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
Mary A. Munoz Mary A. Munoz's Union Bank Experience August 2000 - November 2001
Job Teacher II at CAP Tulsa
Industry Nonprofit Organization Management
Experience
Morton Comprehensive Health Services, Inc. September 2015 - Present
CAP Tulsa April 2012 - November 2014
Tulsa Public Schools August 2009 - March 2012
TCIM October 2007 - July 2009
Apple Valley Unified School Distric November 2000 - January 2004
Union Bank August 2000 - November 2001
Bank of America February 2000 - August 2000
St. Odilia Catholic School January 1993 - August 1999
Skills
Databases, Microsoft Office, Database Administration, Microsoft Excel, Business Intelligence, SharePoint, Software Documentation, Customer Service, Visio, Research, System Administration, Teaching, Troubleshooting, Windows, Office Management, Data Entry, Lotus Notes, Team Leadership, Training, Outlook, Management, Call Centers, Leadership, Administration, Time Management, Windows 7, Supervisory Skills
Education
Tulsa Technology Center-Peoria Campus 2014 — 2014
Certificate
Tulsa Community College 2012 — 2014
Spanish Interpreter
Reedley College 1984 — 1986
2 years in college only
Sanger High School 1980 — 1984
Diploma
Great Western Elementary School 1976 — 1978
Elementary
Morton Comprehensive Health Services, Inc. September 2015 - Present
CAP Tulsa April 2012 - November 2014
Tulsa Public Schools August 2009 - March 2012
TCIM October 2007 - July 2009
Apple Valley Unified School Distric November 2000 - January 2004
Union Bank August 2000 - November 2001
Bank of America February 2000 - August 2000
St. Odilia Catholic School January 1993 - August 1999
Skills
Databases, Microsoft Office, Database Administration, Microsoft Excel, Business Intelligence, SharePoint, Software Documentation, Customer Service, Visio, Research, System Administration, Teaching, Troubleshooting, Windows, Office Management, Data Entry, Lotus Notes, Team Leadership, Training, Outlook, Management, Call Centers, Leadership, Administration, Time Management, Windows 7, Supervisory Skills
Education
Tulsa Technology Center-Peoria Campus 2014 — 2014
Certificate
Tulsa Community College 2012 — 2014
Spanish Interpreter
Reedley College 1984 — 1986
2 years in college only
Sanger High School 1980 — 1984
Diploma
Great Western Elementary School 1976 — 1978
Elementary
Elizabeth Wilhelm Elizabeth Wilhelm's Union Bank Experience December 2014 - February 2015
Job Vice President and CoOwner
Industry Health, Wellness and Fitness
Experience
Timely Holistic Care March 2015 - Present
Union Bank December 2014 - February 2015
ARMA Alliance for Responsible Medicinal Access September 2014 - January 2015
Service Response Partners June 2013 - April 2014
International Student Services October 2012 - March 2014
SettlementOne 2007 - 2011
HSBC January 2000 - June 2006
Skills
Delivering Exceptional..., Organization &..., Articulate Communicator, Successful Negotiation, Settlement Services, tax verification 4506T, type 60 wpm, 10 key by touch,..., Cultural Diversity, Highly skilled workout..., Collections, Data Entry, Microsoft Office, AS400 system, Salesforce.com, Typing, Customer Service, Tutoring, Call Center, Loss Mitigation, Customer Satisfaction, Administrative..., Credit Analysis, Credit Scoring, Payments, Expenses, Deposits, Internet Explorer, Accounts Receivable, Call Centers, Process Improvement, Training, Team Building, Microsoft Excel, Customer Retention, Coaching, Recruiting, Sales, Human Resources, Teamwork, Employee Training, Team Leadership, Public Speaking, Nonprofits, Time Management
Education
University of Phoenix 2001 — 2009
Crawford High, San Diego 1981 — 1985
Diploma, General Studies
San Diego Mesa College
Bachelor's degree in Marketing
Timely Holistic Care March 2015 - Present
Union Bank December 2014 - February 2015
ARMA Alliance for Responsible Medicinal Access September 2014 - January 2015
Service Response Partners June 2013 - April 2014
International Student Services October 2012 - March 2014
SettlementOne 2007 - 2011
HSBC January 2000 - June 2006
Skills
Delivering Exceptional..., Organization &..., Articulate Communicator, Successful Negotiation, Settlement Services, tax verification 4506T, type 60 wpm, 10 key by touch,..., Cultural Diversity, Highly skilled workout..., Collections, Data Entry, Microsoft Office, AS400 system, Salesforce.com, Typing, Customer Service, Tutoring, Call Center, Loss Mitigation, Customer Satisfaction, Administrative..., Credit Analysis, Credit Scoring, Payments, Expenses, Deposits, Internet Explorer, Accounts Receivable, Call Centers, Process Improvement, Training, Team Building, Microsoft Excel, Customer Retention, Coaching, Recruiting, Sales, Human Resources, Teamwork, Employee Training, Team Leadership, Public Speaking, Nonprofits, Time Management
Education
University of Phoenix 2001 — 2009
Crawford High, San Diego 1981 — 1985
Diploma, General Studies
San Diego Mesa College
Bachelor's degree in Marketing
Eric Ramos Eric Ramos's Union Bank Experience November 2010 - September 2014
Job Senior Digital Marketing Analyst at BusinessOnline
Industry Computer Software
Experience
BusinessOnline September 2014 - Present
Union Bank November 2010 - September 2014
Accelrys November 2009 - November 2010
The Active Network January 2008 - November 2009
EMB America LLC April 2005 - January 2008
JPMorgan Chase June 2003 - April 2005
Skills
SQL, Tableau, Excel, Salesforce.com, Omniture, Access, PowerPoint, Word, SAS, ArcGIS, Analytics, Data Analysis, Web Analytics, Market Research, Business Intelligence, Lead Generation, Online Marketing, Google Analytics, Business Analysis, Microsoft Excel, HTML, Data Mining, Analysis, Strategy
Education
San Diego State University-California State University 2000 — 2005
Statistics & Financial Services, Statistics, Business, Marketing
BusinessOnline September 2014 - Present
Union Bank November 2010 - September 2014
Accelrys November 2009 - November 2010
The Active Network January 2008 - November 2009
EMB America LLC April 2005 - January 2008
JPMorgan Chase June 2003 - April 2005
Skills
SQL, Tableau, Excel, Salesforce.com, Omniture, Access, PowerPoint, Word, SAS, ArcGIS, Analytics, Data Analysis, Web Analytics, Market Research, Business Intelligence, Lead Generation, Online Marketing, Google Analytics, Business Analysis, Microsoft Excel, HTML, Data Mining, Analysis, Strategy
Education
San Diego State University-California State University 2000 — 2005
Statistics & Financial Services, Statistics, Business, Marketing
Jay Pankhania, MBA PMP Jay Pankhania, MBA PMP's Union Bank Experience January 2015 - Present
Job Project Manager, Retail PMO at Union Bank/MUFG Americas
Industry Banking
Experience
Union Bank January 2015 - Present
Allergan July 2012 - January 2015
Baxter Healthcare July 2011 - June 2012
Amgen November 2009 - July 2011
Genentech Inc. January 2007 - July 2009
Amgen Inc. October 2005 - January 2007
Amgen Inc. April 2002 - October 2005
Skills
Cross Functional..., Business Analysis, RUP, Risk Management, Use Case Analysis, SDLC, 21 CFR Part 11, GMP, Cloud Computing, Vendor Management, System Testing, Clinical Trial..., Business Intelligence..., Requirements Analysis, Market Research, Cross-functional Team..., Business Process, Process Improvement, Project Management, Program Management, Project Planning, Quality Assurance, Software Documentation, Business Intelligence, Analytics, Requirements Gathering, Analysis, PMO, Management Consulting, Leadership, Management, Testing, Business Development, Training, SaaS, Consulting, Project Portfolio..., Business Process..., Oracle, PMP, Software Project..., IT Strategy, Visio, Integration, Information Technology
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
MBA, Business
San Diego State University-California State University 1997 — 2000
Bachelor of Science, Business Administration, Information and Decision Systems
Union Bank January 2015 - Present
Allergan July 2012 - January 2015
Baxter Healthcare July 2011 - June 2012
Amgen November 2009 - July 2011
Genentech Inc. January 2007 - July 2009
Amgen Inc. October 2005 - January 2007
Amgen Inc. April 2002 - October 2005
Skills
Cross Functional..., Business Analysis, RUP, Risk Management, Use Case Analysis, SDLC, 21 CFR Part 11, GMP, Cloud Computing, Vendor Management, System Testing, Clinical Trial..., Business Intelligence..., Requirements Analysis, Market Research, Cross-functional Team..., Business Process, Process Improvement, Project Management, Program Management, Project Planning, Quality Assurance, Software Documentation, Business Intelligence, Analytics, Requirements Gathering, Analysis, PMO, Management Consulting, Leadership, Management, Testing, Business Development, Training, SaaS, Consulting, Project Portfolio..., Business Process..., Oracle, PMP, Software Project..., IT Strategy, Visio, Integration, Information Technology
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
MBA, Business
San Diego State University-California State University 1997 — 2000
Bachelor of Science, Business Administration, Information and Decision Systems
Shiva Yazdi Shiva Yazdi's Union Bank Experience April 2011 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank April 2011 - Present
Irwin Union Bank June 2008 - January 2010
Bank of America May 2007 - May 2008
Bank of America January 2003 - May 2007
Bank of America January 1995 - January 2003
Skills
Strong communication..., Commercial Banking, Retirement Planning, Loans, Banking, Mortgage Marketing, Investment Management, Credit, Financial Services, Portfolio Management, Management, Sales, Small Business Lending, Cash Management, Commercial Lending, Leadership, Credit Analysis, Retail Banking, Mortgage Lending, Lines Of Credit, Wealth Management, Treasury Management, Training, Loan Origination, Investments, Finance
Education
University of California, Irvine
In process, Certified Financial Planning
Jamejam School
Mathematic, Math
Saddleback College
General Studies
Union Bank April 2011 - Present
Irwin Union Bank June 2008 - January 2010
Bank of America May 2007 - May 2008
Bank of America January 2003 - May 2007
Bank of America January 1995 - January 2003
Skills
Strong communication..., Commercial Banking, Retirement Planning, Loans, Banking, Mortgage Marketing, Investment Management, Credit, Financial Services, Portfolio Management, Management, Sales, Small Business Lending, Cash Management, Commercial Lending, Leadership, Credit Analysis, Retail Banking, Mortgage Lending, Lines Of Credit, Wealth Management, Treasury Management, Training, Loan Origination, Investments, Finance
Education
University of California, Irvine
In process, Certified Financial Planning
Jamejam School
Mathematic, Math
Saddleback College
General Studies
Scott Nolan Scott Nolan's Union Bank Experience January 2006 - May 2011
Job Senior Banking Compliance Credit and Collateral Risk Analyst
Industry Banking
Experience
Anchor Bank August 2014 - Present
Federal Home Loan Bank of Seattle September 2011 - June 2014
Union Bank January 2006 - May 2011
Frontier Bank (acquired by Union Bank) 2006 - 2011
Republic Bank 2004 - 2006
Wintrust Financial 2003 - 2004
First National Bank of Joliet / acquired by Harris Bank January 1988 - January 2003
Office of the Comptroller of the Currency 1980 - 1988
Skills
Banking, Bank Secrecy Act, Risk Management, Financial Risk, Credit, Vendor Management, Financial Services, Loans, Auditing, Compliance, Credit Cards, AML, Leadership, Finance, Portfolio Management, Credit Risk, OFAC, Banking Regulations, Fraud, Internal Controls, OCC, FDIC, FHFA regulations, BSA & OFAC, Audit, Fair Lending & Equal..., Credit Analysis, Loan Review, CRA, HMDA, Examination Team..., Employee Training, Providing Corrective...
Education
Roger Williams University, Bristol, Rhode Island 1977 — 1981
B.A., Business Administration/Economics
Roger Williams University
Anchor Bank August 2014 - Present
Federal Home Loan Bank of Seattle September 2011 - June 2014
Union Bank January 2006 - May 2011
Frontier Bank (acquired by Union Bank) 2006 - 2011
Republic Bank 2004 - 2006
Wintrust Financial 2003 - 2004
First National Bank of Joliet / acquired by Harris Bank January 1988 - January 2003
Office of the Comptroller of the Currency 1980 - 1988
Skills
Banking, Bank Secrecy Act, Risk Management, Financial Risk, Credit, Vendor Management, Financial Services, Loans, Auditing, Compliance, Credit Cards, AML, Leadership, Finance, Portfolio Management, Credit Risk, OFAC, Banking Regulations, Fraud, Internal Controls, OCC, FDIC, FHFA regulations, BSA & OFAC, Audit, Fair Lending & Equal..., Credit Analysis, Loan Review, CRA, HMDA, Examination Team..., Employee Training, Providing Corrective...
Education
Roger Williams University, Bristol, Rhode Island 1977 — 1981
B.A., Business Administration/Economics
Roger Williams University
Gregory Quintana's Union Bank Experience July 1981 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank July 1981 - Present
Skills
Commercial Lending, Banking, Treasury Management, Small Business Lending, Consumer Lending, Credit, Cash Management, Commercial Banking, Retail Banking, Credit Analysis, Private Banking, Internet Banking
Education
Riverside Community College 1981 — 1982
Corona Senior High 1979 — 1981
Union Bank July 1981 - Present
Skills
Commercial Lending, Banking, Treasury Management, Small Business Lending, Consumer Lending, Credit, Cash Management, Commercial Banking, Retail Banking, Credit Analysis, Private Banking, Internet Banking
Education
Riverside Community College 1981 — 1982
Corona Senior High 1979 — 1981
Danielle Savage Danielle Savage's Union Bank Experience June 2014 - Present
Job VP, Site Manager, Consumer Loan Origination Center at Union Bank
Industry Financial Services
Experience
Union Bank June 2014 - Present
Union Bank November 2011 - June 2014
Primary Residential Mortgage June 2010 - November 2011
Fastlink Financial/Lenders Law Group 2008 - June 2010
Washington Mutual 2007 - 2008
WaMu 2005 - 2007
WaMu 2001 - 2005
Washington Mutual, Inc. 1999 - 2001
Skills
Finance, Management, Real Estate, Loan Servicing, Mortgage Banking, Customer Service, Refinance, Commercial Lending, Mortgage Lending, Underwriting, Loans, Funding, Insurance, Leadership, Loan Origination, Credit
Education
San Antonio College
Real Estate Finance
Union Bank June 2014 - Present
Union Bank November 2011 - June 2014
Primary Residential Mortgage June 2010 - November 2011
Fastlink Financial/Lenders Law Group 2008 - June 2010
Washington Mutual 2007 - 2008
WaMu 2005 - 2007
WaMu 2001 - 2005
Washington Mutual, Inc. 1999 - 2001
Skills
Finance, Management, Real Estate, Loan Servicing, Mortgage Banking, Customer Service, Refinance, Commercial Lending, Mortgage Lending, Underwriting, Loans, Funding, Insurance, Leadership, Loan Origination, Credit
Education
San Antonio College
Real Estate Finance
Florence Seyon-Johnson Florence Seyon-Johnson's Union Bank Experience December 2007 - July 2011
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Robert Half Management Resources May 2014 - October 2014
Government Lockbox, Bank of America August 2011 - April 2012
Union Bank December 2007 - July 2011
Union Bank September 2005 - December 2007
U.S. Bank June 2003 - September 2005
U.S. Bank January 2002 - June 2003
Skills
Risk, Commercial Banking, Small Business Lending, Bank Secrecy Act, Process Improvement, Effective Communicator, Vendor Management, Procedure Development, Collaborative, Negotiation, Social Networking, Financial Risk, Leadership, Risk Management, Training, Banking, Customer Service, Management
Education
University of San Francisco 2007 — 2009
MS, Organization Development
St. Mary's College of California 2001 — 2003
B.A, Management
Wells Fargo October 2014 - Present
Robert Half Management Resources May 2014 - October 2014
Government Lockbox, Bank of America August 2011 - April 2012
Union Bank December 2007 - July 2011
Union Bank September 2005 - December 2007
U.S. Bank June 2003 - September 2005
U.S. Bank January 2002 - June 2003
Skills
Risk, Commercial Banking, Small Business Lending, Bank Secrecy Act, Process Improvement, Effective Communicator, Vendor Management, Procedure Development, Collaborative, Negotiation, Social Networking, Financial Risk, Leadership, Risk Management, Training, Banking, Customer Service, Management
Education
University of San Francisco 2007 — 2009
MS, Organization Development
St. Mary's College of California 2001 — 2003
B.A, Management
Ted Holman Ted Holman's Union Bank Experience March 2010 - April 2014
Job Director, First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Union Bank March 2010 - April 2014
Centerline Capital (formerly Related Capital) November 2006 - February 2010
Opportunity Finance Fund 2004 - 2006
Deloitte 2000 - 2004
Navigant Consulting (formerly Peterson Consulting) 1997 - 2000
Skills
Affordable Housing, Real Estate, Real Estate Finance, Financial Modeling, Financial Analysis, Real Estate Investment, Community Development, Real Estate Economics, Loans, Banking, Due Diligence, Management, Finance, Portfolio Management, Investment Properties, Investments, Credit, Strategic Planning
Education
University of Virginia
MA
Rutgers University
BS
First Republic Bank April 2014 - Present
Union Bank March 2010 - April 2014
Centerline Capital (formerly Related Capital) November 2006 - February 2010
Opportunity Finance Fund 2004 - 2006
Deloitte 2000 - 2004
Navigant Consulting (formerly Peterson Consulting) 1997 - 2000
Skills
Affordable Housing, Real Estate, Real Estate Finance, Financial Modeling, Financial Analysis, Real Estate Investment, Community Development, Real Estate Economics, Loans, Banking, Due Diligence, Management, Finance, Portfolio Management, Investment Properties, Investments, Credit, Strategic Planning
Education
University of Virginia
MA
Rutgers University
BS
May Caguimbaga May Caguimbaga's Union Bank Experience June 2012 - Present
Job Mortgage Sales Consultant Associate at Union Bank
Industry Financial Services
Experience
Union Bank June 2012 - Present
MetLife Home Loans March 2009 - May 2012
Standard Pacific Homes October 2005 - February 2009
World Savings February 2002 - October 2005
Skills
FHA, Mortgage Lending, Refinance, Appraisals, Credit, FHA financing, Loan Origination, Loans, Mortgage Banking, Mortgage Underwriting, Residential Mortgages, Reverse Mortgages, USDA, VA loans, Government Loans, Real Estate Financing
Education
Riverside Community College 2000 — 2002
Union Bank June 2012 - Present
MetLife Home Loans March 2009 - May 2012
Standard Pacific Homes October 2005 - February 2009
World Savings February 2002 - October 2005
Skills
FHA, Mortgage Lending, Refinance, Appraisals, Credit, FHA financing, Loan Origination, Loans, Mortgage Banking, Mortgage Underwriting, Residential Mortgages, Reverse Mortgages, USDA, VA loans, Government Loans, Real Estate Financing
Education
Riverside Community College 2000 — 2002
Kathe M. Dunne, CAMS, AAP, CAMS - Audit Kathe M. Dunne, CAMS, AAP, CAMS - Audit's Union Bank Experience September 1981 - December 1998
Job President at KMD Consulting Solutions
Industry Computer Software
Experience
Banker's Toolbox January 2010 - May 2013
Bankers Toolbox January 2007 - December 2009
KMD Consulting, Inc. October 2001 - January 2007
Aurum Technology, Inc. 1999 - September 2001
Union Bank September 1981 - December 1998
Skills
Requirements Analysis, Agile Project Management, Business Analysis, Risk Management..., Cash Management, ACH, Product Management, Integration, Requirements Gathering, Financial Services, Agile Methodologies, AML, Project Management, Mergers & Acquisitions, Software Project..., Risk Management, Web Development, Software Development, Banking, Enterprise Software, Financial Risk, Program Management, Payments, Management, Strategy, SaaS, Internet Banking, Testing, Leadership, Product Development, Training, Financial Institutions, Vendor Management, Fraud, Executive Management, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Banker's Toolbox January 2010 - May 2013
Bankers Toolbox January 2007 - December 2009
KMD Consulting, Inc. October 2001 - January 2007
Aurum Technology, Inc. 1999 - September 2001
Union Bank September 1981 - December 1998
Skills
Requirements Analysis, Agile Project Management, Business Analysis, Risk Management..., Cash Management, ACH, Product Management, Integration, Requirements Gathering, Financial Services, Agile Methodologies, AML, Project Management, Mergers & Acquisitions, Software Project..., Risk Management, Web Development, Software Development, Banking, Enterprise Software, Financial Risk, Program Management, Payments, Management, Strategy, SaaS, Internet Banking, Testing, Leadership, Product Development, Training, Financial Institutions, Vendor Management, Fraud, Executive Management, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Michelle Yanez Michelle Yanez's Union Bank Experience July 2007 - December 2011
Job Admissions advisor
Industry Higher Education
Experience
Trident University International November 2014 - Present
Fremont College May 2013 - January 2014
Glendale Career College January 2012 - May 2013
Union Bank July 2007 - December 2011
Skills
Admissions, Higher Education, Student Affairs, Student Development, Curriculum Development, Student Recruiting, Enrollment Management, Career Counseling, Public Speaking, Community Outreach, Adult Education
Education
James A. Garfield High School
Rio Hondo College
Trident University International November 2014 - Present
Fremont College May 2013 - January 2014
Glendale Career College January 2012 - May 2013
Union Bank July 2007 - December 2011
Skills
Admissions, Higher Education, Student Affairs, Student Development, Curriculum Development, Student Recruiting, Enrollment Management, Career Counseling, Public Speaking, Community Outreach, Adult Education
Education
James A. Garfield High School
Rio Hondo College
Adrian Galvan's Union Bank Experience December 2013 - Present
Job Branch Service Specialist at Union Bank
Industry Banking
Experience
Union Bank December 2013 - Present
Target February 2013 - June 2013
Ralphs Grocery Company August 2012 - February 2013
Skills
Cash Management, Cashiering, Retail Banking, Team Management, Referrals, Maintaining Strong..., Motivated self-starter, Training
Education
Saddleback College 2013 — 2015
Accounting and Finance
Union Bank December 2013 - Present
Target February 2013 - June 2013
Ralphs Grocery Company August 2012 - February 2013
Skills
Cash Management, Cashiering, Retail Banking, Team Management, Referrals, Maintaining Strong..., Motivated self-starter, Training
Education
Saddleback College 2013 — 2015
Accounting and Finance
Larry & Cassandra Cooper Larry & Cassandra Cooper's Union Bank Experience July 1997 - April 2007
Job Financial services District leaders (Primercia)
Industry Transportation/Trucking/Railroad
Experience
Primerica July 2012 - Present
