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.
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.
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4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Employee
Years
Job
Industry
Carol Mulvihill Carol Mulvihill's Union Bank Experience 1992 - 2012
Job Assistant Vice President & Manager
Industry Banking
Experience
US Bank 2012 - Present
Union Bank 1992 - 2012
Security Pacific National Bank 1973 - 1992
Skills
Risk Management, Project Management, Banking, Credit, Microsoft Office, Financial Analysis, Credit Analysis, Finance, Mortgage Lending, Retail Banking, Portfolio Management, Credit Risk
Education
Southern Methodist University 1984 — 1986
US Bank 2012 - Present
Union Bank 1992 - 2012
Security Pacific National Bank 1973 - 1992
Skills
Risk Management, Project Management, Banking, Credit, Microsoft Office, Financial Analysis, Credit Analysis, Finance, Mortgage Lending, Retail Banking, Portfolio Management, Credit Risk
Education
Southern Methodist University 1984 — 1986
Brett Riese Brett Riese's Union Bank Experience November 2011 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank November 2011 - Present
Bank of America February 2010 - November 2011
Bear Creek Country Club June 2006 - October 2010
Quality Food Centers June 2005 - September 2005
Habitat for Humanity August 2004 - June 2005
Magnolia Hi-Fi May 2005 - May 2005
QFC September 2004 - February 2005
Springboard Alliance June 2004 - August 2004
Skills
Customer Service, Customer Relations, Credit, Inventory Management, Compliance, Sales, Financial Analysis, Time Management, Accounting, Customer Satisfaction, Analysis, Banking, Mortgage Lending, Management, Loans, Finance, CRM, Commercial Lending, Credit Analysis, Investments
Education
Santa Clara University 2005 — 2009
Leavey School of BusinessB.S, Business Management
The Overlake School 1997 — 2005
Union Bank November 2011 - Present
Bank of America February 2010 - November 2011
Bear Creek Country Club June 2006 - October 2010
Quality Food Centers June 2005 - September 2005
Habitat for Humanity August 2004 - June 2005
Magnolia Hi-Fi May 2005 - May 2005
QFC September 2004 - February 2005
Springboard Alliance June 2004 - August 2004
Skills
Customer Service, Customer Relations, Credit, Inventory Management, Compliance, Sales, Financial Analysis, Time Management, Accounting, Customer Satisfaction, Analysis, Banking, Mortgage Lending, Management, Loans, Finance, CRM, Commercial Lending, Credit Analysis, Investments
Education
Santa Clara University 2005 — 2009
Leavey School of BusinessB.S, Business Management
The Overlake School 1997 — 2005
Sia Ghasseminezhad Sia Ghasseminezhad's Union Bank Experience September 2011 - November 2013
Job "Vision" is the ability to see what isn't there... Yet!
Industry Executive Office
Experience
Union Bank September 2011 - November 2013
Citi March 2006 - September 2011
Citi October 2005 - March 2006
Citi October 2004 - October 2005
Citi March 2003 - October 2004
Skills
Cross-functional Team..., Sales Management, Business Development, Commercial Banking, Loans, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Credit, Relationship Management, Finance, Commercial Lending, Lines Of Credit, Branch Management, Small Business Lending, Cross Selling, Credit Analysis, Loan Origination, Deposits, Financial Analysis, Treasury Management, Credit Cards, Credit Risk, Commercial Mortgages, Refinance, Cash Management, AML, Core Banking, Residential Mortgages, Home Equity Lines of..., Private Banking, Operational Risk, Financial Services, Financial Risk, Bank Secrecy Act, Loan Servicing, Portfolio Management, Financial Institutions, Asset Based Lending, Banking Relationships, Mortgage Underwriting, Operational Risk..., Merchant Services, Series 63, Securities, Real Estate, Marketing Strategy, Business Strategy, Business Innovation
Education
San Jose State University 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
West Valley College 1999 — 2001
Associate's degree, Business Administration and Management, General
Union Bank September 2011 - November 2013
Citi March 2006 - September 2011
Citi October 2005 - March 2006
Citi October 2004 - October 2005
Citi March 2003 - October 2004
Skills
Cross-functional Team..., Sales Management, Business Development, Commercial Banking, Loans, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Credit, Relationship Management, Finance, Commercial Lending, Lines Of Credit, Branch Management, Small Business Lending, Cross Selling, Credit Analysis, Loan Origination, Deposits, Financial Analysis, Treasury Management, Credit Cards, Credit Risk, Commercial Mortgages, Refinance, Cash Management, AML, Core Banking, Residential Mortgages, Home Equity Lines of..., Private Banking, Operational Risk, Financial Services, Financial Risk, Bank Secrecy Act, Loan Servicing, Portfolio Management, Financial Institutions, Asset Based Lending, Banking Relationships, Mortgage Underwriting, Operational Risk..., Merchant Services, Series 63, Securities, Real Estate, Marketing Strategy, Business Strategy, Business Innovation
Education
San Jose State University 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
West Valley College 1999 — 2001
Associate's degree, Business Administration and Management, General
Marcia Greiten Marcia Greiten's Union Bank Experience March 1989 - May 2013
Job Bank Deposit Analyst at Pacific Capital Bank, NA
Industry Banking
Experience
Union Bank March 1989 - May 2013
Skills
Microsoft Word, Process Improvement, Business Analysis, Microsoft Office, Project Management, Banking, Risk Management, Customer Service, Team Leadership, SharePoint, Finance, Financial Analysis, Operations Management, Management, Credit, SQL, Disaster Recovery, Software Project..., Vendor Management, Commercial Lending, Retail Banking, Small Business Lending, Troubleshooting, Financial Risk, Credit Risk, Treasury Management, Commercial Banking, Testing, Analysis
Education
Mt. St. Mary's College, Brentwood 1968 — 1970
Bachelor of Arts (BA), Mathematics
Santa Barbara City College 1966 — 1968
Mathematics
Union Bank March 1989 - May 2013
Skills
Microsoft Word, Process Improvement, Business Analysis, Microsoft Office, Project Management, Banking, Risk Management, Customer Service, Team Leadership, SharePoint, Finance, Financial Analysis, Operations Management, Management, Credit, SQL, Disaster Recovery, Software Project..., Vendor Management, Commercial Lending, Retail Banking, Small Business Lending, Troubleshooting, Financial Risk, Credit Risk, Treasury Management, Commercial Banking, Testing, Analysis
Education
Mt. St. Mary's College, Brentwood 1968 — 1970
Bachelor of Arts (BA), Mathematics
Santa Barbara City College 1966 — 1968
Mathematics
Gregory Quirarte's Union Bank Experience August 2005 - May 2011
Job AVP/Store Manager Umpqua Bank
Industry Banking
Experience
Sonoma Bank June 2011 - Present
Union Bank August 2005 - May 2011
Rotary 2007 - 2008
Tamalpais Bank 2006 - 2007
West America Bank March 2003 - August 2005
MDNH Partners LLC January 2001 - May 2002
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Banking, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Portfolio Management, Refinance, FHA, Retail Banking, Consumer Lending, Lines Of Credit, Management, Residential Mortgages, Asset Based Lending, Cash Management, FHA financing, Financial Services, Mortgage Banking, SBA, Small Business, Commercial Mortgages, Finance, Underwriting
Education
Santa Barbara City College
Sonoma Bank June 2011 - Present
Union Bank August 2005 - May 2011
Rotary 2007 - 2008
Tamalpais Bank 2006 - 2007
West America Bank March 2003 - August 2005
MDNH Partners LLC January 2001 - May 2002
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Banking, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Portfolio Management, Refinance, FHA, Retail Banking, Consumer Lending, Lines Of Credit, Management, Residential Mortgages, Asset Based Lending, Cash Management, FHA financing, Financial Services, Mortgage Banking, SBA, Small Business, Commercial Mortgages, Finance, Underwriting
Education
Santa Barbara City College
Babak Ghalebi's Union Bank Experience March 2015 - Present
Job Quantitative Analyst at Union Bank
Industry Financial Services
Experience
Union Bank March 2015 - Present
MarketShare October 2014 - December 2014
OpenX June 2014 - September 2014
IT ICON December 2012 - September 2013
APS Co. September 2009 - December 2012
Skills
R, Matlab, SAS, C++, Java, Python, SQL, Java Enterprise Edition, Hadoop, Hive, Vertica, Big Data Analytics, Statistics, Time Series Analysis, Quantitative Finance, Monte Carlo Simulation, Financial Modeling, Regression Analysis, Derivatives, Bloomberg, Microsoft Office
Education
UCLA Anderson School of Management 2013 — 2014
Master's degree, Financial Engineering
Sharif University of Technology 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics
Union Bank March 2015 - Present
MarketShare October 2014 - December 2014
OpenX June 2014 - September 2014
IT ICON December 2012 - September 2013
APS Co. September 2009 - December 2012
Skills
R, Matlab, SAS, C++, Java, Python, SQL, Java Enterprise Edition, Hadoop, Hive, Vertica, Big Data Analytics, Statistics, Time Series Analysis, Quantitative Finance, Monte Carlo Simulation, Financial Modeling, Regression Analysis, Derivatives, Bloomberg, Microsoft Office
Education
UCLA Anderson School of Management 2013 — 2014
Master's degree, Financial Engineering
Sharif University of Technology 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics
Ruth Hartman Ruth Hartman's Union Bank Experience 2011 - 2013
Job Personal Banker
Industry Banking
Experience
Union Bank 2011 - 2013
Passages Malibu 2009 - 2010
WSECU 2007 - 2009
Our Community Federal Credit Union 2006 - 2007
South Sound Bank 2004 - 2006
Skills
NMLS Licensed, Sales & Market Research..., Loan Origination, New Account Acquisition, Small Business Lending, Manage Client..., Client Development, Strategic Planning, Financial Services, Organizational..., Outstanding..., Time Management, Close Attention to..., Written & Verbal..., Computer Proficiency, Banking
Education
South Puget Sound Community College
Union Bank 2011 - 2013
Passages Malibu 2009 - 2010
WSECU 2007 - 2009
Our Community Federal Credit Union 2006 - 2007
South Sound Bank 2004 - 2006
Skills
NMLS Licensed, Sales & Market Research..., Loan Origination, New Account Acquisition, Small Business Lending, Manage Client..., Client Development, Strategic Planning, Financial Services, Organizational..., Outstanding..., Time Management, Close Attention to..., Written & Verbal..., Computer Proficiency, Banking
Education
South Puget Sound Community College
Kim Bourgeois Kim Bourgeois's Union Bank Experience 2002 - 2007
Job Managing Director at Capital One, Energy Investment Banking
Industry Investment Banking
Experience
Capital One August 2014 - Present
JPMorgan April 2007 - July 2014
Union Bank 2002 - 2007
Morgan Keegan 2001 - 2002
The Avantus Group 1999 - 2000
Skills
Capital Markets, Investment Banking, Valuation, Structured Finance, Private Equity, Due Diligence, Financial Structuring, Financial Modeling, Leveraged Finance, Corporate Finance, Mergers
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BA
Capital One August 2014 - Present
JPMorgan April 2007 - July 2014
Union Bank 2002 - 2007
Morgan Keegan 2001 - 2002
The Avantus Group 1999 - 2000
Skills
Capital Markets, Investment Banking, Valuation, Structured Finance, Private Equity, Due Diligence, Financial Structuring, Financial Modeling, Leveraged Finance, Corporate Finance, Mergers
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BA
Madison Skinner's Union Bank Experience May 2012 - August 2012
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte July 2014 - Present
ASUC Student Advocate's Office August 2010 - May 2014
Legacy Interactive June 2013 - August 2013
Net Impact Berkeley January 2012 - May 2013
Union Bank May 2012 - August 2012
City of Berkeley Council Member Gordon Wozniak's Office October 2011 - February 2012
Skirball Cultural Center July 2011 - August 2011
Ecomuseum Cap de Cavalleria Archaeological Field School May 2011 - July 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Project Management, Marketing, Teamwork, Google Adwords, Google Analytics, WordPress, Nonprofits, Analysis, Stata, Social Media Marketing, Strategic Data Analysis, Start-up Consulting, Entrepreneurship, Start-ups, Adobe Illustrator, Analytics, Marketing Strategy, Research
Education
University of California, Berkeley 2010 — 2014
BA, Political Science, Senior
Institut d'Etudes politiques de Paris 2013 — 2013
UC Education Abroad Program, Political Science, Economics, History
Campbell Hall School 2006 — 2010
Deloitte July 2014 - Present
ASUC Student Advocate's Office August 2010 - May 2014
Legacy Interactive June 2013 - August 2013
Net Impact Berkeley January 2012 - May 2013
Union Bank May 2012 - August 2012
City of Berkeley Council Member Gordon Wozniak's Office October 2011 - February 2012
Skirball Cultural Center July 2011 - August 2011
Ecomuseum Cap de Cavalleria Archaeological Field School May 2011 - July 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Project Management, Marketing, Teamwork, Google Adwords, Google Analytics, WordPress, Nonprofits, Analysis, Stata, Social Media Marketing, Strategic Data Analysis, Start-up Consulting, Entrepreneurship, Start-ups, Adobe Illustrator, Analytics, Marketing Strategy, Research
Education
University of California, Berkeley 2010 — 2014
BA, Political Science, Senior
Institut d'Etudes politiques de Paris 2013 — 2013
UC Education Abroad Program, Political Science, Economics, History
Campbell Hall School 2006 — 2010
Linda (Trejo) Madrigal-Nix Linda (Trejo) Madrigal-Nix's Union Bank Experience December 2012 - Present
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust 2002 - 2012
Great Western Bank 1992 - March 2002
Skills
Banking, Customer Service, Retail Banking, Credit, New Business Development, Commercial Banking, Commercial Lending, Team Leadership, Small Business Lending, Employee Training, Customer Retention, Consumer Lending, Credit Analysis, Coaching, Leadership, Notary Public, Retail, Training, Teamwork, Troubleshooting, friendship, caring, Follow-through Skills, Client Follow-up, Flexible Schedule, Home Equity Lines of..., Loans
Education
Santa Barbara City College 1982 — 1984
Santa Barbara High School 1979 — 1982
Union Bank December 2012 - Present
Santa Barbara Bank & Trust 2002 - 2012
Great Western Bank 1992 - March 2002
Skills
Banking, Customer Service, Retail Banking, Credit, New Business Development, Commercial Banking, Commercial Lending, Team Leadership, Small Business Lending, Employee Training, Customer Retention, Consumer Lending, Credit Analysis, Coaching, Leadership, Notary Public, Retail, Training, Teamwork, Troubleshooting, friendship, caring, Follow-through Skills, Client Follow-up, Flexible Schedule, Home Equity Lines of..., Loans
Education
Santa Barbara City College 1982 — 1984
Santa Barbara High School 1979 — 1982
Joanne Keller Joanne Keller's Union Bank Experience April 2008 - February 2014
Job State of Washington
Industry Financial Services
Experience
Dept of Human and Social Serives June 2014 - Present
Union Bank April 2008 - February 2014
Bank of America May 1986 - April 2008
Skills
Loans, Retail Banking, Commercial Banking, Banking, Customer Service, Deposits, Credit Cards, Financial Services, Branch Management, Finance, Call Centers, Internet Banking, Operational Risk
Education
Shoreline Community College
Dept of Human and Social Serives June 2014 - Present
Union Bank April 2008 - February 2014
Bank of America May 1986 - April 2008
Skills
Loans, Retail Banking, Commercial Banking, Banking, Customer Service, Deposits, Credit Cards, Financial Services, Branch Management, Finance, Call Centers, Internet Banking, Operational Risk
Education
Shoreline Community College
Jessica Presley's Union Bank Experience March 2011 - February 2013
Job Account Manager at VeriTax
Industry Banking
Experience
Veri-Tax February 2013 - Present
Union Bank March 2011 - February 2013
Nordstrom October 2009 - June 2010
ASSI Security, Inc January 2007 - October 2009
United Studios of Self Defense 2005 - 2007
Education
Santiago Canyon College
AA, Liberal Arts
Veri-Tax February 2013 - Present
Union Bank March 2011 - February 2013
Nordstrom October 2009 - June 2010
ASSI Security, Inc January 2007 - October 2009
United Studios of Self Defense 2005 - 2007
Education
Santiago Canyon College
AA, Liberal Arts
Vincent Cortese's Union Bank Experience September 2015 - Present
Job Mortgage Consultant at Union Bank
Industry Banking
Experience
Union Bank September 2015 - Present
Bank of America October 2012 - November 2014
Citi March 2010 - October 2012
Sonoma State University July 2010 - June 2012
Bank of America September 2004 - March 2010
Skills
Customer Service, Leadership, Event Planning, Public Speaking, Marketing, Sales, Budgets, Social Networking, Fundraising, Strategic Planning, Social Media, Credit
Education
Sonoma State University 1995 — 2000
Bachelor of Arts, Communications Studies
Union Bank September 2015 - Present
Bank of America October 2012 - November 2014
Citi March 2010 - October 2012
Sonoma State University July 2010 - June 2012
Bank of America September 2004 - March 2010
Skills
Customer Service, Leadership, Event Planning, Public Speaking, Marketing, Sales, Budgets, Social Networking, Fundraising, Strategic Planning, Social Media, Credit
Education
Sonoma State University 1995 — 2000
Bachelor of Arts, Communications Studies
Jamal Bartle Jamal Bartle's Union Bank Experience April 2010 - May 2011
Job Loan Servicing Supervisor at Bank of the Pacific
Industry Banking
Experience
Bank of the Pacific November 2013 - Present
Bank of the Pacific October 2011 - Present
Bank of the Pacific October 2011 - Present
Banner Bank May 2011 - October 2011
Union Bank April 2010 - May 2011
Skills
Credit, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Financial Risk, Financial Analysis, Risk Management, Customer Service, Budgets, Credit Risk, Retail Banking, Consumer Lending, Staff Supervision, Collateral Management, Loan Servicing, Flood Insurance
Education
Skagit Valley College 1995 — 1997
Associate of Arts (AA), General Studies
Bank of the Pacific November 2013 - Present
Bank of the Pacific October 2011 - Present
Bank of the Pacific October 2011 - Present
Banner Bank May 2011 - October 2011
Union Bank April 2010 - May 2011
Skills
Credit, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Financial Risk, Financial Analysis, Risk Management, Customer Service, Budgets, Credit Risk, Retail Banking, Consumer Lending, Staff Supervision, Collateral Management, Loan Servicing, Flood Insurance
Education
Skagit Valley College 1995 — 1997
Associate of Arts (AA), General Studies
Brittany Mason's Union Bank Experience May 2014 - August 2014
Job Accounting and HR Associate
Industry Financial Services
Experience
Integrated Media Technologies September 2015 - Present
Saks Fifth Avenue January 2015 - August 2015
Union Bank May 2014 - August 2014
Tremblay Financial June 2011 - December 2013
CMND-Z Apparel May 2010 - June 2011
Goodwin & Thyne Properties, Inc. June 2009 - August 2009
Skills
Investments, Valuation, Spanish, Portfolio Management, Asset Management, VBA, Bloomberg Terminal, Visio, Capital Markets, Fixed Income
Education
Southern Utah University 2012 — 2014
Bachelor of Science (B.S.), Finance, 4.0
Universidad de Granada 2013 — 2013
Spanish Language and Culture, 4.0
Santa Barbara City College 2011 — 2012
4.0
Integrated Media Technologies September 2015 - Present
Saks Fifth Avenue January 2015 - August 2015
Union Bank May 2014 - August 2014
Tremblay Financial June 2011 - December 2013
CMND-Z Apparel May 2010 - June 2011
Goodwin & Thyne Properties, Inc. June 2009 - August 2009
Skills
Investments, Valuation, Spanish, Portfolio Management, Asset Management, VBA, Bloomberg Terminal, Visio, Capital Markets, Fixed Income
Education
Southern Utah University 2012 — 2014
Bachelor of Science (B.S.), Finance, 4.0
Universidad de Granada 2013 — 2013
Spanish Language and Culture, 4.0
Santa Barbara City College 2011 — 2012
4.0
Jean Sumner's Union Bank Experience March 2012 - December 2012
Job Accounting Manager, BRIDGE Housing
Industry Commercial Real Estate
Experience
BRIDGE Housing Corporation June 2015 - Present
Wells Fargo January 2015 - July 2015
Redwood Trust, Inc. April 2014 - December 2014
Wells Fargo January 2013 - April 2014
Union Bank March 2012 - December 2012
Wells Fargo February 2011 - April 2012
1st Capital Bank January 2007 - March 2009
River Ranch Fresh Foods November 2005 - January 2007
Fresh Choice 1998 - 2001
Hewins Financial Advisors 1998 - 2000
Skills
Start-ups, Financial Analysis, Budgets, Accounting, Process Improvement, Finance, SAP, Banking, Auditing, Forecasting, Risk Management, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 1992 — 1993
MBA, Agribusiness/Finance
BRIDGE Housing Corporation June 2015 - Present
Wells Fargo January 2015 - July 2015
Redwood Trust, Inc. April 2014 - December 2014
Wells Fargo January 2013 - April 2014
Union Bank March 2012 - December 2012
Wells Fargo February 2011 - April 2012
1st Capital Bank January 2007 - March 2009
River Ranch Fresh Foods November 2005 - January 2007
Fresh Choice 1998 - 2001
Hewins Financial Advisors 1998 - 2000
Skills
Start-ups, Financial Analysis, Budgets, Accounting, Process Improvement, Finance, SAP, Banking, Auditing, Forecasting, Risk Management, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 1992 — 1993
MBA, Agribusiness/Finance
Elena Calvillo's Union Bank Experience February 2015 - Present
