin 1991 — 1994
Aerospace Engineering
Norbert Chanman Norbert Chanman's Union Bank Experience January 1987 - January 1989
Job Principal, Sinclair Management LLC
Industry Banking
Experience
Sinclair Management LLC June 2009 - Present
Trade Solutions Group 2005 - 2011
Comerica Bank February 2000 - January 2005
Imperial Bank February 1990 - January 2000
Union Bank January 1987 - January 1989
Crocker Bank-Wells Fargo August 1983 - December 1986
Skills
Banking, Customer Service, Management, Commercial Lending, Financial Transactions, Structured Finance, Strategic Planning, Analysis, Strategy, Trade Finance, Payments, Financial Risk, Commercial Banking, Internal Controls, Due Diligence, SWIFT payments, Mergers & Acquisitions, International Trade, Letters of Credit, New Business Development, Loans, Trading, FX Options, Cash Management, Risk Management, Credit, Portfolio Management, Executive Management, Financial Institutions, Treasury Management
Education
Kydd Business Academy, Trinidad & Tobago, West Indies
Pace University
Business Administration, Accounting and Finance
Sinclair Management LLC June 2009 - Present
Trade Solutions Group 2005 - 2011
Comerica Bank February 2000 - January 2005
Imperial Bank February 1990 - January 2000
Union Bank January 1987 - January 1989
Crocker Bank-Wells Fargo August 1983 - December 1986
Skills
Banking, Customer Service, Management, Commercial Lending, Financial Transactions, Structured Finance, Strategic Planning, Analysis, Strategy, Trade Finance, Payments, Financial Risk, Commercial Banking, Internal Controls, Due Diligence, SWIFT payments, Mergers & Acquisitions, International Trade, Letters of Credit, New Business Development, Loans, Trading, FX Options, Cash Management, Risk Management, Credit, Portfolio Management, Executive Management, Financial Institutions, Treasury Management
Education
Kydd Business Academy, Trinidad & Tobago, West Indies
Pace University
Business Administration, Accounting and Finance
Zibbie Nwokah, CEP's Union Bank Experience August 2009 - August 2011
Job
Industry Financial Services
Experience
eShares August 2014 - Present
Solium Capital May 2012 - July 2014
Silicon Valley Bank Analytics August 2011 - May 2012
Union Bank August 2009 - August 2011
Citibank June 2006 - August 2009
Skills
Portfolio Management, Equities, Financial Analysis, Relationship Management, Banking, Credit, Private Equity, Investments, Mergers & Acquisitions, Management, Salesforce.com, CRM, SaaS, Training, Venture Capital, Equity Plans, Expense Reports, ASC 718, Accounting Applications, FASB, IRC, Software, FAS123R, Compliance Support, Equity Incentive..., Equity Compensation, Microsoft Excel, SSAE16, Zendesk, JIRA, M&A experience, Sarbanes-Oxley Act, Sarbanes-Oxley, SOX Compliancy, CEP, Mergers, Client Services
Education
Purdue University - Krannert School of Management
B.S.
eShares August 2014 - Present
Solium Capital May 2012 - July 2014
Silicon Valley Bank Analytics August 2011 - May 2012
Union Bank August 2009 - August 2011
Citibank June 2006 - August 2009
Skills
Portfolio Management, Equities, Financial Analysis, Relationship Management, Banking, Credit, Private Equity, Investments, Mergers & Acquisitions, Management, Salesforce.com, CRM, SaaS, Training, Venture Capital, Equity Plans, Expense Reports, ASC 718, Accounting Applications, FASB, IRC, Software, FAS123R, Compliance Support, Equity Incentive..., Equity Compensation, Microsoft Excel, SSAE16, Zendesk, JIRA, M&A experience, Sarbanes-Oxley Act, Sarbanes-Oxley, SOX Compliancy, CEP, Mergers, Client Services
Education
Purdue University - Krannert School of Management
B.S.
Maryanne (Annie) DeCelle Stapleton Maryanne (Annie) DeCelle Stapleton's Union Bank Experience September 1991 - December 1993
Job Entrepreneurial Financial Director Seeking Position
Industry Accounting
Experience
Town of Athens July 2012 - August 2013
Maryanne Stapleton, CPA February 2010 - July 2012
Resources Global Professionals 2000 - 2003
Mellon Bank March 1998 - December 1999
Shoppers Express July 1996 - September 1997
VISA Interactive January 1995 - June 1996
Union Bank September 1991 - December 1993
KPMG January 1987 - October 1990
Ronder and Legg August 1985 - December 1986
Skills
Cash Management, Start-ups, Internal Controls, Non-profits, High Growth Companies, Financial Reporting, Staff Management, Strategic Advice, Financial Systems..., Team Motivator, Business Planning, Auditing, Leadership, Finance, Management Consulting, Accounting, Financial Systems, Management, Strategy, Budgets, Nonprofits, Acquisition Integration, Internal Audit, Financial Analysis
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Public Accounting
Saugerties High School 1977 — 1981
Business
Town of Athens July 2012 - August 2013
Maryanne Stapleton, CPA February 2010 - July 2012
Resources Global Professionals 2000 - 2003
Mellon Bank March 1998 - December 1999
Shoppers Express July 1996 - September 1997
VISA Interactive January 1995 - June 1996
Union Bank September 1991 - December 1993
KPMG January 1987 - October 1990
Ronder and Legg August 1985 - December 1986
Skills
Cash Management, Start-ups, Internal Controls, Non-profits, High Growth Companies, Financial Reporting, Staff Management, Strategic Advice, Financial Systems..., Team Motivator, Business Planning, Auditing, Leadership, Finance, Management Consulting, Accounting, Financial Systems, Management, Strategy, Budgets, Nonprofits, Acquisition Integration, Internal Audit, Financial Analysis
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Public Accounting
Saugerties High School 1977 — 1981
Business
Hugh Wang | Credit Analyst Hugh Wang | Credit Analyst's Union Bank Experience June 2014 - Present
Job Credit Analyst at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
Finance Store Inc August 2012 - June 2014
Finance Store Inc January 2012 - March 2012
Zheshang Securities March 2011 - June 2011
Euromonitor International April 2010 - June 2010
The University of Auckland February 2010 - March 2010
Sina Corporation March 2006 - September 2009
Skills
Credit Analysis, Loans, Funding, Banking, Financial Analysis, Research, Business Strategy, Corporate Finance, Small Business, New Business Development, Microsoft Excel, Investments, Financial Modeling, Competitive Analysis, Management, Business Planning, Start-ups, Leadership, Project Management, Quantitative Research, Qualitative Research, Quantitative Analytics, SPSS, Zoho CRM, Analysis
Education
UCLA Extension 2013 — 2014
Credit Analysis and Management Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science in Applied Finance, Accounting and Finance
University of Auckland 2008 — 2010
Master of Commerce (M.Com.), International Business, First Class Honors
University of Auckland 2004 — 2007
Bachelor of Commerce (B.Com.), Finance and International Business, First Class Honors
Union Bank June 2014 - Present
Finance Store Inc August 2012 - June 2014
Finance Store Inc January 2012 - March 2012
Zheshang Securities March 2011 - June 2011
Euromonitor International April 2010 - June 2010
The University of Auckland February 2010 - March 2010
Sina Corporation March 2006 - September 2009
Skills
Credit Analysis, Loans, Funding, Banking, Financial Analysis, Research, Business Strategy, Corporate Finance, Small Business, New Business Development, Microsoft Excel, Investments, Financial Modeling, Competitive Analysis, Management, Business Planning, Start-ups, Leadership, Project Management, Quantitative Research, Qualitative Research, Quantitative Analytics, SPSS, Zoho CRM, Analysis
Education
UCLA Extension 2013 — 2014
Credit Analysis and Management Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science in Applied Finance, Accounting and Finance
University of Auckland 2008 — 2010
Master of Commerce (M.Com.), International Business, First Class Honors
University of Auckland 2004 — 2007
Bachelor of Commerce (B.Com.), Finance and International Business, First Class Honors
Jonathan Gould Jonathan Gould's Union Bank Experience January 2015 - Present
Job at
Industry Banking
Experience
Union Bank January 2015 - Present
Northway Bank May 2002 - January 2015
Skills
Commercial Banking, Commercial Lending, Banking, Retail Banking, Loans, Small Business Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Cash Management, Portfolio Management, Financial Analysis, Finance, Mortgage Banking, Risk Management, Credit, Branch Management, Credit Risk, Lines Of Credit, Relationship Management, Asset Based Lending, SBA, Internet Banking, Financial Services
Education
Plymouth State University
Bachelor of Science, Business Administration
Union Bank January 2015 - Present
Northway Bank May 2002 - January 2015
Skills
Commercial Banking, Commercial Lending, Banking, Retail Banking, Loans, Small Business Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Cash Management, Portfolio Management, Financial Analysis, Finance, Mortgage Banking, Risk Management, Credit, Branch Management, Credit Risk, Lines Of Credit, Relationship Management, Asset Based Lending, SBA, Internet Banking, Financial Services
Education
Plymouth State University
Bachelor of Science, Business Administration
Sreehari Kota Sreehari Kota's Union Bank Experience April 2013 - Present
Job Sr. Oracle ApEx Developer at Union Bank
Industry Information Technology and Services
Experience
Union Bank April 2013 - Present
Make Technologies, a Dell Company September 2012 - Present
Education
Osmania University
Union Bank April 2013 - Present
Make Technologies, a Dell Company September 2012 - Present
Education
Osmania University
Steven Marzo's Union Bank Experience October 2014 - Present
Job
Industry Banking
Experience
Union Bank October 2014 - Present
Skills
Microsoft Word, Public Speaking, Final Cut Pro, HTML, PowerPoint, Financial Reporting, Financial Analysis
Education
University of Notre Dame 2007 — 2011
BA
Punahou School 1993 — 2007
Diploma
Union Bank October 2014 - Present
Skills
Microsoft Word, Public Speaking, Final Cut Pro, HTML, PowerPoint, Financial Reporting, Financial Analysis
Education
University of Notre Dame 2007 — 2011
BA
Punahou School 1993 — 2007
Diploma
Kenneth Pitts Kenneth Pitts's Union Bank Experience January 2006 - January 2007
Job Student at Portland Community College
Industry Accounting
Experience
Aerotek August 2014 - February 2015
U.S. Bank January 2010 - March 2010
Union Bank January 2006 - January 2007
EDS Group February 2000 - December 2005
Bank of America February 1996 - July 1999
Skills
Cash Management, Banking, Deposits, Cash, Microsoft Office
Education
Portland Community College 2012 — 2014
Associate of Science (A.S.), Accounting
Aerotek August 2014 - February 2015
U.S. Bank January 2010 - March 2010
Union Bank January 2006 - January 2007
EDS Group February 2000 - December 2005
Bank of America February 1996 - July 1999
Skills
Cash Management, Banking, Deposits, Cash, Microsoft Office
Education
Portland Community College 2012 — 2014
Associate of Science (A.S.), Accounting
Matt LaCoss Matt LaCoss's Union Bank Experience February 2014 - May 2015
Job Vice President, Sr. Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Union Bank February 2014 - May 2015
Union Bank February 2012 - January 2014
The Mortgage Guild January 2004 - May 2012
The Rock Church February 2008 - November 2009
HomeTown Lending Div of TMBG October 2006 - November 2007
The Mortgage Guild January 2004 - October 2006
California Equities January 2002 - January 2004
Skills
Mortgage Lending, Finance, Mortgage Banking, Marketing, Management, Loans, Small Business Lending, Start-ups, Commercial Lending, Training, Real Estate, FHA, Relationship Management, Loan Origination, Lines Of Credit, Banking, Credit
Education
Pitzer College 1997 — 2001
Organizational Studies, Economics
Acuity Institute
Black Belt, Lean Six Sigma
Wells Fargo June 2015 - Present
Union Bank February 2014 - May 2015
Union Bank February 2012 - January 2014
The Mortgage Guild January 2004 - May 2012
The Rock Church February 2008 - November 2009
HomeTown Lending Div of TMBG October 2006 - November 2007
The Mortgage Guild January 2004 - October 2006
California Equities January 2002 - January 2004
Skills
Mortgage Lending, Finance, Mortgage Banking, Marketing, Management, Loans, Small Business Lending, Start-ups, Commercial Lending, Training, Real Estate, FHA, Relationship Management, Loan Origination, Lines Of Credit, Banking, Credit
Education
Pitzer College 1997 — 2001
Organizational Studies, Economics
Acuity Institute
Black Belt, Lean Six Sigma
Gilbert Ayala Gilbert Ayala's Union Bank Experience 1980 - 1984
Job SVP Head of International Risk Program Governance & Oversight at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
JPMorgan Chase January 2011 - Present
JPMorgan Chase November 2007 - February 2011
Washington Mutual January 1998 - November 2007
Union Bank 1980 - 1984
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Masters in Business Administration
Wells Fargo July 2014 - Present
JPMorgan Chase January 2011 - Present
JPMorgan Chase November 2007 - February 2011
Washington Mutual January 1998 - November 2007
Union Bank 1980 - 1984
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Masters in Business Administration
Sam Wall Sam Wall's Union Bank Experience May 2009 - April 2012
Job Program Manager II at MedImpact Healthcare Systems, Inc.
Industry Information Technology and Services
Experience
MedImpact Healthcare Systems, Inc. March 2014 - Present
OptumRx July 2013 - March 2014
AutoAnything.com April 2012 - February 2013
Union Bank May 2009 - April 2012
HSBC Auto Finance March 2009 - July 2009
HSBC Auto Finance June 2008 - February 2009
HSBC Auto Finance October 2004 - June 2008
HSBC Auto Finance August 2001 - October 2004
HSBC Auto Finance February 2000 - August 2001
HSBC Auto Finance January 1999 - February 2000
Skills
Consumer Lending, Loan Origination, Insurance, Loss Mitigation, Credit Analysis, Credit Risk, Credit, Loans, Banking, Portfolio Management, Underwriting, Relationship Management, Financial Risk, Risk Management, Financial Analysis, Visio, Project Management, Retail Banking, Operational Risk, Vendor Management, Business Requirements, Loan Servicing, Analysis
Education
University of Phoenix 2007 — 2009
Business Management
Palomar College 1993 — 2001
None, Accounting, Psychology, Photography, Business Management
University of Houston-Downtown 1990 — 1992
None, Finance
MedImpact Healthcare Systems, Inc. March 2014 - Present
OptumRx July 2013 - March 2014
AutoAnything.com April 2012 - February 2013
Union Bank May 2009 - April 2012
HSBC Auto Finance March 2009 - July 2009
HSBC Auto Finance June 2008 - February 2009
HSBC Auto Finance October 2004 - June 2008
HSBC Auto Finance August 2001 - October 2004
HSBC Auto Finance February 2000 - August 2001
HSBC Auto Finance January 1999 - February 2000
Skills
Consumer Lending, Loan Origination, Insurance, Loss Mitigation, Credit Analysis, Credit Risk, Credit, Loans, Banking, Portfolio Management, Underwriting, Relationship Management, Financial Risk, Risk Management, Financial Analysis, Visio, Project Management, Retail Banking, Operational Risk, Vendor Management, Business Requirements, Loan Servicing, Analysis
Education
University of Phoenix 2007 — 2009
Business Management
Palomar College 1993 — 2001
None, Accounting, Psychology, Photography, Business Management
University of Houston-Downtown 1990 — 1992
None, Finance
David Pittman David Pittman's Union Bank Experience June 2010 - Present
Job SVP & Managing Director at Union Bank
Industry Investment Management
Experience
Union Bank June 2010 - Present
Fifth Third Bancorp November 2006 - January 2010
Wells Fargo October 1996 - October 2006
American Management Systems (AMS) July 1993 - September 1996
Skills
Acquisition Integration, Business Process...
Education
Penn State University 1991 — 1993
MBA, Business
Southern Methodist University 1983 — 1987
BBA, Finance
Union Bank June 2010 - Present
Fifth Third Bancorp November 2006 - January 2010
Wells Fargo October 1996 - October 2006
American Management Systems (AMS) July 1993 - September 1996
Skills
Acquisition Integration, Business Process...