Primerica June 2012 - Present
Caltrans April 1980 - January 2014
Union Bank July 1997 - April 2007
Skills
Customer Service, Budgets, Process Improvement, Project Planning, Process Scheduler, Leadership, Team Building, Training, Recruiting, Money, Rollovers, Access, Customer Satisfaction, Supervisory Skills, Outlook
Education
Diablo Valley College
Horticulture
Samuel Merritt College
Legal Studies, Paralegal
Primerica July 2012 - Present
Primerica June 2012 - Present
Caltrans April 1980 - January 2014
Union Bank July 1997 - April 2007
Skills
Customer Service, Budgets, Process Improvement, Project Planning, Process Scheduler, Leadership, Team Building, Training, Recruiting, Money, Rollovers, Access, Customer Satisfaction, Supervisory Skills, Outlook
Education
Diablo Valley College
Horticulture
Samuel Merritt College
Legal Studies, Paralegal
Gregg Marsicano's Union Bank Experience 1995 - 1997
Job Senior Vice President / Business Development Officer at PNC Business Credit
Industry Financial Services
Experience
PNC Business Credit September 2014 - Present
Banner Bank May 2013 - September 2014
Wells Fargo Capital Finance October 1997 - November 2012
Union Bank 1995 - 1997
Mellon Business Credit 1985 - 1995
Skills
Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Banking, Finance, Mergers & Acquisitions, New Business Development, Underwriting, Turn-around Situations, Creative Problem Solving, Business Development, Risk Management, Commercial Banking, Cash Management, Structured Finance, Corporate Finance
Education
St. Joseph's University 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
PNC Business Credit September 2014 - Present
Banner Bank May 2013 - September 2014
Wells Fargo Capital Finance October 1997 - November 2012
Union Bank 1995 - 1997
Mellon Business Credit 1985 - 1995
Skills
Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Banking, Finance, Mergers & Acquisitions, New Business Development, Underwriting, Turn-around Situations, Creative Problem Solving, Business Development, Risk Management, Commercial Banking, Cash Management, Structured Finance, Corporate Finance
Education
St. Joseph's University 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Henry Giddings, MBA, MS Henry Giddings, MBA, MS's Union Bank Experience February 2015 - Present
Job Experienced Banking Executive Contact Info: HenryGiddings@Hotmail.com
Industry Banking
Experience
Union Bank February 2015 - Present
Bank of America December 2009 - February 2014
Bank of America May 2007 - April 2009
Bank of America January 2006 - May 2007
WellPoint November 2000 - July 2005
Kinko's 1994 - 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Modeling, Business Process..., Risk Management, Banking, Business Analysis, Corporate Finance, Hyperion Enterprise, PeopleSoft, Managerial Finance, Essbase, Strategic Financial..., Variance Analysis, Financial Reporting, Budgets, Portfolio Management, Mergers & Acquisitions, Insurance, Finance, Analysis, Underwriting, Accounting, Management, Leadership, Strategy, Strategic Planning, Cross-functional Team..., OCC / CFPB Regulatory..., JIT / Compliance..., Risk / Audit /..., Project Management, Profit / Loss Reporting, Finance / IT /..., Team Building / Training, Sarbanes-Oxley, Ad Hoc Reporting, Treasury Revenue & Cash..., International Partner..., Operational / Executive..., Lawson, Salesforce.com, Siebel, AS400, Spotfire, Cognos, Microsoft Office, Microsoft Visio, Microsoft Access
Education
University of Southern California - Marshall School of Business 2007 — 2008
Master of Science, Strategy & Planning
University of Southern California - Marshall School of Business 2002 — 2005
Master of Business Administration, Entrepreneurship / Entrepreneurial Studies
San Diego State University-California State University 1990 — 1993
Bachelor of Science, Real Estate
Union Bank February 2015 - Present
Bank of America December 2009 - February 2014
Bank of America May 2007 - April 2009
Bank of America January 2006 - May 2007
WellPoint November 2000 - July 2005
Kinko's 1994 - 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Modeling, Business Process..., Risk Management, Banking, Business Analysis, Corporate Finance, Hyperion Enterprise, PeopleSoft, Managerial Finance, Essbase, Strategic Financial..., Variance Analysis, Financial Reporting, Budgets, Portfolio Management, Mergers & Acquisitions, Insurance, Finance, Analysis, Underwriting, Accounting, Management, Leadership, Strategy, Strategic Planning, Cross-functional Team..., OCC / CFPB Regulatory..., JIT / Compliance..., Risk / Audit /..., Project Management, Profit / Loss Reporting, Finance / IT /..., Team Building / Training, Sarbanes-Oxley, Ad Hoc Reporting, Treasury Revenue & Cash..., International Partner..., Operational / Executive..., Lawson, Salesforce.com, Siebel, AS400, Spotfire, Cognos, Microsoft Office, Microsoft Visio, Microsoft Access
Education
University of Southern California - Marshall School of Business 2007 — 2008
Master of Science, Strategy & Planning
University of Southern California - Marshall School of Business 2002 — 2005
Master of Business Administration, Entrepreneurship / Entrepreneurial Studies
San Diego State University-California State University 1990 — 1993
Bachelor of Science, Real Estate
Abril Ramirez-Nuñez Abril Ramirez-Nuñez's Union Bank Experience April 2002 - December 2003
Job Banking Professional
Industry Banking
Experience
One Nevada Credit Union March 2015 - Present
Talmer West Bank 2013 - Present
Randstad USA January 2013 - May 2013
California Bank & Trust 2004 - 2012
Union Bank April 2002 - December 2003
Skills
Highly responsible, Multitasking Skills, Bilingual-English/Spanis..., Organizational..., Analitical, Competitive, Friendly Personality, Banking, Sales, Customer Service, Team-oriented, Deposits, 10 Key, Branch Banking, Cash Handling Experience, Cross Selling, Commercial Banking, Retail Banking, Analytical Skills, Teamwork, Financial Services, Cash Handling
Education
Riverside Community College 2002 — 2004
Jurupa Valley High School 1998 — 2002
High School Diploma
One Nevada Credit Union March 2015 - Present
Talmer West Bank 2013 - Present
Randstad USA January 2013 - May 2013
California Bank & Trust 2004 - 2012
Union Bank April 2002 - December 2003
Skills
Highly responsible, Multitasking Skills, Bilingual-English/Spanis..., Organizational..., Analitical, Competitive, Friendly Personality, Banking, Sales, Customer Service, Team-oriented, Deposits, 10 Key, Branch Banking, Cash Handling Experience, Cross Selling, Commercial Banking, Retail Banking, Analytical Skills, Teamwork, Financial Services, Cash Handling
Education
Riverside Community College 2002 — 2004
Jurupa Valley High School 1998 — 2002
High School Diploma
Christina Kupis Christina Kupis's Union Bank Experience September 2007 - May 2010
Job Documentation Specialist VA FHA at Plaza Home Mortgage
Industry Insurance
Experience
Plaza Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage October 2010 - October 2013
Union Bank September 2007 - May 2010
World Savings October 2003 - November 2006
Downey Savings February 2003 - July 2003
Skills
Underwriting, Property & Casualty..., Insurance, Loans, Credit, Banking, Refinance, FHA, Real Estate, Casualty, Commercial Insurance, Risk Management, Health Insurance, Mortgage Lending, Customer Service, Loan Origination, Management, Residential Mortgages
Education
Allied school of Real Estate
San Diego Mesa College
Associate of Arts (A.A.), Art/Art Studies, General
Plaza Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage October 2010 - October 2013
Union Bank September 2007 - May 2010
World Savings October 2003 - November 2006
Downey Savings February 2003 - July 2003
Skills
Underwriting, Property & Casualty..., Insurance, Loans, Credit, Banking, Refinance, FHA, Real Estate, Casualty, Commercial Insurance, Risk Management, Health Insurance, Mortgage Lending, Customer Service, Loan Origination, Management, Residential Mortgages
Education
Allied school of Real Estate
San Diego Mesa College
Associate of Arts (A.A.), Art/Art Studies, General
Tierra Boyd Tierra Boyd's Union Bank Experience September 2011 - May 2012
Job Real Estate/ Loan Processing
Industry Real Estate
Experience
Torrey Pines Bank December 2013 - Present
Union Bank September 2011 - May 2012
Century 21 Award 2012 - 2012
Dana Horne Luxury Vacation Rentals January 2010 - September 2011
Skills
Listings, Data Entry, Real Estate, Time Management, Provide Market Analysis..., Administrative duties, Maintain contact with..., Run Reports ( closed..., Internet research(CAR..., Receptionist: Answer..., Administrative Work, Compose contracts..., Process Retirement 401k..., Contact escrow companies, Collect CDA's, Collect and dispurse..., Input/Look up..., Vacation Rental..., Commercial Loan..., First Time Home Buyers, Foreclosures, Investment Properties, Investors, Leadership, Loans, Marketing, Property, REO, Short Sales
Education
San Diego City College 2009 — 2010
Real Estate Certification, Real Estate
San Diego State University-California State University 2007 — 2009
Torrey Pines Bank December 2013 - Present
Union Bank September 2011 - May 2012
Century 21 Award 2012 - 2012
Dana Horne Luxury Vacation Rentals January 2010 - September 2011
Skills
Listings, Data Entry, Real Estate, Time Management, Provide Market Analysis..., Administrative duties, Maintain contact with..., Run Reports ( closed..., Internet research(CAR..., Receptionist: Answer..., Administrative Work, Compose contracts..., Process Retirement 401k..., Contact escrow companies, Collect CDA's, Collect and dispurse..., Input/Look up..., Vacation Rental..., Commercial Loan..., First Time Home Buyers, Foreclosures, Investment Properties, Investors, Leadership, Loans, Marketing, Property, REO, Short Sales
Education
San Diego City College 2009 — 2010
Real Estate Certification, Real Estate
San Diego State University-California State University 2007 — 2009
Abigail Strickland Abigail Strickland's Union Bank Experience May 2002 - January 2005
Job Senior Administrator at KU Eye Center
Industry Hospital & Health Care
Experience
KU Eye Center, University of Kansas Physicians, Inc. March 2011 - Present
University of Kansas Physicians, Inc May 2007 - February 2011
Argus Health Systems June 2006 - May 2007
Helzberg School of Management August 2005 - May 2006
Lafayette Regional Health Center May 2004 - August 2005
Union Bank May 2002 - January 2005
Union Bank May 2002 - January 2005
Skills
Financial Analysis, Commercial Banking, Asset Managment, Management, Healthcare, Internal Controls, Microsoft Office, Budgets, Coaching, Leadership, Research, PowerPoint, Project Management, Strategic Planning, Asset Management, Hospitals, Training, Customer Service, Event Planning, Marketing, Public Speaking
Education
Rockhurst University 2005 — 2006
MBA, Health Care Leadership
Rockhurst University 2001 — 2005
BSBA, Management and Economics
KU Eye Center, University of Kansas Physicians, Inc. March 2011 - Present
University of Kansas Physicians, Inc May 2007 - February 2011
Argus Health Systems June 2006 - May 2007
Helzberg School of Management August 2005 - May 2006
Lafayette Regional Health Center May 2004 - August 2005
Union Bank May 2002 - January 2005
Union Bank May 2002 - January 2005
Skills
Financial Analysis, Commercial Banking, Asset Managment, Management, Healthcare, Internal Controls, Microsoft Office, Budgets, Coaching, Leadership, Research, PowerPoint, Project Management, Strategic Planning, Asset Management, Hospitals, Training, Customer Service, Event Planning, Marketing, Public Speaking
Education
Rockhurst University 2005 — 2006
MBA, Health Care Leadership
Rockhurst University 2001 — 2005
BSBA, Management and Economics
Larry Biggie Larry Biggie's Union Bank Experience December 2001 - November 2009
Job Infrastructure Program Group Supplier Management Office Lead
Industry Hospital & Health Care
Experience
Kaiser Permanente IT October 2012 - Present
First Republic Bank September 2011 - September 2012
French Press Films January 2010 - August 2011
Union Bank December 2001 - November 2009
Epiphany June 2000 - May 2001
Bank of America September 1997 - May 2000
Ascend Communications April 1995 - June 1997
Skills
Vendor Management, Contract Negotiation, Risk Management, Performance Management, Project Management, Strategy, Integration, Project Planning, Professional Services, Business Strategy, Business Process, Leadership, Process Improvement, Strategic Planning, Telecommunications, PMP, Business Analysis
Education
Syracuse University College of Law 1991 — 1994
J.D.
Saint Bonaventure University 1987 — 1991
B.A. with Honors
Nichols School 1983 — 1987
Diploma
Kaiser Permanente IT October 2012 - Present
First Republic Bank September 2011 - September 2012
French Press Films January 2010 - August 2011
Union Bank December 2001 - November 2009
Epiphany June 2000 - May 2001
Bank of America September 1997 - May 2000
Ascend Communications April 1995 - June 1997
Skills
Vendor Management, Contract Negotiation, Risk Management, Performance Management, Project Management, Strategy, Integration, Project Planning, Professional Services, Business Strategy, Business Process, Leadership, Process Improvement, Strategic Planning, Telecommunications, PMP, Business Analysis
Education
Syracuse University College of Law 1991 — 1994
J.D.
Saint Bonaventure University 1987 — 1991
B.A. with Honors
Nichols School 1983 — 1987
Diploma
Thomas Smyth Thomas Smyth's Union Bank Experience 1990 - 1994
Job United Lending Partners & California Realty Partners, Social Media Manager / Talent Acquisition
Industry Real Estate
Experience
United Lending Partners & California Realty Partners November 2011 - Present
ZipRealty July 2005 - March 2011
Longs Drugs January 2002 - May 2005
Initial Finacial Staffing 1994 - 1999
Union Bank 1990 - 1994
Skills
Real Estate, Loans, Recruiting, Banking, Temporary Placement, Mortgage Lending, FHA, Relocation, Referrals, Investment Properties, Short Sales, Negotiation, Talent Acquisition, Finance, Sales, Mortgage Banking, Refinance, First Time Home Buyers, REO, Foreclosures, Residential Homes, Buyer Representation, Investors, Contract Negotiation, Listings, Marketing, Selling, Buyers, Real Estate Financing, Sellers, Condos, USDA, Single Family Homes, Financial Analysis, Property, Credit, VA loans, Residential Mortgages, FHA financing, Real Estate Transactions, Management
Education
St. Mary's College of California 1988 — 1989
Masters, Business
St. Mary's College of California 1983 — 1987
Business, Masters
United Lending Partners & California Realty Partners November 2011 - Present
ZipRealty July 2005 - March 2011
Longs Drugs January 2002 - May 2005
Initial Finacial Staffing 1994 - 1999
Union Bank 1990 - 1994
Skills
Real Estate, Loans, Recruiting, Banking, Temporary Placement, Mortgage Lending, FHA, Relocation, Referrals, Investment Properties, Short Sales, Negotiation, Talent Acquisition, Finance, Sales, Mortgage Banking, Refinance, First Time Home Buyers, REO, Foreclosures, Residential Homes, Buyer Representation, Investors, Contract Negotiation, Listings, Marketing, Selling, Buyers, Real Estate Financing, Sellers, Condos, USDA, Single Family Homes, Financial Analysis, Property, Credit, VA loans, Residential Mortgages, FHA financing, Real Estate Transactions, Management
Education
St. Mary's College of California 1988 — 1989
Masters, Business
St. Mary's College of California 1983 — 1987
Business, Masters
Martin Baker's Union Bank Experience July 2013 - December 2013
Job Assistant Office Manager at Veterans United Home Loans
Industry Financial Services
Experience
Rosewood San Diego March 2014 - Present
ThisSongSlaps.com February 2012 - Present
Veterans United Home Loans August 2014 - October 2014
Union Bank July 2013 - December 2013
US Navy October 2010 - August 2012
US Navy June 2007 - August 2010
Skills
Security Clearance, Marketing, Military, Navy, Social Media Marketing, DoD, Social Media, Military Experience, Military Operations, Government, Online Marketing, Supervisory Skills, Public Relations, Public Speaking, Digital Marketing, Social Media Consulting, Blogging, Social Media Blogging, Online Advertising, Executive..., Facebook, Administrative..., Operational Planning, Interviews, Organizational..., Military Training, Brand Development, Brand Management, Communication, Mass Communication, Music Journalism, Streetwear, Online Journalism, Journalism, Entertainment Journalism, Digital Media, Music Industry, Hip Hop, Rap, Fashion Design, Blogger, Strategic Public..., Consulting, Branding Consultancy, Brand Consulting, Information Assurance, Creative Direction, Office Management, Front Office, Instructor-led Training
Education
San Diego Mesa College 2014 — 2016
Business, Management, Marketing, and Related Support Services
Rosewood San Diego March 2014 - Present
ThisSongSlaps.com February 2012 - Present
Veterans United Home Loans August 2014 - October 2014
Union Bank July 2013 - December 2013
US Navy October 2010 - August 2012
US Navy June 2007 - August 2010
Skills
Security Clearance, Marketing, Military, Navy, Social Media Marketing, DoD, Social Media, Military Experience, Military Operations, Government, Online Marketing, Supervisory Skills, Public Relations, Public Speaking, Digital Marketing, Social Media Consulting, Blogging, Social Media Blogging, Online Advertising, Executive..., Facebook, Administrative..., Operational Planning, Interviews, Organizational..., Military Training, Brand Development, Brand Management, Communication, Mass Communication, Music Journalism, Streetwear, Online Journalism, Journalism, Entertainment Journalism, Digital Media, Music Industry, Hip Hop, Rap, Fashion Design, Blogger, Strategic Public..., Consulting, Branding Consultancy, Brand Consulting, Information Assurance, Creative Direction, Office Management, Front Office, Instructor-led Training
Education
San Diego Mesa College 2014 — 2016
Business, Management, Marketing, and Related Support Services
Deborah Carbone's Union Bank Experience April 2013 - July 2014
Job Investigative Analyst at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Americas April 2013 - Present
Union Bank April 2013 - July 2014
Robert Half Legal 2012 - 2013
Ross Stores 2011 - 2012
Charles Schwab 2010 - 2011
AAA Northern California, Nevada & Utah - (California State Automobile Association) 2000 - 2010
Skills
Detail-oriented, Analytical, Research, Due Diligence, Information Gathering, Document Management, Writing, Public Records, Legal, LexisNexis, Westlaw
Education
Saint Mary's College of California
Bachelor's Degree
St. Mary's College of California
Paralegal Certificate - (ABA-approved)
MUFG Americas April 2013 - Present
Union Bank April 2013 - July 2014
Robert Half Legal 2012 - 2013
Ross Stores 2011 - 2012
Charles Schwab 2010 - 2011
AAA Northern California, Nevada & Utah - (California State Automobile Association) 2000 - 2010
Skills
Detail-oriented, Analytical, Research, Due Diligence, Information Gathering, Document Management, Writing, Public Records, Legal, LexisNexis, Westlaw
Education
Saint Mary's College of California
Bachelor's Degree
St. Mary's College of California
Paralegal Certificate - (ABA-approved)
Anthony Eden Anthony Eden's Union Bank Experience January 2012 - January 2013
Job Junior Loan Officer / Loan Officer Assistant at Bay Equity, LLC
Industry Financial Services
Experience
Bay Equity, LLC April 2015 - Present
New American Funding June 2013 - April 2015
Home & Loan Finders May 2013 - June 2013
Carrington Mortgage Services January 2013 - April 2013
Union Bank January 2012 - January 2013
Skills
Sales, Microsoft Office, Social Media, Leadership, Hotels, Outlook, Microsoft Word, Customer Service, PowerPoint, First Time Home Buyers, Mortgage Lending, Refinance, Social Media Marketing, Recruiting, Finance, Real Estate, Banking, Mortgage Banking, FHA, Credit, Residential Mortgages, Loan Origination, Home Equity Loans, Loan Servicing, Construction Loans, Compliance, Loans, VA loans, Organization, VA Loans
Education
UCSD Extension 2011 — 2011
Paralegal Certificate
San Diego State University-California State University 2005 — 2009
BS Criminal Justice, Minor: Psychology
Serra High School 2001 — 2005
De Portola Middle School
Bay Equity, LLC April 2015 - Present
New American Funding June 2013 - April 2015
Home & Loan Finders May 2013 - June 2013
Carrington Mortgage Services January 2013 - April 2013
Union Bank January 2012 - January 2013
Skills
Sales, Microsoft Office, Social Media, Leadership, Hotels, Outlook, Microsoft Word, Customer Service, PowerPoint, First Time Home Buyers, Mortgage Lending, Refinance, Social Media Marketing, Recruiting, Finance, Real Estate, Banking, Mortgage Banking, FHA, Credit, Residential Mortgages, Loan Origination, Home Equity Loans, Loan Servicing, Construction Loans, Compliance, Loans, VA loans, Organization, VA Loans
Education
UCSD Extension 2011 — 2011
Paralegal Certificate
San Diego State University-California State University 2005 — 2009
BS Criminal Justice, Minor: Psychology
Serra High School 2001 — 2005
De Portola Middle School
Rosa Viera Rosa Viera's Union Bank Experience December 2014 - Present
Job at
Industry Banking
Experience
Union Bank December 2014 - Present
Union Bank October 2002 - December 2014
Skills
Banking, Loans, Retail Banking, Mortgage Lending, Consumer Lending
Education
San Diego City College 2003 — 2007
Union Bank December 2014 - Present
Union Bank October 2002 - December 2014
Skills
Banking, Loans, Retail Banking, Mortgage Lending, Consumer Lending
Education
San Diego City College 2003 — 2007
Gustavo Maestre's Union Bank Experience February 2013 - May 2014
Job Recruiter at Capstone Partners Financial and Insurance Services, LLC. Mass Mutual
Industry Human Resources
Experience
Capstone Partners Financial and Insurance Services - Mass Mutual August 2015 - Present
Bank of America May 2014 - August 2015
Union Bank February 2013 - May 2014
Citi June 2012 - February 2013
Chase March 2011 - June 2012
Verizon Wireless February 2000 - January 2011
US Navy August 1995 - October 1998
Skills
Leadership, Customer Satisfaction, Finance, Sales Management, Customer Retention, Loans, Retail, Customer Experience, Training, Recruiting, Mortgage Lending, Cold Calling, Direct Sales, Retail Banking, Team Building, Networking, Sales Process, Sales Presentations, Sales Operations, Small Business, Sales Manager, Employee Training, Notary Public, Rapport Building, Employee Relations, Problem Solving, Selling, Mortgage, Wireless, Operational Streamlining, Highly detail oriented, Interpersonal..., Lending, Communication, Trainer, Team Player, Consultative Selling, B2B, Net Promoter Score, Interviewing, P&L, Staff Development, Program Development, Training Development, Face to Face Sales, Staff Motivation, Business Advising, Payroll Sales, Merchant Services, NMLS
Education
Strayer University
Bachelor of Business Administration (B.B.A.)
