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
John Russell, Sr. John Russell, Sr.'s Union Bank Experience March 1979 - March 1985
Job Farmers and Merchants Bank
Industry Banking
Experience
Farmers and Merchants Bank 2014 - Present
Wells Fargo Bank July 2011 - July 2014
Manufacturers Bank March 1993 - June 2011
Security Pacific/ Bank of America 1985 - 1993
Union Bank March 1979 - March 1985
Education
The Ohio State University
UCLA
Walnut Ridge, Ohio State
Farmers and Merchants Bank 2014 - Present
Wells Fargo Bank July 2011 - July 2014
Manufacturers Bank March 1993 - June 2011
Security Pacific/ Bank of America 1985 - 1993
Union Bank March 1979 - March 1985
Education
The Ohio State University
UCLA
Walnut Ridge, Ohio State
Joey Brantley Joey Brantley's Union Bank Experience February 2012 - October 2012
Job Social Media | Writer | Photographer
Industry Marketing and Advertising
Experience
Self-Employed January 2013 - September 2015
Lovesac January 2014 - May 2014
Red 5 Social July 2013 - January 2014
Union Bank February 2012 - October 2012
Capital One August 2008 - October 2011
The Cheesecake Factory August 2006 - April 2008
United States Marine Corps March 2002 - March 2006
Skills
Writing, Photography, Social Media Marketing, Community Management, Creative Direction, Instagram, Snapchat, Copywriting, Copy Editing, Email Marketing, Photoshop, Blogging, Facebook, Twitter, Social Networking, Digital Media, Customer Service, Social Media, Marketing, Mobile Photography, Lightroom, Time Management, Customer Satisfaction, Digital Photography, Social Media Education, Training, Sales, Social Media Consulting, Small Business, Mac OS, WordPress, Content Strategy, Event Planning, Event Management, Communication, Strategic Brand..., Team Building, iOS, Positivity, Content Creation, Online Marketing, Team Management, Team Leadership, HTML, Discipline, Leadership, Strategy, Strategic Planning, Craft Beer, Specialty Coffee
Education
Vanguard University of Southern California 2012 — 2013
Bachelor of Arts, Business
Tarrant County College 2006 — 2009
Associate of Arts, Business/Real Estate
Self-Employed January 2013 - September 2015
Lovesac January 2014 - May 2014
Red 5 Social July 2013 - January 2014
Union Bank February 2012 - October 2012
Capital One August 2008 - October 2011
The Cheesecake Factory August 2006 - April 2008
United States Marine Corps March 2002 - March 2006
Skills
Writing, Photography, Social Media Marketing, Community Management, Creative Direction, Instagram, Snapchat, Copywriting, Copy Editing, Email Marketing, Photoshop, Blogging, Facebook, Twitter, Social Networking, Digital Media, Customer Service, Social Media, Marketing, Mobile Photography, Lightroom, Time Management, Customer Satisfaction, Digital Photography, Social Media Education, Training, Sales, Social Media Consulting, Small Business, Mac OS, WordPress, Content Strategy, Event Planning, Event Management, Communication, Strategic Brand..., Team Building, iOS, Positivity, Content Creation, Online Marketing, Team Management, Team Leadership, HTML, Discipline, Leadership, Strategy, Strategic Planning, Craft Beer, Specialty Coffee
Education
Vanguard University of Southern California 2012 — 2013
Bachelor of Arts, Business
Tarrant County College 2006 — 2009
Associate of Arts, Business/Real Estate
Bev Kimble-Reinert Bev Kimble-Reinert's Union Bank Experience October 1969 - August 1991
Job Senior Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 1994 - Present
First State Bank of Austin August 1994 - November 1998
Union Bank October 1969 - August 1991
Education
Stephen F. Austin State University
Bachelor's degree, Special Education and Teaching
Wells Fargo Bank August 1994 - Present
First State Bank of Austin August 1994 - November 1998
Union Bank October 1969 - August 1991
Education
Stephen F. Austin State University
Bachelor's degree, Special Education and Teaching
Patrick Beachner Patrick Beachner's Union Bank Experience May 2012 - August 2012
Job Asset Analyst, Enlink Midstream
Industry Oil & Energy
Experience
AlixPartners June 2013 - September 2013
Union Bank May 2012 - August 2012
Johnson & Johnson July 2011 - August 2011
Skills
Credit, Loans, Financial Risk, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Access, Data Analysis, Customer Service, Analysis, Leadership, Small Business Lending, Business Analysis, Competitive Analysis, Credit Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Finance, and Energy
AlixPartners June 2013 - September 2013
Union Bank May 2012 - August 2012
Johnson & Johnson July 2011 - August 2011
Skills
Credit, Loans, Financial Risk, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Access, Data Analysis, Customer Service, Analysis, Leadership, Small Business Lending, Business Analysis, Competitive Analysis, Credit Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Finance, and Energy
Julie Bloomfield - Beckley Julie Bloomfield - Beckley's Union Bank Experience November 1988 - Present
Job Senior Vice President Business Development at Union Bank
Industry Banking
Experience
Union Bank November 1988 - Present
Union Bank 1988 - 2010
Skills
Commercial Lending, Asset Based Lending, Cross-functional Team..., Mergers, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Loans, Credit, Strategic Financial..., Risk Management, Restructuring, Investment Banking, Corporate Development, Underwriting, Venture Capital, Financial Services, Structured Finance, Middle Market, Financial Structuring, Loan Origination, Asset Management, Strategy, Business Development, Financial Analysis, Executive Management, Funding, Banking, Commercial Mortgages, Corporate Finance, Finance, Due Diligence, Small Business Lending, Treasury Management, Valuation, Cash Management, Credit Risk, Factoring, Capital Markets, Private Equity, Investments, New Business Development, Credit Analysis, Relationship Management, Mortgage Lending, Start-ups, Acquisition Integration, Divestitures
Education
The University of Texas at Austin 1983 — 1988
Business, Finance & Marketing
Union Bank November 1988 - Present
Union Bank 1988 - 2010
Skills
Commercial Lending, Asset Based Lending, Cross-functional Team..., Mergers, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Loans, Credit, Strategic Financial..., Risk Management, Restructuring, Investment Banking, Corporate Development, Underwriting, Venture Capital, Financial Services, Structured Finance, Middle Market, Financial Structuring, Loan Origination, Asset Management, Strategy, Business Development, Financial Analysis, Executive Management, Funding, Banking, Commercial Mortgages, Corporate Finance, Finance, Due Diligence, Small Business Lending, Treasury Management, Valuation, Cash Management, Credit Risk, Factoring, Capital Markets, Private Equity, Investments, New Business Development, Credit Analysis, Relationship Management, Mortgage Lending, Start-ups, Acquisition Integration, Divestitures
Education
The University of Texas at Austin 1983 — 1988
Business, Finance & Marketing
Slim Ben Debba's Union Bank Experience August 2015 - Present
Job Vice President at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank August 2015 - Present
EY February 2015 - July 2015
US Department of the Treasury (OFAC) December 2013 - February 2015
US Department of the Treasury (OFAC) March 2007 - December 2013
US Department of the Treasury (OFAC) November 2003 - March 2007
Freelance Translator February 2003 - October 2003
Council on Competitiveness August 2002 - January 2003
The Washington Advisory Group March 2001 - July 2002
Association for Postal Commerce August 1999 - January 2001
UPS August 1998 - May 1999
Skills
Foreign Policy, AML, Research, Economic Sanctions, Program Management, Report Writing, OFAC, Government, Foreign Languages, National Security, Collaborative Problem..., Investigations, Management, Analysis, International Relations, Leadership, Policy, Policy Analysis, Public Policy, Investigation, Economics, Anti Money Laundering