Job Email/Digital Marketing at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank February 2015 - Present
The Entrust Group - Self-Directed IRA Administrator August 2011 - February 2015
Live Out Loud, Inc December 2007 - August 2011
Dr. TATTOFF August 2006 - October 2007
Text100 January 2005 - July 2006
Overlake Hospital September 2004 - December 2004
NBA Seattle Supersonics & WNBA Storm February 2003 - August 2003
Skills
Email Marketing, Salesforce.com, Strategic Planning, Marketing Strategy, Market Research, Online Marketing, Public Relations, Marketing, Marketing Communications, Project Management, Analytics, Social Media Marketing, Social Media, Competitive Analysis, HubSpot, Vendor Management, Press Releases, Advertising, Management
Education
Seattle University 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Mass Communications With a Specialization in Public Relations
St. Ignatius College Preparatory 1996 — 2000
High School Diploma
Union Bank February 2015 - Present
The Entrust Group - Self-Directed IRA Administrator August 2011 - February 2015
Live Out Loud, Inc December 2007 - August 2011
Dr. TATTOFF August 2006 - October 2007
Text100 January 2005 - July 2006
Overlake Hospital September 2004 - December 2004
NBA Seattle Supersonics & WNBA Storm February 2003 - August 2003
Skills
Email Marketing, Salesforce.com, Strategic Planning, Marketing Strategy, Market Research, Online Marketing, Public Relations, Marketing, Marketing Communications, Project Management, Analytics, Social Media Marketing, Social Media, Competitive Analysis, HubSpot, Vendor Management, Press Releases, Advertising, Management
Education
Seattle University 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Mass Communications With a Specialization in Public Relations
St. Ignatius College Preparatory 1996 — 2000
High School Diploma
Jesse Webb, CPA's Union Bank Experience 2006 - 2012
Job Supervisor, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey March 2015 - Present
Federal Home Loan Bank of Seattle 2012 - 2015
Union Bank 2006 - 2012
Skills
Financial Analysis, Risk Management, Credit, Banking, Credit Risk, Credit Analysis, Mortgage Lending, Portfolio Management, Commercial Banking, Finance, Loans, Commercial Lending, Management, Investments, Financial Risk, Underwriting, Process Improvement, Internal Audit
Education
Seattle University 1993 — 1996
Bachelor of Arts (B.A.), Business Administration
McGladrey March 2015 - Present
Federal Home Loan Bank of Seattle 2012 - 2015
Union Bank 2006 - 2012
Skills
Financial Analysis, Risk Management, Credit, Banking, Credit Risk, Credit Analysis, Mortgage Lending, Portfolio Management, Commercial Banking, Finance, Loans, Commercial Lending, Management, Investments, Financial Risk, Underwriting, Process Improvement, Internal Audit
Education
Seattle University 1993 — 1996
Bachelor of Arts (B.A.), Business Administration
Claudia Carina Aguilar Claudia Carina Aguilar's Union Bank Experience August 2012 - May 2013
Job Intern at St. Anthony's Foundation
Industry Higher Education
Experience
Taqueria Mi Durango December 2014 - Present
At. Anthony's Foundation April 2014 - Present
Academy of Art University August 2013 - March 2014
Union Bank August 2012 - May 2013
San Francisco AIDS Foundation December 2010 - December 2012
St. Francis Memorial Hospital August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Bilingual-English/Spanis..., Filing, PowerPoint, Volunteer Management, Nonprofits, Public Speaking, Teamwork, Microsoft Office, Public Relations, Spreadsheets, Higher Education, Community Outreach, Event Planning, Program Development, Data Entry
Education
Skyline College 2015 — 2018
Medical/Clinical Assistant
Immaculate Conception Academy 2010 — 2014
St. Peter's School Elementary 2000 — 2010
Taqueria Mi Durango December 2014 - Present
At. Anthony's Foundation April 2014 - Present
Academy of Art University August 2013 - March 2014
Union Bank August 2012 - May 2013
San Francisco AIDS Foundation December 2010 - December 2012
St. Francis Memorial Hospital August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Bilingual-English/Spanis..., Filing, PowerPoint, Volunteer Management, Nonprofits, Public Speaking, Teamwork, Microsoft Office, Public Relations, Spreadsheets, Higher Education, Community Outreach, Event Planning, Program Development, Data Entry
Education
Skyline College 2015 — 2018
Medical/Clinical Assistant
Immaculate Conception Academy 2010 — 2014
St. Peter's School Elementary 2000 — 2010
Paul Leavitt Paul Leavitt's Union Bank Experience February 2013 - October 2013
Job Land Manager
Industry Real Estate
Experience
Cornerstone Homes January 2014 - Present
Union Bank February 2013 - October 2013
Forterra February 2011 - May 2012
Leavitt Companies February 1991 - December 2010
Skills
Real Estate Development, Land Development, Land Acquisition, Construction Management, Public Relations, Contract Management, Entitlements, Asset Management
Education
San Jose State University
Master's degree
University of Washington
Bachelor's degree
Cornerstone Homes January 2014 - Present
Union Bank February 2013 - October 2013
Forterra February 2011 - May 2012
Leavitt Companies February 1991 - December 2010
Skills
Real Estate Development, Land Development, Land Acquisition, Construction Management, Public Relations, Contract Management, Entitlements, Asset Management
Education
San Jose State University
Master's degree
University of Washington
Bachelor's degree
Bernie Tattersfield Bernie Tattersfield's Union Bank Experience October 2012 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank October 2012 - Present
JP Morgan Chase 2008 - 2011
JPMorgan Chase 2008 - 2011
JPMorgan Chase 2008 - 2011
Bank of America June 2000 - July 2008
Skills
Small Business, New Business Development, Business Management, Small Business Lending, Treasury Management, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Lines Of Credit
Education
Sierra College 1998 — 2000
Union Bank October 2012 - Present
JP Morgan Chase 2008 - 2011
JPMorgan Chase 2008 - 2011
JPMorgan Chase 2008 - 2011
Bank of America June 2000 - July 2008
Skills
Small Business, New Business Development, Business Management, Small Business Lending, Treasury Management, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Lines Of Credit
Education
Sierra College 1998 — 2000
Brent Oya's Union Bank Experience September 2010 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank September 2010 - Present
Education
Santa Clara University 1998 — 2002
Union Bank September 2010 - Present
Education
Santa Clara University 1998 — 2002
Jacqueline Bornino, CIPP/US, CIPM's Union Bank Experience June 2013 - August 2013
Job Data Privacy Associate at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank June 2015 - Present
MUFG Union Bank March 2014 - June 2015
Union Bank June 2013 - August 2013
Phaz2 September 2012 - June 2013
Phaz2 June 2012 - September 2012
Skills
Public Speaking, Leadership, Microsoft Excel, Social Media, Social Media Marketing, Facebook, PowerPoint, Data Analysis, Project Management, Access, Social Networking
Education
Santa Clara University
Bachelor of Science, Commerce, Finance
South High School
Diploma
Università Cattolica del Sacro Cuore
Business Studies
MUFG Union Bank June 2015 - Present
MUFG Union Bank March 2014 - June 2015
Union Bank June 2013 - August 2013
Phaz2 September 2012 - June 2013
Phaz2 June 2012 - September 2012
Skills
Public Speaking, Leadership, Microsoft Excel, Social Media, Social Media Marketing, Facebook, PowerPoint, Data Analysis, Project Management, Access, Social Networking
Education
Santa Clara University
Bachelor of Science, Commerce, Finance
South High School
Diploma
Università Cattolica del Sacro Cuore
Business Studies
Liza Carrasco's Union Bank Experience January 2008 - Present
Job Executive Assistant at Union Bank
Industry Banking
Experience
Union Bank January 2008 - Present
Executive World Corp. March 2000 - December 2007
Skills
Banking, Microsoft Office, Microsoft Word, PowerPoint, Retail Banking, Commercial Banking, Teamwork, Office Management, Event Planning, Outlook, Office Administration, Access
Education
Santa Monica College
Union Bank January 2008 - Present
Executive World Corp. March 2000 - December 2007
Skills
Banking, Microsoft Office, Microsoft Word, PowerPoint, Retail Banking, Commercial Banking, Teamwork, Office Management, Event Planning, Outlook, Office Administration, Access
Education
Santa Monica College
Daniel Burgin Daniel Burgin's Union Bank Experience February 2004 - July 2007
Job IRA Sales Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. April 2012 - Present
First Tech Credit Union (Formerly Addison Avenue FCU) July 2007 - April 2011
Union Bank February 2004 - July 2007
Skills
IRAs, Traditional IRA, Banking, Investment Banking, Self Directed IRA, Roth IRA, Alternative Investments, 401k Rollovers, 401k, Financial Advisory, Financial Services, Financial Analysis
Education
Sierra College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Del Campo High School 1998 — 2002
Polycomp Administrative Services, Inc. April 2012 - Present
First Tech Credit Union (Formerly Addison Avenue FCU) July 2007 - April 2011
Union Bank February 2004 - July 2007
Skills
IRAs, Traditional IRA, Banking, Investment Banking, Self Directed IRA, Roth IRA, Alternative Investments, 401k Rollovers, 401k, Financial Advisory, Financial Services, Financial Analysis
Education
Sierra College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Del Campo High School 1998 — 2002
Liz Bieber's Union Bank Experience November 2014 - July 2015
Job HPDHDC Housing Fellow at NYC Dept. of Housing Preservation and Development & NYC Housing Development Corporation
Industry Architecture & Planning
Experience
NYC Dept. of Housing Preservation and Development August 2015 - Present
Union Bank November 2014 - July 2015
The Luskin Center for Innovation September 2013 - June 2015
California Community Reinvestment Corporation June 2014 - September 2014
Partners for Livable Communities August 2010 - June 2012
The Mt. Pleasant Temporium December 2010 - April 2011
The National Building Museum September 2010 - February 2011
AmeriCorps July 2009 - July 2010
Skills
Grant Writing, Non-profits, Community Outreach, Program Development, Research, Fundraising, Public Policy, Public Speaking, Event Planning, Volunteer Management, Community Organizing, Program Evaluation, Nonprofits, Leadership, Grants, Editing, Economic Development
Education
UCLA 2013 — 2015
Master of City and Regional Planning, Housing, Community and Economic Development
Smith College 2006 — 2009
BA, Anthropology, Urban Studies
NYC Dept. of Housing Preservation and Development August 2015 - Present
Union Bank November 2014 - July 2015
The Luskin Center for Innovation September 2013 - June 2015
California Community Reinvestment Corporation June 2014 - September 2014
Partners for Livable Communities August 2010 - June 2012
The Mt. Pleasant Temporium December 2010 - April 2011
The National Building Museum September 2010 - February 2011
AmeriCorps July 2009 - July 2010
Skills
Grant Writing, Non-profits, Community Outreach, Program Development, Research, Fundraising, Public Policy, Public Speaking, Event Planning, Volunteer Management, Community Organizing, Program Evaluation, Nonprofits, Leadership, Grants, Editing, Economic Development
Education
UCLA 2013 — 2015
Master of City and Regional Planning, Housing, Community and Economic Development
Smith College 2006 — 2009
BA, Anthropology, Urban Studies
April Weis April Weis's Union Bank Experience May 2012 - January 2013
Job Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
LSI Corporation July 2013 - August 2014
Union Bank May 2012 - January 2013
University of San Francisco October 2011 - August 2012
Starwood Hotels & Resorts Worldwide, Inc. July 2007 - December 2008
Rogers Corporation 2007 - 2007
Digital China 2006 - 2006
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2013
MBA, Finance, 3.94/4.00
Seattle University 2010 — 2011
MPAC, Accounting, 3.74/4.00
Shanghai University of International Business and Economics 2003 — 2007
BBA, Accounting
PwC September 2014 - Present
LSI Corporation July 2013 - August 2014
Union Bank May 2012 - January 2013
University of San Francisco October 2011 - August 2012
Starwood Hotels & Resorts Worldwide, Inc. July 2007 - December 2008
Rogers Corporation 2007 - 2007
Digital China 2006 - 2006
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2013
MBA, Finance, 3.94/4.00
Seattle University 2010 — 2011
MPAC, Accounting, 3.74/4.00
Shanghai University of International Business and Economics 2003 — 2007
BBA, Accounting
Cid-Allen Hollis's Union Bank Experience January 2006 - April 2007
Job Entrepreneur
Industry Entertainment
Experience
District Team Charities April 2014 - April 2015
Special Counsel June 2008 - April 2015
United States Senate Committee on Small Business and Entrepreneurship May 2012 - September 2012
United States Senator Mary L. Landrieu October 2010 - February 2011
Union Bank January 2006 - April 2007
Union Bank February 2005 - January 2006
Skills
Strategic Planning, Financial Analysis, Data Analysis, Policy Analysis, Corporate Finance, Capital Markets, Legal Writing, Legal Research, Mergers & Acquisitions, Securities, Financial Reporting, Corporate Governance, Business Analysis, International Business, Legislation, Debt Restructuring, Leveraged Finance, Commercial Banking, Credit Analysis, Internal Audit, Small Business, Risk Assessment, Insurance Law, Bond Markets, Commodity Markets, Anti-corruption, Senate, Governmental Affairs, Market Research, Board of Directors, Complaince, Congress, Risk Analysis, Antitrust Law, Management, Leadership, Finance, Analysis
Education
Inglewood High School
Southern University Law Center
Doctor of Law (J.D.)
Southern University and Agricultural and Mechanical College at Baton Rouge
District Team Charities April 2014 - April 2015
Special Counsel June 2008 - April 2015
United States Senate Committee on Small Business and Entrepreneurship May 2012 - September 2012
United States Senator Mary L. Landrieu October 2010 - February 2011
Union Bank January 2006 - April 2007
Union Bank February 2005 - January 2006
Skills
Strategic Planning, Financial Analysis, Data Analysis, Policy Analysis, Corporate Finance, Capital Markets, Legal Writing, Legal Research, Mergers & Acquisitions, Securities, Financial Reporting, Corporate Governance, Business Analysis, International Business, Legislation, Debt Restructuring, Leveraged Finance, Commercial Banking, Credit Analysis, Internal Audit, Small Business, Risk Assessment, Insurance Law, Bond Markets, Commodity Markets, Anti-corruption, Senate, Governmental Affairs, Market Research, Board of Directors, Complaince, Congress, Risk Analysis, Antitrust Law, Management, Leadership, Finance, Analysis
Education
Inglewood High School
Southern University Law Center
Doctor of Law (J.D.)
Southern University and Agricultural and Mechanical College at Baton Rouge
Heather Odegaard Heather Odegaard's Union Bank Experience May 2011 - March 2014
Job Sr. Commercial Relationship Manager
Industry Banking
Experience
BECU March 2014 - Present
Union Bank May 2011 - March 2014
Wells Fargo December 2006 - April 2011
Wells Fargo May 2003 - December 2006
Wells Fargo March 1999 - May 2003
Skills
Loans, Relationship Management, Credit, Small Business Lending, Underwriting, Banking, Commercial Banking, Cash Management, Credit Analysis, Commercial Lending, Consumer Lending, Loan Origination, Mergers & Acquisitions, Lines Of Credit, Portfolio Management, Sales, Retail Banking, Mortgage Lending, Sales Management
Education
Sonoma State University 1997 — 2001
BA, Psychology
BECU March 2014 - Present
Union Bank May 2011 - March 2014
Wells Fargo December 2006 - April 2011
Wells Fargo May 2003 - December 2006
Wells Fargo March 1999 - May 2003
Skills
Loans, Relationship Management, Credit, Small Business Lending, Underwriting, Banking, Commercial Banking, Cash Management, Credit Analysis, Commercial Lending, Consumer Lending, Loan Origination, Mergers & Acquisitions, Lines Of Credit, Portfolio Management, Sales, Retail Banking, Mortgage Lending, Sales Management
Education
Sonoma State University 1997 — 2001
BA, Psychology
Graham Eccles Graham Eccles's Union Bank Experience October 2014 - Present
Job Assistant Loan Officer at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Umpqua Bank October 2012 - September 2014
Umpqua Bank June 2012 - September 2012
Umpqua Bank February 2012 - June 2012
Umpqua Bank April 2010 - January 2012
Washinton Mutual June 2008 - October 2008
Skills
Operations Management, Financial Analysis, Problem Solving, Data Analysis, Close Attention to..., Time Management, Organization, Adaptability, Communication Skills, Microsoft Excel
Education
Seattle University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Washington 2005 — 2007
Associate's degree
Union Bank October 2014 - Present
Umpqua Bank October 2012 - September 2014
Umpqua Bank June 2012 - September 2012
Umpqua Bank February 2012 - June 2012
Umpqua Bank April 2010 - January 2012
Washinton Mutual June 2008 - October 2008
Skills
Operations Management, Financial Analysis, Problem Solving, Data Analysis, Close Attention to..., Time Management, Organization, Adaptability, Communication Skills, Microsoft Excel
Education
Seattle University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Washington 2005 — 2007
Associate's degree
Heather Tymony Heather Tymony's Union Bank Experience December 2002 - April 2010
Job Investment Associate
Industry Investment Management
Experience
U.S. Bank April 2010 - November 2011
Union Bank December 2002 - April 2010
Union Bank September 1997 - December 2002
Bank of America May 1989 - March 1993
Bank of America July 1986 - May 1989
Bank of America September 1984 - July 1986
Bank of America November 1981 - August 1984
Skills
Portfolio Management, Fixed Income, Wealth Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Financial Analysis, Financial Modeling, Banking, Trading, Finance, Rebalancing, Corporate Actions, Account Representative, Account Reconciliation, Small Business Owner, Customer Service
Education
Garfield HS, Seattle
Seattle Central Community College
U.S. Bank April 2010 - November 2011
Union Bank December 2002 - April 2010
Union Bank September 1997 - December 2002
Bank of America May 1989 - March 1993
Bank of America July 1986 - May 1989
Bank of America September 1984 - July 1986
Bank of America November 1981 - August 1984
Skills
Portfolio Management, Fixed Income, Wealth Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Financial Analysis, Financial Modeling, Banking, Trading, Finance, Rebalancing, Corporate Actions, Account Representative, Account Reconciliation, Small Business Owner, Customer Service
Education
Garfield HS, Seattle
Seattle Central Community College
Mark Alberto Yoder Nunez's Union Bank Experience August 2007 - May 2013
Job Diploma In Social Media Marketing
Industry Internet
Experience
Union Bank August 2007 - May 2013
CSI Processing December 2004 - June 2007
Skills
Customer Service, Social Media Marketing, Songs, Songwriting, Stage, Recording, Record Labels, Musicians, Photoshop, Social Media, Diploma In Social Media..., Music, Entertainment, Music Industry, Illustrator, InDesign, Event Management, Graphic Design, Training
Education
Santa Barbara City College 2003 — 2003
Graphic Design, Computer Science
Union Bank August 2007 - May 2013
CSI Processing December 2004 - June 2007
Skills
Customer Service, Social Media Marketing, Songs, Songwriting, Stage, Recording, Record Labels, Musicians, Photoshop, Social Media, Diploma In Social Media..., Music, Entertainment, Music Industry, Illustrator, InDesign, Event Management, Graphic Design, Training
Education
Santa Barbara City College 2003 — 2003
Graphic Design, Computer Science
Kevin Churchill, CFA, CFP®'s Union Bank Experience May 2012 - Present
Job Senior Portfolio Manager, Vice President at Union Bank
Industry Investment Management
Experience
Union Bank May 2012 - Present
Key Bank May 2010 - May 2012
Rainer Group Investment Advisory, LLC July 2002 - December 2009
Rainer Group Investment Advisory, LLC November 1999 - December 2009
Orion First Financial, LLC 2002 - 2009
Frank Russell Company November 1996 - November 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Investments, Equities, Mutual Funds, High Net Worth..., Alternative Investments, Wealth Management
Education
Seattle University 1998 — 2001
Masters, Finance
University of Puget Sound 1990 — 1994
Bachelor's, Business and Computer Science
Union Bank May 2012 - Present
Key Bank May 2010 - May 2012
Rainer Group Investment Advisory, LLC July 2002 - December 2009
Rainer Group Investment Advisory, LLC November 1999 - December 2009
Orion First Financial, LLC 2002 - 2009
Frank Russell Company November 1996 - November 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Investments, Equities, Mutual Funds, High Net Worth..., Alternative Investments, Wealth Management
Education
Seattle University 1998 — 2001
Masters, Finance
University of Puget Sound 1990 — 1994
Bachelor's, Business and Computer Science
Brad Kirk Brad Kirk's Union Bank Experience June 2010 - January 2015
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank January 2015 - Present
Union Bank June 2010 - January 2015
Ellie Mae 2010 - June 2010
Commerce Velocity August 2008 - 2009
RealEC Technologies 2001 - 2008
Hitachi Consulting 1999 - 2001
KPMG High Tech Consulting 1998 - 1999
APL, Ltd. 1992 - 1998
Education
University of Southern California 1995 — 1998
M.B.A., Finance and Marketing
Santa Clara University 1986 — 1990
B.A.
