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
Kristen Gorée Kristen Gorée's Union Bank Experience May 2010 - September 2014
Job Operations Specialist at Union Bank
Industry Banking
Experience
BBVA Compass October 2014 - Present
Union Bank May 2010 - September 2014
Syntron Bioresearch January 2010 - February 2010
Chase Manhattan Corporation July 2009 - January 2010
Babies R Us June 2005 - July 2009
Skills
Branch Banking, Retail Banking, Bank Operations, Staff Supervision, Opening New Accounts, Cross Selling, Exceed Sales Goals, Employee Training, Cash Handling, Customer Satisfaction, High Level Of Accuracy, Standards Compliance, Marketing Communications, Accounts Payable, Banking
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Applied Arts and Sciences, Communication with an emphasis in Media Studies
BBVA Compass October 2014 - Present
Union Bank May 2010 - September 2014
Syntron Bioresearch January 2010 - February 2010
Chase Manhattan Corporation July 2009 - January 2010
Babies R Us June 2005 - July 2009
Skills
Branch Banking, Retail Banking, Bank Operations, Staff Supervision, Opening New Accounts, Cross Selling, Exceed Sales Goals, Employee Training, Cash Handling, Customer Satisfaction, High Level Of Accuracy, Standards Compliance, Marketing Communications, Accounts Payable, Banking
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Applied Arts and Sciences, Communication with an emphasis in Media Studies
Danielle Royal Danielle Royal's Union Bank Experience April 2013 - Present
Job Mortgage Consultant at Union Bank
Industry Real Estate
Experience
Union Bank April 2013 - Present
American Mortgage Network, a division of Bexil American Mortgage Inc January 2012 - March 2013
360 Mortgage Group July 2010 - January 2012
Wachovia 2006 - April 2009
American Mortgage Network 2001 - 2006
North American Mortgage/WAMU 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Residential Mortgages
Education
San Diego State University-California State University 1987 — 1992
Business, Finance
Union Bank April 2013 - Present
American Mortgage Network, a division of Bexil American Mortgage Inc January 2012 - March 2013
360 Mortgage Group July 2010 - January 2012
Wachovia 2006 - April 2009
American Mortgage Network 2001 - 2006
North American Mortgage/WAMU 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Residential Mortgages
Education
San Diego State University-California State University 1987 — 1992
Business, Finance
Hauhna Harrington-Crowe Hauhna Harrington-Crowe's Union Bank Experience September 2008 - June 2012
Job Business Systems Analyst at Port of San Diego
Industry Government Administration
Experience
Port of San Diego June 2012 - Present
Union Bank September 2008 - June 2012
Skills
Program Management, Project Planning, Public Speaking, Policy, Government, Project Management, Event Planning, Microsoft Office, Analysis, Nonprofits, EMC Documentum, Office365, Training, User Documentation, Business Requirements, Project Coordination, Training & Development, Workshop Facilitation, Contract Management, RFP Generation, Business Analysis, Documentum, Document Management
Education
San Diego State University-California State University
Port of San Diego June 2012 - Present
Union Bank September 2008 - June 2012
Skills
Program Management, Project Planning, Public Speaking, Policy, Government, Project Management, Event Planning, Microsoft Office, Analysis, Nonprofits, EMC Documentum, Office365, Training, User Documentation, Business Requirements, Project Coordination, Training & Development, Workshop Facilitation, Contract Management, RFP Generation, Business Analysis, Documentum, Document Management
Education
San Diego State University-California State University
Laura Olvera, MBA Laura Olvera, MBA's Union Bank Experience 2004 - 2007
Job Application Support Analyst– Implementation & Support GL
Industry Computer Software
Experience
Symitar April 2013 - Present
The Art Institute of California, A College of Argosy University October 2008 - Present
The Art Institute of California, A College of Argosy University January 2007 - October 2008
Union Bank 2004 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Customer Service, Outlook, Data Entry, Research, Time Management, Higher Education, Inventory Management, Public Speaking, Teaching, Photoshop, English, Supervisory Skills, General Ledger, Financial Accounting, Event Planning, Accounting, Accounts Receivable, Policy, Auditing, Data Analysis, Banking, Strategic Financial..., Accounts Payable, Student Financial Aid, Account Reconciliation, Financial Analysis, Teamwork, Analysis, Management, Leadership, Training, Customer Satisfaction, Negotiation, Team Building
Education
Argosy University 2010 — 2012
Master of Business Administration (MBA), Finance & International Business, 3.9
San Diego State University-California State University 2001 — 2006
Bachelor's degree, Psychology
Symitar April 2013 - Present
The Art Institute of California, A College of Argosy University October 2008 - Present
The Art Institute of California, A College of Argosy University January 2007 - October 2008
Union Bank 2004 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Customer Service, Outlook, Data Entry, Research, Time Management, Higher Education, Inventory Management, Public Speaking, Teaching, Photoshop, English, Supervisory Skills, General Ledger, Financial Accounting, Event Planning, Accounting, Accounts Receivable, Policy, Auditing, Data Analysis, Banking, Strategic Financial..., Accounts Payable, Student Financial Aid, Account Reconciliation, Financial Analysis, Teamwork, Analysis, Management, Leadership, Training, Customer Satisfaction, Negotiation, Team Building
Education
Argosy University 2010 — 2012
Master of Business Administration (MBA), Finance & International Business, 3.9
San Diego State University-California State University 2001 — 2006
Bachelor's degree, Psychology
Jim Shollin Jim Shollin's Union Bank Experience October 1994 - June 1999
Job Account Manager at Versatile Information Products
Industry Consumer Services
Experience
Versatile Information Products June 1999 - Present
Union Bank October 1994 - June 1999
Wells Fargo September 1987 - October 1994
Skills
Customer Service, Sales Process, Salesforce.com, Sales, Sales Management, Web Design, Training, Direct Sales, Marketing
Education
San Diego State University-California State University 1981 — 1985
Bachelor's Degree, Major : Ecnomics Minor : Finance
Corona Del Mar High School 1976 — 1979
Versatile Information Products June 1999 - Present
Union Bank October 1994 - June 1999
Wells Fargo September 1987 - October 1994
Skills
Customer Service, Sales Process, Salesforce.com, Sales, Sales Management, Web Design, Training, Direct Sales, Marketing
Education
San Diego State University-California State University 1981 — 1985
Bachelor's Degree, Major : Ecnomics Minor : Finance
Corona Del Mar High School 1976 — 1979
Farrell Soltan Farrell Soltan's Union Bank Experience June 2013 - Present
Job Vice President and Sr Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
M-Squared Consulting, Inc. August 2011 - May 2013
Soltanco August 2008 - August 2011
Union Bank of California September 2006 - November 2008
Aames Capital Corporation / Aames Home Loan December 2001 - September 2006
Resources Global Professionals April 2001 - December 2001
Indymac Bank October 1999 - March 2001
Transamerica January 1996 - October 1999
GE Capital September 1996 - October 1996
Fidelity Federal Bank & Trust 1989 - September 1996
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Management, Project Management, Financial Services, Strategic Financial..., Banking, Strategic Planning, Leadership, Mergers, Benchmarking, CO-PA, Key Performance..., Essbase, Risk Management, Portfolio Management, Access, Appraisals, Investment Properties, Property Management, Operations Research, Process Improvement, Middle Market Lending, Cost Benefit, Microsoft Excel, Microsoft Project, Profitability Analysis, OLAP, Data Warehousing, Technology Platform..., Contract Negotiation, Vendor Management, Outsourcing, Disaster Recovery, Transfer Pricing, Due Diligence, Activity Based Costing, Capital Budgeting, Operating Budgets, Planning Budgeting &..., Fixed Asset Management, Organizational..., SOX Compliancy
Education
San Diego State University-California State University 1980 — 1983
MBA, Finance / Marketing
University of California, San Diego 1976 — 1980
BA, Cultural Anthropology / Economics
Union Bank June 2013 - Present
M-Squared Consulting, Inc. August 2011 - May 2013
Soltanco August 2008 - August 2011
Union Bank of California September 2006 - November 2008
Aames Capital Corporation / Aames Home Loan December 2001 - September 2006
Resources Global Professionals April 2001 - December 2001
Indymac Bank October 1999 - March 2001
Transamerica January 1996 - October 1999
GE Capital September 1996 - October 1996
Fidelity Federal Bank & Trust 1989 - September 1996
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Management, Project Management, Financial Services, Strategic Financial..., Banking, Strategic Planning, Leadership, Mergers, Benchmarking, CO-PA, Key Performance..., Essbase, Risk Management, Portfolio Management, Access, Appraisals, Investment Properties, Property Management, Operations Research, Process Improvement, Middle Market Lending, Cost Benefit, Microsoft Excel, Microsoft Project, Profitability Analysis, OLAP, Data Warehousing, Technology Platform..., Contract Negotiation, Vendor Management, Outsourcing, Disaster Recovery, Transfer Pricing, Due Diligence, Activity Based Costing, Capital Budgeting, Operating Budgets, Planning Budgeting &..., Fixed Asset Management, Organizational..., SOX Compliancy
Education
San Diego State University-California State University 1980 — 1983
MBA, Finance / Marketing
University of California, San Diego 1976 — 1980
BA, Cultural Anthropology / Economics
Jennifer Neuendorff Jennifer Neuendorff's Union Bank Experience July 2011 - October 2013
Job Sr. Marketing Specialist at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank April 2014 - Present
Union Bank July 2011 - October 2013
Union Bank July 2007 - July 2011
Union Bank January 2000 - July 2007
Union Bank July 1992 - January 2000
Union Bank July 1990 - July 1992
Skills
Marketing Strategy, Customer Service, Digital Marketing, Banking, Cross Selling, Financial Services, Relationship Management, Strategy, Credit, Commercial Banking, Retail Banking, Business Development, Segmentation, Risk Management, Leadership, Loans, Direct Mail, Email Newsletter Design, Email Marketing, Search Engine Marketing, Online Marketing, Advertising, Online Advertising, Acquisition Integration, Product Marketing, Product Launch, Regulatory Marketing, Branch Merchandising, Sponsorships, Event Planning, Print, Budget Monitoring, Accounts Payable, Focus Groups, Lines Of Credit, Integrated Marketing, Training, Sponsorship, SEM
Education
San Diego State University-California State University
Bachelor of Arts (BA), Theatre/Theater
BofI Federal Bank April 2014 - Present
Union Bank July 2011 - October 2013
Union Bank July 2007 - July 2011
Union Bank January 2000 - July 2007
Union Bank July 1992 - January 2000
Union Bank July 1990 - July 1992
Skills
Marketing Strategy, Customer Service, Digital Marketing, Banking, Cross Selling, Financial Services, Relationship Management, Strategy, Credit, Commercial Banking, Retail Banking, Business Development, Segmentation, Risk Management, Leadership, Loans, Direct Mail, Email Newsletter Design, Email Marketing, Search Engine Marketing, Online Marketing, Advertising, Online Advertising, Acquisition Integration, Product Marketing, Product Launch, Regulatory Marketing, Branch Merchandising, Sponsorships, Event Planning, Print, Budget Monitoring, Accounts Payable, Focus Groups, Lines Of Credit, Integrated Marketing, Training, Sponsorship, SEM
Education
San Diego State University-California State University
Bachelor of Arts (BA), Theatre/Theater
Jonathan Melton's Union Bank Experience August 2001 - February 2011
Job Business Intelligence Developer at Rabobank
Industry Banking
Experience
Rabobank June 2011 - Present
Frontier Communications February 2011 - June 2011
Union Bank August 2001 - February 2011
Placer Sierra Bank 1998 - August 2001
Skills
Financial Reporting, Banking, Analysis, Business Analysis, Business Development, Integration, Data Analysis, Mergers & Acquisitions, Business Process..., Program Management, Business Intelligence, Project Planning, Access, Project Management, Risk Management, Financial Analysis, Financial Services, Process Improvement, Change Management, Finance, Vendor Management, Management, Portfolio Management, CRM, Accounting, SDLC, Forecasting, Visio
Education
San Diego State University-California State University 2001 — 2004
BA, Economics
Rabobank June 2011 - Present
Frontier Communications February 2011 - June 2011
Union Bank August 2001 - February 2011
Placer Sierra Bank 1998 - August 2001
Skills
Financial Reporting, Banking, Analysis, Business Analysis, Business Development, Integration, Data Analysis, Mergers & Acquisitions, Business Process..., Program Management, Business Intelligence, Project Planning, Access, Project Management, Risk Management, Financial Analysis, Financial Services, Process Improvement, Change Management, Finance, Vendor Management, Management, Portfolio Management, CRM, Accounting, SDLC, Forecasting, Visio
Education
San Diego State University-California State University 2001 — 2004
BA, Economics
Roy Lin Roy Lin's Union Bank Experience March 2015 - Present
Job Junior Trader, AVP at UnionBanc Investment Services
Industry Financial Services
Experience
Union Bank March 2015 - Present
D.A. Davidson & Co. August 2012 - March 2015
Light Tower Investments July 2012 - August 2012
Keystone Capital Corporation February 2012 - June 2012
International Financial and Insurance Services, Inc. August 2011 - December 2011
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance
Union Bank March 2015 - Present
D.A. Davidson & Co. August 2012 - March 2015
Light Tower Investments July 2012 - August 2012
Keystone Capital Corporation February 2012 - June 2012
International Financial and Insurance Services, Inc. August 2011 - December 2011
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance
Debbie Ceragioli Debbie Ceragioli's Union Bank Experience July 1984 - July 1986
Job Owner / North Shore Financial
Industry Financial Services
Experience
Self-employed January 1988 - Present
Union Bank July 1984 - July 1986
Union Bank July 1983 - June 1984
Education
San Diego State University-California State University 1981 — 1983
Master of Business Administration (MBA), Finance and Accounting
University of California, Santa Barbara 1977 — 1981
Bachelor's degree, Communication Studies
Self-employed January 1988 - Present
Union Bank July 1984 - July 1986
Union Bank July 1983 - June 1984
Education
San Diego State University-California State University 1981 — 1983
Master of Business Administration (MBA), Finance and Accounting
University of California, Santa Barbara 1977 — 1981
Bachelor's degree, Communication Studies
James Wray's Union Bank Experience January 2013 - Present
Job Infrastructure Systems Engineer at Union Bank
Industry Information Technology and Services
Experience
Union Bank January 2013 - Present
Dell January 2011 - Present
Teradata March 2010 - October 2010
The Walt Disney Studios 2009 - 2010
IBM Global Services 2008 - 2010
Warner Bros. Entertainment Group of Companies 2009 - 2009
Skills
Citrix, VMware, Virtualization, vSphere, VDI, Cloud Computing, Hyper-V, Application..., Citrix Metaframe, VMware Infrastructure, ITIL, Enterprise Architecture, Windows 7, Active Directory
Education
San Diego State University-California State University 1991 — 1994
BA, Economics
Union Bank January 2013 - Present
Dell January 2011 - Present
Teradata March 2010 - October 2010
The Walt Disney Studios 2009 - 2010
IBM Global Services 2008 - 2010
Warner Bros. Entertainment Group of Companies 2009 - 2009
Skills
Citrix, VMware, Virtualization, vSphere, VDI, Cloud Computing, Hyper-V, Application..., Citrix Metaframe, VMware Infrastructure, ITIL, Enterprise Architecture, Windows 7, Active Directory
Education
San Diego State University-California State University 1991 — 1994
BA, Economics
Jered Barger Jered Barger's Union Bank Experience November 2011 - Present
Job SVP, Division Manager at Union Bank. Rated #1 Banking Reputation in the Country!
Industry Banking
Experience
Union Bank November 2011 - Present
Wells Fargo Private Mortgage Bank August 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - October 2008
World Savings August 1999 - August 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Sales Management, Relationship Management, Underwriting, FHA, Commercial Lending, Residential Mortgages, Refinance
Education
San Diego State University-California State University 1995 — 2000
Bachelor of Science (BS)
Bakersfield High School
Union Bank November 2011 - Present
Wells Fargo Private Mortgage Bank August 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - October 2008
World Savings August 1999 - August 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Sales Management, Relationship Management, Underwriting, FHA, Commercial Lending, Residential Mortgages, Refinance
Education
San Diego State University-California State University 1995 — 2000
Bachelor of Science (BS)
Bakersfield High School
Jordan Laubach Jordan Laubach's Union Bank Experience March 2003 - October 2011
Job Accounting Assistant at Del Mar Thoroughbred Club
Industry Accounting
Experience
Del Mar Thoroughbred Club (Contracted position through K-Force) July 2014 - Present
TrellisWare Technologies (contracted position through Accountemps) August 2013 - July 2014
Union Bank March 2003 - October 2011
Union Bank July 1999 - March 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Financial Reporting, PowerPoint, GAAP, US GAAP, Journal Entries, Account Reconciliation, Customer Service, General Ledger, Research, Public Speaking, Physical Inventory, Microsoft Dynamics NAV, Microsoft Dynamics GP, Mas 90, Opera, MFG-Pro, QAD, ImageNow, Expense Reports, Expense Allocation, Bank Reconciliation, Month End Close, Year-end Close, Purchase Orders, Purchase Requisitions, Microsoft Excel, Vlookup, Pivot Tables, Microsoft Office, Critical Thinking, Team Leadership, General Office Skills, Bookkeeping, Teamwork, Budgets, Financial Statements, Account Management, Financial Accounting, Cost Accounting, Auditing, GAAS, IFRS, Sarbanes-Oxley Act, Leadership, Non-profit Leadership, Microsoft Word
Education
San Diego State University-California State University 2009 — 2013
Bachelor's degree, Accounting
Del Mar Thoroughbred Club (Contracted position through K-Force) July 2014 - Present
TrellisWare Technologies (contracted position through Accountemps) August 2013 - July 2014
Union Bank March 2003 - October 2011
Union Bank July 1999 - March 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Financial Reporting, PowerPoint, GAAP, US GAAP, Journal Entries, Account Reconciliation, Customer Service, General Ledger, Research, Public Speaking, Physical Inventory, Microsoft Dynamics NAV, Microsoft Dynamics GP, Mas 90, Opera, MFG-Pro, QAD, ImageNow, Expense Reports, Expense Allocation, Bank Reconciliation, Month End Close, Year-end Close, Purchase Orders, Purchase Requisitions, Microsoft Excel, Vlookup, Pivot Tables, Microsoft Office, Critical Thinking, Team Leadership, General Office Skills, Bookkeeping, Teamwork, Budgets, Financial Statements, Account Management, Financial Accounting, Cost Accounting, Auditing, GAAS, IFRS, Sarbanes-Oxley Act, Leadership, Non-profit Leadership, Microsoft Word
Education
San Diego State University-California State University 2009 — 2013
Bachelor's degree, Accounting
Dale Northup Dale Northup's Union Bank Experience July 2001 - June 2004
Job SVP & Director REIT Finance Group at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2010 - Present
Central Pacific Bank July 2008 - February 2010
Northup Capital Group July 2004 - June 2008
Union Bank July 2001 - June 2004
Various Commercial Banks 1985 - 2001
Skills
FNRA Series 63 and 79..., Licensed California...
