Union Bank
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.
Union Bank Salaries. You can even request information on how much does Union Bank pay if you want to. Learn about salaries, pros and cons of working for Union Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Trulia November 2014 - Present
Navis August 2014 - October 2014
Matson May 2014 - August 2014
Dolby Laboratories May 2013 - April 2014
Union Bank December 2005 - May 2013
volunteer- March 2010 - March 2013
Your Human Resource Office, LLC April 2007 - December 2012
UCOP November 2002 - December 2005
Shorenstein Realty Services March 2000 - August 2001
JACKSON AND TUFFS May 1996 - February 1999
Skills
Workday, Human Resources, Employee Benefits, Employee Relations, Team Building, Recruiting, HRIS, Deferred Compensation, Project Management, Customer Service, Leadership, Policy, Public Speaking, Management, Program Management, PeopleSoft, Onboarding, Microsoft Excel, HR Consulting, Leadership Development, Personnel Management, College Recruiting, Retirement Planning, Budgets, Organizational..., Cross-functional Team..., Interviews, Payment Systems, Time Management, Data Analysis, Talent Management, Project Planning, Vendor Management, Applicant Tracking..., Job Descriptions, Benefits Administration, Workforce Planning, Retirement Plans, Project Execution, FMLA, Performance Management, Training, Corporate Wellness, Coaching, Wellness Coaching
Education
San Francisco State University 1994 — 1999
Bachelor of Arts, Sociology
HouseCall Pro February 2015 - Present
PNC January 2012 - June 2014
Union Bank June 2009 - December 2012
Union Bank January 2008 - June 2009
Union Bank August 2003 - December 2007
Skills
Financial Analysis, Risk Management, Team Management, Business Administration, Client Education, Management, Financial Services, Life Insurance, Series 63, Credit, Loans, Portfolio Management, Commercial Lending, Banking, Leadership, Small Business Lending, Finance, Mortgage Lending, Sales, Retail Banking
Education
San Diego State University-California State University
Bachelors of Arts, Economics
Western Governors University
Master of Business Administration (MBA), Strategy and Management
Union Bank April 2015 - Present
Union Bank June 2013 - September 2014
Union Bank August 2010 - June 2013
Skills
Customer Service, New Business Development, Banking, Microsoft Excel, Loans, Financial Analysis, Financial Services, Cross Selling, Marketing, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Lending, Risk Management, Leadership
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Science in Business Administration, Finance, General
Citi July 2014 - Present
Union Bank June 2012 - June 2014
U.S. Bank 2008 - 2012
Skills
Series 6, Series 63, Licensed Life Insurance..., Small Business Lending, Lines Of Credit, Consumer Lending
Education
Golden Gate University
San Francisco State University
Accounting
Union Bank September 2012 - Present
Union Bank September 2012 - Present
Robert Half International July 2011 - Present
Wells Fargo Bank August 2005 - July 2010
Bank of America 1993 - 2005
First Interstate Bank 1987 - 1993
Skills
Finance, Financial Analysis, Banking, Financial Modeling, Strategic Financial..., Financial Services, Business Analysis, Process Improvement, Talent Acquisition, Risk Management, Recruiting, Financial Reporting, Corporate Finance, Mortgage Lending, Forecasting, Financial Planning, Management, Managerial Finance, Relationship Management, Accounting, Credit, Essbase, Analysis, Applicant Tracking...
Education
University of Phoenix 2012 — 2014
Business Finance
San Francisco State University 1978 — 1986
Bus Admin
Global Resources LTD November 2012 - Present
Bayside Solutions May 2012 - Present
Pro Active Business Solutions April 2011 - Present
The Rahsaan Residents November 2008 - Present
Sutter Health February 2013 - March 2015
Aerotek August 2007 - March 2008
Union Bank January 2001 - June 2006
Skills
pc troubleshoot, software upgrade, system upgrade, System Administration, Computer Hardware, Printers, XP, Software Documentation, Help Desk Support, Laptops, Windows 7, Networking, Technical Support, Software Installation, Microsoft Office 2007, Active Directory, BMC Remedy
Education
The Stride Center 2011 — 2013
A+ Certificate, Computer Technology/Computer Systems Technology
San Jose City College 1999 — 2000
Sprig: Dine on Demand December 2014 - Present
Union Bank August 2014 - December 2014
Gap Inc./Old Navy June 2005 - June 2014
Skills
Social Networking, Customer Service, Merchandising, Fashion, Social Media, Facebook, Retail, Sales, Event Planning, Time Management, Social Media Marketing, Visual Merchandising, Customer Satisfaction, Advertising, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Leadership
Education
San Francisco State University 2006 — 2014
Bachelor of Arts (B.A.), Communication, General
Union Bank October 2007 - Present
Union Bank October 2006 - October 2007
Union Bank November 2003 - October 2006
Skills
Commercial Lending, Banking, Credit Analysis, Real Estate, Loans, Underwriting, Credit, Loan Origination, Portfolio Management, Real Estate Financing, Investments, Event Planning
Education
San Diego State University-California State University 1999 — 2003
Bachelor, Economics
Union Bank September 2012 - Present
Wells Fargo October 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Negotiation, Editing
Education
San Jose State University 1996 — 2000
Bachelor of Arts (BA), Behavioral Science and Sociology
. Information Technology Administrative AssistantSycuan CasinoJune 2009 - Present
City National Bank June 2008 - June 2009
Union Bank October 2000 - October 2006
Skills
Process Improvement, Customer Service, Access, Business Analysis, Project Planning, Project Management, Budgets, Windows, Management, Strategic Planning, Operations Management, Program Management, Team Building, Microsoft Office, Vendor Management, Time Management, Team Leadership, Leadership, Analysis, PowerPoint
Education
University of Phoenix 2010 — 2011
Masters, Business Administration
San Diego State University-California State University 2000 — 2005
Bachelors, Public Administration
Glidewell Dental Lab July 2014 - Present
Glidewell Dental Lab July 2013 - July 2014
Union Bank October 2012 - May 2013
Squat & Gobble May 2010 - December 2010
Skills
Customer Service, Communication Skills, Administrative Work, Problem Solving, Multi Tasking, Self-development, Action Oriented, Time Management, Organization, Positive Team Player, Banking, Screening, CRM, Administrative..., Administrative..., Interviews, Employee Benefits, Human Resources, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Training
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (BA), Communication Studies
Petaluma Valley Athletic Club 2015 - 2015
Independent Contractor December 2012 - October 2014
Union Bank October 2011 - September 2014
Elizabeth Baird Photography 2013 - 2014
Union Bank March 2011 - October 2011
JPMorgan Chase July 2008 - March 2011
America's Luggage Depot 2002 - 2008
Skills
Loans, Banking, Commercial Banking, Credit, Credit Analysis, Sales, Customer Service, Salesforce.com, CRM, Small Business, Compliance, Interviews, Microsoft Office, Office Administration, Typing, Lightroom
Education
San Francisco State University 2004 — 2008
Bachelor's degree, International Business
Università degli Studi di Pavia 2005 — 2006
Santa Rosa Junior College 2001 — 2005
Associate's degree
My Sister's House March 2014 - Present
Union Bank 2007 - June 2013
Union Bank 2001 - 2006
Skills
Small Business Lending, Retail Banking, Loans, Banking, Consumer Lending, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Branch Banking, Cross Selling, Loan Origination, Branch Management, Credit Risk, Portfolio Management, Cash Management, Relationship Management, Series 6, Series 63, Life Insurance
Education
San Francisco State University
Bachelor of Science (BS), Business Administration and Management, General
Pacific Coast Banking School
Banking
LocalTradePros.com April 2015 - Present
Intuit September 2014 - April 2015
Intuit January 2014 - September 2014
Union Bank July 2013 - December 2013
Union Bank July 2012 - June 2013
Union Bank November 2010 - June 2012
Bay Area Properties Realty & Finance, Inc. November 2002 - November 2010
WellCall February 2006 - December 2007
Skills
Loans, Mortgage Lending, Small Business, Banking, Training, Credit, Management, Customer Service, Finance, New Business Development, Commercial Banking, Relationship Management, Small Business Lending, Lines Of Credit, Coaching, Wealth Management, Business Development, Strategic Financial..., Health Promotion, Nonprofits, Risk Management, Commercial Lending, Refinance, Mutual Funds, Consumer Lending, Financial Analysis, Retirement Planning, Cash Management, Loan Origination, Leadership Development, Public Speaking, Marketing Strategy, Investments, Credit Risk, Public Health Education, Youth Development, Building High..., Wellness Coaching, Nutrition Education, Fitness Training, Non-profit Volunteer, Volunteer Management, Organization, Community Outreach, Communication Skills, Customer Satisfaction, Leadership, Paleo Lifestyle, Computer Software, SaaS
Education
San Francisco State University 2001 — 2006
Bachelor of Science (B.S.), Public Health Education
Bank of America January 2015 - Present
General Mortgage Capital Corporation January 2014 - January 2015
Elevate Financial Solutions 2008 - December 2014