City National Bank January 2015 - Present
Union Bank June 2010 - January 2015
Ellie Mae 2010 - June 2010
Commerce Velocity August 2008 - 2009
RealEC Technologies 2001 - 2008
Hitachi Consulting 1999 - 2001
KPMG High Tech Consulting 1998 - 1999
APL, Ltd. 1992 - 1998
Education
University of Southern California 1995 — 1998
M.B.A., Finance and Marketing
Santa Clara University 1986 — 1990
B.A.
Jill Terry Jill Terry's Union Bank Experience December 2010 - October 2014
Job Internal Content Strategist
Industry Writing and Editing
Experience
Content Savvy January 2015 - Present
Citrix October 2014 - December 2014
Union Bank December 2010 - October 2014
Bank of the West September 2008 - December 2010
InfoWorld January 2007 - September 2008
InfoWorld magazine September 2003 - 2006
assorted January 1998 - September 2003
Cybergold 1999 - 2000
Federal Reserve Bank of San Francisco May 1988 - December 1997
Skills
Internal Communications, Copy Editing, Corporate Communications, Editing, Blogging, Content Management, Copywriting, Newsletters, Content Strategy, Publications, Project Management, Magazines, Marketing, Content Development, Editorial, Web Content, Web Content Management, AP Style, Creative Writing, Strategic Communications, Media Relations, Speech Writing, Crisis Communications, Press Releases, Journalism, Writing, Publishing, Management, Strategy
Education
Simmons College 1979 — 1981
B.A., (dual) English and Retail Management
Clark University 1977 — 1979
International Relations
Content Savvy January 2015 - Present
Citrix October 2014 - December 2014
Union Bank December 2010 - October 2014
Bank of the West September 2008 - December 2010
InfoWorld January 2007 - September 2008
InfoWorld magazine September 2003 - 2006
assorted January 1998 - September 2003
Cybergold 1999 - 2000
Federal Reserve Bank of San Francisco May 1988 - December 1997
Skills
Internal Communications, Copy Editing, Corporate Communications, Editing, Blogging, Content Management, Copywriting, Newsletters, Content Strategy, Publications, Project Management, Magazines, Marketing, Content Development, Editorial, Web Content, Web Content Management, AP Style, Creative Writing, Strategic Communications, Media Relations, Speech Writing, Crisis Communications, Press Releases, Journalism, Writing, Publishing, Management, Strategy
Education
Simmons College 1979 — 1981
B.A., (dual) English and Retail Management
Clark University 1977 — 1979
International Relations
Nicole Allen Nicole Allen's Union Bank Experience December 2012 - March 2014
Job Branch Services Associate II at Bank of Marin
Industry Banking
Experience
Bank of Marin April 2014 - Present
Union Bank December 2012 - March 2014
Union Bank November 2010 - December 2012
JPMorgan Chase October 2008 - November 2010
Washington Mutual October 2006 - October 2008
Skills
Sales Management, Banking, Loans, Credit, Small Business Lending, Training, Credit Analysis, Consumer Lending, Business Development, Finance, Sales, Private Banking, Retail Banking, Building Relationships, Cold Calling, Notary Public, Networking, Customer Service, Compliance, Consulting, Product Knowledge, Community Outreach, Interviews, Financial Audits, Management, Residential Mortgages, Customer Retention, Customer Experience, Aquisition, Driving Growth, Territory..., Strategic Influence, Marketing, Partnerships, Financial Services, Mortgage Banking, Mortgage Lending, Relationship Management, Treasury Management, Cross Selling, Commercial Mortgages, Series 63, Refinance, Operations Management
Education
Santa Rosa Junior College
Associates Degree, Sociology
Bank of Marin April 2014 - Present
Union Bank December 2012 - March 2014
Union Bank November 2010 - December 2012
JPMorgan Chase October 2008 - November 2010
Washington Mutual October 2006 - October 2008
Skills
Sales Management, Banking, Loans, Credit, Small Business Lending, Training, Credit Analysis, Consumer Lending, Business Development, Finance, Sales, Private Banking, Retail Banking, Building Relationships, Cold Calling, Notary Public, Networking, Customer Service, Compliance, Consulting, Product Knowledge, Community Outreach, Interviews, Financial Audits, Management, Residential Mortgages, Customer Retention, Customer Experience, Aquisition, Driving Growth, Territory..., Strategic Influence, Marketing, Partnerships, Financial Services, Mortgage Banking, Mortgage Lending, Relationship Management, Treasury Management, Cross Selling, Commercial Mortgages, Series 63, Refinance, Operations Management
Education
Santa Rosa Junior College
Associates Degree, Sociology
clayton cohn clayton cohn's Union Bank Experience September 2013 - February 2015
Job Branch Manager at US BANK
Industry Banking
Experience
Boys & Girls Club East County June 2015 - Present
US Banccorp March 2015 - Present
Union Bank September 2013 - February 2015
Union Bank August 2007 - September 2013
Union Bank May 2013 - August 2013
Skills
Banking, Loans, Retail Banking, Portfolio Management, Relationship Management, Small Business Lending, Financial Services, Consumer Lending, Customer Service, Risk Management, Credit, Commercial Banking, Cross Selling, Loan Origination, Investments, Sales, Credit Cards, Cash Management, Mortgage Banking, Microsoft Excel, Microsoft Office, Branch Banking, Lines Of Credit, Treasury Management, Commercial Lending, Mortgage Lending, Refinance, Real Estate Economics, SBA, Deposits, Internet Banking, Bank Secrecy Act, KYC, Operational Risk, Home Equity Loans, Home Equity Lines of..., Asset Based Lending, Credit Analysis, Golf, Hardwood Flooring, Management, Leadership, Branch Management
Education
Sonoma State University 2004 — 2006
Bachelor, History
Boys & Girls Club East County June 2015 - Present
US Banccorp March 2015 - Present
Union Bank September 2013 - February 2015
Union Bank August 2007 - September 2013
Union Bank May 2013 - August 2013
Skills
Banking, Loans, Retail Banking, Portfolio Management, Relationship Management, Small Business Lending, Financial Services, Consumer Lending, Customer Service, Risk Management, Credit, Commercial Banking, Cross Selling, Loan Origination, Investments, Sales, Credit Cards, Cash Management, Mortgage Banking, Microsoft Excel, Microsoft Office, Branch Banking, Lines Of Credit, Treasury Management, Commercial Lending, Mortgage Lending, Refinance, Real Estate Economics, SBA, Deposits, Internet Banking, Bank Secrecy Act, KYC, Operational Risk, Home Equity Loans, Home Equity Lines of..., Asset Based Lending, Credit Analysis, Golf, Hardwood Flooring, Management, Leadership, Branch Management
Education
Sonoma State University 2004 — 2006
Bachelor, History
Brian Trujillo Brian Trujillo's Union Bank Experience June 2013 - Present
Job Executive Receptionist II at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
ACTIVE PORT, January 2004 - Present
Visa June 2012 - February 2013
First Republic Bank November 2011 - March 2012
SHUTE, MIHALY & WEINBERGER, ATTORNEYS AT LAW, January 2007 - January 2010
POSITIVE RESOURCE January 1996 - January 2004
CENTER STAGE FOUNDATION January 1992 - January 1996
THE SHARPER IMAGE January 1983 - January 1993
Skills
Receptionist Duties, Administrative..., Calendaring, Telephone Reception, Hotel Booking
Education
Shasta College
Liberal Arts
Westland College
Merchandising
Union Bank June 2013 - Present
ACTIVE PORT, January 2004 - Present
Visa June 2012 - February 2013
First Republic Bank November 2011 - March 2012
SHUTE, MIHALY & WEINBERGER, ATTORNEYS AT LAW, January 2007 - January 2010
POSITIVE RESOURCE January 1996 - January 2004
CENTER STAGE FOUNDATION January 1992 - January 1996
THE SHARPER IMAGE January 1983 - January 1993
Skills
Receptionist Duties, Administrative..., Calendaring, Telephone Reception, Hotel Booking
Education
Shasta College
Liberal Arts
Westland College
Merchandising
Stephen O. Schilling's Union Bank Experience January 2010 - Present
Job Art Director at MUFG Union Bank, N.A.
Industry Graphic Design
Experience
Union Bank January 2010 - Present
Automobile Club of Southern California 2001 - 2008
Southern California Edison 1996 - 2000
Skills
Photoshop, Illustrator
Education
Seattle University
Tukwila
Tukwila
Union Bank January 2010 - Present
Automobile Club of Southern California 2001 - 2008
Southern California Edison 1996 - 2000
Skills
Photoshop, Illustrator
Education
Seattle University
Tukwila
Tukwila
Casey Morse Casey Morse's Union Bank Experience March 2008 - June 2008
Job Operations Analyst at UC Santa Barbara
Industry Financial Services
Experience
UC Santa Barbara April 2013 - Present
EvansHardy+Young, Inc. October 2008 - April 2013
Network Hardware Resale June 2008 - October 2008
Union Bank March 2008 - June 2008
George Ben Page Youth Center January 2003 - June 2008
UC Santa Barbara May 2007 - August 2007
Skills
Customer Service, Client Engagement, Accounting, General Ledger, Cost Analysis, AP/AR, Internal Audit, Tax, Financial Analysis, Market Research, Business Strategy, Social Networking, International Relations, Analysis, Research
Education
UCSB 2005 — 2007
Bachelor of Arts (B.A.), Law & Society
Santa Barbara City College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences
UC Santa Barbara April 2013 - Present
EvansHardy+Young, Inc. October 2008 - April 2013
Network Hardware Resale June 2008 - October 2008
Union Bank March 2008 - June 2008
George Ben Page Youth Center January 2003 - June 2008
UC Santa Barbara May 2007 - August 2007
Skills
Customer Service, Client Engagement, Accounting, General Ledger, Cost Analysis, AP/AR, Internal Audit, Tax, Financial Analysis, Market Research, Business Strategy, Social Networking, International Relations, Analysis, Research
Education
UCSB 2005 — 2007
Bachelor of Arts (B.A.), Law & Society
Santa Barbara City College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences
Owen Munsill Owen Munsill's Union Bank Experience March 2013 - October 2013
Job Seeking new position
Industry Financial Services
Experience
Edward Jones October 2013 - February 2014
Union Bank March 2013 - October 2013
Wells Fargo September 2009 - February 2013
Verizon Wireless July 2008 - August 2009
MetroPCS July 2007 - July 2008
Skills
Retail Banking, Commercial Banking, Cellular Communications, Retail Sales, Team Leadership, Training, Sales, Business Banking, Investment Strategies, Investment Banking, Investment Advisory, Strategic Financial..., Series 7, Series 6, Series 66, Finance, Financial Services, Investments, Risk Management
Education
Sierra College 2006 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Edward Jones October 2013 - February 2014
Union Bank March 2013 - October 2013
Wells Fargo September 2009 - February 2013
Verizon Wireless July 2008 - August 2009
MetroPCS July 2007 - July 2008
Skills
Retail Banking, Commercial Banking, Cellular Communications, Retail Sales, Team Leadership, Training, Sales, Business Banking, Investment Strategies, Investment Banking, Investment Advisory, Strategic Financial..., Series 7, Series 6, Series 66, Finance, Financial Services, Investments, Risk Management
Education
Sierra College 2006 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Robin Beeler Robin Beeler's Union Bank Experience 2012 - Present
Job Financial institution at Union Bank
Industry Nonprofit Organization Management
Experience
Union Bank 2012 - Present
Oparc November 2006 - Present
Education
South Suburban College
Associate of Arts (A.A.), Social Work
Union Bank 2012 - Present
Oparc November 2006 - Present
Education
South Suburban College
Associate of Arts (A.A.), Social Work
Condall Clegg Condall Clegg's Union Bank Experience August 1988 - January 1993
Job Associate Director at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard March 2011 - Present
Hewlett-Packard Financial Services May 2007 - February 2011
Hewlett-Packard January 1999 - May 2007
Avnet August 1997 - December 1998
Avnet April 1994 - July 1997
Seagate Technology February 1993 - March 1994
Union Bank August 1988 - January 1993
Skills
New Business Development, Executive Level..., Business Analysis, Solution Selling, Analytical Skills, Deal Maker, Closing Deals, Strategic Negotiations, Client Engagement, Sales Effectiveness, Client Development, Deal Strategy Execution, Financial Based Selling, Solution Development, Strategic Communications
Education
M.B.A., The University of Texas of the Permian Basin (UTPB) 1980 — 1981
Master of Business Administration
Southern Nazarene University 1974 — 1977
Bachelor of Science (B.S.), Psychology
Hewlett-Packard March 2011 - Present
Hewlett-Packard Financial Services May 2007 - February 2011
Hewlett-Packard January 1999 - May 2007
Avnet August 1997 - December 1998
Avnet April 1994 - July 1997
Seagate Technology February 1993 - March 1994
Union Bank August 1988 - January 1993
Skills
New Business Development, Executive Level..., Business Analysis, Solution Selling, Analytical Skills, Deal Maker, Closing Deals, Strategic Negotiations, Client Engagement, Sales Effectiveness, Client Development, Deal Strategy Execution, Financial Based Selling, Solution Development, Strategic Communications
Education
M.B.A., The University of Texas of the Permian Basin (UTPB) 1980 — 1981
Master of Business Administration
Southern Nazarene University 1974 — 1977
Bachelor of Science (B.S.), Psychology
Jay T. Cowart Jay T. Cowart's Union Bank Experience October 1998 - March 2003
Job Vice President Manager Loan Review at Westamerica Bank
Industry Banking
Experience
Westamerica Bank July 2004 - Present
Union Bank October 1998 - March 2003
Union Bank February 1989 - September 1998
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Loans, Credit Risk, Mortgage Lending, Retail Banking, Commercial Lending, Asset Based Lending, Loan Origination, Consumer Lending, Small Business Lending
Education
Santa Ana College 1964 — 1967
Business Administration and Management, General
Westamerica Bank July 2004 - Present
Union Bank October 1998 - March 2003
Union Bank February 1989 - September 1998
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Loans, Credit Risk, Mortgage Lending, Retail Banking, Commercial Lending, Asset Based Lending, Loan Origination, Consumer Lending, Small Business Lending
Education
Santa Ana College 1964 — 1967
Business Administration and Management, General
Naveed Memon's Union Bank Experience May 2003 - September 2003
Job Cofounder at WebHR Inc.