Education
San Diego State University-California State University 1998 — 2000
Master of Business Administration (MBA), Real Estate Emphasis, with Honors
University of Tulsa 1982 — 1984
Bachelor of Science (BS), Business Administration - Finance, Magna Cum Laude
Wells Fargo Bank March 2010 - Present
Central Pacific Bank July 2008 - February 2010
Northup Capital Group July 2004 - June 2008
Union Bank July 2001 - June 2004
Various Commercial Banks 1985 - 2001
Skills
FNRA Series 63 and 79..., Licensed California...
Education
San Diego State University-California State University 1998 — 2000
Master of Business Administration (MBA), Real Estate Emphasis, with Honors
University of Tulsa 1982 — 1984
Bachelor of Science (BS), Business Administration - Finance, Magna Cum Laude
April (April Santos) Tort April (April Santos) Tort's Union Bank Experience February 2008 - October 2008
Job Claims Examiner II at Lincoln Financial Group
Industry Government Administration
Experience
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group August 2012 - September 2013
DFAS July 2010 - July 2012
H&M October 2008 - October 2010
Union Bank February 2008 - October 2008
Skills
Computer Literate, Customer Service, Office Administration, Administrative Support, Microsoft Office, Data Entry, Time Management, Excel, PowerPoint, Word, Typing, Teamwork
Education
San Diego State University 2006 — 2011
Bachelor of Science Business Administration, Finance
San Diego State University-California State University 2006 — 2011
Bachelor of Science, Business Administration Finance
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group August 2012 - September 2013
DFAS July 2010 - July 2012
H&M October 2008 - October 2010
Union Bank February 2008 - October 2008
Skills
Computer Literate, Customer Service, Office Administration, Administrative Support, Microsoft Office, Data Entry, Time Management, Excel, PowerPoint, Word, Typing, Teamwork
Education
San Diego State University 2006 — 2011
Bachelor of Science Business Administration, Finance
San Diego State University-California State University 2006 — 2011
Bachelor of Science, Business Administration Finance
Gilbert Rivera Gilbert Rivera's Union Bank Experience December 2014 - Present
Job Senior Relationship Banker at Union Bank NMLS #472112
Industry Banking
Experience
Union Bank December 2014 - Present
JP Morgan Chase April 2014 - November 2014
Wells Fargo December 2009 - April 2014
Bank of America October 2008 - December 2009
Wells Fargo August 2000 - October 2008
Skills
FHA, Non-Conforming, Mortgage Lending, Mortgage Banking, Refinance, Government Loans, FHA financing, Loan Origination, Home Equity, Residential Mortgages, FHA Financing, Mortgage Marketing, Real Estate, Credit Analysis, Finance, Banking, Real Estate Financing, Underwriting, First Time Home Buyers, Credit, Investment Properties, Loans
Education
San Diego State University-California State University 1998 — 1999
Certificate, Community Economic Development
Pitzer College 1984 — 1988
BA, Organizational Studies
Mater Dei High School 1980 — 1984
High School
Union Bank December 2014 - Present
JP Morgan Chase April 2014 - November 2014
Wells Fargo December 2009 - April 2014
Bank of America October 2008 - December 2009
Wells Fargo August 2000 - October 2008
Skills
FHA, Non-Conforming, Mortgage Lending, Mortgage Banking, Refinance, Government Loans, FHA financing, Loan Origination, Home Equity, Residential Mortgages, FHA Financing, Mortgage Marketing, Real Estate, Credit Analysis, Finance, Banking, Real Estate Financing, Underwriting, First Time Home Buyers, Credit, Investment Properties, Loans
Education
San Diego State University-California State University 1998 — 1999
Certificate, Community Economic Development
Pitzer College 1984 — 1988
BA, Organizational Studies
Mater Dei High School 1980 — 1984
High School
Kristine Quirk Kristine Quirk's Union Bank Experience April 2010 - Present
Job Marketing Director, Wealth Markets
Industry Marketing and Advertising
Experience
Union Bank April 2010 - Present
Waddle and Trot 5K and Fun Run June 2012 - Present
Love in the Name of Christ December 2008 - April 2010
Union Bank of California 1997 - 2004
Skills
Direct Marketing, Strategy, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Management, Brand Development, Copywriting, Customer Acquisition, Strategic Communications, Event Management, Marketing, Public Relations, Direct Mail, Advertising, Marketing Strategy, Lead Generation, Product Marketing, Strategic Partnerships, Product Management, Management
Education
San Diego State University-California State University 1995 — 1997
MBA, Marketing
University of Massachusetts, Amherst 1987 — 1991
BS, Journalism, Public Relations
Union Bank April 2010 - Present
Waddle and Trot 5K and Fun Run June 2012 - Present
Love in the Name of Christ December 2008 - April 2010
Union Bank of California 1997 - 2004
Skills
Direct Marketing, Strategy, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Management, Brand Development, Copywriting, Customer Acquisition, Strategic Communications, Event Management, Marketing, Public Relations, Direct Mail, Advertising, Marketing Strategy, Lead Generation, Product Marketing, Strategic Partnerships, Product Management, Management
Education
San Diego State University-California State University 1995 — 1997
MBA, Marketing
University of Massachusetts, Amherst 1987 — 1991
BS, Journalism, Public Relations
Julietta Giselle Gonzalez's Union Bank Experience May 2006 - October 2009
Job Consumer Sales Account Manager, Education & Latin America
Industry Computer Hardware
Experience
Centon Electronics January 2010 - Present
Zeiler Marketing & PR September 2009 - January 2010
Union Bank May 2006 - October 2009
National City Chamber of Comm 2009 - 2009
Skills
Key Account Management, Sales Management, New Business Development, Sales, Pricing, Marketing Strategy, Negotiation, Market Research, Retail, Social Media Marketing, Strategic Planning, Public Relations, Public Speaking, Community Outreach, Spanish-speaking, Customer Experience, Customer Retention, Press Releases, Sales Presentations, Customer Acquisition, Competitive, Sales Prospecting, Client Development, Retail Category..., Lead Generation, Trade Show Strategy, Profitable Growth, Distribution Strategies, Demand Forecasting, Writing, Proposal Writing, Oral Communication, Interpersonal Skill, Sales Promotion, Promotions, Translation, Trade Shows, Merchandise Planning, Inventory Analysis, Inventory Management, Project Coordination, Cross-functional..., Multi Tasking, Training, Email Marketing, Customer Service, Cold Calling
Education
San Diego State University-California State University 2006 — 2009
Bachelor's degree, Integrated Marketing Communications
Southwestern College 2004 — 2006
Associate's degree
Academy of Our Lady of Peace 2000 — 2004
High School
Centon Electronics January 2010 - Present
Zeiler Marketing & PR September 2009 - January 2010
Union Bank May 2006 - October 2009
National City Chamber of Comm 2009 - 2009
Skills
Key Account Management, Sales Management, New Business Development, Sales, Pricing, Marketing Strategy, Negotiation, Market Research, Retail, Social Media Marketing, Strategic Planning, Public Relations, Public Speaking, Community Outreach, Spanish-speaking, Customer Experience, Customer Retention, Press Releases, Sales Presentations, Customer Acquisition, Competitive, Sales Prospecting, Client Development, Retail Category..., Lead Generation, Trade Show Strategy, Profitable Growth, Distribution Strategies, Demand Forecasting, Writing, Proposal Writing, Oral Communication, Interpersonal Skill, Sales Promotion, Promotions, Translation, Trade Shows, Merchandise Planning, Inventory Analysis, Inventory Management, Project Coordination, Cross-functional..., Multi Tasking, Training, Email Marketing, Customer Service, Cold Calling
Education
San Diego State University-California State University 2006 — 2009
Bachelor's degree, Integrated Marketing Communications
Southwestern College 2004 — 2006
Associate's degree
Academy of Our Lady of Peace 2000 — 2004
High School
Peggy Edwards Peggy Edwards's Union Bank Experience April 2012 - May 2014
Job Owner, Need It Now Elearning (N.I.N.E.) and Decorama Decor
Industry E-Learning
Experience
Need It Now Elearning, and Decorama Decor May 2014 - Present
Union Bank April 2012 - May 2014
Pegasus Learning Consulting October 2010 - March 2012
Cardinal Health / CareFusion September 2006 - October 2010
Toshiba America Medical Systems, Electronic Components January 1998 - September 2006
Paragon Performance January 1994 - January 1998
Baxter Healthcare January 1990 - January 1994
Skills
Project Manager, Instructional Design, Instructional Technology, Web-based Training, Technical Training, Software Training, Instructor-led Training, FDA, Change Management, Management Training, Soft Skills, Medical Devices, Insurance, Semiconductors, Video Production, Talent Development, HRIS, LMS, AB1825, ETP, Webinar, SharePoint, Onboarding, Hands-on Training, E-Learning, Talent Management, Management Development, Training, Learning Management..., Training Delivery, Management, Recruiting, Human Resources, Webinars, Project Management, Program Management
Education
Fielding 2003 — 2005
Masters, OD/OM
University of California, Irvine 1974 — 1978
BA
San Diego State University-California State University
MA - in progress, Learning Technologies
Need It Now Elearning, and Decorama Decor May 2014 - Present
Union Bank April 2012 - May 2014
Pegasus Learning Consulting October 2010 - March 2012
Cardinal Health / CareFusion September 2006 - October 2010
Toshiba America Medical Systems, Electronic Components January 1998 - September 2006
Paragon Performance January 1994 - January 1998
Baxter Healthcare January 1990 - January 1994
Skills
Project Manager, Instructional Design, Instructional Technology, Web-based Training, Technical Training, Software Training, Instructor-led Training, FDA, Change Management, Management Training, Soft Skills, Medical Devices, Insurance, Semiconductors, Video Production, Talent Development, HRIS, LMS, AB1825, ETP, Webinar, SharePoint, Onboarding, Hands-on Training, E-Learning, Talent Management, Management Development, Training, Learning Management..., Training Delivery, Management, Recruiting, Human Resources, Webinars, Project Management, Program Management
Education
Fielding 2003 — 2005
Masters, OD/OM
University of California, Irvine 1974 — 1978
BA
San Diego State University-California State University
MA - in progress, Learning Technologies
Bill Bilicki Bill Bilicki's Union Bank Experience January 2011 - Present
Job Retail Mortgage Executive, Managing Director
Industry Banking
Experience
Union Bank January 2011 - Present
JP Morgan Chase January 2009 - January 2011
Wachovia Bank January 1996 - December 2008
Education
San Diego State University-California State University 1985 — 1990
BA, Finance
Union Bank January 2011 - Present
JP Morgan Chase January 2009 - January 2011
Wachovia Bank January 1996 - December 2008
Education
San Diego State University-California State University 1985 — 1990
BA, Finance
Brian Gemmell's Union Bank Experience June 2009 - June 2010
Job Vice President, Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Union Bank June 2009 - June 2010
Bank of America December 2006 - April 2009
Bank of America March 2003 - December 2006
Skills
Banking, CRM, Credit, Financial Services, FINRA, Investments, Leadership, Loans, Management, Mortgage Lending, Series 63, Wealth Management, Wealth Management...
Education
University of Phoenix 2009 — 2011
BS Finance, Finance
San Diego State University-California State University 2001 — 2002
Finance
Merrill Lynch June 2010 - Present
Union Bank June 2009 - June 2010
Bank of America December 2006 - April 2009
Bank of America March 2003 - December 2006
Skills
Banking, CRM, Credit, Financial Services, FINRA, Investments, Leadership, Loans, Management, Mortgage Lending, Series 63, Wealth Management, Wealth Management...