Union Bank 2010 - 2011
SysAdym Consulting 2001 - 2010
Optimum Solutions 1999 - 2001
Vantive (merged with PeopleSoft) 1997 - 1999
PwC 1996 - 1997
Bank of America 1993 - 1996
KPMG US 1990 - 1993
Skills
Financial Analysis, Banking, Finance, Financial Modeling, Business Strategy, Valuation, Strategy, Capital Markets, Corporate Finance, Business Analysis, Management Consulting, Business Planning, Due Diligence, CRM, Marketing, Real Estate Financing, Residential Mortgages, Problem Solving, Mortgage Banking, Consulting, Loan Origination, Databases, Refinance, Private Equity, Sarbanes-Oxley, QRM, Microsoft Excel, Oracle, Salesforce.com, Microsoft SQL Server, Business Intelligence, Business Process..., Investment Properties
Education
San Francisco State University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Lowell High School
Union Bank December 2014 - Present
Citi September 2007 - Present
Bank of America January 2004 - August 2007
Skills
Microsoft Office, Customer Service, Research, Outlook, Teaching, Banking, •More than 9 years of..., •Great interpersonal..., •Extensive training in..., Management Consulting, Strategy, Access, Analysis, Risk Management, Loans, Financial Analysis, Mortgage Lending, Retail Banking, Relationship Management, Management, Financial Services, Finance, Credit
Education
San Diego State University-California State University 2006 — 2008
Bachelor of Science (B.Sc.), Finance and Financial Management Services
Southwestern College 2001 — 2005
Associate's degree, Business Administration and Management, General
Bank of America August 2011 - Present
Union Bank February 2008 - August 2011
Walgreens February 2007 - August 2007
Skills
Loans, Management, Customer Service, Sales, Commercial Banking, Leadership
Education
San Jose State University 2005 — 2007
BS, Business Administration, Concentration in Management, Minor in Transportation Logistics
Kazerouni Insurance Group, Auto / Home / Business / Workers Comp / Umbrella / Life / Health January 2006 - Present
Union Bank January 1992 - January 2001
Skills
Insurance, Workers Compensation, Property & Casualty..., Homeowners, Life Insurance, Umbrella Insurance, Commercial Insurance, Employee Benefits, Risk Management, Investment Properties, Small Business, Fixed Annuities, Customer Service, Referrals, Auto Insurance, Selling, Underwriting, Condos, Health Insurance, Condo Insurance, Liability, Investments, Claim, Brokerage, Commercial Real Estate, Long-term Care, Sales, 1031 Exchanges, Agents, Leadership, Asset Protection, Retirement Planning, Analysis, Retirement, Negotiation, Sales Operations, Real Estate
Education
San Diego State University-California State University
Union Bank July 2014 - Present
Union Bank January 2012 - Present
Union Bank February 2011 - January 2012
Union Bank February 2010 - January 2011
Skills
Commercial Banking, Loans, Commercial Lending, Retail Banking, Consumer Lending, Lines Of Credit, Credit, Small Business Lending, Banking, Cross Selling, Treasury Management, Credit Risk, Private Banking, Loan Origination, Mortgage Lending, Deposits, Branch Banking, Mortgage Banking, Commercial Mortgages, Operational Risk, Financial Institutions, Portfolio Management, Refinance, Relationship Management, Wealth Management, Investment Banking
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Arts (B.A.), Economics
First Federal Savings and Loan December 2012 - Present
First Federal Savings and Loan Assoc. December 2011 - December 2012
Union Bank April 2010 - June 2011
Frontier Bank June 2005 - April 2010
Bank of Salem June 2005 - December 2007
Skills
Project Management, Strategic Planning, Business Strategy, Loans, Credit, Underwriting, Real Estate, Market Analysis, New Business Development, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Marketing, Commercial Banking, Credit Analysis, Loan Origination, Finance
Education
University of Oregon 1980 — 1984
BA Political Science
San Francisco State University
BofI Federal Bank October 2014 - Present
BofI Federal Bank January 2014 - October 2014
BofI Federal Bank July 2013 - January 2014
Ashford University April 2013 - July 2013
Union Bank July 2006 - October 2012
Eurogentec December 2005 - June 2006
Skills
Management, Customer Service, Leadership, Finance, Microsoft Excel, Retail Banking, Customer Service..., Operations Management, Sales Operations, Administrative..., Microsoft Office, Microsoft Word, Outlook, Marketing
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (B.S.), Business Finance
Scripps Ranch High School 2001 — 2005
High School Diploma, General Education
Federal Reserve Bank of San Francisco November 2013 - Present
Federal Reserve Bank of San Francisco June 2006 - October 2013
Camille Hudson Ministries 2007 - 2011
Union Bank September 1999 - December 2004
Skills
Project Management, Leadership Development, Operations Management, Coaching/Mentoring, Banking, Compliance, Leadership, Training, Negotiation, Auditing, Risk Management, Credit, Budgets, Management, Vendor Management, Customer Service, Finance, Fundraising, Team Management, Credit Risk
Education
Abraham Lincoln High School
San Francisco State University
Business Administration
Union Bank October 2013 - June 2014
Resource Development Associates December 2011 - September 2013
Koff & Associates December 2010 - May 2011
County of Santa Clara June 2009 - September 2009
Microsoft February 2009 - August 2009
San Jose State University November 2008 - June 2009
AYANTRA October 2008 - December 2008
University of California June 2007 - October 2007
University of California January 2007 - June 2007
Skills
SPSS, Minitab, Qualtrics, Photoshop, Photo Editing, Illustrator, InDesign, Microsoft Office, Filemaker Pro, Excel, Word, PowerPoint, Outlook, Survey Development, Survey Monkey, Employee Surveys, Newsletters, Microsoft Word, Microsoft Excel, SurveyMonkey, FileMaker, Exit Surveys, Research, Interviews, Leadership, Data Analysis, Organizational..., Program Evaluation, Public Speaking, Community Outreach, Program Management, Statistics, Analysis, Training, Survey Design, Recruiting, Human Resources, Qualitative Research, Image Editing
Education
University of California, Berkeley 2000 — 2004
B.A., Political Science
San Jose State University 2008 — 2010
M.S., Industrial - Organizational Psychology
eShares, Inc. October 2014 - Present
Quantcast April 2013 - September 2014
Solium May 2012 - April 2013
SVB Financial Group March 2011 - May 2012
Union Bank June 2010 - March 2011
Bank of America August 2003 - June 2010
Skills
Business Development, Salesforce.com, Sales, CRM, Start-ups, SaaS, Private Equity, Strategic Partnerships, Equities, Loans, Lead Generation, Credit Analysis, Finance, Mortgage Lending, Management, Cold Calling, Customer Service, Financial Analysis, Financial Services, Online Advertising
Education
San Jose State University 2003 — 2008
Bachelors of Science, Finance
Stanislaus County April 2015 - Present
BBVA Compass March 2012 - Present
Union Bank March 2011 - December 2012
Wells Fargo February 2006 - March 2011
Mervyn's July 2009 - October 2009
Heritage Plaza Mortgage January 2005 - January 2006
Countrywide Home Loans August 2004 - December 2004
Bank of Stockton September 2000 - August 2004
Skills
Banking, Management, Credit, Loans, Microsoft Office, Risk Management, Sales, Leadership, Finance, Customer Service, Retail Banking, Mortgage Lending, Financial Services, Credit Risk
Education
San Joaquin Delta College
Business Law
First Bank April 2006 - Present
Union Bank June 2000 - April 2006
Skills
Banking, Commercial Banking, Commercial Lending, Customer Service, Leadership, Loans, Management, Sales, Small Business Lending
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Dealstruck September 2014 - Present
Southwestern Community College District January 2013 - Present
ACCION San Diego March 2008 - September 2014
SDSU Graduate Student Association May 2009 - May 2010
Union Bank January 2006 - March 2008
Skills
Underwriting, Community Development, Spanish, Loans, Community Outreach, Small Business, Non-profits, Strategic Planning, Financial Analysis, Business Planning, Customer Relations, Risk Management, Microsoft Office, Start-ups, Economic Development, Budgeting, Excel, Negotiation, Customer Service, Public Speaking, Event Planning, English, Credit, Banking, Compliance, New Business Development, Coaching, Microfinance, Portfolio Management, Nonprofits, Analysis, Research, Fundraising, Government, Management, Program Management, Public Policy, Leadership, Finance
Education
San Diego State University-California State University 2009 — 2010
MPA, Masters of Public Administration
San Diego State University-California State University 2006 — 2008
Urban Studies, Public Administration
Moss Adams LLP August 2015 - Present
Independent Contractor May 2008 - Present
O'Rourke & Associates June 2014 - 2015
Union Bank August 2010 - April 2014
M Squared Inc. October 2005 - March 2008
Pitney Bowes, Inc. October 2004 - October 2005
KPMG LLP 2001 - 2004
KPMG LLP 1999 - 2001
Mervyn's/Target 1988 - 1999
Skills
Executive Search, Workforce Planning, Strategic Sourcing, Personal Branding, Social Networking, Full-cycle Recruiting, Direct Recruiting, Social Networking Sites, Humor, Connecting People, SDLC, Recruiting, Personnel Management, Temporary Placement, Management, Social Media, Leadership, Talent Acquisition, Start-ups, Strategy, Executive Management, Human Resources, Strategic Planning, Employee Relations, Cold Calling, Negotiation, Applicant Tracking..., Taleo, Business Development, Banking, Vendor Management, Sourcing, Hiring, Succession Planning, Coaching, Training, Interviews, rock paper scissors, air guitar, cartoon tag (you're it), College Recruiting, Onboarding, Technical Recruiting, Internet Recruiting, Employer Branding, Benefits Negotiation, Performance Management, Networking, Project Delivery, Employee Engagement