Education
The George Washington University 2002 — 2005
Master of Arts (M.A.), International Trade and Investment Policy
University of Louisville 1995 — 1999
Bachelor of Science (B.S.), Computer Information Systems
Union Bank August 2015 - Present
EY February 2015 - July 2015
US Department of the Treasury (OFAC) December 2013 - February 2015
US Department of the Treasury (OFAC) March 2007 - December 2013
US Department of the Treasury (OFAC) November 2003 - March 2007
Freelance Translator February 2003 - October 2003
Council on Competitiveness August 2002 - January 2003
The Washington Advisory Group March 2001 - July 2002
Association for Postal Commerce August 1999 - January 2001
UPS August 1998 - May 1999
Skills
Foreign Policy, AML, Research, Economic Sanctions, Program Management, Report Writing, OFAC, Government, Foreign Languages, National Security, Collaborative Problem..., Investigations, Management, Analysis, International Relations, Leadership, Policy, Policy Analysis, Public Policy, Investigation, Economics, Anti Money Laundering
Education
The George Washington University 2002 — 2005
Master of Arts (M.A.), International Trade and Investment Policy
University of Louisville 1995 — 1999
Bachelor of Science (B.S.), Computer Information Systems
Katia Ameri Katia Ameri's Union Bank Experience June 2013 - September 2013
Job Innovation Associate at Pejman Mar Ventures
Industry Financial Services
Experience
Pejman Mar Ventures October 2013 - Present
Alchemist Accelerator October 2013 - February 2014
Union Bank June 2013 - September 2013
Stanford Student Enterprises - Capital Group March 2013 - June 2013
HBO February 2013 - June 2013
Cooliris June 2012 - September 2012
Hawthorne Labs June 2011 - September 2011
Steve Cooley for Attorney General August 2010 - September 2010
Electronic Materials Synthesis & Plasma Lab June 2009 - June 2010
Tellurian Biodiesel August 2008 - September 2008
Skills
Microsoft Office, PowerPoint, HTML, Research, Public Speaking, Spanish, Financial Analysis, Microsoft Excel, Start-ups, Market Research, Business Strategy, Leadership, Financial Modeling, Economics, Farsi, French, Product Marketing, Mockups, User Interface Design, SNL, Hyperion Planning, Essbase, Hyperion Software, SNL Financial, Marketing Strategy, Data Analysis, Finance, Entrepreneurship, Valuation
Education
Stanford University 2010 — 2014
Bachelor of Science (BS), Science, Technology and Society
Investment Banking Institute 2013 — 2013
Stanford Bing Overseas Studies Program in Paris, France 2012 — 2012
Marlborough School 2004 — 2010
Pejman Mar Ventures October 2013 - Present
Alchemist Accelerator October 2013 - February 2014
Union Bank June 2013 - September 2013
Stanford Student Enterprises - Capital Group March 2013 - June 2013
HBO February 2013 - June 2013
Cooliris June 2012 - September 2012
Hawthorne Labs June 2011 - September 2011
Steve Cooley for Attorney General August 2010 - September 2010
Electronic Materials Synthesis & Plasma Lab June 2009 - June 2010
Tellurian Biodiesel August 2008 - September 2008
Skills
Microsoft Office, PowerPoint, HTML, Research, Public Speaking, Spanish, Financial Analysis, Microsoft Excel, Start-ups, Market Research, Business Strategy, Leadership, Financial Modeling, Economics, Farsi, French, Product Marketing, Mockups, User Interface Design, SNL, Hyperion Planning, Essbase, Hyperion Software, SNL Financial, Marketing Strategy, Data Analysis, Finance, Entrepreneurship, Valuation
Education
Stanford University 2010 — 2014
Bachelor of Science (BS), Science, Technology and Society
Investment Banking Institute 2013 — 2013
Stanford Bing Overseas Studies Program in Paris, France 2012 — 2012
Marlborough School 2004 — 2010
Beth DeGraffenreid Beth DeGraffenreid's Union Bank Experience 1978 - 1980
Job Owner, PC Executive Services, Inc.
Industry Real Estate
Experience
PC Executive Services, Inc. 1989 - Present
Indepth Data Inc. 1986 - 1989
Ernst & Whinney April 1984 - 1986
Union Bank 1978 - 1980
Skills
Investment Properties, Real Estate, Property Management, Customer Relations, Sales, Marketing Strategy, Financial Analysis, Commercial Real Estate, Operations Management, Operating Systems, Account Management, Contract Negotiation, Leadership, Management, Real Estate Transactions, Real Estate Development
Education
University of Oklahoma 1982 — 1984
BA, Accounting
Texas Christian University - M.J. Neeley School of Business 1980 — 1982
Accounting
Edmond Memorial High School
PC Executive Services, Inc. 1989 - Present
Indepth Data Inc. 1986 - 1989
Ernst & Whinney April 1984 - 1986
Union Bank 1978 - 1980
Skills
Investment Properties, Real Estate, Property Management, Customer Relations, Sales, Marketing Strategy, Financial Analysis, Commercial Real Estate, Operations Management, Operating Systems, Account Management, Contract Negotiation, Leadership, Management, Real Estate Transactions, Real Estate Development
Education
University of Oklahoma 1982 — 1984
BA, Accounting
Texas Christian University - M.J. Neeley School of Business 1980 — 1982
Accounting
Edmond Memorial High School
Debbie Bratton Debbie Bratton's Union Bank Experience July 1988 - May 1993
Job Corporate Secretary/Owner at MST Constructors, Inc.
Industry Construction
Experience
MST Constructors, Inc. May 1993 - Present
Union Bank July 1988 - May 1993
Skills
Real Estate, Construction, Administration, Budgeting, Microsoft Office, Accounting, Contract Management, Customer Service, Employee Relations, Administrative Support, Budgets, Contract Negotiation, Construction Management, Purchasing, Process Scheduler, Contractors, Management, Change Orders, Renovation, Subcontracting
Education
Texas Christian University 1979 — 1981
Education
Texas Christian University
MST Constructors, Inc. May 1993 - Present
Union Bank July 1988 - May 1993
Skills
Real Estate, Construction, Administration, Budgeting, Microsoft Office, Accounting, Contract Management, Customer Service, Employee Relations, Administrative Support, Budgets, Contract Negotiation, Construction Management, Purchasing, Process Scheduler, Contractors, Management, Change Orders, Renovation, Subcontracting
Education
Texas Christian University 1979 — 1981
Education
Texas Christian University
Richard Earnest Richard Earnest's Union Bank Experience 1964 - 1985
Job President, Petroleum Landowners
Industry Investment Management
Experience
Petroleum Landowners Corporation 1998 - Present
HighMark Capital Management 1985 - 2012
Union Bank 1964 - 1985
Skills
Equities, Portfolio Management, Investments, Asset Management, Financial Modeling, Equity Research, Asset Allocation, Alternative Investments, Securities, Fixed Income, Bloomberg, Wealth Management, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Petroleum Landowners Corporation 1998 - Present
HighMark Capital Management 1985 - 2012
Union Bank 1964 - 1985
Skills
Equities, Portfolio Management, Investments, Asset Management, Financial Modeling, Equity Research, Asset Allocation, Alternative Investments, Securities, Fixed Income, Bloomberg, Wealth Management, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Sarah Berda Sarah Berda's Union Bank Experience April 2000 - September 2000
Job Online Media Professional
Industry Online Media
Experience
Stoweflake Conference Center March 2010 - May 2010
Lamoille North Supervisory Union May 2001 - September 2001
Union Bank April 2000 - September 2000
Skills
HTML, CSS, PHP, HTML 5, CSS3, Computers, Windows XP Pro, Windows 7, Windows 95, Windows 98, Microsoft Office 2002, Adobe Creative Suite, Macromedia, JavaScript
Education
The Art Institute of Pittsburgh-Online Division 2002 — 2007
Bachelor of Science (BS), Multimedia & Web Design