Education
Penn State University 1991 — 1993
MBA, Business
Southern Methodist University 1983 — 1987
BBA, Finance
Curtis Sanders Curtis Sanders's Union Bank Experience September 2010 - March 2012
Job Staff Systems Analyst at National Simulation Center US
Industry Computer Networking
Experience
National Simulation Center US January 2014 - Present
CTDS July 2009 - November 2014
US Navy July 2009 - December 2013
Union Bank September 2010 - March 2012
CTDS - Computer Telephone Data Services July 2009 - September 2010
U.S. Navy Reserve 1998 - 2010
Aspect Software April 2008 - August 2009
Aspect Software March 2008 - July 2009
Aspect Software 1998 - 2009
Federal Credit Union August 2007 - February 2008
Skills
Disaster Recovery, Servers, Cisco Technologies, Software Installation, Active Directory, Call Centers, Telecommunications, VoIP, Security, Windows Server, Network Security, Troubleshooting, Integration, CCNA, Technical Support, Switches, Networking, Routers, Hardware
Education
Park College 1992 — 1993
Computer Science BA Program, Logic / Programming C+, Pascal, COBOL etc
Park University 1990 — 1993
Applied Science, Computer Science
Maple Woods Community College 1982 — 1984
AA Degree, Applied Science
National Simulation Center US January 2014 - Present
CTDS July 2009 - November 2014
US Navy July 2009 - December 2013
Union Bank September 2010 - March 2012
CTDS - Computer Telephone Data Services July 2009 - September 2010
U.S. Navy Reserve 1998 - 2010
Aspect Software April 2008 - August 2009
Aspect Software March 2008 - July 2009
Aspect Software 1998 - 2009
Federal Credit Union August 2007 - February 2008
Skills
Disaster Recovery, Servers, Cisco Technologies, Software Installation, Active Directory, Call Centers, Telecommunications, VoIP, Security, Windows Server, Network Security, Troubleshooting, Integration, CCNA, Technical Support, Switches, Networking, Routers, Hardware
Education
Park College 1992 — 1993
Computer Science BA Program, Logic / Programming C+, Pascal, COBOL etc
Park University 1990 — 1993
Applied Science, Computer Science
Maple Woods Community College 1982 — 1984
AA Degree, Applied Science
Cathy Dominguez Cathy Dominguez's Union Bank Experience August 2013 - Present
Job SVP, Administration Officer at Union Bank
Industry Financial Services
Experience
Union Bank August 2013 - Present
Kinecta Federal Credit Union October 2007 - Present
ResMAE Mortgage Corporation 2002 - 2007
Long Beach Mortgage April 1998 - June 2000
Cal Fed Insurance 1995 - 1998
Skills
Marketing Strategy, Team Building, Mortgage Banking, Credit Unions, Corporate Communications, Strategic Planning, Public Relations, New Business Development, Banking, Social Media Marketing, Marketing, Risk Management, Consumer Lending, Portfolio Management, Underwriting, Loans, Mortgage Lending, Credit, Marketing Communications, Financial Services, Direct Marketing, Executive Management, Vendor Management, Online Advertising, Advertising
Education
Pepperdine University
MBA
Union Bank August 2013 - Present
Kinecta Federal Credit Union October 2007 - Present
ResMAE Mortgage Corporation 2002 - 2007
Long Beach Mortgage April 1998 - June 2000
Cal Fed Insurance 1995 - 1998
Skills
Marketing Strategy, Team Building, Mortgage Banking, Credit Unions, Corporate Communications, Strategic Planning, Public Relations, New Business Development, Banking, Social Media Marketing, Marketing, Risk Management, Consumer Lending, Portfolio Management, Underwriting, Loans, Mortgage Lending, Credit, Marketing Communications, Financial Services, Direct Marketing, Executive Management, Vendor Management, Online Advertising, Advertising
Education
Pepperdine University
MBA
Jay Hibert Jay Hibert's Union Bank Experience 1988 - 1998
Job President at Market Street Homes and Market Street Financial Solutions
Industry Real Estate
Experience
Market Street Homes, Market Street Financial Solutions February 2015 - Present
Market Street Financial Solutions May 2009 - Present
Hammer coaching 1991 - 2014
Regents Bank January 2002 - May 2009
Mellon Bank 1998 - 2002
Union Bank 1988 - 1998
Bank of America 1985 - 1987
Skills
Commercial Real Estate, Banking, Loans, Business Development, Finance, Real Estate Financing, Strategy, Corporate Law, Real Estate Transactions, Mortgage Banking, Asset Based Lending, Investors, Commercial Mortgages, Funding, Small Business, Investments, Private Equity, Coaching, Commercial Banking, Disposition, Portfolio Management, Mergers & Acquisitions, Asset Management, Underwriting, Brokerage, FHA, Consulting, Real Estate, Refinance, Loan Origination, Real Estate Economics, Financial Structuring, Due Diligence, Real Estate Development, Financial Analysis, Commercial Lending, Credit Analysis, Credit, Valuation, Executive Management, Small Business Lending, Mortgage Lending, Investment Properties
Education
Pomona College 1981 — 1985
BA, Philosophy, Economics, Finance
Point Loma High 1978 — 1981
Market Street Homes, Market Street Financial Solutions February 2015 - Present
Market Street Financial Solutions May 2009 - Present
Hammer coaching 1991 - 2014
Regents Bank January 2002 - May 2009
Mellon Bank 1998 - 2002
Union Bank 1988 - 1998
Bank of America 1985 - 1987
Skills
Commercial Real Estate, Banking, Loans, Business Development, Finance, Real Estate Financing, Strategy, Corporate Law, Real Estate Transactions, Mortgage Banking, Asset Based Lending, Investors, Commercial Mortgages, Funding, Small Business, Investments, Private Equity, Coaching, Commercial Banking, Disposition, Portfolio Management, Mergers & Acquisitions, Asset Management, Underwriting, Brokerage, FHA, Consulting, Real Estate, Refinance, Loan Origination, Real Estate Economics, Financial Structuring, Due Diligence, Real Estate Development, Financial Analysis, Commercial Lending, Credit Analysis, Credit, Valuation, Executive Management, Small Business Lending, Mortgage Lending, Investment Properties
Education
Pomona College 1981 — 1985
BA, Philosophy, Economics, Finance
Point Loma High 1978 — 1981
Verna Triller Verna Triller's Union Bank Experience 1971 - 1989
Job Executive Assistant at Glumac
Industry Mechanical or Industrial Engineering
Experience
Glumac July 1996 - Present
Glumac 2007 - 2009
Union Bank 1971 - 1989
Skills
Energy Efficiency, AutoCAD, Management, Engineering, Microsoft Office, Energy, Renewable Energy, Project Management, Project Planning, Green Building, LEED, Coaching
Education
Pepperdine University 1976 — 1978
BS, Business Administration, Magna cum laude
Pepperdine University
Bachelor of Science, Magna Cum Laude, Business Administration
Glumac July 1996 - Present
Glumac 2007 - 2009
Union Bank 1971 - 1989
Skills
Energy Efficiency, AutoCAD, Management, Engineering, Microsoft Office, Energy, Renewable Energy, Project Management, Project Planning, Green Building, LEED, Coaching
Education
Pepperdine University 1976 — 1978
BS, Business Administration, Magna cum laude
Pepperdine University
Bachelor of Science, Magna Cum Laude, Business Administration
Ashley Casino Ashley Casino's Union Bank Experience February 2013 - April 2013
Job Student at Pierpont Community and Technical College
Industry Accounting
Experience
Union Bank February 2013 - April 2013
Hibbett Sporting Goods April 2012 - January 2013
Skills
QuickBooks, Microsoft Office, Typing
Education
Pierpont Community and Technical College 2011 — 2013
Associates of Applied Science Degree, Business Technology with a concentration in Accounting
Union Bank February 2013 - April 2013
Hibbett Sporting Goods April 2012 - January 2013
Skills
QuickBooks, Microsoft Office, Typing
Education
Pierpont Community and Technical College 2011 — 2013
Associates of Applied Science Degree, Business Technology with a concentration in Accounting
Cristine So Cristine So's Union Bank Experience July 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Union Bank July 2010 - Present
Charles Schwab September 2002 - Present
Charles Schwab 1999 - 2002
Charles Schwab 1995 - 1999
Skills
Financial Services, Mutual Funds
Education
Chiang Kai Shek College
High School
Philippine School of Business Administration
BA, Marketing Management
Union Bank July 2010 - Present
Charles Schwab September 2002 - Present
Charles Schwab 1999 - 2002
Charles Schwab 1995 - 1999
Skills
Financial Services, Mutual Funds
Education
Chiang Kai Shek College
High School
Philippine School of Business Administration
BA, Marketing Management
Valerie Eidson Bowman Valerie Eidson Bowman's Union Bank Experience July 2013 - Present
Job Sr Relationship Banker
Industry Financial Services
Experience
Union Bank July 2013 - Present
Northwestern Mutual 2012 - July 2013
J P Morgan CHASE June 2010 - June 2012
Wachovia, A Wells Fargo Company March 2008 - June 2010
Boys & Girls Club 2007 - 2009
California Bank & Trust November 2001 - January 2008
Bank of America March 1998 - April 2001
KFMB 1993 - 1994
Education
Pepperdine University 1980 — 1984
B A
Point Loma High School
Union Bank July 2013 - Present
Northwestern Mutual 2012 - July 2013
J P Morgan CHASE June 2010 - June 2012
Wachovia, A Wells Fargo Company March 2008 - June 2010
Boys & Girls Club 2007 - 2009
California Bank & Trust November 2001 - January 2008
Bank of America March 1998 - April 2001
KFMB 1993 - 1994
Education
Pepperdine University 1980 — 1984
B A
Point Loma High School
Richard Wiltse Richard Wiltse's Union Bank Experience February 2010 - May 2010
Job Senior Business Analyst at CoreIP Solutions, Inc.
Industry Information Technology and Services
Experience
CoreIP Solutions, Inc. November 2014 - Present
First American Title February 2012 - September 2014
CoreIP Solutions Inc. October 2011 - January 2012
SNG Synergroup 2009 - 2012
Aurora Bank July 2010 - September 2011
Union Bank February 2010 - May 2010
US Bank (formerly Downey Savings and Loan Association, F.A.) July 1999 - March 2009
US Bank July 1999 - March 2009
Health Net March 1998 - March 1999
Alltel Information Services and Glendale Federal Bank June 1980 - February 1998
Skills
Business Analysis, Process Improvement, SDLC, Disaster Recovery, Project Management, Banking, Visio, Mortgage Lending, SQL, Change Management, Requirements Analysis, Customer Service, Software Documentation, Vendor Management, SharePoint, Microsoft Excel, Access, Crystal Reports, Microsoft Office, Analysis, Agile Methodologies, Integration
Education
University of Southern California 1979 — 1980
Business Administration
Pasadena City College 1976 — 1978
Associate, Business Administration
CoreIP Solutions, Inc. November 2014 - Present
First American Title February 2012 - September 2014
CoreIP Solutions Inc. October 2011 - January 2012
SNG Synergroup 2009 - 2012
Aurora Bank July 2010 - September 2011
Union Bank February 2010 - May 2010
US Bank (formerly Downey Savings and Loan Association, F.A.) July 1999 - March 2009
US Bank July 1999 - March 2009
Health Net March 1998 - March 1999
Alltel Information Services and Glendale Federal Bank June 1980 - February 1998
Skills
Business Analysis, Process Improvement, SDLC, Disaster Recovery, Project Management, Banking, Visio, Mortgage Lending, SQL, Change Management, Requirements Analysis, Customer Service, Software Documentation, Vendor Management, SharePoint, Microsoft Excel, Access, Crystal Reports, Microsoft Office, Analysis, Agile Methodologies, Integration
Education
University of Southern California 1979 — 1980
Business Administration
Pasadena City College 1976 — 1978
Associate, Business Administration
Sekender Khan Sekender Khan's Union Bank Experience May 2010 - August 2011
Job VP, Financial Planning & Analysis at OneWest Bank
Industry Financial Services
Experience
OneWest Bank September 2011 - Present
Union Bank May 2010 - August 2011
Bank of America July 2008 - April 2010
Countrywide Bank June 2006 - June 2008
Washington Mutual July 2003 - June 2006
Washington Mutual August 2000 - June 2003
CKE Restaurants, Inc. March 1999 - July 2000
Skills
Strategic Finance, Financial Modeling, Forecasting, Strategic Financial..., Analysis, Essbase, Financial Forecasting, Financial Analysis, Valuation, Banking, Financial Reporting, Finance, Corporate Finance, Variance Analysis, Process Improvement, Business Planning, Strategy, Mergers & Acquisitions, Leadership, Budgets, Management, Accounting, Auditing
Education
Pacific States University 1997 — 1998
MBA, Finance
Pacific States University
Bachelor of Science, Electronics Engineering
OneWest Bank September 2011 - Present
Union Bank May 2010 - August 2011
Bank of America July 2008 - April 2010
Countrywide Bank June 2006 - June 2008
Washington Mutual July 2003 - June 2006
Washington Mutual August 2000 - June 2003
CKE Restaurants, Inc. March 1999 - July 2000
Skills
Strategic Finance, Financial Modeling, Forecasting, Strategic Financial..., Analysis, Essbase, Financial Forecasting, Financial Analysis, Valuation, Banking, Financial Reporting, Finance, Corporate Finance, Variance Analysis, Process Improvement, Business Planning, Strategy, Mergers & Acquisitions, Leadership, Budgets, Management, Accounting, Auditing
Education
Pacific States University 1997 — 1998
MBA, Finance
Pacific States University
Bachelor of Science, Electronics Engineering
Debbie Tesch, PMP, MBA , CSM Debbie Tesch, PMP, MBA , CSM's Union Bank Experience June 2013 - March 2014
Job Sr. IT Project Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard June 2015 - Present
University of California at San Diego May 2010 - Present
Union Bank June 2013 - March 2014
Cricket Communications December 2011 - May 2013
CareFusion June 2011 - November 2011
Life Technologies January 2011 - May 2011
Insurance Company of the West June 2010 - December 2010
Amylin Pharmaceuticals 2009 - 2010
Jenny Craig, Inc. September 2008 - September 2009
RFP Express, Inc. February 2008 - June 2008
Skills
CRM, Budgets, Crisis Management, Earned Value Management, Sarbanes-Oxley Act, Cross-functional Team..., Agile Methodolgy, Oracle Agile, Oracle, ETL, EDW, Scrum, SharePoint, Clarity, JIRA, Leadership, Project Management, Agile Methodologies, Process Improvement, Telecommunications, Enterprise Software, Integration, Management, Agile Project Management, Quality Assurance, Testing, Databases, Software Development
Education
Pepperdine University 1980 — 1982
MBA, Business Administration
Johnson High School
Graduate, College Prep.
University of Minnesota-Twin Cities
B.A., Industrial Psychology
Hewlett-Packard June 2015 - Present
University of California at San Diego May 2010 - Present
Union Bank June 2013 - March 2014
Cricket Communications December 2011 - May 2013
CareFusion June 2011 - November 2011
Life Technologies January 2011 - May 2011
Insurance Company of the West June 2010 - December 2010
Amylin Pharmaceuticals 2009 - 2010
Jenny Craig, Inc. September 2008 - September 2009
RFP Express, Inc. February 2008 - June 2008
Skills
CRM, Budgets, Crisis Management, Earned Value Management, Sarbanes-Oxley Act, Cross-functional Team..., Agile Methodolgy, Oracle Agile, Oracle, ETL, EDW, Scrum, SharePoint, Clarity, JIRA, Leadership, Project Management, Agile Methodologies, Process Improvement, Telecommunications, Enterprise Software, Integration, Management, Agile Project Management, Quality Assurance, Testing, Databases, Software Development
Education
Pepperdine University 1980 — 1982
MBA, Business Administration
Johnson High School
Graduate, College Prep.