Education
San Francisco State University
Union Bank July 2009 - Present
Skills
Consumer Lending, Small Business Lending, Commercial Banking, Credit, Banking, Branch Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Branch Management, Loan Origination, Cross Selling, Lines Of Credit
Education
San Diego State University-California State University 2000 — 2003
Economics
Union Bank January 1987 - Present
Skills
Loans
Education
San Francisco State University
MBA, Finance
School name:
Prudential Insurance Company of America April 2014 - Present
Prudential Insurance Company of America August 2011 - April 2014
Gensler Group October 2010 - June 2011
Capital Growth, Inc August 2006 - September 2010
Oakwood Capital Management, LLC December 1999 - December 2001
Union Bank January 1995 - January 1999
Wells Fargo October 1991 - January 1995
Skills
Series 7, Series 66, Series 24, Series 51
Education
San Diego State University-California State University 2002 — 2005
B.A., Anthropology
California Bank & Trust January 1999 - Present
Union Bank March 1993 - December 1998
The Private Bank of California May 1990 - June 1993
Skills
Small Business Lending, Financial Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Business Development, Banking, Cash Management, Loans, Credit
Education
San Jose State University 1964 — 1967
Accounting and Business/Management
Union Bank Vice PresidentU.S. BankApril 2000 - June 2011
Skills
Asset Based Lending, Sales Management, Recruiting, Commercial Banking, Loan Origination, Refinance, Credit Analysis, Financial Risk, Bank Secrecy Act, Consumer Lending, Commercial Lending, Loans, Small Business Lending
Education
San Jose State University
HSBC Retail Banking and Wealth Management April 2012 - Present
Union Bank February 2009 - April 2012
Bank of America February 2003 - January 2009
Charles Schwab June 2000 - February 2003
Skills
Foreign National..., Super Jumbo Mortgages, Real Estate, Mortgage Lending, Negotiation, Underwriting, Sales Management, Banking, Expatriate Mortgages, Global Mobility, Account Management, Investors, Real Estate Transactions, Investments, Property, Short Sales, Sales, First Time Home Buyers, Sellers, Referrals, Investment Properties, Marketing, Loans, Credit, Finance, Selling, New Business Development, Portfolio Management, Management, Training, Business Planning, Strategy, Financial Services, Residential Mortgages, Real Estate Financing, Residential Homes, Mortgage Banking, Loan Origination, Commercial Real Estate, Asset Management, Relationship Management
Education
Santa Clara University - Leavey School of Business 2015 — 2016
Certificate of Advanced Accounting Proficiency, Accounting and Finance
San Francisco State University 1996 — 2000
BS, Human Physiology & Chemistry
Mission Federal Credit Union July 2014 - Present
Comerica Bank June 2012 - Present
Union Bank April 2010 - December 2011
TAMALPAIS BANK (Acquired by Union Bank 2010) September 2008 - April 2010
Vineyard Bank January 2006 - August 2008
Tamalpais Bank July 2002 - December 2005
BAY VIEW BANK January 2000 - January 2002
Bank of America January 1998 - January 2000
Skills
Commercial Banking, Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Retail Banking, Cash Management, Strategic Planning, Sales Management
Education
San Francisco State University 1998 — 2002
Bachelor of Arts, Organizational Communication
Santa Rosa Junior College 1993 — 1997
Associate of Arts (A.A.)
Bank of America April 2015 - Present
Union Bank February 2011 - April 2015
First Bank August 2003 - October 2010
Skills
Commercial Banking, Banking, Treasury Management, Financial Reporting, Portfolio Management, Risk Management, Trade Finance
Education
San Diego State University-California State University
Bachelor's degree
Rabobank February 2014 - Present
Coyne For Congress January 2013 - June 2014
Union Bank February 2012 - February 2014
Bank of America February 2009 - February 2012
Indymac Bank May 2006 - September 2008
World Savings Bank January 2004 - May 2006
Albertsons January 1985 - May 2005
UC Santa Barbara September 1989 - June 1991
San Diego State University September 1987 - December 1988
Skills
Loans, Banking, Credit, Mortgage Lending, Risk Management, Credit Analysis, Customer Service, Leadership, Retail Banking, Consumer Lending, Loan Origination, Commercial Banking, Small Business Lending, Commercial Lending, Mortgage Banking, Relationship Management, Management, Underwriting, Finance, Refinance, FHA, Residential Mortgages, Financial Services, Portfolio Management, Executive Management, Cash Management, Financial Analysis, Branch Management, Lines Of Credit, VA loans, Financial Risk, Investments, Credit Risk, Public Speaking, Sales, Social Media
Education
U.C. Santa Barbara 1989 — 1994
PhD (ABD), Political Science and Government, 3.8
San Diego State University-California State University 1987 — 1988
Master of Arts (M.A.), Political Science and Government
U.C. Santa Barbara 1986 — 1987
Bachelor of Arts (B.A.), Political Science and Government
U.S. Military Academy (West Point) 1981 — 1984
n/a, Russian Language and Literature
Dos Pueblos High School 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Union Bank January 1976 - June 2014
Skills
E-Learning, Needs Analysis, Talent Management, Blended Learning, SCORM, Learning Management..., Management, Testing, Instructional Design, Workshop Facilitation, Centra, Program Management, Leadership Development, Performance Improvement, Banking, Training Delivery, Training, Consulting, Instructor-led Training, Performance Management, Software Documentation, Business Process..., SDLC, Performance Consulting, ADDIE, Vendor Management, Process Improvement, Change Management, Talent Acquisition, Project Management, Technical Writing, Business Analysis, Risk Management, Coaching
Education
San Diego State University-California State University 1975 — 1977
Psychology; Music
Ventura College 1973 — 1975
Associate of Arts (AA), General Studies
Blue Shield of California December 2013 - Present
The Training Associates July 2013 - October 2013
The Training Associates / Morgan Stanley Financial IT Project January 2012 - July 2013
Union Bank May 2009 - December 2011
Bank of America June 2003 - May 2009
Owner Partner January 2000 - June 2003
Bank of America May 1998 - January 2000
Bank of America January 1997 - May 1999
Bank of America January 1989 - January 1997
Skills
Financial Analysis, Credit, Private Banking, Asset Management, Wealth Management, Business and Software..., Asset Managment, Project Management, Investments, Program Management, Leadership, Training, Strategic Planning, Change Management, Portfolio Management, Management, Finance, Banking, Business Planning, Financial Services, Analysis, CRM, Process Improvement, Insurance, Coaching, Performance Management, Employee Training, Risk Management, Human Resources
Education
San Jose State University 1983 — 1988
Bachelor of Science, Business Administration
Professional Licenses
California State Licenses, Financial
Pixar Animation Studios June 2010 - Present
Spintronix Entertainment September 2002 - Present
Union Bank November 2009 - June 2010
Apple Retail October 2009 - June 2010
First National Bank of Northern California December 2003 - September 2009
Fox Sports Net September 2006 - December 2006
Wells Fargo May 2001 - November 2003
Skills
Talent Acquisition, Recruiting, Taleo, Microsoft Office, PeopleSoft, Photoshop, Onboarding, Human Resources, College Recruiting, OS X, Training, Adobe Creative Suite, iWork, Applicant Tracking..., Management, Social Networking, FileMaker, Creativity, Leadership, SuccessFactors, Mac OS X, Customer Service, Teamwork, Apple Software, Zoho, Meeting Maker, Workday, Mac, Time Management, Virtual Edge, Temporary Placement, Employee Training, Marketing, HRIS, HR Software, HR Project Management
Education
San Francisco State University, College of Business 2007 — 2008
MBA, Management
San Francisco State University 2000 — 2005
BS, Management
Union Bank July 2012 - Present
Houlihan Lokey April 2010 - November 2011
Seven Hills April 2002 - November 2008
Furman Selz LLC/ING Barings/ABN AMRO 1995 - 2001
Donaldson Lufkin & Jenrette 1993 - 1995
Donaldson Lufkin & Jenrette 1990 - 1993
Skills
Outlook, SalesLogix, MS Office Suite
Education
San Francisco State University 1995 — 1999
BA, English Literature
Union Bank February 2015 - Present
Rabobank January 2008 - January 2015
The Aspen Institute January 2003 - December 2008
SVB Financial Group 2004 - 2007
Federal Reserve Bank of San Francisco 1993 - 2002
Dow Jones / Telerate 1992 - 1993
Continental Savings of America 1990 - 1992
Skills
Economic Development, Investments, Finance, Policy, Capital Markets, Leadership, Credit, Strategy, New Business Development, Banking, Community Development, Community Reinvestment..., Nonprofits, Fundraising, Loans, Affordable Housing, Economics, Real Estate Economics, Financial Services, Financial Risk, Executive Management, Risk Management, Fixed Income, Social Finance, Strategic Public..., Community Outreach, Corporate Social..., Strategic Corporate...