Stoweflake Conference Center March 2010 - May 2010
Lamoille North Supervisory Union May 2001 - September 2001
Union Bank April 2000 - September 2000
Skills
HTML, CSS, PHP, HTML 5, CSS3, Computers, Windows XP Pro, Windows 7, Windows 95, Windows 98, Microsoft Office 2002, Adobe Creative Suite, Macromedia, JavaScript
Education
The Art Institute of Pittsburgh-Online Division 2002 — 2007
Bachelor of Science (BS), Multimedia & Web Design
Kirstin Louie's Union Bank Experience May 2014 - August 2014
Job Renaissance Scholar & ForwardThinker
Industry Financial Services
Experience
Q5 July 2015 - August 2015
Union Bank May 2014 - August 2014
USC Office of Sustainability August 2013 - January 2014
Portal A Interactive May 2012 - August 2012
Diana C. Yuen O.D. April 2008 - August 2012
Michael Lamotte Studios June 2011 - June 2011
Skills
Event Planning, Digital Photography, Public Speaking, Community Outreach, Educational Leadership, Fundraising, Nonprofits, Social Media, Volunteer Management, Editing, Research, International Relations, Market Research, Photography, Microsoft Word, Social Networking
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Bachelor of Science (BSc)- General Course, International Relations and Economics
University of Southern California 2012 — 2016
Bachelor's degree, International Relations and the Global Economy
The Head-Royce School 1999 — 2012
Q5 July 2015 - August 2015
Union Bank May 2014 - August 2014
USC Office of Sustainability August 2013 - January 2014
Portal A Interactive May 2012 - August 2012
Diana C. Yuen O.D. April 2008 - August 2012
Michael Lamotte Studios June 2011 - June 2011
Skills
Event Planning, Digital Photography, Public Speaking, Community Outreach, Educational Leadership, Fundraising, Nonprofits, Social Media, Volunteer Management, Editing, Research, International Relations, Market Research, Photography, Microsoft Word, Social Networking
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Bachelor of Science (BSc)- General Course, International Relations and Economics
University of Southern California 2012 — 2016
Bachelor's degree, International Relations and the Global Economy
The Head-Royce School 1999 — 2012
Victor Rosario Victor Rosario's Union Bank Experience April 2003 - Present
Job VP / Finance Manager at Union Bank
Industry Banking
Experience
Rebuilding Together San Francisco September 2013 - Present
Union Bank April 2003 - Present
Skills
Analysis, Finance, Account Reconciliation, Banking, Internal Controls, Budgets, Forecasting, Management, Financial Reporting, Financial Analysis, General Ledger, Microsoft Word, Variance Analysis, Credit, Investments
Education
State University of New York at Stony Brook 1976 — 1978
BA Managerial Economics, minor Computer Science
Rebuilding Together San Francisco September 2013 - Present
Union Bank April 2003 - Present
Skills
Analysis, Finance, Account Reconciliation, Banking, Internal Controls, Budgets, Forecasting, Management, Financial Reporting, Financial Analysis, General Ledger, Microsoft Word, Variance Analysis, Credit, Investments
Education
State University of New York at Stony Brook 1976 — 1978
BA Managerial Economics, minor Computer Science
Craig Ward's Union Bank Experience August 2012 - Present
Job Vice President, Private Banker at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
Wells Fargo May 2002 - August 2012
Skills
Finance, Wealth Management, High Net Worth..., Portfolio Management, Retirement Planning, Mortgage Lending, Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Credit Analysis
Education
The University of Kansas 1997 — 2001
Bachelor of Science (B.S.), Business Admin/ Finance
Union Bank August 2012 - Present
Wells Fargo May 2002 - August 2012
Skills
Finance, Wealth Management, High Net Worth..., Portfolio Management, Retirement Planning, Mortgage Lending, Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Credit Analysis
Education
The University of Kansas 1997 — 2001
Bachelor of Science (B.S.), Business Admin/ Finance
Debbie Yeh's Union Bank Experience May 2013 - August 2013
Job Marketing Associate at Vancouver Fashion Week
Industry Marketing and Advertising
Experience
Union Bank May 2013 - August 2013
Hollister Co. September 2010 - December 2012
Vancouver Fashion Week April 2012 - September 2012
SMART START PRESCHOOL & KINDERGARTEN 2008 - 2010
Tzu Chi Foundation 2008 - 2010
Skills
Customer Service, Professional..., Social Media Marketing, General Office Duties, Public Speaking, PowerPoint, Organizational..., Time Management, Customer Relations, Customer Retention, Building Relationships, Visual Arts
Education
The University of British Columbia 2010 — 2014
Bachelor of Business, Business/Commerce, General
Taipei European School 2006 — 2010
International Baccalaureate
Union Bank May 2013 - August 2013
Hollister Co. September 2010 - December 2012
Vancouver Fashion Week April 2012 - September 2012
SMART START PRESCHOOL & KINDERGARTEN 2008 - 2010
Tzu Chi Foundation 2008 - 2010
Skills
Customer Service, Professional..., Social Media Marketing, General Office Duties, Public Speaking, PowerPoint, Organizational..., Time Management, Customer Relations, Customer Retention, Building Relationships, Visual Arts
Education
The University of British Columbia 2010 — 2014
Bachelor of Business, Business/Commerce, General
Taipei European School 2006 — 2010
International Baccalaureate
Shin Choy Yeung Shin Choy Yeung's Union Bank Experience March 2014 - Present
Job
Industry Information Technology and Services
Experience
MUFG Union Bank - Bank of Tokyo-Mitsubishi UFJ March 2014 - Present
Union Bank March 2014 - Present
Bank of the West, BNP Paribas Group 2013 - March 2014
Wells Fargo 2013 - 2013
Cognizant Technology Solutions 2012 - 2013
Cisco Systems 2007 - 2012
Kaiser Permanente IT 2007 - 2007
NetApp Inc. 2006 - 2007
Kaiser Permanente - Oakland, California August 2005 - 2006
Cisco Systems 2000 - July 2005
Skills
Program Management, SDLC, Cross-functional Team..., Business Intelligence, Enterprise Software, Business Process, Agile Methodologies, Vendor Management, Security, Team Leadership, Management, Process Improvement, Strategic Planning, Project Management, Leadership, Identity Management, Strategy, IT Strategy, IT Management, Governance, IT Service Management, Software Project..., Change Management, Telecommunications, Scrum, PMO, Virtualization, Testing, ITIL, SOA, Agile Project Management, People Skills, Strategic Thinking, Vendor Risk Management, Risk Management
Education
University of Toronto
BSc Hons
Stanford University
The George Washington University - School of Business
Masters Cert -Project Management
College du Saint Esprit
ORACLE Corp.
Novell Inc.
MUFG Union Bank - Bank of Tokyo-Mitsubishi UFJ March 2014 - Present
Union Bank March 2014 - Present
Bank of the West, BNP Paribas Group 2013 - March 2014
Wells Fargo 2013 - 2013
Cognizant Technology Solutions 2012 - 2013
Cisco Systems 2007 - 2012
Kaiser Permanente IT 2007 - 2007
NetApp Inc. 2006 - 2007
Kaiser Permanente - Oakland, California August 2005 - 2006
Cisco Systems 2000 - July 2005
Skills
Program Management, SDLC, Cross-functional Team..., Business Intelligence, Enterprise Software, Business Process, Agile Methodologies, Vendor Management, Security, Team Leadership, Management, Process Improvement, Strategic Planning, Project Management, Leadership, Identity Management, Strategy, IT Strategy, IT Management, Governance, IT Service Management, Software Project..., Change Management, Telecommunications, Scrum, PMO, Virtualization, Testing, ITIL, SOA, Agile Project Management, People Skills, Strategic Thinking, Vendor Risk Management, Risk Management
Education
University of Toronto
BSc Hons
Stanford University
The George Washington University - School of Business
Masters Cert -Project Management
College du Saint Esprit
ORACLE Corp.
Novell Inc.