University of Minnesota-Twin Cities
B.A., Industrial Psychology
Alicia Walker Alicia Walker's Union Bank Experience 1991 - 2006
Job Commercial Relationship Manager at Alterra Bank | Proud Military Mom | Salsa Dancer
Industry Banking
Experience
Alterra Bank May 2013 - Present
CommunityAmerica Credit Union July 2012 - April 2013
Mazuma Credit Union September 2006 - July 2012
Union Bank 1991 - 2006
Skills
Commercial Lending, Small Business Lending, Loan Structuring, Commercial Credit, Mortgage Lending, Credit Risk, Commercial Mortgages, SBA 504, Risk Management, Credit, Loans, SBA, Financial Structuring, Leadership, Customer Service, Financial Services, Sales, Management, Strategic Planning, Credit Unions, Loan Origination, Small Business, Training, Insurance, Budgets, Asset Management, Relationship Management, Mortgage Underwriting, Business Development, Executive Management, Mergers & Acquisitions, Commercial Real Estate, Residential Mortgages, Cash Management, Investments, Strategic Financial..., Finance, Treasury Management, FHA, Consumer Lending, Financial Institutions, New Business Development, Accounting, Mortgage Banking, Team Building, Refinance, Financial Modeling, Financial Risk, Analysis, Loan Servicing
Education
Webster University 2010 — 2012
Master's degree, Finance, General
Park University 2006 — 2008
Bachelor's degree, Business Management, Minor in Accounting
Alterra Bank May 2013 - Present
CommunityAmerica Credit Union July 2012 - April 2013
Mazuma Credit Union September 2006 - July 2012
Union Bank 1991 - 2006
Skills
Commercial Lending, Small Business Lending, Loan Structuring, Commercial Credit, Mortgage Lending, Credit Risk, Commercial Mortgages, SBA 504, Risk Management, Credit, Loans, SBA, Financial Structuring, Leadership, Customer Service, Financial Services, Sales, Management, Strategic Planning, Credit Unions, Loan Origination, Small Business, Training, Insurance, Budgets, Asset Management, Relationship Management, Mortgage Underwriting, Business Development, Executive Management, Mergers & Acquisitions, Commercial Real Estate, Residential Mortgages, Cash Management, Investments, Strategic Financial..., Finance, Treasury Management, FHA, Consumer Lending, Financial Institutions, New Business Development, Accounting, Mortgage Banking, Team Building, Refinance, Financial Modeling, Financial Risk, Analysis, Loan Servicing
Education
Webster University 2010 — 2012
Master's degree, Finance, General
Park University 2006 — 2008
Bachelor's degree, Business Management, Minor in Accounting
Chris Colbert Chris Colbert's Union Bank Experience September 2008 - February 2013
Job Experienced Senior Corporate Real Estate Executive, Commercial Real Estate Advisor, Trust Real Estate Manager
Industry Commercial Real Estate
Experience
Self-Employed January 2015 - Present
Heritage Oaks Bank March 2013 - December 2014
Union Bank September 2008 - February 2013
Pacific Capital Bancorp 1998 - 2008
Santa Barbara Bank & Trust October 1990 - September 1998
Lincoln Property Company April 1986 - October 1990
Coldwell Banker Commercial Real Estate Services March 1981 - April 1986
Skills
Real Estate, Corporate Real Estate, Portfolio Management, Due Diligence, Disposition, Real Estate Economics, Valuation, Lease Administration, Investments, Real Estate Transactions, Asset Management, Strategic Planning, Commercial Real Estate, Real Estate Development, Financial Analysis, Dispositions, Asset Managment, Investment Properties, Brokerage, Mergers & Acquisitions, Leases, Location Intelligence, Financial Modeling, Real Estate Financing, Lease Negotiations, Analysis, Facilities Management, Landlords, Tenant, Contract Negotiation, Property Management
Education
Pacific Coast Banking School
Graduate
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Loyola High School
Self-Employed January 2015 - Present
Heritage Oaks Bank March 2013 - December 2014
Union Bank September 2008 - February 2013
Pacific Capital Bancorp 1998 - 2008
Santa Barbara Bank & Trust October 1990 - September 1998
Lincoln Property Company April 1986 - October 1990
Coldwell Banker Commercial Real Estate Services March 1981 - April 1986
Skills
Real Estate, Corporate Real Estate, Portfolio Management, Due Diligence, Disposition, Real Estate Economics, Valuation, Lease Administration, Investments, Real Estate Transactions, Asset Management, Strategic Planning, Commercial Real Estate, Real Estate Development, Financial Analysis, Dispositions, Asset Managment, Investment Properties, Brokerage, Mergers & Acquisitions, Leases, Location Intelligence, Financial Modeling, Real Estate Financing, Lease Negotiations, Analysis, Facilities Management, Landlords, Tenant, Contract Negotiation, Property Management
Education
Pacific Coast Banking School
Graduate
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Loyola High School
Roy Chu's Union Bank Experience March 2010 - October 2010
Job Systems and Data Analysis
Industry Information Technology and Services
Experience
Unisys June 2014 - Present
Union Bank March 2010 - October 2010
Motion Picture Laboratories, Inc. (MovieLabs) October 2009 - October 2009
Motion Picture Association of America August 2008 - October 2009
City of Hope National Medical Center and Beckman Research Institute June 2007 - August 2008
Motion Picture Laboratories, Inc. (MovieLabs) January 2007 - November 2007
UCLA Biocybernetics Laboratory November 2006 - August 2007
UCLA Department of Biomathematics and UCLA-Harbor Medical Center April 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Adobe Creative Suite, Programming, Matlab, R, C++, C, C#, Python, JavaScript, D3, jQuery, jQuery UI, JSON, Data Structures, Perl, ModelSim, Linux, HTML, XML, CSS3, PHP, MVC, Zend Framework, .NET, ERP, Java Enterprise Edition, Java, Access, Bash, Database Design, ORM, ERD, Oracle, MySQL, Business Intelligence, Tableau, Project Management, PMBOK, Requirements Analysis, Amazon EC2, Cloud Applications, Final Cut Pro, Data Analysis, Data Modeling, Databases, ETL, Consensus Building
Education
University of California, Los Angeles 2001 — 2006
Bachelor of Science (BS) in Cybernetics (Computational Systems Biology), Mathematics Minor, Bioinformatics, Mathematical modeling, Departmental Honors
Queensland University of Technology 2011 — 2011
Information Technology, 6.75
University of Southern Queensland 2011 — 2013
Master of Information Systems, Master of Project Management, 6.23
Unisys June 2014 - Present
Union Bank March 2010 - October 2010
Motion Picture Laboratories, Inc. (MovieLabs) October 2009 - October 2009
Motion Picture Association of America August 2008 - October 2009
City of Hope National Medical Center and Beckman Research Institute June 2007 - August 2008
Motion Picture Laboratories, Inc. (MovieLabs) January 2007 - November 2007
UCLA Biocybernetics Laboratory November 2006 - August 2007
UCLA Department of Biomathematics and UCLA-Harbor Medical Center April 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Adobe Creative Suite, Programming, Matlab, R, C++, C, C#, Python, JavaScript, D3, jQuery, jQuery UI, JSON, Data Structures, Perl, ModelSim, Linux, HTML, XML, CSS3, PHP, MVC, Zend Framework, .NET, ERP, Java Enterprise Edition, Java, Access, Bash, Database Design, ORM, ERD, Oracle, MySQL, Business Intelligence, Tableau, Project Management, PMBOK, Requirements Analysis, Amazon EC2, Cloud Applications, Final Cut Pro, Data Analysis, Data Modeling, Databases, ETL, Consensus Building
Education
University of California, Los Angeles 2001 — 2006
Bachelor of Science (BS) in Cybernetics (Computational Systems Biology), Mathematics Minor, Bioinformatics, Mathematical modeling, Departmental Honors
Queensland University of Technology 2011 — 2011
Information Technology, 6.75
University of Southern Queensland 2011 — 2013
Master of Information Systems, Master of Project Management, 6.23
Brady Boyd, CFP® Brady Boyd, CFP®'s Union Bank Experience May 2012 - March 2014
Job Associate Portfolio Manager
Industry Financial Services
Experience
Financial Guidance Group, Inc. June 2015 - Present
Christians Against Poverty NZ June 2014 - March 2015
Union Bank May 2012 - March 2014
OneAmerica Financial Partners Inc. 2010 - May 2012
Ameriprise Financial Services, Inc. 2006 - 2010
Skills
Investments, Networking, Personal Financial..., Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Insurance, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Retirement, Fixed Annuities, Finance, Risk Management, Financial Services, Estate Planning, Securities, Asset Allocation, Asset Management, Financial Planning
Education
Point Loma Nazarene University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Institute of Economics and Political Studies 2005 — 2005
Cambridge, UK, Economics
Financial Guidance Group, Inc. June 2015 - Present
Christians Against Poverty NZ June 2014 - March 2015
Union Bank May 2012 - March 2014
OneAmerica Financial Partners Inc. 2010 - May 2012
Ameriprise Financial Services, Inc. 2006 - 2010
Skills
Investments, Networking, Personal Financial..., Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Insurance, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Retirement, Fixed Annuities, Finance, Risk Management, Financial Services, Estate Planning, Securities, Asset Allocation, Asset Management, Financial Planning
Education
Point Loma Nazarene University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Institute of Economics and Political Studies 2005 — 2005
Cambridge, UK, Economics
Dan Weeks Dan Weeks's Union Bank Experience December 2013 - Present
Job Vice President at Union Bank
Industry Financial Services
Experience
Union Bank December 2013 - Present
Wells Fargo Home Mortgage April 2013 - December 2013
Wells Fargo September 1993 - March 2013
Skills
Banking, Mortgage Lending, Sales Management, Cross Selling, Credit, Refinance, Relationship Management, Sales, Branch Banking, Mortgage Banking, Consumer Lending, Loan Origination, Loans, Lines Of Credit, Small Business Lending, Residential Mortgages, Credit Analysis, Commercial Lending, Retail Banking, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2005
Master's degree, Business Administration and Management, General
UCLA 1986 — 1991
Bachelor's degree, Economics and Histroy
Union Bank December 2013 - Present
Wells Fargo Home Mortgage April 2013 - December 2013
Wells Fargo September 1993 - March 2013
Skills
Banking, Mortgage Lending, Sales Management, Cross Selling, Credit, Refinance, Relationship Management, Sales, Branch Banking, Mortgage Banking, Consumer Lending, Loan Origination, Loans, Lines Of Credit, Small Business Lending, Residential Mortgages, Credit Analysis, Commercial Lending, Retail Banking, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2005
Master's degree, Business Administration and Management, General
UCLA 1986 — 1991
Bachelor's degree, Economics and Histroy
Deena Poole's Union Bank Experience October 2010 - February 2015
Job AVP Branch Manager at Bank of the Pacific
Industry Banking
Experience
Bank of the Pacific June 2015 - Present
Union Bank October 2010 - February 2015
Sterling Savings Bank January 2008 - September 2010
KeyBank November 2003 - December 2008
US Banccorp January 1988 - November 2003
Skills
Banking, Strategic Planning, Customer Service, Branch Management, Leadership, Loans, Credit, Financial Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Financial Services, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Branch Banking, Mortgage Lending, Relationship Management, Consumer Lending, Cash Management, Lines Of Credit, Mortgage Banking, Small Business, Credit Risk, Deposits, Risk Management, Treasury Management, Finance, Operational Risk, Commercial Mortgages, Financial Risk, Private Banking, Credit Cards, Coaching, Residential Mortgages, Public Speaking, Sales
Education
Seattle Pacific University 1978 — 1982
Psychology, Psychology
Portland Community College 1977 — 1978
Accounting, 1 year accounting degree
Bank of the Pacific June 2015 - Present
Union Bank October 2010 - February 2015
Sterling Savings Bank January 2008 - September 2010
KeyBank November 2003 - December 2008
US Banccorp January 1988 - November 2003
Skills
Banking, Strategic Planning, Customer Service, Branch Management, Leadership, Loans, Credit, Financial Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Financial Services, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Branch Banking, Mortgage Lending, Relationship Management, Consumer Lending, Cash Management, Lines Of Credit, Mortgage Banking, Small Business, Credit Risk, Deposits, Risk Management, Treasury Management, Finance, Operational Risk, Commercial Mortgages, Financial Risk, Private Banking, Credit Cards, Coaching, Residential Mortgages, Public Speaking, Sales
Education
Seattle Pacific University 1978 — 1982
Psychology, Psychology
Portland Community College 1977 — 1978
Accounting, 1 year accounting degree
Ambarish Aenagandula Ambarish Aenagandula's Union Bank Experience January 2009 - November 2013
Job ETL Architect & Informatica Administrator
Industry Biotechnology
Experience
Amgen November 2013 - Present
Union Bank January 2009 - November 2013
Hanesbrands Inc, Wipro Technologies January 2006 - January 2009
Constellation Wines US Inc November 2007 - March 2008
Wipro Technologies May 2005 - January 2006
Skills
Informatica..., Data Warehousing, Data Modeling, Data Analysis, Oracle SQL, Microsoft SQL Server, Erwin, IDE, IDQ, Informatica, ETL, Oracle, Data Warehouse..., Data Integration, Unix Shell Scripting, Dimensional Modeling, Business Objects, Data Marts, Business Intelligence, SQL
Education
Osmania University
Master of Technology (MTech), Master of Science (MSc CS)
Amgen November 2013 - Present
Union Bank January 2009 - November 2013
Hanesbrands Inc, Wipro Technologies January 2006 - January 2009
Constellation Wines US Inc November 2007 - March 2008
Wipro Technologies May 2005 - January 2006
Skills
Informatica..., Data Warehousing, Data Modeling, Data Analysis, Oracle SQL, Microsoft SQL Server, Erwin, IDE, IDQ, Informatica, ETL, Oracle, Data Warehouse..., Data Integration, Unix Shell Scripting, Dimensional Modeling, Business Objects, Data Marts, Business Intelligence, SQL
Education
Osmania University
Master of Technology (MTech), Master of Science (MSc CS)
Jennifer Zamora Jennifer Zamora's Union Bank Experience January 2012 - 2014
Job Personal Banker II at Citi
Industry Banking
Experience
Citi September 2015 - Present
Citi 2014 - Present
Union Bank January 2012 - 2014
Union Bank December 2008 - January 2012
Union Bank December 2005 - February 2008
Skills
Sales, Mortgage Lending, Management, Loans, Finance, CRM, Banking, Credit Analysis
Education
Pasadena City College 2011 — 2015
Associate's degree, Business Administration and Management, General
Paramount High School 1999 — 2003
Citi September 2015 - Present
Citi 2014 - Present
Union Bank January 2012 - 2014
Union Bank December 2008 - January 2012
Union Bank December 2005 - February 2008
Skills
Sales, Mortgage Lending, Management, Loans, Finance, CRM, Banking, Credit Analysis
Education
Pasadena City College 2011 — 2015
Associate's degree, Business Administration and Management, General
Paramount High School 1999 — 2003
David Geddam David Geddam's Union Bank Experience July 2009 - May 2013
Job BI/ETL/DW Architect and Analyst
Industry Banking
Experience
Wells Fargo February 2014 - July 2015
Kaiser Permanente IT June 2013 - January 2014
iGATE July 2009 - May 2013
Union Bank July 2009 - May 2013
Infosys December 2007 - April 2009
Tech Mahindra October 2003 - December 2007
Skills
Data Warehousing, Informatica, Databases, Performance Tuning, Unix, ETL, SDLC, SQL, Data Profiling, Oracle, Microsoft SQL Server, Program Management, Project Management, Unix Shell Scripting, Shell Scripting, Process Improvement, Integration, SQL Tuning, Autosys, Banking, Telecommunications, Salesforce.com, Project Planning, Team Building, Informatica Power..., LPS passport, VSAM, pentaho kettle, pentaho reporting, PostgreSQL, Force.com, Tableau, Business Analysis, Business Objects, MySQL, OData
Education
Osmania University
Bachelor of Engineering (BE)
Wells Fargo February 2014 - July 2015
Kaiser Permanente IT June 2013 - January 2014
iGATE July 2009 - May 2013
Union Bank July 2009 - May 2013
Infosys December 2007 - April 2009
Tech Mahindra October 2003 - December 2007
Skills
Data Warehousing, Informatica, Databases, Performance Tuning, Unix, ETL, SDLC, SQL, Data Profiling, Oracle, Microsoft SQL Server, Program Management, Project Management, Unix Shell Scripting, Shell Scripting, Process Improvement, Integration, SQL Tuning, Autosys, Banking, Telecommunications, Salesforce.com, Project Planning, Team Building, Informatica Power..., LPS passport, VSAM, pentaho kettle, pentaho reporting, PostgreSQL, Force.com, Tableau, Business Analysis, Business Objects, MySQL, OData
Education
Osmania University
Bachelor of Engineering (BE)
madhuri latha prathikantam madhuri latha prathikantam's Union Bank Experience July 2010 - January 2011
Job Data Engineer at Chegg Inc.
Industry Financial Services
Experience
Chegg Inc. April 2013 - Present
Wells Fargo January 2012 - March 2013
Informatica October 2011 - January 2012
Capital Group January 2011 - September 2011
Union Bank July 2010 - January 2011
Wachovia Securities Financial Network February 2008 - June 2010
Telstra February 2007 - February 2008
Virtumobile Technologies Pvt LTD, Hyderabad May 2006 - February 2007
Skills
EDW, Business Intelligence, ETL, informatica, Unix, Perl, Teradata, Integration, Oracle PL/SQL..., java, j2ee, J2EE Application..., Brio Reports, Microstrategy, MySQL, oracle, Star Schema, Data Modeling, Data Mining, Performance Tuning, Datastage, PL/SQL, Oracle, Java, Informatica, Java Enterprise Edition, Hadoop, Hive, SDLC, MapReduce
Education
Osmania University 2004 — 2006
Master's degree, Physics
Osmania University
Bachelor's degree, Mathematics and Computer Science
Chegg Inc. April 2013 - Present
Wells Fargo January 2012 - March 2013
Informatica October 2011 - January 2012
Capital Group January 2011 - September 2011
Union Bank July 2010 - January 2011
Wachovia Securities Financial Network February 2008 - June 2010
Telstra February 2007 - February 2008
Virtumobile Technologies Pvt LTD, Hyderabad May 2006 - February 2007
Skills
EDW, Business Intelligence, ETL, informatica, Unix, Perl, Teradata, Integration, Oracle PL/SQL..., java, j2ee, J2EE Application..., Brio Reports, Microstrategy, MySQL, oracle, Star Schema, Data Modeling, Data Mining, Performance Tuning, Datastage, PL/SQL, Oracle, Java, Informatica, Java Enterprise Edition, Hadoop, Hive, SDLC, MapReduce
Education
Osmania University 2004 — 2006
Master's degree, Physics
Osmania University
Bachelor's degree, Mathematics and Computer Science
Amira Johnson's Union Bank Experience Project CoordinatorOrangePeople LLC - On Assignment at Toyota Motor SalesFebruary 2014 - June 2015
Job Sales Development Specialist, Union Bank
Industry Financial Services
Experience
Union Bank Project CoordinatorOrangePeople LLC - On Assignment at Toyota Motor SalesFebruary 2014 - June 2015
Vespa Management Consulting, Inc. May 2013 - February 2014
Lockheed Martin Aeronautics April 2011 - May 2013
Lockheed Martin June 2009 - April 2011
Lockheed Martin Space Systems Company February 2008 - June 2009
U.S. Department of Education July 2007 - February 2008
Skills
Project Management, Sourcing, Business Process, SAP, Quality Center, BMC Remedy, Writing, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Procurement, Analysis, Management
Education
Sarah Lawrence College 2005 — 2007
Master of Fine Arts (MFA), Writing, General
Penn State University 2000 — 2004
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Union Bank Project CoordinatorOrangePeople LLC - On Assignment at Toyota Motor SalesFebruary 2014 - June 2015
Vespa Management Consulting, Inc. May 2013 - February 2014
Lockheed Martin Aeronautics April 2011 - May 2013
Lockheed Martin June 2009 - April 2011
Lockheed Martin Space Systems Company February 2008 - June 2009
U.S. Department of Education July 2007 - February 2008
Skills
Project Management, Sourcing, Business Process, SAP, Quality Center, BMC Remedy, Writing, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Procurement, Analysis, Management
Education
Sarah Lawrence College 2005 — 2007
Master of Fine Arts (MFA), Writing, General
Penn State University 2000 — 2004
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Stephanie Devine's Union Bank Experience May 2004 - November 2008
Job School Administration
Industry Education Management
Experience
State of Nevada November 2014 - Present
Coral Academy of Science - Las Vegas August 2014 - Present
Explore Knowledge Academy January 2014 - June 2014
Blue Nile November 2009 - October 2013
City of Poway November 2008 - January 2009
Union Bank May 2004 - November 2008
Skills
Microsoft Office, Organization, Phone Etiquette, Writing, Filing, Efficiency, Administrative..., Sales, Microsoft Excel, Jewelry, Research, Retail, Purchasing, Customer Service, Data Entry, Time Management, Outlook, Microsoft Word, Facebook, Merchandising, Teamwork, Leadership, Training, Diamonds, Social Networking, PowerPoint, Administration, Team Leadership, Social Media, Team Building, Public Speaking, Store Management, Public Relations, Coaching, Market Research
Education
National University 2014 — 2016
Master of Arts (M.A.), Secondary Education
American Public University 2011 — 2014
Bachelor of Arts (B.A.), English, 3.75
Palomar College 2001 — 2003
AA, Transfer Studies
State of Nevada November 2014 - Present
Coral Academy of Science - Las Vegas August 2014 - Present
Explore Knowledge Academy January 2014 - June 2014
Blue Nile November 2009 - October 2013
City of Poway November 2008 - January 2009
Union Bank May 2004 - November 2008
Skills
Microsoft Office, Organization, Phone Etiquette, Writing, Filing, Efficiency, Administrative..., Sales, Microsoft Excel, Jewelry, Research, Retail, Purchasing, Customer Service, Data Entry, Time Management, Outlook, Microsoft Word, Facebook, Merchandising, Teamwork, Leadership, Training, Diamonds, Social Networking, PowerPoint, Administration, Team Leadership, Social Media, Team Building, Public Speaking, Store Management, Public Relations, Coaching, Market Research
Education
National University 2014 — 2016
Master of Arts (M.A.), Secondary Education
American Public University 2011 — 2014
Bachelor of Arts (B.A.), English, 3.75
Palomar College 2001 — 2003
AA, Transfer Studies
Jim Mccleskey Jim Mccleskey's Union Bank Experience January 1994 - July 1995
Job Contracts & Pricing Professional
Industry Information Technology and Services
Experience
CareFusion July 2013 - August 2014
CareFusion October 2012 - July 2013
CareFusion December 2007 - September 2012
Cardinal Health September 2005 - December 2007
Cardinal Health November 2001 - September 2005
Cardinal Health January 1999 - November 2001
Cardinal Health September 1998 - January 1999
Name Brands Only September 1995 - May 1996
Union Bank January 1994 - July 1995
Union Bank of California September 1990 - July 1991
Skills
Contract Negotiation, Process Improvement, Pricing, Financial Analysis, Capital Equipment, Negotiation, Management, Forecasting, Leadership, Sales Operations, Microsoft Excel, Revenue Recognition, Salesforce.com, Contract Management, Medical Devices, SAP, Product Development, LEAN/Six Sigma, Analysis, Cross-functional Team..., Selling Skills, Product Launch, Sales, Disposables, Sarbanes-Oxley, Healthcare, Supply Chain Management, Oracle, Value Selling, Sarbanes Oxley, White Belt & Project..., ISO Internal Auditor..., Professional Selling..., Creative Solutioning, Excel, Strategic Partnerships, Healthcare Industry, Selling, Strategic Financial..., Financial Modeling, Customer Service, Operating Room, Market Development, Sales Process, Account Management, Competitive Analysis, Financial Accounting
Education
Point Loma Nazarene University 1991 — 1997
BA, Business Administration
The Ohio State University 2003 — 2003
Certificate, Revenue Recognition
BayGroup LLC 2010 — 2010
CareFusion July 2013 - August 2014
CareFusion October 2012 - July 2013
CareFusion December 2007 - September 2012
Cardinal Health September 2005 - December 2007
Cardinal Health November 2001 - September 2005
Cardinal Health January 1999 - November 2001
Cardinal Health September 1998 - January 1999
Name Brands Only September 1995 - May 1996
Union Bank January 1994 - July 1995
Union Bank of California September 1990 - July 1991
Skills
Contract Negotiation, Process Improvement, Pricing, Financial Analysis, Capital Equipment, Negotiation, Management, Forecasting, Leadership, Sales Operations, Microsoft Excel, Revenue Recognition, Salesforce.com, Contract Management, Medical Devices, SAP, Product Development, LEAN/Six Sigma, Analysis, Cross-functional Team..., Selling Skills, Product Launch, Sales, Disposables, Sarbanes-Oxley, Healthcare, Supply Chain Management, Oracle, Value Selling, Sarbanes Oxley, White Belt & Project..., ISO Internal Auditor..., Professional Selling..., Creative Solutioning, Excel, Strategic Partnerships, Healthcare Industry, Selling, Strategic Financial..., Financial Modeling, Customer Service, Operating Room, Market Development, Sales Process, Account Management, Competitive Analysis, Financial Accounting
Education
Point Loma Nazarene University 1991 — 1997
BA, Business Administration
The Ohio State University 2003 — 2003
Certificate, Revenue Recognition
BayGroup LLC 2010 — 2010
Bill Attaway Bill Attaway's Union Bank Experience July 2015 - Present
Job Assistant Vice President, Mortgage Consultant at Union Bank
Industry Financial Services
Experience
Union Bank July 2015 - Present
PHH Mortgage April 2011 - Present
Coldwell Banker Home Loans November 2014 - June 2015
Coldwell Banker Home Loans 2004 - April 2011
PHH Mortgage January 1994 - April 2004
Skills
First Time Home Buyers, Investment Properties, FHA, Sales, Mortgage Lending, Foreclosures, REO, Referrals, Refinance, Mortgage Banking, VA Loans, Conventional Financing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1986
Business Admin/Mgmt, Business/Finance
Union Bank July 2015 - Present
PHH Mortgage April 2011 - Present
Coldwell Banker Home Loans November 2014 - June 2015
Coldwell Banker Home Loans 2004 - April 2011
PHH Mortgage January 1994 - April 2004
Skills
First Time Home Buyers, Investment Properties, FHA, Sales, Mortgage Lending, Foreclosures, REO, Referrals, Refinance, Mortgage Banking, VA Loans, Conventional Financing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1986
Business Admin/Mgmt, Business/Finance
Mary Jean Arante Mary Jean Arante's Union Bank Experience May 2005 - August 2013
Job Accounting Specialist
Industry Banking
Experience
Union Bank May 2005 - August 2013
Union Bank April 2000 - May 2005
Rizal Commercial Banking Corporation 1996 - 2000
General Milling Corporation 1992 - 1996
Skills
Banking, Risk Management, Financial Analysis, Financial Risk, Cash Management, Treasury Management, Bank Secrecy Act, Citrix, General Ledger...