Industry Computer Software
Experience
WebHR Inc. December 2010 - Present
Verge Systems April 2006 - Present
Arteworks SEO February 2004 - Present
Speedway SuperAmerica LLC March 2005 - March 2006
University of Minnesota Duluth 2004 - 2005
Union Bank May 2003 - September 2003
BP June 2002 - August 2002
Skills
MySQL, .NET, PHP, Microsoft SQL Server, C#, ASP.NET, JavaScript, Java, Software Development, XML, AJAX, HTML, Web Development, Web Applications, Programming, Team Management, SQL, VB.NET, OOP, Oracle, Databases, jQuery, CSS
Education
University of Minnesota Duluth 2003 — 2004
B.S, Computer Science
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2000 — 2002
BCS, Computer Science
WebHR Inc. December 2010 - Present
Verge Systems April 2006 - Present
Arteworks SEO February 2004 - Present
Speedway SuperAmerica LLC March 2005 - March 2006
University of Minnesota Duluth 2004 - 2005
Union Bank May 2003 - September 2003
BP June 2002 - August 2002
Skills
MySQL, .NET, PHP, Microsoft SQL Server, C#, ASP.NET, JavaScript, Java, Software Development, XML, AJAX, HTML, Web Development, Web Applications, Programming, Team Management, SQL, VB.NET, OOP, Oracle, Databases, jQuery, CSS
Education
University of Minnesota Duluth 2003 — 2004
B.S, Computer Science
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2000 — 2002
BCS, Computer Science
Tamra Bidegary Tamra Bidegary's Union Bank Experience January 2007 - September 2012
Job Senior Marketing Manager MARCOM at Charles Schwab
Industry Banking
Experience
Bank of the West November 2014 - Present
Charles Schwab September 2012 - November 2014
Union Bank January 2007 - September 2012
Bridger Commercial Funding 2005 - 2007
Holland-Parlette Associates January 2004 - November 2005
Southwest Airlines 2001 - 2003
Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Integrated Marketing, Direct Marketing, Advertising, Online Marketing, Public Relations, Marketing Management, Brand Management, Event Management, Corporate Communications, Vendor Management, Strategic Planning, Business Strategy, New Business Development, Lead Generation, Project Management, Email Marketing, Market Research, Cross-functional Team..., Budgets, Negotiation, Risk Management, Analytics, Business Development, Sales, Microsoft Excel, Strategy, Competitive Analysis, Financial Analysis, Management, Social Media Marketing
Education
National Holistic Institute 2009 — 2010
CMT, Sports Therapy Rehabilitation
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Marketing
Albert M Lowry High School 1996 — 1999
Bachelor of Science (B.S.), Marketing
Bank of the West November 2014 - Present
Charles Schwab September 2012 - November 2014
Union Bank January 2007 - September 2012
Bridger Commercial Funding 2005 - 2007
Holland-Parlette Associates January 2004 - November 2005
Southwest Airlines 2001 - 2003
Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Integrated Marketing, Direct Marketing, Advertising, Online Marketing, Public Relations, Marketing Management, Brand Management, Event Management, Corporate Communications, Vendor Management, Strategic Planning, Business Strategy, New Business Development, Lead Generation, Project Management, Email Marketing, Market Research, Cross-functional Team..., Budgets, Negotiation, Risk Management, Analytics, Business Development, Sales, Microsoft Excel, Strategy, Competitive Analysis, Financial Analysis, Management, Social Media Marketing
Education
National Holistic Institute 2009 — 2010
CMT, Sports Therapy Rehabilitation
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Marketing
Albert M Lowry High School 1996 — 1999
Bachelor of Science (B.S.), Marketing
Yangyang Zhan, CPA Yangyang Zhan, CPA's Union Bank Experience May 2010 - August 2010
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2013 - Present
KPMG US August 2011 - June 2013
Union Bank May 2010 - August 2010
The Nielsen Company May 2009 - July 2009
GMAC-SAIC August 2008 - September 2008
China Mobile Communication Corporation July 2008 - August 2008
Yanlord Land Group Limited August 2007 - August 2007
Skills
Auditing, US GAAP, Financial Reporting, Finance, Accounting, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Variance Analysis, Financial Statements, GAAP
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
Master, Accountancy
Shanghai International Studies University 2005 — 2009
Bachelor, Accounting
Weiyu High School
KPMG US July 2013 - Present
KPMG US August 2011 - June 2013
Union Bank May 2010 - August 2010
The Nielsen Company May 2009 - July 2009
GMAC-SAIC August 2008 - September 2008
China Mobile Communication Corporation July 2008 - August 2008
Yanlord Land Group Limited August 2007 - August 2007
Skills
Auditing, US GAAP, Financial Reporting, Finance, Accounting, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Variance Analysis, Financial Statements, GAAP
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
Master, Accountancy
Shanghai International Studies University 2005 — 2009
Bachelor, Accounting
Weiyu High School
David Mattox David Mattox's Union Bank Experience 2012 - Present
Job Director Senior Systems Manager at Union Bank
Industry Information Technology and Services
Experience
Union Bank 2012 - Present
Union Bank February 2009 - February 2012
Union Bank November 2005 - February 2009
Miller Electric of Orange October 2001 - November 2005
Thunder River March 2001 - September 2001
Unitech Research, Inc April 2000 - March 2001
Axiom Biotechnologies June 1998 - April 2000
Skills
Software Documentation, SDLC, Solution Architecture, Testing, Java, COBOL, IT Management, SOA, Visio, Software Project..., Agile Methodologies, Vendor Management, Unix, Business Intelligence, .NET, Scrum, C++, C, Assembler, Visual Studio, Eclipse, Oracle, Web Services, WebSphere MQ, Microsoft SQL Server, Technical Project Lea, Offshore Resource..., 24x7 Production Support, x86 Assembly, MIPS Assembly, IA-64 Assembly, Unix Development, SQL Server, 386EX, Electronics Hardware..., Embedded Systems, Software Development, Databases, SQL, Integration, Requirements Analysis, Written & Verbal..., Business Analysis, Process Improvement, Project Management, Enterprise Architecture, Banking
Education
University of California, San Diego 1997 — 1999
Bachelor of Arts (B.A.), Computer Science, 3.4
UC Irvine, Extension 2007 — 2015
Information Technologies, 4.0
Santa Ana College 1995 — 1997
Associate of Arts (AA), Computer Science, 3.63
Santa Ana College 1995 — 1997
Associate of Arts (AA), Mathematics, 3.63
Santa Ana College 1995 — 1997
Associate of Arts (AA), Economics, 3.63
Santa Ana College 1995 — 1997
Associate of Arts (AA), Liberal Arts, 3.63
Union Bank 2012 - Present
Union Bank February 2009 - February 2012
Union Bank November 2005 - February 2009
Miller Electric of Orange October 2001 - November 2005
Thunder River March 2001 - September 2001
Unitech Research, Inc April 2000 - March 2001
Axiom Biotechnologies June 1998 - April 2000
Skills
Software Documentation, SDLC, Solution Architecture, Testing, Java, COBOL, IT Management, SOA, Visio, Software Project..., Agile Methodologies, Vendor Management, Unix, Business Intelligence, .NET, Scrum, C++, C, Assembler, Visual Studio, Eclipse, Oracle, Web Services, WebSphere MQ, Microsoft SQL Server, Technical Project Lea, Offshore Resource..., 24x7 Production Support, x86 Assembly, MIPS Assembly, IA-64 Assembly, Unix Development, SQL Server, 386EX, Electronics Hardware..., Embedded Systems, Software Development, Databases, SQL, Integration, Requirements Analysis, Written & Verbal..., Business Analysis, Process Improvement, Project Management, Enterprise Architecture, Banking
Education
University of California, San Diego 1997 — 1999
Bachelor of Arts (B.A.), Computer Science, 3.4
UC Irvine, Extension 2007 — 2015
Information Technologies, 4.0
Santa Ana College 1995 — 1997
Associate of Arts (AA), Computer Science, 3.63
Santa Ana College 1995 — 1997
Associate of Arts (AA), Mathematics, 3.63
Santa Ana College 1995 — 1997
Associate of Arts (AA), Economics, 3.63
Santa Ana College 1995 — 1997
Associate of Arts (AA), Liberal Arts, 3.63
Troy Holtzinger, CIMA®, CFS® Troy Holtzinger, CIMA®, CFS®'s Union Bank Experience November 2009 - November 2010
Job Product Marketing and Relationship Mangement Leader
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Union Bank November 2009 - November 2010
Wells Fargo Advantage Funds October 2004 - October 2009
Atlas Funds, Inc. September 2002 - September 2004
American Express Financial Advisors January 2002 - September 2002
Hendrick Automotive Group August 1998 - December 2001
Stargate P.C. August 1996 - September 1998
Skills
CRM, Strategy, Product Marketing, Financial Services, Management, Budgets, Portfolio Management, Analysis, Business Strategy, Marketing
Education
University of San Francisco
Bachelor of Science (B.S.), Applied Economics
University of Pennsylvania, Wharton Executive Education
Sonoma State University
Wells Fargo November 2010 - Present
Union Bank November 2009 - November 2010
Wells Fargo Advantage Funds October 2004 - October 2009
Atlas Funds, Inc. September 2002 - September 2004
American Express Financial Advisors January 2002 - September 2002
Hendrick Automotive Group August 1998 - December 2001
Stargate P.C. August 1996 - September 1998
Skills
CRM, Strategy, Product Marketing, Financial Services, Management, Budgets, Portfolio Management, Analysis, Business Strategy, Marketing
Education
University of San Francisco
Bachelor of Science (B.S.), Applied Economics
University of Pennsylvania, Wharton Executive Education
Sonoma State University
Lynn Stinson's Union Bank Experience December 2012 - Present
Job Vice President, Customer Resolution, Operations at Union Bank
Industry Financial Services
Experience
Union Bank December 2012 - Present
Union Bank July 2010 - December 2012
Trust Deed Managers, Inc. & Obra Managers, Inc. June 2007 - July 2010
Financial Title Company March 2006 - June 2007
Guaranty Bank August 1998 - March 2006
Stargroup Enterprise 1981 - 1982
Skills
Banking, Applicant Tracking..., CRM, Business Development, Credit, Customer Service, Direct Sales, Finance, Financial Services, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Mortgage Lending, Operations Management, Public Relations, Real Estate, Risk Management, Sales, Start-ups, Strategic Planning, Time Management, Commercial Banking, Credit Analysis, Credit Risk, Event Planning, Portfolio Management, Process Improvement, Retail Banking, Security, Strategy, Team Building, Small Business Lending, Investments, FHA
Education
San Diego Employers Association 1997 — 1999
Human Resource Management
Clairemont High School
Santa Rosa Junior College
Real estate Principals
University of California, San Diego
Human Resource Management
Union Bank December 2012 - Present
Union Bank July 2010 - December 2012
Trust Deed Managers, Inc. & Obra Managers, Inc. June 2007 - July 2010
Financial Title Company March 2006 - June 2007
Guaranty Bank August 1998 - March 2006
Stargroup Enterprise 1981 - 1982
Skills
Banking, Applicant Tracking..., CRM, Business Development, Credit, Customer Service, Direct Sales, Finance, Financial Services, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Mortgage Lending, Operations Management, Public Relations, Real Estate, Risk Management, Sales, Start-ups, Strategic Planning, Time Management, Commercial Banking, Credit Analysis, Credit Risk, Event Planning, Portfolio Management, Process Improvement, Retail Banking, Security, Strategy, Team Building, Small Business Lending, Investments, FHA
Education
San Diego Employers Association 1997 — 1999
Human Resource Management
Clairemont High School
Santa Rosa Junior College
Real estate Principals
University of California, San Diego
Human Resource Management
Carol Joelee Magazino Carol Joelee Magazino's Union Bank Experience April 1980 - February 1981
Job CFO at National Arbor Service
Industry Accounting
Experience
National Arbor Service April 1992 - Present
Dr. Ross Prout April 1981 - July 1983
Union Bank April 1980 - February 1981
Skills
Accounting, Financial Management, Transcription, Managerial Finance, Financial Reporting, Budgets, Investments, Small Business, QuickBooks, Cash Flow, Asset Management, Invoicing, Expenses, Financial Accounting, Internal Controls, Cash Management, Cost Accounting, GAAP, Public Speaking, Social Media, Leadership, Editing, Strategic Planning, Customer Service, Research, Teaching
Education
Santa Barbara City College 1971 — 1973
AA degree, Dental Program w/general prereq.
Dos Pueblos High School
National Arbor Service April 1992 - Present
Dr. Ross Prout April 1981 - July 1983
Union Bank April 1980 - February 1981
Skills
Accounting, Financial Management, Transcription, Managerial Finance, Financial Reporting, Budgets, Investments, Small Business, QuickBooks, Cash Flow, Asset Management, Invoicing, Expenses, Financial Accounting, Internal Controls, Cash Management, Cost Accounting, GAAP, Public Speaking, Social Media, Leadership, Editing, Strategic Planning, Customer Service, Research, Teaching
Education
Santa Barbara City College 1971 — 1973
AA degree, Dental Program w/general prereq.
Dos Pueblos High School
Laurie Ann Curtis Laurie Ann Curtis's Union Bank Experience 2010 - 2014
Job at Union Bank
Industry Banking
Experience
Hastings City Bank 2014 - Present
Union Bank 2010 - 2014
YMCA 2011 - 2011
Vander Ploeg Bergakker & Associates November 2007 - 2010
Felpausch 1988 - 2007
G & R Felpausch Company 1988 - 2007
Hastings Aluminum Products 1982 - 1984
Education
Siena Heights University
Bachelor of Arts (B.A.), Accountig
Hastings City Bank 2014 - Present
Union Bank 2010 - 2014
YMCA 2011 - 2011
Vander Ploeg Bergakker & Associates November 2007 - 2010
Felpausch 1988 - 2007
G & R Felpausch Company 1988 - 2007
Hastings Aluminum Products 1982 - 1984
Education
Siena Heights University
Bachelor of Arts (B.A.), Accountig
Mohsen Farry's Union Bank Experience June 2010 - January 2011
Job Sr. Technical Program Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2014 - Present
Comprehensive Software Technology Corporation (CSTC) July 1996 - Present
National Mortgage Insurance Corporation - "National MI" December 2013 - August 2014
Bank of America September 2012 - December 2013
Farmers Insurance Group of Companies April 2012 - August 2012
On Assignment June 2011 - April 2012
Union Bank June 2010 - January 2011
Bank Of America April 2009 - January 2010
Countrywide Financial May 2007 - April 2009
Countrywide Financial September 2002 - May 2007
Skills
SDLC, Cloud Computing, Project Management, Team Building, Leadership, Organization, Software Development, Business Process..., Program Management, Integration, Microsoft SQL Server, Business Process, Vendor Management, Management, Agile Methodologies, Executive Management, Data Warehousing, Enterprise Architecture, Quality Assurance, Business Intelligence, Testing, Oracle, Business Analysis, IT Strategy, XML, Project Portfolio..., E-commerce, Team Management, Software Project..., IT Management, Consulting, .NET, Information Technology, Systems Analysis
Education
University of California, Los Angeles 1979 — 1984
Completed Ph.D. coursework and exams, Computer Architecture and Communication
University of Michigan 1977 — 1979
Master of Science Degree, Electronics and Computer Engineering
Philips International Institute 1978 — 1978
Electronics Design Engineer, Electronics Design Engineering
Sharif University of Technology 1972 — 1977
Bachelor's Degree, Electrical Engineering
Bank of America August 2014 - Present
Comprehensive Software Technology Corporation (CSTC) July 1996 - Present
National Mortgage Insurance Corporation - "National MI" December 2013 - August 2014
Bank of America September 2012 - December 2013
Farmers Insurance Group of Companies April 2012 - August 2012
On Assignment June 2011 - April 2012
Union Bank June 2010 - January 2011
Bank Of America April 2009 - January 2010
Countrywide Financial May 2007 - April 2009
Countrywide Financial September 2002 - May 2007
Skills
SDLC, Cloud Computing, Project Management, Team Building, Leadership, Organization, Software Development, Business Process..., Program Management, Integration, Microsoft SQL Server, Business Process, Vendor Management, Management, Agile Methodologies, Executive Management, Data Warehousing, Enterprise Architecture, Quality Assurance, Business Intelligence, Testing, Oracle, Business Analysis, IT Strategy, XML, Project Portfolio..., E-commerce, Team Management, Software Project..., IT Management, Consulting, .NET, Information Technology, Systems Analysis
Education
University of California, Los Angeles 1979 — 1984
Completed Ph.D. coursework and exams, Computer Architecture and Communication
University of Michigan 1977 — 1979
Master of Science Degree, Electronics and Computer Engineering
Philips International Institute 1978 — 1978
Electronics Design Engineer, Electronics Design Engineering
Sharif University of Technology 1972 — 1977
Bachelor's Degree, Electrical Engineering
Dan Bronfman Dan Bronfman's Union Bank Experience September 1986 - January 1994
Job TaxExempt Financing for Capital Projects
Industry Financial Services
Experience
Growth Capital Associates, Inc. February 1995 - Present
Gruma Corporation January 1994 - February 1995
Union Bank September 1986 - January 1994
Ernst & Young 1985 - 1986
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA, Finance
Sonoma State University 1981 — 1984
BA, Economics
Growth Capital Associates, Inc. February 1995 - Present
Gruma Corporation January 1994 - February 1995
Union Bank September 1986 - January 1994
Ernst & Young 1985 - 1986
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA, Finance
Sonoma State University 1981 — 1984
BA, Economics
Patrick J Thor's Union Bank Experience March 2009 - November 2011
Job Investment Advisor, CUSO Financial Services, L.P., at San Mateo Credit Union
Industry Financial Services
Experience
San Mateo Credit Union May 2012 - Present
Union Bank March 2009 - November 2011
World Savings Bank/Atlas Securities January 2004 - May 2008
United States Marine Corps December 1992 - December 1996
Education
San Jose State University 2001 — 2003
Bachelor of Arts (B.A.), Philosophy
San Mateo Credit Union May 2012 - Present
Union Bank March 2009 - November 2011
World Savings Bank/Atlas Securities January 2004 - May 2008
United States Marine Corps December 1992 - December 1996
Education
San Jose State University 2001 — 2003
Bachelor of Arts (B.A.), Philosophy
Dina Mek Dina Mek's Union Bank Experience March 2011 - July 2015
Job Sr. Mortgage Consultant
Industry Financial Services
Experience
Citi August 2015 - Present
Union Bank March 2011 - July 2015
Bank of America May 2010 - March 2011
Washington Mutual, Inc. November 2008 - May 2010
Countrywide Home Loans November 2004 - November 2008
Wells Fargo Home Mortgage October 2001 - March 2004
Dean Witter January 1999 - October 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Residential Mortgages, Banking, FHA financing, Investments, Real Estate, Estate Planning, Retirement, Process Improvement, Financial Structuring, Negotiation, FHA, Bloomberg Terminal, Economics, FHA Financing, Finance, Real Estate Economics, Investment Properties
Education
Seattle Pacific University - School of Business and Economics 1995 — 1999
B.S., Political Science and Economics
Citi August 2015 - Present
Union Bank March 2011 - July 2015
Bank of America May 2010 - March 2011
Washington Mutual, Inc. November 2008 - May 2010
Countrywide Home Loans November 2004 - November 2008
Wells Fargo Home Mortgage October 2001 - March 2004
Dean Witter January 1999 - October 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Residential Mortgages, Banking, FHA financing, Investments, Real Estate, Estate Planning, Retirement, Process Improvement, Financial Structuring, Negotiation, FHA, Bloomberg Terminal, Economics, FHA Financing, Finance, Real Estate Economics, Investment Properties
Education
Seattle Pacific University - School of Business and Economics 1995 — 1999
B.S., Political Science and Economics
Lia Economopoulos Lia Economopoulos's Union Bank Experience April 2010 - January 2015
Job Vice President, Relationship Manager at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco January 2015 - Present
Union Bank April 2010 - January 2015
Tamalpais Bank October 2004 - April 2010
Bank of America October 1993 - June 2004
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Branch Management, Relationship Management, Credit, Retail Banking, Loans, Banking, Lines Of Credit, Cash Management, Risk Management, Business Relationship..., Operational Risk, Loan Origination, Mortgage Banking
Education
Sonoma State University 1993 — 1996
Business Administration
Bank of San Francisco January 2015 - Present
Union Bank April 2010 - January 2015
Tamalpais Bank October 2004 - April 2010
Bank of America October 1993 - June 2004
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Branch Management, Relationship Management, Credit, Retail Banking, Loans, Banking, Lines Of Credit, Cash Management, Risk Management, Business Relationship..., Operational Risk, Loan Origination, Mortgage Banking
Education
Sonoma State University 1993 — 1996
Business Administration
Aaron Foster Aaron Foster's Union Bank Experience May 2014 - August 2014
Job Associate, Brokerage Service Rep at Charles Schwab
Industry Higher Education
Experience
Charles Schwab March 2015 - June 2015
Costco Wholesale November 2014 - March 2015
Union Bank May 2014 - August 2014
Union Bank July 2013 - May 2014
Travis Credit Union May 2012 - June 2013
Starbucks May 2009 - May 2012
Education
San Jose State University 2013 — 2015
Bachelor of Science (BS), Finance, General, N/A
Solano Community College 2009 — 2013
Associate's degree, Business Administration, General & Social Sciences, 3.2
Angelo Rodriguez high school 2005 — 2009
High School Diploma, General Studies, 3.60
Charles Schwab March 2015 - June 2015
Costco Wholesale November 2014 - March 2015
Union Bank May 2014 - August 2014
Union Bank July 2013 - May 2014
Travis Credit Union May 2012 - June 2013
Starbucks May 2009 - May 2012
Education
San Jose State University 2013 — 2015
Bachelor of Science (BS), Finance, General, N/A
Solano Community College 2009 — 2013
Associate's degree, Business Administration, General & Social Sciences, 3.2
Angelo Rodriguez high school 2005 — 2009
High School Diploma, General Studies, 3.60
Jeannie (Vaughan) Zurkirchen's Union Bank Experience May 2010 - August 2010
Job International Business/Master of Science in International Management, BBA Finance/Merchandising & Analysis for DKNY
Industry Retail
Experience
Montecito Village Realty Group August 2015 - Present
The Donna Karan Company, LLC. August 2014 - Present
Bloomingdale's February 2014 - August 2014
VF Corporation October 2011 - July 2012
Union Bank May 2010 - August 2010
Montecito Village Realty Group May 2007 - August 2007
Skills
Market Research, Social Media, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Entrepreneurship, Microsoft Word, Financial Analysis, Marketing Strategy, Financial Reporting, Presentations, Analysis, Retail, Forecasting, Social Networking, Finance, Research, Public Speaking, Business Planning, Private Banking, Financial Services, Data Entry, Cognos, JBA, P&L Analysis, Retail Math
Education
The Taylor Institute of Switzerland 2012 — 2013
Master of Science in International Management
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance; minor in Philosophy
Franklin College Switzerland 2009 — 2009
Environmental Studies
Montecito Village Realty Group August 2015 - Present
The Donna Karan Company, LLC. August 2014 - Present
Bloomingdale's February 2014 - August 2014