Leann Younger Leann Younger's Union Bank Experience April 2012 - July 2012
Job Solutions Architect at Xerox
Industry Outsourcing/Offshoring
Experience
Xerox April 2015 - Present
PrimeConnections Contact Solutions August 2014 - February 2015
Ricoh Americas Corporation November 2012 - August 2014
Union Bank April 2012 - July 2012
Telvista Inc. November 2006 - March 2012
DRS Unmanned Technologies January 2005 - January 2006
CSC 2005 - 2006
Diebold Election Systems January 2003 - January 2005
CompuCom Systems January 1997 - January 2003
Skills
Onboarding, Management Consulting, Call Center, BPO, Business Strategy, Analytics, PeopleSoft, Outlook, Outsourcing, Data Center, Project Delivery, Disaster Recovery, Service Delivery, Managed Services, Knowledge Management, Temporary Placement, Vendor Management, Dedicated Professional, Call Centers, Contact Centers, Business Development, Process Improvement, Management, CRM, Workforce Management, Operations Management, Integration, Professional Services, Strategy, Customer Experience, Project Management, Program Management, Customer Satisfaction, Leadership, Enterprise Software, Pre-sales, Training, Team Leadership
Education
Tarleton State University 1988 — 1992
Bachelors of Science, Business Administration
Xerox April 2015 - Present
PrimeConnections Contact Solutions August 2014 - February 2015
Ricoh Americas Corporation November 2012 - August 2014
Union Bank April 2012 - July 2012
Telvista Inc. November 2006 - March 2012
DRS Unmanned Technologies January 2005 - January 2006
CSC 2005 - 2006
Diebold Election Systems January 2003 - January 2005
CompuCom Systems January 1997 - January 2003
Skills
Onboarding, Management Consulting, Call Center, BPO, Business Strategy, Analytics, PeopleSoft, Outlook, Outsourcing, Data Center, Project Delivery, Disaster Recovery, Service Delivery, Managed Services, Knowledge Management, Temporary Placement, Vendor Management, Dedicated Professional, Call Centers, Contact Centers, Business Development, Process Improvement, Management, CRM, Workforce Management, Operations Management, Integration, Professional Services, Strategy, Customer Experience, Project Management, Program Management, Customer Satisfaction, Leadership, Enterprise Software, Pre-sales, Training, Team Leadership
Education
Tarleton State University 1988 — 1992
Bachelors of Science, Business Administration
Ryan Noward Ryan Noward's Union Bank Experience September 2012 - September 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2013 - Present
Union Bank September 2012 - September 2013
Noward Consulting May 2009 - September 2013
Ernst & Young June 2009 - September 2012
Marshall Consulting Group October 2009 - July 2010
PPG Industries, Inc February 2005 - August 2008
PPG Industries, Inc June 2004 - February 2005
GE January 2002 - September 2002
Skills
Business Strategy, Competitive Analysis, Strategic Planning, Strategy, Business Analysis, Account Management, Business Planning, Management, Business Development, New Business Development, Start-ups, Financial Modeling, Manufacturing, Shared Services
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Strategy, Consulting
The Ohio State University
BSME, Mechanical Engineering
Maumee High School
The Boston Consulting Group September 2013 - Present
Union Bank September 2012 - September 2013
Noward Consulting May 2009 - September 2013
Ernst & Young June 2009 - September 2012
Marshall Consulting Group October 2009 - July 2010
PPG Industries, Inc February 2005 - August 2008
PPG Industries, Inc June 2004 - February 2005
GE January 2002 - September 2002
Skills
Business Strategy, Competitive Analysis, Strategic Planning, Strategy, Business Analysis, Account Management, Business Planning, Management, Business Development, New Business Development, Start-ups, Financial Modeling, Manufacturing, Shared Services
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Strategy, Consulting
The Ohio State University
BSME, Mechanical Engineering
Maumee High School
Arash Delafkaran Arash Delafkaran's Union Bank Experience April 2000 - May 2012
Job
Industry Banking
Experience
U.S. Bank May 2012 - Present
Union Bank April 2000 - May 2012
Wells Fargo Bank June 1994 - March 2000
Skills
Small Business Lending, Commercial Banking, Consumer Lending, Loans, Credit, Banking, Commercial Mortgages, Retail Banking, Branch Banking, Cash Management, Portfolio Management, Mortgage Lending, Deposits, Treasury Management, Lines Of Credit, Loan Origination
Education
University of Washington 2007 — 2010
Pacific Coast Banking School
The University of Sheffield 1981 — 1984
U.S. Bank May 2012 - Present
Union Bank April 2000 - May 2012
Wells Fargo Bank June 1994 - March 2000
Skills
Small Business Lending, Commercial Banking, Consumer Lending, Loans, Credit, Banking, Commercial Mortgages, Retail Banking, Branch Banking, Cash Management, Portfolio Management, Mortgage Lending, Deposits, Treasury Management, Lines Of Credit, Loan Origination
Education
University of Washington 2007 — 2010
Pacific Coast Banking School
The University of Sheffield 1981 — 1984
Ira Hillyer Ira Hillyer's Union Bank Experience 2012 - June 2014
Job Fiduciary Consultant
Industry Financial Services
Experience
Hillyer Advisory September 2014 - Present
Union Bank 2012 - June 2014
Mechanics Bank April 1991 - 2011
Mechanics Bank 1991 - 2011
First Interstate Bank 1988 - 1991
Donaldson, Lufkin & Jenrette 1984 - 1988
Campus Crusade for Christ 1982 - 1984
Texas Housing Finance Agency / Texas Senate 1977 - 1981
The Bank of California 1972 - 1977
Skills
Business Development, Wealth Management, Investment Management, Estate Planning, Trust Services, Planned Giving, Public Relations, Corporate Trust, Foundations, Community Development, Non-profits, Relationship Management, Building Relationships, Leadership, Endowments, Charitable Gift Planning, Trust Management, Strategic Financial..., Portfolio Management, Asset Managment, Boy Scouts, Legacy Giving, Fundraising, Event Planning, Public Speaking, State Government, Political Campaigns, Legal Documents, Wills, Collaboration, Trusting Relationships, Legislative Relations, Trusted Advisor, Board of Directors, Banking, Asset Management, Trusts, Wealth, Nonprofits, Investment Advisory, Financial Services, Financial Advisory, Loans, Series 7, Estate Law, Finance, IRAs, Risk Management, High Net Worth..., Wealth Management...
Education
The University of Texas School of Law
Doctor of Law (JD)
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
Texas A&M University
Hillyer Advisory September 2014 - Present
Union Bank 2012 - June 2014
Mechanics Bank April 1991 - 2011
Mechanics Bank 1991 - 2011
First Interstate Bank 1988 - 1991
Donaldson, Lufkin & Jenrette 1984 - 1988
Campus Crusade for Christ 1982 - 1984
Texas Housing Finance Agency / Texas Senate 1977 - 1981
The Bank of California 1972 - 1977
Skills
Business Development, Wealth Management, Investment Management, Estate Planning, Trust Services, Planned Giving, Public Relations, Corporate Trust, Foundations, Community Development, Non-profits, Relationship Management, Building Relationships, Leadership, Endowments, Charitable Gift Planning, Trust Management, Strategic Financial..., Portfolio Management, Asset Managment, Boy Scouts, Legacy Giving, Fundraising, Event Planning, Public Speaking, State Government, Political Campaigns, Legal Documents, Wills, Collaboration, Trusting Relationships, Legislative Relations, Trusted Advisor, Board of Directors, Banking, Asset Management, Trusts, Wealth, Nonprofits, Investment Advisory, Financial Services, Financial Advisory, Loans, Series 7, Estate Law, Finance, IRAs, Risk Management, High Net Worth..., Wealth Management...