Education
Polytechnic University of the Philippines
Bachelor's degree, Business
Union Bank May 2005 - August 2013
Union Bank April 2000 - May 2005
Rizal Commercial Banking Corporation 1996 - 2000
General Milling Corporation 1992 - 1996
Skills
Banking, Risk Management, Financial Analysis, Financial Risk, Cash Management, Treasury Management, Bank Secrecy Act, Citrix, General Ledger...
Education
Polytechnic University of the Philippines
Bachelor's degree, Business
Mandi Petersen Mandi Petersen's Union Bank Experience March 2011 - Present
Job Sr. Relationship Banker
Industry Banking
Experience
Union Bank March 2011 - Present
Skills
Credit, Banking, Customer Relations, Commercial Banking, Loans, Sales Management, Coaching, Portfolio Management, Interviewing
Education
Portland State University 2006 — 2008
Bachelors, Social Science
Portland State University
Certificate of HR, Human Resources
Union Bank March 2011 - Present
Skills
Credit, Banking, Customer Relations, Commercial Banking, Loans, Sales Management, Coaching, Portfolio Management, Interviewing
Education
Portland State University 2006 — 2008
Bachelors, Social Science
Portland State University
Certificate of HR, Human Resources
Jay Freedman Jay Freedman's Union Bank Experience November 2009 - Present
Job Vice President (Syndications and Placements) at UBOC
Industry Capital Markets
Experience
Union Bank November 2009 - Present
Key Banc Capital Markets July 2007 - February 2009
Key Bank October 2008 - January 2009
KeyBanc Capital Markets April 2008 - September 2008
KeyBanc Capital Markets October 2007 - March 2008
Animas Corporation June 2006 - August 2006
Education
Penn State University 2003 — 2007
BS, Finance and International Business
University of Sydney 2006 — 2006
BS, International Business
Union Bank November 2009 - Present
Key Banc Capital Markets July 2007 - February 2009
Key Bank October 2008 - January 2009
KeyBanc Capital Markets April 2008 - September 2008
KeyBanc Capital Markets October 2007 - March 2008
Animas Corporation June 2006 - August 2006
Education
Penn State University 2003 — 2007
BS, Finance and International Business
University of Sydney 2006 — 2006
BS, International Business
Ashkan Sean Zahabi, MBA's Union Bank Experience March 2011 - Present
Job Credit Executive, VP, at Union Bank
Industry Banking
Experience
Union Bank March 2011 - Present
First Credit Bank January 2006 - March 2011
Eastland Financial Corp. 2010 - 2010
Karafarin Bank January 2001 - September 2005
YEKTA LEASING CORPORATION September 2002 - September 2004
Iran Handicraft Organization February 1999 - December 2000
Skills
Business Analysis, Financial Planning, Tax Preparation, Financial Analysis, Strategic Financial..., Valuation, Financial Modeling, Forecasting, Finance, Analysis, Managerial Finance, Investments, Strategy, Business Planning, Start-ups, Mergers & Acquisitions, Credit, CRM, Management, Leadership, Loans, Budgets, Accounting, Investment Banking, Banking, Risk Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Shiraz University 1997 — 2000
Master Degree, Management (OR)
KNT University of Technology 1993 — 1997
B.S., Mathematics/Computer
Union Bank March 2011 - Present
First Credit Bank January 2006 - March 2011
Eastland Financial Corp. 2010 - 2010
Karafarin Bank January 2001 - September 2005
YEKTA LEASING CORPORATION September 2002 - September 2004
Iran Handicraft Organization February 1999 - December 2000
Skills
Business Analysis, Financial Planning, Tax Preparation, Financial Analysis, Strategic Financial..., Valuation, Financial Modeling, Forecasting, Finance, Analysis, Managerial Finance, Investments, Strategy, Business Planning, Start-ups, Mergers & Acquisitions, Credit, CRM, Management, Leadership, Loans, Budgets, Accounting, Investment Banking, Banking, Risk Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Shiraz University 1997 — 2000
Master Degree, Management (OR)
KNT University of Technology 1993 — 1997
B.S., Mathematics/Computer
Jim Neas Jim Neas's Union Bank Experience June 2015 - Present
Job Finance / Operations Manager at Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Union Bank April 2012 - Present
Union Bank February 2010 - April 2012
JP Morgan Chase September 2008 - February 2010
Washington Mutual May 1999 - September 2008
Home Savings of America September 1991 - May 1998
Skills
Financial Analysis, Strategy, Financial Modeling, Banking, Leadership, Finance, Risk Management, Business Process, Financial Services, Loans, Credit Analysis, Portfolio Management, Asset Management, Credit, Business Planning, Financial Reporting, Mortgage Banking, Forecasting, Loan Origination, Executive Management, Strategic Financial..., Underwriting, Consumer Lending, Business Development, Valuation, Credit Risk, Investments, Mergers & Acquisitions, Relationship Management, Process Improvement, Financial Risk, Treasury Management, Business Strategy, Mortgage Lending, Analysis, Management, Capital Markets, Analytics, Commercial Banking, Due Diligence, Commercial Lending, Business Analysis, Investment Banking, Equities, Competitive Analysis, Financial Statement..., Small Business Lending, Commercial Mortgages, Loan Servicing, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Global Business
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2008
Bachelor, Business Management
Union Bank June 2015 - Present
Union Bank April 2012 - Present
Union Bank February 2010 - April 2012
JP Morgan Chase September 2008 - February 2010
Washington Mutual May 1999 - September 2008
Home Savings of America September 1991 - May 1998
Skills
Financial Analysis, Strategy, Financial Modeling, Banking, Leadership, Finance, Risk Management, Business Process, Financial Services, Loans, Credit Analysis, Portfolio Management, Asset Management, Credit, Business Planning, Financial Reporting, Mortgage Banking, Forecasting, Loan Origination, Executive Management, Strategic Financial..., Underwriting, Consumer Lending, Business Development, Valuation, Credit Risk, Investments, Mergers & Acquisitions, Relationship Management, Process Improvement, Financial Risk, Treasury Management, Business Strategy, Mortgage Lending, Analysis, Management, Capital Markets, Analytics, Commercial Banking, Due Diligence, Commercial Lending, Business Analysis, Investment Banking, Equities, Competitive Analysis, Financial Statement..., Small Business Lending, Commercial Mortgages, Loan Servicing, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Global Business
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2008
Bachelor, Business Management
Kirsten Chanley Kirsten Chanley's Union Bank Experience October 2010 - February 2012
Job Mobile User Experience Designer and Project Manager, Vice President at Bank of America Merrill Lynch
Industry Design
Experience
Bank of America Merrill Lynch December 2013 - Present
Bank of America June 2012 - November 2013
Genentech May 2012 - June 2012
OCLC February 2012 - June 2012
Union Bank October 2010 - February 2012
Parsons School of Design July 2008 - June 2010
www.Early-Adopter.com September 2009 - December 2009
Coastside Dentistry January 2009 - March 2009
Bay Area Stone 2009 - 2009
Amgen, Inc. August 2006 - October 2007
Skills
Branding & Identity, Interaction Design, User Experience, Information Architecture, User Interface Design, User Experience Design, Illustrator, Graphic Design, InDesign, Adobe Creative Suite, Web Design, Flash, Usability Testing, Photoshop, Information Design, Wireframes, Dreamweaver, Usability, CSS
Education
Parsons School of Design
MFA, Design and Technology
University of the Pacific
BFA, BFA in Graphic Design, Minor in Art History
Bank of America Merrill Lynch December 2013 - Present
Bank of America June 2012 - November 2013
Genentech May 2012 - June 2012
OCLC February 2012 - June 2012
Union Bank October 2010 - February 2012
Parsons School of Design July 2008 - June 2010
www.Early-Adopter.com September 2009 - December 2009
Coastside Dentistry January 2009 - March 2009
Bay Area Stone 2009 - 2009
Amgen, Inc. August 2006 - October 2007
Skills
Branding & Identity, Interaction Design, User Experience, Information Architecture, User Interface Design, User Experience Design, Illustrator, Graphic Design, InDesign, Adobe Creative Suite, Web Design, Flash, Usability Testing, Photoshop, Information Design, Wireframes, Dreamweaver, Usability, CSS
Education
Parsons School of Design
MFA, Design and Technology
University of the Pacific
BFA, BFA in Graphic Design, Minor in Art History
William Espey, CFA William Espey, CFA's Union Bank Experience September 2013 - March 2015
Job Experienced private banking professional
Industry Investment Management
Experience
Union Bank September 2013 - March 2015
Berkeley Repertory Theatre 2005 - September 2014
Mechanics Bank July 2010 - September 2013
First Republic Wealth Advisors May 2007 - March 2009
Citi January 1998 - March 2007
Wells Fargo June 1992 - December 1997
National Westminster Bank 1988 - 1992
First Interstate Bank September 1981 - January 1988
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Private Banking, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Banking, Credit, Wealth Management..., Financial Services, Estate Planning, Finance, Securities, Risk Management, Commercial Banking, Asset Management
Education
Pepperdine University 1981 — 1983
MBA, Business Management
Union Bank September 2013 - March 2015
Berkeley Repertory Theatre 2005 - September 2014
Mechanics Bank July 2010 - September 2013
First Republic Wealth Advisors May 2007 - March 2009
Citi January 1998 - March 2007
Wells Fargo June 1992 - December 1997
National Westminster Bank 1988 - 1992
First Interstate Bank September 1981 - January 1988
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Private Banking, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Banking, Credit, Wealth Management..., Financial Services, Estate Planning, Finance, Securities, Risk Management, Commercial Banking, Asset Management
Education
Pepperdine University 1981 — 1983
MBA, Business Management
Mike Cihak's Union Bank Experience 1984 - 1988
Job AVP, Sr. Business Control Specialist
Industry Financial Services
Experience
Bank of America December 2008 - May 2012
Countrywide January 2007 - December 2008
Yurcor Workforce Procurement March 2005 - November 2005
Securance Consulting February 2004 - January 2005
California Federal Bank 1997 - 2003
21st Century Insurance 1990 - 1997
Great American Bank 1988 - 1990
Union Bank 1984 - 1988
Skills
Risk Management, IT Audit, Risk Assessment, Financial Risk, Auditing, Governance, Software Documentation, Security, Internal Controls, Disaster Recovery, Internal Audit, Enterprise Risk..., Change Management, CISA, Management, Sarbanes-Oxley Act, Sarbanes-Oxley, Information Security, Information Technology, COBIT, Operational Risk..., Business Process..., Information Security..., Business Process
Education
University of Albuquerque
B.S. in B.A., Accounting
Phoenix College
A.A.S in IT
Bank of America December 2008 - May 2012
Countrywide January 2007 - December 2008
Yurcor Workforce Procurement March 2005 - November 2005
Securance Consulting February 2004 - January 2005
California Federal Bank 1997 - 2003
21st Century Insurance 1990 - 1997
Great American Bank 1988 - 1990
Union Bank 1984 - 1988
Skills
Risk Management, IT Audit, Risk Assessment, Financial Risk, Auditing, Governance, Software Documentation, Security, Internal Controls, Disaster Recovery, Internal Audit, Enterprise Risk..., Change Management, CISA, Management, Sarbanes-Oxley Act, Sarbanes-Oxley, Information Security, Information Technology, COBIT, Operational Risk..., Business Process..., Information Security..., Business Process
Education
University of Albuquerque
B.S. in B.A., Accounting
Phoenix College
A.A.S in IT
Teddy Sanchez's Union Bank Experience 2007 - 2009
Job Risk Management / BSAAML Compliance / Quality Assurance
Industry Financial Services
Experience
Independent Consulting 2010 - Present
Union Bank 2007 - 2009
Independent Consulting @ Orange Community Bank 2007 - 2007
MSQUARED/COLLABRUS INC at Union Bank 2006 - 2007
Big Apple Greeter 2002 - 2006
JPMorgan Chase & Co 2000 - 2006
Committee for Hispanic Children and Families 2004 - 2005
JPMorgan 2004 - 2005
BNP Paribas 1998 - 2000
Skills
Analysis, Risk Management, Private Banking, Banking, Business Process..., Project Finance, Data Quality, Translation, International Business, AML, Quality Assurance, Bank Secrecy Act, Process Improvement, Internal Audit, KYC, Spanish, Compliance, Research, Portuguese, Customer Satisfaction, Client Services, Treasury, Brazilian Portuguese, Document Management, Operations, Anti-fraud, Quality, Data Integrity, Investigations, Fraud Investigations, Investigative Research, Interpreter, Spanish translation, Multicultural..., Multicultural, Cultural Diversity, International Relations, Management, Strategy, Securities, Software Documentation, Investments, Financial Services, Operational Risk..., Risk Assessment, Credit, Wealth Management, Anti Money Laundering
Education
Queens College 1993 — 1997
BA, Political Science and Latin American Area Studies
BHM SOM
Baker University/New Horizons
Lean Six Sigma Black Belt coursework
Lee Hecht Harrison
Management Leadership for Tomorrow
PMI
Project Management Professional (PMP) coursework
Independent Consulting 2010 - Present
Union Bank 2007 - 2009
Independent Consulting @ Orange Community Bank 2007 - 2007
MSQUARED/COLLABRUS INC at Union Bank 2006 - 2007
Big Apple Greeter 2002 - 2006
JPMorgan Chase & Co 2000 - 2006
Committee for Hispanic Children and Families 2004 - 2005
JPMorgan 2004 - 2005
BNP Paribas 1998 - 2000
Skills
Analysis, Risk Management, Private Banking, Banking, Business Process..., Project Finance, Data Quality, Translation, International Business, AML, Quality Assurance, Bank Secrecy Act, Process Improvement, Internal Audit, KYC, Spanish, Compliance, Research, Portuguese, Customer Satisfaction, Client Services, Treasury, Brazilian Portuguese, Document Management, Operations, Anti-fraud, Quality, Data Integrity, Investigations, Fraud Investigations, Investigative Research, Interpreter, Spanish translation, Multicultural..., Multicultural, Cultural Diversity, International Relations, Management, Strategy, Securities, Software Documentation, Investments, Financial Services, Operational Risk..., Risk Assessment, Credit, Wealth Management, Anti Money Laundering
Education
Queens College 1993 — 1997
BA, Political Science and Latin American Area Studies
BHM SOM
Baker University/New Horizons
Lean Six Sigma Black Belt coursework
Lee Hecht Harrison
Management Leadership for Tomorrow
PMI
Project Management Professional (PMP) coursework
Sarath Chandra's Union Bank Experience May 2009 - Present
Job Vice President, IT Development at Union Bank
Industry Financial Services
Experience
Union Bank May 2009 - Present
Citi Residential Lending Inc. September 2003 - April 2009
Sprint, KS 2000 - 2002
Skills
ETL, SDLC, Data Warehousing, Informatica, Data Modeling, Software Project..., Business Objects
Education
Osmania University 1993 — 1996
Masters in Computer Sciences
Union Bank May 2009 - Present
Citi Residential Lending Inc. September 2003 - April 2009
Sprint, KS 2000 - 2002
Skills
ETL, SDLC, Data Warehousing, Informatica, Data Modeling, Software Project..., Business Objects
Education
Osmania University 1993 — 1996
Masters in Computer Sciences
Duncan Taylor's Union Bank Experience December 2014 - Present
Job Lead Software Engineer, Fraud Systems at Union Bank
Industry Information Technology and Services
Experience
Union Bank December 2014 - Present
iSpace October 2014 - December 2014
TEKsystems June 2013 - October 2014
Union Bank of California June 2005 - July 2013
City National Bank September 2002 - June 2005
Southwest Systems Integrators September 2000 - July 2002
Digital Consulting Services June 1998 - September 2000
Regard Systems March 1996 - June 1998
Gelsons 1984 - 1996
Dales Market 1977 - 1984
Skills
Apache, Perl, SQL, Bash, Java, Information Security, System Administration -..., Clustering., Automation and other..., Apache, tomcat,..., UNIX security..., UNIX/Linux Software..., Microsoft SQL Server, Security, JSP, XML, Disaster Recovery, Unix, Eclipse, Solaris, PL/SQL, Integration, SOAP, REST, WebSphere Application..., Weblogic Administration, Linux, Tomcat, Oracle, SOAP, Weblogic, Hibernate, Cfengine
Education
Pierce College 1990 — 1992
Computer Science
Union Bank December 2014 - Present
iSpace October 2014 - December 2014
TEKsystems June 2013 - October 2014
Union Bank of California June 2005 - July 2013
City National Bank September 2002 - June 2005
Southwest Systems Integrators September 2000 - July 2002
Digital Consulting Services June 1998 - September 2000
Regard Systems March 1996 - June 1998
Gelsons 1984 - 1996
Dales Market 1977 - 1984
Skills
Apache, Perl, SQL, Bash, Java, Information Security, System Administration -..., Clustering., Automation and other..., Apache, tomcat,..., UNIX security..., UNIX/Linux Software..., Microsoft SQL Server, Security, JSP, XML, Disaster Recovery, Unix, Eclipse, Solaris, PL/SQL, Integration, SOAP, REST, WebSphere Application..., Weblogic Administration, Linux, Tomcat, Oracle, SOAP, Weblogic, Hibernate, Cfengine
Education
Pierce College 1990 — 1992
Computer Science
Brian Buckingham's Union Bank Experience May 2010 - July 2015
Job VP of US Deposits at Nomis Solutions
Industry Computer Software
Experience
Nomis Solutions July 2015 - Present
Union Bank May 2010 - July 2015
Wells Fargo September 2009 - May 2010
Nomis Solutions December 2008 - September 2009
WaMu June 2008 - December 2008
WaMu February 2006 - June 2008
WaMu November 2004 - February 2006
Navigant Consulting July 2001 - April 2004
Skills
Retail Banking, Product Management, Pricing, Credit, Financial Analysis, Strategic Planning, Banking, Loans, Financial Services, Finance, Analytics, Investments, Business Development, Portfolio Management, Financial Modeling, Strategy