Education
University of Phoenix 2009 — 2011
BS Finance, Finance
San Diego State University-California State University 2001 — 2002
Finance
Kimberly DeSimone's Union Bank Experience October 2014 - Present
Job Personal Trust Associate III at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
City National Bank June 2013 - October 2014
City National Bank June 2010 - May 2013
City National Bank December 2008 - May 2010
Skills
Editing, Administration, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Planning, Social Media, Customer Service, Social Networking, Leadership
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts (B.A.), Public Administration
Union Bank October 2014 - Present
City National Bank June 2013 - October 2014
City National Bank June 2010 - May 2013
City National Bank December 2008 - May 2010
Skills
Editing, Administration, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Planning, Social Media, Customer Service, Social Networking, Leadership
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts (B.A.), Public Administration
Damir Vejzovic Damir Vejzovic's Union Bank Experience August 2010 - October 2012
Job Customer Service Supervisor at First Foundation Bank
Industry Banking
Experience
First Foundation Bank October 2012 - Present
Union Bank August 2010 - October 2012
Ashley Furniture Industries March 2005 - July 2006
Education
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (BA), Germanic Languages, Literatures, and Linguistics
Alofons High School, Munich, Germany 1996 — 1999
General Studies
First Foundation Bank October 2012 - Present
Union Bank August 2010 - October 2012
Ashley Furniture Industries March 2005 - July 2006
Education
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (BA), Germanic Languages, Literatures, and Linguistics
Alofons High School, Munich, Germany 1996 — 1999
General Studies
Hamid Makmalchi, MAcc Hamid Makmalchi, MAcc's Union Bank Experience March 2012 - Present
Job Senior Relationship Banker
Industry Financial Services
Experience
Union Bank March 2012 - Present
JPMorgan Chase February 2007 - October 2011
Internal Revenue Service 2009 - 2010
Elite Accounting & Tax Services Inc. January 2003 - February 2007
Education
National University 2011 — 2013
Master's degree, Accounting
San Diego State University-California State University 2006 — 2008
Political Science, American Government and Politics (United States)
Union Bank March 2012 - Present
JPMorgan Chase February 2007 - October 2011
Internal Revenue Service 2009 - 2010
Elite Accounting & Tax Services Inc. January 2003 - February 2007
Education
National University 2011 — 2013
Master's degree, Accounting
San Diego State University-California State University 2006 — 2008
Political Science, American Government and Politics (United States)
Julia Scavone Julia Scavone's Union Bank Experience April 2011 - Present
Job Managing Director, Residential Lending at Union Bank
Industry Banking
Experience
Union Bank April 2011 - Present
JP Morgan Chase September 2008 - April 2011
Washington Mutual October 2006 - September 2008
Washington Mutual October 2001 - October 2006
Hollywood Digital 1991 - 2001
Education
San Diego State University-California State University
BS, Business, Marketing
Union Bank April 2011 - Present
JP Morgan Chase September 2008 - April 2011
Washington Mutual October 2006 - September 2008
Washington Mutual October 2001 - October 2006
Hollywood Digital 1991 - 2001
Education
San Diego State University-California State University
BS, Business, Marketing
Darr Woods Darr Woods's Union Bank Experience September 1994 - March 2003
Job SVP & Relationship Manager at US Bank
Industry Banking
Experience
US Bank October 2005 - Present
San Diego National Bank February 2003 - March 2005
Union Bank September 1994 - March 2003
First Interstate Bank July 1978 - September 1994
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Loans, Lines Of Credit, Small Business Lending, Credit Analysis, Financial Analysis, Asset Based Lending, Loan Origination
Education
Stanford Business School 1988 — 1991
Banking School Program, Banking
San Diego State University-California State University 1973 — 1978
B.S. in Accounting, Accounting, Finance
US Bank October 2005 - Present
San Diego National Bank February 2003 - March 2005
Union Bank September 1994 - March 2003
First Interstate Bank July 1978 - September 1994
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Loans, Lines Of Credit, Small Business Lending, Credit Analysis, Financial Analysis, Asset Based Lending, Loan Origination
Education
Stanford Business School 1988 — 1991
Banking School Program, Banking
San Diego State University-California State University 1973 — 1978
B.S. in Accounting, Accounting, Finance
James Olmstead James Olmstead's Union Bank Experience May 2008 - Present
Job Business Lending Professional
Industry Banking
Experience
Union Bank May 2008 - Present
Union Bank March 2005 - May 2008
Union Bank February 2003 - February 2005
Wells Fargo Bank October 2001 - February 2003
Skills
Financial Analysis, Finance, Business Analysis, Business Development, Commercial Lending, Asset Based Lending, Cash Flow Lending, Real Estate Lending, C&I Lending, Small Business Lending, Financial Risk, Credit Risk, Risk Analysis, Risk Management
Education
San Diego State University
Union Bank May 2008 - Present
Union Bank March 2005 - May 2008
Union Bank February 2003 - February 2005
Wells Fargo Bank October 2001 - February 2003
Skills
Financial Analysis, Finance, Business Analysis, Business Development, Commercial Lending, Asset Based Lending, Cash Flow Lending, Real Estate Lending, C&I Lending, Small Business Lending, Financial Risk, Credit Risk, Risk Analysis, Risk Management
Education
San Diego State University
Kio Johnson Kio Johnson's Union Bank Experience January 2014 - Present
Job Vice President Private Banker at Union Bank
Industry Banking
Experience
Union Bank January 2014 - Present
Union Bank October 2012 - January 2014
Union Bank July 2010 - October 2012
Wells Fargo Bank April 2010 - July 2010
Wachovia, A Wells Fargo Company March 2008 - April 2010
Citibank November 2002 - February 2008
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Credit, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Wealth Management, Lines Of Credit, Investments, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Notary Public, NMLS Licensed, Finance, Financial Analysis, Sales, Cross Selling, Portfolio Management, Financial Risk
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS)
Union Bank January 2014 - Present
Union Bank October 2012 - January 2014
Union Bank July 2010 - October 2012
Wells Fargo Bank April 2010 - July 2010
Wachovia, A Wells Fargo Company March 2008 - April 2010
Citibank November 2002 - February 2008
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Credit, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Wealth Management, Lines Of Credit, Investments, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Notary Public, NMLS Licensed, Finance, Financial Analysis, Sales, Cross Selling, Portfolio Management, Financial Risk
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS)
John W. Cardosa John W. Cardosa's Union Bank Experience 2003 - 2011
Job Vice President Alternate Group Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank 2011 - Present
Union Bank 2003 - 2011
RSM EquiCo 2002 - 2003
Provasis Therapeutics, Inc. 2000 - 2002
National Steel & Shipbuilding Company and Subsidiaries 1989 - 1999
Skills
Mergers, Corporate Finance, Investment Management, Non-profits, Financial Analysis, Mergers & Acquisitions, Nonprofits, Financial Reporting, Cash Management, Valuation, Private Equity, Negotiation, Strategic Planning, Budgets, Portfolio Management
Education
San Diego State University-California State University
BS, Business Administration - Finance
Comerica Bank 2011 - Present
Union Bank 2003 - 2011
RSM EquiCo 2002 - 2003
Provasis Therapeutics, Inc. 2000 - 2002
National Steel & Shipbuilding Company and Subsidiaries 1989 - 1999
Skills
Mergers, Corporate Finance, Investment Management, Non-profits, Financial Analysis, Mergers & Acquisitions, Nonprofits, Financial Reporting, Cash Management, Valuation, Private Equity, Negotiation, Strategic Planning, Budgets, Portfolio Management
Education
San Diego State University-California State University
BS, Business Administration - Finance
Anthony J. Cresci's Union Bank Experience July 2003 - June 2004
Job Senior Manager, Corporate and Business Development at Proofpoint
Industry Computer Software
Experience
Proofpoint January 2014 - Present
Proofpoint May 2013 - December 2013
UBS Investment Bank April 2012 - March 2013
Morgan Joseph TriArtisan July 2010 - April 2012
Platinum Equity 2010 - 2010
Fortress Investment Group 2009 - 2009
UBS 2004 - 2008
Union Bank July 2003 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Investments, Debt, Private Equity, Due Diligence, Series 7, Financial Analysis, Mergers & Acquisitions, Venture Capital, Portfolio Management, Asset Management, Fixed Income
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
San Diego State University-California State University 1999 — 2003
BS, Finance
Proofpoint January 2014 - Present
Proofpoint May 2013 - December 2013
UBS Investment Bank April 2012 - March 2013
Morgan Joseph TriArtisan July 2010 - April 2012
Platinum Equity 2010 - 2010
Fortress Investment Group 2009 - 2009
UBS 2004 - 2008
Union Bank July 2003 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Investments, Debt, Private Equity, Due Diligence, Series 7, Financial Analysis, Mergers & Acquisitions, Venture Capital, Portfolio Management, Asset Management, Fixed Income
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
San Diego State University-California State University 1999 — 2003
BS, Finance
Lerissa Patrick Lerissa Patrick's Union Bank Experience September 2014 - November 2014
Job Experienced, creative instructional designer
Industry E-Learning
Experience
OneRoof Energy, Inc. February 2015 - Present
Union Bank September 2014 - November 2014
SDG&E October 2013 - April 2014
Gemological Institute of America 2013 - September 2013
SDG&E 2010 - 2011
Kratos Defense and Security Solutions June 2009 - October 2010
Cardinal 2003 - 2008
CLARITY Focusing of San Diego 1996 - 2007
Family IQ 2002 - 2002
Creative Learning Systems 2000 - 2002
Skills
Articulate, ProForm, Mediation, Distance Learning, Instructional Technology, Adult Education, Hands-on Training, Job Aids, Educational Technology, Captivate, E-Learning, ADDIE, Instructional Design, Instructor-led Training, Facilitators, RoboHelp, SCORM, Curriculum Development, Human Performance, Multimedia, Curriculum Design, Storyboarding, Training, Task Analysis, Teaching, Training Delivery, Adult Learning Theory, Workshop Facilitation, SharePoint, Learning Theory, Public Speaking, Quizmaker, Adobe Presenter, Learning Management..., Employee Training, Performance Consulting, Blended Learning
Education
San Diego State University-California State University 1988 — 1990
N/A, Educational Technology
University of Colorado Boulder 1972 — 1976
BS, Journalism
Park Lane Elementary
OneRoof Energy, Inc. February 2015 - Present
Union Bank September 2014 - November 2014
SDG&E October 2013 - April 2014
Gemological Institute of America 2013 - September 2013
SDG&E 2010 - 2011
Kratos Defense and Security Solutions June 2009 - October 2010
Cardinal 2003 - 2008
CLARITY Focusing of San Diego 1996 - 2007
Family IQ 2002 - 2002
Creative Learning Systems 2000 - 2002
Skills
Articulate, ProForm, Mediation, Distance Learning, Instructional Technology, Adult Education, Hands-on Training, Job Aids, Educational Technology, Captivate, E-Learning, ADDIE, Instructional Design, Instructor-led Training, Facilitators, RoboHelp, SCORM, Curriculum Development, Human Performance, Multimedia, Curriculum Design, Storyboarding, Training, Task Analysis, Teaching, Training Delivery, Adult Learning Theory, Workshop Facilitation, SharePoint, Learning Theory, Public Speaking, Quizmaker, Adobe Presenter, Learning Management..., Employee Training, Performance Consulting, Blended Learning
Education
San Diego State University-California State University 1988 — 1990
N/A, Educational Technology
University of Colorado Boulder 1972 — 1976
BS, Journalism
Park Lane Elementary
Don Nguyen, MBA Don Nguyen, MBA's Union Bank Experience February 2012 - January 2014
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Restaurant Finance January 2014 - Present
Union Bank February 2012 - January 2014
Wells Fargo 2009 - 2012
Wells Fargo April 2007 - January 2009
Skills
Credit Risk, Financial Statement..., Financial Modeling, Small Business Lending, Loans, Commercial Lending, Banking, Lines Of Credit, Credit Analysis, Loan Origination, New Customer..., Treasury Management, Cash Management, Credit, Consumer Lending, Mortgage Lending, Financial Accounting, Supply Chain Management, Cold Calling, Customer Service
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
San Diego State University-California State University 2002 — 2007
Bachelor of Science (B.S.), Finance, General
Wells Fargo Restaurant Finance January 2014 - Present
Union Bank February 2012 - January 2014
Wells Fargo 2009 - 2012
Wells Fargo April 2007 - January 2009
Skills
Credit Risk, Financial Statement..., Financial Modeling, Small Business Lending, Loans, Commercial Lending, Banking, Lines Of Credit, Credit Analysis, Loan Origination, New Customer..., Treasury Management, Cash Management, Credit, Consumer Lending, Mortgage Lending, Financial Accounting, Supply Chain Management, Cold Calling, Customer Service
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
San Diego State University-California State University 2002 — 2007
Bachelor of Science (B.S.), Finance, General
Rachael Hess's Union Bank Experience October 2012 - March 2015
Job Customer Account Manager at AMN Healthcare
Industry Financial Services
Experience
AMN Healthcare March 2015 - Present
Union Bank October 2012 - March 2015
House of Scuba December 2012 - April 2014
Comerica Bank September 2011 - October 2012
TAG (THE ACCOUNTING GROUP) October 2009 - December 2009
WACHOVIA SECURITIES April 2009 - May 2009
Skills
Banking, Marketing, Customer Service, Sales, Loans, Advertising, Business Development, Finance, New Business Development, Business Strategy, Analysis, Retail, Accounting, Project Planning, Financial Analysis, Diving, Leadership
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (BS), Business Marketing; Specializing in Integrated Marketing Communications
John Cabot in Rome, Italy
International Business, Italian Language
Lorenzo De' Medici in Florence, Italy
International Business, Italian Language
AMN Healthcare March 2015 - Present
Union Bank October 2012 - March 2015
House of Scuba December 2012 - April 2014
Comerica Bank September 2011 - October 2012
TAG (THE ACCOUNTING GROUP) October 2009 - December 2009
WACHOVIA SECURITIES April 2009 - May 2009
Skills
Banking, Marketing, Customer Service, Sales, Loans, Advertising, Business Development, Finance, New Business Development, Business Strategy, Analysis, Retail, Accounting, Project Planning, Financial Analysis, Diving, Leadership
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (BS), Business Marketing; Specializing in Integrated Marketing Communications
John Cabot in Rome, Italy
International Business, Italian Language
Lorenzo De' Medici in Florence, Italy
International Business, Italian Language
Ben Reeve Ben Reeve's Union Bank Experience October 1983 - Present
Job Vice President Union Bank
Industry Banking
Experience
Ben Reeve Photography January 2013 - Present
Union Bank October 1983 - Present
Rancho San Diego Music Foundation June 2009 - June 2011
Skills
Electronic Payments, Banking, Payment Systems, Payments, Vendor Management, Business Development, Strategic Planning, Project Management, Software Development, Risk Management
Education
San Diego State University-California State University 1986 — 1991
BS Degree, Biology
Ben Reeve Photography January 2013 - Present
Union Bank October 1983 - Present
Rancho San Diego Music Foundation June 2009 - June 2011
Skills
Electronic Payments, Banking, Payment Systems, Payments, Vendor Management, Business Development, Strategic Planning, Project Management, Software Development, Risk Management
Education
San Diego State University-California State University 1986 — 1991
BS Degree, Biology
Cyrielle Phan Cyrielle Phan's Union Bank Experience April 2012 - September 2013
Job Legal Assistant at The Law Offices of Thomas W. Rutledge, APC
Industry Investment Management
Experience
The Law Offices of Thomas W. Rutledge, APC September 2013 - Present
Union Bank April 2012 - September 2013
Victoria's Secret June 2009 - March 2012
Xponential Growth Solutions August 2009 - March 2010
Wells Fargo Advisors, LLC March 2009 - July 2009
Skills
Human Resources, Employee Training, Recruiting, Project Management, Event Management, Events Coordination, Payroll, Marketing, Microsoft Office, Cash Management, Customer Service, Budgets, Social Media, Microsoft Excel, Sales, Management, Event Planning, Social Media Marketing, Social Networking, PowerPoint
Education
San Diego State University-California State University 2006 — 2010
BS, Business Administration - Marketing
The Law Offices of Thomas W. Rutledge, APC September 2013 - Present
Union Bank April 2012 - September 2013
Victoria's Secret June 2009 - March 2012
Xponential Growth Solutions August 2009 - March 2010
Wells Fargo Advisors, LLC March 2009 - July 2009
Skills
Human Resources, Employee Training, Recruiting, Project Management, Event Management, Events Coordination, Payroll, Marketing, Microsoft Office, Cash Management, Customer Service, Budgets, Social Media, Microsoft Excel, Sales, Management, Event Planning, Social Media Marketing, Social Networking, PowerPoint
Education
San Diego State University-California State University 2006 — 2010
BS, Business Administration - Marketing
Keely Minton Keely Minton's Union Bank Experience July 2011 - Present
Job VP, Marketing, UnionBanc Investment Services at Union Bank
Industry Financial Services
Experience
Union Bank July 2011 - Present
Dunham & Associates September 2009 - July 2011
WaMu/JP Morgan Chase June 2008 - August 2009
WaMu Investments August 2002 - June 2008
Main Street Trading January 1999 - July 2002
Union Bank of California January 1998 - January 1999
Skills
Marketing Strategy, Marketing..., Brand Communication, Internal Communications, Executive Messaging, Event Planning, Corporate Events, Integrated Marketing, Management, Messaging, Financial Services, Direct Mail, Marketing, Advertising, Sales, Program Management, Investments, Brand Management, Sales Operations, Retail, Budgets, Online Marketing, Direct Marketing, Lead Generation, Sponsorship, Marketing Communications, Brand Development, Public Relations, Leadership, Product Development, CRM, Social Media Marketing, Market Planning, Email Marketing, Digital Marketing, Series 63, Brand Awareness, Strategic Communications, Market Research, Strategic Planning, Product Marketing, Portfolio Management, Strategy, FINRA, Multi-channel Marketing, Corporate Communications, Relationship Management
Education
San Diego State University-California State University
University of California, Davis
Union Bank July 2011 - Present
Dunham & Associates September 2009 - July 2011
WaMu/JP Morgan Chase June 2008 - August 2009
WaMu Investments August 2002 - June 2008
Main Street Trading January 1999 - July 2002
Union Bank of California January 1998 - January 1999
Skills
Marketing Strategy, Marketing..., Brand Communication, Internal Communications, Executive Messaging, Event Planning, Corporate Events, Integrated Marketing, Management, Messaging, Financial Services, Direct Mail, Marketing, Advertising, Sales, Program Management, Investments, Brand Management, Sales Operations, Retail, Budgets, Online Marketing, Direct Marketing, Lead Generation, Sponsorship, Marketing Communications, Brand Development, Public Relations, Leadership, Product Development, CRM, Social Media Marketing, Market Planning, Email Marketing, Digital Marketing, Series 63, Brand Awareness, Strategic Communications, Market Research, Strategic Planning, Product Marketing, Portfolio Management, Strategy, FINRA, Multi-channel Marketing, Corporate Communications, Relationship Management
Education
San Diego State University-California State University
University of California, Davis
hauhna harrington hauhna harrington's Union Bank Experience AccountantCreative Real EstateMay 2005 - November 2008
Job Operations Assistant II at Union Bank
Industry Banking
Experience
Union Bank AccountantCreative Real EstateMay 2005 - November 2008
Education
San Diego State University-California State University 2006 — 2008
Union Bank AccountantCreative Real EstateMay 2005 - November 2008
Education