VF Corporation October 2011 - July 2012
Union Bank May 2010 - August 2010
Montecito Village Realty Group May 2007 - August 2007
Skills
Market Research, Social Media, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Entrepreneurship, Microsoft Word, Financial Analysis, Marketing Strategy, Financial Reporting, Presentations, Analysis, Retail, Forecasting, Social Networking, Finance, Research, Public Speaking, Business Planning, Private Banking, Financial Services, Data Entry, Cognos, JBA, P&L Analysis, Retail Math
Education
The Taylor Institute of Switzerland 2012 — 2013
Master of Science in International Management
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance; minor in Philosophy
Franklin College Switzerland 2009 — 2009
Environmental Studies
Douglas Gale Douglas Gale's Union Bank Experience October 2007 - December 2011
Job Executive Director at UBS
Industry Banking
Experience
UBS November 2011 - Present
Union Bank October 2007 - December 2011
Citibank Texas, N.A. January 2003 - October 2007
Tetra Tech EM Inc. June 1998 - July 2000
Education
Southern Methodist University 2000 — 2002
MBA, Finance
The University of Texas at Austin 1992 — 1997
Geology, Hydrogeology
UBS November 2011 - Present
Union Bank October 2007 - December 2011
Citibank Texas, N.A. January 2003 - October 2007
Tetra Tech EM Inc. June 1998 - July 2000
Education
Southern Methodist University 2000 — 2002
MBA, Finance
The University of Texas at Austin 1992 — 1997
Geology, Hydrogeology
Izzy Cruz Izzy Cruz's Union Bank Experience March 2008 - March 2013
Job Bookkeeper
Industry Accounting
Experience
Cruzbooks.wix.com/cruz-bookkeeping December 2013 - Present
Kramer & Kramer, Attorneys at Law August 2013 - Present
www.chloeandisabel.com/boutique/izzycruz November 2012 - Present
Union Bank March 2008 - March 2013
Skills
Accounting Assistant, General Administrative..., Merchandising, Visual Merchandising, Trend, Fashion, Textiles, Apparel, Wovens, Photography, Trend Analysis, Jewelry, Styling, Jewelry Design, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Sales, Wholesale, Customer Service, Retail
Education
West Los Angeles College 2013 — 2013
WLA Extension Courses - Bookkeeping
Santa Monica College
Business/Commerce, General
UCLA
E-Commerce/Electronic Commerce
PUCRGS/Brazil
Social Communication
Cruzbooks.wix.com/cruz-bookkeeping December 2013 - Present
Kramer & Kramer, Attorneys at Law August 2013 - Present
www.chloeandisabel.com/boutique/izzycruz November 2012 - Present
Union Bank March 2008 - March 2013
Skills
Accounting Assistant, General Administrative..., Merchandising, Visual Merchandising, Trend, Fashion, Textiles, Apparel, Wovens, Photography, Trend Analysis, Jewelry, Styling, Jewelry Design, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Sales, Wholesale, Customer Service, Retail
Education
West Los Angeles College 2013 — 2013
WLA Extension Courses - Bookkeeping
Santa Monica College
Business/Commerce, General
UCLA
E-Commerce/Electronic Commerce
PUCRGS/Brazil
Social Communication
Robin Sjolund Robin Sjolund's Union Bank Experience March 2011 - Present
Job V.P. / Branch Manager at Union Bank
Industry Banking
Experience
Union Bank March 2011 - Present
Union Bank March 2011 - Present
Wells Fargo July 1985 - March 2011
Wells Fargo 1985 - 2011
Skills
Sales Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Team Building, Strategic Planning, Customer Service, Account Management, Retail Banking, Consumer Lending
Education
Shoreline Community College
Union Bank March 2011 - Present
Union Bank March 2011 - Present
Wells Fargo July 1985 - March 2011
Wells Fargo 1985 - 2011
Skills
Sales Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Team Building, Strategic Planning, Customer Service, Account Management, Retail Banking, Consumer Lending
Education
Shoreline Community College
Christine Kiely Christine Kiely's Union Bank Experience January 2011 - October 2013
Job Account Executive at AppleOne Employment Services
Industry Human Resources
Experience
AppleOne Employment Services May 2014 - Present
ICW Group November 2013 - May 2014
Union Bank January 2011 - October 2013
B-Line, LLC January 2009 - August 2010
Washington Mutual February 2007 - December 2008
Skills
Human Resources, Onboarding, Recruiting, Employee Relations, Applicant Tracking..., Talent Acquisition, College Recruiting, Taleo, Technical Recruiting, HRIS, Benefits Administration, Leadership, Personnel Management, New Hire Orientations, Internet Recruiting, Interviews, Management, Screening Resumes, SDLC, PeopleSoft, Sourcing, Benefits Negotiation, Hiring, Succession Planning, Employee Engagement, Employee Benefits, Employer Branding, HR Policies
Education
Seattle University 2001 — 2005
BA in Liberal Studies, Biology, Theology
AppleOne Employment Services May 2014 - Present
ICW Group November 2013 - May 2014
Union Bank January 2011 - October 2013
B-Line, LLC January 2009 - August 2010
Washington Mutual February 2007 - December 2008
Skills
Human Resources, Onboarding, Recruiting, Employee Relations, Applicant Tracking..., Talent Acquisition, College Recruiting, Taleo, Technical Recruiting, HRIS, Benefits Administration, Leadership, Personnel Management, New Hire Orientations, Internet Recruiting, Interviews, Management, Screening Resumes, SDLC, PeopleSoft, Sourcing, Benefits Negotiation, Hiring, Succession Planning, Employee Engagement, Employee Benefits, Employer Branding, HR Policies
Education
Seattle University 2001 — 2005
BA in Liberal Studies, Biology, Theology
Gabriel Manriquez Gabriel Manriquez's Union Bank Experience September 2001 - September 2003
Job
Industry Nonprofit Organization Management
Experience
YMCA of Greater Seattle December 2013 - Present
Access Inc. February 2008 - July 2013
YMCA of San Diego County November 2006 - December 2007
UC Santa Cruz March 2006 - September 2006
UC Santa Cruz June 2005 - September 2005
Santa Cruz County Office of Education September 2004 - June 2005
UC San Diego August 2004 - September 2004
Union Bank September 2001 - September 2003
Skills
Research, Public Speaking, Microsoft Office, Customer Service, Teaching, Editing, Windows, Nonprofits, Event Planning, Event Management, Public Relations, Youth Development, Leadership, Case Managment, Conflict Resolution, Inspiring People, Community Outreach, Fundraising, Case Management
Education
Seattle University 2013 — 2015
Masters, Nonprofit Leadership
University of California, Santa Cruz 2003 — 2005
Bachelor's degree, Pschology, Minor in Education
Southwestern College 2001 — 2003
Associate's degree, Transfer Studies
YMCA of Greater Seattle December 2013 - Present
Access Inc. February 2008 - July 2013
YMCA of San Diego County November 2006 - December 2007
UC Santa Cruz March 2006 - September 2006
UC Santa Cruz June 2005 - September 2005
Santa Cruz County Office of Education September 2004 - June 2005
UC San Diego August 2004 - September 2004
Union Bank September 2001 - September 2003
Skills
Research, Public Speaking, Microsoft Office, Customer Service, Teaching, Editing, Windows, Nonprofits, Event Planning, Event Management, Public Relations, Youth Development, Leadership, Case Managment, Conflict Resolution, Inspiring People, Community Outreach, Fundraising, Case Management
Education
Seattle University 2013 — 2015
Masters, Nonprofit Leadership
University of California, Santa Cruz 2003 — 2005
Bachelor's degree, Pschology, Minor in Education
Southwestern College 2001 — 2003
Associate's degree, Transfer Studies
Tara Hurley Tara Hurley's Union Bank Experience October 2010 - February 2012
Job Certified Massage Therapist
Industry Health, Wellness and Fitness
Experience
Tustin Bodywork Bistro April 2015 - Present
Hand and Stone Massage and Facial Spa April 2014 - April 2015
Bob Garrett State Farm Insurance February 2012 - January 2014
Union Bank October 2010 - February 2012
JPMorgan Chase April 2005 - October 2010
Skills
Amazing customer..., Credit, Management, Banking, Consumer Lending, Customer Service, Insurance, Loan Origination, Mortgage Banking, New Business Development, Sales
Education
Santa Ana College 2002 — 2006
Tustin Bodywork Bistro April 2015 - Present
Hand and Stone Massage and Facial Spa April 2014 - April 2015
Bob Garrett State Farm Insurance February 2012 - January 2014
Union Bank October 2010 - February 2012
JPMorgan Chase April 2005 - October 2010
Skills
Amazing customer..., Credit, Management, Banking, Consumer Lending, Customer Service, Insurance, Loan Origination, Mortgage Banking, New Business Development, Sales
Education
Santa Ana College 2002 — 2006
Ashley Keels Ashley Keels's Union Bank Experience April 2011 - February 2012
Job Entrepreneur
Industry Management Consulting
Experience
OfficeTeam September 2015 - Present
Sheraton Hotels & Resorts October 2013 - September 2015
Union Bank April 2011 - February 2012
Chase November 2007 - April 2011
Victoria's Secret October 2003 - August 2007
Skills
Consumer Lending, Credit, Small Business Lending, Loans, Cross Selling
Education
Seattle University 2013 — 2015
Bachelor of Arts (B.A.), Political Science
OfficeTeam September 2015 - Present
Sheraton Hotels & Resorts October 2013 - September 2015
Union Bank April 2011 - February 2012
Chase November 2007 - April 2011
Victoria's Secret October 2003 - August 2007
Skills
Consumer Lending, Credit, Small Business Lending, Loans, Cross Selling
Education
Seattle University 2013 — 2015
Bachelor of Arts (B.A.), Political Science
Cally Timm Cally Timm's Union Bank Experience November 2014 - Present
Job Procedure Writer at Union Bank
Industry Writing and Editing
Experience
Union Bank November 2014 - Present
Meraquas of Irvine Synchronize Swimming June 2013 - Present
Atlantis Aquatics May 2011 - August 2011
Cerritos synchronettes May 2009 - August 2010
Skills
Research, Meet Deadlines, water polo, synchronized swimming, Editing, Microsoft Excel, Microsoft Word, Reading, Writing, Creative Writing, Poetry
Education
Siena College 2009 — 2013
Bachelor's degree, English Language and Literature, General
Union Bank November 2014 - Present
Meraquas of Irvine Synchronize Swimming June 2013 - Present
Atlantis Aquatics May 2011 - August 2011
Cerritos synchronettes May 2009 - August 2010
Skills
Research, Meet Deadlines, water polo, synchronized swimming, Editing, Microsoft Excel, Microsoft Word, Reading, Writing, Creative Writing, Poetry
Education
Siena College 2009 — 2013
Bachelor's degree, English Language and Literature, General
Siobhan Lucas Siobhan Lucas's Union Bank Experience August 2010 - January 2013
Job Senior Corporate AML Specialist
Industry Financial Services
Experience
Union Bank August 2010 - January 2013
PrO Unlimited April 2009 - July 2009
Deutsche Bank June 2006 - August 2008
Bear Stearns November 2004 - June 2006
Boiler Law Firm June 2003 - May 2004
Internal Revenue Service, Office of Chief Counsel June 2003 - September 2003
Clement, Fitzpatrick, and Kenworthy June 1999 - July 2001
Skills
AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, KYC, Due Diligence, Fraud, Risk Management, Legal Research, Legal Writing, Financial Risk, Private Banking, Internal Audit, Anti Money Laundering, Sanction, Operational Risk, Commercial Banking, Corporate Governance, Financial Services, Loans, Operational Risk...
Education
University of Oregon School of Law
JD, Law
Sonoma State University
BA, Double Major: Philosophy and Gender Studies
Union Bank August 2010 - January 2013
PrO Unlimited April 2009 - July 2009
Deutsche Bank June 2006 - August 2008
Bear Stearns November 2004 - June 2006
Boiler Law Firm June 2003 - May 2004
Internal Revenue Service, Office of Chief Counsel June 2003 - September 2003
Clement, Fitzpatrick, and Kenworthy June 1999 - July 2001
Skills
AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, KYC, Due Diligence, Fraud, Risk Management, Legal Research, Legal Writing, Financial Risk, Private Banking, Internal Audit, Anti Money Laundering, Sanction, Operational Risk, Commercial Banking, Corporate Governance, Financial Services, Loans, Operational Risk...
Education
University of Oregon School of Law
JD, Law
Sonoma State University
BA, Double Major: Philosophy and Gender Studies
Diane Haag NMLS 502199 Diane Haag NMLS 502199's Union Bank Experience February 2012 - June 2014
Job Jumbo, Construction, and Conforming Residential Mortgage Expert at Umpqua Bank
Industry Financial Services
Experience
Umpqua Bank February 2015 - Present
EverBank June 2014 - February 2015
Union Bank February 2012 - June 2014
U.S. Bank January 2010 - January 2012
Prospect Mortgage, LLC November 2009 - December 2010
First Magnus Financial May 2005 - August 2008
First Horizon Home Loans September 2001 - May 2005
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Mortgage Banking, Real Estate, Refinance, Construction Loans, Residential Mortgages, Investment Properties, Investments, VA loans, Project Management, USDA, Financial Analysis, First Time Home Buyers, Strategic Planning, Customer Service, Finance, Coaching, Real Estate Transactions, FHA financing, Sellers, Government Loans, Banking, Credit Analysis, Certified Mortgage..., Real Estate Financing, Property, Home Equity Lines of..., Portfolio Management, Commercial Lending, Credit, VA Loans, FHA Financing, Residential Homes, Single Family Homes, Condos, Investors, Foreclosures, REO, Short Sales
Education
University of Washington 1986 — 1988
Bachelor's Degree, Business Administration and Management, General
Shoreline Community College 1980 — 1982
Associate of Arts (A.A.), Businesss
Umpqua Bank February 2015 - Present
EverBank June 2014 - February 2015
Union Bank February 2012 - June 2014
U.S. Bank January 2010 - January 2012
Prospect Mortgage, LLC November 2009 - December 2010
First Magnus Financial May 2005 - August 2008
First Horizon Home Loans September 2001 - May 2005
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Mortgage Banking, Real Estate, Refinance, Construction Loans, Residential Mortgages, Investment Properties, Investments, VA loans, Project Management, USDA, Financial Analysis, First Time Home Buyers, Strategic Planning, Customer Service, Finance, Coaching, Real Estate Transactions, FHA financing, Sellers, Government Loans, Banking, Credit Analysis, Certified Mortgage..., Real Estate Financing, Property, Home Equity Lines of..., Portfolio Management, Commercial Lending, Credit, VA Loans, FHA Financing, Residential Homes, Single Family Homes, Condos, Investors, Foreclosures, REO, Short Sales
Education
University of Washington 1986 — 1988
Bachelor's Degree, Business Administration and Management, General
Shoreline Community College 1980 — 1982
Associate of Arts (A.A.), Businesss
Rodrigues, Alan Rodrigues, Alan's Union Bank Experience 2009 - May 2011
Job BSA AML RISK OFFICER at Independent consultant
Industry Banking
Experience
The Alacer Group August 2014 - Present
IPSA International March 2013 - August 2014
Independent consultant December 2012 - March 2013
IPSA International June 2011 - October 2012
Union Bank 2009 - May 2011
Union Bank of California September 2004 - May 2011
M2 Consulting Inc. 2004 - 2004
Motorola 2001 - 2004
Printrak, A MOTOROLA COMPANY, Inc. Anaheim, California 1999 - 2004
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, Finance, Retail Banking, Financial Services, Bank Secrecy Act, Due Diligence, Operational Risk
Education
Seattle University 1989 — 1993
The Alacer Group August 2014 - Present
IPSA International March 2013 - August 2014
Independent consultant December 2012 - March 2013
IPSA International June 2011 - October 2012
Union Bank 2009 - May 2011
Union Bank of California September 2004 - May 2011
M2 Consulting Inc. 2004 - 2004
Motorola 2001 - 2004
Printrak, A MOTOROLA COMPANY, Inc. Anaheim, California 1999 - 2004
Skills
Financial Risk, Anti Money Laundering, Risk Management, Banking, Finance, Retail Banking, Financial Services, Bank Secrecy Act, Due Diligence, Operational Risk
Education
Seattle University 1989 — 1993
Wendy Hickingbottom Wendy Hickingbottom's Union Bank Experience January 1995 - Present
Job Mortgage Consultant at Union Bank
Industry Banking
Experience
Union Bank January 1995 - Present
Century 21 County Club Realty June 1989 - December 1994
Skills
Banking, Mortgage Lending, Commercial Lending, First Time Home Buyers, Investments, Retail Banking, Sales, Finance, Mortgage Banking, Loans, Credit, Commercial Mortgages, Investment Properties, Residential Homes, REO, Customer Service, Real Estate, Small Business Lending, Refinance, Financial Analysis, Commercial Banking, Real Estate Financing, Consumer Lending, New Business Development, FHA, Process Improvement, Private Banking
Education
San Jose State University
Business Administration, Marketing and Economics
Union Bank January 1995 - Present
Century 21 County Club Realty June 1989 - December 1994
Skills
Banking, Mortgage Lending, Commercial Lending, First Time Home Buyers, Investments, Retail Banking, Sales, Finance, Mortgage Banking, Loans, Credit, Commercial Mortgages, Investment Properties, Residential Homes, REO, Customer Service, Real Estate, Small Business Lending, Refinance, Financial Analysis, Commercial Banking, Real Estate Financing, Consumer Lending, New Business Development, FHA, Process Improvement, Private Banking
Education
San Jose State University
Business Administration, Marketing and Economics
Kim Hardy's Union Bank Experience April 2013 - Present
Job Sr. Specialist for Private Banking at MUFG, Union Bank, N.A.
Industry Banking
Experience
Union Bank April 2013 - Present
Clipper Windpower June 2007 - January 2013
ECHO MEDIA, INC. 2003 - 2007
CIMARRON MANAGEMENT/IGSB 2003 - 2004
COX COMMUNICATIONS/COX MEDIA 1998 - 2003
Skills
Business Management, Purchasing, Project Coordination, Team building &..., Expense Budget..., Travel Management, SAP, Vendor Management, Vendor Relationships, Leadership, Management, Team Building, Budgets, Accounts Receivable, Energy, Forecasting, Cross-functional Team..., Six Sigma, Project Management, Strategy, Human Resources, Strategic Planning, Program Management, Contract Negotiation, Process Improvement, Alternative Energy, Analysis, Fundraising, Marketing, Recruiting, Sales, Supply Chain Management, Event Management, Event Planning, Marketing Strategy, Supply Chain, Advertising, Procurement, Accounts Payable, Employee Relations, Logistics, Outlook, Microsoft Excel, Customer Service, Visio, Teamwork, Operations Management, Financial Analysis, Accounting, Payroll
Education
CALIFORNIA STATE UNIVERSITY - Northridge 1992 — 1995
Bachelor of Science, Speech Communication, 3.8
Santa Barbara City College
Financial Accounting
Union Bank April 2013 - Present
Clipper Windpower June 2007 - January 2013
ECHO MEDIA, INC. 2003 - 2007
CIMARRON MANAGEMENT/IGSB 2003 - 2004
COX COMMUNICATIONS/COX MEDIA 1998 - 2003
Skills
Business Management, Purchasing, Project Coordination, Team building &..., Expense Budget..., Travel Management, SAP, Vendor Management, Vendor Relationships, Leadership, Management, Team Building, Budgets, Accounts Receivable, Energy, Forecasting, Cross-functional Team..., Six Sigma, Project Management, Strategy, Human Resources, Strategic Planning, Program Management, Contract Negotiation, Process Improvement, Alternative Energy, Analysis, Fundraising, Marketing, Recruiting, Sales, Supply Chain Management, Event Management, Event Planning, Marketing Strategy, Supply Chain, Advertising, Procurement, Accounts Payable, Employee Relations, Logistics, Outlook, Microsoft Excel, Customer Service, Visio, Teamwork, Operations Management, Financial Analysis, Accounting, Payroll
Education
CALIFORNIA STATE UNIVERSITY - Northridge 1992 — 1995
Bachelor of Science, Speech Communication, 3.8
Santa Barbara City College
Financial Accounting
Brandi Lou Brandi Lou's Union Bank Experience June 2010 - March 2014
Job Credit Professional looking for new opportunities in the Las Vegas area
Industry Banking
Experience
MUFG Americas March 2014 - Present
Union Bank June 2010 - March 2014
Union Bank October 2008 - June 2010
USC Credit Union February 2008 - May 2008
USC Dental Bookstore May 2006 - March 2008
USC Hospitality January 2007 - December 2007
Spectrum Athletic Clubs June 2004 - August 2005
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Credit Risk, Financial Analysis, Underwriting, Commercial Banking, Finance, Financial Modeling, Microsoft Excel, Asset Based Lending, Financial Accounting, Collaborative Problem..., Customer Service, Microsoft Office, Data Analysis, Analytical Skills
Education
University of Southern California - Marshall School of Business 2005 — 2008
Bachelor of Science (B.S.), Finance and Business Economincs
Santiago Canyon College 2004 — 2005
N/A, Finance, Business Economics, and General Education
MUFG Americas March 2014 - Present
Union Bank June 2010 - March 2014
Union Bank October 2008 - June 2010
USC Credit Union February 2008 - May 2008
USC Dental Bookstore May 2006 - March 2008
USC Hospitality January 2007 - December 2007
Spectrum Athletic Clubs June 2004 - August 2005
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Credit Risk, Financial Analysis, Underwriting, Commercial Banking, Finance, Financial Modeling, Microsoft Excel, Asset Based Lending, Financial Accounting, Collaborative Problem..., Customer Service, Microsoft Office, Data Analysis, Analytical Skills
Education
University of Southern California - Marshall School of Business 2005 — 2008
Bachelor of Science (B.S.), Finance and Business Economincs
Santiago Canyon College 2004 — 2005
N/A, Finance, Business Economics, and General Education
John Simas's Union Bank Experience February 2000 - October 2011
Job Executive Compensation Programs Analyst
Industry Banking
Experience
MUFG Americas November 2011 - Present
Union Bank February 2000 - October 2011
Wells Fargo Bank 1990 - 2000
Skills
Executive Pay, Banking, Microsoft Excel, Microsoft Word, Human Resources, Deferred Compensation, HRIS, Management
Education
Santa Clara University
Bachelor of Science (BS)
MUFG Americas November 2011 - Present
Union Bank February 2000 - October 2011
Wells Fargo Bank 1990 - 2000
Skills
Executive Pay, Banking, Microsoft Excel, Microsoft Word, Human Resources, Deferred Compensation, HRIS, Management
Education
Santa Clara University
Bachelor of Science (BS)
Alan Aki's Union Bank Experience May 2013 - Present
Job at
Industry Human Resources
Experience
University of California Office of the President May 2015 - Present
Union Bank May 2013 - Present
Del Monte Foods November 2009 - May 2013
Watson Wyatt Worldwide March 2007 - July 2009
Towers Perrin July 2006 - March 2007
Watson Wyatt January 2003 - July 2006
Center for Applied Local Research 2002 - 2003
Skills
Legal Compliance, Training, Financial Reporting, Employee Benefits, Employee Engagement, Employee Relations, Performance Management, Benefits Administration, Consulting, Deferred Compensation, HRIS, Human Resources, Leadership, Management, Talent Management, Onboarding
Education
Sonoma State University 1997 — 2001
Bachelor of Arts (B.A.)
Berkeley High School 1993 — 1997
Oakland Judo
University of California Office of the President May 2015 - Present
Union Bank May 2013 - Present
Del Monte Foods November 2009 - May 2013
Watson Wyatt Worldwide March 2007 - July 2009
Towers Perrin July 2006 - March 2007
Watson Wyatt January 2003 - July 2006
Center for Applied Local Research 2002 - 2003
Skills
Legal Compliance, Training, Financial Reporting, Employee Benefits, Employee Engagement, Employee Relations, Performance Management, Benefits Administration, Consulting, Deferred Compensation, HRIS, Human Resources, Leadership, Management, Talent Management, Onboarding
Education
Sonoma State University 1997 — 2001
Bachelor of Arts (B.A.)