Riverside City College
Associate of Arts (AA), General Studies
Riverside City College
Associate of Science (A.S.), Business Administration, Management and Operations
Capstone Partners Financial and Insurance Services - Mass Mutual August 2015 - Present
Bank of America May 2014 - August 2015
Union Bank February 2013 - May 2014
Citi June 2012 - February 2013
Chase March 2011 - June 2012
Verizon Wireless February 2000 - January 2011
US Navy August 1995 - October 1998
Skills
Leadership, Customer Satisfaction, Finance, Sales Management, Customer Retention, Loans, Retail, Customer Experience, Training, Recruiting, Mortgage Lending, Cold Calling, Direct Sales, Retail Banking, Team Building, Networking, Sales Process, Sales Presentations, Sales Operations, Small Business, Sales Manager, Employee Training, Notary Public, Rapport Building, Employee Relations, Problem Solving, Selling, Mortgage, Wireless, Operational Streamlining, Highly detail oriented, Interpersonal..., Lending, Communication, Trainer, Team Player, Consultative Selling, B2B, Net Promoter Score, Interviewing, P&L, Staff Development, Program Development, Training Development, Face to Face Sales, Staff Motivation, Business Advising, Payroll Sales, Merchant Services, NMLS
Education
Strayer University
Bachelor of Business Administration (B.B.A.)
Riverside City College
Associate of Arts (AA), General Studies
Riverside City College
Associate of Science (A.S.), Business Administration, Management and Operations
Kim Timoney Kim Timoney's Union Bank Experience June 2006 - November 2013
Job Business Development Officer
Industry Banking
Experience
Arrowhead Credit Union May 2015 - Present
US BANK October 2013 - August 2014
Union Bank June 2006 - November 2013
US Bank November 2012 - September 2013
Union Bank February 2007 - May 2009
Union Bank August 1999 - January 2007
Skills
Loans, Commercial Banking, Finance, Sales, Business Development, Credit, Banking, Refinance, Management
Education
Riverside Community College 2000 — 2004
Arrowhead Credit Union May 2015 - Present
US BANK October 2013 - August 2014
Union Bank June 2006 - November 2013
US Bank November 2012 - September 2013
Union Bank February 2007 - May 2009
Union Bank August 1999 - January 2007
Skills
Loans, Commercial Banking, Finance, Sales, Business Development, Credit, Banking, Refinance, Management
Education
Riverside Community College 2000 — 2004
Danny Michael, CFP® AIF® Danny Michael, CFP® AIF®'s Union Bank Experience 2004 - 2007
Job Financial Planner at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc. June 2014 - Present
Northern Trust August 2010 - May 2014
US Bank July 2008 - July 2010
Union Bank 2004 - 2007
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Finance, Estate Planning, Investment Management, Investment Advisory, Mutual Funds, Investment Strategies, Certified Financial..., Retirement Planning, Portfolio Management, Asset Managment, Financial Services, Securities, Alternative Investments, 401k, Private Banking, Series 63, Equities, High Net Worth..., Insurance, Financial Planners, Wealth Management..., FINRA, Financial Advisory, Retirement, Wealth, ETFs, Series 65, Relationship Management, Fixed Income, Bonds, Asset Allocation, Tax, Management, Series 7, Risk Management, Team Building, Chartered Market...
Education
San Diego State University-California State University 2007 — 2008
MSBA, Financial and Tax Planning
University of California, Riverside 1995 — 2000
BS, Business Administration
Pure Financial Advisors, Inc. June 2014 - Present
Northern Trust August 2010 - May 2014
US Bank July 2008 - July 2010
Union Bank 2004 - 2007
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Finance, Estate Planning, Investment Management, Investment Advisory, Mutual Funds, Investment Strategies, Certified Financial..., Retirement Planning, Portfolio Management, Asset Managment, Financial Services, Securities, Alternative Investments, 401k, Private Banking, Series 63, Equities, High Net Worth..., Insurance, Financial Planners, Wealth Management..., FINRA, Financial Advisory, Retirement, Wealth, ETFs, Series 65, Relationship Management, Fixed Income, Bonds, Asset Allocation, Tax, Management, Series 7, Risk Management, Team Building, Chartered Market...
Education
San Diego State University-California State University 2007 — 2008
MSBA, Financial and Tax Planning
University of California, Riverside 1995 — 2000
BS, Business Administration
Jimmie Lew Jimmie Lew's Union Bank Experience May 2013 - September 2014
Job Business Administrator for Danilo Nesovic Designer & Builder
Industry Marketing and Advertising
Experience
Danilo Nesovic Designer & Builder September 2014 - Present
Union Bank May 2013 - September 2014
RankPay August 2010 - March 2013
EINSOF Marketing Group July 2007 - July 2009
Skills
Project Management, Social Media Marketing, SEO, Copywriting, Microsoft Office, Web Analytics, Event Planning, Social Media, Writing, Social Networking
Education
San Diego Mesa College 2011 — 2011
Communication and Media Studies
Patrick Henry High School 2000 — 2004
Danilo Nesovic Designer & Builder September 2014 - Present
Union Bank May 2013 - September 2014
RankPay August 2010 - March 2013
EINSOF Marketing Group July 2007 - July 2009
Skills
Project Management, Social Media Marketing, SEO, Copywriting, Microsoft Office, Web Analytics, Event Planning, Social Media, Writing, Social Networking
Education
San Diego Mesa College 2011 — 2011
Communication and Media Studies
Patrick Henry High School 2000 — 2004
Irina Rabinovich Irina Rabinovich's Union Bank Experience February 2013 - Present
Job Vice President Branch Manager at Union Bank
Industry Banking
Experience
Union Bank February 2013 - Present
U.S. Bank August 2005 - February 2013
U.S. Bank 2003 - 2005
Wells Fargo 2002 - 2003
Provident Credit Union April 1988 - August 2001
Skills
Management, Banking, Branch Banking, Business Development, Retail Banking, Leadership, CRM, Mortgage Lending, Credit, Credit Analysis, Loans, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending
Education
Saint Petersburg State University of Finance and Economics
Bachelor of Arts (B.A.), Economics
Union Bank February 2013 - Present
U.S. Bank August 2005 - February 2013
U.S. Bank 2003 - 2005
Wells Fargo 2002 - 2003
Provident Credit Union April 1988 - August 2001
Skills
Management, Banking, Branch Banking, Business Development, Retail Banking, Leadership, CRM, Mortgage Lending, Credit, Credit Analysis, Loans, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending
Education
Saint Petersburg State University of Finance and Economics
Bachelor of Arts (B.A.), Economics
Arlene Munemura Arlene Munemura's Union Bank Experience 1997 - 1999
Job Sr. Reinsurance Business Systems Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life July 2003 - Present
Pacific Life 2003 - 2013
Union Bank 1997 - 1999
Ralphs Grocery Company 1989 - 1997
Skills
Insurance, Life Insurance, Business Analysis
Education
Roosevelt University
B.G.S, Computer Science
University of Hawaii at Manoa
B.S., Human Development
Pacific Life July 2003 - Present
Pacific Life 2003 - 2013
Union Bank 1997 - 1999
Ralphs Grocery Company 1989 - 1997
Skills
Insurance, Life Insurance, Business Analysis
Education
Roosevelt University
B.G.S, Computer Science
University of Hawaii at Manoa
B.S., Human Development
Michael Innis-Thompson Michael Innis-Thompson's Union Bank Experience March 2012 - Present
Job Managing Director, Head of Community Lending at Union Bank
Industry Financial Services
Experience
Union Bank March 2012 - Present
Union Bank November 2010 - March 2012
Bank of America September 2009 - November 2010
Bank of America June 2006 - September 2009
Freddie Mac April 2000 - June 2006
Wells Fargo Home Mortgage June 1998 - March 2000
Skills
Mortgage, Credit Risk, Loans, Credit, Banking
Education
Rutgers University-New Brunswick
B.A., Mathematics
Union Bank March 2012 - Present
Union Bank November 2010 - March 2012
Bank of America September 2009 - November 2010
Bank of America June 2006 - September 2009
Freddie Mac April 2000 - June 2006
Wells Fargo Home Mortgage June 1998 - March 2000
Skills
Mortgage, Credit Risk, Loans, Credit, Banking
Education
Rutgers University-New Brunswick
B.A., Mathematics
Alicia Burgin Alicia Burgin's Union Bank Experience March 2006 - Present
Job Systems Analyst at Union Bank
Industry Information Technology and Services
Experience
Union Bank March 2006 - Present
Skills
Adobe Photoshop, Rumba, Microsoft Office, Microsoft Excel, Microsoft Word, MKS, Peregrine, Photography, OASIS, MKS Integrity, Clarity, Outlook, Project Management, Visio, SharePoint, Project Planning, SDLC, Databases, PowerPoint, Analysis, Agile Methodologies, Waterfall, Requirements Analysis, Photoshop, Integration, Software Project...
Education
University of California, San Diego 2005 — 2007
BA, Psychology
San Diego Mesa College 2002 — 2004
Union Bank March 2006 - Present
Skills
Adobe Photoshop, Rumba, Microsoft Office, Microsoft Excel, Microsoft Word, MKS, Peregrine, Photography, OASIS, MKS Integrity, Clarity, Outlook, Project Management, Visio, SharePoint, Project Planning, SDLC, Databases, PowerPoint, Analysis, Agile Methodologies, Waterfall, Requirements Analysis, Photoshop, Integration, Software Project...
Education
University of California, San Diego 2005 — 2007
BA, Psychology
San Diego Mesa College 2002 — 2004
Cayla Kevlik's Union Bank Experience April 2012 - August 2012
Job Summer Intern at Coalition For Buzzards Bay
Industry Law Practice
Experience
Coalition For Buzzards Bay May 2015 - Present
The Common Man Family May 2011 - Present
Conservation Law Foundation January 2015 - May 2015
Rhode Island Senate Policy Office May 2014 - July 2014
The Law Office of Ken Amoriggi May 2013 - September 2013
Union Bank April 2012 - August 2012
U.S.D.A. Forest Service May 2011 - September 2011
New Hampshire Attorney General's Office, Environmental Protection Bureau February 2011 - May 2011
Skills
Environmental Policy, Legal Research, Legal Writing, Legal Documents, Environmental Issues, Environmental Education, Environmental Impact..., Legal Compliance, Research, Lexis, Westlaw, Air Quality, Political Science, Community Outreach, Environmental Awareness, Wordperfect, Legislation, Time Management
Education
Roger Williams University School of Law 2013 — 2016
Doctor of Law (J.D.), Energy, Environment, and Natural Resources Law
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Environmental Conservation with a duel degree in Justice Studies
Coalition For Buzzards Bay May 2015 - Present
The Common Man Family May 2011 - Present
Conservation Law Foundation January 2015 - May 2015
Rhode Island Senate Policy Office May 2014 - July 2014
The Law Office of Ken Amoriggi May 2013 - September 2013
Union Bank April 2012 - August 2012
U.S.D.A. Forest Service May 2011 - September 2011
New Hampshire Attorney General's Office, Environmental Protection Bureau February 2011 - May 2011
Skills
Environmental Policy, Legal Research, Legal Writing, Legal Documents, Environmental Issues, Environmental Education, Environmental Impact..., Legal Compliance, Research, Lexis, Westlaw, Air Quality, Political Science, Community Outreach, Environmental Awareness, Wordperfect, Legislation, Time Management
Education
Roger Williams University School of Law 2013 — 2016
Doctor of Law (J.D.), Energy, Environment, and Natural Resources Law
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Environmental Conservation with a duel degree in Justice Studies
Dell de Fabry Dell de Fabry's Union Bank Experience October 2012 - December 2012
Job Senior Change Manager at Kaiser Permanente
Industry Management Consulting
Experience
Kaiser Permanente March 2015 - Present
Bank of America February 2014 - Present
EDF Renewable Energy July 2013 - February 2014
Union Bank October 2012 - December 2012
Bank of America June 2011 - October 2012
Robert Half Management Resources March 2011 - June 2011
PETCO Animal Supplies, Inc. December 2009 - February 2011
PETCO Animal Supplies, Inc. 2008 - 2009
The MASYC Group, Inc. February 2005 - September 2008
North County Transit March 2002 - February 2005
Skills
Six Sigma Black Belt..., Lean Operations..., Business Turnaround, Treasury Management, Change Management, Project Implementation, Corporate Finance, Kaizen Facilitation, Value Stream Mapping, Business Planning, Root Cause Analysis, Financial Reporting, Project Execution, Business Process..., Cash Flow Forecasting, Loan Structuring, Foreign Exchange..., Operational Excellence, Project Management, Strategy, Six Sigma, Business Process, Kaizen, Strategic Planning, Program Management, Management, Risk Management, Financial Structuring
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of Southern California
BA, Economics
Stanford University
Post graduate corporate finance, Accounting and Finance
University of California, San Diego
Six Sigma Black Belt
University of California, San Diego
Lean Enterprise Management
San Diego State University-California State University
Operational Excellence
Kaiser Permanente March 2015 - Present
Bank of America February 2014 - Present
EDF Renewable Energy July 2013 - February 2014
Union Bank October 2012 - December 2012
Bank of America June 2011 - October 2012
Robert Half Management Resources March 2011 - June 2011
PETCO Animal Supplies, Inc. December 2009 - February 2011
PETCO Animal Supplies, Inc. 2008 - 2009
The MASYC Group, Inc. February 2005 - September 2008
North County Transit March 2002 - February 2005
Skills
Six Sigma Black Belt..., Lean Operations..., Business Turnaround, Treasury Management, Change Management, Project Implementation, Corporate Finance, Kaizen Facilitation, Value Stream Mapping, Business Planning, Root Cause Analysis, Financial Reporting, Project Execution, Business Process..., Cash Flow Forecasting, Loan Structuring, Foreign Exchange..., Operational Excellence, Project Management, Strategy, Six Sigma, Business Process, Kaizen, Strategic Planning, Program Management, Management, Risk Management, Financial Structuring
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of Southern California
BA, Economics
Stanford University
Post graduate corporate finance, Accounting and Finance
University of California, San Diego
Six Sigma Black Belt
University of California, San Diego
Lean Enterprise Management
San Diego State University-California State University
Operational Excellence
Jenner Balagot Jenner Balagot's Union Bank Experience June 2006 - March 2014
Job Compliance at Airbnb and moonlight Sushi Chef
Industry Financial Services
Experience
Airbnb March 2014 - Present
ACAMS April 2012 - December 2014
Union Bank June 2006 - March 2014
Wells Fargo Bank September 2003 - June 2006
U.S. Department of State April 2003 - September 2003
Shogun Japanese Restaurant May 2001 - July 2002
Skills
BSA/AML Expert, Certified SCUBA Diver, Management, AML, Compliance, Risk Management, OFAC, KYC, Financial Risk, Data Analysis, Risk Assessment, Banking, Operational Risk..., Investigation, Operational Risk, Scuba Diving, Forecasting, Cross-functional Team..., Bank Secrecy Act, Fraud, Due Diligence, Training, Enterprise Risk..., Private Banking, Retail Banking
Education
St. Mary's College of California 2011 — 2012
Master of Business Administration (M.B.A.), Trans-Global Executive Masters of Business Adminstration
University of California, Santa Cruz 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Airbnb March 2014 - Present
ACAMS April 2012 - December 2014
Union Bank June 2006 - March 2014
Wells Fargo Bank September 2003 - June 2006
U.S. Department of State April 2003 - September 2003
Shogun Japanese Restaurant May 2001 - July 2002
Skills
BSA/AML Expert, Certified SCUBA Diver, Management, AML, Compliance, Risk Management, OFAC, KYC, Financial Risk, Data Analysis, Risk Assessment, Banking, Operational Risk..., Investigation, Operational Risk, Scuba Diving, Forecasting, Cross-functional Team..., Bank Secrecy Act, Fraud, Due Diligence, Training, Enterprise Risk..., Private Banking, Retail Banking
Education
St. Mary's College of California 2011 — 2012
Master of Business Administration (M.B.A.), Trans-Global Executive Masters of Business Adminstration
University of California, Santa Cruz 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Chad Little Chad Little's Union Bank Experience May 2011 - Present
Job Director, Sales Support Residential Lending
Industry Banking
Experience
California Prostate Cancer Coalition March 2015 - Present
Us Too International Inc January 2015 - Present
Union Bank May 2011 - Present
Pints for Prostates July 2009 - Present
Tsongas Litigation Consulting September 1998 - Present
Reunion Mortgage June 2008 - October 2009
WaMu June 2006 - June 2008
WaMu January 2002 - June 2006
Louisiana Pacific July 1999 - December 2001
San Diego State University September 1995 - June 1997
Skills
Project Management, Public Speaking, Mortgage Lending, Loans, Credit, Banking, Team Building, Team Leadership, Process Improvement, Microsoft Excel, Sales, Strategic Planning, Financial Analysis, Vendor Management, Training, Account Management, Risk Management, Management, Microsoft Office, Budgets, Marketing, CRM, Leadership, PowerPoint, Strategy, Project Planning, Negotiation, Program Management
Education
San Diego State University-California State University 1995 — 1997
MA, Communication
San Diego State University-California State University 1992 — 1995
BA, Speech Communication
HBHS 1986 — 1990
California Prostate Cancer Coalition March 2015 - Present
Us Too International Inc January 2015 - Present
Union Bank May 2011 - Present
Pints for Prostates July 2009 - Present
Tsongas Litigation Consulting September 1998 - Present
Reunion Mortgage June 2008 - October 2009
WaMu June 2006 - June 2008
WaMu January 2002 - June 2006
Louisiana Pacific July 1999 - December 2001
San Diego State University September 1995 - June 1997
Skills
Project Management, Public Speaking, Mortgage Lending, Loans, Credit, Banking, Team Building, Team Leadership, Process Improvement, Microsoft Excel, Sales, Strategic Planning, Financial Analysis, Vendor Management, Training, Account Management, Risk Management, Management, Microsoft Office, Budgets, Marketing, CRM, Leadership, PowerPoint, Strategy, Project Planning, Negotiation, Program Management
Education
San Diego State University-California State University 1995 — 1997
MA, Communication
San Diego State University-California State University 1992 — 1995
BA, Speech Communication
HBHS 1986 — 1990
Leslie Sheridan Leslie Sheridan's Union Bank Experience September 1986 - August 2004
Job Account Manager at Benchmark Landscape
Industry
Experience
Benchmark Landscape May 2007 - Present
Union Bank September 1986 - August 2004
Skills
Landscape Maintenance, Irrigation, Landscape Design, Sustainability, Landscaping, Water Management, Horticulture, Customer Service
Education
San Diego Mesa College
AA, Landscape Architecture
Benchmark Landscape May 2007 - Present
Union Bank September 1986 - August 2004
Skills
Landscape Maintenance, Irrigation, Landscape Design, Sustainability, Landscaping, Water Management, Horticulture, Customer Service
Education
San Diego Mesa College
AA, Landscape Architecture
Robert Landez Robert Landez's Union Bank Experience December 2006 - December 2012
Job Financial Services Representative at Mission Federal Credit Union
Industry Banking
Experience
Mission Federal Credit Union November 2013 - Present
Union Bank December 2006 - December 2012
Bank of America June 2004 - December 2006
University of Nevada School of Medicine August 2003 - May 2004
Skills
Retail Banking, Small Business..., Small Business Lending, Banking Operations, Bank Relationship..., English, English grammar, Writing Skills, Sales Presentations, Banking, Business Development, Financial Services, Credit Analysis
Education
University of Nevada 2003 — 2005
International Business
University of Nevada-Reno 2003 — 2005
English Composition
Desert Hot Springs High School 2001 — 2003
San Diego Mesa College
Associates, English Composition
Mission Federal Credit Union November 2013 - Present
Union Bank December 2006 - December 2012
Bank of America June 2004 - December 2006
University of Nevada School of Medicine August 2003 - May 2004
Skills
Retail Banking, Small Business..., Small Business Lending, Banking Operations, Bank Relationship..., English, English grammar, Writing Skills, Sales Presentations, Banking, Business Development, Financial Services, Credit Analysis
Education
University of Nevada 2003 — 2005
International Business
University of Nevada-Reno 2003 — 2005
English Composition
Desert Hot Springs High School 2001 — 2003
San Diego Mesa College
Associates, English Composition
Carie Raddatz, PHR Carie Raddatz, PHR's Union Bank Experience June 1981 - September 1987
Job Sr. Recruiter, PacifiCorp / Rocky Mountain Power, Salt Lake City, UT
Industry Utilities
Experience
PacifiCorp May 2007 - Present
Manpower of Utah August 2002 - May 2007
SEARS and Roebuck, Inc July 2001 - June 2002
Intermountain Healthcare July 2000 - July 2001
Cuisine Unlimited, Inc August 1990 - September 1999
Sheet Metal Contractors Association March 1990 - August 1995
Church Educational System August 1988 - August 1990
Manpower Temporary Services September 1987 - August 1988
Union Bank June 1981 - September 1987
Skills
Full-cycle Recruiting, College Recruiting, Taleo, Employee Benefits, Payroll, Talent Management, Performance Management, Sourcing, Workforce Planning, Human Resources, Succession Planning, Employee Engagement, PeopleSoft, Benefits Administration, Internet Recruiting, Recruitment Advertising, Employer Branding, University Relations, High Volume Staffing, Talent Pipelining, New Hire Orientations, Personnel Management, Interviews, FMLA, Management, Organizational..., Job Descriptions, Resume Writing, Temporary Placement, Leadership Development, Employee Training, Hiring
Education
Western Governors University 2009 — 2013
Bachelor's of Science - Human Resource Management, HR Management -
Salt Lake Community College 1998 — 2001
AAS Business Management, Business Management/Human Resources
PacifiCorp May 2007 - Present
Manpower of Utah August 2002 - May 2007
SEARS and Roebuck, Inc July 2001 - June 2002
Intermountain Healthcare July 2000 - July 2001
Cuisine Unlimited, Inc August 1990 - September 1999
Sheet Metal Contractors Association March 1990 - August 1995
Church Educational System August 1988 - August 1990
Manpower Temporary Services September 1987 - August 1988
Union Bank June 1981 - September 1987
Skills
Full-cycle Recruiting, College Recruiting, Taleo, Employee Benefits, Payroll, Talent Management, Performance Management, Sourcing, Workforce Planning, Human Resources, Succession Planning, Employee Engagement, PeopleSoft, Benefits Administration, Internet Recruiting, Recruitment Advertising, Employer Branding, University Relations, High Volume Staffing, Talent Pipelining, New Hire Orientations, Personnel Management, Interviews, FMLA, Management, Organizational..., Job Descriptions, Resume Writing, Temporary Placement, Leadership Development, Employee Training, Hiring
Education
Western Governors University 2009 — 2013
Bachelor's of Science - Human Resource Management, HR Management -
Salt Lake Community College 1998 — 2001
AAS Business Management, Business Management/Human Resources
Polly LeDe Polly LeDe's Union Bank Experience April 1995 - October 1997
Job Banking Professional
Industry Banking
Experience
Union Bank April 1995 - October 1997
Cabrillo Federal Credit Union March 1993 - March 1995
Skills
Customer Service, Customer Relations, Problem Solving, Microsoft Office, Team Building, Advertising, Banking, Credit, Excel, Loans, Compliance, Word, Accounting, Administration, Auditing
Education
San Diego Mesa College 1992 — 1994
Associate in Science, Business Management
San Diego Mesa College 1992 — 1994
Associate in Science, Marketing
Union Bank April 1995 - October 1997
Cabrillo Federal Credit Union March 1993 - March 1995
Skills
Customer Service, Customer Relations, Problem Solving, Microsoft Office, Team Building, Advertising, Banking, Credit, Excel, Loans, Compliance, Word, Accounting, Administration, Auditing
Education
San Diego Mesa College 1992 — 1994
Associate in Science, Business Management
San Diego Mesa College 1992 — 1994
Associate in Science, Marketing
Brad McGinnis's Union Bank Experience November 2012 - Present
Job Director, Global Trust Services Business Unit Risk Manager at MUFG Union Bank N.A..