San Diego State University-California State University 2006 — 2008
Karen Avrashow Karen Avrashow's Union Bank Experience February 2010 - August 2015
Job Senior Communications Professional
Industry Marketing and Advertising
Experience
Union Bank February 2010 - August 2015
Southern California Edison January 2008 - January 2010
Sun Microsystems, Inc. September 2005 - November 2007
Health Net, Inc. March 2003 - September 2005
(Ketchum) Sheppard Associates 1997 - 2002
Skills
Strategic Communications, Internal Communications, Corporate Communications, Strategy, Management, Program Management, Leadership, Public Relations, Marketing Communications, Social Media, Change Management, Marketing, Executive-level..., Executive..., Media Relations, Advertising, Human Resources, Employee Engagement, Crisis Communications, Communication Training, Press Releases, Project Management, Integrated Marketing, Social Media Marketing
Education
San Diego State University-California State University
Bachelor’s Degree, Journalism
Union Bank February 2010 - August 2015
Southern California Edison January 2008 - January 2010
Sun Microsystems, Inc. September 2005 - November 2007
Health Net, Inc. March 2003 - September 2005
(Ketchum) Sheppard Associates 1997 - 2002
Skills
Strategic Communications, Internal Communications, Corporate Communications, Strategy, Management, Program Management, Leadership, Public Relations, Marketing Communications, Social Media, Change Management, Marketing, Executive-level..., Executive..., Media Relations, Advertising, Human Resources, Employee Engagement, Crisis Communications, Communication Training, Press Releases, Project Management, Integrated Marketing, Social Media Marketing
Education
San Diego State University-California State University
Bachelor’s Degree, Journalism
Jerry Iwata Jerry Iwata's Union Bank Experience 1991 - 1999
Job Life Sciences at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2011 - Present
Ascend May 2010 - Present
Bay Bio Institute January 2008 - January 2013
Comerica August 2000 - April 2011
Union Bank 1991 - 1999
Skills
Life Sciences, Commercial Banking, Technology, Venture Capital, Commercial Finance, Asset Based Lending, New Business Development, Due Diligence, Lifesciences, Strategy, Entrepreneurship, Mergers & Acquisitions, Leadership, Biotechnology, Loans, Relationship Management, Private Equity
Education
San Diego State University-California State University 1989 — 1990
MBA, Finance
San Francisco State University 1985 — 1989
BA, Economics
Wells Fargo Bank April 2011 - Present
Ascend May 2010 - Present
Bay Bio Institute January 2008 - January 2013
Comerica August 2000 - April 2011
Union Bank 1991 - 1999
Skills
Life Sciences, Commercial Banking, Technology, Venture Capital, Commercial Finance, Asset Based Lending, New Business Development, Due Diligence, Lifesciences, Strategy, Entrepreneurship, Mergers & Acquisitions, Leadership, Biotechnology, Loans, Relationship Management, Private Equity
Education
San Diego State University-California State University 1989 — 1990
MBA, Finance
San Francisco State University 1985 — 1989
BA, Economics
Michael Mortensen Michael Mortensen's Union Bank Experience August 2012 - Present
Job CEO, UnionBanc Investment Services at Union Bank
Industry Financial Services
Experience
Union Bank August 2012 - Present
PNC Investments November 1997 - September 2012
Make-A-Wish Foundation August 2006 - August 2012
Bank Insurance and Securities Association 1997 - 2005
PNC Investments June 1996 - November 1997
PNC Investments December 1994 - June 1996
Essex December 1992 - December 1994
GNA Corp. June 1991 - December 1992
Skills
Wealth Management, Series 7, Investments, Mutual Funds, Strategic Financial..., Leadership, Financial Services, Portfolio Management, Banking, Securities, Investment Advisory, Asset Allocation, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Financial Advisory, 401k, Financial Planning, Investment Strategies, Series 63
Education
San Diego State University-California State University 1979 — 1982
Finance, Finance and Economics
Union Bank August 2012 - Present
PNC Investments November 1997 - September 2012
Make-A-Wish Foundation August 2006 - August 2012
Bank Insurance and Securities Association 1997 - 2005
PNC Investments June 1996 - November 1997
PNC Investments December 1994 - June 1996
Essex December 1992 - December 1994
GNA Corp. June 1991 - December 1992
Skills
Wealth Management, Series 7, Investments, Mutual Funds, Strategic Financial..., Leadership, Financial Services, Portfolio Management, Banking, Securities, Investment Advisory, Asset Allocation, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Financial Advisory, 401k, Financial Planning, Investment Strategies, Series 63
Education
San Diego State University-California State University 1979 — 1982
Finance, Finance and Economics
Dominique Ward Dominique Ward's Union Bank Experience May 2013 - Present
Job Premier Banker with Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Union Bank May 2013 - Present
Wells Fargo Bank 2010 - May 2013
Silicon Border 2009 - 2009
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Mortgage Lending
Education
San Diego State University-California State University 2008 — 2010
International Business, International Business
Wells Fargo October 2014 - Present
Union Bank May 2013 - Present
Wells Fargo Bank 2010 - May 2013
Silicon Border 2009 - 2009
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Mortgage Lending
Education
San Diego State University-California State University 2008 — 2010
International Business, International Business
Jeff Schwarzer Jeff Schwarzer's Union Bank Experience 1995 - 2000
Job SVP Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank February 2000 - Present
Union Bank 1995 - 2000
Education
San Diego State University-California State University 1988 — 1993
BS, Accounting
City National Bank February 2000 - Present
Union Bank 1995 - 2000
Education
San Diego State University-California State University 1988 — 1993
BS, Accounting
Michael Aceves Michael Aceves's Union Bank Experience December 1998 - Present
Job Managing Director at MUFG Union Bank
Industry Banking
Experience
Union Bank December 1998 - Present
Union Bank December 1998 - Present
Skills
Financial Analysis, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans, Banking, Mortgage Lending, Asset Based Lending, Risk Management
Education
San Diego State University-California State University
Union Bank December 1998 - Present
Union Bank December 1998 - Present
Skills
Financial Analysis, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans, Banking, Mortgage Lending, Asset Based Lending, Risk Management
Education
San Diego State University-California State University
Bruce Breslau Bruce Breslau's Union Bank Experience May 1993 - Present
Job Managing Director & Market Manager at Union Bank
Industry Banking
Experience
Union Bank May 1993 - Present
Skills
Commercial Lending, Commercial Banking, Mortgage Lending, Basel II, Credit Cards, Small Business Lending, Loans, Credit Analysis, Banking, Leadership, Credit, Executive Management, Risk Management, Business Development, Consumer Lending, Treasury Management, Lines Of Credit, Finance, Asset Based Lending
Education
San Diego State University-California State University 1975 — 1979
Union Bank May 1993 - Present
Skills
Commercial Lending, Commercial Banking, Mortgage Lending, Basel II, Credit Cards, Small Business Lending, Loans, Credit Analysis, Banking, Leadership, Credit, Executive Management, Risk Management, Business Development, Consumer Lending, Treasury Management, Lines Of Credit, Finance, Asset Based Lending
Education
San Diego State University-California State University 1975 — 1979
Beheshta A Beheshta A's Union Bank Experience April 2007 - May 2008
Job General Manager at Ariana Motors
Industry Financial Services
Experience
Ariana Motors November 2010 - Present
Trade Group Insurance Specialties, Inc. August 2008 - October 2010
Union Bank April 2007 - May 2008
Check'n Go March 2005 - May 2008
Skills
Microsoft Excel, Microsoft Office, SAS programming, R, TAM:Insurance Agency..., Adobe Acrobat, Windows XP Pro, Bloomberg Terminal, windows xp, Windows 7, Windows Vista, Mac OS X Server, Matlab, Vlookup, Pivot Tables, C++, Regression Testing, adobe, Internet Explorer, Social Media, Analysis, bloo,, Adobe Photodeluxe, JavaScript
Education
San Diego State University-California State University 2011 — 2013
Bachelor's of Science, Actuarial Science
Ariana Motors November 2010 - Present
Trade Group Insurance Specialties, Inc. August 2008 - October 2010
Union Bank April 2007 - May 2008
Check'n Go March 2005 - May 2008
Skills
Microsoft Excel, Microsoft Office, SAS programming, R, TAM:Insurance Agency..., Adobe Acrobat, Windows XP Pro, Bloomberg Terminal, windows xp, Windows 7, Windows Vista, Mac OS X Server, Matlab, Vlookup, Pivot Tables, C++, Regression Testing, adobe, Internet Explorer, Social Media, Analysis, bloo,, Adobe Photodeluxe, JavaScript
Education
San Diego State University-California State University 2011 — 2013
Bachelor's of Science, Actuarial Science
Kevin McGlynn, CIMA® Kevin McGlynn, CIMA®'s Union Bank Experience January 2009 - January 2012
Job SubAdvisory Sales Director West at Schroders Investment Management
Industry Financial Services
Experience
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Clayton Sheffrey Clayton Sheffrey's Union Bank Experience April 2011 - Present
Job Mortgage Consultant Associate at Union Bank
Industry Financial Services
Experience
Union Bank April 2011 - Present
Home Services Lending San Diego December 2007 - April 2011
Home Services Lending 2006 - 2011
Kusson March 2009 - March 2010
First Capital/ Tim Fiero January 2005 - December 2007
WAMU December 2004 - January 2005
Skills
FHA, Refinance, Mortgage Lending, Loans, Real Estate, First Time Home Buyers, Loan Origination, Investment Properties, Mortgage Banking, Real Estate Financing, REO, Short Sales, Property Management, Sellers, Investors, Real Property, Single Family Homes, Referrals, Condos, Foreclosures, Residential Mortgages, VA loans, Property, Commercial Real Estate, Investments, FHA financing, Portfolio Management
Education
San Diego State University-California State University 1998 — 2002
Bachelor's degree, Psychology
Union Bank April 2011 - Present
Home Services Lending San Diego December 2007 - April 2011
Home Services Lending 2006 - 2011
Kusson March 2009 - March 2010
First Capital/ Tim Fiero January 2005 - December 2007
WAMU December 2004 - January 2005
Skills
FHA, Refinance, Mortgage Lending, Loans, Real Estate, First Time Home Buyers, Loan Origination, Investment Properties, Mortgage Banking, Real Estate Financing, REO, Short Sales, Property Management, Sellers, Investors, Real Property, Single Family Homes, Referrals, Condos, Foreclosures, Residential Mortgages, VA loans, Property, Commercial Real Estate, Investments, FHA financing, Portfolio Management
Education
San Diego State University-California State University 1998 — 2002
Bachelor's degree, Psychology
Justin Knepper, MBA | MA's Union Bank Experience January 2010 - October 2011
Job Experienced Communications Specialist | Thought Leader | Social Engineer | Innovative Change Agent
Industry Financial Services
Experience
Bank of the West May 2014 - Present
Bank of the West June 2014 - Present
Bank of the West October 2011 - April 2014
Union Bank January 2010 - October 2011
Union Bank July 2006 - October 2011
Union Bank October 2005 - July 2006
Union Bank March 2004 - October 2005
Union Bank July 2002 - March 2004
Union Bank June 2001 - June 2002
Union Bank June 1995 - June 2001
Skills
Technical Writing, Speech Writing, Creative Writing, Report Writing, Adobe Creative Suite, Web Design, Information Design, Knowledge Management, Program Management, Program Development, Instructional Design, Collateral Design, Community Development, Leadership Development, Content Marketing, Public Speaking, Internal Communications, Training, Newsletters, Strategic Communications, Corporate Communications, Marketing Communications, Content Management, Copywriting, Web Content Management, Team Building, Blogging, Management, Social Media Marketing
Education
San Diego State University-California State University 2009 — 2011
MA, Professional & Technical Writing
San Diego State University-California State University 2005 — 2009
MBA, Management
San Diego State University-California State University 1999 — 2001
BA, English
Bank of the West May 2014 - Present
Bank of the West June 2014 - Present
Bank of the West October 2011 - April 2014
Union Bank January 2010 - October 2011
Union Bank July 2006 - October 2011
Union Bank October 2005 - July 2006
Union Bank March 2004 - October 2005
Union Bank July 2002 - March 2004
Union Bank June 2001 - June 2002
Union Bank June 1995 - June 2001
Skills
Technical Writing, Speech Writing, Creative Writing, Report Writing, Adobe Creative Suite, Web Design, Information Design, Knowledge Management, Program Management, Program Development, Instructional Design, Collateral Design, Community Development, Leadership Development, Content Marketing, Public Speaking, Internal Communications, Training, Newsletters, Strategic Communications, Corporate Communications, Marketing Communications, Content Management, Copywriting, Web Content Management, Team Building, Blogging, Management, Social Media Marketing
Education
San Diego State University-California State University 2009 — 2011
MA, Professional & Technical Writing
San Diego State University-California State University 2005 — 2009
MBA, Management
San Diego State University-California State University 1999 — 2001
BA, English
Jessica Wdowiak Jessica Wdowiak's Union Bank Experience February 2012 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank February 2012 - Present
Skills
Retail Banking, Small Business Lending, Credit Analysis, Banking, Commercial Banking, Consumer Lending, Commercial Lending, Credit, Loans, Mortgage Lending, Risk Management, Loan Origination
Education
San Diego State University-California State University 2002 — 2005
BA General Communication, Minor in Sociology
Union Bank February 2012 - Present
Skills
Retail Banking, Small Business Lending, Credit Analysis, Banking, Commercial Banking, Consumer Lending, Commercial Lending, Credit, Loans, Mortgage Lending, Risk Management, Loan Origination
Education
San Diego State University-California State University 2002 — 2005
BA General Communication, Minor in Sociology
Lizbeth Ortiz's Union Bank Experience 2012 - 2013
Job Striving for excellence!
Industry Human Resources
Experience
San Francisco State University 2015 - Present
County of San Diego 2014 - 2015
County of San Diego 2013 - 2014
Union Bank 2012 - 2013
Wells Fargo 2009 - 2011
Starbucks 2007 - 2009
Skills
Customer Service, Customer Satisfaction, Teamwork, Human Resources, Microsoft Office, Microsoft Excel, Outlook, Google Docs, PeopleSoft, NEOGOV, Payroll Processing, Data Entry, Kronos Timekeeping, Time Management, Teller Operations, Cash Handling Experience, Banking, 10 Key, Cross Selling, Finance, Cash Management, Retail Banking, Credit, Sales
Education
San Diego State University-California State University 2010 — 2013
Bachelor's degree, Human Resources Management and Services
University of Macau 2012 — 2012
Bachelor of Business Administration (BBA), Human Resources Management and Services, Junior
San Francisco State University 2015 - Present
County of San Diego 2014 - 2015
County of San Diego 2013 - 2014
Union Bank 2012 - 2013
Wells Fargo 2009 - 2011
Starbucks 2007 - 2009
Skills
Customer Service, Customer Satisfaction, Teamwork, Human Resources, Microsoft Office, Microsoft Excel, Outlook, Google Docs, PeopleSoft, NEOGOV, Payroll Processing, Data Entry, Kronos Timekeeping, Time Management, Teller Operations, Cash Handling Experience, Banking, 10 Key, Cross Selling, Finance, Cash Management, Retail Banking, Credit, Sales
Education
San Diego State University-California State University 2010 — 2013
Bachelor's degree, Human Resources Management and Services
University of Macau 2012 — 2012
Bachelor of Business Administration (BBA), Human Resources Management and Services, Junior
Gabriel Tollen Gabriel Tollen's Union Bank Experience October 2007 - November 2013
Job Business Development Champion helping business owners connect with solutions
Industry Financial Services
Experience
Comerica Bank December 2014 - Present
Citi November 2013 - December 2014
Union Bank October 2007 - November 2013
Wells Fargo September 2004 - October 2007
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Loans, Financial Services, Investments, Leadership, Loan Origination, Mortgage Lending, Portfolio Management
Education
San Diego State University-California State University
Comerica Bank December 2014 - Present
Citi November 2013 - December 2014
Union Bank October 2007 - November 2013
Wells Fargo September 2004 - October 2007
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Loans, Financial Services, Investments, Leadership, Loan Origination, Mortgage Lending, Portfolio Management
Education
San Diego State University-California State University
Cameron Stacy Cameron Stacy's Union Bank Experience April 2012 - May 2013
Job U.S. Bank Sr. Banker
Industry Banking
Experience
U.S. Bank December 2013 - Present
Bank of america May 2013 - December 2013
Union Bank April 2012 - May 2013
Skills
Credit, Small Business Lending, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Banking, Mortgage Lending, Customer Service, Leadership, Loan Origination, Microsoft Office, Portfolio Management, Retail Banking
Education
San Diego State University-California State University 2011 — 2015
Business Management
U.S. Bank December 2013 - Present
Bank of america May 2013 - December 2013
Union Bank April 2012 - May 2013
Skills
Credit, Small Business Lending, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Banking, Mortgage Lending, Customer Service, Leadership, Loan Origination, Microsoft Office, Portfolio Management, Retail Banking
Education
San Diego State University-California State University 2011 — 2015
Business Management
Brian Rodriguez Brian Rodriguez's Union Bank Experience May 2012 - December 2012
Job Learning Design Author at Cengage Learning
Industry E-Learning
Experience
Cengage Learning September 2014 - Present
Duff & Phelps June 2013 - September 2014
San Diego State University August 2012 - May 2013
San Diego/Imperial County Community College Association August 2012 - May 2013
Union Bank May 2012 - December 2012
San Diego State University August 2011 - May 2012
Skills
Finance, Leadership, Social Media, Customer Service, Leadership Development, Social Networking, Team Leadership, Business Analysis, Strategic Planning, Project Management, Team Building, Risk Management, Training, Project Planning, Teamwork
Education
San Diego State University-California State University 2011 — 2013
Master of Arts (M.A.), Economics, GPA: 3.96
University of California, San Diego 2004 — 2008
Bachelor of Arts (BA), Joint-Mathematics and Economics, GPA: 3.52
Cengage Learning September 2014 - Present
Duff & Phelps June 2013 - September 2014
San Diego State University August 2012 - May 2013
San Diego/Imperial County Community College Association August 2012 - May 2013
Union Bank May 2012 - December 2012
San Diego State University August 2011 - May 2012
Skills
Finance, Leadership, Social Media, Customer Service, Leadership Development, Social Networking, Team Leadership, Business Analysis, Strategic Planning, Project Management, Team Building, Risk Management, Training, Project Planning, Teamwork
Education
San Diego State University-California State University 2011 — 2013
Master of Arts (M.A.), Economics, GPA: 3.96
University of California, San Diego 2004 — 2008
Bachelor of Arts (BA), Joint-Mathematics and Economics, GPA: 3.52
Eric Nunag Eric Nunag's Union Bank Experience August 2012 - Present
Job Pricing Analyst CL Capital Markets at Union Bank
Industry Government Administration
Experience
Union Bank August 2012 - Present
MWR October 2010 - December 2012
Navy Exchange June 2010 - August 2010
Navy Exchange October 2009 - January 2010
Skills
75 WPM, Microsoft Word, Microsoft Powerpoint, Customer Service, Cashiering, Bartending, Cooking, Waiting, White Belt, Microsoft Excel, Data Entry
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Arts (B.A.), Public Administration
Marian Catholic High School 2003 — 2007
High School Diploma
Union Bank August 2012 - Present
MWR October 2010 - December 2012
Navy Exchange June 2010 - August 2010
Navy Exchange October 2009 - January 2010
Skills
75 WPM, Microsoft Word, Microsoft Powerpoint, Customer Service, Cashiering, Bartending, Cooking, Waiting, White Belt, Microsoft Excel, Data Entry
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Arts (B.A.), Public Administration
Marian Catholic High School 2003 — 2007