Berkeley High School 1993 — 1997
Oakland Judo
Caylin Edwards's Union Bank Experience September 2012 - January 2014
Job Branch Manager at Citi
Industry Banking
Experience
Citi January 2014 - Present
Union Bank September 2012 - January 2014
Union Bank January 2010 - September 2012
G.C. Micro August 2008 - January 2010
United Home Mortgage 2006 - 2008
United Home Mortgage 2005 - 2006
United Home Mortgage 2004 - 2005
Skills
Network Administration, Retail Banking, Small Business Lending, Credit Analysis, Commercial Banking, Loan Origination, Portfolio Management, Lines Of Credit, Mortgage Banking, Financial Services, Cross Selling, Branch Management, Relationship Management, Refinance, Branch Banking, Deposits, Residential Mortgages, Credit Risk, FHA, Finance, Credit Cards, Mortgage Underwriting, Real Estate Financing, Funding, FHA financing, Business Development, Risk Management, Commercial Mortgages, Loss Mitigation, Business Relationship..., Operational Risk..., Home Equity Loans, Home Equity Lines of..., Notary Public, Bank Secrecy Act, Loan Servicing, Financial Risk, AML, Real Estate Economics, Core Banking, Banking Relationships, Merchant Services, Operational Risk, Private Banking, NMLS Licensed, Mortgage Servicing, ACH, Payments, Credit, Banking
Education
Santa Rosa Junior College 2001 — 2003
General Studies
Citi January 2014 - Present
Union Bank September 2012 - January 2014
Union Bank January 2010 - September 2012
G.C. Micro August 2008 - January 2010
United Home Mortgage 2006 - 2008
United Home Mortgage 2005 - 2006
United Home Mortgage 2004 - 2005
Skills
Network Administration, Retail Banking, Small Business Lending, Credit Analysis, Commercial Banking, Loan Origination, Portfolio Management, Lines Of Credit, Mortgage Banking, Financial Services, Cross Selling, Branch Management, Relationship Management, Refinance, Branch Banking, Deposits, Residential Mortgages, Credit Risk, FHA, Finance, Credit Cards, Mortgage Underwriting, Real Estate Financing, Funding, FHA financing, Business Development, Risk Management, Commercial Mortgages, Loss Mitigation, Business Relationship..., Operational Risk..., Home Equity Loans, Home Equity Lines of..., Notary Public, Bank Secrecy Act, Loan Servicing, Financial Risk, AML, Real Estate Economics, Core Banking, Banking Relationships, Merchant Services, Operational Risk, Private Banking, NMLS Licensed, Mortgage Servicing, ACH, Payments, Credit, Banking
Education
Santa Rosa Junior College 2001 — 2003
General Studies
Edna Suffredini's Union Bank Experience February 2012 - March 2013
Job Project Manager at Behr Process Corporation
Industry Information Technology and Services
Experience
Behr Process Corporation June 2015 - Present
Alliance HealthCare Services March 2014 - March 2015
Union Bank February 2012 - March 2013
National TeleConsultants - SMCI June 2011 - November 2011
Union Bank - Segula Technologies November 2010 - January 2011
Bank of America - SMCI February 2010 - June 2010
UCLA Health System Faculty Practice Group - IT February 2006 - June 2009
UCLA Transportation Services March 2005 - January 2006
City National Bank October 2004 - February 2005
First Data Corporation June 2004 - October 2004
Skills
Data Analysis, Project Management, Visio, SharePoint, Change Management, MS Project, Access, Testing, Management, Software Documentation, Databases, Requirements Gathering, Troubleshooting, CRM, Training, Business Analysis, Microsoft Project, SDLC
Education
Santa Monica College 2011 — 2012
Project Management
DeVry University 2000 — 2003
Bachelor of Science, Computer Information Systems
Simplilearn.com
Project Management
Behr Process Corporation June 2015 - Present
Alliance HealthCare Services March 2014 - March 2015
Union Bank February 2012 - March 2013
National TeleConsultants - SMCI June 2011 - November 2011
Union Bank - Segula Technologies November 2010 - January 2011
Bank of America - SMCI February 2010 - June 2010
UCLA Health System Faculty Practice Group - IT February 2006 - June 2009
UCLA Transportation Services March 2005 - January 2006
City National Bank October 2004 - February 2005
First Data Corporation June 2004 - October 2004
Skills
Data Analysis, Project Management, Visio, SharePoint, Change Management, MS Project, Access, Testing, Management, Software Documentation, Databases, Requirements Gathering, Troubleshooting, CRM, Training, Business Analysis, Microsoft Project, SDLC
Education
Santa Monica College 2011 — 2012
Project Management
DeVry University 2000 — 2003
Bachelor of Science, Computer Information Systems
Simplilearn.com
Project Management
Shirin Patel's Union Bank Experience December 2012 - Present
Job Analyst Programmer at Union Bank
Industry Computer Software
Experience
Union Bank December 2012 - Present
LPL Financial March 2012 - December 2012
Bank of America October 2010 - March 2012
CIT March 2010 - September 2010
Accenture November 2004 - February 2010
Wireless Ronin Technologies 2010 - 2010
Gateway Technolabs Pvt. Ltd. 2004 - 2004
Skills
ASP.NET MVC, ASP.NET, C#, WCF, .NET, Web Services, TFS, Microsoft SQL Server, LINQ, T-SQL, XML, Agile Methodologies, Software Development, Entity Framework, SQL, SSIS, SDLC, Scrum, Databases, jQuery, ReSharper, OOAD, OOP, NUnit, JavaScript, Visio, Powershell, NHibernate, Subversion, Amplify JS, Underscore JS, Knockout JS, Documentum, .NET CLR, NAnt, FxCop, Oracle SQL, HP Openview, ANTS Profiler, T-SQL Stored Procedures, Amdocs Clarify, WebSphere MQ, Firebug, IE Developer Toolbar
Education
South Gujarat University 1998 — 2002
Bachelor of Engineering (BE), Computer Engineering
Union Bank December 2012 - Present
LPL Financial March 2012 - December 2012
Bank of America October 2010 - March 2012
CIT March 2010 - September 2010
Accenture November 2004 - February 2010
Wireless Ronin Technologies 2010 - 2010
Gateway Technolabs Pvt. Ltd. 2004 - 2004
Skills
ASP.NET MVC, ASP.NET, C#, WCF, .NET, Web Services, TFS, Microsoft SQL Server, LINQ, T-SQL, XML, Agile Methodologies, Software Development, Entity Framework, SQL, SSIS, SDLC, Scrum, Databases, jQuery, ReSharper, OOAD, OOP, NUnit, JavaScript, Visio, Powershell, NHibernate, Subversion, Amplify JS, Underscore JS, Knockout JS, Documentum, .NET CLR, NAnt, FxCop, Oracle SQL, HP Openview, ANTS Profiler, T-SQL Stored Procedures, Amdocs Clarify, WebSphere MQ, Firebug, IE Developer Toolbar
Education
South Gujarat University 1998 — 2002
Bachelor of Engineering (BE), Computer Engineering
Norman Nakamura's Union Bank Experience August 2010 - Present
Job Systems Analyst III at Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
JPMorgan Chase July 2009 - November 2009
Washington Mutual, Inc. January 2003 - June 2009
Washington Mutual, Inc. January 2001 - January 2003
Imperial Bank January 1999 - January 2001
Home Savings of America December 1979 - January 1999
Education
Sophia University 1967 — 1968
B.A, History
University of California, Los Angeles 1962 — 1967
B.A, Anthropology
Pierce College
Computer Technology classes
University of California
graduate work, Latin American Studies
Union Bank August 2010 - Present
JPMorgan Chase July 2009 - November 2009
Washington Mutual, Inc. January 2003 - June 2009
Washington Mutual, Inc. January 2001 - January 2003
Imperial Bank January 1999 - January 2001
Home Savings of America December 1979 - January 1999
Education
Sophia University 1967 — 1968
B.A, History
University of California, Los Angeles 1962 — 1967
B.A, Anthropology
Pierce College
Computer Technology classes
University of California
graduate work, Latin American Studies
Chandra Guptan ChandraBose's Union Bank Experience September 2009 - March 2015
Job Vice President Operational Risk Data Integration at MUFG Americas
Industry Information Technology and Services
Experience
MUFG Americas March 2015 - Present
Union Bank September 2009 - March 2015
Aurora Bank FSB September 2008 - September 2009
Union Bank of California September 2007 - August 2008
iGATE January 2005 - August 2008
UBOC 2007 - 2008
Charles Schwab April 2005 - September 2007
Skills
Data Warehousing, Informatica, ETL, Teradata, Data Modeling, Erwin, XML, Databases, Banking, Business Objects, Competitive Analysis, SDLC, JSP, Java, Wholesale Banking, Retail Banking, Basel II, Unix Shell Scripting, Autosys, JavaScript, CSS, HTML, Greenplum, PostgreSQL, jQuery, Commercial Banking, Credit Risk, Credit Analysis, Reserve Analysis, Capital Allowances, Handlebars, Risk Analytics, MKS Integrity, Alpine Data Miner, AJAX, Eclipse, JSON, Selenium, Hibernate 3.1, Spring, Financial Risk, Market Risk, Total Return Swaps, Calypso, Endur, Risk Metrics, IBM Algo Credit Manager, Moodys Risk Analyst, Moodys Risk Frontier, Moody's Risk Authority
Education
The Johns Hopkins University 2014 — 2014
Computation in Data Analysis - R Programming
University of Michigan 2014 — 2014
Finance, Finance & Accounting, A
Yale University 2014 — 2014
Financial Markets, Financial Markets, A
University of California, Irvine 2013 — 2013
Certificate Program, Specialized Studies In Business Intelligence & Data Warehousing, A
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
Bachelors Of Engineering, Electronics And Communications
MUFG Americas March 2015 - Present
Union Bank September 2009 - March 2015
Aurora Bank FSB September 2008 - September 2009
Union Bank of California September 2007 - August 2008
iGATE January 2005 - August 2008
UBOC 2007 - 2008
Charles Schwab April 2005 - September 2007
Skills
Data Warehousing, Informatica, ETL, Teradata, Data Modeling, Erwin, XML, Databases, Banking, Business Objects, Competitive Analysis, SDLC, JSP, Java, Wholesale Banking, Retail Banking, Basel II, Unix Shell Scripting, Autosys, JavaScript, CSS, HTML, Greenplum, PostgreSQL, jQuery, Commercial Banking, Credit Risk, Credit Analysis, Reserve Analysis, Capital Allowances, Handlebars, Risk Analytics, MKS Integrity, Alpine Data Miner, AJAX, Eclipse, JSON, Selenium, Hibernate 3.1, Spring, Financial Risk, Market Risk, Total Return Swaps, Calypso, Endur, Risk Metrics, IBM Algo Credit Manager, Moodys Risk Analyst, Moodys Risk Frontier, Moody's Risk Authority
Education
The Johns Hopkins University 2014 — 2014
Computation in Data Analysis - R Programming
University of Michigan 2014 — 2014
Finance, Finance & Accounting, A
Yale University 2014 — 2014
Financial Markets, Financial Markets, A
University of California, Irvine 2013 — 2013
Certificate Program, Specialized Studies In Business Intelligence & Data Warehousing, A
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
Bachelors Of Engineering, Electronics And Communications
Sandeep Thottapilly's Union Bank Experience January 2013 - Present
Job Vice President, Treasury Technology at Union Bank
Industry Financial Services
Experience
Union Bank January 2013 - Present
Nuveen Investments April 2012 - January 2013
Cognizant Technologies / TIAA-CREF January 2009 - April 2012
AllianceBernstein April 2007 - December 2008
HCL Technologies / Jefferies & Company October 2006 - March 2007
HCL Technologies / Deutsche Bank October 2003 - October 2006
Financial technologies Limited 2002 - 2003
Skills
Trading Systems, Equities, Fixed Income, Trading, Market Data, Portfolio Management, Equity Trading, SDLC, Derivatives, Financial Services
Education
South Gujarat University
Bachelor of Science (B.Sc.)
Union Bank January 2013 - Present
Nuveen Investments April 2012 - January 2013
Cognizant Technologies / TIAA-CREF January 2009 - April 2012
AllianceBernstein April 2007 - December 2008
HCL Technologies / Jefferies & Company October 2006 - March 2007
HCL Technologies / Deutsche Bank October 2003 - October 2006
Financial technologies Limited 2002 - 2003
Skills
Trading Systems, Equities, Fixed Income, Trading, Market Data, Portfolio Management, Equity Trading, SDLC, Derivatives, Financial Services
Education
South Gujarat University
Bachelor of Science (B.Sc.)
Jarrod Bourgeois, CFA's Union Bank Experience March 2006 - June 2014
Job Senior Vice President at Citi
Industry Banking
Experience
Citi June 2014 - Present
Union Bank March 2006 - June 2014
Wells Fargo May 2001 - March 2006
Skills
Underwriting, Energy, Portfolio Management, Petroleum, Financial Modeling, Loans, Credit Analysis, Corporate Finance, Financial Analysis, Commercial Banking, Commercial Lending, Credit, Valuation, Financial Structuring, Due Diligence, Capital Markets
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance, Accounting
University of Oklahoma - Price College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Citi June 2014 - Present
Union Bank March 2006 - June 2014
Wells Fargo May 2001 - March 2006
Skills
Underwriting, Energy, Portfolio Management, Petroleum, Financial Modeling, Loans, Credit Analysis, Corporate Finance, Financial Analysis, Commercial Banking, Commercial Lending, Credit, Valuation, Financial Structuring, Due Diligence, Capital Markets
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance, Accounting
University of Oklahoma - Price College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Scherrer's Union Bank Experience November 2010 - Present
Job Senior Leader Audit Practices at Union Bank
Industry Financial Services
Experience
Union Bank November 2010 - Present
Credit Suisse 2007 - 2009
Credit Suisse February 2005 - March 2007
Credit Suisse June 2001 - February 2005
Winterthur July 1997 - March 2001
Skills
Auditing, Banking, Financial Analysis, Financial Services, Insurance, Internal Audit, Leadership, Management, Risk Management, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 2010 — 2010
CAAP, Accounting
University of Zurich 1989 — 1996
Master, Economics
Union Bank November 2010 - Present
Credit Suisse 2007 - 2009
Credit Suisse February 2005 - March 2007
Credit Suisse June 2001 - February 2005
Winterthur July 1997 - March 2001
Skills
Auditing, Banking, Financial Analysis, Financial Services, Insurance, Internal Audit, Leadership, Management, Risk Management, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 2010 — 2010
CAAP, Accounting
University of Zurich 1989 — 1996
Master, Economics
Ann Roth's Union Bank Experience March 2010 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank March 2010 - Present
Union Bank April 2008 - August 2009
Union Bank March 2007 - March 2008
Union Bank March 1999 - March 2007
Wells Fargo July 1990 - March 1999
Skills
Sales, Loans, Banking, Leadership, Team Building, Small Business Lending, Credit, Strategy
Education
Southern Oregon University
Bachelor of Science, Business Administration
Union Bank March 2010 - Present
Union Bank April 2008 - August 2009
Union Bank March 2007 - March 2008
Union Bank March 1999 - March 2007
Wells Fargo July 1990 - March 1999
Skills
Sales, Loans, Banking, Leadership, Team Building, Small Business Lending, Credit, Strategy
Education
Southern Oregon University
Bachelor of Science, Business Administration
Yi Ke's Union Bank Experience 2009 - August 2011
Job Finance Professional
Industry Banking
Experience
Union Bank 2009 - August 2011
Washington First International Bank 2008 - 2009
Education
Seattle Pacific University - School of Business and Economics
MBA, Finance
University of Washington
BA, Economics
Union Bank 2009 - August 2011
Washington First International Bank 2008 - 2009
Education
Seattle Pacific University - School of Business and Economics
MBA, Finance
University of Washington
BA, Economics
Matt Gouvion's Union Bank Experience June 2010 - Present
Job Vice President, Team Leader
Industry Commercial Real Estate
Experience
Union Bank June 2010 - Present
iStar Financial, Inc. July 2007 - February 2010
Fremont Investment & Loan April 1998 - July 2007
Skills
Asset Managment, Real Estate Economics, Loans, Commercial Lending, Investments, Credit Analysis, Underwriting, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate Financing, Asset Management, Commercial Real Estate, Risk Management, Banking, Commercial Mortgages, Disposition, Due Diligence, Structured Finance, Valuation
Education
Southern Methodist University 1994 — 1996
BBA, Real Estate Finance
Union Bank June 2010 - Present
iStar Financial, Inc. July 2007 - February 2010
Fremont Investment & Loan April 1998 - July 2007
Skills
Asset Managment, Real Estate Economics, Loans, Commercial Lending, Investments, Credit Analysis, Underwriting, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate Financing, Asset Management, Commercial Real Estate, Risk Management, Banking, Commercial Mortgages, Disposition, Due Diligence, Structured Finance, Valuation
Education
Southern Methodist University 1994 — 1996
BBA, Real Estate Finance
Justine Lin's Union Bank Experience July 2008 - February 2012
Job Illustrator & Fine Artist
Industry Fine Art
Experience
Union Bank July 2008 - February 2012
Skills
art, painting, Digital Painting, Oil Painting, Drawing, Illustration, Photoshop, Acrylic Painting, Figure Drawing, concept art
Education
Concept Design Academy
Digital & Traditional Painting, Illustration & Design
Santa Monica College 2012 — 2014
Art (Painting & Illustration concentration)
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.), Communication Studies, Summa Cum Laude
Union Bank July 2008 - February 2012
Skills
art, painting, Digital Painting, Oil Painting, Drawing, Illustration, Photoshop, Acrylic Painting, Figure Drawing, concept art
Education
Concept Design Academy
Digital & Traditional Painting, Illustration & Design
Santa Monica College 2012 — 2014
Art (Painting & Illustration concentration)
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.), Communication Studies, Summa Cum Laude
Rachel (Dennis) Bowman's Union Bank Experience September 2013 - Present
Job Vice President at MUFG Union Bank Commercial Banking Oil & Gas
Industry Banking
Experience
Union Bank September 2013 - Present
Wells Fargo Bank July 2012 - August 2013
Wells Fargo Bank September 2011 - July 2012
Prudential Capital Group July 2008 - September 2011
Transition Capital Partners January 2007 - May 2007
Skills
Financial Modeling, Project Finance, Financial Analysis, Energy, E&P, Midstream, Credit Analysis, Private Placements, Power Utilities, Underwriting, Loans, Finance
Education
Southern Methodist University 2004 — 2008
Bachelors of Business Administration, Finance & Spanish
Swiss Finance Academy 2007 — 2007
Finance
Union Bank September 2013 - Present
Wells Fargo Bank July 2012 - August 2013
Wells Fargo Bank September 2011 - July 2012
Prudential Capital Group July 2008 - September 2011
Transition Capital Partners January 2007 - May 2007
Skills
Financial Modeling, Project Finance, Financial Analysis, Energy, E&P, Midstream, Credit Analysis, Private Placements, Power Utilities, Underwriting, Loans, Finance
Education
Southern Methodist University 2004 — 2008
Bachelors of Business Administration, Finance & Spanish
Swiss Finance Academy 2007 — 2007
Finance
Bridget Gray's Union Bank Experience January 1989 - January 1996
Job Compensation Consultant at Jet Propulsion Laboratory
Industry Human Resources
Experience
Jet Propulsion Laboratory May 2013 - Present
Mercer May 2010 - May 2013
Bcompensated July 2000 - May 2010
Callidus Software February 2002 - December 2009
McAfee January 1997 - January 1999
University of California Berkeley August 1996 - July 1998
Union Bank January 1989 - January 1996
Maxtor 1996 - 1996
Hyundai Electronics 1995 - 1995
System Industries, Inc. June 1983 - August 1988
Skills
Deferred Compensation, Human Resources, HRIS, Executive Pay
Education
Santa Clara University 1983 — 1986
BS
Jet Propulsion Laboratory May 2013 - Present
Mercer May 2010 - May 2013
Bcompensated July 2000 - May 2010
Callidus Software February 2002 - December 2009
McAfee January 1997 - January 1999
University of California Berkeley August 1996 - July 1998
Union Bank January 1989 - January 1996
Maxtor 1996 - 1996
Hyundai Electronics 1995 - 1995
System Industries, Inc. June 1983 - August 1988
Skills
Deferred Compensation, Human Resources, HRIS, Executive Pay
Education
Santa Clara University 1983 — 1986
BS
Paul Scheer's Union Bank Experience March 2012 - Present
Job V.P. Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
Bank of America August 2007 - March 2012
Education
Seattle University 1980 — 1983
Bachelor of Public Administration (B.B.A.)
Union Bank March 2012 - Present
Bank of America August 2007 - March 2012
Education
Seattle University 1980 — 1983
Bachelor of Public Administration (B.B.A.)