Education
Santa Clara University 1985 — 1989
Bachelor of Science, Economics
San Jose State University 1991 — 1992
Master of Arts, Economics
Union Bank January 2015 - Present
Freelance July 2012 - Present
BlackRock February 2010 - June 2012
Freelance April 2009 - February 2010
Charles Schwab April 2008 - April 2009
TransPerfect Translations 2003 - 2008
RWS Group 2002 - 2003
TIBCO Software 2001 - 2001
Shop the Planet, Inc. 1999 - 2000
Skills
InDesign, Proofreading, RoboHelp, FileMaker, Adobe Acrobat, Editing, PowerPoint, QuarkXPress, FrameMaker
Education
Webster Institute of Technical Writing 1999 — 2001
Certificate, Technical Writing
San Francisco State University
BA
MassMutual San Diego January 2013 - October 2015
Union Bank June 2002 - July 2011
Skills
Financial Services, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Health Insurance, Management, Leadership, Financial Analysis, Wealth Management, Banking, Consumer Lending, Loans
Education
San Diego State University-California State University 2003 — 2008
Bachelor’s Degree, Business Management
legalshield July 2010 - Present
Armenta Business Solutions January 1990 - Present
Union Bank 2001 - 2010
Skills
Bookkeeping, Accounts Payable, Payroll, Microsoft Office, Customer Service, Customer Relations, Small Business, Hiring, Public Speaking, Account Management, Business Development, Real Estate, Marketing Strategy, Sales, Entrepreneurship, Team Building, Leadership, Coaching, Business Planning, Negotiation, Management, Social Networking, Marketing, Retail, Training
Education
San Jose City College 1992 — 1994
Marketing, Business
San Jose State University 1988 — 1991
Art, Art
CTBC Bank May 2014 - Present
US Bank February 2007 - May 2014
Union Bank October 2004 - February 2007
Wells Fargo Bank July 2002 - October 2004
Wells Fargo Bank March 2000 - July 2002
Wells Fargo Bank September 1996 - March 2000
Skills
Banking, Branch Management, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Leadership, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Retail Banking, Small Business Lending, Team Building
Education
San Jose State University 1998 — 2003
.
Union Bank November 2010 - Present
susanireland.com January 2010 - June 2011
Lawrence Berkeley National Laboratory April 2010 - June 2010
Ananda Fuara November 1999 - November 2009
Bechtel Mining & Metals 1994 - 1998
Bechtel Enterprises 1992 - 1994
Skills
Data Entry, Transcription, Proofreading, iWork, Teaching, Editing, PowerPoint, Microsoft Excel, Spanish, Microsoft Office, Microsoft Word, Copy Editing, Vendor Management, Project Management, Research, Analysis, Customer Service, Social Media, Social Networking
Education
San Francisco State University
B.A., Music/Spanish Magna cum Laude
Morgan Stanley Private Bank NA August 2014 - Present
Citigold Wealth Management, Citibank NA September 2011 - August 2014
Union Bank April 2011 - September 2011
Bank of America May 2009 - April 2011
Bank of America Global Wealth & Investment Management June 2004 - April 2009
Skills
Banking, Credit, Investments, Portfolio Management, Financial Services, Business Development, Finance, Cash Management, CRM, Leadership, Strategy, Cross Selling, Series 63, Retail Banking, Loans, Consumer Lending, Commercial Banking, Relationship Management, Wealth Management
Education
San Francisco State University
Finance
Union Bank November 2012 - Present
United American Bank August 2010 - September 2012
First Republic Bank 1999 - 2009
Redwood Empire Bancorp 1995 - 1999
Office of Thrift Supervision (OTS) 1988 - 1995
Skills
Financial Risk, Auditing, Program Management, Training, Credit, Loans, Banking Law, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Portfolio Management, Bank Secrecy Act, AML, Risk Management, Internal Controls, Anti Money Laundering, Financial Services
Education
Association of Certified Anti-Money Laundering Specialists 2015 — 2015
Certified Anti-Money Laundering Specialist (CAMS)
San Francisco State University
BS, Accounting
Ibadan South West Local Government November 2012 - October 2013
SuccessFactors April 2012 - September 2012
Berkeley Research Group LLC January 2012 - February 2012
Union Bank January 2012 - January 2012
Genentech December 2011 - December 2011
BUILD September 2011 - October 2011
San Francisco State University January 2009 - May 2011
Skills
Account Reconciliation, General Ledger..., Cash Receipts, Data Entry, Inventory Management, Reconciliation, Accounting, Invoicing, Microsoft Word, Microsoft Excel, Filing, Customer Service, Salesforce.com, Communication
Education
San Francisco State University 2009 — 2011
BSC, Finance
Laney College 2006 — 2009
Associate Degree, Business Administration
DS Solutions September 2013 - August 2014
DS Solutions July 2013 - September 2013
Union Bank June 2008 - July 2013
Union Bank 2013 - 2013
Union Bank of California September 2005 - June 2008
Union Bank of California April 1998 - September 2005
Union Bank of California April 1990 - April 1998
Imperial Savings and Loan 1981 - 1990
Skills
Banking, E-commerce, Project Delivery, Risk Management, Treasury Management, Software Development, Retail Banking, Vendor Management, Strategy, Executive Management, SDLC, Data Center, Enterprise Software, Process Improvement, Management, Enterprise Architecture, Program Management, Change Management, Disaster Recovery, Governance, Integration, Leadership, Information Technology, IT Management, Project Management, IT Operations, ITIL, Agile Methodologies, SOA, Risk Assessment, Technology Management, Mergers & Acquisitions, PMO, Project Portfolio..., Business Analysis, IT Strategy
Education
San Diego State University
BS, Business Administration, Computer Information Systems
Visa February 2012 - Present
Wells Fargo Bank 2006 - 2011
Wells Capital Management 2000 - 2006
HighMark Capital Management 1998 - 2000
Union Bank 1996 - 1998
Skills
Management, Risk Management, Financial Services, Leadership, Portfolio Management, Program Management, Banking, Project Management, Internal Audit, Process Improvement
Education
San Jose State University
B.S., Business Administration
Chex N Balances LLC January 2013 - Present
Self Employed January 2009 - Present
First Republic Bank November 2011 - January 2015
Jackson Hewitt Tax Service Inc. October 2013 - November 2013
Union Bank October 2007 - November 2011
Northern California Innocence Project October 2009 - December 2009
U.S. Department of the Treasury - Comptroller of the Currency June 2003 - October 2007
Teen Leadership Challenge Program January 2001 - June 2001
Census Bureau January 2000 - July 2000
Skills
Certified Fraud Examiner, USA PATRIOT Act, Bank Secrecy Act, Credit Analysis, Certified Anti-Money..., KYC, Operational Risk, Banking, AML, Fraud, OFAC, Internal Audit, Anti Money Laundering, Credit, Finance, Financial Analysis, Financial Risk, Management, Private Investigations
Education
San Jose State University 2014 — 2016
Master of Science in Taxation
San Jose State University 2002 — 2003
B.S, Business Administration; Finance Cum Laude
Santa Clara University School of Law
Bank of Marin February 2014 - Present
Bank of Marin November 2008 - February 2014
Union Bank May 1985 - October 2008
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Consumer Lending, Cash Management, Financial Analysis, Real Estate, Private Banking, Credit Analysis, Commercial Mortgages, Underwriting, Retail Banking
Education
San Francisco State University, College of Business 1981 — 1984
BS, International Finance
Sempra Energy June 2012 - Present
Sempra Energy June 2011 - June 2012
Sempra Energy June 2010 - September 2010
Union Bank June 2008 - September 2009
Northwestern Mutual April 2007 - June 2008
United States Marine Corps September 2001 - September 2006
Skills
Financial Analysis, Analysis, Leadership, Microsoft Excel, Financial Modeling, Strategic Planning, Customer Service, Training, Public Speaking, Project Management
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (M.B.A.)