High School Diploma
Jared Ines's Union Bank Experience June 2006 - June 2009
Job Commercial Banker
Industry Banking
Experience
Bank of America Merrill Lynch June 2011 - Present
Union Bank June 2006 - June 2009
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Relationship Management, Underwriting, Financial Statement..., Treasury Management, Fund Accounting, Financial Modeling, Project Management, Foreign Exchange, Capital Markets
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
San Diego State University-California State University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Bank of America Merrill Lynch June 2011 - Present
Union Bank June 2006 - June 2009
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Relationship Management, Underwriting, Financial Statement..., Treasury Management, Fund Accounting, Financial Modeling, Project Management, Foreign Exchange, Capital Markets
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
San Diego State University-California State University 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Krista Tilley Krista Tilley's Union Bank Experience August 2012 - October 2013
Job C&I Operations Specialist at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank Customer Service RepresentativeBank of the WestJuly 2014 - April 2015
MRC Smart Technology Solutions, A Xerox Company October 2013 - December 2013
Union Bank August 2012 - October 2013
Macy's November 2011 - December 2011
Point Loma Credit Union April 2008 - January 2011
Taco Bell January 2007 - March 2008
Skills
Microsoft Word, Outlook, Quality Control, 10 Key, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Banking, Facebook, Financial Analysis, Time Management, Accounting, Finance, Credit, Leadership, Access, Insurance
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Cuyamaca College 2008 — 2010
Associates of Science, Business Administration
BofI Federal Bank Customer Service RepresentativeBank of the WestJuly 2014 - April 2015
MRC Smart Technology Solutions, A Xerox Company October 2013 - December 2013
Union Bank August 2012 - October 2013
Macy's November 2011 - December 2011
Point Loma Credit Union April 2008 - January 2011
Taco Bell January 2007 - March 2008
Skills
Microsoft Word, Outlook, Quality Control, 10 Key, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Banking, Facebook, Financial Analysis, Time Management, Accounting, Finance, Credit, Leadership, Access, Insurance
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Cuyamaca College 2008 — 2010
Associates of Science, Business Administration
Christine Harlin Christine Harlin's Union Bank Experience November 2012 - Present
Job Business Banking Sales & Service Manager at MUFG Union Bank
Industry Banking
Experience
Union Bank November 2012 - Present
Union Bank December 2010 - November 2012
Union Bank January 2004 - December 2010
Skills
Commercial Banking, Business Analysis, Credit Risk, Financial Risk, SDLC, Vendor Management, Management, Sales Management, Sales, Mergers & Acquisitions, Branch Banking, Retail, Branch Management, Small Business Lending
Education
San Diego State University-California State University 1981 — 1983
Union Bank November 2012 - Present
Union Bank December 2010 - November 2012
Union Bank January 2004 - December 2010
Skills
Commercial Banking, Business Analysis, Credit Risk, Financial Risk, SDLC, Vendor Management, Management, Sales Management, Sales, Mergers & Acquisitions, Branch Banking, Retail, Branch Management, Small Business Lending
Education
San Diego State University-California State University 1981 — 1983
Alexis Balmy Alexis Balmy's Union Bank Experience November 2012 - May 2014
Job Reporting Analyst at Union Bank, ITG
Industry Information Technology and Services
Experience
Union Bank November 2012 - May 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft SQL Server, PowerPoint, Access, Project Management, Multi Tasking, Agile & Waterfall..., Visio, Clarity, MS Project, Rumba, SDLC, Management, Microsoft Project, Analysis, Marketing
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (BAS), Managment of Information Systems, 3.2
Union Bank November 2012 - May 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft SQL Server, PowerPoint, Access, Project Management, Multi Tasking, Agile & Waterfall..., Visio, Clarity, MS Project, Rumba, SDLC, Management, Microsoft Project, Analysis, Marketing
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (BAS), Managment of Information Systems, 3.2
Barbara Gunning's Union Bank Experience April 2015 - July 2015
Job Business Owner at Barbara Gunning, Consulting
Industry Professional Training & Coaching
Experience
Barbara Gunning, Consulting May 2015 - Present
Union Bank April 2015 - July 2015
Jack in the Box July 1991 - April 2015
First Capital Life Insurance 1989 - 1991
Imperial Savings & Loan November 1987 - 1989
Skills
Process Improvement, Time Management, SharePoint, Team Building, Project Management, Leadership, Customer Service, Inventory Management, Customer Satisfaction, Call Centers, Strategic Planning, Training, Team Leadership, Vendor Management, Access, Program Management, Management, Troubleshooting, Business Analysis, Software Documentation
Education
San Diego State University-California State University 1978 — 1983
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Barbara Gunning, Consulting May 2015 - Present
Union Bank April 2015 - July 2015
Jack in the Box July 1991 - April 2015
First Capital Life Insurance 1989 - 1991
Imperial Savings & Loan November 1987 - 1989
Skills
Process Improvement, Time Management, SharePoint, Team Building, Project Management, Leadership, Customer Service, Inventory Management, Customer Satisfaction, Call Centers, Strategic Planning, Training, Team Leadership, Vendor Management, Access, Program Management, Management, Troubleshooting, Business Analysis, Software Documentation
Education
San Diego State University-California State University 1978 — 1983
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Gregory Felix Gregory Felix's Union Bank Experience March 2015 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank March 2015 - Present
PepsiCo April 2013 - March 2015
PepsiCo June 2012 - April 2013
PepsiCo June 2011 - May 2012
Skills
Key Account Development, Portfolio Management, Retail, Sales, Beverage Industry, Trade Marketing, Grocery, Consumer Products, FMCG, Account Management, Forecasting, Key Account Management, Marketing Strategy, Sales Management, Sales Operations, Pricing, Management
Education
San Diego State University-California State University 2009 — 2011
Bachelor's Degree, Psychology
Southwestern College 2006 — 2009
Associate's Degree
Union Bank March 2015 - Present
PepsiCo April 2013 - March 2015
PepsiCo June 2012 - April 2013
PepsiCo June 2011 - May 2012
Skills
Key Account Development, Portfolio Management, Retail, Sales, Beverage Industry, Trade Marketing, Grocery, Consumer Products, FMCG, Account Management, Forecasting, Key Account Management, Marketing Strategy, Sales Management, Sales Operations, Pricing, Management
Education
San Diego State University-California State University 2009 — 2011
Bachelor's Degree, Psychology
Southwestern College 2006 — 2009
Associate's Degree
Jorge Antonio Murillo's Union Bank Experience April 2012 - March 2013
Job Mortgage Banker NMLS#465588 at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Paramount Equity March 2013 - May 2013
Union Bank April 2012 - March 2013
Wells Fargo August 2006 - April 2012
Skills
Small Business Lending, Loans, Commercial Lending, Consumer Lending, Credit, Banking, Commercial Banking, Retail Banking, Lines Of Credit, Credit Analysis, Branch Management, Mortgage Lending, Cross Selling, Loan Origination, Cash Management, Treasury Management, Underwriting, Mortgage Banking, Portfolio Management, Deposits, Refinance, Home Equity Loans, Residential Mortgages, Sales, Customer Service, Coaching, Branch Banking, Credit Cards, Home Equity Lines of..., Banking Relationships, Relationship Management
Education
San Diego State University-California State University
Bachelor's degree, Economics
JPMorgan Chase May 2013 - Present
Paramount Equity March 2013 - May 2013
Union Bank April 2012 - March 2013
Wells Fargo August 2006 - April 2012
Skills
Small Business Lending, Loans, Commercial Lending, Consumer Lending, Credit, Banking, Commercial Banking, Retail Banking, Lines Of Credit, Credit Analysis, Branch Management, Mortgage Lending, Cross Selling, Loan Origination, Cash Management, Treasury Management, Underwriting, Mortgage Banking, Portfolio Management, Deposits, Refinance, Home Equity Loans, Residential Mortgages, Sales, Customer Service, Coaching, Branch Banking, Credit Cards, Home Equity Lines of..., Banking Relationships, Relationship Management
Education
San Diego State University-California State University
Bachelor's degree, Economics
Matilde Licata Matilde Licata's Union Bank Experience April 2012 - Present
Job Executive Assistant
Industry Financial Services
Experience
Union Bank April 2012 - Present
US Trust 2010 - 2012
Washington Mutual May 2007 - June 2008
Scripps Hospital December 2007 - March 2008
FICO August 2006 - January 2007
Washington Mutual October 2005 - July 2006
Skills
Customer Service, Microsoft Excel, Marketing, Time Management, Administrative..., Nonprofits, Budgets, Invoicing, Administration
Education
San Diego State University
San Diego State University-California State University
Union Bank April 2012 - Present
US Trust 2010 - 2012
Washington Mutual May 2007 - June 2008
Scripps Hospital December 2007 - March 2008
FICO August 2006 - January 2007
Washington Mutual October 2005 - July 2006
Skills
Customer Service, Microsoft Excel, Marketing, Time Management, Administrative..., Nonprofits, Budgets, Invoicing, Administration
Education
San Diego State University
San Diego State University-California State University
Khue Dang Khue Dang's Union Bank Experience January 2012 - Present
Job Jumbo Loan Specialist at Union Bank
Industry Banking
Experience
Union Bank January 2012 - Present
MetLife Home Loans June 2010 - January 2012
Bank of America 2004 - 2009
Countrywide Home Loans 2004 - 2009
Toastmasters - Rye in Bellevue 2003 - 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Credit, Credit Analysis, Banking, Residential Mortgages
Education
San Diego State University-California State University 1988 — 2001
Corporate Finance, Business Administration and Management, General
Ephrata High
Union Bank January 2012 - Present
MetLife Home Loans June 2010 - January 2012
Bank of America 2004 - 2009
Countrywide Home Loans 2004 - 2009
Toastmasters - Rye in Bellevue 2003 - 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Credit, Credit Analysis, Banking, Residential Mortgages
Education
San Diego State University-California State University 1988 — 2001
Corporate Finance, Business Administration and Management, General
Ephrata High
Jason Malamut's Union Bank Experience August 2007 - May 2010
Job Graduate, MA Education Management at the University of Nottingham
Industry Education Management
Experience
King Saud University March 2013 - July 2014
International Language School July 2011 - December 2012
The New British Centre October 2010 - July 2011
Union Bank August 2007 - May 2010
Best Buy August 2004 - May 2005
Skills
Teaching, Instructional Design, Curriculum Development, Public Speaking, Staff Development, Educational Technology, Training, Adult Education, Tutoring, Customer Service, ESL, Small Business, Classroom, Professional Learning..., Educational Management, English, Start-ups, Sales, Leadership Development, Translation, Business English
Education
University of Nottingham 2014 — 2015
MA Educational Leadership and Management, Education, Merit
San Diego State University-California State University 2005 — 2009
Business Administation, Management
Dana Hills High School 2001 — 2005
3.83 GPA
King Saud University March 2013 - July 2014
International Language School July 2011 - December 2012
The New British Centre October 2010 - July 2011
Union Bank August 2007 - May 2010
Best Buy August 2004 - May 2005
Skills
Teaching, Instructional Design, Curriculum Development, Public Speaking, Staff Development, Educational Technology, Training, Adult Education, Tutoring, Customer Service, ESL, Small Business, Classroom, Professional Learning..., Educational Management, English, Start-ups, Sales, Leadership Development, Translation, Business English
Education
University of Nottingham 2014 — 2015
MA Educational Leadership and Management, Education, Merit
San Diego State University-California State University 2005 — 2009
Business Administation, Management
Dana Hills High School 2001 — 2005
3.83 GPA
Glenn Schulte's Union Bank Experience June 2010 - Present
Job REO Asset Manager and Property Preservation at Union Bank
Industry Real Estate
Experience
Union Bank June 2010 - Present
Union Bank June 2010 - Present
GMAC Rescap - REO Asset Managment March 2009 - June 2010
Prudential California Realty November 2008 - March 2009
KB Home 2006 - 2008
Skills
Title expert, Mortgage expert, Eviction expert, Short Sales, Investment Properties, Real Estate, Investors, Single Family Homes, Real Estate Transactions, Residential Homes, Foreclosures, REO, First Time Home Buyers
Education
SDSU 1986 — 1989
BA Degree, Business Industrial Organizational
San Diego State University-California State University 1985 — 1989
BA 1989, Business - Industrial Organizational Psychology
PVHS
PVHS
Union Bank June 2010 - Present
Union Bank June 2010 - Present
GMAC Rescap - REO Asset Managment March 2009 - June 2010
Prudential California Realty November 2008 - March 2009
KB Home 2006 - 2008
Skills
Title expert, Mortgage expert, Eviction expert, Short Sales, Investment Properties, Real Estate, Investors, Single Family Homes, Real Estate Transactions, Residential Homes, Foreclosures, REO, First Time Home Buyers
Education
SDSU 1986 — 1989
BA Degree, Business Industrial Organizational
San Diego State University-California State University 1985 — 1989
BA 1989, Business - Industrial Organizational Psychology
PVHS
PVHS
Laura Ortuondo Laura Ortuondo's Union Bank Experience April 1998 - October 2004
Job Laura Ortuondo Program Management at Apple
Industry Information Technology and Services
Experience
Apple January 2012 - Present
Apple January 2010 - Present
Cisco Systems December 2008 - May 2009
The Triwest Group - San Diego Division August 2005 - December 2008
Union Bank April 1998 - October 2004
Skills
Spanish, Portuguese,..., Program Management, SAP, Business Process, Project Management, Cross-functional Team..., Business Intelligence, CRM, Training, Sales Operations, Quality Assurance, Software Documentation, Team Leadership, Leadership, Business Planning, Sales, Project Portfolio..., Strategy, Business Analysis, E-commerce, Change Management, Software Project..., Business Process..., Requirements Analysis, Analysis, Management, Strategic Planning, Project Planning, Mobile Devices, SAP R/3, PMO, Marketing Strategy, Six Sigma, PMP, Vendor Management, Product Management
Education
Stanford University 2013 — 2014
Advanced Program Management (PMP)
University of Phoenix 2009 — 2011
Bachelor's degree, Business Management
San Diego State University-California State University 1998 — 2006
International Business
...
Apple January 2012 - Present
Apple January 2010 - Present
Cisco Systems December 2008 - May 2009
The Triwest Group - San Diego Division August 2005 - December 2008
Union Bank April 1998 - October 2004
Skills
Spanish, Portuguese,..., Program Management, SAP, Business Process, Project Management, Cross-functional Team..., Business Intelligence, CRM, Training, Sales Operations, Quality Assurance, Software Documentation, Team Leadership, Leadership, Business Planning, Sales, Project Portfolio..., Strategy, Business Analysis, E-commerce, Change Management, Software Project..., Business Process..., Requirements Analysis, Analysis, Management, Strategic Planning, Project Planning, Mobile Devices, SAP R/3, PMO, Marketing Strategy, Six Sigma, PMP, Vendor Management, Product Management
Education
Stanford University 2013 — 2014
Advanced Program Management (PMP)
University of Phoenix 2009 — 2011
Bachelor's degree, Business Management
San Diego State University-California State University 1998 — 2006
International Business
...
Norman Zix's Union Bank Experience 1998 - 1999
Job Professional Services Operations Specialist at ServiceNow The Enterprise IT Cloud Company
Industry Information Technology and Services
Experience
Kforce December 2012 - November 2013
RemX Financial Staffing October 2012 - December 2012
Halcyon Corporations July 2012 - August 2012
Brandes Investment Partners December 2011 - July 2012
Brandes Investment Partners 2005 - 2011
Brandes Investment Partners 1999 - 2004
Union Bank 1998 - 1999
Frazee Industries 1997 - 1998
Skills
Unix, Excel, Access,AS..., SEI, MAS 90, Platinum,..., Eagle Star/Pace, Cor..., User Acceptance..., QuickBooks, Merchant Card Processing, Merchant Banking, Internet Banking, Wire Transfers, Bank Reconciliation, Managing Merchant..., Smartstream TLM, Microsoft Word, Microsoft Excel, Account Reconciliation, Cash Management, Bank Transaction..., SURF, Budgets, Bloomberg, Analysis, General Ledger, Asset Management, Team Building, Quality Assurance, Accounting, Financial Reporting, Access, Financial Modeling, Finance, Mutual Funds, Securities, Investment Management, Fixed Income, Portfolio Management, Software Documentation, Training, Management, Financial Analysis, Investments, Business Analysis, Asset Allocation, Equities, Payroll, Alternative Investments, Revenue Recognition, Work Orders, Opportunity Mapping, Purchase Orders, Records Management
Education
San Diego State University-California State University 1990 — 1993
Business Administration, Finance
Kforce December 2012 - November 2013
RemX Financial Staffing October 2012 - December 2012
Halcyon Corporations July 2012 - August 2012
Brandes Investment Partners December 2011 - July 2012
Brandes Investment Partners 2005 - 2011
Brandes Investment Partners 1999 - 2004
Union Bank 1998 - 1999
Frazee Industries 1997 - 1998
Skills
Unix, Excel, Access,AS..., SEI, MAS 90, Platinum,..., Eagle Star/Pace, Cor..., User Acceptance..., QuickBooks, Merchant Card Processing, Merchant Banking, Internet Banking, Wire Transfers, Bank Reconciliation, Managing Merchant..., Smartstream TLM, Microsoft Word, Microsoft Excel, Account Reconciliation, Cash Management, Bank Transaction..., SURF, Budgets, Bloomberg, Analysis, General Ledger, Asset Management, Team Building, Quality Assurance, Accounting, Financial Reporting, Access, Financial Modeling, Finance, Mutual Funds, Securities, Investment Management, Fixed Income, Portfolio Management, Software Documentation, Training, Management, Financial Analysis, Investments, Business Analysis, Asset Allocation, Equities, Payroll, Alternative Investments, Revenue Recognition, Work Orders, Opportunity Mapping, Purchase Orders, Records Management
Education
San Diego State University-California State University 1990 — 1993
Business Administration, Finance
James Olmstead's Union Bank Experience February 2003 - Present
Job Business Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank February 2003 - Present
Education
San Diego State University-California State University 1998 — 2002
Union Bank February 2003 - Present
Education
San Diego State University-California State University 1998 — 2002
Laura Chavarin's Union Bank Experience March 2011 - Present
Job Managing Director at MUFG Americas
Industry Banking
Experience
MUFG Americas July 2014 - Present
Union Bank March 2011 - Present
Union Bank of California July 2008 - June 2011
Residential Credit Solutions January 2007 - August 2007
Aames Home Loan January 1997 - August 2007
Washington Mutual October 1987 - January 1997
Great Western Bank 1987 - 1997
Skills
Risk Management, Portfolio Management, Banking, Loans, Credit, Mortgage Lending, Financial Risk, Management, Retail Banking, Financial Services, CRCM, Regulatory Compliance, Project Management
Education
San Diego State University-California State University 1982 — 1986
business
MUFG Americas July 2014 - Present
Union Bank March 2011 - Present
Union Bank of California July 2008 - June 2011
Residential Credit Solutions January 2007 - August 2007
Aames Home Loan January 1997 - August 2007
Washington Mutual October 1987 - January 1997
Great Western Bank 1987 - 1997
Skills
Risk Management, Portfolio Management, Banking, Loans, Credit, Mortgage Lending, Financial Risk, Management, Retail Banking, Financial Services, CRCM, Regulatory Compliance, Project Management
Education
San Diego State University-California State University 1982 — 1986
business
Ernie Velton's Union Bank Experience January 1984 - September 1988
Job Investment Sales Broker Seattle office at JSH Properties, Inc.