Education
The University of Texas School of Law
Doctor of Law (JD)
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
Texas A&M University
Patricia Longworth Modjeski Patricia Longworth Modjeski's Union Bank Experience March 2006 - August 2008
Job Administrative Professional
Industry Consumer Services
Experience
Harmony Home Health & Hospice September 2013 - February 2015
Sona MedSpa March 2011 - June 2012
Florence Savings Bank September 2008 - November 2009
Union Bank March 2006 - August 2008
Hannoush Jewelers October 1995 - June 2005
Skills
Clerical Skills, Client Co-ordination, Cash Management, Phone Etiquette, Front Office, Microsoft Office, Office Management, Office Equipment, Back Office, Filing, Appointment Scheduling, Inventory Management, Time Management, Microsoft Excel, Outlook, Negotiation, Training, Customer Service, Sales
Education
Springfield Technical Community College
Associates, Liberal Arts
Harmony Home Health & Hospice September 2013 - February 2015
Sona MedSpa March 2011 - June 2012
Florence Savings Bank September 2008 - November 2009
Union Bank March 2006 - August 2008
Hannoush Jewelers October 1995 - June 2005
Skills
Clerical Skills, Client Co-ordination, Cash Management, Phone Etiquette, Front Office, Microsoft Office, Office Management, Office Equipment, Back Office, Filing, Appointment Scheduling, Inventory Management, Time Management, Microsoft Excel, Outlook, Negotiation, Training, Customer Service, Sales
Education
Springfield Technical Community College
Associates, Liberal Arts
Runa Kargupta, CTP's Union Bank Experience Vice President / Relationship ManagerUnion BankJanuary 2009 - Present
Job Vice President / Relationship Manager
Industry Banking
Experience
Union Bank Vice President / Relationship ManagerUnion BankJanuary 2009 - Present
Union Bank September 2005 - December 2008
Union Bank October 1996 - September 2005
Bank of California July 1992 - September 1996
Skills
Certified Treasury..., Treasury Management, Banking, Commercial Banking, Credit, Financial Analysis, Strategic Financial..., Cash Management, Credit Analysis, Treasury Services, Loans, Small Business Lending, Retail Banking, Credit Risk, Relationship Management, Commercial Lending
Education
University of Calcutta 1986 — 1988
Masters, Economics
St. Xavier's College 1983 — 1986
Bachelor's degree, Economics
Union Bank Vice President / Relationship ManagerUnion BankJanuary 2009 - Present
Union Bank September 2005 - December 2008
Union Bank October 1996 - September 2005
Bank of California July 1992 - September 1996
Skills
Certified Treasury..., Treasury Management, Banking, Commercial Banking, Credit, Financial Analysis, Strategic Financial..., Cash Management, Credit Analysis, Treasury Services, Loans, Small Business Lending, Retail Banking, Credit Risk, Relationship Management, Commercial Lending
Education
University of Calcutta 1986 — 1988
Masters, Economics
St. Xavier's College 1983 — 1986
Bachelor's degree, Economics
Schuyler Sweet Schuyler Sweet's Union Bank Experience 2007 - Present
Job Director at Union Bankshares, Inc.
Industry Financial Services
Experience
Union Bank 2007 - Present
Stony River Properties, LLC 1999 - Present
Central NY Coach Lines, Inc September 1970 - December 1999
Education
Syracuse University
Union Bank 2007 - Present
Stony River Properties, LLC 1999 - Present
Central NY Coach Lines, Inc September 1970 - December 1999
Education
Syracuse University
Vivian Tomassetti Vivian Tomassetti's Union Bank Experience April 2014 - March 2015
Job Mortgage Consultant at EverBank
Industry Financial Services
Experience
EverBank March 2015 - Present
Union Bank April 2014 - March 2015
Guaranteed Rate September 2013 - April 2014
WellsFargo 2001 - 2011
Skills
Mortgage Banking, Loan Origination, FHA, Refinance, Mortgage Lending, Sellers, Loans, Home Equity Lines of..., Commercial Real Estate, Finance, First Time Home Buyers, Investment Properties, Foreclosures, REO, Residential Mortgages, Real Estate, Reverse Mortgages, VA Loans, VA loans
Education
State University of New York College at Oswego
EverBank March 2015 - Present
Union Bank April 2014 - March 2015
Guaranteed Rate September 2013 - April 2014
WellsFargo 2001 - 2011
Skills
Mortgage Banking, Loan Origination, FHA, Refinance, Mortgage Lending, Sellers, Loans, Home Equity Lines of..., Commercial Real Estate, Finance, First Time Home Buyers, Investment Properties, Foreclosures, REO, Residential Mortgages, Real Estate, Reverse Mortgages, VA Loans, VA loans
Education
State University of New York College at Oswego
Jill Yamamoto Jill Yamamoto's Union Bank Experience 1978 - 1988
Job Vice President / Commercial Banking Portfolio Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank June 2015 - Present
Umpqua Bank (formerly Argent Bank) January 2008 - April 2014
Commerce National Bank January 2008 - November 2013
Citizens Business Bank September 2003 - December 2007
First Bank 2002 - 2003
Omega Performance 2002 - 2002
Mellon Private Banking 1999 - 2001
Downey Savings May 1996 - May 1999
First Interstate Bank 1988 - 1996
Union Bank 1978 - 1988
Skills
Commercial Banking, Banking, Loans, Credit Analysis, Cash Management, Credit, Portfolio Management, Asset Based Lending, Financial Analysis, Underwriting, Credit Risk, Risk Management, Commercial Lending, Small Business Lending, Consumer Lending, Private Banking, Commercial Mortgages, Accounting, Loan Origination, Lines Of Credit, Deposits, Middle Market, Finance, SBA, Structured Finance, Restructuring, Construction Loans, Mergers & Acquisitions, Cash Flow Lending, SBA 504, Trade Finance, Mortgage Banking, Financial Structuring, Relationship Management, Commercial Finance, Funding
Education
University of California, Irvine 1970 — 1984
Ph.D, M.A., B.A., German Literature
Georg-August-Universität Göttingen 1972 — 1973
German, French
Savanna High School 1967 — 1970
Umpqua Bank June 2015 - Present
Umpqua Bank (formerly Argent Bank) January 2008 - April 2014
Commerce National Bank January 2008 - November 2013
Citizens Business Bank September 2003 - December 2007
First Bank 2002 - 2003
Omega Performance 2002 - 2002
Mellon Private Banking 1999 - 2001
Downey Savings May 1996 - May 1999
First Interstate Bank 1988 - 1996
Union Bank 1978 - 1988
Skills
Commercial Banking, Banking, Loans, Credit Analysis, Cash Management, Credit, Portfolio Management, Asset Based Lending, Financial Analysis, Underwriting, Credit Risk, Risk Management, Commercial Lending, Small Business Lending, Consumer Lending, Private Banking, Commercial Mortgages, Accounting, Loan Origination, Lines Of Credit, Deposits, Middle Market, Finance, SBA, Structured Finance, Restructuring, Construction Loans, Mergers & Acquisitions, Cash Flow Lending, SBA 504, Trade Finance, Mortgage Banking, Financial Structuring, Relationship Management, Commercial Finance, Funding
Education
University of California, Irvine 1970 — 1984
Ph.D, M.A., B.A., German Literature
Georg-August-Universität Göttingen 1972 — 1973
German, French
Savanna High School 1967 — 1970
Ruth McKinney Ruth McKinney's Union Bank Experience 2006 - 2007
Job Design & Consulting / Project Manager with strong publishing background and a positive attitude.