Education
Pomona College 1997 — 2001
BA, Economics
Graduate School of Retail Bank Management 2007 — 2009
Nomis Solutions July 2015 - Present
Union Bank May 2010 - July 2015
Wells Fargo September 2009 - May 2010
Nomis Solutions December 2008 - September 2009
WaMu June 2008 - December 2008
WaMu February 2006 - June 2008
WaMu November 2004 - February 2006
Navigant Consulting July 2001 - April 2004
Skills
Retail Banking, Product Management, Pricing, Credit, Financial Analysis, Strategic Planning, Banking, Loans, Financial Services, Finance, Analytics, Investments, Business Development, Portfolio Management, Financial Modeling, Strategy
Education
Pomona College 1997 — 2001
BA, Economics
Graduate School of Retail Bank Management 2007 — 2009
Sandra Sherman's Union Bank Experience March 1996 - Present
Job Managing Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank March 1996 - Present
MUFG Union Bank, N.A. 1996 - Present
North American Trust Comapny 1987 - 1996
North American Trust Company 1987 - 1996
Education
San Diego State University-California State University 1998 — 2000
MBA
Pepperdine University 1982 — 1986
BS, Management
Union Bank March 1996 - Present
MUFG Union Bank, N.A. 1996 - Present
North American Trust Comapny 1987 - 1996
North American Trust Company 1987 - 1996
Education
San Diego State University-California State University 1998 — 2000
MBA
Pepperdine University 1982 — 1986
BS, Management
Kevin Pearce, PMP's Union Bank Experience January 2005 - January 2006
Job IT Project Manager at TelePacific Communications
Industry Telecommunications
Experience
TelePacific Communications January 2012 - Present
Comstructure January 2006 - December 2011
Union Bank January 2005 - January 2006
Charles R Drew University August 2001 - January 2005
ACT Teleconferencing 1996 - 2001
Skills
IT Management, Telecommunications, Project Management, Vendor Management, Data Center, Integration, Wireless, VoIP, Networking, Management, Call Centers, CRM, Program Management, Team Management, Troubleshooting, Mobile Devices, Cloud Computing, Project Planning, Managed Services, PMP, Telephony, Service Delivery, SaaS, Disaster Recovery, Project Portfolio..., Professional Services, Security, Solution Selling, Unified Communications, PMO, Infrastructure, Information Technology, IP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Bachelor of Science (B.S.), Management
TelePacific Communications January 2012 - Present
Comstructure January 2006 - December 2011
Union Bank January 2005 - January 2006
Charles R Drew University August 2001 - January 2005
ACT Teleconferencing 1996 - 2001
Skills
IT Management, Telecommunications, Project Management, Vendor Management, Data Center, Integration, Wireless, VoIP, Networking, Management, Call Centers, CRM, Program Management, Team Management, Troubleshooting, Mobile Devices, Cloud Computing, Project Planning, Managed Services, PMP, Telephony, Service Delivery, SaaS, Disaster Recovery, Project Portfolio..., Professional Services, Security, Solution Selling, Unified Communications, PMO, Infrastructure, Information Technology, IP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Bachelor of Science (B.S.), Management
Shawn Gupta's Union Bank Experience April 2002 - Present
Job SVP at Union bank
Industry Banking
Experience
Union Bank April 2002 - Present
Bank of America September 1982 - March 2002
Education
Pace University - Lubin School of Business 1980 — 1982
Union Bank April 2002 - Present
Bank of America September 1982 - March 2002
Education
Pace University - Lubin School of Business 1980 — 1982
Paul Schnaider's Union Bank Experience 2000 - June 2012
Job Community Relations Officer at Immaculate Heart Radio
Industry Broadcast Media
Experience
Immaculate Heart Radio September 2015 - Present
Aflac Broker Channel July 2013 - September 2015
Aflac July 2013 - July 2014
Pacific Western Bank June 2012 - March 2013
Union Bank 2000 - June 2012
Skills
Commercial Lending, Risk Management, Commercial Banking, Treasury Management, Portfolio Management, Credit, Banking, Cash Management, Relationship Management, Cross Selling, Business Development, Small Business Lending, Asset Based Lending, Lines Of Credit, SBA, Payments, Real Estate Financing, ACH, Loans, Loan Origination, Credit Risk, Commercial Mortgages, Asset Management, Series 7, Insurance, Trade Finance, Small Business, Financial Advisory, Strategic Financial..., Treasury Services, Securities, Business Relationship..., FX Options, Treasury, Operational Risk, Employee Benefits, Manufacturing, Finance, Mergers, Non-profits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Immaculate Heart Radio September 2015 - Present
Aflac Broker Channel July 2013 - September 2015
Aflac July 2013 - July 2014
Pacific Western Bank June 2012 - March 2013
Union Bank 2000 - June 2012
Skills
Commercial Lending, Risk Management, Commercial Banking, Treasury Management, Portfolio Management, Credit, Banking, Cash Management, Relationship Management, Cross Selling, Business Development, Small Business Lending, Asset Based Lending, Lines Of Credit, SBA, Payments, Real Estate Financing, ACH, Loans, Loan Origination, Credit Risk, Commercial Mortgages, Asset Management, Series 7, Insurance, Trade Finance, Small Business, Financial Advisory, Strategic Financial..., Treasury Services, Securities, Business Relationship..., FX Options, Treasury, Operational Risk, Employee Benefits, Manufacturing, Finance, Mergers, Non-profits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Sanjay Chugani's Union Bank Experience August 2013 - Present
Job Senior Private Banker at Union Bank, Beverly Hills
Industry Banking
Experience
Union Bank August 2013 - Present
Skills
Banking, Loans, Wealth Management, Investments, Mortgage Lending, Commercial Banking, Credit, Private Banking, Commercial Lending, Business Development, Finance, Portfolio Management, Credit Analysis, Credit Risk, Retail Banking, Financial Services, Relationship Management, Cash Management, Small Business Lending, Underwriting, Financial Analysis, Risk Management, Loan Origination, Strategic Financial..., Financial Risk, Mutual Funds, Corporate Finance, Asset Management, Consumer Lending, Treasury Management, Investment Management, Lines Of Credit, Securities, Wealth, Wealth Management..., Series 7, Series 63, Investment Advisory, Financial Advisory, High Net Worth..., Mortgage Banking
Education
Penn State University 2000 — 2003
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Francisco Bravo High School 1991 — 1994
Union Bank August 2013 - Present
Skills
Banking, Loans, Wealth Management, Investments, Mortgage Lending, Commercial Banking, Credit, Private Banking, Commercial Lending, Business Development, Finance, Portfolio Management, Credit Analysis, Credit Risk, Retail Banking, Financial Services, Relationship Management, Cash Management, Small Business Lending, Underwriting, Financial Analysis, Risk Management, Loan Origination, Strategic Financial..., Financial Risk, Mutual Funds, Corporate Finance, Asset Management, Consumer Lending, Treasury Management, Investment Management, Lines Of Credit, Securities, Wealth, Wealth Management..., Series 7, Series 63, Investment Advisory, Financial Advisory, High Net Worth..., Mortgage Banking
Education
Penn State University 2000 — 2003
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Francisco Bravo High School 1991 — 1994
Tarlan Ellwood's Union Bank Experience 2011 - July 2012
Job Director, MUFG Americas
Industry Banking
Experience
MUFG Americas July 2012 - Present
Union Bank 2011 - July 2012
Investor Analytics 2009 - 2011
Goldman Sachs 2007 - 2008
FFTW 2002 - 2007
Education
Princeton University 1997 — 2001
BA, Economics & Finance
MUFG Americas July 2012 - Present
Union Bank 2011 - July 2012
Investor Analytics 2009 - 2011
Goldman Sachs 2007 - 2008
FFTW 2002 - 2007
Education
Princeton University 1997 — 2001
BA, Economics & Finance
Nanette Hanly's Union Bank Experience May 2001 - Present
Job Special Projects Coordinator at Union Bank
Industry Executive Office
Experience
Union Bank May 2001 - Present
Union Bank May 2001 - November 2011
Union Bank of California 2001 - October 2011
Transamerica 1981 - 2001
Transamerica Life Companies 1981 - 2000
Skills
Internal Audit, Financial Modeling, Banking, Credit, Budgets, Financial Analysis, Time Management, Management, Finance, Financial Services, Analysis, Commercial Lending, Credit Analysis, Business Analysis, SDLC
Education
Pasadena City College 1978 — 1980
Union Bank May 2001 - Present
Union Bank May 2001 - November 2011
Union Bank of California 2001 - October 2011
Transamerica 1981 - 2001
Transamerica Life Companies 1981 - 2000
Skills
Internal Audit, Financial Modeling, Banking, Credit, Budgets, Financial Analysis, Time Management, Management, Finance, Financial Services, Analysis, Commercial Lending, Credit Analysis, Business Analysis, SDLC
Education
Pasadena City College 1978 — 1980
Edith Stine-Woods, MBA, LEED GA, FMP.'s Union Bank Experience August 2006 - July 2011
Job JLL, Integrated Facilities Management Team
Industry Commercial Real Estate
Experience
Kaiser Permanente IT October 2012 - Present
JLL August 2006 - Present
DIRECTV July 2011 - October 2012
Union Bank August 2006 - July 2011
Xerox Corporation September 2000 - August 2006
Los Angeles Times September 1985 - September 2000
Skills
Project Management, Facilities Management, Vendor Management, Contract Negotiation, Budgets, Process Improvement, Strategic Planning, Team Building, Financial Analysis, Contract Management, Forecasting, Custom Furniture, Systems Furniture, LEED Green Associate, Volunteer Recruiting, Event Planning
Education
University of Phoenix 2005 — 2007
MBA, Marketing
Pepperdine University 1981 — 1985
B.S., Business Administration
Kaiser Permanente IT October 2012 - Present
JLL August 2006 - Present
DIRECTV July 2011 - October 2012
Union Bank August 2006 - July 2011
Xerox Corporation September 2000 - August 2006
Los Angeles Times September 1985 - September 2000
Skills
Project Management, Facilities Management, Vendor Management, Contract Negotiation, Budgets, Process Improvement, Strategic Planning, Team Building, Financial Analysis, Contract Management, Forecasting, Custom Furniture, Systems Furniture, LEED Green Associate, Volunteer Recruiting, Event Planning
Education
University of Phoenix 2005 — 2007
MBA, Marketing
Pepperdine University 1981 — 1985
B.S., Business Administration
Alan Kizor's Union Bank Experience October 2004 - December 2008
Job Managing Partner at Alan (K)izor & Partners Consulting, LLC
Industry Financial Services
Experience
ALAN (K)IZOR & PARTNERS CONSULTING, LLC June 2009 - Present
Union Bank October 2004 - December 2008
Merrill Lynch September 1997 - March 2002
Barclays Global Investors 1995 - 1997
Wells Fargo 1980 - 1995
Skills
Business Strategy, Financial Services, Investments, Mutual Funds, Product Development, Product Management, Sales Management, Retirement, Banking, Equities, Leadership, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Start-ups, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business
University of Colorado Boulder
BA
ALAN (K)IZOR & PARTNERS CONSULTING, LLC June 2009 - Present
Union Bank October 2004 - December 2008
Merrill Lynch September 1997 - March 2002
Barclays Global Investors 1995 - 1997
Wells Fargo 1980 - 1995
Skills
Business Strategy, Financial Services, Investments, Mutual Funds, Product Development, Product Management, Sales Management, Retirement, Banking, Equities, Leadership, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Start-ups, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business
University of Colorado Boulder
BA
April Zee's Union Bank Experience August 2013 - February 2015
Job Associate Director, Wealth Planning
Industry Financial Services
Experience
DA Davidson March 2015 - Present
Union Bank August 2013 - February 2015
Wells Fargo January 2000 - August 2013
Child Guidance Center January 1998 - January 2000
Skills
Asset Allocation, Asset Management, Banking, Commercial Lending, Credit, Estate Planning, Financial Advisory, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Ryokan 1999 — 2001
Psy.D., Psychology
Pepperdine University 1996 — 1998
M.S., Psychology
University of California, San Diego 1992 — 1995
BA, Psychology
DA Davidson March 2015 - Present
Union Bank August 2013 - February 2015
Wells Fargo January 2000 - August 2013
Child Guidance Center January 1998 - January 2000
Skills
Asset Allocation, Asset Management, Banking, Commercial Lending, Credit, Estate Planning, Financial Advisory, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Ryokan 1999 — 2001
Psy.D., Psychology
Pepperdine University 1996 — 1998
M.S., Psychology
University of California, San Diego 1992 — 1995
BA, Psychology
Don Gilmore's Union Bank Experience August 2009 - Present
Job Experienced Commercial Banking Product Executive
Industry Banking
Experience
Union Bank August 2009 - Present
MUFG Union Bank August 2009 - Present
Reserve Management Corporation May 2008 - August 2009
Citibank April 2005 - July 2007
Fifth Third Bank September 1998 - April 2005
Bank One February 1989 - September 1998
Skills
Product Development, Financial Analysis, Strategic Planning, Customer Insight, Product Management, Cross-functional Team..., Team Building, Payments, Cash Management, Banking, Treasury Management, ACH, Management, Commercial Banking, Finance, Leadership, Business Analysis
Education
University of Wisconsin-Madison 1977 — 1978
MBA, Finance, Investments and Banking
Purdue University 1973 — 1977
BS, Finance
Union Bank August 2009 - Present
MUFG Union Bank August 2009 - Present
Reserve Management Corporation May 2008 - August 2009
Citibank April 2005 - July 2007
Fifth Third Bank September 1998 - April 2005
Bank One February 1989 - September 1998
Skills
Product Development, Financial Analysis, Strategic Planning, Customer Insight, Product Management, Cross-functional Team..., Team Building, Payments, Cash Management, Banking, Treasury Management, ACH, Management, Commercial Banking, Finance, Leadership, Business Analysis
Education
University of Wisconsin-Madison 1977 — 1978
MBA, Finance, Investments and Banking
Purdue University 1973 — 1977
BS, Finance
Jennie Silva's Union Bank Experience October 2013 - Present
Job AVP, Consumer Lending Supervisor at Union Bank
Industry Financial Services
Experience
Union Bank October 2013 - Present
Wells Fargo Home Mortgage July 2012 - October 2013
Bank of America June 2008 - May 2012
Countrywide Bank June 2008 - April 2009
National City Mortgage 2006 - 2008
National City Bank February 2005 - December 2007
National City Bank February 2005 - December 2007
Aurora Loan Services, Inc. January 2003 - January 2005
Aurora Loan Services, Inc May 2002 - October 2004
North American Mortgage Company April 2000 - May 2002
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Credit, Underwriting, Refinance, Loan Origination, Mortgage Underwriting, Real Estate, Banking, Credit Analysis, Consumer Lending, Residential Mortgages, VA loans, FHA financing, Funding, Real Estate Financing, Credit Risk, Government Loans, First Time Home Buyers, Real Estate Economics, Finance, Home Equity, Financial Services, Insurance, Short Sales, Home Equity Lines of..., Sales, Relationship Management, Branch Management, Construction Loans, Reverse Mortgages, USDA
Education
Mike Russ Financial Training Centers 2008 — 2008
Licenses, Insurance and Securities
Allied Real Estate/Business Schools 2007 — 2008
License, Real Estate
Palomar College 1990 — 1992
Palomar College, Allied Business School
Union Bank October 2013 - Present
Wells Fargo Home Mortgage July 2012 - October 2013
Bank of America June 2008 - May 2012
Countrywide Bank June 2008 - April 2009
National City Mortgage 2006 - 2008
National City Bank February 2005 - December 2007
National City Bank February 2005 - December 2007
Aurora Loan Services, Inc. January 2003 - January 2005
Aurora Loan Services, Inc May 2002 - October 2004
North American Mortgage Company April 2000 - May 2002
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Credit, Underwriting, Refinance, Loan Origination, Mortgage Underwriting, Real Estate, Banking, Credit Analysis, Consumer Lending, Residential Mortgages, VA loans, FHA financing, Funding, Real Estate Financing, Credit Risk, Government Loans, First Time Home Buyers, Real Estate Economics, Finance, Home Equity, Financial Services, Insurance, Short Sales, Home Equity Lines of..., Sales, Relationship Management, Branch Management, Construction Loans, Reverse Mortgages, USDA
Education
Mike Russ Financial Training Centers 2008 — 2008
Licenses, Insurance and Securities
Allied Real Estate/Business Schools 2007 — 2008
License, Real Estate
Palomar College 1990 — 1992
Palomar College, Allied Business School
Kim Ahmanson's Union Bank Experience 2008 - 2012
Job Insurance Agent at New York Life
Industry Financial Services
Experience
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
Glenn Burroughs's Union Bank Experience 1991 - 1995
Job SVP at KeyBank Business Capital
Industry Banking
Experience
KeyBank Business Capital May 2011 - Present
PNC Business Credit July 1995 - May 2011
National Bank of Canada 1995 - 2001
Union Bank 1991 - 1995
Security Pacific Bank 1981 - 1985
Skills
Middle Market, Asset Based Lending, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Capital Markets, Financial Modeling, Loans, Credit, Structured Finance, Commercial Mortgages, Credit Risk, Underwriting, Loan Origination
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1977 — 1981
BS, Finance and Business Economics
Locust Valley High School 1974 — 1977
KeyBank Business Capital May 2011 - Present
PNC Business Credit July 1995 - May 2011
National Bank of Canada 1995 - 2001