Industry Financial Services
Experience
Union Bank November 2012 - Present
Northern Trust August 2001 - November 2012
Northern Trust August 2001 - May 2008
Argent Funds Group October 1999 - August 2001
CNA Insurance September 1995 - October 1999
First National Bank of Chicago (now JP Morgan Chase) October 1989 - September 1995
American National Bank and Trust Company - Chicago March 1988 - October 1989
FDIC 1987 - March 1988
Oak Lawn National Bank 1984 - 1987
Skills
Compliance, Vendor Management, Risk Management, Process Improvement, Operations Management, Outsourcing, Due Diligence, Risk, Financial Risk, Investments, Portfolio Management, Management, Business Process, Banking, Securities, Operational Risk
Education
Saint Xavier University 1982 — 1986
Union Bank November 2012 - Present
Northern Trust August 2001 - November 2012
Northern Trust August 2001 - May 2008
Argent Funds Group October 1999 - August 2001
CNA Insurance September 1995 - October 1999
First National Bank of Chicago (now JP Morgan Chase) October 1989 - September 1995
American National Bank and Trust Company - Chicago March 1988 - October 1989
FDIC 1987 - March 1988
Oak Lawn National Bank 1984 - 1987
Skills
Compliance, Vendor Management, Risk Management, Process Improvement, Operations Management, Outsourcing, Due Diligence, Risk, Financial Risk, Investments, Portfolio Management, Management, Business Process, Banking, Securities, Operational Risk
Education
Saint Xavier University 1982 — 1986
Lila Selby Lila Selby's Union Bank Experience March 1977 - August 1984
Job Broker/Realtor First Choice Realty Financial
Industry Real Estate
Experience
First Choice Realty Financial July 2008 - Present
Better Homes and Gardens, Heritage Properties January 2014 - September 2014
Senior American Funding March 2004 - June 2007
Century 21 Award January 1999 - October 2004
Island Safari Clothing Co. November 1990 - August 1994
Royal Jewel House August 1984 - August 1994
Union Bank March 1977 - August 1984
Skills
Real Estate, Mortgage Lending, Foreclosures, Notary Public, Retail Banking, Investment Banking, Indexed Annuities, Life Insurance, First Time Home Buyers, Vacant Land Sales, Single Family Homes, Reverse Mortgages, Seller Representation, Short Sales, Income Properties
Education
American Institute of Banking 1979 — 1981
Loan Administration
San Diego Mesa College 1979 — 1980
Accounting and Finance
University of the Virgin Islands 1970 — 1971
Business Administration
First Choice Realty Financial July 2008 - Present
Better Homes and Gardens, Heritage Properties January 2014 - September 2014
Senior American Funding March 2004 - June 2007
Century 21 Award January 1999 - October 2004
Island Safari Clothing Co. November 1990 - August 1994
Royal Jewel House August 1984 - August 1994
Union Bank March 1977 - August 1984
Skills
Real Estate, Mortgage Lending, Foreclosures, Notary Public, Retail Banking, Investment Banking, Indexed Annuities, Life Insurance, First Time Home Buyers, Vacant Land Sales, Single Family Homes, Reverse Mortgages, Seller Representation, Short Sales, Income Properties
Education
American Institute of Banking 1979 — 1981
Loan Administration
San Diego Mesa College 1979 — 1980
Accounting and Finance
University of the Virgin Islands 1970 — 1971
Business Administration
John Fanucchi, CPA John Fanucchi, CPA's Union Bank Experience July 2013 - Present
Job Banking Professional
Industry Banking
Experience
Union Bank July 2013 - Present
Bank of America May 2001 - February 2013
Bank of America January 1999 - December 2000
Bank of America January 1997 - December 1998
nCube December 1994 - December 1996
Coopers & Lybrand, LLC May 1992 - June 1994
Phoenix Leasing Incorporated September 1989 - May 1992
Phillip Winslow, CPA December 1987 - September 1989
Skills
High degree of software..., Independent Self-starter, Highly Organized &..., Strong written..., Risk Management, Banking, Finance, Financial Risk, Corporate Finance, Due Diligence, Accounting, Equities, Internal Audit
Education
St. Mary's College of California 1985 — 1986
Bachelor of Applied Science (B.A.Sc.), Accounting and Economics
San Francisco State University 1980 — 1984
Union Bank July 2013 - Present
Bank of America May 2001 - February 2013
Bank of America January 1999 - December 2000
Bank of America January 1997 - December 1998
nCube December 1994 - December 1996
Coopers & Lybrand, LLC May 1992 - June 1994
Phoenix Leasing Incorporated September 1989 - May 1992
Phillip Winslow, CPA December 1987 - September 1989
Skills
High degree of software..., Independent Self-starter, Highly Organized &..., Strong written..., Risk Management, Banking, Finance, Financial Risk, Corporate Finance, Due Diligence, Accounting, Equities, Internal Audit
Education
St. Mary's College of California 1985 — 1986
Bachelor of Applied Science (B.A.Sc.), Accounting and Economics
San Francisco State University 1980 — 1984
Brandy Orell Brandy Orell's Union Bank Experience 1996 - 2003
Job Senior Loan Processor at Mann Mortgage
Industry Banking
Experience
Mann Mortgage November 2013 - Present
The Lending Company May 2012 - October 2013
Wells Fargo Home Mortgage October 2011 - April 2012
Bank of America December 2009 - September 2011
JPMorgan Chase July 2008 - November 2009
DHI Mortgage August 2003 - June 2008
Union Bank 1996 - 2003
Skills
Finance, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Retail Banking, FHA, Jumbo Mortgage, Bonds, Loan Origination, Refinance, Banking, FHA financing, FHA Financing, Loans, VA Loans
Education
University of Phoenix-San Diego Campus 2002 — 2005
Accounting
Riverside Community College 1995 — 1998
Accounting and Finance
Jurupa Valley High School 1991 — 1994
Mann Mortgage November 2013 - Present
The Lending Company May 2012 - October 2013
Wells Fargo Home Mortgage October 2011 - April 2012
Bank of America December 2009 - September 2011
JPMorgan Chase July 2008 - November 2009
DHI Mortgage August 2003 - June 2008
Union Bank 1996 - 2003
Skills
Finance, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Retail Banking, FHA, Jumbo Mortgage, Bonds, Loan Origination, Refinance, Banking, FHA financing, FHA Financing, Loans, VA Loans
Education
University of Phoenix-San Diego Campus 2002 — 2005
Accounting
Riverside Community College 1995 — 1998
Accounting and Finance
Jurupa Valley High School 1991 — 1994
Dyke Mundy Dyke Mundy's Union Bank Experience July 2013 - Present
Job SVP Area Sales Manager at Union Bank
Industry Real Estate
Experience
Union Bank July 2013 - Present
Union Bank June 2011 - Present
Five Star Bank - California June 2009 - June 2011
Wachovia October 2006 - December 2008
World Savings October 2005 - December 2006
World Savings June 2002 - October 2005
Skills
Marketing, Mortgage Marketing, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Risk Management, Refinance, Residential Mortgages, Underwriting, USDA, Appraisals, Strategic Planning, Mortgage Servicing, Leadership, Credit, Real Estate, Management, Strategy, FHA, Mortgage Underwriting, FHA financing, Investment Properties, Valuation, VA loans, Credit Analysis, Loss Mitigation, Banking, Financial Services, Commercial Lending, Portfolio Management, Commercial Banking, Consumer Lending, Finance, Sales, Small Business Lending, Investments, Sales Management, Lines Of Credit, Credit Risk, Commercial Mortgages, Retail Banking, Home Equity Loans, Construction Loans, Financial Analysis, Loan Servicing, Real Estate Financing
Education
Saint Mary's College of California 1986 — 1989
MBA, Finance
Saint Mary's College of California 1982 — 1986
B.S.- Business Administration, Finance, Economics
MBA - Finance
Union Bank July 2013 - Present
Union Bank June 2011 - Present
Five Star Bank - California June 2009 - June 2011
Wachovia October 2006 - December 2008
World Savings October 2005 - December 2006
World Savings June 2002 - October 2005
Skills
Marketing, Mortgage Marketing, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Risk Management, Refinance, Residential Mortgages, Underwriting, USDA, Appraisals, Strategic Planning, Mortgage Servicing, Leadership, Credit, Real Estate, Management, Strategy, FHA, Mortgage Underwriting, FHA financing, Investment Properties, Valuation, VA loans, Credit Analysis, Loss Mitigation, Banking, Financial Services, Commercial Lending, Portfolio Management, Commercial Banking, Consumer Lending, Finance, Sales, Small Business Lending, Investments, Sales Management, Lines Of Credit, Credit Risk, Commercial Mortgages, Retail Banking, Home Equity Loans, Construction Loans, Financial Analysis, Loan Servicing, Real Estate Financing
Education
Saint Mary's College of California 1986 — 1989
MBA, Finance
Saint Mary's College of California 1982 — 1986
B.S.- Business Administration, Finance, Economics
MBA - Finance
Hugo Gindraux Hugo Gindraux's Union Bank Experience 2006 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank 2006 - Present
Skills
Structured Finance, Financial Services, Financial Markets, Securities, Bonds, Relationship Management, AML, KYC, Financial Institutions
Education
Rutgers University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Union Bank 2006 - Present
Skills
Structured Finance, Financial Services, Financial Markets, Securities, Bonds, Relationship Management, AML, KYC, Financial Institutions
Education
Rutgers University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Patricia Villalobos Patricia Villalobos's Union Bank Experience November 2009 - November 2011
Job Personal Banker at One West Bank
Industry Banking
Experience
One West Bank April 2013 - Present
Dollar Loan Center December 2012 - April 2013
Union Bank November 2009 - November 2011
Wells Fargo September 2008 - October 2009
Skills
Loan Servicing, Microsoft Office, OFAC, SBA 504, Branch Banking, Cash Flow Lending, Cross Selling, Analysis
Education
Rio Hondo College
Vocational, Real Estate
One West Bank April 2013 - Present
Dollar Loan Center December 2012 - April 2013
Union Bank November 2009 - November 2011
Wells Fargo September 2008 - October 2009
Skills
Loan Servicing, Microsoft Office, OFAC, SBA 504, Branch Banking, Cash Flow Lending, Cross Selling, Analysis
Education
Rio Hondo College
Vocational, Real Estate
Bradley Cook Bradley Cook's Union Bank Experience June 2008 - October 2012
Job Financial Services | Compliance | Operations | Institutional Investments | Trading
Industry Financial Services
Experience
Scottrade December 2012 - September 2014
Union Bank June 2008 - October 2012
Union Bank June 2003 - June 2008
Union Bank June 2000 - June 2003
Union Bank March 1999 - June 2000
Invesco US (formerly AIM/GT Global) October 1996 - October 1998
Boston Financial Data Services 1992 - 1996
Skills
Fixed Income, Portfolio Management, Finance, Securities, Investments, Bloomberg, Mutual Funds, Trading, Securities Lending, Equities, Trading Systems, Vendor Management, Financial Services, Process Improvement, Middle Office, Back Office, Hedge Funds, Series 7, Project Management, Client Relationship..., Treasury Management, Series 24, Series 63, Financial Analysis
Education
Rice University
Bachelor's degree Economics
Scottrade December 2012 - September 2014
Union Bank June 2008 - October 2012
Union Bank June 2003 - June 2008
Union Bank June 2000 - June 2003
Union Bank March 1999 - June 2000
Invesco US (formerly AIM/GT Global) October 1996 - October 1998
Boston Financial Data Services 1992 - 1996
Skills
Fixed Income, Portfolio Management, Finance, Securities, Investments, Bloomberg, Mutual Funds, Trading, Securities Lending, Equities, Trading Systems, Vendor Management, Financial Services, Process Improvement, Middle Office, Back Office, Hedge Funds, Series 7, Project Management, Client Relationship..., Treasury Management, Series 24, Series 63, Financial Analysis
Education
Rice University
Bachelor's degree Economics
Tim Swan Tim Swan's Union Bank Experience November 2012 - November 2014
Job Enterprise Data Management Leader
Industry Financial Services
Experience
Union Bank November 2012 - November 2014
Union Bank July 2012 - November 2012
BlackRock December 2009 - March 2012
Barclays Global Investors 2006 - 2009
Barclays Global Investors 2000 - 2006
Barclays Global Investors 1998 - 2000
Self Employed 1990 - 1998
Skills
Technology Strategy..., Technology Planning, Technology..., Global Management, Client Engagement, Customer Focus, Team Leadership, People Management, Performance Management, Software Product..., Software Project..., Software Design, Software Development, Technology Integration, Program Management, IT Governance, IT Management, Financial Management, Vendor Management, Contract Negotiation, Asset Management, CRM software, Sales Force..., Master Data Management, Business Intelligence, Asset Managment, Technology Product..., Management, CRM, Governance, Managerial Finance, Project Planning, Integration, Business Analysis, Executive Management, Agile Methodologies, Customer Engagement, Product Management, Financial Services, Outsourcing, IT Strategy, Analytics, SDLC, Strategy
Education
Rochester Institute of Technology 1980 — 1985
Bachelor of Science (B.S.)
Union Bank November 2012 - November 2014
Union Bank July 2012 - November 2012
BlackRock December 2009 - March 2012
Barclays Global Investors 2006 - 2009
Barclays Global Investors 2000 - 2006
Barclays Global Investors 1998 - 2000
Self Employed 1990 - 1998
Skills
Technology Strategy..., Technology Planning, Technology..., Global Management, Client Engagement, Customer Focus, Team Leadership, People Management, Performance Management, Software Product..., Software Project..., Software Design, Software Development, Technology Integration, Program Management, IT Governance, IT Management, Financial Management, Vendor Management, Contract Negotiation, Asset Management, CRM software, Sales Force..., Master Data Management, Business Intelligence, Asset Managment, Technology Product..., Management, CRM, Governance, Managerial Finance, Project Planning, Integration, Business Analysis, Executive Management, Agile Methodologies, Customer Engagement, Product Management, Financial Services, Outsourcing, IT Strategy, Analytics, SDLC, Strategy
Education
Rochester Institute of Technology 1980 — 1985
Bachelor of Science (B.S.)
Lisa Christy Lisa Christy's Union Bank Experience January 2014 - Present
Job Result Driven Professional
Industry Banking
Experience
Union Bank January 2014 - Present
Union Bank (via Collabrus, Inc.) November 2011 - March 2012
Fiserv July 2011 - October 2011
Williams Data Management (via Select Staffing) October 2010 - December 2010
Washington Mutual February 2001 - April 2009
American Commerical Bank December 1993 - November 2001
Skills
Customer Service, Process Improvement, Project Management, Banking
Education
Saddleback College 1986 — 1987
N/A, Interior Design
Santa Clara High School 1982 — 1986
N/A, General
Union Bank January 2014 - Present
Union Bank (via Collabrus, Inc.) November 2011 - March 2012
Fiserv July 2011 - October 2011
Williams Data Management (via Select Staffing) October 2010 - December 2010
Washington Mutual February 2001 - April 2009
American Commerical Bank December 1993 - November 2001
Skills
Customer Service, Process Improvement, Project Management, Banking
Education
Saddleback College 1986 — 1987
N/A, Interior Design
Santa Clara High School 1982 — 1986
N/A, General
Kevin Bruni Kevin Bruni's Union Bank Experience 2011 - 2015
Job Relationship Manager, Institutional Trust and Custody at Union Bank of California
Industry Financial Services
Experience
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
Denise Young Denise Young's Union Bank Experience November 1989 - Present
Job Group Technology Manager/Vice President at Union Bank
Industry Information Technology and Services
Experience
Union Bank November 1989 - Present
Electronic Data Systems August 1981 - October 1989
MTech August 1984 - October 1987
Skills
Banking, SDLC
Education
San Diego State University-California State University 1979 — 1981
Bachelor of Applied Science (B.A.Sc.)
Saint Vincent Ferrer
Union Bank November 1989 - Present
Electronic Data Systems August 1981 - October 1989
MTech August 1984 - October 1987
Skills
Banking, SDLC
Education
San Diego State University-California State University 1979 — 1981
Bachelor of Applied Science (B.A.Sc.)