Industry Publishing
Experience
Taproot Foundation 2013 - Present
Freelance 2003 - Present
Braille Institute January 2010 - November 2012
Union Bank 2006 - 2007
Glencoe/McGraw-Hill 1998 - 2003
Alfred Publishing Co., Inc. 1991 - 1998
Skills
Editorial, InDesign, Advertising, Strategic Planning, Editing, Art Direction, Adobe Creative Suite, Publishing, Marketing, Social Media, Packaging, Newsletters, Project Management, Illustrator, Photoshop, Graphic Design, Magazines, Management, Creative Direction, Layout, Copywriting, Video, Web Design, Online Marketing, Content Management, Email Marketing, Publications, Books, Graphics, QuarkXPress, Multimedia, Mac, Content Strategy, Adobe Acrobat, WordPress, Digital Media, Copy Editing, Direct Mail, Blogging, Web Development, Social Media Marketing, Leadership
Education
Syracuse University
BFA, Advertising Design
Taproot Foundation 2013 - Present
Freelance 2003 - Present
Braille Institute January 2010 - November 2012
Union Bank 2006 - 2007
Glencoe/McGraw-Hill 1998 - 2003
Alfred Publishing Co., Inc. 1991 - 1998
Skills
Editorial, InDesign, Advertising, Strategic Planning, Editing, Art Direction, Adobe Creative Suite, Publishing, Marketing, Social Media, Packaging, Newsletters, Project Management, Illustrator, Photoshop, Graphic Design, Magazines, Management, Creative Direction, Layout, Copywriting, Video, Web Design, Online Marketing, Content Management, Email Marketing, Publications, Books, Graphics, QuarkXPress, Multimedia, Mac, Content Strategy, Adobe Acrobat, WordPress, Digital Media, Copy Editing, Direct Mail, Blogging, Web Development, Social Media Marketing, Leadership
Education
Syracuse University
BFA, Advertising Design
Jim Holliman Jim Holliman's Union Bank Experience August 1987 - July 1995
Job Senior Vice President Senior Lending Officer at Northern Trust
Industry Banking
Experience
Northern Trust March 2013 - Present
US Bank November 2009 - March 2013
San Diego National Bank November 1999 - October 2009
Tokai Bank July 1995 - November 1999
Union Bank August 1987 - July 1995
San Diego Trust and Savings Bank April 1984 - August 1987
Skills
Commercial Mortgages, Commercial Lending, Construction Loans, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Underwriting, Portfolio Management, Banking, Credit Risk, Real Estate Economics, Real Estate Financing, Relationship Management, Lines Of Credit, Asset Management
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Poly High School
Northern Trust March 2013 - Present
US Bank November 2009 - March 2013
San Diego National Bank November 1999 - October 2009
Tokai Bank July 1995 - November 1999
Union Bank August 1987 - July 1995
San Diego Trust and Savings Bank April 1984 - August 1987
Skills
Commercial Mortgages, Commercial Lending, Construction Loans, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Underwriting, Portfolio Management, Banking, Credit Risk, Real Estate Economics, Real Estate Financing, Relationship Management, Lines Of Credit, Asset Management
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Poly High School
Stephen Gelina Stephen Gelina's Union Bank Experience June 2012 - May 2013
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Union Bank June 2012 - May 2013
Wells Fargo Advisors April 2010 - February 2012
Wells Fargo Private Bank January 2007 - April 2010
Wells Fargo Investments November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) January 2003 - September 2004
SPEC English Institute June 2001 - December 2002
Education
San Diego State University 2011 — 2013
Master's degree, Accounting and Finance
The University of New Mexico 1997 — 2001
BBA, International Management
Union Bank June 2012 - May 2013
Wells Fargo Advisors April 2010 - February 2012
Wells Fargo Private Bank January 2007 - April 2010
Wells Fargo Investments November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) January 2003 - September 2004
SPEC English Institute June 2001 - December 2002
Education
San Diego State University 2011 — 2013
Master's degree, Accounting and Finance
The University of New Mexico 1997 — 2001
BBA, International Management
Janet Kelley/Brown Janet Kelley/Brown's Union Bank Experience 2009 - 2011
Job Computer Operator
Industry Information Technology and Services
Experience
Frontier Bank/Union Bank November 2009 - May 2011
Union Bank 2009 - 2011
Toyota Motor Co April 2008 - March 2009
U.S. Foodservice October 1998 - April 2006
Mayo Clinic March 1997 - October 1998
Education
GOLDEN VALLEY LUTHERAN COLLEGE
A.A. Degree
St. Cloud State University
Mathematics/Business
COTTONWOOD PUBLIC HIGH SCHOOL
H.S. Diploma
Frontier Bank/Union Bank November 2009 - May 2011
Union Bank 2009 - 2011
Toyota Motor Co April 2008 - March 2009
U.S. Foodservice October 1998 - April 2006
Mayo Clinic March 1997 - October 1998
Education
GOLDEN VALLEY LUTHERAN COLLEGE
A.A. Degree
St. Cloud State University
Mathematics/Business
COTTONWOOD PUBLIC HIGH SCHOOL
H.S. Diploma
Tom Heller Tom Heller's Union Bank Experience September 2010 - Present
Job SVP Treasury, Trust and Payment Systems at Union Bank
Industry Financial Services
Experience
Union Bank September 2010 - Present
Kettering 2010 - 2010
SunTrust Banks Inc 2003 - April 2009
Symcor, Canada 2002 - 2003
PNC Bank 1999 - 2002
National Australia Bank (MNB) August 1998 - October 1999
Banc One Services Corporation 1983 - 1998
Federal Reserve Bank of Boston September 1980 - June 1983
Skills
Treasury Management, Commercial Banking, Payment Systems, Mergers, Retail, Checks, Payments, Risk Management, ACH, Cash Management, Credit Cards, Retail Banking, Management, Business Process..., Change Management, Banking, Financial Risk, Mergers & Acquisitions, Strategy, Process Improvement, CRM, Cross-functional Team..., Financial Services, Executive Management, Leadership, Finance, Vendor Management
Education
Ohio University (MBA) 1996 — 1997
MBA, Business Administration, 3.85
The Ohio State University 1976 — 1980
BS, Production & Operations Mgmt.
Union Bank September 2010 - Present
Kettering 2010 - 2010
SunTrust Banks Inc 2003 - April 2009
Symcor, Canada 2002 - 2003
PNC Bank 1999 - 2002
National Australia Bank (MNB) August 1998 - October 1999
Banc One Services Corporation 1983 - 1998
Federal Reserve Bank of Boston September 1980 - June 1983
Skills
Treasury Management, Commercial Banking, Payment Systems, Mergers, Retail, Checks, Payments, Risk Management, ACH, Cash Management, Credit Cards, Retail Banking, Management, Business Process..., Change Management, Banking, Financial Risk, Mergers & Acquisitions, Strategy, Process Improvement, CRM, Cross-functional Team..., Financial Services, Executive Management, Leadership, Finance, Vendor Management
Education
Ohio University (MBA) 1996 — 1997
MBA, Business Administration, 3.85
The Ohio State University 1976 — 1980
BS, Production & Operations Mgmt.