Union Bank 1991 - 1995
Security Pacific Bank 1981 - 1985
Skills
Middle Market, Asset Based Lending, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Capital Markets, Financial Modeling, Loans, Credit, Structured Finance, Commercial Mortgages, Credit Risk, Underwriting, Loan Origination
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1977 — 1981
BS, Finance and Business Economics
Locust Valley High School 1974 — 1977
Damon Pettijohn's Union Bank Experience August 2013 - Present
Job Asset Liability Management at Union Bank
Industry Financial Services
Experience
Union Bank August 2013 - Present
Bank of America July 2010 - August 2013
Toyota Financial Services September 2008 - July 2010
Countrywide Financial / Bank of America September 2003 - September 2008
Countrywide Financial August 1999 - September 2003
The Vons Companies Inc 1988 - 1999
Skills
Microsoft Office, QRM, SQL, Data Analysis, Forecasting, Interest Rate Risk..., Counterparty Risk, Credit Risk, Risk Management, Credit, Financial Modeling, Corporate Budgeting, Financial Analysis, Strategic Financial..., ALM, Bloomberg, Structured Finance, FX Options, Trading, Loans, Banking, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Union Bank August 2013 - Present
Bank of America July 2010 - August 2013
Toyota Financial Services September 2008 - July 2010
Countrywide Financial / Bank of America September 2003 - September 2008
Countrywide Financial August 1999 - September 2003
The Vons Companies Inc 1988 - 1999
Skills
Microsoft Office, QRM, SQL, Data Analysis, Forecasting, Interest Rate Risk..., Counterparty Risk, Credit Risk, Risk Management, Credit, Financial Modeling, Corporate Budgeting, Financial Analysis, Strategic Financial..., ALM, Bloomberg, Structured Finance, FX Options, Trading, Loans, Banking, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Charles Broskoski's Union Bank Experience June 2013 - Present
Job Senior Vice President, Senior Petroleum Engineer at Union Bank
Industry Oil & Energy
Experience
Union Bank June 2013 - Present
EnerVest, Ltd. April 2012 - June 2013
Societe Generale May 2010 - April 2012
Skills
Capital Markets, Due Diligence, Risk Management, Financial Modeling, Valuation
Education
Pennsylvania State University 1975 — 1979
Bachelor of Science (BS), Petroleum and Natural Gas Engineering
Union Bank June 2013 - Present
EnerVest, Ltd. April 2012 - June 2013
Societe Generale May 2010 - April 2012
Skills
Capital Markets, Due Diligence, Risk Management, Financial Modeling, Valuation
Education
Pennsylvania State University 1975 — 1979
Bachelor of Science (BS), Petroleum and Natural Gas Engineering
Victor Li, CFA, FRM's Union Bank Experience January 2014 - Present
Job Manager, Vice President, Business Metrics at Union Bank
Industry Financial Services
Experience
Union Bank January 2014 - Present
Western Asset Management March 2007 - January 2014
Bank of Montreal May 2005 - April 2007
Queen's University May 2002 - December 2003
Skills
Emerging Markets, Asset Allocation, Investment Strategies, Bloomberg, Quantitative Finance, Equities, VBA, Hedge Funds, Investments, Capital Markets, Enterprise Risk..., Fixed Income, Management, Financial Analysis, Corporate Finance, Portfolio Management, Credit Derivatives, Financial Risk, Securities, Analysis, Options, Testing, Financial Modeling, Quantitative Analytics, Risk Management, Bloomberg Terminal, Private Equity, Financial Markets, Alternative Investments, Equity Research, Mutual Funds, Equity Valuation, FX Options, Valuation, Investment Banking, Bonds, Databases, Derivatives, Asset Management, Investment Management, Trading, Market Risk, Interest Rate..., Structured Products, Swaps
Education
CFA Institute: CFA
York University - Schulich School of Business 2004 — 2005
MBA, Financial Engineering
Queen's University 1999 — 2002
BCMP(Computer Science), MSC(Chemistry)
Xiamen University 1994 — 1998
BSC, Chemistry
GARP: FRM
Union Bank January 2014 - Present
Western Asset Management March 2007 - January 2014
Bank of Montreal May 2005 - April 2007
Queen's University May 2002 - December 2003
Skills
Emerging Markets, Asset Allocation, Investment Strategies, Bloomberg, Quantitative Finance, Equities, VBA, Hedge Funds, Investments, Capital Markets, Enterprise Risk..., Fixed Income, Management, Financial Analysis, Corporate Finance, Portfolio Management, Credit Derivatives, Financial Risk, Securities, Analysis, Options, Testing, Financial Modeling, Quantitative Analytics, Risk Management, Bloomberg Terminal, Private Equity, Financial Markets, Alternative Investments, Equity Research, Mutual Funds, Equity Valuation, FX Options, Valuation, Investment Banking, Bonds, Databases, Derivatives, Asset Management, Investment Management, Trading, Market Risk, Interest Rate..., Structured Products, Swaps
Education
CFA Institute: CFA
York University - Schulich School of Business 2004 — 2005
MBA, Financial Engineering
Queen's University 1999 — 2002
BCMP(Computer Science), MSC(Chemistry)
Xiamen University 1994 — 1998
BSC, Chemistry
GARP: FRM
Doug Lambert's Union Bank Experience June 2014 - Present
Job Capital Markets
Industry Financial Services
Experience
Union Bank June 2014 - Present
Alliance Partners November 2013 - March 2014
SFRi LLC May 2012 - June 2013
Morgan Stanley June 2006 - April 2012
Citigroup / Salomon Smith Barney July 2001 - June 2006
Skills
Capital Markets, Derivatives, Trading, Credit, Equities, Corporate Finance, Structured Finance, Investment Banking, Fixed Income, Hedge Funds, Insurance, Insurance Linked..., Alternative Investments, Asset Management, Financial Structuring, Deal Execution, Rates
Education
Princeton University 1997 — 2001
AB
Union Bank June 2014 - Present
Alliance Partners November 2013 - March 2014
SFRi LLC May 2012 - June 2013
Morgan Stanley June 2006 - April 2012
Citigroup / Salomon Smith Barney July 2001 - June 2006
Skills
Capital Markets, Derivatives, Trading, Credit, Equities, Corporate Finance, Structured Finance, Investment Banking, Fixed Income, Hedge Funds, Insurance, Insurance Linked..., Alternative Investments, Asset Management, Financial Structuring, Deal Execution, Rates
Education
Princeton University 1997 — 2001
AB
Srinivas Kasoji's Union Bank Experience August 2004 - Present
Job Lead J2EE Software Engineer at Union Bank
Industry Banking
Experience
Union Bank August 2004 - Present
SBC Communications Ltd January 2000 - May 2001
Southern California Edison April 1998 - December 1999
Birlasoft 1996 - 1998
Skills
SDLC, Java Enterprise Edition, DB2, Risk Management, Operating Systems, SOA, Web Applications
Education
Osmania University
Union Bank August 2004 - Present
SBC Communications Ltd January 2000 - May 2001
Southern California Edison April 1998 - December 1999
Birlasoft 1996 - 1998
Skills
SDLC, Java Enterprise Edition, DB2, Risk Management, Operating Systems, SOA, Web Applications
Education
Osmania University
Leslie Miyahata, PMP's Union Bank Experience June 2003 - January 2004
Job Sr. Business Systems Analyst at Capital Group
Industry Financial Services
Experience
Capital Group May 2005 - Present
Univerity of Phoenix June 2005 - December 2006
Toyota Financial Services February 2004 - May 2005
Union Bank June 2003 - January 2004
Toyota Motor Sales May 2001 - June 2003
First American Title December 1998 - January 2001
Taco Bell March 1997 - December 1998
UNOCAL, 76 Products Company May 1995 - March 1997
SECORE Information Technology January 1995 - May 1995
UNOCAL September 1989 - January 1995
Skills
Scrum, Business Analysis, SDLC, SQL, Data Warehousing, Agile Methodologies, PMP, Software Project..., Email Marketing, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Requirements, Visio
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
University of Southern California
BA
Capital Group May 2005 - Present
Univerity of Phoenix June 2005 - December 2006
Toyota Financial Services February 2004 - May 2005
Union Bank June 2003 - January 2004
Toyota Motor Sales May 2001 - June 2003
First American Title December 1998 - January 2001
Taco Bell March 1997 - December 1998
UNOCAL, 76 Products Company May 1995 - March 1997
SECORE Information Technology January 1995 - May 1995
UNOCAL September 1989 - January 1995
Skills
Scrum, Business Analysis, SDLC, SQL, Data Warehousing, Agile Methodologies, PMP, Software Project..., Email Marketing, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Requirements, Visio
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
University of Southern California
BA
Laura Walsh - Farmer's Union Bank Experience 1997 - 2011
Job VP, Fraud Intelligence Analyst
Industry Banking
Experience
MUFG Americas 1997 - Present
Union Bank 1997 - 2011
Skills
Bank Secrecy Act, Commercial Banking, Retail Banking, Banking, Loans, Leadership
Education
Madison High School
Point Loma Nazarene University
Bachelor of Arts (B.A.), Applied Communications
MUFG Americas 1997 - Present
Union Bank 1997 - 2011
Skills
Bank Secrecy Act, Commercial Banking, Retail Banking, Banking, Loans, Leadership
Education
Madison High School
Point Loma Nazarene University
Bachelor of Arts (B.A.), Applied Communications
Paul Stanosheck's Union Bank Experience 1992 - 1996
Job VP at State Bank of Odell: Odell, NE
Industry Financial Services
Experience
State Bank of Odell February 1996 - Present
Union Bank 1992 - 1996
Skills
Banking, Investments, Financial Analysis, Customer Service, Risk Management, Loans, Credit, Portfolio Management, Credit Analysis, Strategic Planning, Commercial Lending, Mortgage Lending, Business Analysis, Process Improvement, Equities, Information Technology
Education
ICBA Technology Officer School (CCBTO) 2010 — 2015
Certified Community Bank Technology Officer, Information Technology
Colorado Graduate School of Banking at Boulder 2000 — 2002
Peru State College 1984 — 1988
BS, Business Management
State Bank of Odell February 1996 - Present
Union Bank 1992 - 1996
Skills
Banking, Investments, Financial Analysis, Customer Service, Risk Management, Loans, Credit, Portfolio Management, Credit Analysis, Strategic Planning, Commercial Lending, Mortgage Lending, Business Analysis, Process Improvement, Equities, Information Technology
Education
ICBA Technology Officer School (CCBTO) 2010 — 2015
Certified Community Bank Technology Officer, Information Technology
Colorado Graduate School of Banking at Boulder 2000 — 2002
Peru State College 1984 — 1988
BS, Business Management
Suzanne Yonemura's Union Bank Experience April 2012 - Present
Job Business Systems Analyst at Union Bank
Industry Financial Services
Experience
Union Bank April 2012 - Present
First Advantage April 2009 - March 2012
CoreLogic Credco April 2009 - March 2012
JPMorgan Chase June 1992 - August 2008
JPMorgan Chase January 1995 - July 1999
JPMorgan Chase June 1992 - January 1995
Skills
Process Improvement, Business Requirements, SDLC, Visio, Business Analysis, Team Leadership, Program Management, Project Management
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Business Administration
University of Phoenix 2003 — 2004
Certificate, Project Management
Palomar College 1988 — 1990
Associate in Arts, Accounting
Union Bank April 2012 - Present
First Advantage April 2009 - March 2012
CoreLogic Credco April 2009 - March 2012
JPMorgan Chase June 1992 - August 2008
JPMorgan Chase January 1995 - July 1999
JPMorgan Chase June 1992 - January 1995
Skills
Process Improvement, Business Requirements, SDLC, Visio, Business Analysis, Team Leadership, Program Management, Project Management
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Business Administration
University of Phoenix 2003 — 2004
Certificate, Project Management
Palomar College 1988 — 1990
Associate in Arts, Accounting
Fred Thate's Union Bank Experience November 2009 - Present
Job Financial Analysis Manager Vice President at Union Bank
Industry Financial Services
Experience
Union Bank November 2009 - Present
Deutsche Bank Securities 2003 - 2009
Skills
Financial Modeling, Corporate Finance, Analysis, Analytics, Asset Management, Banking, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Finance, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, M, Mergers, Microsoft Excel, Portfolio Management, Private Equity, Process Improvement, Risk Management, Strategy, Valuation
Education
Princeton University 1999 — 2003
BA, Economics
Union Bank November 2009 - Present
Deutsche Bank Securities 2003 - 2009
Skills
Financial Modeling, Corporate Finance, Analysis, Analytics, Asset Management, Banking, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Finance, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, M, Mergers, Microsoft Excel, Portfolio Management, Private Equity, Process Improvement, Risk Management, Strategy, Valuation
Education
Princeton University 1999 — 2003
BA, Economics
Sandy Lubin's Union Bank Experience September 1965 - November 1978
Job Owner, The Credit bureau of San Luis Obispo and Santa Barbara Counties
Industry Financial Services
Experience
The Credit bureau of San Luis Obispo and Santa Barbara Counties November 1992 - Present
Central Coast National Bank March 1989 - March 1992
Brentwood Bank July 1986 - September 1988
Union Bank September 1965 - November 1978
Skills
Credit, Banking, Mortgage, Loans, Mortgage Lending, Accounts Receivable, Credit Analysis, Financial Analysis, Management, Mortgage Banking, Credit Risk, Refinance, Leadership, Sales, Real Estate, Process Improvement, Small Business, Mergers & Acquisitions, Negotiation, Risk Management, Finance, Team Building, Executive Management, Investment Properties, Portfolio Management, Investments, Loan Origination, Start-ups, Insurance, Strategic Planning, Selling, Financial Services, Business Planning, Residential Mortgages, Strategic Financial..., Due Diligence, FHA, Business Development, Commercial Lending, Funding, Underwriting
Education
Pepperdine University 1974 — 1976
BS, Business
The Credit bureau of San Luis Obispo and Santa Barbara Counties November 1992 - Present
Central Coast National Bank March 1989 - March 1992
Brentwood Bank July 1986 - September 1988
Union Bank September 1965 - November 1978
Skills
Credit, Banking, Mortgage, Loans, Mortgage Lending, Accounts Receivable, Credit Analysis, Financial Analysis, Management, Mortgage Banking, Credit Risk, Refinance, Leadership, Sales, Real Estate, Process Improvement, Small Business, Mergers & Acquisitions, Negotiation, Risk Management, Finance, Team Building, Executive Management, Investment Properties, Portfolio Management, Investments, Loan Origination, Start-ups, Insurance, Strategic Planning, Selling, Financial Services, Business Planning, Residential Mortgages, Strategic Financial..., Due Diligence, FHA, Business Development, Commercial Lending, Funding, Underwriting
Education
Pepperdine University 1974 — 1976
BS, Business
Alec Vesely's Union Bank Experience October 1997 - December 2002
Job Client Manager at US Bank
Industry Banking
Experience
US Bank October 2005 - Present
US Bank January 2003 - October 2005
Union Bank October 1997 - December 2002
US Bank 1996 - 1997
US Bank 1994 - 1995
US Bank 1993 - 1994
Skills
Lines Of Credit, Small Business Lending, Commercial Mortgages, Underwriting, Commercial Banking, Letters of Credit, Treasury Mana, Customer Relations, New Business Development
Education
Portland State University
Master of Arts (M.A.), English Language and Literature/Letters
Reed College
Bachelor of Arts (BA), English Literature
US Bank October 2005 - Present
US Bank January 2003 - October 2005
Union Bank October 1997 - December 2002
US Bank 1996 - 1997
US Bank 1994 - 1995
US Bank 1993 - 1994
Skills
Lines Of Credit, Small Business Lending, Commercial Mortgages, Underwriting, Commercial Banking, Letters of Credit, Treasury Mana, Customer Relations, New Business Development
Education
Portland State University
Master of Arts (M.A.), English Language and Literature/Letters
Reed College
Bachelor of Arts (BA), English Literature
Ann Gill's Union Bank Experience 2013 - 2014
Job Controller Asset Finance & Leasing at MUFG Americas
Industry Financial Services
Experience
MUFG Americas 2014 - Present
Union Bank 2013 - 2014
General Motors 2009 - 2012
PwC 2001 - 2009
BDO Seidman 1995 - 2001
First American Acceptance Corp. 1994 - 1995
Aegis Consumer Finance 1992 - 1995
Skills
Financial Reporting, Finance, US GAAP, IFRS, Due Diligence, Accounting, IPO, Auditing, Financial Analysis, Revenue Recognition, Consolidation, Strategy, Sarbanes-Oxley Act, External Audit, Internal Audit, Asset Management, Financial Modeling, Valuation, Portfolio Management, Start-ups, Corporate Finance, Internal Controls, SEC filings, Restructuring, Strategic Planning, Mergers & Acquisitions, Structured Finance, Executive Management, Business Valuation, GAAP, Building Relationships, Financial Accounting, Management, SEC Filings
Education
Manchester University 2007 — 2012
MBA in process
Pace University - Lubin School of Business 1983 — 1987
BBA
MUFG Americas 2014 - Present
Union Bank 2013 - 2014
General Motors 2009 - 2012
PwC 2001 - 2009
BDO Seidman 1995 - 2001
First American Acceptance Corp. 1994 - 1995
Aegis Consumer Finance 1992 - 1995
Skills
Financial Reporting, Finance, US GAAP, IFRS, Due Diligence, Accounting, IPO, Auditing, Financial Analysis, Revenue Recognition, Consolidation, Strategy, Sarbanes-Oxley Act, External Audit, Internal Audit, Asset Management, Financial Modeling, Valuation, Portfolio Management, Start-ups, Corporate Finance, Internal Controls, SEC filings, Restructuring, Strategic Planning, Mergers & Acquisitions, Structured Finance, Executive Management, Business Valuation, GAAP, Building Relationships, Financial Accounting, Management, SEC Filings
Education
Manchester University 2007 — 2012
MBA in process
Pace University - Lubin School of Business 1983 — 1987
BBA
Roger Tauchman's Union Bank Experience March 2012 - Present
Job Vice President at Union Bank, N.A.