Industry Real Estate
Experience
JSH Properties, Inc February 1999 - Present
JSH Properties, Inc. January 2007 - December 2007
Greenfield Development March 1998 - January 1999
Bank of America October 1988 - February 1998
Union Bank January 1984 - September 1988
Skills
Asset Management, Receiverships, Mixed-use, Retail, Shopping Centers, Dispositions, Real Estate, Real Estate Investment, Investment Properties, Commercial Real Estate, Foreclosures, Real Estate Economics, Investments, Real Estate Transactions, Lease Negotiations, Acquisitions, Loans, Disposition, Residential Homes, Real Estate Development, Brokerage, Asset Managment, Condos, Landlords, Property Management, Tenant Representation, Apartments, Leases, Corporate Real Estate, Property, Location Intelligence, Lease Administration
Education
San Diego State University-California State University 1981 — 1983
MBA, Business
University of Nevada-Las Vegas 1980 — 1981
BS, Finance and Economics
Helix High School
Graduated
JSH Properties, Inc February 1999 - Present
JSH Properties, Inc. January 2007 - December 2007
Greenfield Development March 1998 - January 1999
Bank of America October 1988 - February 1998
Union Bank January 1984 - September 1988
Skills
Asset Management, Receiverships, Mixed-use, Retail, Shopping Centers, Dispositions, Real Estate, Real Estate Investment, Investment Properties, Commercial Real Estate, Foreclosures, Real Estate Economics, Investments, Real Estate Transactions, Lease Negotiations, Acquisitions, Loans, Disposition, Residential Homes, Real Estate Development, Brokerage, Asset Managment, Condos, Landlords, Property Management, Tenant Representation, Apartments, Leases, Corporate Real Estate, Property, Location Intelligence, Lease Administration
Education
San Diego State University-California State University 1981 — 1983
MBA, Business
University of Nevada-Las Vegas 1980 — 1981
BS, Finance and Economics
Helix High School
Graduated
Bob Wolford's Union Bank Experience June 2000 - Present
Job Vice President/Mananger at Union bank of California
Industry Banking
Experience
Union Bank June 2000 - Present
Education
San Diego State University-California State University
Union Bank June 2000 - Present
Education
San Diego State University-California State University
Charlie S. Burkett's Union Bank Experience October 2011 - June 2013
Job Lending Consultant at US Bank
Industry Financial Services
Experience
US Bank August 2014 - Present
In Tune Medical October 2008 - Present
GreenPath Funding LLC August 2013 - July 2014
Burkett Financial Services Inc. January 2007 - July 2014
Rotary International 2008 - December 2013
Union Bank October 2011 - June 2013
Union Bank September 2008 - October 2011
Equity 1 Lenders Group October 1995 - September 2008
Equity Capital Group February 2006 - February 2007
Skills
Sales Management, Sales, Portfolio Management, Home Health Agencies, Banking, Commercial Banking, Business Development, Ownership, Property Management, Computers, Marketing, Personal Development, Finance, Trusts, Pensions, Internet Entrepreneur, Internetworking, Biology, Public Administration, Public Health, Time Management, Networking, Management, Solar Energy, Consultants, Financial Analysis, Residential Mortgages, Loans, Credit, Commercial Lending, Refinance, Mortgage Lending, Asset Based Lending, Credit Analysis, Financial Risk, FHA, Funding, Underwriting, Financial Structuring, Real Estate Financing, Real Estate Economics, Investments
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Science (BS), Management/Public Administration
cdo
US Bank August 2014 - Present
In Tune Medical October 2008 - Present
GreenPath Funding LLC August 2013 - July 2014
Burkett Financial Services Inc. January 2007 - July 2014
Rotary International 2008 - December 2013
Union Bank October 2011 - June 2013
Union Bank September 2008 - October 2011
Equity 1 Lenders Group October 1995 - September 2008
Equity Capital Group February 2006 - February 2007
Skills
Sales Management, Sales, Portfolio Management, Home Health Agencies, Banking, Commercial Banking, Business Development, Ownership, Property Management, Computers, Marketing, Personal Development, Finance, Trusts, Pensions, Internet Entrepreneur, Internetworking, Biology, Public Administration, Public Health, Time Management, Networking, Management, Solar Energy, Consultants, Financial Analysis, Residential Mortgages, Loans, Credit, Commercial Lending, Refinance, Mortgage Lending, Asset Based Lending, Credit Analysis, Financial Risk, FHA, Funding, Underwriting, Financial Structuring, Real Estate Financing, Real Estate Economics, Investments
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Science (BS), Management/Public Administration
cdo
Drew Dyet's Union Bank Experience September 2013 - Present
Job Regional Sales Manager at Union Bank
Industry Financial Services
Experience
Union Bank September 2013 - Present
Union Bank December 2011 - September 2013
Bank of America December 2010 - December 2011
Bank of America May 2007 - December 2010
Countrywide Home Loans April 2001 - May 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Loan Origination, Refinance, USDA, Banking, Underwriting, Residential Mortgages, Sales, Sales Management, Account Management, Customer Service, Team Building, Strategic Planning, New Business Development, Real Estate, Negotiation
Education
San Diego State University-California State University 1995 — 1999
Bachelor's degree, Finance, General
Union Bank September 2013 - Present
Union Bank December 2011 - September 2013
Bank of America December 2010 - December 2011
Bank of America May 2007 - December 2010
Countrywide Home Loans April 2001 - May 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Loan Origination, Refinance, USDA, Banking, Underwriting, Residential Mortgages, Sales, Sales Management, Account Management, Customer Service, Team Building, Strategic Planning, New Business Development, Real Estate, Negotiation
Education
San Diego State University-California State University 1995 — 1999
Bachelor's degree, Finance, General
Brad Herman, CFP®, ChFC®'s Union Bank Experience July 2014 - Present
Job Vice President, Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank July 2014 - Present
Union Bank March 2014 - July 2014
Union Bank April 2013 - March 2014
Union Bank March 2010 - April 2013
Union Bank March 2009 - February 2010
Centara Capital July 2006 - February 2009
MetLife Financial Services February 2004 - June 2006
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Investments, High Net Worth..., Finance, Financial Analysis, Wealth, Succession Planning, Retirement Planning, Insurance, Asset Allocation, Wealth Preservation..., Wealth Transfer, Charitable Giving, Financial Planning, Small Business, Real Estate, Estate Tax Planning, Management, Portfolio Management, Financial Advisory
Education
San Diego State University-California State University 2002 — 2006
BS Business Administration, Finance
Union Bank July 2014 - Present
Union Bank March 2014 - July 2014
Union Bank April 2013 - March 2014
Union Bank March 2010 - April 2013
Union Bank March 2009 - February 2010
Centara Capital July 2006 - February 2009
MetLife Financial Services February 2004 - June 2006
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Investments, High Net Worth..., Finance, Financial Analysis, Wealth, Succession Planning, Retirement Planning, Insurance, Asset Allocation, Wealth Preservation..., Wealth Transfer, Charitable Giving, Financial Planning, Small Business, Real Estate, Estate Tax Planning, Management, Portfolio Management, Financial Advisory
Education
San Diego State University-California State University 2002 — 2006
BS Business Administration, Finance
Jerrilyn Henderson's Union Bank Experience June 2010 - Present
Job Project SpecialistTalent Development & Learning
Industry Banking
Experience
MUFG Americas July 2014 - Present
Union Bank June 2010 - Present
Prudential NorCal Reality June 2004 - Present
Bay Aquatic Center May 2006 - November 2006
U.S. Senator Barbara Boxer August 2005 - May 2006
United Nations Student Alliance January 2004 - September 2005
Woman's National Democratic Club February 2005 - May 2005
Home Loan Counseling Center June 1995 - July 2002
Skills
Microsoft Office Suite, Banking, Administrative..., Taleo, Microsoft Excel, PowerPoint, Microsoft Office, TEFL, Real Estate License, Real Estate Financing, Visio, Adobe Acrobat, Political Organization, Org Plus, Real Estate Transactions, Human Resources, Non-profits, Internal Communications, Women's Studies, Office Administration, SharePoint, Office Support, Employee Engagement, Event Planning, Floorplanning, Executive..., Expense Reports, Political Campaigns, Recruiting, Press Releases, Onboarding, Public Speaking, Research, Media Relations, Event Management, Fundraising, Payroll, Budgets, Management, Interviews, Data Analysis, Coordination, FHA, First Time Home Buyers, Nonprofits, Office Management, Real Estate, Sales, Spreadsheets, Team Building
Education
San Diego State University-California State University 2002 — 2006
B.A., Political Science
Oxford Seminars
TEFL Certification, TEFL
San Diego Mesa College
Psychology
MUFG Americas July 2014 - Present
Union Bank June 2010 - Present
Prudential NorCal Reality June 2004 - Present
Bay Aquatic Center May 2006 - November 2006
U.S. Senator Barbara Boxer August 2005 - May 2006
United Nations Student Alliance January 2004 - September 2005
Woman's National Democratic Club February 2005 - May 2005
Home Loan Counseling Center June 1995 - July 2002
Skills
Microsoft Office Suite, Banking, Administrative..., Taleo, Microsoft Excel, PowerPoint, Microsoft Office, TEFL, Real Estate License, Real Estate Financing, Visio, Adobe Acrobat, Political Organization, Org Plus, Real Estate Transactions, Human Resources, Non-profits, Internal Communications, Women's Studies, Office Administration, SharePoint, Office Support, Employee Engagement, Event Planning, Floorplanning, Executive..., Expense Reports, Political Campaigns, Recruiting, Press Releases, Onboarding, Public Speaking, Research, Media Relations, Event Management, Fundraising, Payroll, Budgets, Management, Interviews, Data Analysis, Coordination, FHA, First Time Home Buyers, Nonprofits, Office Management, Real Estate, Sales, Spreadsheets, Team Building
Education
San Diego State University-California State University 2002 — 2006
B.A., Political Science
Oxford Seminars
TEFL Certification, TEFL
San Diego Mesa College
Psychology
Eric Wagoner, CFA's Union Bank Experience May 2009 - January 2015
Job Finance Manager at Payoff
Industry Financial Services
Experience
Payoff January 2015 - Present
Union Bank May 2009 - January 2015
CapStone Investments January 2005 - April 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Banking, Corporate Finance, Investments, Equities
Education
San Diego State University-California State University 2002 — 2004
B.S., Finance
Payoff January 2015 - Present
Union Bank May 2009 - January 2015
CapStone Investments January 2005 - April 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Banking, Corporate Finance, Investments, Equities
Education
San Diego State University-California State University 2002 — 2004
B.S., Finance
Lilia Mojica's Union Bank Experience 2010 - Present
Job Consultant/trainer.spokesperson at Visa
Industry Banking
Experience
Union Bank 2010 - Present
Visa September 2000 - Present
Union Bank of California March 1986 - September 2000
Skills
Business Analysis, Banking, Financial Services, Management, Vendor Management, Risk Management, Financial Analysis, Business Planning, Finance, Market Research, Change Management, Business Development, Leadership, Time Management, Spanish, Strategy, Start-ups, Training, Business Strategy, Loans, Strategic Planning
Education
San Diego State University-California State University
Certificate, Court Interpreter/Translator
Union Bank 2010 - Present
Visa September 2000 - Present
Union Bank of California March 1986 - September 2000
Skills
Business Analysis, Banking, Financial Services, Management, Vendor Management, Risk Management, Financial Analysis, Business Planning, Finance, Market Research, Change Management, Business Development, Leadership, Time Management, Spanish, Strategy, Start-ups, Training, Business Strategy, Loans, Strategic Planning
Education
San Diego State University-California State University
Certificate, Court Interpreter/Translator
Roland DeAngelo's Union Bank Experience October 2008 - Present
Job Vice President, Corporate Sponsorships & Events at Union Bank
Industry Events Services
Experience
Union Bank October 2008 - Present
self-employed January 2005 - September 2008
Loyola Marymount University March 1995 - June 2004
World Cup USA 1994, Inc. August 1993 - December 1994
Paramount Pictures Television Productions (Miss Universe, Inc.) October 1987 - August 1993
Skills
Event Management, Event Planning, Marketing, Management, Sponsorship, Budgets, Customer Satisfaction, Process Scheduler, Marketing Management, Integrated Marketing, Marketing Communications, Trade Shows, Hotels, Marketing Strategy, Leadership, Strategic Planning, Social Media, Social Media Marketing
Education
San Diego State University-California State University 1982 — 1985
BS, Busniess Admin., Management
Union Bank October 2008 - Present
self-employed January 2005 - September 2008
Loyola Marymount University March 1995 - June 2004
World Cup USA 1994, Inc. August 1993 - December 1994
Paramount Pictures Television Productions (Miss Universe, Inc.) October 1987 - August 1993
Skills
Event Management, Event Planning, Marketing, Management, Sponsorship, Budgets, Customer Satisfaction, Process Scheduler, Marketing Management, Integrated Marketing, Marketing Communications, Trade Shows, Hotels, Marketing Strategy, Leadership, Strategic Planning, Social Media, Social Media Marketing
Education
San Diego State University-California State University 1982 — 1985
BS, Busniess Admin., Management
Greg Seiter's Union Bank Experience May 2009 - Present
Job Union Bank, Quality Control
Industry Banking
Experience
Union Bank May 2009 - Present
JPMorgan Chase November 1995 - April 2009
Wells Fargo Bank May 1989 - October 1995
Wells Fargo Bank 1989 - 1995
Skills
Leadership, Credit, Loans, Management, Banking, Risk Management, Mortgage Lending, Mortgage Banking, Underwriting, Auditing, Analysis
Education
San Diego State University-California State University 1979 — 1983
BA
Union Bank May 2009 - Present
JPMorgan Chase November 1995 - April 2009
Wells Fargo Bank May 1989 - October 1995
Wells Fargo Bank 1989 - 1995
Skills
Leadership, Credit, Loans, Management, Banking, Risk Management, Mortgage Lending, Mortgage Banking, Underwriting, Auditing, Analysis
Education
San Diego State University-California State University 1979 — 1983
BA
Brenda Busher's Union Bank Experience August 2005 - June 2012
Job Vice President, Relationship Manager
Industry Banking
Experience
US Bank April 2014 - Present
Home of Guiding Hands October 2012 - November 2014
Torrey Pines Bank June 2012 - September 2013
Union Bank August 2005 - June 2012
Community Resource Center 2005 - 2012
US Bank December 1995 - August 2005
Skills
Commercial Lending, Commercial Banking, Consumer Lending, Loans, Retail Banking, Credit, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Wealth Management, Cash Management, Financial Services, Investment Management, Investments, Risk Management, Asset Managment, Financial Analysis, Corporate Finance, CMBS, Asset Management, Finance, Credit Analysis, Loan Origination, Treasury Management, Relationship Management, Small Business, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Private Banking, Underwriting, Series 7, SBA, Credit Risk, Mortgage Banking, Strategic Financial...
Education
San Diego State University-California State University
Behavioral Sciences
Woodrow wilson high school
US Bank April 2014 - Present
Home of Guiding Hands October 2012 - November 2014
Torrey Pines Bank June 2012 - September 2013
Union Bank August 2005 - June 2012
Community Resource Center 2005 - 2012
US Bank December 1995 - August 2005
Skills
Commercial Lending, Commercial Banking, Consumer Lending, Loans, Retail Banking, Credit, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Wealth Management, Cash Management, Financial Services, Investment Management, Investments, Risk Management, Asset Managment, Financial Analysis, Corporate Finance, CMBS, Asset Management, Finance, Credit Analysis, Loan Origination, Treasury Management, Relationship Management, Small Business, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Private Banking, Underwriting, Series 7, SBA, Credit Risk, Mortgage Banking, Strategic Financial...
Education
San Diego State University-California State University
Behavioral Sciences
Woodrow wilson high school
Terence Chang's Union Bank Experience 2011 - Present
Job Credit Executive at Union Bank
Industry Banking
Experience
Union Bank 2011 - Present
Federal Deposit Insurance Corporation 2009 - 2011
Lehman Brothers 2006 - 2008
Washington Mutual 1999 - 2004
First National Bank & Trust 1998 - 1999
Education
San Diego State University-California State University
BS, Finance
Union Bank 2011 - Present
Federal Deposit Insurance Corporation 2009 - 2011
Lehman Brothers 2006 - 2008
Washington Mutual 1999 - 2004
First National Bank & Trust 1998 - 1999
Education
San Diego State University-California State University
BS, Finance
Jeff Alfonso's Union Bank Experience December 2000 - April 2004
Job Project Manager at Symitar
Industry Computer Software
Experience
Symitar April 2004 - Present
Union Bank December 2000 - April 2004
Skills
Credit Cards, Banking, Business Analysis, Internet Banking, Process Improvement, Product Management, SDLC, Vendor Management, Requirements Gathering, Visio, Requirements Analysis
Education
San Diego State University-California State University 1990 — 1996
B.S., Business Administration (Accounting)
Symitar April 2004 - Present
Union Bank December 2000 - April 2004
Skills
Credit Cards, Banking, Business Analysis, Internet Banking, Process Improvement, Product Management, SDLC, Vendor Management, Requirements Gathering, Visio, Requirements Analysis
Education
San Diego State University-California State University 1990 — 1996
B.S., Business Administration (Accounting)
Fred Hurst's Union Bank Experience 1992 - Present
Job Director at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management September 1992 - Present
Union Bank 1992 - Present
HighMark Capital Management 1992 - Present
Union Bank, N.A. 1992 - Present
Skills
Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Credit, Mutual Funds, Securities
Education
San Diego State University-California State University
BA, Economics
HighMark Capital Management September 1992 - Present
Union Bank 1992 - Present
HighMark Capital Management 1992 - Present
Union Bank, N.A. 1992 - Present
Skills
Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Credit, Mutual Funds, Securities
Education
San Diego State University-California State University
BA, Economics
Elizabeth Kilmer's Union Bank Experience 2010 - 2010
Job Senior Financial Advisor at US Bancorp
Industry Financial Services
Experience
US Bancorp April 2012 - Present
Union Bank Investment Services June 2010 - May 2012
Union Bank Investment Services 2010 - 2010
Union Bank 2010 - 2010
WaMu 2000 - 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Investments
Education
St George's University 2007 — 2008
Masters of International Business, International Business
San Diego State University-California State University
Bachelor's of Science, Psychology
US Bancorp April 2012 - Present
Union Bank Investment Services June 2010 - May 2012
Union Bank Investment Services 2010 - 2010
Union Bank 2010 - 2010
WaMu 2000 - 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Investments
Education
St George's University 2007 — 2008
Masters of International Business, International Business
San Diego State University-California State University
Bachelor's of Science, Psychology
Casey Carstairs's Union Bank Experience January 2010 - February 2011
Job Customer Experience and Sales Strategy
Industry Banking
Experience
BofI Federal Bank February 2011 - Present
Union Bank January 2010 - February 2011
The Gurt December 2007 - January 2009
Downey Savings & Loan December 2007 - January 2009
US Banccorp October 2005 - December 2007
Skills
Banking, Credit, Mortgage Lending, Financial Services, Process Improvement, Retail Banking, Analysis
Education
San Diego State University-California State University 1999 — 2005
Bachelor's Degree, Public Administration
BofI Federal Bank February 2011 - Present
Union Bank January 2010 - February 2011
The Gurt December 2007 - January 2009
Downey Savings & Loan December 2007 - January 2009
US Banccorp October 2005 - December 2007
Skills
Banking, Credit, Mortgage Lending, Financial Services, Process Improvement, Retail Banking, Analysis
Education
San Diego State University-California State University 1999 — 2005
Bachelor's Degree, Public Administration
Dan Kellett's Union Bank Experience June 2009 - June 2010
Job CTO driving rockstar marketing Web Apps.