Nishit Shah Nishit Shah's Union Bank Experience April 2012 - January 2014
Job Business Systems Integrator at Google
Industry Internet
Experience
Google January 2014 - Present
Union Bank April 2012 - January 2014
Farmers Insurance February 2011 - April 2012
Oracle Financial Services Software August 2007 - December 2007
Skills
Hyperion, Essbase, Hyperion Planning, Oracle EPM, Oracle, Oracle SQL, Shared Services, FDM, Microsoft SQL Server, Hyperion Financial..., Financial Reporting, Workspace, Essbase Studio, Smartview, Hyperion Enterprise, Oracle Application..., EPM, SDLC, Apex Programming, Business Intelligence, Hyperion EPM, Business Analysis, Toad, Solution Architecture, Cubes, Unix, OBIEE, ETL, OLAP, Data Warehousing, Shell Scripting
Education
Stevens Institute of Technology
Master's degree, Computer Science
D.J.Sanghvi College of Engineering
Bachelor's degree, Information Technology, A
University of Mumbai
Bachelor's degree, Information Technology
Google January 2014 - Present
Union Bank April 2012 - January 2014
Farmers Insurance February 2011 - April 2012
Oracle Financial Services Software August 2007 - December 2007
Skills
Hyperion, Essbase, Hyperion Planning, Oracle EPM, Oracle, Oracle SQL, Shared Services, FDM, Microsoft SQL Server, Hyperion Financial..., Financial Reporting, Workspace, Essbase Studio, Smartview, Hyperion Enterprise, Oracle Application..., EPM, SDLC, Apex Programming, Business Intelligence, Hyperion EPM, Business Analysis, Toad, Solution Architecture, Cubes, Unix, OBIEE, ETL, OLAP, Data Warehousing, Shell Scripting
Education
Stevens Institute of Technology
Master's degree, Computer Science
D.J.Sanghvi College of Engineering
Bachelor's degree, Information Technology, A
University of Mumbai
Bachelor's degree, Information Technology
Joseph Lieske Joseph Lieske's Union Bank Experience May 2014 - August 2014
Job Real Estate Analyst at Deutsche Bank
Industry Real Estate
Experience
Deutsche Bank June 2015 - Present
Union Bank May 2014 - August 2014
TwinRock Partners May 2013 - August 2013
Zaarly, Inc September 2011 - June 2012
Skills
Financial Analysis, Real Estate Transactions, Due Diligence, Real Estate, Argus Modeling, Financial Modeling, Valuation, Real Estate Economics
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Real Estate and Urban Analysis
Universitat Autònoma de Barcelona
International Economics & Business
Deutsche Bank June 2015 - Present
Union Bank May 2014 - August 2014
TwinRock Partners May 2013 - August 2013
Zaarly, Inc September 2011 - June 2012
Skills
Financial Analysis, Real Estate Transactions, Due Diligence, Real Estate, Argus Modeling, Financial Modeling, Valuation, Real Estate Economics
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Real Estate and Urban Analysis
Universitat Autònoma de Barcelona
International Economics & Business
Michael Tam Michael Tam's Union Bank Experience December 2012 - April 2014
Job Consultant at Protiviti
Industry Financial Services
Experience
Protiviti April 2014 - Present
Union Bank December 2012 - April 2014
Union Bank July 2011 - January 2013
Union Bank April 2012 - May 2012
Toyota June 2010 - June 2011
Scottrade January 2009 - August 2009
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Forecasting, Risk Management, Account Reconciliation, Banking, Process Improvement, Microsoft Word, Economics, Leadership, Accounting, Project Management
Education
University of California, Irvine 2006 — 2010
B.A., Economics; Management
The University of Hong Kong 2009 — 2009
N/A, International Business
Protiviti April 2014 - Present
Union Bank December 2012 - April 2014
Union Bank July 2011 - January 2013
Union Bank April 2012 - May 2012
Toyota June 2010 - June 2011
Scottrade January 2009 - August 2009
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Forecasting, Risk Management, Account Reconciliation, Banking, Process Improvement, Microsoft Word, Economics, Leadership, Accounting, Project Management
Education
University of California, Irvine 2006 — 2010
B.A., Economics; Management
The University of Hong Kong 2009 — 2009
N/A, International Business
Candelario Davila Candelario Davila's Union Bank Experience August 2015 - Present
Job Sr. Technology Program Lead at Union Bank/Consulant
Industry Information Technology and Services
Experience
Union Bank August 2015 - Present
Encore Capital Group September 2013 - August 2015
LPL Financial February 2012 - September 2013
Datacert January 2011 - February 2012
Hitachi Consulting November 2006 - January 2011
Alcatel June 2005 - October 2006
Skills
SQL, Microsoft Office, SSRS, SSIS, Financial Analysis, Financial Reporting, Series 7, Series 63, Agile & Waterfall..., Visio, HP Quality Center, Quality Center, Software Documentation, Requirements Analysis
Education
University of North TX
MBA - Master, Business Administration
The University of Dallas
BA. - Bachelors, Liberal Arts, Theology
Union Bank August 2015 - Present
Encore Capital Group September 2013 - August 2015
LPL Financial February 2012 - September 2013
Datacert January 2011 - February 2012
Hitachi Consulting November 2006 - January 2011
Alcatel June 2005 - October 2006
Skills
SQL, Microsoft Office, SSRS, SSIS, Financial Analysis, Financial Reporting, Series 7, Series 63, Agile & Waterfall..., Visio, HP Quality Center, Quality Center, Software Documentation, Requirements Analysis
Education
University of North TX
MBA - Master, Business Administration
The University of Dallas
BA. - Bachelors, Liberal Arts, Theology
Thomas Hill Thomas Hill's Union Bank Experience July 2009 - March 2011
Job Senior Managing Director, Commercial Business Banking Opus Bank
Industry Banking
Experience
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Aman Ghavim Aman Ghavim's Union Bank Experience December 2012 - July 2013
Job Senior Programmer/Analyst at Raley's Family of Fine Stores
Industry Information Technology and Services
Experience
Raleys February 2015 - Present
TE Connectivity July 2013 - February 2015
Union Bank December 2012 - July 2013
Sempra Energy May 2012 - December 2012
Northrop Grumman Corporation December 2010 - May 2012
Union Bank October 2010 - December 2010
Northrop Grumman Corporation October 2007 - October 2010
Charles Schwab January 2007 - October 2007
University of California July 2006 - January 2007
AT&T July 2004 - August 2005
Skills
TSO, Xpediter, Endeavor, DB2, CICS, IBM Mainframe, z/OS, VSAM, Fileaid, Mainframe, JCL, MVS, COBOL, Easytrieve, IBM Utilities, IMS DB/DC, REXX, QMF, SPUFI, Syncsort
Education
SAP Academy - ABAP Training 1998 — 1998
Texas A&M University-Commerce 1978 — 1981
Master of Science, Commerce; Industry and Technology
Texas A&M University-Commerce 1978 — 1979
Bachelor of Science, Computer Science
Raleys February 2015 - Present
TE Connectivity July 2013 - February 2015
Union Bank December 2012 - July 2013
Sempra Energy May 2012 - December 2012
Northrop Grumman Corporation December 2010 - May 2012
Union Bank October 2010 - December 2010
Northrop Grumman Corporation October 2007 - October 2010
Charles Schwab January 2007 - October 2007
University of California July 2006 - January 2007
AT&T July 2004 - August 2005
Skills
TSO, Xpediter, Endeavor, DB2, CICS, IBM Mainframe, z/OS, VSAM, Fileaid, Mainframe, JCL, MVS, COBOL, Easytrieve, IBM Utilities, IMS DB/DC, REXX, QMF, SPUFI, Syncsort
Education
SAP Academy - ABAP Training 1998 — 1998
Texas A&M University-Commerce 1978 — 1981
Master of Science, Commerce; Industry and Technology
Texas A&M University-Commerce 1978 — 1979
Bachelor of Science, Computer Science
Kelvin Davis Kelvin Davis's Union Bank Experience January 2011 - January 2012
Job SVP SBA Business Development Officer at Seacoast Commerce Bank
Industry Financial Services
Experience
Seacoast Commerce Bank January 2012 - Present
Union Bank January 2011 - January 2012
Community Bank November 2007 - January 2011
Lehman Brothers Bank - Small Business Finance 1998 - 2007
Office of Thrift Supervision September 1987 - April 1994
Education
Southwestern Law School 1994 — 1997
Juris Doctor, Law
University of California, Los Angeles 1981 — 1987
BA, Economics
Seacoast Commerce Bank January 2012 - Present
Union Bank January 2011 - January 2012
Community Bank November 2007 - January 2011
Lehman Brothers Bank - Small Business Finance 1998 - 2007
Office of Thrift Supervision September 1987 - April 1994
Education