Saint Vincent Ferrer
Donna Russo Donna Russo's Union Bank Experience January 2000 - November 2002
Job Business Consultant and Executive Coach
Industry Management Consulting
Experience
Lattitude Associates LLC September 2010 - Present
VSECU November 2002 - December 2009
Union Bank January 2000 - November 2002
R & A Human Resources Associates June 2000 - September 2001
Vermont State Colleges January 1989 - June 2000
Skills
Executive Coaching, Business Strategy, Team Building, Strategic Planning, Coaching, Performance Management, Change Management, Management Consulting, Conflict Resolution, HRIS, Leadership Development, Organizational..., Employee Engagement, Talent Management, Succession Planning, Staff Development, Career Development, Employee Relations, Organizational Change, Management Development, Organizational..., Personal Development, Process Improvement, HR Consulting, Training, Recruiting, Leadership, Interviews, Human Resources, Employee Benefits, Management, Program Management, Personnel Management, Conflict Management, Labor Relations, Mergers, Workshop Facilitation
Education
Saint Michael's College 1989 — 1992
Master of Science, Administration, Organizational Behavior and Human Resources
Trinity College 1984 — 1986
Bachelor of Science, Human Service Administration; Management and Human Services
Lattitude Associates LLC September 2010 - Present
VSECU November 2002 - December 2009
Union Bank January 2000 - November 2002
R & A Human Resources Associates June 2000 - September 2001
Vermont State Colleges January 1989 - June 2000
Skills
Executive Coaching, Business Strategy, Team Building, Strategic Planning, Coaching, Performance Management, Change Management, Management Consulting, Conflict Resolution, HRIS, Leadership Development, Organizational..., Employee Engagement, Talent Management, Succession Planning, Staff Development, Career Development, Employee Relations, Organizational Change, Management Development, Organizational..., Personal Development, Process Improvement, HR Consulting, Training, Recruiting, Leadership, Interviews, Human Resources, Employee Benefits, Management, Program Management, Personnel Management, Conflict Management, Labor Relations, Mergers, Workshop Facilitation
Education
Saint Michael's College 1989 — 1992
Master of Science, Administration, Organizational Behavior and Human Resources
Trinity College 1984 — 1986
Bachelor of Science, Human Service Administration; Management and Human Services
Dan Yates Dan Yates's Union Bank Experience 1986 - 1988
Job President, CEO & Chairman at Neighborhood National Bank (A Nationally Chartered Bank)
Industry Banking
Experience
Neighborhood National Bank (A Nationally Chartered Bank) October 2013 - Present
National Technical Systems April 2003 - November 2013
Grandpoint Bank January 2012 - June 2013
Regents Bank September 2001 - December 2012
Mellon 1st Business Bank 1988 - 2000
Union Bank 1986 - 1988
Manufacturers Bank 1982 - 1988
Bank of America 1979 - 1982
Skills
Project Portfolio..., Loans, Banking, Financial Analysis, Credit, Risk Management, Commercial Banking, Cash Management, Executive Management, Mergers, Team Building, Commercial Lending, Entrepreneurship, Credit Analysis, Mergers & Acquisitions, Management Consulting, Due Diligence, Finance, Strategy, Mortgage Lending, Financial Services, Real Estate, Underwriting, New Business Development, Business Development, Strategic Planning, Management, Leadership, Investments, Strategic Financial..., Small Business, Corporate Finance, Financial Modeling, Private Equity, Business Planning, Asset Based Lending, Financial Risk, Venture Capital, Asset Management, Commercial Mortgages, Treasury Management, Loan Origination, Start-ups, Valuation, Financial Structuring, Funding, Lines Of Credit, Relationship Management, Strategic Partnerships, Small Business Lending
Education
San Diego State University-California State University 1980 — 1982
BA, Finance-Business Administration
Neighborhood National Bank (A Nationally Chartered Bank) October 2013 - Present
National Technical Systems April 2003 - November 2013
Grandpoint Bank January 2012 - June 2013
Regents Bank September 2001 - December 2012
Mellon 1st Business Bank 1988 - 2000
Union Bank 1986 - 1988
Manufacturers Bank 1982 - 1988
Bank of America 1979 - 1982
Skills
Project Portfolio..., Loans, Banking, Financial Analysis, Credit, Risk Management, Commercial Banking, Cash Management, Executive Management, Mergers, Team Building, Commercial Lending, Entrepreneurship, Credit Analysis, Mergers & Acquisitions, Management Consulting, Due Diligence, Finance, Strategy, Mortgage Lending, Financial Services, Real Estate, Underwriting, New Business Development, Business Development, Strategic Planning, Management, Leadership, Investments, Strategic Financial..., Small Business, Corporate Finance, Financial Modeling, Private Equity, Business Planning, Asset Based Lending, Financial Risk, Venture Capital, Asset Management, Commercial Mortgages, Treasury Management, Loan Origination, Start-ups, Valuation, Financial Structuring, Funding, Lines Of Credit, Relationship Management, Strategic Partnerships, Small Business Lending
Education
San Diego State University-California State University 1980 — 1982
BA, Finance-Business Administration
Maria Ding Maria Ding's Union Bank Experience March 2013 - Present
Job Director/Sr. Credit Research Analyst
Industry Financial Services
Experience
Union Bank March 2013 - Present
Life Technologies 2008 - March 2013
Plexus Partners 2005 - 2008
JPMorgan 2001 - 2005
UCLA 1994 - 1999
Skills
Mergers, Biotechnology, Healthcare, Corporate FP&A, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Portfolio Management, Venture Capital, Acquisition Integration, Equities, Investments, Corporate Finance, Investment Banking, Forecasting, Corporate Development, Competitive Analysis, Capital Markets, Data Analysis
Education
Anderson Business School, UCLA 1999 — 2001
MBA, Finance
Rutgers University 1990 — 1994
PhD, Neuroscience
Union Bank March 2013 - Present
Life Technologies 2008 - March 2013
Plexus Partners 2005 - 2008
JPMorgan 2001 - 2005
UCLA 1994 - 1999
Skills
Mergers, Biotechnology, Healthcare, Corporate FP&A, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Portfolio Management, Venture Capital, Acquisition Integration, Equities, Investments, Corporate Finance, Investment Banking, Forecasting, Corporate Development, Competitive Analysis, Capital Markets, Data Analysis
Education
Anderson Business School, UCLA 1999 — 2001
MBA, Finance
Rutgers University 1990 — 1994
PhD, Neuroscience
Melissa Maldonado Melissa Maldonado's Union Bank Experience April 2005 - December 2007
Job Mortgage Lending
Industry Real Estate
Experience
Primary Residential Mortgage 2014 - Present
PRMG, Inc. March 2012 - 2013
Patrion Mortgage March 2007 - October 2009
Union Bank April 2005 - December 2007
Union Bank May 2001 - April 2005
Washington Mutual Card Services May 1998 - June 2001
Skills
Loan Origination, Mortgage Lending, FHA, First Time Home Buyers, Loans, Refinance, Mortgage Banking, Residential Mortgages, USDA, VA loans
Education
Rio Hondo College 1998 — 2000
Early Childhood Education and Teaching
Primary Residential Mortgage 2014 - Present
PRMG, Inc. March 2012 - 2013
Patrion Mortgage March 2007 - October 2009
Union Bank April 2005 - December 2007
Union Bank May 2001 - April 2005
Washington Mutual Card Services May 1998 - June 2001
Skills
Loan Origination, Mortgage Lending, FHA, First Time Home Buyers, Loans, Refinance, Mortgage Banking, Residential Mortgages, USDA, VA loans
Education
Rio Hondo College 1998 — 2000
Early Childhood Education and Teaching
Nicole Ellsworth Nicole Ellsworth's Union Bank Experience November 2000 - December 2013
Job Exceeding customers expectations
Industry Banking
Experience
California Bank & Trust September 2014 - Present
Union Bank November 2000 - December 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, English, PowerPoint, Outlook, Windows, Research, Banking, Budgets, Strategic Planning, Financial Analysis, Credit
Education
San Diego City College 1998 — 1999
Geneal Education, General Studies
Crawford High School 1994 — 1997
General Education, General Studies
California Bank & Trust September 2014 - Present
Union Bank November 2000 - December 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, English, PowerPoint, Outlook, Windows, Research, Banking, Budgets, Strategic Planning, Financial Analysis, Credit
Education
San Diego City College 1998 — 1999
Geneal Education, General Studies
Crawford High School 1994 — 1997
General Education, General Studies
Ellie Zafaranchi Ellie Zafaranchi's Union Bank Experience September 2014 - Present
Job Sr Relationship Banker
Industry Banking
Experience
Union Bank September 2014 - Present
Wells Fargo February 2012 - September 2014
Regal Entertainment Group May 2008 - January 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Team Leadership, Customer Satisfaction, Banking, Customer Relations, Customer Experience, Customer Retention, Cash Management, Cash Handling, Farsi, Excel, English, Employee Relations, Forecasting, Social Media, Organizing, Finance, Time Management, Credit, Data Entry, Consumer Lending, Loans, Outlook, Inventory Management, Teamwork, Deposits, Training, Call Centers, Loan Origination, Relationship Management, Small Business Lending, Sales, Credit Cards, Retail Banking, Cross Selling, Administrative..., Management, Advertising, Prospect Research, Sales Prospecting, Mailers, Small Business, Client Development, Team Building, Telephone Skills
Education
Saddleback College
Union Bank September 2014 - Present
Wells Fargo February 2012 - September 2014
Regal Entertainment Group May 2008 - January 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Team Leadership, Customer Satisfaction, Banking, Customer Relations, Customer Experience, Customer Retention, Cash Management, Cash Handling, Farsi, Excel, English, Employee Relations, Forecasting, Social Media, Organizing, Finance, Time Management, Credit, Data Entry, Consumer Lending, Loans, Outlook, Inventory Management, Teamwork, Deposits, Training, Call Centers, Loan Origination, Relationship Management, Small Business Lending, Sales, Credit Cards, Retail Banking, Cross Selling, Administrative..., Management, Advertising, Prospect Research, Sales Prospecting, Mailers, Small Business, Client Development, Team Building, Telephone Skills
Education
Saddleback College
Brian Bai's Union Bank Experience June 2014 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
Wells Fargo January 2012 - June 2014
Chase January 2006 - January 2010
Skills
Retail Banking, Credit, Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Cross Selling, Lines Of Credit, Credit Analysis, Cash Management, Relationship Management, Sales
Education
Saddleback College 2008 — 2012
Business Management, Business Administration and Management, General
Union Bank June 2014 - Present
Wells Fargo January 2012 - June 2014
Chase January 2006 - January 2010
Skills
Retail Banking, Credit, Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Cross Selling, Lines Of Credit, Credit Analysis, Cash Management, Relationship Management, Sales
Education
Saddleback College 2008 — 2012
Business Management, Business Administration and Management, General
Krystal Adams's Union Bank Experience October 2007 - March 2009
Job AVP of Member Experience
Industry Banking
Experience
Tucson Federal Credit Union July 2014 - Present
Tucson Federal Credit Union August 2011 - July 2014
Cafe Italiano April 2009 - April 2012
Union Bank October 2007 - March 2009
Wells Fargo Bank 2005 - 2007
Bank of the West 1996 - 2005
Skills
Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Cash Management, Commercial Banking, Treasury Management, Portfolio Management, Strategic Planning, Team Building, Small Business, Commercial Lending, Customer Service
Education
Saint Mary's College of California 1996 — 1999
Bachelors, Business
Tucson Federal Credit Union July 2014 - Present
Tucson Federal Credit Union August 2011 - July 2014
Cafe Italiano April 2009 - April 2012
Union Bank October 2007 - March 2009
Wells Fargo Bank 2005 - 2007
Bank of the West 1996 - 2005
Skills
Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Cash Management, Commercial Banking, Treasury Management, Portfolio Management, Strategic Planning, Team Building, Small Business, Commercial Lending, Customer Service
Education
Saint Mary's College of California 1996 — 1999
Bachelors, Business
Rami Hafez's Union Bank Experience August 2012 - September 2014
Job Marketing Associate at Edgeworks Group
Industry Marketing and Advertising
Experience
Edgeworks Group September 2014 - Present
Edgeworks Group May 2014 - September 2014
Union Bank August 2012 - September 2014
Cycle Gear Inc. January 2012 - July 2012
Union Bank November 2008 - December 2011
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Retail, Social Skills, Product Knowledge, Microsoft Office, Team Leadership, Management, Goal Oriented, Time Management, Internet, Leadership, Social Media, Online Marketing, Advertising, PowerPoint, Facebook, Marketing Strategy
Education
Saddleback College 2008 — 2014
Capistrano Valley High School 2004 — 2008
Edgeworks Group September 2014 - Present
Edgeworks Group May 2014 - September 2014
Union Bank August 2012 - September 2014
Cycle Gear Inc. January 2012 - July 2012
Union Bank November 2008 - December 2011
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Retail, Social Skills, Product Knowledge, Microsoft Office, Team Leadership, Management, Goal Oriented, Time Management, Internet, Leadership, Social Media, Online Marketing, Advertising, PowerPoint, Facebook, Marketing Strategy
Education
Saddleback College 2008 — 2014
Capistrano Valley High School 2004 — 2008
Sara Peterson, CAMS's Union Bank Experience April 2007 - February 2011
Job AML Compliance Professional
Industry Banking
Experience
Western Union July 2013 - July 2015
Union Bank, NA February 2011 - June 2013
Union Bank April 2007 - February 2011
Landmark National Bank May 2006 - April 2007
La Jolla Bank January 2005 - April 2006
Washington Mutual, Inc. May 2002 - January 2005
Skills
OFAC, KYC, Banking, Risk Management, AML, Compliance, Training, Project Management, Internal Audit, Bank Secrecy Act, Financial Services, Due Diligence, Risk Assessment, Auditing, USA PATRIOT Act, Anti Money Laundering
Education
San Diego State University-California State University 1999 — 2004
BS, Business Administration--Financial Services, Studio Art
San Diego City College 2008 — 2010
Certificate of Achievement, Cosmetology
Western Union July 2013 - July 2015
Union Bank, NA February 2011 - June 2013
Union Bank April 2007 - February 2011
Landmark National Bank May 2006 - April 2007
La Jolla Bank January 2005 - April 2006
Washington Mutual, Inc. May 2002 - January 2005
Skills
OFAC, KYC, Banking, Risk Management, AML, Compliance, Training, Project Management, Internal Audit, Bank Secrecy Act, Financial Services, Due Diligence, Risk Assessment, Auditing, USA PATRIOT Act, Anti Money Laundering
Education
San Diego State University-California State University 1999 — 2004
BS, Business Administration--Financial Services, Studio Art
San Diego City College 2008 — 2010
Certificate of Achievement, Cosmetology
Katy (Mulik) Shepherd Katy (Mulik) Shepherd's Union Bank Experience May 2010 - July 2010
Job Paralegal at The Halbrook Law Firm
Industry Public Relations and Communications
Experience
The Halbrook Law Firm August 2010 - Present
Red Snapper Restaurant October 2003 - September 2012
Union Bank May 2010 - July 2010
Skills
Marketing, Customer Service, Event Planning, Time Management, Account Management, Networking, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word
Education
Rockhurst University 2005 — 2010
BA, Psychology
St. Teresa's Academy (College Prep School) 2001 — 2005
The Halbrook Law Firm August 2010 - Present
Red Snapper Restaurant October 2003 - September 2012
Union Bank May 2010 - July 2010
Skills
Marketing, Customer Service, Event Planning, Time Management, Account Management, Networking, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word
Education
Rockhurst University 2005 — 2010
BA, Psychology
St. Teresa's Academy (College Prep School) 2001 — 2005
Shannon Wheatley's Union Bank Experience 2003 - 2013
Job Senior Software Engineering Manager at FICO
Industry Computer Software
Experience
FICO October 2014 - Present
Tillster August 2013 - September 2014
Union Bank 2003 - 2013
Union Bank 2010 - 2012
Union Bank 2008 - 2010
Union Bank 2003 - 2008
Kinzan 2000 - 2003
Medibuy 1999 - 2000
Nielsen Claritas 1998 - 1999
Triteal 1996 - 1998
Skills
Java, Agile Methodologies, Software Engineering, SDLC, Enterprise Software, Enterprise Architecture, Cloud Computing, SOA, WS-I, Certified Scrum Master..., J2EE Application..., J2EE Web Services, Strategic Planning, Project Management, MS Project, Microsoft Office, JIRA, Splunk, New Relic, PhoneGap, Responsive Web Design, JSP development, Servlets, JSF, Spring, Scrum, Integration, Mobile Applications, Java Enterprise Edition, REST, E-commerce, Mobile Devices, Software Project..., Business Analysis, Requirements Analysis, SQL, Management, Software Development, Vendor Management, Architecture, Program Management, Databases, JavaScript, Strategy, Business Process, Oracle, XML, Web Services, Visio, Unix
Education
Regis University 2006 — 2008
Bachelor of Science (BS), Computer and Information Sciences, General
Mesa Jr. College 1994 — 1998
Associate of Science (AS), Information Technology
FICO October 2014 - Present
Tillster August 2013 - September 2014
Union Bank 2003 - 2013
Union Bank 2010 - 2012
Union Bank 2008 - 2010
Union Bank 2003 - 2008
Kinzan 2000 - 2003
Medibuy 1999 - 2000
Nielsen Claritas 1998 - 1999
Triteal 1996 - 1998
Skills
Java, Agile Methodologies, Software Engineering, SDLC, Enterprise Software, Enterprise Architecture, Cloud Computing, SOA, WS-I, Certified Scrum Master..., J2EE Application..., J2EE Web Services, Strategic Planning, Project Management, MS Project, Microsoft Office, JIRA, Splunk, New Relic, PhoneGap, Responsive Web Design, JSP development, Servlets, JSF, Spring, Scrum, Integration, Mobile Applications, Java Enterprise Edition, REST, E-commerce, Mobile Devices, Software Project..., Business Analysis, Requirements Analysis, SQL, Management, Software Development, Vendor Management, Architecture, Program Management, Databases, JavaScript, Strategy, Business Process, Oracle, XML, Web Services, Visio, Unix
Education
Regis University 2006 — 2008
Bachelor of Science (BS), Computer and Information Sciences, General
Mesa Jr. College 1994 — 1998
Associate of Science (AS), Information Technology
Dave Dean's Union Bank Experience 2006 - 2012
Job Head of Client Marketing at SIlicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank 2014 - Present
Pacific Business Advisors 2012 - 2014
Union Bank 2006 - 2012
Charles Schwab 2005 - 2006
Shaklee Corporation 2004 - 2005
Insight Nutrition 2002 - 2004
Charles Schwab & Company 1997 - 2002
Wells Fargo 1989 - 1995
Skills
Leadership, Integrated Marketing, Segmentation, International Marketing, Brand Strategy, Strategic Planning, Marketing Strategy, Strategy, Financial Services, Process Management, Product Management, Marketing, Multi-channel Marketing, Marketing Communications, Digital Media, Direct Marketing, Mobile Marketing, Social Media, Wealth, B2C, Customer Loyalty, Strategic Partnerships, Start-ups, B2B, Corporate Sponsorships, Sponsorship, Entrepreneurship, P&L Accountability, Sales Promotions, Marketing ROI, Business Strategy, Banking, Analytics, Management, Advertising, CRM, Market Research, Finance, Investments, Customer Acquisition, Merchandising Strategies, Custom Publishing, Small Business, Demand Generation, Personal Financial...
Education
San Francisco State University
M.B.A.
Rosalind Franklin University of Medicine and Science
M.S.
University of Massachusetts, Amherst
B.S.
San Francisco State University
Executive Certificate in Financial Planning
Silicon Valley Bank 2014 - Present
Pacific Business Advisors 2012 - 2014
Union Bank 2006 - 2012
Charles Schwab 2005 - 2006
Shaklee Corporation 2004 - 2005
Insight Nutrition 2002 - 2004
Charles Schwab & Company 1997 - 2002
Wells Fargo 1989 - 1995
Skills
Leadership, Integrated Marketing, Segmentation, International Marketing, Brand Strategy, Strategic Planning, Marketing Strategy, Strategy, Financial Services, Process Management, Product Management, Marketing, Multi-channel Marketing, Marketing Communications, Digital Media, Direct Marketing, Mobile Marketing, Social Media, Wealth, B2C, Customer Loyalty, Strategic Partnerships, Start-ups, B2B, Corporate Sponsorships, Sponsorship, Entrepreneurship, P&L Accountability, Sales Promotions, Marketing ROI, Business Strategy, Banking, Analytics, Management, Advertising, CRM, Market Research, Finance, Investments, Customer Acquisition, Merchandising Strategies, Custom Publishing, Small Business, Demand Generation, Personal Financial...
Education
San Francisco State University
M.B.A.
Rosalind Franklin University of Medicine and Science
M.S.
University of Massachusetts, Amherst
B.S.