Industry Computer Software
Experience
PTI Marketing Technologies June 2010 - Present
Union Bank June 2009 - June 2010
Qualcomm September 2008 - May 2009
Mesa Community College June 2006 - July 2007
Clipsal Integrated Systems February 2001 - December 2004
Skills
C, C++, C#, .NET, NHibernate, SQL, Embedded Systems, ASP.NET MVC, jQuery, User Interface Design, Web Development, Web Design, Usability Testing, JavaScript, CSS, HTML 5, User Experience Design, MVVM, MVC, ASP.NET, AJAX, VHDL, Agile Methodologies, Programming, HTML, Object Oriented Design, Testing, Software Engineering, Test Automation, Perl
Education
San Diego State University-California State University 2007 — 2010
BS Applied Arts and Sciences, Computer Engineering
PTI Marketing Technologies June 2010 - Present
Union Bank June 2009 - June 2010
Qualcomm September 2008 - May 2009
Mesa Community College June 2006 - July 2007
Clipsal Integrated Systems February 2001 - December 2004
Skills
C, C++, C#, .NET, NHibernate, SQL, Embedded Systems, ASP.NET MVC, jQuery, User Interface Design, Web Development, Web Design, Usability Testing, JavaScript, CSS, HTML 5, User Experience Design, MVVM, MVC, ASP.NET, AJAX, VHDL, Agile Methodologies, Programming, HTML, Object Oriented Design, Testing, Software Engineering, Test Automation, Perl
Education
San Diego State University-California State University 2007 — 2010
BS Applied Arts and Sciences, Computer Engineering
Barbara Hunter's Union Bank Experience October 1993 - March 2005
Job Commercial Lending at First Citizens Bank
Industry Banking
Experience
First Citizens Bank November 2014 - Present
Regent's Bank April 2005 - October 2014
HomeAid 2002 - 2011
Union Bank October 1993 - March 2005
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Commercial Mortgages, Underwriting, Banking, Lines Of Credit, Asset Based Lending, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Real Estate Economics, Real Estate Financing, Real Estate, Commercial Real Estate, Mortgage Lending, Consumer Lending, SBA 504, Finance, Cash Management, Refinance, Mortgage Banking, Bank Secrecy Act, SBA, Financial Structuring, Investments, Disposition, Construction Loans, Due Diligence, Financial Analysis, FHA, Commercial Finance, Treasury Management, Real Estate Lending
Education
San Diego State University-California State University
West Virginia University
First Citizens Bank November 2014 - Present
Regent's Bank April 2005 - October 2014
HomeAid 2002 - 2011
Union Bank October 1993 - March 2005
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Commercial Mortgages, Underwriting, Banking, Lines Of Credit, Asset Based Lending, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Real Estate Economics, Real Estate Financing, Real Estate, Commercial Real Estate, Mortgage Lending, Consumer Lending, SBA 504, Finance, Cash Management, Refinance, Mortgage Banking, Bank Secrecy Act, SBA, Financial Structuring, Investments, Disposition, Construction Loans, Due Diligence, Financial Analysis, FHA, Commercial Finance, Treasury Management, Real Estate Lending
Education
San Diego State University-California State University
West Virginia University
Patty Machun's Union Bank Experience September 2010 - November 2012
Job Instructional Designer Consultant at Sony Computers Entertainment America
Industry Banking
Experience
Sony Computers Entertainment America November 2013 - Present
PRACTICUM: Jack in the Box March 2013 - May 2013
PRACTICUM: Rady Children’s Hospital October 2012 - May 2013
Union Bank September 2010 - November 2012
Guild Mortgage Company June 2000 - September 2010
Guild Mortgage June 2000 - September 2010
Wells Fargo (Norwest/WMC) August 1997 - June 2000
Countrywide Home Loans March 1997 - August 1997
Countrywide Home Loans March 1997 - August 1997
Guild Mortgage Company December 1995 - March 1997
Skills
Mortgage Lending, ADDIE, Loans, Training, mLearning, Software Documentation, Process Improvement, Instructional Design, Public Speaking, FHA, E-Learning, Analysis, Onboarding, Captivate, SharePoint, Coaching, Instructor-led Training, Needs Analysis, Recruiting, SnagIt, Blended Learning, Camtasia, Finance, Technical Training, Learning Management..., Management, Technical Writing, Mortgage Banking, Leadership, Learning Management, Hands-on Training, Performance Consulting
Education
San Diego State University-California State University 2009 — 2013
Master's Degree, Educational Technology/Instructional Systems Design, 4.0
SDSU Internship 2011 — 2011
Dr. Allison Rossett, EdTec Master's Program
San Diego State University 2009 — 2011
Certificate in Instructional Technologies, Instructional Design, 4.0
San Diego State University-California State University
Bachelor of Arts, Liberal Arts and Sciences-English
Sony Computers Entertainment America November 2013 - Present
PRACTICUM: Jack in the Box March 2013 - May 2013
PRACTICUM: Rady Children’s Hospital October 2012 - May 2013
Union Bank September 2010 - November 2012
Guild Mortgage Company June 2000 - September 2010
Guild Mortgage June 2000 - September 2010
Wells Fargo (Norwest/WMC) August 1997 - June 2000
Countrywide Home Loans March 1997 - August 1997
Countrywide Home Loans March 1997 - August 1997
Guild Mortgage Company December 1995 - March 1997
Skills
Mortgage Lending, ADDIE, Loans, Training, mLearning, Software Documentation, Process Improvement, Instructional Design, Public Speaking, FHA, E-Learning, Analysis, Onboarding, Captivate, SharePoint, Coaching, Instructor-led Training, Needs Analysis, Recruiting, SnagIt, Blended Learning, Camtasia, Finance, Technical Training, Learning Management..., Management, Technical Writing, Mortgage Banking, Leadership, Learning Management, Hands-on Training, Performance Consulting
Education
San Diego State University-California State University 2009 — 2013
Master's Degree, Educational Technology/Instructional Systems Design, 4.0
SDSU Internship 2011 — 2011
Dr. Allison Rossett, EdTec Master's Program
San Diego State University 2009 — 2011
Certificate in Instructional Technologies, Instructional Design, 4.0
San Diego State University-California State University
Bachelor of Arts, Liberal Arts and Sciences-English
J. C. Duncan's Union Bank Experience February 1990 - September 1999
Job SVP and Resident Manager at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2009 - Present
Bank of America September 1999 - April 2009
Union Bank February 1990 - September 1999
Skills
Speak Spanish, Public Speaking, Sales Management, Strategic Planning, Team Building, Recruiting, Business Development, Commercial Banking, Mortgage Lending, Credit, Loans, Budgets, Wealth Management, Leadership Development, Business Strategy, Management, Leadership
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts, Public Administration and Spanish
Merrill Lynch May 2009 - Present
Bank of America September 1999 - April 2009
Union Bank February 1990 - September 1999
Skills
Speak Spanish, Public Speaking, Sales Management, Strategic Planning, Team Building, Recruiting, Business Development, Commercial Banking, Mortgage Lending, Credit, Loans, Budgets, Wealth Management, Leadership Development, Business Strategy, Management, Leadership
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts, Public Administration and Spanish
Erin Volkmer's Union Bank Experience December 2002 - Present
Job Business Systems Consultant at Union Bank
Industry Banking
Experience
Union Bank December 2002 - Present
Skills
Business Analysis, E-commerce, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Business Requirements
Education
San Diego State University-California State University 1995 — 1997
Master of Business Administration (MBA)
University of California, San Diego 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Union Bank December 2002 - Present
Skills
Business Analysis, E-commerce, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Business Requirements
Education
San Diego State University-California State University 1995 — 1997
Master of Business Administration (MBA)
University of California, San Diego 1989 — 1993
Bachelor of Arts (B.A.), Psychology
April Lidot's Union Bank Experience August 2013 - Present
Job Private Banker, Vice President at Union Bank
Industry Banking
Experience
Union Bank August 2013 - Present
Union Bank October 2007 - August 2013
Woods Real Estate Services January 2007 - December 2007
Union Bank of California November 2005 - August 2006
Union Bank of California January 2005 - November 2005
Union Bank of California November 2002 - December 2004
Union Bank of California January 2002 - November 2002
Union Bank of California March 2001 - December 2001
Skills
research & planning, Communication, Interpersonal Skill, Cross-functional Team..., Sales Management, Operational Risk..., Management, Commercial Lending, Credit, Loans, Change Management, Banking, Small Business Lending, Project Planning, Credit Analysis, Investments, Portfolio Management
Education
San Diego State University-California State University 1998 — 2001
B.A., Psychology & Business
Union Bank August 2013 - Present
Union Bank October 2007 - August 2013
Woods Real Estate Services January 2007 - December 2007
Union Bank of California November 2005 - August 2006
Union Bank of California January 2005 - November 2005
Union Bank of California November 2002 - December 2004
Union Bank of California January 2002 - November 2002
Union Bank of California March 2001 - December 2001
Skills
research & planning, Communication, Interpersonal Skill, Cross-functional Team..., Sales Management, Operational Risk..., Management, Commercial Lending, Credit, Loans, Change Management, Banking, Small Business Lending, Project Planning, Credit Analysis, Investments, Portfolio Management
Education
San Diego State University-California State University 1998 — 2001
B.A., Psychology & Business
Casey Mazon's Union Bank Experience January 1999 - January 2002
Job Director, Compliance Testing & Assurance
Industry Banking
Experience
Rabobank March 2014 - Present
Rabobank July 2013 - March 2014
Rabobank September 2005 - July 2013
Rabobank May 2002 - September 2005
Union Bank January 1999 - January 2002
Skills
Risk Assessment, BSA/AML, Compliance, Financial Risk, Management, Change Management, Banking, Risk Management, OFAC, Data Analytics, Business Analysis, Process Improvement, Leadership, Retail Banking
Education
San Diego State University-California State University 1997 — 2001
Bachelor's Degree
Rabobank March 2014 - Present
Rabobank July 2013 - March 2014
Rabobank September 2005 - July 2013
Rabobank May 2002 - September 2005
Union Bank January 1999 - January 2002
Skills
Risk Assessment, BSA/AML, Compliance, Financial Risk, Management, Change Management, Banking, Risk Management, OFAC, Data Analytics, Business Analysis, Process Improvement, Leadership, Retail Banking
Education
San Diego State University-California State University 1997 — 2001
Bachelor's Degree
Marcella King, PMP's Union Bank Experience 2015 - 2015
Job Experienced Finance Professional
Industry Banking
Experience
Union Bank 2015 - 2015
Union Bank 2015 - 2015
Union Bank 2015 - 2015
California Bank & Trust October 2013 - October 2014
Mental Health Systems December 2008 - October 2013
Mental Health Systems, Inc. December 2007 - November 2008
Aquarela Fitness Attire July 2004 - January 2007
Contractor - Accounting Specialist July 2003 - February 2006
Skills
Budgets, Process Improvement, Microsoft Excel, Forecasting, Microsoft Office, PowerPoint, Project Management, Financial Reporting, Training, Microsoft Word, Negotiation, Management, Analysis, Project Planning, Accounting, Financial Audits, RFP, General Ledger, Aging Reports, Outlook, Leadership, Communication Skills, Cost Management, Time Management, Problem Solving, Great Plains Software, QuickBooks, SAP, Marketing, Nonprofits, Proposal Writing, Account Reconciliation, Customer Service, Sales, Financial Analysis, Finance, Spanish, Program Management
Education
San Diego State University-California State University 2009 — 2010
Project Management Certificate
San Diego State University-California State University 2003 — 2006
B.A., International Business
Union Bank 2015 - 2015
Union Bank 2015 - 2015
Union Bank 2015 - 2015
California Bank & Trust October 2013 - October 2014
Mental Health Systems December 2008 - October 2013
Mental Health Systems, Inc. December 2007 - November 2008
Aquarela Fitness Attire July 2004 - January 2007
Contractor - Accounting Specialist July 2003 - February 2006
Skills
Budgets, Process Improvement, Microsoft Excel, Forecasting, Microsoft Office, PowerPoint, Project Management, Financial Reporting, Training, Microsoft Word, Negotiation, Management, Analysis, Project Planning, Accounting, Financial Audits, RFP, General Ledger, Aging Reports, Outlook, Leadership, Communication Skills, Cost Management, Time Management, Problem Solving, Great Plains Software, QuickBooks, SAP, Marketing, Nonprofits, Proposal Writing, Account Reconciliation, Customer Service, Sales, Financial Analysis, Finance, Spanish, Program Management
Education
San Diego State University-California State University 2009 — 2010
Project Management Certificate
San Diego State University-California State University 2003 — 2006
B.A., International Business
James Seekamp's Union Bank Experience 2008 - Present
Job Vice President Sr Asset Manager at Union Bank
Industry Banking
Experience
Union Bank 2008 - Present
Scripps Health 1989 - 2008
Skills
Financial Analysis, Investments, Banking, Risk Management, Cash Management, Commercial Banking, Treasury Management, Commercial Lending, Portfolio Management, Credit, Loans, Relationship Management, Financial Services, Wealth Management
Education
San Diego State University-California State University
BS, Finance
Union Bank 2008 - Present
Scripps Health 1989 - 2008
Skills
Financial Analysis, Investments, Banking, Risk Management, Cash Management, Commercial Banking, Treasury Management, Commercial Lending, Portfolio Management, Credit, Loans, Relationship Management, Financial Services, Wealth Management
Education
San Diego State University-California State University
BS, Finance
Luanne Bas's Union Bank Experience July 2013 - Present
Job Senior Vice President at Union Bank
Industry Banking
Experience
Union Bank July 2013 - Present
Union Bank July 2013 - Present
U.S. Bank November 1999 - June 2005
Union Bank June 1986 - November 1999
Skills
Commercial Banking, Venture Capital, Cash Management, Mergers & Acquisitions, Portfolio Management, Strategy, Small Business Lending, Risk Management, Strategic Financial..., Banking, Financial Modeling, Financial Analysis, Strategic Planning, Due Diligence, Investments, Asset Managment, Executive Management, Commercial Lending, Mergers, Lines Of Credit, Finance, Corporate Finance, Start-ups
Education
San Diego State University-California State University 1975 — 1979
Master of Business Administration (MBA), Business Finance
Union Bank July 2013 - Present
Union Bank July 2013 - Present
U.S. Bank November 1999 - June 2005
Union Bank June 1986 - November 1999
Skills
Commercial Banking, Venture Capital, Cash Management, Mergers & Acquisitions, Portfolio Management, Strategy, Small Business Lending, Risk Management, Strategic Financial..., Banking, Financial Modeling, Financial Analysis, Strategic Planning, Due Diligence, Investments, Asset Managment, Executive Management, Commercial Lending, Mergers, Lines Of Credit, Finance, Corporate Finance, Start-ups
Education
San Diego State University-California State University 1975 — 1979
Master of Business Administration (MBA), Business Finance
Justin Lang's Union Bank Experience October 2010 - Present
Job Business Systems Analyst at Union Bank
Industry Printing
Experience
Union Bank October 2010 - Present
Education
UCSD Extensions 2012 — 2012
San Diego State University-California State University 2004 — 2010
Bachelor, B.S. Business Administration Information Decision Systems, Minor in Economics
Union Bank October 2010 - Present
Education
UCSD Extensions 2012 — 2012
San Diego State University-California State University 2004 — 2010
Bachelor, B.S. Business Administration Information Decision Systems, Minor in Economics
Darlene Gomez's Union Bank Experience October 2014 - September 2015
Job Financial
Industry Financial Services
Experience
Union Bank October 2014 - September 2015
JPMorgan Chase November 2010 - October 2014
Valencia Ca November 2007 - October 2010
Wells Fargo Bank November 2003 - November 2007
Education
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Union Bank October 2014 - September 2015
JPMorgan Chase November 2010 - October 2014
Valencia Ca November 2007 - October 2010
Wells Fargo Bank November 2003 - November 2007
Education
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Frank Asaro's Union Bank Experience May 1988 - October 1999
Job Chief Financial Officer
Industry Computer Software
Experience
Mogl 2014 - Present
Corrao Group December 2009 - February 2014
PivotStor, LLC August 2008 - December 2009
MojoPages.com May 2006 - August 2008
Client Shop, Inc March 2004 - March 2006
JMC Management September 2001 - February 2004
BakBone Software October 1999 - September 2001
Union Bank May 1988 - October 1999
Skills
Venture Capital, Business Strategy, Strategic Planning, Corporate Finance, Start-ups, Mergers, IPO, Investor Relations, Salesforce.com, Strategic Partnerships
Education
PCBS at University of Washington 1997 — 2000
Master Level, Finance & Banking
San Diego State University-California State University 1983 — 1988
Bachelor, Finance
Mogl 2014 - Present
Corrao Group December 2009 - February 2014
PivotStor, LLC August 2008 - December 2009
MojoPages.com May 2006 - August 2008
Client Shop, Inc March 2004 - March 2006
JMC Management September 2001 - February 2004
BakBone Software October 1999 - September 2001
Union Bank May 1988 - October 1999
Skills
Venture Capital, Business Strategy, Strategic Planning, Corporate Finance, Start-ups, Mergers, IPO, Investor Relations, Salesforce.com, Strategic Partnerships
Education
PCBS at University of Washington 1997 — 2000