Industry Banking
Experience
Union Bank March 2012 - Present
Lake Pointe Partners LLC May 2009 - March 2012
GE Capital October 2000 - March 2009
Bank of America April 1997 - October 2000
Sanwa Business Credit Corporation February 1994 - April 1997
Heller Financial May 1984 - February 1994
Skills
Finance, Portfolio Management, Financial Services, Underwriting, Small Business, Due Diligence, Asset Based Lending, Mergers & Acquisitions, Private Equity, Financial Analysis, Restructuring, Commercial Lending
Education
Pepperdine University 1987 — 1988
MBA
University of Illinois at Urbana-Champaign 1977 — 1982
BS, Accounting
Union Bank March 2012 - Present
Lake Pointe Partners LLC May 2009 - March 2012
GE Capital October 2000 - March 2009
Bank of America April 1997 - October 2000
Sanwa Business Credit Corporation February 1994 - April 1997
Heller Financial May 1984 - February 1994
Skills
Finance, Portfolio Management, Financial Services, Underwriting, Small Business, Due Diligence, Asset Based Lending, Mergers & Acquisitions, Private Equity, Financial Analysis, Restructuring, Commercial Lending
Education
Pepperdine University 1987 — 1988
MBA
University of Illinois at Urbana-Champaign 1977 — 1982
BS, Accounting
Ishana Batta's Union Bank Experience November 2013 - May 2014
Job
Industry Information Technology and Services
Experience
United Health October 2014 - Present
Sendx Medical, Inc., Via Robert Half July 2014 - October 2014
Union Bank November 2013 - May 2014
Lifescript May 2013 - August 2013
San Diego Gas & Electric July 2011 - January 2013
Prommis Solutions LLC July 2010 - June 2011
CIBER February 2009 - April 2010
University of South Florida August 2007 - December 2008
Skills
Requirements Analysis, SQL, Oracle, Leadership, Microsoft SQL Server, SSIS, SSRS, SSMS, Datawarehousing, Data Analysis, Data Modelling, Business Intelligence, Business Analysis, Data Modeling, Data Warehousing, Databases, SDLC, Visio
Education
University of South Florida 2007 — 2008
Masters
Punjab Technical University 1999 — 2003
Bacholers
United Health October 2014 - Present
Sendx Medical, Inc., Via Robert Half July 2014 - October 2014
Union Bank November 2013 - May 2014
Lifescript May 2013 - August 2013
San Diego Gas & Electric July 2011 - January 2013
Prommis Solutions LLC July 2010 - June 2011
CIBER February 2009 - April 2010
University of South Florida August 2007 - December 2008
Skills
Requirements Analysis, SQL, Oracle, Leadership, Microsoft SQL Server, SSIS, SSRS, SSMS, Datawarehousing, Data Analysis, Data Modelling, Business Intelligence, Business Analysis, Data Modeling, Data Warehousing, Databases, SDLC, Visio
Education
University of South Florida 2007 — 2008
Masters
Punjab Technical University 1999 — 2003
Bacholers
Ginny Snyder's Union Bank Experience May 2010 - April 2015
Job Customer Service Representative
Industry Banking
Experience
Coastal Community Bank May 2015 - Present
Union Bank May 2010 - April 2015
Frontier Bank March 1997 - May 2010
Skills
Banking, Bank Secrecy Act, Leadership, Management, Loans, Outlook, Data Entry, Customer Service, Commercial Banking, Risk Management, Retail Banking, Lines Of Credit, Small Business Lending, Consumer Lending, Mortgage Lending, Credit Analysis, Credit
Education
Randolph College 1977 — 1981
BA, Political Science/Business
Coastal Community Bank May 2015 - Present
Union Bank May 2010 - April 2015
Frontier Bank March 1997 - May 2010
Skills
Banking, Bank Secrecy Act, Leadership, Management, Loans, Outlook, Data Entry, Customer Service, Commercial Banking, Risk Management, Retail Banking, Lines Of Credit, Small Business Lending, Consumer Lending, Mortgage Lending, Credit Analysis, Credit
Education
Randolph College 1977 — 1981
BA, Political Science/Business
Mario Woizeschke's Union Bank Experience December 2005 - Present
Job Vice President & Private Wealth Advisor at Union Bank
Industry Banking
Experience
Union Bank December 2005 - Present
Union Bank September 2002 - December 2005
Union Bank January 2001 - September 2002
Goreham-Moore & Associates January 2000 - January 2001
Goreham-Moore & Associates January 1999 - December 1999
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Asset Based Lending, Banking, Commercial Mortgages, Consumer Lending, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, SBA, Treasury Management, Retail Banking, Cross Selling, Private Banking, Cash Management, Relationship Management, Credit Risk
Education
Point Loma Nazarene University 1995 — 1999
BA, Business Administration: Marketing & Finance
Union Bank December 2005 - Present
Union Bank September 2002 - December 2005
Union Bank January 2001 - September 2002
Goreham-Moore & Associates January 2000 - January 2001
Goreham-Moore & Associates January 1999 - December 1999
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Asset Based Lending, Banking, Commercial Mortgages, Consumer Lending, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, SBA, Treasury Management, Retail Banking, Cross Selling, Private Banking, Cash Management, Relationship Management, Credit Risk
Education
Point Loma Nazarene University 1995 — 1999
BA, Business Administration: Marketing & Finance
Jothi Mani Rajendran's Union Bank Experience September 2012 - September 2014
Job at
Industry Information Technology and Services
Experience
NTT DATA Americas September 2014 - Present
Wells Fargo September 2014 - Present
Union Bank September 2012 - September 2014
iGATE Global Solutions June 2005 - September 2014
Altria June 2005 - August 2012
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, PL/SQL, Pre-sales, Data Warehousing, Oracle, Informatica
Education
Periyar University 2003 — 2005
M.Sc, Computer Science
NTT DATA Americas September 2014 - Present
Wells Fargo September 2014 - Present
Union Bank September 2012 - September 2014
iGATE Global Solutions June 2005 - September 2014
Altria June 2005 - August 2012
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, PL/SQL, Pre-sales, Data Warehousing, Oracle, Informatica
Education
Periyar University 2003 — 2005
M.Sc, Computer Science
Ken Agee's Union Bank Experience October 2013 - Present
Job Retired
Industry Banking
Experience
Union Bank October 2013 - Present
Education
Point Loma Nazarene University 1968 — 1971
BA
Union Bank October 2013 - Present
Education
Point Loma Nazarene University 1968 — 1971
BA
Brenda Neilson's Union Bank Experience 2002 - 2004
Job Client Service Manager at Bank of Santa Clarita
Industry Banking
Experience
Bank of Santa Clarita October 2004 - Present
Union Bank 2002 - 2004
Round Table Pizza 1993 - 2002
Bank of America 1980 - 1982
Skills
Banking, Customer Service, Account Management, Management, Team Building, Marketing, Risk Management, Strategic Planning, Leadership, New Business Development, Real Estate, Business Development, Insurance, Marketing Strategy, Budgets, Credit, Negotiation, Loans, Sales, Sales Management, Advertising, Online Marketing, Social Media Marketing, Public Speaking, Customer Satisfaction, Coaching, Social Media, Public Relations, Event Planning
Education
Pepperdine University 1978 — 1979
General Studies/Pre-Law Major
Village Christian High School 1975 — 1978
Bank of Santa Clarita October 2004 - Present
Union Bank 2002 - 2004
Round Table Pizza 1993 - 2002
Bank of America 1980 - 1982
Skills
Banking, Customer Service, Account Management, Management, Team Building, Marketing, Risk Management, Strategic Planning, Leadership, New Business Development, Real Estate, Business Development, Insurance, Marketing Strategy, Budgets, Credit, Negotiation, Loans, Sales, Sales Management, Advertising, Online Marketing, Social Media Marketing, Public Speaking, Customer Satisfaction, Coaching, Social Media, Public Relations, Event Planning
Education
Pepperdine University 1978 — 1979
General Studies/Pre-Law Major
Village Christian High School 1975 — 1978
Dana Riordan's Union Bank Experience 1998 - 2006
Job Client Trust Accountant (Talent Payment) at 3 Arts Entertainment
Industry Entertainment
Experience
3 Arts Entertainment May 2013 - Present
ICM Partners May 2006 - May 2013
Union Bank 1998 - 2006
Kravitz, Inc. August 1997 - February 1998
Seefeldt & Associates January 1996 - August 1997
Hollywood Video 1995 - 1996
G.H. Bass & Company 1994 - 1995
The Lodge at Harvard Square 1991 - 1994
Skills
Entertainment, Talent Management, Start-ups, Television, Social Media, New Media, Social Media Marketing, Digital Media, Marketing, Facebook, Film Production, Social Networking, Management, Microsoft Office, Video Production, Video, Film
Education
Penn State University
Bach. Science, Psychology (Industrial/Organizational)
3 Arts Entertainment May 2013 - Present
ICM Partners May 2006 - May 2013
Union Bank 1998 - 2006
Kravitz, Inc. August 1997 - February 1998
Seefeldt & Associates January 1996 - August 1997
Hollywood Video 1995 - 1996
G.H. Bass & Company 1994 - 1995
The Lodge at Harvard Square 1991 - 1994
Skills
Entertainment, Talent Management, Start-ups, Television, Social Media, New Media, Social Media Marketing, Digital Media, Marketing, Facebook, Film Production, Social Networking, Management, Microsoft Office, Video Production, Video, Film
Education
Penn State University
Bach. Science, Psychology (Industrial/Organizational)
Naga Nemani's Union Bank Experience November 2007 - April 2010
Job Oracle Apps DBA Implementation Lead
Industry Logistics and Supply Chain
Experience
Advanced MP Technologies April 2012 - Present
Union Bank November 2007 - April 2010
WeddingChannel /Theknot 2004 - 2007
Alphasoft Services 1999 - 2003
Skills
Oracle, Data Warehousing, PL/SQL, Business Process, Databases, Oracle Applications, ETL, Business Analysis, Business Intelligence, Enterprise Architecture, Informatica, Performance Tuning, Requirements Analysis, SDLC, SQL, ERP, Integration, Agile Methodologies, Unix, Solar winds, Hadoop / Predictive...
Education
UC Irvine, Extension 2015 — 2015
Hadoop in Theory and Practice, Big Data /Predictive analyitcs
Osmania University
Master's Degree, Computer Science
Advanced MP Technologies April 2012 - Present
Union Bank November 2007 - April 2010
WeddingChannel /Theknot 2004 - 2007
Alphasoft Services 1999 - 2003
Skills
Oracle, Data Warehousing, PL/SQL, Business Process, Databases, Oracle Applications, ETL, Business Analysis, Business Intelligence, Enterprise Architecture, Informatica, Performance Tuning, Requirements Analysis, SDLC, SQL, ERP, Integration, Agile Methodologies, Unix, Solar winds, Hadoop / Predictive...