San Francisco State University
Executive Certificate in Financial Planning
MyMy Pham's Union Bank Experience November 2004 - July 2008
Job Field Reporter at SBTN (Saigon Broadcasting Network Television)
Industry Higher Education
Experience
SBTN (Saigon Broadcasting Network Television) June 2015 - Present
Senior Community Centers September 2013 - Present
San Diego State University September 2012 - Present
Viet News Television- VNTV January 2004 - Present
Union Bank November 2004 - July 2008
Washington Mutual July 1999 - May 2004
Vietnamese Embassy September 2003 - October 2003
Skills
Community Outreach, Event Planning, Public Speaking, Nonprofits, Social Networking, Strategic Planning, ETO, SPSS, Communication Skills, Social Skills, Creative Writing, Public Relations, Talk Show Host, Master of Ceremony, Charity Work, Vietnamese, Spanish, Field Reporting, International Relations, Community Organizing, International, Abroad Experiences, Broadcast Television, Social Media Marketing, Social Media, Community Development, Film Production
Education
San Diego State University-California State University 2012 — 2016
Master's degree, Social Work- Community Development & Gerontology
San Diego State University-California State University 1999 — 2004
Bachelor's degree, International Business
San Diego City College 2003 — 2003
Associate in Behavioral Sciences, Social Work
San Diego Mesa College 2003 — 2003
Associate in Arts, Sociology
Universidad del CEMA 2003 — 2003
Bachelor's degree, International Business
Cuernavaca Language School 2002 — 2002
Spanish Language and Literature
San Jose Language School- Costa Rica
Certificate, Spanish Language and Literature
SBTN (Saigon Broadcasting Network Television) June 2015 - Present
Senior Community Centers September 2013 - Present
San Diego State University September 2012 - Present
Viet News Television- VNTV January 2004 - Present
Union Bank November 2004 - July 2008
Washington Mutual July 1999 - May 2004
Vietnamese Embassy September 2003 - October 2003
Skills
Community Outreach, Event Planning, Public Speaking, Nonprofits, Social Networking, Strategic Planning, ETO, SPSS, Communication Skills, Social Skills, Creative Writing, Public Relations, Talk Show Host, Master of Ceremony, Charity Work, Vietnamese, Spanish, Field Reporting, International Relations, Community Organizing, International, Abroad Experiences, Broadcast Television, Social Media Marketing, Social Media, Community Development, Film Production
Education
San Diego State University-California State University 2012 — 2016
Master's degree, Social Work- Community Development & Gerontology
San Diego State University-California State University 1999 — 2004
Bachelor's degree, International Business
San Diego City College 2003 — 2003
Associate in Behavioral Sciences, Social Work
San Diego Mesa College 2003 — 2003
Associate in Arts, Sociology
Universidad del CEMA 2003 — 2003
Bachelor's degree, International Business
Cuernavaca Language School 2002 — 2002
Spanish Language and Literature
San Jose Language School- Costa Rica
Certificate, Spanish Language and Literature
Erica Propstra Erica Propstra's Union Bank Experience June 1997 - June 1998
Job Controller, Client Accounting Services at FirstService Residential Arizona
Industry Accounting
Experience
FirstService Residential Arizona June 2014 - Present
FirstService Residential Arizona December 2013 - May 2014
Intuit March 2013 - September 2013
La Leche League of Arizona December 2004 - October 2012
Mansperger Patterson McMullin PLC September 2000 - March 2001
Mansperger Patterson McMullin PLC September 1998 - September 2000
Union Bank June 1997 - June 1998
Hood & Strong, LLP September 1994 - June 1997
Skills
GAAP, QuickBooks, ProSystem fx Tax, Financial Reporting, Income Tax, Financial Statements, Budgets, Tax, Finance, CPA, Tax Returns, Financial Accounting, General Ledger, Bookkeeping
Education
St. Mary's College of California 1990 — 1994
Bachelor of Science (BS), Accounting
FirstService Residential Arizona June 2014 - Present
FirstService Residential Arizona December 2013 - May 2014
Intuit March 2013 - September 2013
La Leche League of Arizona December 2004 - October 2012
Mansperger Patterson McMullin PLC September 2000 - March 2001
Mansperger Patterson McMullin PLC September 1998 - September 2000
Union Bank June 1997 - June 1998
Hood & Strong, LLP September 1994 - June 1997
Skills
GAAP, QuickBooks, ProSystem fx Tax, Financial Reporting, Income Tax, Financial Statements, Budgets, Tax, Finance, CPA, Tax Returns, Financial Accounting, General Ledger, Bookkeeping
Education
St. Mary's College of California 1990 — 1994
Bachelor of Science (BS), Accounting
Aditya Rastogi Aditya Rastogi's Union Bank Experience July 2012 - Present
Job Vice President Senior Product Manager at Union Bank
Industry Investment Banking
Experience
Union Bank July 2012 - Present
Paramount Pictures December 2010 - July 2012
ABN AMRO Inc/ Royal Bank of Scotland June 2004 - May 2010
Paytrust 2000 - 2001
Skills
Financial Modeling, Project Management, Management, Strategic Planning, Business Process..., Analysis, Forecasting, Finance, Negotiation, Problem Solving, Continuous Improvement, Mergers & Acquisitions, Problem Resolution, Change Management, Project Management and..., Presentations, Integration, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Budgets, Revenue Cycle Management, Pricing, Pricing Strategy, Strategy, Banking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2000 — 2004
Bachelors of Science, Information Technology, Finance, Economics, 3.6
Union Bank July 2012 - Present
Paramount Pictures December 2010 - July 2012
ABN AMRO Inc/ Royal Bank of Scotland June 2004 - May 2010
Paytrust 2000 - 2001
Skills
Financial Modeling, Project Management, Management, Strategic Planning, Business Process..., Analysis, Forecasting, Finance, Negotiation, Problem Solving, Continuous Improvement, Mergers & Acquisitions, Problem Resolution, Change Management, Project Management and..., Presentations, Integration, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Budgets, Revenue Cycle Management, Pricing, Pricing Strategy, Strategy, Banking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2000 — 2004
Bachelors of Science, Information Technology, Finance, Economics, 3.6
David Kunce David Kunce's Union Bank Experience 2011 - Present
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank 2011 - Present
J.P. Morgan 2004 - 2011
Skills
Small Business Lending, Mortgage Lending, Commercial Lending, Loans, Credit, Banking, Finance, Business Development, Cross Selling, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Mortgage Banking, Credit Risk, Relationship Management, Residential Mortgages, Deposits, Commercial Mortgages, Branch Management, Refinance, Private Banking, Treasury Management
Education
San Diego Mesa College
Union Bank 2011 - Present
J.P. Morgan 2004 - 2011
Skills
Small Business Lending, Mortgage Lending, Commercial Lending, Loans, Credit, Banking, Finance, Business Development, Cross Selling, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Mortgage Banking, Credit Risk, Relationship Management, Residential Mortgages, Deposits, Commercial Mortgages, Branch Management, Refinance, Private Banking, Treasury Management
Education
San Diego Mesa College
Jeff Konopka Jeff Konopka's Union Bank Experience April 2010 - March 2011
Job Investment Advisor Representative at Envision Investment Advisors, Inc.
Industry Real Estate
Experience
Envision Investment Advisors, Inc. September 2014 - Present
United American Mortgage Corporation April 2011 - Present
Union Bank April 2010 - March 2011
The Mortgage Management Group January 1997 - March 2010
Skills
Loans, Windows, Outlook, VA loans, FHA, Mortgage Lending, Microsoft Office, Photoshop, HTML, Salesforce.com, HomeBenefitIQ, BOOM! by Activision
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, Real Estate Finance
Envision Investment Advisors, Inc. September 2014 - Present
United American Mortgage Corporation April 2011 - Present
Union Bank April 2010 - March 2011
The Mortgage Management Group January 1997 - March 2010
Skills
Loans, Windows, Outlook, VA loans, FHA, Mortgage Lending, Microsoft Office, Photoshop, HTML, Salesforce.com, HomeBenefitIQ, BOOM! by Activision
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, Real Estate Finance
Eric Lovett Eric Lovett's Union Bank Experience 2011 - 2012
Job Branch Manager at LeaderOne Financial
Industry Financial Services
Experience
LeaderOne Financial September 2014 - Present
PrimeLending November 2013 - September 2014
Wells Fargo Home Mortgage April 2012 - September 2013
Union Bank 2011 - 2012
First Continental Financial Services / Allegiance Financial, San Diego, CA 2000 - May 2011
Americas Moneyline January 1997 - January 1999
Household Finance March 1994 - November 1997
Household International 1994 - 1996
Skills
Mortgage Lending, FHA, Mortgage, Loans, Loan Origination, VA, Real Estate, Residential, Sales Management, P&L Management, Team Building, Selling, Refinance, Lead Generation, Financial Analysis, Strategic Planning, Management Consulting, Telemarketing, Talent Acquisition, Mortgage Banking, Consumer Lending, Residential Homes, Finance, Negotiation, Business Development, Leadership, Management, Reverse Mortgages, Training, Commercial Banking, Sales, Real Estate Financing, Customer Retention, Recruiting, Investments, Credit, Insurance, Operations Management, Entrepreneurship, Analysis, Commercial Lending, Financial Services, Executive Management, Underwriting, Marketing Strategy, Banking, Residential Mortgages, Credit Analysis, Customer Service, Construction Loans
Education
San Diego State University-California State University 1989 — 1991
B.S.
Naples American
LeaderOne Financial September 2014 - Present
PrimeLending November 2013 - September 2014
Wells Fargo Home Mortgage April 2012 - September 2013
Union Bank 2011 - 2012
First Continental Financial Services / Allegiance Financial, San Diego, CA 2000 - May 2011
Americas Moneyline January 1997 - January 1999
Household Finance March 1994 - November 1997
Household International 1994 - 1996
Skills
Mortgage Lending, FHA, Mortgage, Loans, Loan Origination, VA, Real Estate, Residential, Sales Management, P&L Management, Team Building, Selling, Refinance, Lead Generation, Financial Analysis, Strategic Planning, Management Consulting, Telemarketing, Talent Acquisition, Mortgage Banking, Consumer Lending, Residential Homes, Finance, Negotiation, Business Development, Leadership, Management, Reverse Mortgages, Training, Commercial Banking, Sales, Real Estate Financing, Customer Retention, Recruiting, Investments, Credit, Insurance, Operations Management, Entrepreneurship, Analysis, Commercial Lending, Financial Services, Executive Management, Underwriting, Marketing Strategy, Banking, Residential Mortgages, Credit Analysis, Customer Service, Construction Loans
Education
San Diego State University-California State University 1989 — 1991
B.S.
Naples American
Catherine Ling Catherine Ling's Union Bank Experience March 2012 - Present
Job Division Risk Manager at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
Union Bank June 2008 - March 2012
Jefferson Wells April 2006 - June 2008
Plante & Moran 2005 - 2006
Union Bank of California 1994 - 2004
Skills
Project Management, Sarbanes-Oxley Act, Financial Risk, Risk Management, Enterprise Risk..., Banking, Due Diligence, Financial Modeling, Internal Controls, Business Process, Accounting, Finance, Management, Internal Audit, Financial Services, Financial Reporting, Auditing, Operational Risk, Program Management, Mergers & Acquisitions, Budgets, Leadership, Portfolio Management, Financial Analysis, Credit
Education
Walsh College 2004 — 2006
MSBIT, Master of Science Business Information Technology
Rochester College
Western Michigan University
Union Bank March 2012 - Present
Union Bank June 2008 - March 2012
Jefferson Wells April 2006 - June 2008
Plante & Moran 2005 - 2006
Union Bank of California 1994 - 2004
Skills
Project Management, Sarbanes-Oxley Act, Financial Risk, Risk Management, Enterprise Risk..., Banking, Due Diligence, Financial Modeling, Internal Controls, Business Process, Accounting, Finance, Management, Internal Audit, Financial Services, Financial Reporting, Auditing, Operational Risk, Program Management, Mergers & Acquisitions, Budgets, Leadership, Portfolio Management, Financial Analysis, Credit
Education
Walsh College 2004 — 2006
MSBIT, Master of Science Business Information Technology
Rochester College
Western Michigan University
Randy Deshler Randy Deshler's Union Bank Experience December 2005 - Present
Job Asst. Vice President / Senior Mortgage Consultant
Industry Banking
Experience
Union Bank December 2005 - Present
Director's Residential Lending, Inc. December 2003 - December 2005
Skills
Loans, Mortgage Lending, Loan Origination, Refinance, Credit, Real Estate, Residential Mortgages, First Time Home Buyers, Residential Homes, Investment Properties, Underwriting, Real Property, Foreclosures, REO
Education
Yucaipa High School 1970 — 1974
San Bernardino Valley College
Union Bank December 2005 - Present
Director's Residential Lending, Inc. December 2003 - December 2005
Skills
Loans, Mortgage Lending, Loan Origination, Refinance, Credit, Real Estate, Residential Mortgages, First Time Home Buyers, Residential Homes, Investment Properties, Underwriting, Real Property, Foreclosures, REO
Education
Yucaipa High School 1970 — 1974
San Bernardino Valley College
Jim Wallace's Union Bank Experience July 2013 - December 2013
Job Senior Project Manager for Marketing Communications
Industry Marketing and Advertising
Experience
Charles Schwab May 2015 - July 2015
Blue Shield of California December 2014 - February 2015
Charles Schwab - Charles Schwab Bank March 2014 - October 2014
Union Bank July 2013 - December 2013
Pacific Gas and Electric Company April 2012 - July 2013
Financial Engines May 2011 - March 2012
Charles Schwab May 2009 - February 2010
Financial Engines August 2004 - November 2008
Euro RSCG Life October 2003 - May 2004
Barclays Global Investors July 2001 - February 2003
Skills
Integrated Marketing, Vendor Management, CRM, Email Marketing, Product Management, Project Management, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Forecasting, Cross-functional Team..., Product Marketing, Account Management, Offset Printing, Direct Marketing, Process Improvement, Collateral, E-commerce, Consulting, Vendor Relationships, Online Marketing, Program Management, Competitive Analysis, Strategic Planning, Business Strategy, Business Analysis, Project Portfolio..., Start-ups, Negotiation, Digital Marketing, Direct Mail, Cross Functional Team..., Brand Management, Mac, Brand Development, Internal Communications, Contract Negotiation, SharePoint, Creative Problem Solving, Microsoft Excel, Invoicing, Office Management, PowerPoint, Proofreading, Channel, Marketing Management, Risk Management, Segmentation, Workfront, Adobe Acrobat
Education
Rutgers University-New Brunswick 1973 — 1977
BA
Edison Township High School 1970 — 1973
College Prep
Herbert Hoover Junior High School
Charles Schwab May 2015 - July 2015
Blue Shield of California December 2014 - February 2015
Charles Schwab - Charles Schwab Bank March 2014 - October 2014
Union Bank July 2013 - December 2013
Pacific Gas and Electric Company April 2012 - July 2013
Financial Engines May 2011 - March 2012
Charles Schwab May 2009 - February 2010
Financial Engines August 2004 - November 2008
Euro RSCG Life October 2003 - May 2004
Barclays Global Investors July 2001 - February 2003
Skills
Integrated Marketing, Vendor Management, CRM, Email Marketing, Product Management, Project Management, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Forecasting, Cross-functional Team..., Product Marketing, Account Management, Offset Printing, Direct Marketing, Process Improvement, Collateral, E-commerce, Consulting, Vendor Relationships, Online Marketing, Program Management, Competitive Analysis, Strategic Planning, Business Strategy, Business Analysis, Project Portfolio..., Start-ups, Negotiation, Digital Marketing, Direct Mail, Cross Functional Team..., Brand Management, Mac, Brand Development, Internal Communications, Contract Negotiation, SharePoint, Creative Problem Solving, Microsoft Excel, Invoicing, Office Management, PowerPoint, Proofreading, Channel, Marketing Management, Risk Management, Segmentation, Workfront, Adobe Acrobat
Education
Rutgers University-New Brunswick 1973 — 1977
BA
Edison Township High School 1970 — 1973
College Prep
Herbert Hoover Junior High School
Nick Suciu's Union Bank Experience June 2014 - Present
Job Vice President, Lead Software Engineer
Industry Information Technology and Services
Experience
Union Bank June 2014 - Present
Union Bank April 2013 - May 2014
Union Bank of California August 2007 - March 2013
Fujitsu Consulting October 2004 - August 2007
G&R 2004 - 2007
Greenbrier & Russel (Fujitsu) 2004 - 2007
Cobalt Consulting Corporation April 2001 - October 2004
Education
Roosevelt University 2001 — 2009
MA, Secondary Education
The University of Texas at Austin 1988 — 1992
BS, Mathematics
Union Bank June 2014 - Present
Union Bank April 2013 - May 2014
Union Bank of California August 2007 - March 2013
Fujitsu Consulting October 2004 - August 2007
G&R 2004 - 2007
Greenbrier & Russel (Fujitsu) 2004 - 2007
Cobalt Consulting Corporation April 2001 - October 2004
Education
Roosevelt University 2001 — 2009
MA, Secondary Education
The University of Texas at Austin 1988 — 1992
BS, Mathematics
Jean Ancheta's Union Bank Experience December 2009 - November 2012
Job at
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab July 2013 - March 2015
Charles Schwab November 2012 - July 2013
Union Bank December 2009 - November 2012
Union Bank of California April 2007 - December 2009
American Red Cross September 2006 - December 2006
Old Navy November 2000 - May 2002
Skills
Onboarding, Taleo, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Management, Executive Search, Interviews, Training, Process Improvement, Temporary Placement, Analysis, Hiring
Education
San Diego State University-California State University 2005 — 2006
BS, Business Management
Charles Schwab March 2015 - Present
Charles Schwab July 2013 - March 2015
Charles Schwab November 2012 - July 2013
Union Bank December 2009 - November 2012
Union Bank of California April 2007 - December 2009
American Red Cross September 2006 - December 2006
Old Navy November 2000 - May 2002
Skills
Onboarding, Taleo, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Management, Executive Search, Interviews, Training, Process Improvement, Temporary Placement, Analysis, Hiring
Education
San Diego State University-California State University 2005 — 2006
BS, Business Management
Janis Avila's Union Bank Experience November 2014 - Present
Job Managing Director, Client Experience Manager at Union Bank
Industry Financial Services
Experience
Union Bank November 2014 - Present
Union Bank September 2008 - Present
Avila Swartz Consulting January 2002 - September 2008
AMN Healthcare, Inc. January 2007 - January 2008
Ericsson Wireless Communications October 2000 - February 2002
Metro-Goldwyn-Mayer Studios, Inc. January 1998 - September 2000
Univision January 1991 - January 1998
Skills
Mergers, Onboarding, Talent Management, Employee Relations, Human Resources, Leadership Development, Succession Planning, Talent Acquisition, Performance Management, Employee Engagement, Organizational Design, Workforce Planning, Mergers & Acquisitions, Program Management
Education
San Diego State University-California State University
Bachelor of Arts, International Business
Union Bank November 2014 - Present
Union Bank September 2008 - Present
Avila Swartz Consulting January 2002 - September 2008
AMN Healthcare, Inc. January 2007 - January 2008
Ericsson Wireless Communications October 2000 - February 2002
Metro-Goldwyn-Mayer Studios, Inc. January 1998 - September 2000
Univision January 1991 - January 1998
Skills
Mergers, Onboarding, Talent Management, Employee Relations, Human Resources, Leadership Development, Succession Planning, Talent Acquisition, Performance Management, Employee Engagement, Organizational Design, Workforce Planning, Mergers & Acquisitions, Program Management
Education
San Diego State University-California State University
Bachelor of Arts, International Business
Matt Byers's Union Bank Experience May 2011 - Present
Job Vice President & Audit Relationship Manager at Union Bank
Industry Management Consulting
Experience
Union Bank May 2011 - Present
Jefferson Wells 2004 - May 2011
Independent Contractor January 2000 - April 2004
Skills
Auditing, Sarbanes-Oxley Act, Risk Management, Process Improvement, Financial Analysis, Sarbanes-Oxley, Internal Audit, Business Process..., Policy, Enterprise Risk..., Internal Controls, Financial Reporting, Financial Accounting, Risk Assessment, Mergers & Acquisitions, Management, Accounting
Education
St. Mary's College of California 1991 — 1993
BS, Accounting
Union Bank May 2011 - Present
Jefferson Wells 2004 - May 2011
Independent Contractor January 2000 - April 2004
Skills
Auditing, Sarbanes-Oxley Act, Risk Management, Process Improvement, Financial Analysis, Sarbanes-Oxley, Internal Audit, Business Process..., Policy, Enterprise Risk..., Internal Controls, Financial Reporting, Financial Accounting, Risk Assessment, Mergers & Acquisitions, Management, Accounting
Education
St. Mary's College of California 1991 — 1993
BS, Accounting
Colin McFarland's Union Bank Experience April 2010 - October 2011
Job Assistant Vice President at Dickinson Financial Corporation
Industry Banking
Experience
Dickinson Financial Corporation October 2011 - September 2013
Union Bank April 2010 - October 2011
Waterway Gas & Wash August 2007 - May 2009
Technisource July 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Project Management, Business Analysis, Corporate Finance, Asset Managment, Credit Risk
Education
Rockhurst University 2009 — 2011
MBA, International Business, Finance
University of Missouri-Rolla 2000 — 2005
BS, Management Systems
Rockhurst High School 1996 — 2000
Dickinson Financial Corporation October 2011 - September 2013
Union Bank April 2010 - October 2011
Waterway Gas & Wash August 2007 - May 2009
Technisource July 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Project Management, Business Analysis, Corporate Finance, Asset Managment, Credit Risk
Education
Rockhurst University 2009 — 2011
MBA, International Business, Finance
University of Missouri-Rolla 2000 — 2005
BS, Management Systems
Rockhurst High School 1996 — 2000
Daisy Ventress's Union Bank Experience January 1998 - August 2006
Job Human Resouces at United Texas Bank
Industry Banking
Experience
United Texas Bank January 2013 - Present
Union Bank January 1998 - August 2006
Skills
Banking, Credit, Risk Management, Loans, Finance, Customer Service, Management, Retail Banking, 401K Administrator, Employer Benefits..., Recruiting, Payroll Administration, Salesforce.com..., Merchant Services, Call Center Development
Education
University of North Texas
PHR/SPHR Certification
Saint Mary's College of California
Bachelors of Business Admin
United Texas Bank January 2013 - Present
Union Bank January 1998 - August 2006
Skills
Banking, Credit, Risk Management, Loans, Finance, Customer Service, Management, Retail Banking, 401K Administrator, Employer Benefits..., Recruiting, Payroll Administration, Salesforce.com..., Merchant Services, Call Center Development
Education
University of North Texas
PHR/SPHR Certification
Saint Mary's College of California
Bachelors of Business Admin
Jen Guardado's Union Bank Experience July 2015 - Present
Job Vice President, Business Information Officer at Union Bank
Industry Banking
Experience
Union Bank July 2015 - Present
ServiceLink, a Black Knight company September 2013 - July 2015
Lender Processing Services, Inc. (LPS) August 2011 - September 2013
Lender Processing Services, Inc. (LPS) March 2010 - August 2011
The Home Depot October 2006 - March 2010
Skills
Forecasting, Management, PowerPoint, Customer Service, Microsoft Office, Analysis, Process Improvement, Microsoft Excel, Outlook, Leadership, Team Building, Business Analysis, Account Management, Time Management, Teamwork, Call Centers, Project Management, Analytics, Access, SQL, Microsoft SQL Server, Databases, Data Analysis, Business Intelligence
Education
San Diego State University-California State University
B.A., Economics with emphasis in Pre-Professional studies
Union Bank July 2015 - Present
ServiceLink, a Black Knight company September 2013 - July 2015
Lender Processing Services, Inc. (LPS) August 2011 - September 2013
Lender Processing Services, Inc. (LPS) March 2010 - August 2011
The Home Depot October 2006 - March 2010
Skills
Forecasting, Management, PowerPoint, Customer Service, Microsoft Office, Analysis, Process Improvement, Microsoft Excel, Outlook, Leadership, Team Building, Business Analysis, Account Management, Time Management, Teamwork, Call Centers, Project Management, Analytics, Access, SQL, Microsoft SQL Server, Databases, Data Analysis, Business Intelligence
Education
San Diego State University-California State University
B.A., Economics with emphasis in Pre-Professional studies
Chuchi Ligan's Union Bank Experience January 2011 - Present
Job Administrative Assistant at Union Bank
Industry Banking
Experience
Accent On Home Care June 2013 - Present
Union Bank January 2011 - Present
Farmers Insurance November 2010 - January 2011
Education
Saint Theresa College
Accent On Home Care June 2013 - Present
Union Bank January 2011 - Present
Farmers Insurance November 2010 - January 2011
Education
Saint Theresa College
Kim Ramirez's Union Bank Experience December 1999 - January 2003
Job Vice President at Community Bank of the Bay
Industry Banking
Experience
Community Bank of the Bay December 2014 - Present
Union Bank December 1999 - January 2003
First Interstate Bank 1988 - 1996
Wells Fargo 1986 - 1990
Skills
Banking, Credit, Management, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Retail Banking, Small Business Lending, Loan Origination, Business Process...