San Diego State University-California State University 2007 — 2010
BS, Finance
Union Bank February 2012 - September 2015
Union Bank February 2008 - February 2012
Union Bank February 2007 - January 2008
Target September 2005 - January 2007
Education
San Diego State University-California State University 2014 — 2016
Certification, Human Resources Management
San Diego State University-California State University 2003 — 2005
Bachelor of Arts (B.A.), Economics
McGladrey April 2013 - Present
LSL CPAs LLP August 2008 - March 2013
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - April 2008
Union Bank October 2006 - September 2007
Skills
GAAP, Internal Controls, Financial Reporting, Tax Preparation, Financial Accounting, General Ledger, Tax, Revenue Recognition, Account Reconciliation, Corporate Tax, Tax Returns, Fixed Assets, Financial Analysis, Internal Audit, Cash Flow, Assurance, Bookkeeping, Financial Statements, US GAAP
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Accounting
Union Bank October 2012 - Present
Education
San Diego State University-California State University 2009 — 2016
Geography, Natural Resources Management and Policy, Senior
St. Augustine High School 2005 — 2009
High School Diploma
Illumina March 2013 - Present
Lam Research January 2011 - March 2013
Union Bank September 2002 - August 2007
Education
San Jose State University 2002 — 2009
Electrical Engineering, Engineering
Union Bank October 2012 - Present
Wachovia, A Wells Fargo Company April 2010 - September 2012
Wells Fargo Bank August 2007 - April 2010
Wells Fargo August 2005 - August 2007
Skills
Microsoft Office: Word,..., PowerPoint, Customer Service, Outlook, Financial Analysis, Customer Satisfaction, Training, Sales, Microsoft Excel, Account Management, Team Building, Team Leadership, Operations Management, Credit, Business Development, New Business Development, Project Planning, Banking, Software Documentation, Cross Selling, Public Speaking, Loans, Sales Management, Financial Services
Education
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
Southwestern College
Associate's degree, Business Administration and Management, General
Union Bank June 2015 - Present
San Joaquin Delta College July 2007 - Present
Union Bank May 2013 - May 2015
Union Bank August 2009 - May 2013
Union Bank August 2009 - May 2011
Skills
Retail Banking, Banking, Relationship Management, Risk Management, Regulatory Compliance, Operations Management, Onboarding, Employee Training, Talent Developer, Customer Service, Management, Finance
Education
San Joaquin Delta College 2005 — 2007
Associate's Degree, Associates of Arts and Sciences
Union Bank July 2013 - Present
Sacramento Hispanic Chamber of Commerce 2010 - Present
Wells Fargo Bank July 2006 - July 2013
US Small Business Administration October 2005 - July 2006
Skills
SBA, Commercial Lending, Employee Benefits, Small Business Lending, Cash Flow, Cash Management, Payroll, Finance, Loans, Mortgage Lending, Commercial Banking, Lines Of Credit, Commercial Mortgages, Small Business, Treasury Management, Refinance, Mortgage Banking, Financial Services, Relationship Management, Retail Banking, Banking Relationships, Credit Analysis, Consumer Lending, Credit, Loan Origination, Banking, Merchant Services
Education
San Jose State University 1993 — 1996
Political Science
First Republic Bank August 2015 - Present
MPM Advisory Services, LLC January 2008 - Present
Union Bank July 2011 - December 2014
KPMG, LLP July 2002 - December 2007
KPMG, LLP October 2000 - June 2002
KPMG, LLP October 1999 - September 2000
Bank of America June 1998 - September 1999
Bank of America June 1996 - June 1998
Bank of America June 1994 - June 1996
Bank of America January 1993 - May 1994
Skills
Project Management, Marketing Strategy, Entrepreneurship, Business Strategy, Management Consulting, Online Marketing, Online Advertising, Online Reputation..., SEO, Mobile Marketing
Education
University of Phoenix 1991 — 1994
Masters
San Francisco State University
Bachelors of Arts
Archbishop Riordan High School
Tapjoy October 2014 - Present
Tapjoy January 2014 - September 2014
Tapjoy October 2011 - December 2013
Union Bank April 2011 - October 2011
Skills
Customer Service, Research, Mobile Devices, Advertising, Sales, Social Networking, Online Marketing, Social Media Marketing, Salesforce.com
Education
San Francisco State University
Bachelor of Arts (B.A.), International Relations
Union Bank February 2011 - Present
SafeAmerica Credit Union October 2006 - February 2011
Skills
Banking, Leadership, Coaching, Motivational Speaking, Team Building, Team Leadership, Sales, Employee Training, Volunteering, Retail Banking, Cross Selling, Customer Service, Risk Management
Education
San Francisco State University
Clean Fun Promotional Marketing October 2012 - Present
Union Bank July 2010 - October 2012
Student – San Francisco State University August 2006 - May 2010
GolinHarris February 2009 - May 2009
Abercrombie and Fitch June 2005 - December 2007
Susan G. Komen Breast Cancer Foundation June 2004 - September 2005
Skills
Customer Service, Marketing, Management, Sales, Microsoft Excel, Research, Creative Direction, Microsoft Office, PowerPoint, Leadership, Social Media, Team Leadership, Time Management, Social Networking
Education
San Francisco State University 2006 — 2010
Bachelor of Science Degree, Business Administration; Marketing
Mission Viejo High School 2004 — 2006
High School Graduate, General Studies
Union Bank May 2012 - Present
Bank of America July 2007 - June 2012
Countrywide June 2002 - September 2007
Countrywide January 1999 - June 2002
Skills
SDLC, Risk Management, Vendor Management, Team Leadership, Business Analysis, Banking, Analysis, Hiring, Loans, Microsoft Word, Quality Assurance, Technical Writing
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS), Public Administration
F&M Bank January 2014 - Present
First Republic Bank April 2012 - April 2013
Bank of the West February 2008 - June 2012
KeyBank July 2003 - February 2008
Union Bank 1998 - 2003
Skills
Contract Negotiation, Appraisals, Construction Loans, Portfolio Management, Loans, Underwriting, Investment Properties, Asset Management, Banking, Credit, Real Estate Economics, Due Diligence, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Commercial Mortgages, Financial Risk, Credit Analysis, Business Development, Loan Origination, Mortgage Lending, Relationship Management, Investments, Analysis, Real Estate Financing, Cash Flow, Credit Risk, Financial Analysis, Mortgage Banking, Leases, Lines Of Credit, Investors, Strategic Financial..., Risk Management, Capital Markets, Syndications, Private Banking, Foreclosures, Disposition, Residential Homes, Real Estate Development, Commercial Banking, Small Business Lending, Commercial Lending, Financial Structuring, Finance
Education
University of Maryland Baltimore 2010 — 2011
Select Courses
San Francisco State University
Bachelor of Business Administration (BBA)
EmblemHealth August 2013 - June 2014
TIAA-CREF November 2010 - July 2013
Union Bank April 2006 - November 2010
Lion Capital Management Group February 2004 - August 2005
JP Morgan Chase Manhattan Mortgage June 2003 - January 2004
Skills
Financial Services, Risk Management, Recruiting, Onboarding, Banking, Employee Relations, Interviews, Customer Service, Marketing, Team Building, Asset Management, Training, Deferred Compensation, Leadership, Vendor Management, Business Development, Human Resources, CRM, Management, Strategy, Talent Management, Hiring, Benefits Administration, Mergers & Acquisitions, Negotiation, Applicant Tracking..., Relationship Management, Employee Benefits, College Recruiting, Talent Acquisition, Sourcing, Performance Management, Internet Recruiting, Temporary Placement, Technical Recruiting, Taleo, Benefits Negotiation, Succession Planning, Workforce Planning, Employee Engagement, Personnel Management, Contract Recruitment, Executive Search, HRIS
Education
San Francisco State University 2002 — 2004
Masters, Public Administration