Michelle Keeney's Union Bank Experience October 2001 - March 2003
Job Director of Sales at Frontier City/White Water Bay
Industry Entertainment
Experience
Frontier City/White Water Bay November 2013 - Present
Frontier City and White Water Bay March 2003 - Present
Union Bank October 2001 - March 2003
Frontier City / White Water Bay 1993 - 2001
Skills
Leadership, Strategic Planning, Sponsorship, Event Management, Management, Team Building, Public Relations, Social Networking, Retail, Customer Service, Event Planning, Marketing, Sales, Social Media, Budgets, Public Speaking, Program Management, Social Media Marketing, Advertising, Marketing Communications, Leadership Development, PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Hospitality, Sales Management, Microsoft Word, Trade Shows, Online Marketing, Marketing Strategy, Advertising Sales, Sponsorship Sales, Customer Satisfaction, Entertainment, Email Marketing, Sports Marketing, Online Advertising, Integrated Marketing, Direct Marketing, Account Management, B2B, Brand Development, Lead Generation, CRM, New Business Development
Education
Southeastern Oklahoma State University 1990 — 1993
B.A., Communications
Frontier City/White Water Bay November 2013 - Present
Frontier City and White Water Bay March 2003 - Present
Union Bank October 2001 - March 2003
Frontier City / White Water Bay 1993 - 2001
Skills
Leadership, Strategic Planning, Sponsorship, Event Management, Management, Team Building, Public Relations, Social Networking, Retail, Customer Service, Event Planning, Marketing, Sales, Social Media, Budgets, Public Speaking, Program Management, Social Media Marketing, Advertising, Marketing Communications, Leadership Development, PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Hospitality, Sales Management, Microsoft Word, Trade Shows, Online Marketing, Marketing Strategy, Advertising Sales, Sponsorship Sales, Customer Satisfaction, Entertainment, Email Marketing, Sports Marketing, Online Advertising, Integrated Marketing, Direct Marketing, Account Management, B2B, Brand Development, Lead Generation, CRM, New Business Development
Education
Southeastern Oklahoma State University 1990 — 1993
B.A., Communications
Andi (Andrea) Kiely, CPA's Union Bank Experience April 2014 - Present
Job Senior Analyst
Industry Accounting
Experience
Union Bank April 2014 - Present
Symetra March 2012 - April 2014
PricewaterhouseCoopers September 2009 - March 2012
Benevon March 2006 - December 2008
Skills
XBRL, Auditing, US GAAP reporting, General Ledger, Hyperion Reports, QuickBooks, Oracle General Ledger, SEC filings, Member of AICPA, Journal Entries, Microsoft Office, SharePoint, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Banking
Education
Seattle University 2007 — 2009
Masters, Accounting
University of Washington, Michael G. Foster School of Business 2003 — 2005
BA, Business - Finance and Marketing
Shoreline Community College 2000 — 2003
AA, General
Union Bank April 2014 - Present
Symetra March 2012 - April 2014
PricewaterhouseCoopers September 2009 - March 2012
Benevon March 2006 - December 2008
Skills
XBRL, Auditing, US GAAP reporting, General Ledger, Hyperion Reports, QuickBooks, Oracle General Ledger, SEC filings, Member of AICPA, Journal Entries, Microsoft Office, SharePoint, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Banking
Education
Seattle University 2007 — 2009
Masters, Accounting
University of Washington, Michael G. Foster School of Business 2003 — 2005
BA, Business - Finance and Marketing
Shoreline Community College 2000 — 2003
AA, General
Jessica Sartain's Union Bank Experience April 2010 - September 2014
Job Client Services and Operations Representative at 5T Wealth Management, LLC
Industry Investment Management
Experience
5T Wealth Management, LLC February 2015 - Present
Calix September 2014 - January 2015
Union Bank April 2010 - September 2014
Tamalpais Bank February 2008 - April 2010
Rooster Sports Bar and Grill February 2006 - February 2008
Skills
Microsoft Excel, Data Entry, Recruiting, Customer Service, Project Management, PowerPoint, Human Resources, Process Scheduler, Credit, Leadership, Event Planning, Employee Relations, Outlook, Budgets, Nonprofits, Microsoft Word, Training, Banking, Microsoft Office, Management, Strategic Planning, Event Management, Team Building, Hiring, Coaching, Commercial Lending, Social Networking, Finance, Risk Management, Consumer Lending, Time Management, Loans, Marketing, Fundraising, Process Improvement, Access, Public Speaking, Sales, Accounting, Advertising, Analysis, Leadership Development, Mortgage Lending, Lines Of Credit, Community Outreach, Retail Banking, Deposits, Commercial Banking
Education
Santa Rosa Junior College 2000 — 2003
General Education
5T Wealth Management, LLC February 2015 - Present
Calix September 2014 - January 2015
Union Bank April 2010 - September 2014
Tamalpais Bank February 2008 - April 2010
Rooster Sports Bar and Grill February 2006 - February 2008
Skills
Microsoft Excel, Data Entry, Recruiting, Customer Service, Project Management, PowerPoint, Human Resources, Process Scheduler, Credit, Leadership, Event Planning, Employee Relations, Outlook, Budgets, Nonprofits, Microsoft Word, Training, Banking, Microsoft Office, Management, Strategic Planning, Event Management, Team Building, Hiring, Coaching, Commercial Lending, Social Networking, Finance, Risk Management, Consumer Lending, Time Management, Loans, Marketing, Fundraising, Process Improvement, Access, Public Speaking, Sales, Accounting, Advertising, Analysis, Leadership Development, Mortgage Lending, Lines Of Credit, Community Outreach, Retail Banking, Deposits, Commercial Banking
Education
Santa Rosa Junior College 2000 — 2003
General Education
Nick Pagonis's Union Bank Experience November 2006 - May 2014
Job Vice President Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Union Bank November 2006 - May 2014
Comerica Bank 2003 - 2006
Skills
Commercial Banking, Banking, Credit, Financial Analysis, Wealth Management, Retail Banking, Consumer Lending, Portfolio Management, Loans, Small Business Lending, Investments, Relationship Management, Retirement Planning, Mutual Funds, Series 7
Education
Santa Clara University - Leavey School of Business 2001 — 2004
MBA, Finance and Marketing
Sonoma State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo May 2014 - Present
Union Bank November 2006 - May 2014
Comerica Bank 2003 - 2006
Skills
Commercial Banking, Banking, Credit, Financial Analysis, Wealth Management, Retail Banking, Consumer Lending, Portfolio Management, Loans, Small Business Lending, Investments, Relationship Management, Retirement Planning, Mutual Funds, Series 7
Education
Santa Clara University - Leavey School of Business 2001 — 2004
MBA, Finance and Marketing
Sonoma State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Scott Nygard's Union Bank Experience April 2013 - Present
Job Senior Mortgage Consultant at Union Bank
Industry Financial Services
Experience
Union Bank April 2013 - Present
US Bank March 2009 - March 2013
Wachovia May 2006 - August 2008
World Savings January 1986 - May 2006
Skills
Mortgage Lending, Underwriting, Customer Service, Loan Origination, Mortgage Banking, Refinance, Residential Homes
Education
University of California, Santa Cruz 1983 — 1985
Bachelor of Science (B.S.), Business/Managerial Economics
Santa Rosa Junior College 1982 — 1984
Associate of Arts (A.A.), Undergraduate
Union Bank April 2013 - Present
US Bank March 2009 - March 2013
Wachovia May 2006 - August 2008
World Savings January 1986 - May 2006
Skills
Mortgage Lending, Underwriting, Customer Service, Loan Origination, Mortgage Banking, Refinance, Residential Homes
Education
University of California, Santa Cruz 1983 — 1985
Bachelor of Science (B.S.), Business/Managerial Economics
Santa Rosa Junior College 1982 — 1984
Associate of Arts (A.A.), Undergraduate
Scott Randazzo's Union Bank Experience May 2001 - November 2006
Job Game Operations at California State University, Monterey Bay
Industry Sports
Experience
California State University, Monterey Bay September 2014 - Present
Panetta Institute of Public Policy September 2013 - March 2014
Santiago Canyon College April 2012 - June 2013
Wespac Employee Benefits & Insurance Inc February 2010 - July 2010
TIAA Cref November 2006 - May 2008
Enterprise Iron 2006 - 2008
Enterprise Iron at TIAA-CREF 2006 - 2008
Union Bank May 2001 - November 2006
Trusource May 2001 - November 2006
Trusource - Union Bank of California May 2001 - November 2006
Skills
Employee Benefits, 401k, Pensions, Defined Contribution, Retirement, Benefits Administration, Defined Benefit, Insurance, Payroll, Microsoft Excel, Testing, Profit Sharing, Software Documentation, Student Financial Aid, Visual Basic
Education
California State University Monterey Bay 2013 — 2016
Bachelor of Business Administration (BBA), Information Systems/Sports Mangement, Senior
Santiago Canyon College 2010 — 2013
Foothill High School 1989 — 1992
California State University, Monterey Bay September 2014 - Present
Panetta Institute of Public Policy September 2013 - March 2014
Santiago Canyon College April 2012 - June 2013
Wespac Employee Benefits & Insurance Inc February 2010 - July 2010
TIAA Cref November 2006 - May 2008
Enterprise Iron 2006 - 2008
Enterprise Iron at TIAA-CREF 2006 - 2008
Union Bank May 2001 - November 2006
Trusource May 2001 - November 2006
Trusource - Union Bank of California May 2001 - November 2006
Skills
Employee Benefits, 401k, Pensions, Defined Contribution, Retirement, Benefits Administration, Defined Benefit, Insurance, Payroll, Microsoft Excel, Testing, Profit Sharing, Software Documentation, Student Financial Aid, Visual Basic
Education
California State University Monterey Bay 2013 — 2016
Bachelor of Business Administration (BBA), Information Systems/Sports Mangement, Senior
Santiago Canyon College 2010 — 2013
Foothill High School 1989 — 1992
Jim Lynes's Union Bank Experience December 2010 - August 2013
Job Loan Team Manager
Industry Banking
Experience
Wells Fargo August 2013 - Present
Union Bank December 2010 - August 2013
Wells Fargo January 2010 - December 2010
Wells Fargo June 1998 - December 2009
EY 1987 - 1990
Skills
Asset Based Lending, Banking, Business Planning, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Reporting, Loan Origination, Loans, Portfolio Management, Risk Management, Underwriting
Education
Santa Clara University 1983 — 1987
Wells Fargo August 2013 - Present
Union Bank December 2010 - August 2013
Wells Fargo January 2010 - December 2010
Wells Fargo June 1998 - December 2009
EY 1987 - 1990
Skills
Asset Based Lending, Banking, Business Planning, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Reporting, Loan Origination, Loans, Portfolio Management, Risk Management, Underwriting
Education
Santa Clara University 1983 — 1987
Motoko Maki's Union Bank Experience April 2009 - April 2012
Job Business Analyst at Tecumseh Poultry LLC
Industry Food Production
Experience
Tecumseh Poultry LLC June 2012 - Present
Union Bank April 2009 - April 2012
Union Bank November 2006 - March 2009
Skills
Strategic Planning, Excel, MS Office Suite, Presentation Development, Japanese Proficient, Forecasting, Project Planning, Project Implementation, Project Coordination, Project Execution, Balanced Scorecard, Microsoft Excel, Project Management, Microsoft Office, Portfolio Management, Analysis, Marketing, Public Speaking
Education
University of Michigan 1999 — 2003
BA, Political Science
Seton Hall University 2004 — 2006
MA, International Relations
Tecumseh Poultry LLC June 2012 - Present
Union Bank April 2009 - April 2012
Union Bank November 2006 - March 2009
Skills
Strategic Planning, Excel, MS Office Suite, Presentation Development, Japanese Proficient, Forecasting, Project Planning, Project Implementation, Project Coordination, Project Execution, Balanced Scorecard, Microsoft Excel, Project Management, Microsoft Office, Portfolio Management, Analysis, Marketing, Public Speaking
Education
University of Michigan 1999 — 2003
BA, Political Science
Seton Hall University 2004 — 2006
MA, International Relations
Rebecca Sherrick's Union Bank Experience 2010 - November 2014
Job I optimize working capital by reengineering how cash is handled by companies.
Industry Financial Services
Experience
KeyBank August 2015 - Present
Bank of the Cascades December 2014 - August 2015
Union Bank 2010 - November 2014
Wells Fargo September 1996 - November 2009
Skills
Sales, Cross-functional Team..., Strategic Communications, Training, Project Management, Team Building, Treasury Management, Analysis, Cash Management, Banking, Management Consulting, Commercial Banking, Risk Management, Relationship Management, Portfolio Management
Education
Southern Oregon University 1993 — 1995
South Eugene High School 1989 — 1993
KeyBank August 2015 - Present
Bank of the Cascades December 2014 - August 2015
Union Bank 2010 - November 2014
Wells Fargo September 1996 - November 2009
Skills
Sales, Cross-functional Team..., Strategic Communications, Training, Project Management, Team Building, Treasury Management, Analysis, Cash Management, Banking, Management Consulting, Commercial Banking, Risk Management, Relationship Management, Portfolio Management
Education
Southern Oregon University 1993 — 1995
South Eugene High School 1989 — 1993
Stephanie Allieu's Union Bank Experience July 2013 - Present
Job Senior Audit Consultant at Union Bank
Industry Accounting
Experience
Union Bank July 2013 - Present
Comerica Bank July 2010 - June 2013
KPMG August 2008 - February 2010
Skills
Auditing, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Santa Clara University 2004 — 2008
B.S., Accounting
Union Bank July 2013 - Present
Comerica Bank July 2010 - June 2013
KPMG August 2008 - February 2010
Skills
Auditing, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Santa Clara University 2004 — 2008
B.S., Accounting
Robert Maciel's Union Bank Experience November 2010 - May 2011
Job AML Senior Analyst
Industry Banking
Experience
Citi November 2013 - Present
The Scotts Miracle-Gro Company February 2013 - October 2013
Total Quality Logistics June 2011 - January 2012
Union Bank November 2010 - May 2011
Union Bank December 2005 - November 2010
Skills
Customer Service, Customer Satisfaction, Outlook, Sales, Customer Retention, Microsoft Excel, Microsoft Office, Call Centers, Process Improvement, Credit, Time Management, PowerPoint, Microsoft Word, Banking, Cold Calling
Education
Cal State Fullerton 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
Santiago Canyon College 2001 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
El Modena High School 1998 — 2001
Citi November 2013 - Present
The Scotts Miracle-Gro Company February 2013 - October 2013
Total Quality Logistics June 2011 - January 2012
Union Bank November 2010 - May 2011
Union Bank December 2005 - November 2010
Skills
Customer Service, Customer Satisfaction, Outlook, Sales, Customer Retention, Microsoft Excel, Microsoft Office, Call Centers, Process Improvement, Credit, Time Management, PowerPoint, Microsoft Word, Banking, Cold Calling
Education
Cal State Fullerton 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
Santiago Canyon College 2001 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
El Modena High School 1998 — 2001
Sherlyn McGee's Union Bank Experience March 2005 - Present
Job Branch Service Specialist at Union Bank
Industry Banking
Experience
Union Bank March 2005 - Present
Education
Southern New Hampshire University
Bachelor's degree, International Business
Silliman University
Bachelor of Education (B.Ed.)
Union Bank March 2005 - Present
Education
Southern New Hampshire University
Bachelor's degree, International Business
Silliman University
Bachelor of Education (B.Ed.)
David E. Frisk's Union Bank Experience June 2005 - December 2010
Job Director, Division Operations Officer at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank December 2010 - Present
Union Bank June 2005 - December 2010
First Federal Bank October 1998 - May 2001
Skills
Risk Management, Retail Banking, Management, Leadership, Credit Risk, Auditing, Data Analysis, Presentation Skills, Banking, Financial Advisory, Business Analysis, Regulatory Compliance, Accounting, Compliance, Credit Analysis, Customer Service, Vendor Management, Portfolio Management, Relationship Management, Branch Banking, Call Centers, Cash Management, Finance, Financial Risk, Financial Services, Operational Risk, Financial Analysis, Financial Reporting, Coordination, Loss Prevention..., Commercial Banking, Critical Thinking, Cross Selling, Consumer Lending, Process Improvement, Lines Of Credit, Mortgage Lending, Loan Origination
Education
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, Accounting
MUFG Union Bank December 2010 - Present
Union Bank June 2005 - December 2010
First Federal Bank October 1998 - May 2001
Skills
Risk Management, Retail Banking, Management, Leadership, Credit Risk, Auditing, Data Analysis, Presentation Skills, Banking, Financial Advisory, Business Analysis, Regulatory Compliance, Accounting, Compliance, Credit Analysis, Customer Service, Vendor Management, Portfolio Management, Relationship Management, Branch Banking, Call Centers, Cash Management, Finance, Financial Risk, Financial Services, Operational Risk, Financial Analysis, Financial Reporting, Coordination, Loss Prevention..., Commercial Banking, Critical Thinking, Cross Selling, Consumer Lending, Process Improvement, Lines Of Credit, Mortgage Lending, Loan Origination
Education
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, Accounting
Alison Yeager's Union Bank Experience February 2006 - Present
Job Vice President & Regional Director
Industry Banking
Experience
Union Bank February 2006 - Present
Skills
Wealth Management, Asset Managment, Commercial Lending, Portfolio Management, Banking
Education
Seattle University School of Law
University of Florida College of Law
Union Bank February 2006 - Present
Skills
Wealth Management, Asset Managment, Commercial Lending, Portfolio Management, Banking
Education
Seattle University School of Law
University of Florida College of Law
Denise Sanford's Union Bank Experience February 2015 - Present
Job Sr. Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank February 2015 - Present
Self Employed January 2014 - January 2015
Business First Bank, a division of Heritage Oaks Bank October 2007 - July 2013
Business First National Bank September 2000 - October 2007
Skills
Commercial Lending, Underwriting, Portfolio Management, Private Banking, Investments, Consumer Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Commercial Mortgages, Asset Based Lending, Risk Management, Credit Risk, Loan Origination, Mortgage Marketing, Investment Advisory, Home Equity Loans, FHA financing, Mortgage Banking, Cash Management, Financial Structuring, Commercial Banking, Credit, Loans, Wealth Management, Refinance, Finance, Financial Analysis, Asset Management, Real Estate Financing, USDA, Certified Mortgage..., Residential Mortgages, Credit Analysis, Banking, Real Estate Economics, Retirement Planning, Small Business Lending, Mutual Funds, Financial Services, Strategic Financial..., Cross Selling, Securities, AML, Real Estate Transactions, Credit Cards, Banking Relationships, Referrals, Real Estate Lending, Financial Institutions
Education
Santa Barbara City College 2011 — 2012
Professional Development/Leadership Training
American Bankers Association Compliance School/Indiana University, Purdue University
Certified Compliance Officer, Regulatory Compliance
Union Bank February 2015 - Present
Self Employed January 2014 - January 2015
Business First Bank, a division of Heritage Oaks Bank October 2007 - July 2013
Business First National Bank September 2000 - October 2007
Skills
Commercial Lending, Underwriting, Portfolio Management, Private Banking, Investments, Consumer Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Commercial Mortgages, Asset Based Lending, Risk Management, Credit Risk, Loan Origination, Mortgage Marketing, Investment Advisory, Home Equity Loans, FHA financing, Mortgage Banking, Cash Management, Financial Structuring, Commercial Banking, Credit, Loans, Wealth Management, Refinance, Finance, Financial Analysis, Asset Management, Real Estate Financing, USDA, Certified Mortgage..., Residential Mortgages, Credit Analysis, Banking, Real Estate Economics, Retirement Planning, Small Business Lending, Mutual Funds, Financial Services, Strategic Financial..., Cross Selling, Securities, AML, Real Estate Transactions, Credit Cards, Banking Relationships, Referrals, Real Estate Lending, Financial Institutions
Education
Santa Barbara City College 2011 — 2012
Professional Development/Leadership Training
American Bankers Association Compliance School/Indiana University, Purdue University
Certified Compliance Officer, Regulatory Compliance
Nathan McCartney's Union Bank Experience April 2015 - Present
Job VP & Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank April 2015 - Present
Union Bank May 2014 - April 2015
Union Bank June 2012 - May 2014
Ashland Partners December 2007 - May 2010
Education
Southern Oregon University 2005 — 2008
Bachelor of Business Administration, Finance & Economics
Union Bank April 2015 - Present
Union Bank May 2014 - April 2015
Union Bank June 2012 - May 2014
Ashland Partners December 2007 - May 2010
Education
Southern Oregon University 2005 — 2008
Bachelor of Business Administration, Finance & Economics
Ashley Russell's Union Bank Experience July 2013 - Present
Job Home Loan Consultant at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
U.S. Bank November 2011 - July 2013
JP Morgan Chase January 2011 - November 2011
Wells Fargo Financial 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Retail Banking, Sales Management, Refinance, Strategic Financial..., Residential Mortgages, Real Estate, Cash Management, Private Banking, Financial Analysis, Portfolio Management, Sales, Cross Selling, Commercial Banking, Customer Service
Education
Siena College
BS, Marketing and Management
Union Bank July 2013 - Present
U.S. Bank November 2011 - July 2013
JP Morgan Chase January 2011 - November 2011
Wells Fargo Financial 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Retail Banking, Sales Management, Refinance, Strategic Financial..., Residential Mortgages, Real Estate, Cash Management, Private Banking, Financial Analysis, Portfolio Management, Sales, Cross Selling, Commercial Banking, Customer Service
Education
Siena College
BS, Marketing and Management
Patricia Takeya's Union Bank Experience January 1982 - Present
Job Sr. Executive Secretary at Union Bank
Industry Banking
Experience
Union Bank January 1982 - Present
Skills
Risk Management, Process Improvement, Microsoft Word, PowerPoint, Financial Analysis, Outlook, Banking, Management, Access, Visio, Analysis, Vendor Management, Team Leadership, Training, Strategic Planning, Event Planning, Administrative...