Education
St. Mary's College of California 1975 — 1979
Bachelor's of Science, Economics and Business Administration
Community Bank of the Bay December 2014 - Present
Union Bank December 1999 - January 2003
First Interstate Bank 1988 - 1996
Wells Fargo 1986 - 1990
Skills
Banking, Credit, Management, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Retail Banking, Small Business Lending, Loan Origination, Business Process...
Education
St. Mary's College of California 1975 — 1979
Bachelor's of Science, Economics and Business Administration
Bonnie Kerivan's Union Bank Experience 2012 - 2013
Job Sr DE Underwriter
Industry Financial Services
Experience
Impac Mortgage 2013 - 2014
Fremont Bank February 2013 - 2013
Union Bank 2012 - 2013
Wells Fargo/Wells Fargo Home Mortgage May 2008 - August 2012
ResMAE Mortgage Corporaton November 2002 - February 2007
Long Beach Mortgage February 1992 - September 2002
Skills
FHA, Due Diligence, FHLMC, Mortgage Lending, Mortgage Banking, Residential Mortgages, Underwriting, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Non-Conforming, Loans, Leadership, Regulatory Compliance, Policies and Procedures, Loan Origination, Mortgage Servicing, Analysis, Funding, Consumer Lending, Refinance, VA loans, Loss Mitigation, USDA, Construction Loans, Reverse Mortgages, Government Loans, Loan Servicing, Real Estate Financing, Commercial Lending, Commercial Mortgages, Credit Risk, Home Equity Loans, Certified Mortgage..., Real Estate Economics, Default, Small Business Lending, Financial Structuring, Loan Modifications, Executive Management, Home Equity Lines of..., Banking, Finance, Commercial Banking, Mortgage Marketing, Financial Services, Portfolio Management, Debt Consolidation, Commercial Real Estate
Education
Project Management Institute
Mortgage University
Underwriting Certificates in FHA, FHA Credit Examiner, VA, Conventional
Saddleback College
University of Phoenix
BS in Finance
Impac Mortgage 2013 - 2014
Fremont Bank February 2013 - 2013
Union Bank 2012 - 2013
Wells Fargo/Wells Fargo Home Mortgage May 2008 - August 2012
ResMAE Mortgage Corporaton November 2002 - February 2007
Long Beach Mortgage February 1992 - September 2002
Skills
FHA, Due Diligence, FHLMC, Mortgage Lending, Mortgage Banking, Residential Mortgages, Underwriting, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Non-Conforming, Loans, Leadership, Regulatory Compliance, Policies and Procedures, Loan Origination, Mortgage Servicing, Analysis, Funding, Consumer Lending, Refinance, VA loans, Loss Mitigation, USDA, Construction Loans, Reverse Mortgages, Government Loans, Loan Servicing, Real Estate Financing, Commercial Lending, Commercial Mortgages, Credit Risk, Home Equity Loans, Certified Mortgage..., Real Estate Economics, Default, Small Business Lending, Financial Structuring, Loan Modifications, Executive Management, Home Equity Lines of..., Banking, Finance, Commercial Banking, Mortgage Marketing, Financial Services, Portfolio Management, Debt Consolidation, Commercial Real Estate
Education
Project Management Institute
Mortgage University
Underwriting Certificates in FHA, FHA Credit Examiner, VA, Conventional
Saddleback College
University of Phoenix
BS in Finance
Marwan Kaylani's Union Bank Experience October 2007 - June 2011
Job Sales Planning Manager at CenturyLink
Industry Telecommunications
Experience
CenturyLink February 2013 - Present
Genworth Financial Wealth Management June 2011 - January 2013
Union Bank October 2007 - June 2011
Union Bank October 2005 - October 2007
Union Bank October 2000 - October 2005
State Street Bank July 1998 - August 2000
Skills
Strategic Planning, Business Strategy, Strategic Initiatives, Strategic Sales Plans, Business Analysis, Cross-functional Team..., Cross Functional..., Competitive Intelligence, Analytics, Budget P&L, Financial Modeling, Capital Budgeting, Database Design, Data Mining, Ad Hoc Reporting, Sales Compensation, Balanced Scorecard, Key Performance..., Financial Analysis, Strategy, P&L Management, Analysis, Finance
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2006
MBA, Finance, General
Rochester Institute of Technology 1992 — 1996
BA, Business
CenturyLink February 2013 - Present
Genworth Financial Wealth Management June 2011 - January 2013
Union Bank October 2007 - June 2011
Union Bank October 2005 - October 2007
Union Bank October 2000 - October 2005
State Street Bank July 1998 - August 2000
Skills
Strategic Planning, Business Strategy, Strategic Initiatives, Strategic Sales Plans, Business Analysis, Cross-functional Team..., Cross Functional..., Competitive Intelligence, Analytics, Budget P&L, Financial Modeling, Capital Budgeting, Database Design, Data Mining, Ad Hoc Reporting, Sales Compensation, Balanced Scorecard, Key Performance..., Financial Analysis, Strategy, P&L Management, Analysis, Finance
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2006
MBA, Finance, General
Rochester Institute of Technology 1992 — 1996
BA, Business
Kathy Hunter's Union Bank Experience 1987 - 1990
Job Senior Vice President, Manager Commercial Banking at Bank Midwest, a Division of NBH Bank, N.A.
Industry Banking
Experience
Bank Midwest, a Division of NBH Bank, N.A. March 2013 - Present
UMB Bank July 2005 - March 2013
Commerce Bank June 1997 - July 2005
Bank of America September 1991 - June 1997
Union Bank 1987 - 1990
Skills
Small Business Lending, Commercial Banking, Small Business, Commercial Lending, Acquisitions, Municipal Bonds, Customer Oriented, Strategic Planning, Sales Management, Product Development, Team Building, Leadership, Mergers & Acquisitions, Banking, Credit, Loans, Sales, Financial Services, Management
Education
Rockhurst University
Business Administration and Management, General
Bank Midwest, a Division of NBH Bank, N.A. March 2013 - Present
UMB Bank July 2005 - March 2013
Commerce Bank June 1997 - July 2005
Bank of America September 1991 - June 1997
Union Bank 1987 - 1990
Skills
Small Business Lending, Commercial Banking, Small Business, Commercial Lending, Acquisitions, Municipal Bonds, Customer Oriented, Strategic Planning, Sales Management, Product Development, Team Building, Leadership, Mergers & Acquisitions, Banking, Credit, Loans, Sales, Financial Services, Management
Education
Rockhurst University
Business Administration and Management, General
Aileen Egan's Union Bank Experience July 2010 - Present
Job Consumer Loan Servicinig/Default Management
Industry Financial Services
Experience
Union Bank July 2010 - Present
HSBC Auto Finance July 2001 - March 2010
HSBC Auto Finance May 2006 - November 2007
GMAC-RFC 1999 - 2001
Skills
Mortgage Servicing, Loan Servicing, Management, Customer Service, Process Improvement, Banking, Business Analysis, Vendor Management, Financial Services, Portfolio Management, Risk Management, Credit Analysis
Education
Regis College 1984 — 1988
Bachelor's Degree, Business Management/ Minor in Communication and Psychology
Union Bank July 2010 - Present
HSBC Auto Finance July 2001 - March 2010
HSBC Auto Finance May 2006 - November 2007
GMAC-RFC 1999 - 2001
Skills
Mortgage Servicing, Loan Servicing, Management, Customer Service, Process Improvement, Banking, Business Analysis, Vendor Management, Financial Services, Portfolio Management, Risk Management, Credit Analysis
Education
Regis College 1984 — 1988
Bachelor's Degree, Business Management/ Minor in Communication and Psychology
Peter Nguyen, CPC-H's Union Bank Experience July 2007 - December 2009
Job Reimbursement Associate at Advanced BioHealing
Industry Biotechnology
Experience
Shire Pharmaceuticals May 2011 - Present
Dexcom August 2010 - May 2011
Covance May 2010 - July 2010
Union Bank July 2007 - December 2009
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Process Improvement, Biotechnology, Data Analysis, Leadership
Education
University of San Diego
Pending
San Diego Miramar College
Economics
Shire Pharmaceuticals May 2011 - Present
Dexcom August 2010 - May 2011
Covance May 2010 - July 2010
Union Bank July 2007 - December 2009
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Process Improvement, Biotechnology, Data Analysis, Leadership
Education
University of San Diego
Pending
San Diego Miramar College
Economics
James Picerno's Union Bank Experience August 2011 - Present
Job Vice President, Senior Contracts Manager
Industry Legal Services
Experience
Union Bank August 2011 - Present
City and County of San Francisco, Office of the City Attorney January 2011 - May 2011
Rukin, Hyland, Doria & Tindall LLP May 2010 - May 2011
University of San Francisco Internet and Intellectual Property Justice Clinic August 2010 - December 2010
Liuzzi Murphy Solomon May 2010 - August 2010
Austin Law Group August 2009 - December 2009
Kenneth Cole Productions May 2009 - August 2009
Judicial Council of California August 2007 - August 2008
Skills
Contract Negotiation, Contract Management, Civil Litigation, Document Review, Excel, PowerPoint, Employment Litigation, Intellectual Property, Microsoft Office, Outlook, Employment Law, Concordance, Summation, Ringtail, Relativity, Legal Research, Mediation, Selectica, Word, Workers Compensation, Securities Regulation, Litigation, Commercial Litigation, Due Diligence, Mergers & Acquisitions, Risk Management, Legal Writing, Westlaw, Negotiation, Lexis
Education
University of San Francisco 2008 — 2011
Doctor of Law (JD), IP and Technology Law
Rutgers University-New Brunswick 2002 — 2006
BA, English, Political Science
Union Bank August 2011 - Present
City and County of San Francisco, Office of the City Attorney January 2011 - May 2011
Rukin, Hyland, Doria & Tindall LLP May 2010 - May 2011
University of San Francisco Internet and Intellectual Property Justice Clinic August 2010 - December 2010
Liuzzi Murphy Solomon May 2010 - August 2010
Austin Law Group August 2009 - December 2009
Kenneth Cole Productions May 2009 - August 2009
Judicial Council of California August 2007 - August 2008
Skills
Contract Negotiation, Contract Management, Civil Litigation, Document Review, Excel, PowerPoint, Employment Litigation, Intellectual Property, Microsoft Office, Outlook, Employment Law, Concordance, Summation, Ringtail, Relativity, Legal Research, Mediation, Selectica, Word, Workers Compensation, Securities Regulation, Litigation, Commercial Litigation, Due Diligence, Mergers & Acquisitions, Risk Management, Legal Writing, Westlaw, Negotiation, Lexis
Education
University of San Francisco 2008 — 2011
Doctor of Law (JD), IP and Technology Law
Rutgers University-New Brunswick 2002 — 2006
BA, English, Political Science
Joann Lee-Van Horn's Union Bank Experience January 1990 - March 2012
Job Residential Mortgage Lending Professional
Industry Banking
Experience
Interthinx January 2013 - January 2014
Union Bank January 1990 - March 2012
Richard Nash, Inc. 2006 - 2010
Steres, Alpert & Carne 1986 - 1989
Savitz McCabe & Schmid 1985 - 1987
Skills
Credit, Banking, Financial Analysis, Excel, Accounting, Loans, Compliance, Access, Risk Management, Budgeting, Word, PowerPoint, Microsoft Office, Analysis, Mortgage, Outlook, Cash Management, Reconciliation, Credit Analysis, Financial Reporting, Consumer Lending, Funding, Problem Solving, Underwriting, Risk, Credit Risk, Loan Origination, Payments, Process Improvement, Internal Controls, Mortgage Lending, Residential Mortgages, Financial Risk
Education
San Diego State University-California State University 1980 — 1983
BS, Accounting
San Diego City College
Bachelor's degree, Computer Programming
Lindenhurst High School 1972 — 1974
Interthinx January 2013 - January 2014
Union Bank January 1990 - March 2012
Richard Nash, Inc. 2006 - 2010
Steres, Alpert & Carne 1986 - 1989
Savitz McCabe & Schmid 1985 - 1987
Skills
Credit, Banking, Financial Analysis, Excel, Accounting, Loans, Compliance, Access, Risk Management, Budgeting, Word, PowerPoint, Microsoft Office, Analysis, Mortgage, Outlook, Cash Management, Reconciliation, Credit Analysis, Financial Reporting, Consumer Lending, Funding, Problem Solving, Underwriting, Risk, Credit Risk, Loan Origination, Payments, Process Improvement, Internal Controls, Mortgage Lending, Residential Mortgages, Financial Risk
Education
San Diego State University-California State University 1980 — 1983
BS, Accounting
San Diego City College
Bachelor's degree, Computer Programming
Lindenhurst High School 1972 — 1974
Rob Markey's Union Bank Experience November 2011 - April 2013
Job Senior Vice President, Regional Manager Midwest at Pacific Coast Bankers' Bank
Industry Financial Services
Experience
Pacific Coast Bankers' Bank April 2013 - Present
Union Bank November 2011 - April 2013
Fifth Third Bank February 2005 - November 2011
U.S. Bank February 2003 - February 2005
Skills
Credit Analysis, Commercial Banking, Loans, Small Business Lending, Banking, Credit, Portfolio Management, Treasury Management, Middle Market, Asset Based Lending, Lines Of Credit, Credit Risk, Consumer Lending, Loan Origination, Mortgage Lending, Capital Markets, Underwriting, Fixed Income, Financial Analysis, Commercial Lending, Sales, Sales Management, Building Relationships, Senior Management
Education
Rockhurst University 1984 — 1988
MBA, Finance
Rockhurst College 1972 — 1982
BA, Economics
Pacific Coast Bankers' Bank April 2013 - Present
Union Bank November 2011 - April 2013
Fifth Third Bank February 2005 - November 2011
U.S. Bank February 2003 - February 2005
Skills
Credit Analysis, Commercial Banking, Loans, Small Business Lending, Banking, Credit, Portfolio Management, Treasury Management, Middle Market, Asset Based Lending, Lines Of Credit, Credit Risk, Consumer Lending, Loan Origination, Mortgage Lending, Capital Markets, Underwriting, Fixed Income, Financial Analysis, Commercial Lending, Sales, Sales Management, Building Relationships, Senior Management
Education
Rockhurst University 1984 — 1988
MBA, Finance
Rockhurst College 1972 — 1982
BA, Economics
Hollie Hunt's Union Bank Experience July 2011 - February 2013
Job Business Service Manager, Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley - Santa Monica June 2015 - Present
Northwestern Mutual - Los Angeles, West LA, Irvine & Las Vegas January 2014 - June 2015
Waddell and Reed - Torrance February 2013 - January 2014
Union Bank July 2011 - February 2013
Goldline International, Inc December 2010 - April 2011
Lime Brokerage LLC April 2008 - November 2010
XTF Inc. November 2006 - March 2008
Skills
Life & Health Insurance..., Series 7, Microsoft Excel, Outlook, Social Media, Event Planning, Microsoft Office, Strategic Planning, Management, Due Diligence, Marketing, Television, Leadership, Wealth, Equities, Investments, Risk Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Master of Fine Arts (MFA), Acting
The University of Georgia
BA Theatre, Acting
Morgan Stanley - Santa Monica June 2015 - Present
Northwestern Mutual - Los Angeles, West LA, Irvine & Las Vegas January 2014 - June 2015
Waddell and Reed - Torrance February 2013 - January 2014
Union Bank July 2011 - February 2013
Goldline International, Inc December 2010 - April 2011
Lime Brokerage LLC April 2008 - November 2010
XTF Inc. November 2006 - March 2008
Skills
Life & Health Insurance..., Series 7, Microsoft Excel, Outlook, Social Media, Event Planning, Microsoft Office, Strategic Planning, Management, Due Diligence, Marketing, Television, Leadership, Wealth, Equities, Investments, Risk Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Master of Fine Arts (MFA), Acting
The University of Georgia
BA Theatre, Acting
Sandra Saavedra's Union Bank Experience May 2011 - Present
Job Sr. Underwriter at Union Bank
Industry Banking
Experience
Union Bank May 2011 - Present
Wells Fargo March 2009 - May 2011
Skills
Accounting, Banking, Credit Analysis, Credit, Financial Analysis, Loans, Loan Origination, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Underwriting, Consumer Lending
Education
San Diego City College 1987 — 1989
Business, Accounting, Real Estate
Union Bank May 2011 - Present
Wells Fargo March 2009 - May 2011
Skills
Accounting, Banking, Credit Analysis, Credit, Financial Analysis, Loans, Loan Origination, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Underwriting, Consumer Lending
Education
San Diego City College 1987 — 1989
Business, Accounting, Real Estate
Alexis Clingerman's Union Bank Experience January 1999 - January 2001
Job Home Loan Specialist at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage July 2012 - Present
Movement Mortgage, LLC January 2014 - July 2014
Wells Fargo Bank September 2007 - June 2010
Wells Fargo Bank March 2004 - September 2007
Union Bank of California January 2001 - January 2004
Union Bank January 1999 - January 2001
Union Bank January 1998 - January 1999
Skills
Job Coaching, Situational Leadership, Leadership Development, Communication, Direct Sales, Strategic Planning, Problem Solving, Financial Analysis, Management, Risk Management, Customer Service, Training, Banking, Home Equity Loans, Deposits, Relationship Management, Loans, Credit, FHA, Refinance, Leadership, Sales, Finance, Commercial Banking, Cross Selling, Consumer Lending, Credit Analysis, Financial Services, VA Loans, Retail Banking, Investments
Education
Saddleback College 1998 — 2000
Business, General
Dana Hills High School 1996 — 1998
General, General Studies
Wells Fargo Home Mortgage July 2012 - Present
Movement Mortgage, LLC January 2014 - July 2014
Wells Fargo Bank September 2007 - June 2010
Wells Fargo Bank March 2004 - September 2007
Union Bank of California January 2001 - January 2004
Union Bank January 1999 - January 2001
Union Bank January 1998 - January 1999
Skills
Job Coaching, Situational Leadership, Leadership Development, Communication, Direct Sales, Strategic Planning, Problem Solving, Financial Analysis, Management, Risk Management, Customer Service, Training, Banking, Home Equity Loans, Deposits, Relationship Management, Loans, Credit, FHA, Refinance, Leadership, Sales, Finance, Commercial Banking, Cross Selling, Consumer Lending, Credit Analysis, Financial Services, VA Loans, Retail Banking, Investments
Education
Saddleback College 1998 — 2000
Business, General
Dana Hills High School 1996 — 1998
General, General Studies
Colleen Casper's Union Bank Experience February 2010 - September 2012
Job VP Compliance and Risk Coordinator at Union Bank
Industry Financial Services
Experience
Union Bank February 2010 - September 2012
Union Bank December 2001 - October 2008
ADP March 1997 - December 2001
Education
Roosevelt University 1996 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Rock Valley College
Associate's degree
Union Bank February 2010 - September 2012
Union Bank December 2001 - October 2008
ADP March 1997 - December 2001
Education
Roosevelt University 1996 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Rock Valley College
Associate's degree
Yaswanth Gurram's Union Bank Experience April 2012 - September 2012
Job Sr ETL Developer at Rabobank
Industry Computer Software
Experience
Rabobank March 2015 - Present
Rabobank June 2014 - March 2015
Nike October 2012 - May 2014
Union Bank April 2012 - September 2012
Skills
ETL, Informatica, Data Warehousing, Databases, PL/SQL, Business Intelligence, Data Analysis, Data Integration, Data Modeling, Microsoft SQL Server, Business Objects, Oracle SQL, Teradata, C, Unix Shell Scripting, DB2, Web Services API, XML Databases, SQL, SQL Tuning, Performance Tuning, Web Services
Education
Rochester Institute of Technology 2008 — 2010
Master's degree
GITAM University 2004 — 2008
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Rabobank March 2015 - Present
Rabobank June 2014 - March 2015
Nike October 2012 - May 2014
Union Bank April 2012 - September 2012
Skills
ETL, Informatica, Data Warehousing, Databases, PL/SQL, Business Intelligence, Data Analysis, Data Integration, Data Modeling, Microsoft SQL Server, Business Objects, Oracle SQL, Teradata, C, Unix Shell Scripting, DB2, Web Services API, XML Databases, SQL, SQL Tuning, Performance Tuning, Web Services
Education
Rochester Institute of Technology 2008 — 2010
Master's degree
GITAM University 2004 — 2008
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
April Wheeler's Union Bank Experience July 2006 - March 2009
Job Tax Preparer at Liberty Tax
Industry Accounting
Experience
Liberty Tax January 2011 - Present
Union Bank July 2006 - March 2009
Vons October 1995 - July 2006
Education
San Diego Mesa College
AS, Liberal Arts
San Diego State University
BS, Business Administration-Management
Liberty Tax January 2011 - Present
Union Bank July 2006 - March 2009
Vons October 1995 - July 2006
Education
San Diego Mesa College
AS, Liberal Arts
San Diego State University
BS, Business Administration-Management
Brenda Farrell's Union Bank Experience September 2010 - Present
Job Senior Loan Originator at Union Bank
Industry Financial Services
Experience
Union Bank September 2010 - Present
Mansfield Mortgage Professionals December 2008 - January 2011
Independant Loan Officer January 2004 - December 2008
National City Mortgage January 1999 - January 2004
Vermont National Bank April 1996 - April 1999
Vermont Federal Bank July 1993 - April 1996
Education
Saint Michael's College 1983 — 1987
Bachelor's, Business Administration
Union Bank September 2010 - Present
Mansfield Mortgage Professionals December 2008 - January 2011
Independant Loan Officer January 2004 - December 2008
National City Mortgage January 1999 - January 2004
Vermont National Bank April 1996 - April 1999
Vermont Federal Bank July 1993 - April 1996
Education
Saint Michael's College 1983 — 1987
Bachelor's, Business Administration
Ran Hao, ASA's Union Bank Experience May 2014 - Present
Job Financial Analyst at Union Bank
Industry Financial Services
Experience
Union Bank May 2014 - Present
Transamerica Retirement Services November 2011 - May 2014
Acumen LLC March 2011 - November 2011
California Department of Insurance January 2010 - September 2010
BIStone Consulting Group November 2008 - December 2008
Skills
SAS, Statistics, Actuarial Science, Statistical Modeling, Data Analysis, Quantitative Finance, MoSes, LaTeX, R, VBA, Matlab, Time Series Analysis, SQL, Economic Capital, Actuaries
Education
University of California, Los Angeles 2009 — 2010
MS, Statistics
Renmin University of China 2005 — 2009
BS, Statistics/Actuarial Science
Shandong Experimental High School 2002 — 2005
Union Bank May 2014 - Present
Transamerica Retirement Services November 2011 - May 2014
Acumen LLC March 2011 - November 2011
California Department of Insurance January 2010 - September 2010
BIStone Consulting Group November 2008 - December 2008
Skills
SAS, Statistics, Actuarial Science, Statistical Modeling, Data Analysis, Quantitative Finance, MoSes, LaTeX, R, VBA, Matlab, Time Series Analysis, SQL, Economic Capital, Actuaries
Education
University of California, Los Angeles 2009 — 2010
MS, Statistics
Renmin University of China 2005 — 2009
BS, Statistics/Actuarial Science
Shandong Experimental High School 2002 — 2005
Shirley Low, CAMS, CFE's Union Bank Experience January 2012 - January 2014
Job Vendor Risk, BSA, AML, Risk Management Professional at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Union Bank, N.A. January 2014 - Present
Union Bank January 2012 - January 2014
Union Bank July 2007 - December 2011
Bank of the Orient April 2005 - June 2007
DMG & Partners Securities September 1994 - September 2001
Skills
Risk Management, Bank Secrecy Act, AML, OFAC, Banking, Fraud Detection, Due Diligence, KYC, USA PATRIOT Act, Risk Assessment, Securities, Internal Audit, Anti Money Laundering, Investment Banking, Compliance, Stockbroking, Vendor Management, Financial Risk, Fraud
Education
Saint Mary's University 1991 — 1994
Bachelor, Economics and Human Resource Management
MUFG Union Bank, N.A. January 2014 - Present
Union Bank January 2012 - January 2014
Union Bank July 2007 - December 2011
Bank of the Orient April 2005 - June 2007
DMG & Partners Securities September 1994 - September 2001
Skills
Risk Management, Bank Secrecy Act, AML, OFAC, Banking, Fraud Detection, Due Diligence, KYC, USA PATRIOT Act, Risk Assessment, Securities, Internal Audit, Anti Money Laundering, Investment Banking, Compliance, Stockbroking, Vendor Management, Financial Risk, Fraud
Education
Saint Mary's University 1991 — 1994
Bachelor, Economics and Human Resource Management
Amanda Atkinsonblow's Union Bank Experience October 2007 - Present
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank October 2007 - Present
JP Morgan Chase August 2004 - July 2007
Education
Riverside City College 1999 — 2001
psychology
Union Bank October 2007 - Present
JP Morgan Chase August 2004 - July 2007
Education
Riverside City College 1999 — 2001
psychology
Carol Garrett's Union Bank Experience April 2014 - Present
Job Managing Director & Senior Credit Manager at Union Bank
Industry Financial Services
Experience
Union Bank April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
City National Bank May 2006 - September 2010
Baldacci Family Vineyards May 2001 - April 2006
Union Bank April 1985 - May 2001
Skills
Commercial Banking, Credit, Treasury Management
Education
Saint Mary's College of California 1994 — 1996
MBA
University of California, Davis 1980 — 1984
BA
Union Bank April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
City National Bank May 2006 - September 2010
Baldacci Family Vineyards May 2001 - April 2006
Union Bank April 1985 - May 2001
Skills
Commercial Banking, Credit, Treasury Management
Education
Saint Mary's College of California 1994 — 1996
MBA
University of California, Davis 1980 — 1984
BA
Elaine Tapp's Union Bank Experience June 1988 - February 1991
Job Call Center Manager, Bank Officer at Capital Bank (Capital Bank Financial Corp.)