Union Bank 2006 - Present
Bank of Tokyo-Mitsubishi UFJ October 2013 - November 2013
DVD Station 2003 - 2006
Pinpoint Golf Marketing 1999 - 2003
ING Baring Furman Selz 1997 - 1999
Volpe Brown Whelan & Co. 1990 - 1997
Skills
Integrated Marketing, Direct Marketing, Advertising, Marketing, Product Marketing, Brand Management, Marketing Management, Program Management, Strategy, Marketing Strategy, Management, Email Marketing, Online Marketing, Marketing Communications, Segmentation, Competitive Analysis, Budgets, Event Planning, Start-ups, Retail, Digital Marketing, Analytics, Strategic Planning, B2B Marketing, Strategic Partnerships, Integrated Brand..., Multicultural Marketing, Sponsorship, Social Media Marketing, Customer Insight, B2C marketing, Marketing Budget..., Banking, Investment Banking, Consumer Products, Retail Banking, Regulated Industry
Education
San Francisco State University
BS, Business Administration with a concentration in Marketing
Union Bank January 2012 - Present
Jones Lang LaSalle June 2011 - December 2011
Jones Lang LaSalle 2008 - December 2011
Melco PBL (Crown Macau) Limited 2007 - 2008
The Venetian Macao-Resort-Hotel 2004 - 2007
FMV Opinions, Inc. 2000 - 2004
Skills
Financial Modeling, Analysis, Financial Analysis, Budgets, Financial Reporting, Variance Analysis, Corporate Finance, Accounting, Managerial Finance, Finance, Forecasting, Mergers, Strategy, Due Diligence, Budgeting, Portfolio Management
Education
San Francisco State University, College of Business 1997 — 2000
Bachelor of Science
JLL March 2015 - Present
Union Bank August 2007 - January 2012
Provident Credit Union January 2001 - May 2007
Joseph Enterprises 1996 - 1998
Joseph Pedott Advertising 1996 - 1998
Skills
Credit, Loans, Financial Analysis, Banking, Portfolio Management, Risk Management, Retail Banking, Mortgage Lending, Finance, Real Estate, Customer Service, Strategic Planning, Microsoft Excel, Project Management, Financial Modeling, Analysis, Process Improvement, Management
Education
San Francisco State University 1997 — 2002
BS, Business Administration
Union Bank March 2011 - Present
Union Bank of California April 2007 - August 2011
RFP Express August 2006 - November 2006
Fidelity Information Services June 1990 - July 2006
Skills
Test Automation, Quality Assurance, Integration, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Visio
Education
San Diego State University-California State University 1983 — 1987
Bachelors of Science, Business Administration with an emphasis in MIS
University of San Diego 1980 — 1981
Dual major - Biology & Chemistry (Pre-med)
MUFG Americas August 2012 - Present
Union Bank May 2011 - August 2012
Union Bank December 2001 - May 2011
NextCard August 2000 - November 2001
Netpulse February 2000 - August 2000
Union Bank July 1995 - February 2000
Union Bank December 1993 - July 1995
Skills
Business Objects, Banking, Risk Management, Business Analysis, Credit, Credit Risk, Business Intelligence, Business Requirements, SQL, Change Management, ETL, User Acceptance Testing, Regression Testing, Test Planning, Data Analysis, Data Warehousing, Systems Analysis, Crystal Reports, Analysis, Integration, Visio
Education
San Francisco State University
BS, Business Information Computer Systems
TRC Companies, Inc. June 2014 - Present
Sony Electronics June 2011 - April 2014
Sony Electronics July 2009 - June 2011
Gen Probe May 2008 - September 2008
Union Bank January 2008 - April 2008
Pacific Gas Turbine Center July 2007 - November 2007
Genitope June 2006 - June 2007
Skills
Technical Writing, Biotechnology, Technical Documentation, FDA, FrameMaker, Software Documentation, Lifesciences, Online Help, Validation, Sop, GMP, Molecular Biology, Manuals, Medical Devices, 21 CFR Part 11, Change Control, Pharmaceutical Industry, Sony Vegas Video, Adobe Captivate, Adobe Creative Suite, Project Management
Education
San Francisco State University 2005 — 2007
Bachelor of Arts (BA), Technical and Professional Writing
Palma High School
Housing Capital Company, a division of US Bank August 1994 - Present
Union Bank 1985 - 1994
Skills
Strategic Planning, Banking
Education
San Jose State University
Master of Business Administration (MBA)
Santa Clara University
BS, Finance, Marketing
Chevron March 2015 - Present
Visa July 2014 - March 2015
Chevron February 2005 - July 2014
Union Bank May 2011 - June 2012
M Squared Consulting 2011 - 2012
Chevron February 2006 - May 2011
Process Analyst May 2007 - August 2007
Skills
Natural Gas, Upstream, Commodity Markets, Gas, Variance Analysis, Energy, Refining, SAP, Oil/Gas, Financial Analysis, Project Accounting, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Business Process..., Supply Chain Management, Ariba, Microsoft Excel, Strategic Sourcing, Integration, Procurement, Visio, Contract Management, Project Management
Education
San Francisco State University 1989 — 1992
Master's degree, English Language and Literature
San Francisco State University
Bachelor's degree, Commercial Art
Union Bank July 2001 - Present
Education
San Diego State University-California State University 1999 — 2003
MUFG January 2007 - Present
Greater Bay Bancorp 2004 - 2007
Union Bank January 2001 - March 2004
Bank of America June 1977 - January 2001
Skills
Banking, Retail Banking, Financial Services, Risk Management, AML, Mergers & Acquisitions, Management, Team Building, Bank Secrecy Act, OFAC
Education
San Francisco State University 1977 — 1984
BS, Finance, General
Retired Operational Risk ConsultantRobert Half InternationalJuly 2013 - September 2014
Union Bank January 2007 - August 2010
Union Bank February 1997 - January 2007
Union Bank February 1994 - February 1996
Skills
Banking, Commercial Banking, Treasury Management, Sales Management, Cash Management, Risk Management
Education
San Francisco State University
Bachelor of Arts, Industrial Arts, Business
University of Chicago Graduate School of Business
Union Bank November 2010 - Present
Citizens Business Bank May 2008 - November 2010
CalNational Bank 2005 - 2008
US Bank 2003 - 2005
Wells Fargo 1990 - 2003
Education
San Diego State University-California State University 1985 — 1989
Wealth Management Bank August 2014 - Present
Union Bank February 2010 - August 2014
East West Bank June 2007 - January 2010
Bank of America March 1998 - June 2007
Skills
AML, Bank Secrecy Act, Operational Risk
Education
San Francisco State University, College of Business 1997 — 2002
B. S., Business Management
Union Bank 2002 - Present
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Loans, Financial Services, Business Development, Private Banking, Credit Analysis, Wealth Management..., Consumer Lending, Small Business Lending, Portfolio Management, Relationship Management, Lines Of Credit
Education
San Francisco State University, College of Business
Union Bank September 2010 - Present
Wachovia Corporation August 2007 - September 2010
Skills
Credit, Loans, Banking, Commercial Lending, Mortgage Lending, Commercial Banking, Retail Banking, Consumer Lending, Credit Analysis, Customer Service, Project Management, Small Business Lending, Mortgage Banking, Branch Banking, Branch Management, Financial Analysis, Deposits
Education
San Jose State University 2002 — 2004
Sequoia Consulting Group - www.Sequoia.com December 2013 - Present
ADP January 2011 - December 2012
Union Bank 2004 - 2010
CNA Trust 2001 - 2004
Trust Consultants 1987 - 2000
Education
San Francisco State University 1979 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Highmark Capital Management May 2006 - Present
United States Marine Corps October 2001 - February 2008
Union Bank February 1998 - May 2006
Skills
Asset Management, Securities, SDLC, Databases, Risk Management, Financial Services, Bloomberg Terminal, Bloomberg Software, ThomsonOne, Thomson One Analytics, Thomson one investment..., SEI, Trade Web, Factset, Relationship Management, Project Management, Management, Systems Analysis, Bloomberg, Business Analysis, Customer Service, Equities, Leadership, Fixed Income, Analysis, Process Improvement, Microsoft Office, Troubleshooting, Microsoft Excel, Security, Strategic Planning, Portfolio Management, PowerPoint