Education
上智大学 / Sophia University
Union Bank January 1982 - Present
Skills
Risk Management, Process Improvement, Microsoft Word, PowerPoint, Financial Analysis, Outlook, Banking, Management, Access, Visio, Analysis, Vendor Management, Team Leadership, Training, Strategic Planning, Event Planning, Administrative...
Education
上智大学 / Sophia University
Barry Henry's Union Bank Experience October 2013 - October 2014
Job Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC October 2014 - Present
Union Bank October 2013 - October 2014
Bank of America Home Loans June 2005 - October 2013
Digital Equipment Corporation July 1979 - July 1995
Skills
Loans, Mortgage Lending, Sales, Banking, Customer Service, Finance, Credit, Financial Analysis, Project Management, Relationship Management
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Business Administration and Management
Prospect Mortgage, LLC October 2014 - Present
Union Bank October 2013 - October 2014
Bank of America Home Loans June 2005 - October 2013
Digital Equipment Corporation July 1979 - July 1995
Skills
Loans, Mortgage Lending, Sales, Banking, Customer Service, Finance, Credit, Financial Analysis, Project Management, Relationship Management
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Business Administration and Management
Fahid Amin's Union Bank Experience January 2013 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Wells Fargo Bank October 2010 - January 2013
Skills
Portfolio Management, CRM, Credit, Retail Banking, Finance, Management, Analysis, Sales, Cross Selling, Loans, Banking, Mortgage Lending
Education
Santa Clara University - Leavey School of Business 2009 — 2011
Banking, Corporate, Finance, and Securities Law
Milpitas High School
Union Bank January 2013 - Present
Wells Fargo Bank October 2010 - January 2013
Skills
Portfolio Management, CRM, Credit, Retail Banking, Finance, Management, Analysis, Sales, Cross Selling, Loans, Banking, Mortgage Lending
Education
Santa Clara University - Leavey School of Business 2009 — 2011
Banking, Corporate, Finance, and Securities Law
Milpitas High School
Riko Ono's Union Bank Experience July 2012 - May 2014
Job Finance Associate / Executive Assistant at Softbank Inc.
Industry Financial Services
Experience
Softbank Inc. May 2014 - Present
Union Bank July 2012 - May 2014
Sony Network May 2010 - June 2012
Transcosmos Inc March 2007 - April 2010
ITX International Holdings, Inc September 2004 - March 2007
Skills
Administrative..., Invoicing, Accounts Payable, Logistics, Outlook, Administrative Work, Online Research
Education
San Jose State University
Bachelor of Science, Business Administration, concentrating with Management; Management Concentration
San Jose State University
Bachelor of Science, Business Administration, concentrating with Management; Management Concentration
Softbank Inc. May 2014 - Present
Union Bank July 2012 - May 2014
Sony Network May 2010 - June 2012
Transcosmos Inc March 2007 - April 2010
ITX International Holdings, Inc September 2004 - March 2007
Skills
Administrative..., Invoicing, Accounts Payable, Logistics, Outlook, Administrative Work, Online Research
Education
San Jose State University
Bachelor of Science, Business Administration, concentrating with Management; Management Concentration
San Jose State University
Bachelor of Science, Business Administration, concentrating with Management; Management Concentration
Annabella Guo, CFA's Union Bank Experience June 2012 - August 2014
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Union Bank June 2012 - August 2014
Union Bank August 2011 - May 2012
Scotia Capital February 2004 - July 2011
Manulife Financial July 2000 - September 2003
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Shanghai International Studies University 1988 — 1992
BA, Economics
The CFA Institute
CFA
Wells Fargo August 2014 - Present
Union Bank June 2012 - August 2014
Union Bank August 2011 - May 2012
Scotia Capital February 2004 - July 2011
Manulife Financial July 2000 - September 2003
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Shanghai International Studies University 1988 — 1992
BA, Economics
The CFA Institute
CFA
Aileen Garrigues's Union Bank Experience October 1988 - December 1999
Job SVP, Private Banker at California United Bank`
Industry Banking
Experience
California United Bank` 2007 - Present
US Bank 2000 - 2007
Union Bank October 1988 - December 1999
CIGNA 1983 - 1988
Skills
Investments, Private Banking, Banking, Commercial Banking, Financial Analysis, Commercial Lending, Strategic Financial..., Cash Management, Credit, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Team Management, Department Budgeting, Strategic Partnerships, Communication Skills, Manage Client..., Collaborative Problem..., Team Leadership, Sales
Education
Oklahoma City University MBA
MBA
University of New Hampshire
Bachelor of Arts (BA), Political Science, Psychology
Skidmore College
Coursework
California United Bank` 2007 - Present
US Bank 2000 - 2007
Union Bank October 1988 - December 1999
CIGNA 1983 - 1988
Skills
Investments, Private Banking, Banking, Commercial Banking, Financial Analysis, Commercial Lending, Strategic Financial..., Cash Management, Credit, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Team Management, Department Budgeting, Strategic Partnerships, Communication Skills, Manage Client..., Collaborative Problem..., Team Leadership, Sales
Education
Oklahoma City University MBA
MBA
University of New Hampshire
Bachelor of Arts (BA), Political Science, Psychology
Skidmore College
Coursework
Gina Gately's Union Bank Experience February 2010 - May 2011
Job Mortgage Loan Processor at Washington Federal
Industry Banking
Experience
Washington Federal August 2013 - Present
Bishop, White, Marshall & Weibel, P.S. December 2012 - June 2013
RemX Specialty Staffing September 2011 - October 2012
Union Bank February 2010 - May 2011
Frontier Bank June 2009 - February 2010
Frontier Bank October 2006 - June 2009
Frontier Bank February 2005 - October 2006
Frontier Bank March 2003 - February 2005
Skills
Bank Secrecy Act, Loans, Microsoft Excel, Banking, Mortgage Lending, Credit, Customer Service, Mortgage Servicing, Funding, Finance, Underwriting, Management, Loan Origination, Refinance, Commercial Lending
Education
Western Washington University 2000 — 2002
English, Creative Writing
Shoreline Community College 1998 — 2000
Associates, General Studies
Washington Federal August 2013 - Present
Bishop, White, Marshall & Weibel, P.S. December 2012 - June 2013
RemX Specialty Staffing September 2011 - October 2012
Union Bank February 2010 - May 2011
Frontier Bank June 2009 - February 2010
Frontier Bank October 2006 - June 2009
Frontier Bank February 2005 - October 2006
Frontier Bank March 2003 - February 2005
Skills
Bank Secrecy Act, Loans, Microsoft Excel, Banking, Mortgage Lending, Credit, Customer Service, Mortgage Servicing, Funding, Finance, Underwriting, Management, Loan Origination, Refinance, Commercial Lending
Education
Western Washington University 2000 — 2002
English, Creative Writing
Shoreline Community College 1998 — 2000
Associates, General Studies
Olstad Ken's Union Bank Experience May 2008 - July 2011
Job Banking Professional
Industry Banking
Experience
Union Bank May 2008 - July 2011
Washington Mutual Bank 2000 - 2008
Education
Shoreline Community College 1980 — 1981
Crinimal Justice
Union Bank May 2008 - July 2011
Washington Mutual Bank 2000 - 2008
Education
Shoreline Community College 1980 — 1981
Crinimal Justice
Shawn Freitas's Union Bank Experience September 2013 - Present
Job Senior Executive Assistant at Union Bank
Industry Financial Services
Experience
Union Bank September 2013 - Present
San Mateo County Office of Education July 2012 - September 2013
Bank of America April 2008 - December 2011
Pottery Barn July 2006 - March 2008
Z Gallerie June 2005 - July 2006
Bank of America June 2000 - December 2004
Skills
Banking, Customer Service, Management, Microsoft Excel, Market Research, Account Management, Human Resources, Budgets, Event Planning, Administrative..., Customer Satisfaction, Marketing, Team Leadership, PowerPoint, Finance, Retail Banking
Education
San Jose State University 2000 — 2005
Bachelor of Science, Business Administration - Management
Union Bank September 2013 - Present
San Mateo County Office of Education July 2012 - September 2013
Bank of America April 2008 - December 2011
Pottery Barn July 2006 - March 2008
Z Gallerie June 2005 - July 2006
Bank of America June 2000 - December 2004
Skills
Banking, Customer Service, Management, Microsoft Excel, Market Research, Account Management, Human Resources, Budgets, Event Planning, Administrative..., Customer Satisfaction, Marketing, Team Leadership, PowerPoint, Finance, Retail Banking
Education
San Jose State University 2000 — 2005
Bachelor of Science, Business Administration - Management
Dean Ojeda's Union Bank Experience 1994 - 2000
Job Plan Administrator II at OneAmerica, LLC
Industry Banking
Experience
OneAmerica Financial Partners Inc. October 2007 - Present
First Allied Securities, Inc. 2000 - 2006
Union Bank 1994 - 2000
Skills
Wealth Management, Securities, Mutual Funds, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Asset Allocation, Banking, Equities, 401k, Retirement, Financial Modeling, Wealth Management..., High Net Worth..., Financial Services
Education
Southwestern College
OneAmerica Financial Partners Inc. October 2007 - Present
First Allied Securities, Inc. 2000 - 2006
Union Bank 1994 - 2000
Skills
Wealth Management, Securities, Mutual Funds, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Asset Allocation, Banking, Equities, 401k, Retirement, Financial Modeling, Wealth Management..., High Net Worth..., Financial Services
Education
Southwestern College
Richard Dee Harris's Union Bank Experience April 1986 - November 1988
Job Product Manager/Senior Calling OfficerRelationship Manager
Industry Financial Services
Experience
Retired March 2009 - May 2013
Bentley Financial April 2004 - February 2009
Arcadia Capital Markets March 2000 - December 2004
Arcadia Group February 1995 - December 2000
State Street Bank December 1992 - November 1994
Merrill Lynch March 1991 - July 1992
Corporate Advisory Financial Services December 1989 - February 1991
Citizens Commercial Leasing Corporation January 1989 - November 1989
Union Bank April 1986 - November 1988
Union Bank January 1985 - April 1986
Skills
Business Planning, Development of..., Contract Negotiation, Marketing Strategy, Identification of New..., Start-ups, Finance, Marketing, Sales, Financial Services, Banking, Portfolio Management, Investments
Education
UCLA Anderson School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Finance/Corporate Planning
San Jose State University
Master of Arts (M.A.), Psychology (Social)
San Jose State University
Bachelor of Arts (B.A.), Psychology (Industrial)
Retired March 2009 - May 2013
Bentley Financial April 2004 - February 2009
Arcadia Capital Markets March 2000 - December 2004
Arcadia Group February 1995 - December 2000
State Street Bank December 1992 - November 1994
Merrill Lynch March 1991 - July 1992
Corporate Advisory Financial Services December 1989 - February 1991
Citizens Commercial Leasing Corporation January 1989 - November 1989
Union Bank April 1986 - November 1988
Union Bank January 1985 - April 1986
Skills
Business Planning, Development of..., Contract Negotiation, Marketing Strategy, Identification of New..., Start-ups, Finance, Marketing, Sales, Financial Services, Banking, Portfolio Management, Investments
Education
UCLA Anderson School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Finance/Corporate Planning
San Jose State University
Master of Arts (M.A.), Psychology (Social)
San Jose State University
Bachelor of Arts (B.A.), Psychology (Industrial)
Susan France's Union Bank Experience July 2004 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank July 2004 - Present
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Union Bank July 2004 - Present
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Miguel Perdomo's Union Bank Experience June 2005 - August 2005
Job Technical Business Analyst at Sound Physicians
Industry Information Technology and Services
Experience
Sound Physicians July 2014 - Present
Alere Wellbeing October 2005 - July 2014
Union Bank June 2005 - August 2005
Farmers Insurance September 2000 - May 2005
Skills
Databases, HIPAA, Quality Assurance, Software Testing Life..., Secure FTP, Windows, Encryption, Training Delivery, Organization, Leadership, WinSCP, RSA Security, EDI (Electronic Data..., MS TFS, Sprint Planning, Test Automation, SQL, Requirements Analysis, Software Quality..., SDLC, Microsoft SQL Server, Microsoft Office..., Test Cases, TFS, Agile Methodologies, Test Planning
Education
Seattle Central Community College 2003 — 2005
Sound Physicians July 2014 - Present
Alere Wellbeing October 2005 - July 2014
Union Bank June 2005 - August 2005
Farmers Insurance September 2000 - May 2005
Skills
Databases, HIPAA, Quality Assurance, Software Testing Life..., Secure FTP, Windows, Encryption, Training Delivery, Organization, Leadership, WinSCP, RSA Security, EDI (Electronic Data..., MS TFS, Sprint Planning, Test Automation, SQL, Requirements Analysis, Software Quality..., SDLC, Microsoft SQL Server, Microsoft Office..., Test Cases, TFS, Agile Methodologies, Test Planning
Education
Seattle Central Community College 2003 — 2005
Krista Brodersen's Union Bank Experience July 2010 - July 2013
Job Senior Project Manager at Terracon
Industry Environmental Services
Experience
Terracon July 2013 - Present
Union Bank July 2010 - July 2013
Ninyo & Moore February 2003 - July 2010
Cardno ATC July 2001 - January 2003
Ceres Associates 1999 - 2001
Skills
Remediation, Phase I, Indoor Air Quality, Phase 1, Environmental Services, Due Diligence, Risk Assessment, Data Analysis, GIS, Analysis, Project Management, Proposal Writing
Education
Southern Illinois University, Carbondale 1993 — 1996
Bachelor of Science (B.S.)
UTHS
Terracon July 2013 - Present
Union Bank July 2010 - July 2013
Ninyo & Moore February 2003 - July 2010
Cardno ATC July 2001 - January 2003
Ceres Associates 1999 - 2001
Skills
Remediation, Phase I, Indoor Air Quality, Phase 1, Environmental Services, Due Diligence, Risk Assessment, Data Analysis, GIS, Analysis, Project Management, Proposal Writing
Education
Southern Illinois University, Carbondale 1993 — 1996
Bachelor of Science (B.S.)
UTHS
Noriko Kariya's Union Bank Experience June 2013 - Present
Job
Industry
Experience
Union Bank June 2013 - Present
hit park inc July 2009 - February 2011
mitsuwa corporation February 2005 - July 2009
Skills
Japanese, Microsoft Word, Microsoft Excel, Driving License, Import Export, Fashion Buying, Retail Banking
Education
UCSD 2002 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
Santa Monica College
Union Bank June 2013 - Present
hit park inc July 2009 - February 2011
mitsuwa corporation February 2005 - July 2009
Skills
Japanese, Microsoft Word, Microsoft Excel, Driving License, Import Export, Fashion Buying, Retail Banking
Education
UCSD 2002 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
Santa Monica College
Yuki Patterson's Union Bank Experience November 2007 - September 2010
Job Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Faro September 2014 - Present
Wells Fargo December 2011 - August 2014
Union Bank November 2007 - September 2010
Bank of Tokyo-Mitsubishi UFJ August 2006 - June 2007
Education
Seattle University
Bachelor’s Degree, International Studies - Economics Concentration
Wells Faro September 2014 - Present
Wells Fargo December 2011 - August 2014
Union Bank November 2007 - September 2010
Bank of Tokyo-Mitsubishi UFJ August 2006 - June 2007
Education
Seattle University
Bachelor’s Degree, International Studies - Economics Concentration
Amanda Hutchinson's Union Bank Experience
Job Branch Service Manager at Union Bank
Industry Banking
Experience
Union Bank
Skills
Banking, Retail Banking, Branch Banking, Cross Selling, Relationship Management, Branch Management, Risk Management, Cash Management
Education
Simpson College (CA)
Union Bank
Skills
Banking, Retail Banking, Branch Banking, Cross Selling, Relationship Management, Branch Management, Risk Management, Cash Management
Education
Simpson College (CA)
Lynda Knaak-MacArthur's Union Bank Experience 1994 - 1998
Job Retired Banking Professional
Industry Banking
Experience
U S Bank 2001 - 2006
Union Bank 1994 - 1998
Skills
Customer Service, Banking, Credit, Credit Analysis, Management, Credit Risk, Mortgage Lending, Retail Banking, Loans, Portfolio Management, Mortgage Banking, Commercial Banking
Education
San Jose State University 1955 — 1957
U S Bank 2001 - 2006
Union Bank 1994 - 1998
Skills
Customer Service, Banking, Credit, Credit Analysis, Management, Credit Risk, Mortgage Lending, Retail Banking, Loans, Portfolio Management, Mortgage Banking, Commercial Banking
Education
San Jose State University 1955 — 1957
Yoichiro Hayashi's Union Bank Experience September 2007 - February 2012
Job Attended San Jose State University
Industry Banking
Experience
Manufacturers Bank May 2014 - Present
KDDI America, Inc. October 2012 - January 2014
Union Bank September 2007 - February 2012
Skills
Banking, Customer Service, Sales, Retail Banking, Risk Management, Teamwork
Education
San Jose State University 2001 — 2006
BA, Sociology
Manufacturers Bank May 2014 - Present
KDDI America, Inc. October 2012 - January 2014
Union Bank September 2007 - February 2012
Skills
Banking, Customer Service, Sales, Retail Banking, Risk Management, Teamwork
Education
San Jose State University 2001 — 2006
BA, Sociology
Karsten Christiansen's Union Bank Experience April 2005 - January 2009
Job IT Supervisor/Systems Administrator
Industry Information Technology and Services
Experience
Qbase Contractor supporting The Defense Acquisition University July 2015 - Present
EIS Contractor supporting The Defense Acquisition University December 2013 - Present
URS Contractor supporting The Defense Acquisition University June 2011 - December 2013
Apptis Contractor supporting The Defense Acquisition University March 2011 - June 2011
Apptis Contractor supporting The Defense Acquisition University December 2010 - March 2011
Sovernet Communications February 2009 - October 2010
Union Bank April 2005 - January 2009
Northrop Grumman Corporation May 2001 - April 2005
TRW 1998 - 2001
Aquent 1996 - 1999
Skills
2000 / 2003 /2008R2..., Windows 2000 /..., Active Directory/Group..., SAV Server and System..., SQL 2008/2008R2/2012..., SQL 2008/2008R2/2012..., Print Server Deployment, File Server Monitoring..., Symantec Antivirus..., Microsoft Server..., Active Directory..., VERITAS Netbackup /..., Exchange 2000 /..., DHCP Server Deployment, IIS 7.5, Symantec Endpoint 10.2, Ghost / MS Imaging..., Symantec Backup Exec..., VMWare Virtual Servers, SOP Technical Writing, VMware ESX, Microsoft Exchange, Integration, Program Management, Information Assurance, System Deployment, Hardware, Networking, Security, Servers, System Administration, Operating Systems
Education
Shoreline Community College
Qbase Contractor supporting The Defense Acquisition University July 2015 - Present
EIS Contractor supporting The Defense Acquisition University December 2013 - Present
URS Contractor supporting The Defense Acquisition University June 2011 - December 2013
Apptis Contractor supporting The Defense Acquisition University March 2011 - June 2011
Apptis Contractor supporting The Defense Acquisition University December 2010 - March 2011
Sovernet Communications February 2009 - October 2010
Union Bank April 2005 - January 2009
Northrop Grumman Corporation May 2001 - April 2005
TRW 1998 - 2001
Aquent 1996 - 1999
Skills
2000 / 2003 /2008R2..., Windows 2000 /..., Active Directory/Group..., SAV Server and System..., SQL 2008/2008R2/2012..., SQL 2008/2008R2/2012..., Print Server Deployment, File Server Monitoring..., Symantec Antivirus..., Microsoft Server..., Active Directory..., VERITAS Netbackup /..., Exchange 2000 /..., DHCP Server Deployment, IIS 7.5, Symantec Endpoint 10.2, Ghost / MS Imaging..., Symantec Backup Exec..., VMWare Virtual Servers, SOP Technical Writing, VMware ESX, Microsoft Exchange, Integration, Program Management, Information Assurance, System Deployment, Hardware, Networking, Security, Servers, System Administration, Operating Systems
Education
Shoreline Community College
Alberto Ballesteros's Union Bank Experience 2013 - 2014
Job Account Executive Bank of Internet
Industry Banking
Experience
BofI Federal Bank October 2014 - Present
Union Bank 2013 - 2014
JPMorgan Chase & Co. April 2009 - May 2013
Skills
•4 years experience in..., •Maintains current..., •Assisting in..., Credit, Financial Analysis, Financial Risk, Loan Origination, Portfolio Management, Risk Management, FHA, Credit Analysis, Refinance
Education
Southwestern College 1990 — 1992
Business Administration and Management, General
Montgomery High School 1986 — 1989
Diploma, General
BofI Federal Bank October 2014 - Present
Union Bank 2013 - 2014
JPMorgan Chase & Co. April 2009 - May 2013
Skills
•4 years experience in..., •Maintains current..., •Assisting in..., Credit, Financial Analysis, Financial Risk, Loan Origination, Portfolio Management, Risk Management, FHA, Credit Analysis, Refinance
Education
Southwestern College 1990 — 1992
Business Administration and Management, General
Montgomery High School 1986 — 1989
Diploma, General