Master Level, Finance & Banking
San Diego State University-California State University 1983 — 1988
Bachelor, Finance
Andy Sanchez's Union Bank Experience May 2006 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank May 2006 - Present
Vector Marketing May 2004 - May 2006
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Loans, Team Building, New Business Development, Negotiation, Commercial Banking, Financial Analysis, Business Development, Retail Banking, Social Networking, Leadership, Management, Marketing, Coaching
Education
San Diego State University-California State University 2004 — 2009
BS, Public Administration
Saint Augustine High School 2000 — 2004
Union Bank May 2006 - Present
Vector Marketing May 2004 - May 2006
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Loans, Team Building, New Business Development, Negotiation, Commercial Banking, Financial Analysis, Business Development, Retail Banking, Social Networking, Leadership, Management, Marketing, Coaching
Education
San Diego State University-California State University 2004 — 2009
BS, Public Administration
Saint Augustine High School 2000 — 2004
Carmen Gastelum's Union Bank Experience April 2009 - February 2012
Job External Affairs Specialist at San Ysidro Health Center
Industry Nonprofit Organization Management
Experience
San Ysidro Health Center February 2012 - Present
Union Bank April 2009 - February 2012
Bay City Television 1999 - 2001
Univision San Diego 1998 - 2000
Skills
Customer Service, Strategic Planning, Microsoft Excel, Research, Microsoft Office, PowerPoint, Project Management, Process Improvement, Program Management, Non-profits, Healthcare, Budgets, Community Outreach, Event Planning, Microsoft Word, Nonprofits
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Graphic Design
San Ysidro Health Center February 2012 - Present
Union Bank April 2009 - February 2012
Bay City Television 1999 - 2001
Univision San Diego 1998 - 2000
Skills
Customer Service, Strategic Planning, Microsoft Excel, Research, Microsoft Office, PowerPoint, Project Management, Process Improvement, Program Management, Non-profits, Healthcare, Budgets, Community Outreach, Event Planning, Microsoft Word, Nonprofits
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Graphic Design
George Bunson's Union Bank Experience June 2011 - Present
Job Systems Manager at Union Bank
Industry Banking
Experience
Union Bank June 2011 - Present
Union Bank January 2007 - September 2011
Union Bank June 1997 - January 2007
Electronic Data Systems November 1996 - June 1997
Electronic Data Systems March 1994 - November 1996
Electronic Data Systems May 1992 - March 1994
Electronic Data Systems September 1988 - May 1992
Skills
COBOL, NDM, Mainframe, JCL, TACL, Banking, ATM, CICS, IBM Mainframe, TCP/IP, Programming, Cards, Application Development, VSAM
Education
San Diego State University-California State University 1985 — 1988
BS, Business Administration (Information Systems)
Union Bank June 2011 - Present
Union Bank January 2007 - September 2011
Union Bank June 1997 - January 2007
Electronic Data Systems November 1996 - June 1997
Electronic Data Systems March 1994 - November 1996
Electronic Data Systems May 1992 - March 1994
Electronic Data Systems September 1988 - May 1992
Skills
COBOL, NDM, Mainframe, JCL, TACL, Banking, ATM, CICS, IBM Mainframe, TCP/IP, Programming, Cards, Application Development, VSAM
Education
San Diego State University-California State University 1985 — 1988
BS, Business Administration (Information Systems)
Lina Carroll's Union Bank Experience April 2011 - Present
Job Financial Analyst at Union Bank
Industry Financial Services
Experience
Union Bank April 2011 - Present
Encore Capital Group October 2008 - April 2011
LPL Financial September 2006 - October 2008
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Financial Reporting, Credit, Banking, Investments, Valuation, Mutual Funds, Credit Risk, Commercial Lending, Due Diligence, Process Improvement
Education
San Diego State University-California State University
Economics
Union Bank April 2011 - Present
Encore Capital Group October 2008 - April 2011
LPL Financial September 2006 - October 2008
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Financial Reporting, Credit, Banking, Investments, Valuation, Mutual Funds, Credit Risk, Commercial Lending, Due Diligence, Process Improvement
Education
San Diego State University-California State University
Economics
Jill Selden's Union Bank Experience July 2010 - Present
Job Financial Service Officer at Union Bank
Industry Banking
Experience
Union Bank July 2010 - Present
Wells Fargo Bank October 2008 - July 2010
Education
San Diego State University-California State University 1999 — 2002
MBA, Business/Focus on Marketing
Union Bank July 2010 - Present
Wells Fargo Bank October 2008 - July 2010
Education
San Diego State University-California State University 1999 — 2002
MBA, Business/Focus on Marketing
Merhej Elie Nassif's Union Bank Experience May 2010 - September 2010
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP October 2014 - Present
RBTK, LLP January 2013 - September 2014
Matthew Lemas CPA & Associates October 2011 - December 2012
Union Bank May 2010 - September 2010
Wells Fargo Bank October 2008 - May 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Credit, Banking, Financial Accounting, Data Analysis, Fixed Assets, Corporate Tax, Income Tax, Auditing, Finance, Account Reconciliation, General Ledger, Internal Controls, Corporate Finance, Strategic Financial..., Financial Planning, Microsoft Office
Education
University of California, San Diego 2011 — 2011
Certificate, Accounting, 4.00
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics with specialization in International Economics and a minor in Statistics, 3.85
Saint Joseph School 2003 — 2005
Lebanese Baccalaureate
Lavine, Lofgren, Morris & Engelberg, LLP October 2014 - Present
RBTK, LLP January 2013 - September 2014
Matthew Lemas CPA & Associates October 2011 - December 2012
Union Bank May 2010 - September 2010
Wells Fargo Bank October 2008 - May 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Credit, Banking, Financial Accounting, Data Analysis, Fixed Assets, Corporate Tax, Income Tax, Auditing, Finance, Account Reconciliation, General Ledger, Internal Controls, Corporate Finance, Strategic Financial..., Financial Planning, Microsoft Office
Education
University of California, San Diego 2011 — 2011
Certificate, Accounting, 4.00
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics with specialization in International Economics and a minor in Statistics, 3.85
Saint Joseph School 2003 — 2005
Lebanese Baccalaureate
Anthony Creamer's Union Bank Experience October 2012 - July 2014
Job Staff Accountant
Industry Accounting
Experience
Jeffrey, Corrigan & Shaw July 2014 - Present
Union Bank October 2012 - July 2014
Wells Fargo Bank October 2007 - October 2012
Skills
Series 7, Series 63, CA Life Agent, Investments, Retirement Planning, Life Insurance, Investment Advisory, IRAs, Financial Analysis, High Net Worth..., Series 6, Commercial Banking, Financial Planning, Management
Education
University of La Verne 2010 — 2012
BA, Accounting
San Diego State University-California State University 1998 — 2002
Sociology
Upland High School
Jeffrey, Corrigan & Shaw July 2014 - Present
Union Bank October 2012 - July 2014
Wells Fargo Bank October 2007 - October 2012
Skills
Series 7, Series 63, CA Life Agent, Investments, Retirement Planning, Life Insurance, Investment Advisory, IRAs, Financial Analysis, High Net Worth..., Series 6, Commercial Banking, Financial Planning, Management
Education
University of La Verne 2010 — 2012
BA, Accounting
San Diego State University-California State University 1998 — 2002
Sociology
Upland High School
Jill Selden's Union Bank Experience August 2011 - October 2012
Job at
Industry Banking
Experience
Bank of Marin October 2012 - Present
Union Bank August 2011 - October 2012
Union Bank July 2010 - May 2012
Wells Fargo October 2008 - July 2010
Scripps Health June 1996 - April 2002
Skills
Client Relations Skills, Nurturing, Listener, Problem Solving, Logical Thinker, Project Management, Goal Oriented, Integrity, Banking, Program Management, Sales, CRM
Education
San Diego State University-California State University 1999 — 2002
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The University of Texas at Austin 1990 — 1995
Bachelor of Science (B.S.), Nutrition Sciences
Bank of Marin October 2012 - Present
Union Bank August 2011 - October 2012
Union Bank July 2010 - May 2012
Wells Fargo October 2008 - July 2010
Scripps Health June 1996 - April 2002
Skills
Client Relations Skills, Nurturing, Listener, Problem Solving, Logical Thinker, Project Management, Goal Oriented, Integrity, Banking, Program Management, Sales, CRM
Education
San Diego State University-California State University 1999 — 2002
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The University of Texas at Austin 1990 — 1995
Bachelor of Science (B.S.), Nutrition Sciences
Melinda Heinemann's Union Bank Experience 1978 - 1979
Job Landlord at Heinemann Properties
Industry Real Estate
Experience
Heinemann Properties 1993 - Present
Toyota Motor Sales 1979 - 2006
Union Bank 1978 - 1979
Transamerica 1973 - 1978
USLIFE Insurance of California 1971 - 1973
Miyachi Unitek 1970 - 1971
Skills
Certified Professional..., Church Events
Education
San Diego State University-California State University 1965 — 1969
Bachelor's degree, Mathematics and Computer Science
Heinemann Properties 1993 - Present
Toyota Motor Sales 1979 - 2006
Union Bank 1978 - 1979
Transamerica 1973 - 1978
USLIFE Insurance of California 1971 - 1973
Miyachi Unitek 1970 - 1971
Skills
Certified Professional..., Church Events
Education
San Diego State University-California State University 1965 — 1969
Bachelor's degree, Mathematics and Computer Science
Christie Long's Union Bank Experience February 2012 - March 2015
Job Branch Manager at Central Valley Community Bank
Industry Banking
Experience
Central Valley Community Bank March 2015 - Present
Union Bank February 2012 - March 2015
Wells Fargo October 2011 - February 2012
Wells Fargo March 2010 - October 2011
Skills
Banking, Customer-facing, Business-minded, Finance, Credit, Loans, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending
Education
San Diego State University-California State University
Physical Sciences
West Hills College Lemoore
Associates of Science, Physical Sciences
Central Valley Community Bank March 2015 - Present
Union Bank February 2012 - March 2015
Wells Fargo October 2011 - February 2012
Wells Fargo March 2010 - October 2011
Skills
Banking, Customer-facing, Business-minded, Finance, Credit, Loans, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending
Education
San Diego State University-California State University
Physical Sciences
West Hills College Lemoore
Associates of Science, Physical Sciences
John Munch's Union Bank Experience During a 40 year career I held a variety of branch banking management positions. These included bank operations, consumer lending, commercial lending, teller training, branch management, security, community relations, telemarketing, local marketing, recruiting and training, facility management, financial product sales.Vice President, Branch ManagerUnion Bank1973 - 2010
Job Retired from Union Bank
Industry Banking
Experience
Union Bank During a 40 year career I held a variety of branch banking management positions. These included bank operations, consumer lending, commercial lending, teller training, branch management, security, community relations, telemarketing, local marketing, recruiting and training, facility management, financial product sales.Vice President, Branch ManagerUnion Bank1973 - 2010
Bank of San Diego June 1984 - March 1987
Skills
Branch Banking, Consumer Lending, Commercial Lending, Bank Operations, Local Marketing, Human Resources, Commercial Aviation, Commercial Pilot, Recruiting, Instructor-led Training, Employee Training, Flight Instructor, Financial Services
Education
San Diego State University-California State University 1967 — 1970
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Southwestern College 1965 — 1967
Business, Management, Marketing, and Related Support Services
Union Bank During a 40 year career I held a variety of branch banking management positions. These included bank operations, consumer lending, commercial lending, teller training, branch management, security, community relations, telemarketing, local marketing, recruiting and training, facility management, financial product sales.Vice President, Branch ManagerUnion Bank1973 - 2010
Bank of San Diego June 1984 - March 1987
Skills
Branch Banking, Consumer Lending, Commercial Lending, Bank Operations, Local Marketing, Human Resources, Commercial Aviation, Commercial Pilot, Recruiting, Instructor-led Training, Employee Training, Flight Instructor, Financial Services
Education
San Diego State University-California State University 1967 — 1970
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Southwestern College 1965 — 1967
Business, Management, Marketing, and Related Support Services
Diana Harb's Union Bank Experience September 2012 - March 2013
Job Commercial Banking Officer at Mission Community Bank
Industry Marketing and Advertising
Experience
Heritage Oaks Bank February 2013 - Present
Mission Community Bank March 2013 - February 2014
Union Bank September 2012 - March 2013
Union Bank September 2000 - September 2012
Union Bank March 1992 - September 2000
HomeFed Bank April 1990 - November 1991
Skills
Commercial Banking, Credit, Portfolio Management, Financial Risk, Underwriting, Strategic Planning, Project Planning, Commercial Lending, Loans, Credit Analysis, Banking, Small Business Lending, Cash Management, Lines Of Credit, Credit Risk
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration, Accountng Emphasis
Heritage Oaks Bank February 2013 - Present
Mission Community Bank March 2013 - February 2014
Union Bank September 2012 - March 2013
Union Bank September 2000 - September 2012
Union Bank March 1992 - September 2000
HomeFed Bank April 1990 - November 1991
Skills
Commercial Banking, Credit, Portfolio Management, Financial Risk, Underwriting, Strategic Planning, Project Planning, Commercial Lending, Loans, Credit Analysis, Banking, Small Business Lending, Cash Management, Lines Of Credit, Credit Risk
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration, Accountng Emphasis
DeLetta Conners's Union Bank Experience April 2012 - Present
Job Vice President, Trust Compliance at Union Bank
Industry Banking
Experience
Union Bank April 2012 - Present
First Regional Bank October 2001 - June 2010
US Bank formerly Scripps Bank April 1996 - June 2001
Education
San Diego State University-California State University 1987 — 1991
Bachelor's degree, Accounting and Finance
Union Bank April 2012 - Present
First Regional Bank October 2001 - June 2010
US Bank formerly Scripps Bank April 1996 - June 2001
Education
San Diego State University-California State University 1987 — 1991
Bachelor's degree, Accounting and Finance
Eva Tamayo's Union Bank Experience 1990 - 2013
Job Banking Professional
Industry Banking
Experience
Union Bank 1990 - 2013
Skills
Commercial Banking, Banking, Loans, Credit, Retail Banking, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Credit Risk, Lines Of Credit, Loan Origination, Portfolio Management, Cross Selling
Education
San Diego State University-California State University
Union Bank 1990 - 2013
Skills
Commercial Banking, Banking, Loans, Credit, Retail Banking, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Credit Risk, Lines Of Credit, Loan Origination, Portfolio Management, Cross Selling
Education
San Diego State University-California State University
Bryan Lai's Union Bank Experience August 2015 - Present
Job Teller at Union Bank
Industry Computer Software
Experience
Union Bank August 2015 - Present
CVS Health October 2014 - August 2015
SDSU Alumni Center September 2013 - November 2013
Skills
Computer Engineering, Film Production, Geographic Information..., Discrete Mathematics, Communication Skills, Linear Algebra, Calculus, C++ Language, Cell Biology, Rhetorical Analysis, Spanish-English, C
Education
San Diego State University-California State University 2015 — 2019
Computer Engineering
San Diego State University-California State University 2013 — 2017
Union Bank August 2015 - Present
CVS Health October 2014 - August 2015
SDSU Alumni Center September 2013 - November 2013
Skills
Computer Engineering, Film Production, Geographic Information..., Discrete Mathematics, Communication Skills, Linear Algebra, Calculus, C++ Language, Cell Biology, Rhetorical Analysis, Spanish-English, C
Education
San Diego State University-California State University 2015 — 2019
Computer Engineering
San Diego State University-California State University 2013 — 2017
Edward Rodden's Union Bank Experience Vice President, Merchant Relationship ManagerUnion BankAugust 1981 - Present
Job Vice President, Merchant Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank Vice President, Merchant Relationship ManagerUnion BankAugust 1981 - Present
Skills
Banking, Credit, Risk Management, Portfolio Management, Financial Analysis, Loans, Commercial Banking, Credit Analysis, Leadership, Retail Banking
Education
San Diego State University-California State University 1983 — 1990
Bachelor’s Degree, Business Administration and Management with emphasis in Marketing
San Diego State University-California State University
Union Bank Vice President, Merchant Relationship ManagerUnion BankAugust 1981 - Present
Skills
Banking, Credit, Risk Management, Portfolio Management, Financial Analysis, Loans, Commercial Banking, Credit Analysis, Leadership, Retail Banking
Education
San Diego State University-California State University 1983 — 1990
Bachelor’s Degree, Business Administration and Management with emphasis in Marketing
San Diego State University-California State University