Education
UC Irvine, Extension 2015 — 2015
Hadoop in Theory and Practice, Big Data /Predictive analyitcs
Osmania University
Master's Degree, Computer Science
David M. Wilson's Union Bank Experience May 1997 - March 2008
Job Trust & Estate Administration Services
Industry Financial Services
Experience
David M. Wilson, Wealth Advisory Services May 2010 - Present
Northern Trust March 2008 - May 2010
Union Bank May 1997 - March 2008
Skills
Estate Administration, Fiduciary, Trust Services, Trusts, Estate Planning, Wealth Management, Retirement Planning, Asset Managment, Strategic Financial..., Estate Law, Investments, Succession Planning, Asset Allocation, Tax, High Net Worth..., Trust Management, Wealth Management..., Financial Planners, Securities, Asset Protection, Private Banking, Investment Advisory, Business, Investment Strategies, Asset Management, Wealth, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of Redlands 1992 — 1995
BS, Accounting
David M. Wilson, Wealth Advisory Services May 2010 - Present
Northern Trust March 2008 - May 2010
Union Bank May 1997 - March 2008
Skills
Estate Administration, Fiduciary, Trust Services, Trusts, Estate Planning, Wealth Management, Retirement Planning, Asset Managment, Strategic Financial..., Estate Law, Investments, Succession Planning, Asset Allocation, Tax, High Net Worth..., Trust Management, Wealth Management..., Financial Planners, Securities, Asset Protection, Private Banking, Investment Advisory, Business, Investment Strategies, Asset Management, Wealth, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of Redlands 1992 — 1995
BS, Accounting
Cheryl Clarke's Union Bank Experience September 2014 - Present
Job CCO at Union Bank
Industry Financial Services
Experience
Union Bank September 2014 - Present
JPM Chase October 2011 - April 2013
JPMorgan Chase 2011 - April 2013
The Bank of New York Mellon 2005 - 2010
US Bank August 1982 - December 2005
Skills
Banking, Securities, Fixed Income, Financial Services, Capital Markets, Portfolio Management, Equities, Loans, Relationship Management, Credit, Bonds
Education
Pace University - Lubin School of Business 1995 — 1999
BBA, Business Administration
Union Bank September 2014 - Present
JPM Chase October 2011 - April 2013
JPMorgan Chase 2011 - April 2013
The Bank of New York Mellon 2005 - 2010
US Bank August 1982 - December 2005
Skills
Banking, Securities, Fixed Income, Financial Services, Capital Markets, Portfolio Management, Equities, Loans, Relationship Management, Credit, Bonds
Education
Pace University - Lubin School of Business 1995 — 1999
BBA, Business Administration
kavitha kancharla's Union Bank Experience July 2010 - Present
Job Senior Datawarehouse developer
Industry Information Technology and Services
Experience
Union Bank July 2010 - Present
Farmers Insurance 2009 - 2010
Skills
Data Modeling, Informatica, Data Warehousing, Data Warehouse..., Data Marts, ETL, Oracle E-Business Suite, Business Objects
Education
Purdue University 2003 — 2004
Masters in Engineering, Electrical, Computers
Union Bank July 2010 - Present
Farmers Insurance 2009 - 2010
Skills
Data Modeling, Informatica, Data Warehousing, Data Warehouse..., Data Marts, ETL, Oracle E-Business Suite, Business Objects
Education
Purdue University 2003 — 2004
Masters in Engineering, Electrical, Computers
Hector de Luna's Union Bank Experience May 2006 - November 2009
Job Banking Professional
Industry Banking
Experience
Union Bank May 2006 - November 2009
FMS Infoserv July 2002 - January 2006
Bay View Bank November 1998 - July 2002
Electronic Data System November 1994 - October 1998
Education
Pasadena City College
AA Degree, Data Processing
San Sebastian College
B.A. Degree, Marketing
Union Bank May 2006 - November 2009
FMS Infoserv July 2002 - January 2006
Bay View Bank November 1998 - July 2002
Electronic Data System November 1994 - October 1998
Education
Pasadena City College
AA Degree, Data Processing
San Sebastian College
B.A. Degree, Marketing
Eric Butner's Union Bank Experience November 2008 - Present
Job Relationship Banker at Union Bank
Industry Banking
Experience
MUFG Americas November 2009 - Present
Union Bank November 2008 - Present
Skills
Loans, Consumer Lending, Small Business Lending, Customer Service, Mortgage Lending, Sales, Management, Team Building, Customer Satisfaction, Retail Banking
Education
Pierce College 1983 — 1986
Associate's degree, Business Administration and Management, General
MUFG Americas November 2009 - Present
Union Bank November 2008 - Present
Skills
Loans, Consumer Lending, Small Business Lending, Customer Service, Mortgage Lending, Sales, Management, Team Building, Customer Satisfaction, Retail Banking
Education
Pierce College 1983 — 1986
Associate's degree, Business Administration and Management, General
Charm Rachapaetayakom's Union Bank Experience May 2012 - Present
Job Quality Control Reviewer at Union Bank
Industry Banking
Experience
Union Bank May 2012 - Present
Union Bank December 2005 - April 2012
GE Capital February 2000 - July 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2005
BS, Management
Union Bank May 2012 - Present
Union Bank December 2005 - April 2012
GE Capital February 2000 - July 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2005
BS, Management
Mitchell Meredith's Union Bank Experience January 2005 - January 2007
Job Branch Manager
Industry Banking
Experience
We Are Fundamentals 2001 - Present
U.S. Bank November 2007 - November 2009
Union Bank January 2005 - January 2007
Skills
Selling Skills, Cross Selling, Strategic Selling, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Customer Engagement, Customer Support, Customer Analysis, Team Building, Team Leadership, Team-oriented, Team, Cross-functional Team..., Building Relationships, Highly motivated..., Highly detail oriented, Self-starter, Strongly self-motivated, Persistence, Sales Management, Direct Sales, Sales Presentations
Education
Point Loma Nazarene University 2002 — 2013
Masters, Education, 4.0
University of Southern California 1984 — 1990
Bachelor of Science (B.S.), Political Science
We Are Fundamentals 2001 - Present
U.S. Bank November 2007 - November 2009
Union Bank January 2005 - January 2007
Skills
Selling Skills, Cross Selling, Strategic Selling, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Customer Engagement, Customer Support, Customer Analysis, Team Building, Team Leadership, Team-oriented, Team, Cross-functional Team..., Building Relationships, Highly motivated..., Highly detail oriented, Self-starter, Strongly self-motivated, Persistence, Sales Management, Direct Sales, Sales Presentations
Education
Point Loma Nazarene University 2002 — 2013
Masters, Education, 4.0
University of Southern California 1984 — 1990
Bachelor of Science (B.S.), Political Science
Sandra Simpkins's Union Bank Experience March 2004 - January 2010
Job Banking Professional
Industry Banking
Experience
Union Bank March 2004 - January 2010
First Federal Bank of California January 1999 - November 2003
Skills
Banking, Management, Business Development, Training, Analysis, Customer Retention, Marketing, Cross Selling, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1998
BS, Business Management
West Los Angeles College
Union Bank March 2004 - January 2010
First Federal Bank of California January 1999 - November 2003
Skills
Banking, Management, Business Development, Training, Analysis, Customer Retention, Marketing, Cross Selling, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1998
BS, Business Management
West Los Angeles College
Jie Du's Union Bank Experience January 2011 - May 2011
Job Quant, Senior Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners August 2012 - Present
Amonix, Inc. May 2011 - August 2011
Union Bank January 2011 - May 2011
Skills
Monte Carlo Simulation, Quantitative Finance, Stochastic Calculus, Probability, Mathematics, Statistics, Matlab, C++, R, Data Analysis, VBA, Statistical Modeling, Time Series Analysis, Quantitative Analytics
Education
University of Southern California 2007 — 2012
Ph.D., Applied Mathematics
ARPM
University of Southern California 2009 — 2010
Master of Science, Statistics
Peking University 2003 — 2007
Bachelor of Science, Mathematics
Peking University 2003 — 2007
BA, Economics
Guggenheim Partners August 2012 - Present
Amonix, Inc. May 2011 - August 2011
Union Bank January 2011 - May 2011
Skills
Monte Carlo Simulation, Quantitative Finance, Stochastic Calculus, Probability, Mathematics, Statistics, Matlab, C++, R, Data Analysis, VBA, Statistical Modeling, Time Series Analysis, Quantitative Analytics
Education
University of Southern California 2007 — 2012
Ph.D., Applied Mathematics
ARPM
University of Southern California 2009 — 2010
Master of Science, Statistics
Peking University 2003 — 2007
Bachelor of Science, Mathematics
Peking University 2003 — 2007
BA, Economics
Marina Bogomolnaya's Union Bank Experience March 2013 - Present
Job Vice President, Business Banking at Union Bank
Industry Banking
Experience
Union Bank March 2013 - Present
J.P. Morgan Chase November 2009 - March 2013
CITIBANK LOS ANGELES March 2006 - November 2009
Skills
Loans, Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Relationship Management, Retail Banking, Underwriting, Consumer Lending, Financial Services, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Union Bank March 2013 - Present
J.P. Morgan Chase November 2009 - March 2013
CITIBANK LOS ANGELES March 2006 - November 2009
Skills
Loans, Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Relationship Management, Retail Banking, Underwriting, Consumer Lending, Financial Services, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Kani Han's Union Bank Experience November 2014 - Present
Job at
Industry Banking
Experience
Union Bank November 2014 - Present
U.S. Bank January 2014 - November 2014
Bank of America April 1999 - December 2013
Countrywide / Bank of America 1999 - 2007
Education
Pitzer College 1984 — 1988
BA, Economics
Union Bank November 2014 - Present
U.S. Bank January 2014 - November 2014
Bank of America April 1999 - December 2013
Countrywide / Bank of America 1999 - 2007
Education
Pitzer College 1984 — 1988
BA, Economics
Fon Anderson's Union Bank Experience December 2001 - October 2003
Job Accounting Professional
Industry Accounting
Experience
Apantac LLC. April 2013 - Present
Novogradac & Company LLP September 2009 - September 2010
Wildboar Tax & Accounting August 2007 - April 2008
Union Bank December 2001 - October 2003
Skills
Accounts Payable, Account Reconciliation, Tax Returns, Accounts Receivable, QuickBooks, Auditing, Tax Preparation, Financial Statements
Education
Portland State University - School of Business 2005 — 2009
BA, Accounting
Apantac LLC. April 2013 - Present
Novogradac & Company LLP September 2009 - September 2010
Wildboar Tax & Accounting August 2007 - April 2008
Union Bank December 2001 - October 2003
Skills
Accounts Payable, Account Reconciliation, Tax Returns, Accounts Receivable, QuickBooks, Auditing, Tax Preparation, Financial Statements
Education
Portland State University - School of Business 2005 — 2009
BA, Accounting
Binay Sinha CFP, CLU,CHS's Union Bank Experience January 1985 - April 2000
Job Financial Planner,
Industry Financial Services
Experience
Centum Mortgage Future Group August 2008 - Present
BPS FINANCIAL INC. September 2001 - Present
Scotiabank October 2000 - July 2001
Union Bank January 1985 - April 2000
Skills
Business Development, Portfolio Management, Residential Mortgages, Insurance, Segregated Funds, Customer Service, Disability Insurance, Forecasting, Investments, Mortgage Lending, RESP, Retirement
Education
Patna University 1978 — 1980
Master of Arts (M.A.), Psychology
MP Zila School, Arrah, Bihar 1966 — 1974
High School, Physical Sciences
Centum Mortgage Future Group August 2008 - Present
BPS FINANCIAL INC. September 2001 - Present
Scotiabank October 2000 - July 2001
Union Bank January 1985 - April 2000
Skills
Business Development, Portfolio Management, Residential Mortgages, Insurance, Segregated Funds, Customer Service, Disability Insurance, Forecasting, Investments, Mortgage Lending, RESP, Retirement
Education
Patna University 1978 — 1980
Master of Arts (M.A.), Psychology
MP Zila School, Arrah, Bihar 1966 — 1974
High School, Physical Sciences
Lindsay Nestor's Union Bank Experience June 2014 - Present
Job Talent Acquisition Specialist at Union Bank
Industry Financial Services
Experience
Union Bank June 2014 - Present
JPMorgan Chase July 2012 - June 2014
JPMorgan Chase February 2011 - July 2012
City of Poway December 2005 - August 2011
English Teacher, Buenos Aires, Argentina March 2004 - October 2006
Skills
Customer Service, Communication, Taleo, Microsoft Excel, Microsoft Word, ActiveNet, Applicant Tracking..., Event Planning, Employee Relations, Interviews, Human Resources
Education
Palomar College
Union Bank June 2014 - Present
JPMorgan Chase July 2012 - June 2014
JPMorgan Chase February 2011 - July 2012
City of Poway December 2005 - August 2011
English Teacher, Buenos Aires, Argentina March 2004 - October 2006
Skills
Customer Service, Communication, Taleo, Microsoft Excel, Microsoft Word, ActiveNet, Applicant Tracking..., Event Planning, Employee Relations, Interviews, Human Resources
Education
Palomar College
Margaret Graziano's Union Bank Experience June 1998 - June 2006
Job MommyDataEntererNurseAidBookkeeperMaid
Industry Computer Networking
Experience
Barret Computers April 2011 - Present
Kai Graziano January 2010 - Present
Union Bank June 1998 - June 2006
Education
Palomar College 2009 — 2019
Major, Biology
North Coast Christian School 1994 — 1996
Salutatorian, Diploma
Barret Computers April 2011 - Present
Kai Graziano January 2010 - Present
Union Bank June 1998 - June 2006
Education
Palomar College 2009 — 2019
Major, Biology
North Coast Christian School 1994 — 1996
Salutatorian, Diploma
DARRYL NAYLOR's Union Bank Experience 2006 - 2009
Job Banking Professional
Industry Banking
Experience
UNION BANK 2006 - 2009
FEDERAL RESERVE BANK OF LOS ANGELES October 1999 - April 2006
Skills
Customer Service, Filing, Shipping/receiving
Education
Pasadena City College
UNION BANK 2006 - 2009
FEDERAL RESERVE BANK OF LOS ANGELES October 1999 - April 2006
Skills
Customer Service, Filing, Shipping/receiving
Education
Pasadena City College
Eric Otieno's Union Bank Experience 2013 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank 2013 - Present
Union Bank 2010 - 2013
Union Bank 2007 - 2010
Skills
Corporate Finance, Project Finance, Financial Analysis, Financial Projection, Energy, Capital Markets
Education
Pomona College
Bachelor of Arts, Economics
Union Bank 2013 - Present
Union Bank 2010 - 2013
Union Bank 2007 - 2010
Skills
Corporate Finance, Project Finance, Financial Analysis, Financial Projection, Energy, Capital Markets
Education
Pomona College
Bachelor of Arts, Economics
Ernesto Guardado's Union Bank Experience September 1991 - June 2007
Job Business Customer Service at FRB
Industry Banking
Experience
FRB July 2007 - Present
Union Bank September 1991 - June 2007
Metropolitan Theatres Corp February 1986 - September 1991
Education
Pasadena City College 1993 — 1997
Associate of Science (A.S.), Electrical and Electronics Engineering
FRB July 2007 - Present
Union Bank September 1991 - June 2007
Metropolitan Theatres Corp February 1986 - September 1991
Education
Pasadena City College 1993 — 1997
Associate of Science (A.S.), Electrical and Electronics Engineering
Carl Coleman's Union Bank Experience August 2010 - Present
Job Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
South County Bank September 2006 - August 2010
City National Bank October 2003 - September 2006
Mellon Bank November 2001 - October 2003
Wells Fargo January 1989 - November 2001
Skills
Financial Statement..., Department Budgeting, Small Business Lending, Credit, Loans, Commercial Banking, Portfolio Management, Underwriting, Real Estate, Funding, Commercial Lending, Credit Analysis, Asset Based Lending, Credit Risk, Commercial Real Estate, Working Capital..., Cash Management
Education
ABA Stonier National Graduate School of Banking 2008 — 2011
Banking Management
University of Pennsylvania - The Wharton School 2014 — 2014
Wharton Leadership Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Science (BS), Biology, General
Union Bank August 2010 - Present
South County Bank September 2006 - August 2010
City National Bank October 2003 - September 2006
Mellon Bank November 2001 - October 2003
Wells Fargo January 1989 - November 2001
Skills
Financial Statement..., Department Budgeting, Small Business Lending, Credit, Loans, Commercial Banking, Portfolio Management, Underwriting, Real Estate, Funding, Commercial Lending, Credit Analysis, Asset Based Lending, Credit Risk, Commercial Real Estate, Working Capital..., Cash Management
Education
ABA Stonier National Graduate School of Banking 2008 — 2011
Banking Management
University of Pennsylvania - The Wharton School 2014 — 2014
Wharton Leadership Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Science (BS), Biology, General
Narcisa Patio's Union Bank Experience November 2006 - September 2012
Job Banking Professional
Industry Banking
Experience
Union Bank November 2006 - September 2012
Charles Schwab September 2005 - November 2006
Bank of New York (BNY Mellon) August 1997 - June 2005
Skills
MS Word, Excel,..., Accounting, Accounts Payable, CRM, Management, Retirement Planning, Invoicing, Banking, Trading, Payments, Software Documentation, Investment Management, Financial Services, Securities, Customer Service, Portfolio Management, Finance, Bank Secrecy Act, Administration, Risk Management, Cash Management, Credit, Credit Analysis, Loans
Education
Polytechnic University of the Philippines
Bachelor of Commerce (BCom), Management
Union Bank November 2006 - September 2012
Charles Schwab September 2005 - November 2006
Bank of New York (BNY Mellon) August 1997 - June 2005
Skills
MS Word, Excel,..., Accounting, Accounts Payable, CRM, Management, Retirement Planning, Invoicing, Banking, Trading, Payments, Software Documentation, Investment Management, Financial Services, Securities, Customer Service, Portfolio Management, Finance, Bank Secrecy Act, Administration, Risk Management, Cash Management, Credit, Credit Analysis, Loans
Education
Polytechnic University of the Philippines
Bachelor of Commerce (BCom), Management
serena temple's Union Bank Experience February 2000 - Present
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank February 2000 - Present
Education
Peninsula College
Western Washington University
Union Bank February 2000 - Present
Education
Peninsula College
Western Washington University
Chithra Ramachandran, CAMS's Union Bank Experience April 2014 - Present
Job AVP, BSA/AML QA Analyst at Bank of the West
Industry Banking
Experience
Bank of the West June 2015 - Present
Union Bank April 2014 - Present
Union Bank 2013 - Present
Skills
Anti Money Laundering, KYC, OFAC, Bank Secrecy Act, USA PATRIOT Act, Operational Risk, Financial Risk, Fraud, Banking, Securities, Financial Institutions, FINRA, Sanction, Credit Risk, Financial Services
Education
PSG College of Technology
Bachelor's Degree, Computer Engineering
Bank of the West June 2015 - Present
Union Bank April 2014 - Present
Union Bank 2013 - Present
Skills
Anti Money Laundering, KYC, OFAC, Bank Secrecy Act, USA PATRIOT Act, Operational Risk, Financial Risk, Fraud, Banking, Securities, Financial Institutions, FINRA, Sanction, Credit Risk, Financial Services
Education
PSG College of Technology
Bachelor's Degree, Computer Engineering
Alexis Knight's Union Bank Experience May 2013 - Present
Job Loan Review Analyst at Union Bank
Industry Banking
Experience
Union Bank May 2013 - Present
Cask, LLC November 2012 - May 2013
AimLoan.com July 2012 - November 2012
Skills
Banking, Credit Analysis, Credit, Financial Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Commercial Lending, Loan Origination, Consumer Lending, Mortgage Banking
Education
University of California, Santa Barbara 2007 — 2009
Bachelor of Arts (B.A.), Global Studies and Economics
Point Loma Nazarene University 2005 — 2007
Business Administration
Union Bank May 2013 - Present
Cask, LLC November 2012 - May 2013
AimLoan.com July 2012 - November 2012
Skills
Banking, Credit Analysis, Credit, Financial Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Commercial Lending, Loan Origination, Consumer Lending, Mortgage Banking
Education
University of California, Santa Barbara 2007 — 2009
Bachelor of Arts (B.A.), Global Studies and Economics
Point Loma Nazarene University 2005 — 2007
Business Administration
Srinivas Mantha's Union Bank Experience May 2015 - Present
Job Union Bank
Industry Financial Services
Experience
Union Bank May 2015 - Present
Fannie Mae May 2014 - April 2015
Freddie Mac June 2013 - May 2014
RBS Citizens February 2013 - May 2013
Sujana Energy Limited September 2011 - August 2012
Skills
SAS Programming, Data Analysis, Business Analysis, Tableau, ETL, Data Warehousing
Education
University of Southern California 2007 — 2008
MS, Industrial/Financial Engieering
Osmania University 2003 — 2007
Bachelor's Degree, Mechanical Engineering
Union Bank May 2015 - Present
Fannie Mae May 2014 - April 2015
Freddie Mac June 2013 - May 2014
RBS Citizens February 2013 - May 2013
Sujana Energy Limited September 2011 - August 2012
Skills
SAS Programming, Data Analysis, Business Analysis, Tableau, ETL, Data Warehousing
Education
University of Southern California 2007 — 2008
MS, Industrial/Financial Engieering
Osmania University 2003 — 2007
Bachelor's Degree, Mechanical Engineering