Education
San Francisco State University 2000 — 2003
Kinesiology
McKeon-Phillips Winery 2004 - 2012
Union Bank February 2007 - April 2011
Union Bank of California January 1999 - February 2007
Union Bank of California April 1988 - 1999
Citicorp 1988 - 1990
Citicorp 1981 - 1988
Fidelity Savings & Loan Association 1976 - 1981
Skills
Sales Management, Coaching, Program Management, Retail Banking, Banking, Credit, Mortgage Lending, Relationship Management, Risk Management, Financial Analysis, Small Business Lending, Financial Modeling, Mergers, Consumer Lending, Loans, Strategy, Vendor Management, Mergers & Acquisitions, Leadership, Customer Experience, Marketing Strategy, Management, Training, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 1989 — 1991
MBA, (emphaisis: International Marketing)
San Jose State University 1970 — 1974
BS, Manpower Administration (Human Resources Management)
Westmont High School 1966 — 1970
College Preparatory
Union Bank May 2010 - April 2012
First Republic Bank November 2002 - February 2009
Skills
Small Business Lending
Education
San Francisco State University
Union Bank July 2014 - Present
Union Bank 1973 - Present
Union Bank 1973 - Present
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Loans, Consumer Lending, Lines Of Credit, Credit Analysis, Treasury Management, Retail Banking, Small Business Lending
Education
San Diego State University-California State University 1972 — 1976
Union Bank August 2010 - Present
Wells Fargo Bank October 2009 - August 2010
Wells Fargo Bank December 2003 - June 2009
Wells Fargo Bank December 1999 - December 2003
Wells Fargo 1989 - 1999
Skills
Commercial Banking, Banking, Cash Management, Treasury Management, Portfolio Management, Training, Retail Banking, Relationship Management, Management, Mergers & Acquisitions, Business Development, Credit, Treasury
Education
San Francisco State University, College of Business
BS, Finance and Banking
CUSO Financial Services, LP January 2015 - Present
Union Bank November 2009 - January 2015
LPL Financial Services May 2000 - January 2009
TD Ameritrade April 1997 - May 2000
Education
San Diego State University-California State University
Economics
OneAmerica Retirement Services September 2014 - Present
City National Bank May 2003 - August 2014
Torrey Pines Institute for Molecular Studies June 2000 - December 2002
Union Bank February 1986 - June 2000
Skills
Banking, Retirement, Customer Relations, Customer Service, Portfolio Management, Investments, Wealth Management, Asset Managment
Education
San Diego State University-California State University
EPIC 'Ohana Inc February 2013 - Present
CORA September 2008 - November 2012
Sequoia Center October 2005 - August 2008
Union Bank September 2002 - October 2005
Skills
Mental Health, Psychology, Psychotherapy, Calendaring, Group Therapy, Social Services, Crisis Intervention, Mental Health Counseling, Family Therapy, Community Outreach, Motivational..., Nonprofits, Program Development, Public Speaking, Case Managment, Counseling Psychology
Education
San Francisco State University 2000 — 2005
Bachelor's degree, Psychology
Orrick, Herrington & Sutcliffe LLP November 2004 - Present
GE Capital - SAFE Financial LLC 2001 - 2003
Orrick, Herrington & Sutcliffe LLP 1999 - 2001
Union Bank 1993 - 1999
Skills
Corporate Finance, Microsoft Excel, Finance, Contract Negotiation, Financial Analysis, Team Building, Mergers, Change Management, Due Diligence, Mergers & Acquisitions, Strategic Planning, Strategic Financial..., Corporate Governance, Financial Modeling, Budgets, Financial Planning, Management
Education
San Francisco State University
BA Economics with minor in Finance
Sacramento Bank of Commerce February 2014 - Present
Union Bank February 2012 - February 2014
Community West Bank/Goleta National Bank August 1999 - March 2012
The Money Store March 1998 - July 1999
The Money Store February 1995 - March 1998
Otsuka Intelligent Couture February 1995 - March 1998
Heller First Capital April 1985 - February 1995
Mifax Office Products February 1981 - March 1985
The Seabright Group January 1979 - February 1981
TRW Systems January 1975 - December 1978
Skills
Small Business Lending, SBA, Credit Analysis, Mortgage Lending, Real Estate, Business Development, Loans, Credit, Investments, SBA 504, Finance, Commercial Banking, Small Business, Investment Properties, Commercial Mortgages, Commercial Lending, Commercial Real Estate, Start-ups, Cash Flow, Strategy, Sales, Banking, Lines Of Credit
Education
San Diego State University-California State University 1969 — 1973
BS, Finance
Housing Capital Co., a division of US Bank 1994 - Present
Union Bank 1985 - 1994
Skills
Real Estate, Mortgage Lending, Marketing, Sales, Construction Loans, Investments, Sellers, Marketing Strategy, Start-ups, Social Media, Event Planning
Education
San Jose State University
MBA, Business Management
Santa Clara University - Leavey School of Business
BS, Finance and Marketing
Merge Healthcare (formerly DR Systems, Inc.) October 2013 - Present
Independence House November 2007 - Present
OncoSec Medical, Inc. September 2012 - October 2013
Payrolling.com November 2009 - September 2012
Payrolling.com Corporation November 2009 - April 2010
Mitchell International, Inc April 2009 - November 2009
Union Bank of California December 2006 - August 2008
Union Bank of California February 2006 - December 2006
Union Bank November 2005 - February 2006
Subway June 2004 - November 2005
Skills
Training, Applicant Tracking..., Recruiting, Human Resources, Payroll, HRIS, Talent Acquisition, New Hire Orientations, Employee Benefits, Performance Management, Employee Relations, Workforce Planning, Interviews, Hiring, Customer Service, Onboarding, Benefits Administration
Education
San Diego State University-California State University 2001 — 2008
Bachelors, Psychology
San Diego State University-California State University
Certificate, Human Resources Management
Wells Fargo March 2014 - Present
Union Bank July 2011 - March 2014
Bank of America April 1996 - April 2009
Bank of America April 1996 - October 1996
Skills
Series 63, Portfolio Management, Investments, Banking, Wealth Management, Commercial Banking, Commercial Lending, Relationship Management, Team Management, Managerial Skills, CRM, Analytics, New Business Development, Team Leadership, Result Oriented, Customer Service, Mortgage Loan Process, New Market Expansion, Compliance & Regulations, Marketing Leadership..., Sales & Customer..., Strategy Planning, Financial Services, Management
Education
San Francisco State University 1986 — 1990
BUSINESS ADMINISTRATION
Five9 January 2015 - Present
Berkeley Research Group LLC October 2014 - November 2014
Union Bank July 2012 - September 2013
Steve's Hallmark July 2008 - June 2012
Ascend SFSU Chapter 2009 - May 2011
Ascend SFSU Chapter August 2009 - May 2010
Skills
Accounting, Auditing, Microsoft Excel, Accounts Payable, Tax, QuickBooks, Salesforce.com, Financial Statements, Financial Analysis, Financial Accounting, Account Reconciliation, Recruiting, Sarbanes-Oxley Act, Financial Reporting, PowerPoint, Microsoft Word, Analysis, Microsoft Office, Regression Testing, User Acceptance Testing, User Administration
Education
San Francisco State University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Union Bank June 2013 - Present
1st Capital Bank March 2012 - June 2013
Santa Barbara Bank and Trust January 1997 - March 2012
Skills
Commercial Banking, Credit, Financial Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Loan Origination, Credit Risk, Cash Flow Lending, Loans
Education
San Jose State University 1992 — 1996
BS, Business Administration- Finance
Union Bank 2007 - 2015
Kaiser Permanente 2005 - 2007
Kaiser Permanente 2002 - 2005
Nexant 1998 - 2002
Calypte Biomedical 1997 - 1998
Skills
Customer Service, Project Management, Leadership, Strategic Planning, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Organizational...