Industry Banking
Experience
ACN July 2014 - October 2014
Comcast Cable April 2012 - September 2013
Comcast Cable March 2009 - April 2012
Time Warner Cable December 2006 - March 2008
Adelphia Communications October 2004 - July 2006
AT&T Broadband May 2000 - November 2002
AT&T Broadband July 1993 - May 2000
Union Bank June 1988 - February 1991
Skills
Cross-functional Team..., Process Improvement, Call Centers, Telecommunications, Leadership, Change Management, Operations Management, Customer Service, Customer Experience, VoIP, Troubleshooting, Team Building, Team Leadership, Customer Satisfaction, Management, Vendor Management, Broadband, Budgets, Customer Retention, Sales Operations, Employee Training, Project Management
Education
Regis University 2000 — 2000
Business management
ACN July 2014 - October 2014
Comcast Cable April 2012 - September 2013
Comcast Cable March 2009 - April 2012
Time Warner Cable December 2006 - March 2008
Adelphia Communications October 2004 - July 2006
AT&T Broadband May 2000 - November 2002
AT&T Broadband July 1993 - May 2000
Union Bank June 1988 - February 1991
Skills
Cross-functional Team..., Process Improvement, Call Centers, Telecommunications, Leadership, Change Management, Operations Management, Customer Service, Customer Experience, VoIP, Troubleshooting, Team Building, Team Leadership, Customer Satisfaction, Management, Vendor Management, Broadband, Budgets, Customer Retention, Sales Operations, Employee Training, Project Management
Education
Regis University 2000 — 2000
Business management
Nichol Bell's Union Bank Experience April 2013 - Present
Job Loan Processing Support at Union Bank
Industry Financial Services
Experience
Union Bank April 2013 - Present
Union Bank October 2012 - April 2013
HSBC Auto Finance/ Santander Consumer USA August 2008 - March 2011
Washington Mutual Bank June 2004 - August 2008
SeaWorld March 2002 - June 2004
Skills
•Comfortable use with..., •Exceptionally able to..., •Consistently..., •Multi-line phone..., •Able to work under..., •Excellent..., •Independent..., •Strong organizational..., •Supports, promotes,...
Education
Kearny High School 1999 — 2003
High School Diploma, General Education
San Diego Mesa College
Child Development/ Education
Union Bank April 2013 - Present
Union Bank October 2012 - April 2013
HSBC Auto Finance/ Santander Consumer USA August 2008 - March 2011
Washington Mutual Bank June 2004 - August 2008
SeaWorld March 2002 - June 2004
Skills
•Comfortable use with..., •Exceptionally able to..., •Consistently..., •Multi-line phone..., •Able to work under..., •Excellent..., •Independent..., •Strong organizational..., •Supports, promotes,...
Education
Kearny High School 1999 — 2003
High School Diploma, General Education
San Diego Mesa College
Child Development/ Education
James Ware Jr's Union Bank Experience June 2013 - Present
Job Consumer loan underwriter III
Industry Financial Services
Experience
Union Bank June 2013 - Present
Chase Home Finance 2012 - 2013
Quicken Loans April 2012 - September 2012
Wells Fargo Home Mortgage April 2010 - April 2012
United Auto credit Corporation June 2003 - November 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Consumer Lending, Credit, Risk Management, Loan Origination, Credit Analysis, Refinance, Customer Service, Loan Servicing, Mortgage Servicing, Underwriting, Banking, Credit Risk, Commercial Lending, Mortgage Underwriting, Sales, Business Strategy, Business Development, Business Planning, Business Process..., Business Administration, Team Management, Marketing Strategy, Sales Management, Revenue & Profit Growth, Strategic Planning, Human Resources, Hiring Practices, Organizational..., Organizational..., Strategic Communications, Product Marketing, Product Strategy, Performance Management, Production Planning, Project Management, Staff Supervision, Staff Retention, Training Delivery, Sales Presentations, Account Management, Relationship Management, Employee Engagement, Customer Engagement
Education
Remington College
Bachelor of Science (B.S.), Business Administration, Management and Operations
Union Bank June 2013 - Present
Chase Home Finance 2012 - 2013
Quicken Loans April 2012 - September 2012
Wells Fargo Home Mortgage April 2010 - April 2012
United Auto credit Corporation June 2003 - November 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Consumer Lending, Credit, Risk Management, Loan Origination, Credit Analysis, Refinance, Customer Service, Loan Servicing, Mortgage Servicing, Underwriting, Banking, Credit Risk, Commercial Lending, Mortgage Underwriting, Sales, Business Strategy, Business Development, Business Planning, Business Process..., Business Administration, Team Management, Marketing Strategy, Sales Management, Revenue & Profit Growth, Strategic Planning, Human Resources, Hiring Practices, Organizational..., Organizational..., Strategic Communications, Product Marketing, Product Strategy, Performance Management, Production Planning, Project Management, Staff Supervision, Staff Retention, Training Delivery, Sales Presentations, Account Management, Relationship Management, Employee Engagement, Customer Engagement
Education
Remington College
Bachelor of Science (B.S.), Business Administration, Management and Operations
Randy Shumake's Union Bank Experience October 1981 - August 1989
Job RETIRED
Industry Banking
Experience
Retired and enjoying time to pursue personal interests and family January 2015 - Present
American First Credit Union March 1997 - Present
Home Savings of America August 1989 - March 1997
Union Bank October 1981 - August 1989
Skills
Skip Tracing, Credit Unions, Loans, Credit, Debt Settlement, Banking, Process Improvement, Account Management, Credit Risk, Fraud, New Business Development, Credit Analysis, Accounts Receivable, Assets Recovery, Risk Management, Loss Mitigation, Credit Cards, Loan Servicing, Customer Retention, Call Centers, Consumer Lending, Underwriting, Portfolio Management, Commercial Lending, Executive Management, Financial Analysis
Education
Rio Hondo College 1974 — 1977
LOS ALTOS HIGH SCHOOL 1964 — 1968
Retired and enjoying time to pursue personal interests and family January 2015 - Present
American First Credit Union March 1997 - Present
Home Savings of America August 1989 - March 1997
Union Bank October 1981 - August 1989
Skills
Skip Tracing, Credit Unions, Loans, Credit, Debt Settlement, Banking, Process Improvement, Account Management, Credit Risk, Fraud, New Business Development, Credit Analysis, Accounts Receivable, Assets Recovery, Risk Management, Loss Mitigation, Credit Cards, Loan Servicing, Customer Retention, Call Centers, Consumer Lending, Underwriting, Portfolio Management, Commercial Lending, Executive Management, Financial Analysis
Education
Rio Hondo College 1974 — 1977
LOS ALTOS HIGH SCHOOL 1964 — 1968
Dalila Tiab's Union Bank Experience December 2010 - July 2014
Job Vice President/Client Manager III/ Treasury Management Officer at US Bank
Industry Banking
Experience
Union Bank December 2010 - July 2014
Wells Fargo Bank September 1999 - March 2009
Skills
Portfolio Management, Retail Banking, Loans, Credit, Banking, Cross Selling, Credit Analysis, Cash management, Commercial Banking, Executive Management, Payments, Account Management, Accounts Payable, Treasury Management, Translation, Employee Training, Customer Retention, Customer Service, Team Building, New Business Development, Management, Risk Management, Relationship Management, Cash Management, Private Banking, Branch Banking, Consumer Lending, Credit Cards, KYC
Education
University of Oran, Algeria 1991 — 1995
B.A, Science
Sacramento City College
Computer applications
Union Bank December 2010 - July 2014
Wells Fargo Bank September 1999 - March 2009
Skills
Portfolio Management, Retail Banking, Loans, Credit, Banking, Cross Selling, Credit Analysis, Cash management, Commercial Banking, Executive Management, Payments, Account Management, Accounts Payable, Treasury Management, Translation, Employee Training, Customer Retention, Customer Service, Team Building, New Business Development, Management, Risk Management, Relationship Management, Cash Management, Private Banking, Branch Banking, Consumer Lending, Credit Cards, KYC
Education
University of Oran, Algeria 1991 — 1995
B.A, Science
Sacramento City College
Computer applications
Sarah Gwynn McFall's Union Bank Experience June 2010 - October 2013
Job FP&A Transformation & MIS Strategy Director
Industry Banking
Experience
MUFG Union Bank October 2013 - Present
Union Bank June 2010 - October 2013
Union Bank February 2007 - June 2010
Union Bank November 2004 - June 2010
Skills
Finance Transformation..., Financial..., Strategic & Operational..., Financial Modeling and..., Organizational..., Hyperion Planning / BSP, OFSAA, Cash Management, Financial Risk, Capital Expenditure...
Education
Rutgers Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance and International Business
Rutgers, The State University of New Jersey-Newark 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
MUFG Union Bank October 2013 - Present
Union Bank June 2010 - October 2013
Union Bank February 2007 - June 2010
Union Bank November 2004 - June 2010
Skills
Finance Transformation..., Financial..., Strategic & Operational..., Financial Modeling and..., Organizational..., Hyperion Planning / BSP, OFSAA, Cash Management, Financial Risk, Capital Expenditure...
Education
Rutgers Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance and International Business
Rutgers, The State University of New Jersey-Newark 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Anna Van Roon's Union Bank Experience June 2009 - Present
Job Customer Service Specialist
Industry Banking
Experience
union bank June 2009 - Present
Citizen Business Bank March 2006 - June 2007
Sprint PCS May 2004 - July 2005
Education
Saddleback College 2000 — 2003
Uncomplete, Psychology
Montebello High School
High School Diploma, Business major
union bank June 2009 - Present
Citizen Business Bank March 2006 - June 2007
Sprint PCS May 2004 - July 2005
Education
Saddleback College 2000 — 2003
Uncomplete, Psychology
Montebello High School
High School Diploma, Business major
Cosandra Adams-Brown's Union Bank Experience March 1990 - November 1992
Job TOA SPECIALIST at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1992 - Present
Union Bank March 1990 - November 1992
Bank of America August 1989 - November 1990
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Investments, Investment Advisory, Securities, Equities, Series 24, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Retirement, Asset Managment, FINRA, Investment Strategies, ETFs, Alternative Investments
Education
Emery High School
Samuel Merritt College
Laney College, Business Administration, Management and Operations
Charles Schwab March 1992 - Present
Union Bank March 1990 - November 1992
Bank of America August 1989 - November 1990
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Investments, Investment Advisory, Securities, Equities, Series 24, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Retirement, Asset Managment, FINRA, Investment Strategies, ETFs, Alternative Investments
Education
Emery High School
Samuel Merritt College
Laney College, Business Administration, Management and Operations
Irene Sloan's Union Bank Experience September 2009 - Present
Job Risk Analyst at Union Bank
Industry Banking
Experience
Union Bank September 2009 - Present
Union Bank September 1996 - September 2009
Education
Rio Hondo College 1994 — 1999
Associates Degree, General
Montebello High School 1990 — 1994
High School Diploma
Union Bank September 2009 - Present
Union Bank September 1996 - September 2009
Education
Rio Hondo College 1994 — 1999
Associates Degree, General
Montebello High School 1990 — 1994
High School Diploma
Arnulfo Higuera Jr's Union Bank Experience June 2009 - March 2011
Job Customer Support Specialist at Kareo
Industry Medical Practice
Experience
kareo April 2011 - November 2013
Union Bank June 2009 - March 2011
Wells FargoCity of Industry March 2007 - April 2009
the district March 2005 - March 2006
sears March 2005 - August 2005
Skills
Customer Service, Sales Support, Call Centers, Salesforce.com
Education
bassett high school 1999 — 2003
diploma
Bassett High School
Diploma
Rio Hondo College
kareo April 2011 - November 2013
Union Bank June 2009 - March 2011
Wells FargoCity of Industry March 2007 - April 2009
the district March 2005 - March 2006
sears March 2005 - August 2005
Skills
Customer Service, Sales Support, Call Centers, Salesforce.com
Education
bassett high school 1999 — 2003
diploma
Bassett High School
Diploma
Rio Hondo College
Katie Eagleheart's Union Bank Experience July 2012 - Present
Job Senior Teller at Union Bank
Industry Retail
Experience
Union Bank July 2012 - Present
The Home Depot April 2011 - July 2012
Barnes & Noble October 2009 - April 2011
Skills
Cashiering, Merchandising, Loss Prevention, Visual Merchandising, Retail, Planograms, Store Management, Retail Sales, Cash Register, Shrinkage, Customer Service, Inventory Management, Store Operations, Big Box, CPFR, Inventory Control, Assortment, Data Entry, Phone Skills, Customer Satisfaction
Education
San Diego Miramar College 2009 — 2014
Business Administration and Management, General
Union Bank July 2012 - Present
The Home Depot April 2011 - July 2012
Barnes & Noble October 2009 - April 2011
Skills
Cashiering, Merchandising, Loss Prevention, Visual Merchandising, Retail, Planograms, Store Management, Retail Sales, Cash Register, Shrinkage, Customer Service, Inventory Management, Store Operations, Big Box, CPFR, Inventory Control, Assortment, Data Entry, Phone Skills, Customer Satisfaction
Education
San Diego Miramar College 2009 — 2014
Business Administration and Management, General
Rami Hafez's Union Bank Experience November 2008 - December 2011
Job Retail Professional
Industry Retail
Experience
Cycle Gear 2012 - Present
Union Bank November 2008 - December 2011
Skills
Sales, Sales Management, Customer Service, Retail Banking
Education
Saddleback College 2008 — 2012
Cycle Gear 2012 - Present
Union Bank November 2008 - December 2011
Skills
Sales, Sales Management, Customer Service, Retail Banking
Education
Saddleback College 2008 — 2012
Ehren Delossantos's Union Bank Experience March 2006 - June 2009
Job Inventory Associate at eBioscience
Industry Biotechnology
Experience
eBioscience July 2010 - Present
Union Bank March 2006 - June 2009
Sure Tech Recovery October 2005 - January 2006
HSBC January 2004 - March 2005
Target October 2003 - December 2003
Education
San Diego City College
eBioscience July 2010 - Present
Union Bank March 2006 - June 2009
Sure Tech Recovery October 2005 - January 2006
HSBC January 2004 - March 2005
Target October 2003 - December 2003
Education
San Diego City College
Remedios M. Reyes's Union Bank Experience March 1997 - June 2013
Job Clerk at Union Bank
Industry Banking
Experience
Union Bank March 1997 - June 2013
Medical Office January 1996 - June 1997
PR Mortgage, Inc. March 1992 - September 1994
Skills
Retail Banking, Banking
Education
San Diego Continuing Education 2013 — 2015
Office Assistant Program, Microsoft Word, Excel and Power Point
University of the East 1973 — 1979
Bachelor's Degree, Business Administration in Banking and Finance
Union Bank March 1997 - June 2013
Medical Office January 1996 - June 1997
PR Mortgage, Inc. March 1992 - September 1994
Skills
Retail Banking, Banking
Education
San Diego Continuing Education 2013 — 2015
Office Assistant Program, Microsoft Word, Excel and Power Point
University of the East 1973 — 1979
Bachelor's Degree, Business Administration in Banking and Finance
Jeanette Kubitz's Union Bank Experience April 1991 - January 2011
Job Banking Professional
Industry Banking
Experience
U.S. Bank December 2013 - July 2015
BBVA Compass 2011 - 2012
Union Bank April 1991 - January 2011
Skills
Consumer Lending, Loans, Retail Banking, Small Business Lending, Cross Selling, Branch Banking, Banking
Education
San Diego Mesa College
Spanish Language and Literature
San Diego State University-California State University
Bachelor of Arts (BA), Spanish Language and Literature
U.S. Bank December 2013 - July 2015
BBVA Compass 2011 - 2012
Union Bank April 1991 - January 2011
Skills
Consumer Lending, Loans, Retail Banking, Small Business Lending, Cross Selling, Branch Banking, Banking
Education
San Diego Mesa College
Spanish Language and Literature
San Diego State University-California State University
Bachelor of Arts (BA), Spanish Language and Literature