Education
San Francisco State University
Bachelor of Arts (B.A.), Clinical Psychology
The Bank of Hemet May 2008 - Present
Union Bank May 2004 - November 2007
Imperial Capital Bank February 2002 - April 2004
Bayview Financial May 2000 - January 2002
Life Bank March 1995 - April 2000
Education
San Diego State University-California State University 1984 — 1987
B.A., Public Administration
First Republic Bank July 2012 - Present
California Bank & Trust January 2006 - July 2012
Union Bank September 1997 - December 2005
Skills
Commercial Lending, Small Business Lending, Banking, Financial Analysis, Lines Of Credit, Commercial Banking, Credit, Credit Analysis, Real Estate Financing, Consumer Lending, Relationship Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Treasury Management, Loans, Portfolio Management, Mortgage Lending, Underwriting, Cash Management, Retail Banking, Private Banking, Credit Risk, Wealth Management, Finance
Education
San Diego State University-California State University 1985 — 1988
Bachelor's Degree, Finance
Silicon Valley Bank 2011 - May 2014
Lam Research 2009 - 2011
Union Bank 1997 - 2009
Education
San Francisco State University
Master of Business Administration (MBA), Finance, General
Aramark June 2015 - Present
Wyndham Vacation Ownership March 2014 - March 2015
Union Bank November 2012 - September 2013
Oracle May 2011 - August 2013
Neighborhood Realty January 2012 - November 2012
interweave production group January 2011 - January 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Office Management, Outlook, Microsoft Excel, Management, Social Networking, Payroll, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (B.S.), Business Finance
Ribét Academy September 2013 - Present
Union Bank June 2007 - May 2013
Skills
Illustration, Graphic Design, Art Direction, Typography, InDesign, Drawing, Graphics, Photography, Photoshop, Art, Creative Direction, Web Design, Painting, Fine Art, Flash, Dreamweaver, Advertising, Visual Arts, Contemporary Art, Sculpture
Education
University of California, Los Angeles 1999 — 2001
Master's Degree, Painting & Drawing
San Francisco Art Institute 1994 — 1997
Bachelor of Fine Arts (BFA), Painting & Drawing
University of California, Los Angeles 1987 — 1992
Bachelor of Arts (B.A.), Sociology
Bank of the West July 2014 - Present
SVB Financial Group February 2011 - June 2014
Union Bank November 2008 - February 2011
Bridge Bank August 2007 - November 2008
LownHome Financial LLC 2007 - 2007
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Credit, Valuation, Banking, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Internal Controls, Business Objects, Data Analysis, Credit Risk, Risk Management, Corporate Finance, Commercial Banking, Finance, Financial Services, Loans, Financial Risk, Analysis, Business Analysis, Process Improvement, Business Strategy, Retail Banking, Mortgage Lending
Education
San Jose State University
BS, Finance
BanZoo, Inc. August 2011 - December 2011
SFSU January 2008 - May 2011
Tenderloin Health Clinic January 2008 - May 2011
TEP-UCSF November 2007 - April 2008
TEP-UCSF June 2007 - November 2007
Child Care Coordinating Council August 2003 - December 2003
Community Gatepath November 2002 - February 2003
Shelter Network Leading the Way Home 2003 - 2003
Silicon Valley Bank May 2000 - January 2001
Union Bank February 2000 - May 2000
Skills
Troubleshooting, TCP/IP, Active Directory, Visio, MS Project, Microsoft Office, Excel, PowerPoint, Access, Windows, Word, Desktop Support, MySQL, Java, Visual C++, Healthcare IT, Electronic Data..., Medical Claims..., Medical Terminology, Microsoft Excel, Microsoft Word, Technical Support
Education
City College of San Francisco 2012 — 2013
In Progress; Registered Nurse, Healthcare
San Francisco State University 2009 — 2011
B.S., Business Administration, Information Systems
San Francisco State University
Bachelor, Sciences, Business Administration; Information Systems
Union Bank March 2012 - Present
Wells Fargo June 1987 - March 2012
Skills
Credit, Banking, Loans, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination
Education
San Diego State University-California State University 1981 — 1986
Bachelor of Science (BS), Business Administration-Marketing, Minor Degree-Psychology
WASC Senior College and University Commission 2012 - Present
The National Center for Employee Ownership (NCEO) 2011 - 2012
Union Bank 2003 - 2005
Meridian Global Services 1998 - 2003
Skills
Team Building, Strategic Planning, Management, Event Planning, Account Management, New Business Development, Business Development, Customer Service, Social Media, Marketing, Public Speaking, Training, Social Media Marketing, Market Research, Social Networking, Leadership, PowerPoint, Business Strategy, Fundraising, Marketing Strategy, Leadership Development, Research, Organizational..., Budgets, Microsoft Office
Education
San Francisco State University 2010 — 2011
CEL, Event & Meeting Planning
Winona State University
Bachelor of Science & Bachelor of Art, Business Administration & Economics
Delta Dental January 1989 - Present
Union Bank January 1970 - December 1980
Skills
Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Accounts Receivable, Bank Reconciliation
Education
San Francisco State University 1995 — 2009
My senior year, still working to get my degree, Accounting and Finance
Union Bank December 2011 - Present
Aetna Global Benefits July 2009 - December 2011
WorldMark by Wyndham July 2007 - July 2009
Education
San Joaquin Delta College 1995 — 1996
PNC Mortgage December 2013 - July 2014
Union Bank December 2011 - December 2013
Aetna July 2010 - December 2011
Worldmark by Wyndham July 2008 - July 2010
Aisan Pacific Travel Company February 2008 - July 2008
First Horizon November 2005 - June 2006
Washington Mutual Bank January 1996 - November 2005
HFI Foods Inc. June 1989 - December 1993
Skills
Loans, Loan Origination, Banking, Mortgage Banking, Refinance, Credit Analysis, Residential Mortgages, Consumer Lending, Credit Risk, Mortgage Lending
Education
San Joaquin Delta College 1994 — 1995
Accounting, A
Union Bank January 2013 - Present
AIMLoan.com July 2011 - Present
SDSU Bookstore January 2009 - January 2010
Skills
Loans, Mortgage Lending, Customer Service, Data Entry, Teamwork, Credit, Loan Origination
Education
SDSU 2006 — 2010
Bachelors of Science, Business Administration and Management, General
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.)
Union Bank August 2012 - July 2013
Pyeongtaek Gigae Gongup High School April 2010 - April 2012
Gamecrazy/Hollywood Video May 2009 - November 2009
PetSmart December 2008 - May 2009
Blockbuster February 2008 - January 2009
Bombay May 2007 - January 2008
Skills
Typing, Microsoft Word, Microsoft Excel, PowerPoint, Employee Training, Store Operations, Stock Management, Management, Organization &...
Education
San Francisco State University 2005 — 2009
Bachelor of Arts, English, 3.66
Excel Media Wire January 2012 - August 2014
Stanford Hospital and Clinics January 2011 - July 2011
City National Bank January 2005 - August 2010
City National Bank June 2000 - August 2010
City National Bank 2000 - 2010
Union Bank May 1991 - April 2000
Union Bank May 1991 - April 2000
Skills
Commercial Banking, Banking, Retail Banking, Cross Selling
Education
Lowell High School 1981 — 1985
San Francisco State University
Union Bank October 2000 - Present
Education
San Francisco State University
Chase January 2015 - Present
Union Bank July 2013 - November 2014
Wells Fargo October 2010 - November 2012
Metro United Urban Ministry January 2009 - October 2010
Motorola Solutions July 2005 - February 2009
Skills
Bilingual-English/Spanis..., Proficient Typing Skills, Cash Handling Experience, Teller Operations, Branch Banking, Commercial Banking, Cross Selling, Customer Service, Sales Operations, Work Ethic, Genuine
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
UEI College 2004 — 2005
Certificate of Computer Science, Computer and Information Sciences and Support Services
Southwestern College 2002 — 2004
Bachelor's degree, Communciations and Spanish
Hilltop Senior High School 1998 — 2002
High School Diploma, General Education, 12
Union Bank April 2012 - Present
JPMorgan Chase August 2001 - April 2012
Skills
Small Business Lending, Retail Banking, Loans, Banking, Consumer Lending, Mortgage Lending, Branch Banking, Cross Selling, Credit
Education
San Jose State University 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Union Bank August 2012 - Present
Skills
Microsoft Excel, Microsoft Office, Risk Management, Management, Credit
Education
San Joaquin Valley College-Bakersfield 1999 — 2001
Associates of Science, Systems Engineering
Union Bank September 2004 - February 2011
Union Bank July 1999 - August 2004
Franklin Templeton Investments July 1997 - May 1999
Skills
Financial Accounting, Financial Reporting, General Ledger, Employee Benefits..., General & Admin Exp, Closing Accounting Books, Accounts Reconciliation, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Business Objects
Education
San Francisco State University
Bachelor's Degree, Accounting