Southwestern Law School 1994 — 1997
Juris Doctor, Law
University of California, Los Angeles 1981 — 1987
BA, Economics
Elisa Corridore Elisa Corridore's Union Bank Experience May 2014 - Present
Job VP Commerical Products Relationship Management at Union Bank
Industry Financial Services
Experience
Union Bank May 2014 - Present
Skills
Executive Certificate..., Negotiation, Emerging Markets, Cash Management, Financial Risk, Project Portfolio..., Mobile Devices, Due Diligence, Positioning, Market Analysis, Business Intelligence, Online Advertising, Sales, Product Marketing, Business Planning, Contract Negotiation, Marketing, Business Development, CRM, Strategy, Financial Services, Management, Marketing Strategy, Entrepreneurship, Strategic Partnerships, Debit Cards, Start-ups, Payments, Sales Operations, B2B, Credit Cards, P&L Management, Electronic Payments, Product Development, Payment Card Processing, Executive Management, Direct Marketing, Payment Systems, Mobile Payments, Cards, Selling, E-payments, Payment Cards, Acquiring, Payment Gateways, Merchant Services, EMV, Mobile Commerce, Payment Industry, Transaction Processing
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance and Marketing
State University of New York College at Potsdam
BA, Economics, Business
Union Bank May 2014 - Present
Skills
Executive Certificate..., Negotiation, Emerging Markets, Cash Management, Financial Risk, Project Portfolio..., Mobile Devices, Due Diligence, Positioning, Market Analysis, Business Intelligence, Online Advertising, Sales, Product Marketing, Business Planning, Contract Negotiation, Marketing, Business Development, CRM, Strategy, Financial Services, Management, Marketing Strategy, Entrepreneurship, Strategic Partnerships, Debit Cards, Start-ups, Payments, Sales Operations, B2B, Credit Cards, P&L Management, Electronic Payments, Product Development, Payment Card Processing, Executive Management, Direct Marketing, Payment Systems, Mobile Payments, Cards, Selling, E-payments, Payment Cards, Acquiring, Payment Gateways, Merchant Services, EMV, Mobile Commerce, Payment Industry, Transaction Processing
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance and Marketing
State University of New York College at Potsdam
BA, Economics, Business
Eva Yu, CFA Eva Yu, CFA's Union Bank Experience December 2012 - Present
Job Basel II Data Analyst, VP at Union Bank
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Union Bank December 2012 - Present
Union Bank March 2012 - December 2012
PMI Group September 2007 - February 2012
Pentagon Federal Credit Union May 2006 - September 2007
Appix 2005 - 2006
Skills
SAS, SQL, VBA, Credit risk, Risk Management, Financial Modeling, Data Analysis, Mortgage Banking, Secondary Market, Relational Databases, Database Design, Data Modeling, Credit Unions, Business Intelligence, Performance Reporting, Portfolio Management, Enterprise Risk..., Basel II, profitability analysis, loss forecast, Project Management, Business Analysis, mortgage insurance
Education
The George Washington University
MS, Information Technology
The George Washington University - School of Business
MBA, Finance
Wells Fargo January 2014 - Present
Union Bank December 2012 - Present
Union Bank March 2012 - December 2012
PMI Group September 2007 - February 2012
Pentagon Federal Credit Union May 2006 - September 2007
Appix 2005 - 2006
Skills
SAS, SQL, VBA, Credit risk, Risk Management, Financial Modeling, Data Analysis, Mortgage Banking, Secondary Market, Relational Databases, Database Design, Data Modeling, Credit Unions, Business Intelligence, Performance Reporting, Portfolio Management, Enterprise Risk..., Basel II, profitability analysis, loss forecast, Project Management, Business Analysis, mortgage insurance
Education
The George Washington University
MS, Information Technology
The George Washington University - School of Business
MBA, Finance
Manisha Merchant Manisha Merchant's Union Bank Experience February 2009 - March 2014
Job Senior Vice President and Associate General Counsel at Banc of California, N.A.
Industry Law Practice
Experience
Banc of California March 2014 - Present
Union Bank February 2009 - March 2014
Washington Mutual July 2007 - February 2009
Wachovia Bank March 2005 - July 2007
WFS Financial - Western Financial Bank March 2002 - March 2005
Shipman & Goodwin LLP 1999 - 2000
Skills
Due Diligence, Banking, Litigation, Financial Services, Mergers, Corporate Governance, Securities, Corporate Law, Risk Management, AML, Corporate Finance, Licensing, Capital Markets, Legal Research, Securities Regulation, Legal Writing, Intellectual Property, Leadership, Investments, Employment Law, Compliance, Commercial Litigation, Privacy Law
Education
The University of Connecticut School of Business 1997 — 1999
MBA, Finance
The University of Connecticut School of Law 1996 — 1999
JD/MBA
University of California, Irvine 1993 — 1996
BA, Criminology, Law, and Society
Alden Terrace
Banc of California March 2014 - Present
Union Bank February 2009 - March 2014
Washington Mutual July 2007 - February 2009
Wachovia Bank March 2005 - July 2007
WFS Financial - Western Financial Bank March 2002 - March 2005
Shipman & Goodwin LLP 1999 - 2000
Skills
Due Diligence, Banking, Litigation, Financial Services, Mergers, Corporate Governance, Securities, Corporate Law, Risk Management, AML, Corporate Finance, Licensing, Capital Markets, Legal Research, Securities Regulation, Legal Writing, Intellectual Property, Leadership, Investments, Employment Law, Compliance, Commercial Litigation, Privacy Law
Education
The University of Connecticut School of Business 1997 — 1999
MBA, Finance
The University of Connecticut School of Law 1996 — 1999
JD/MBA
University of California, Irvine 1993 — 1996
BA, Criminology, Law, and Society
Alden Terrace
Ilze I. Silis, CFP®'s Union Bank Experience July 2000 - August 2006
Job Senior Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
TSB Capital July 2008 - September 2010
Comerica Wealth Management August 2006 - July 2008
Union Bank July 2000 - August 2006
Skills
Capital Markets, Wealth Management..., Private Banking, Strategic Financial..., Securities, Banking, Investment Management, Private Equity, Credit, Commercial Banking, Relationship Management, Finance, Underwriting, Loan Origination, Wealth Management, FINRA, Series 7, Mutual Funds, Portfolio Management, Wealth, Asset Management, Residential Mortgages, Investment Advisory
Education
Stanford University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
Morgan Stanley September 2010 - Present
TSB Capital July 2008 - September 2010
Comerica Wealth Management August 2006 - July 2008
Union Bank July 2000 - August 2006
Skills
Capital Markets, Wealth Management..., Private Banking, Strategic Financial..., Securities, Banking, Investment Management, Private Equity, Credit, Commercial Banking, Relationship Management, Finance, Underwriting, Loan Origination, Wealth Management, FINRA, Series 7, Mutual Funds, Portfolio Management, Wealth, Asset Management, Residential Mortgages, Investment Advisory
Education
Stanford University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
Chuck Berntson Chuck Berntson's Union Bank Experience November 2007 - May 2015
Job Executive Vice President at MUFG Union Bank
Industry Banking
Experience
Union Bank November 2007 - May 2015
AIG March 1998 - November 2007
Skills
Banking, Vendor Management, Treasury Management, Portfolio Management, Commercial Banking, Financial Risk, Change Management, Credit, Financial Services, Underwriting, Relationship Management, Financial Analysis, Loans, Risk Management, Retail Banking, Cash Management, Insurance
Education
Stony Brook University 1973 — 1975
MS, Engineering
Stony Brook University 1968 — 1972
BES, Engineering
Union Bank November 2007 - May 2015
AIG March 1998 - November 2007
Skills
Banking, Vendor Management, Treasury Management, Portfolio Management, Commercial Banking, Financial Risk, Change Management, Credit, Financial Services, Underwriting, Relationship Management, Financial Analysis, Loans, Risk Management, Retail Banking, Cash Management, Insurance
Education
Stony Brook University 1973 — 1975
MS, Engineering
Stony Brook University 1968 — 1972
BES, Engineering
Michael L. Williams Michael L. Williams's Union Bank Experience 2009 - 2011
Job OIC for Union Bank
Industry Banking
Experience
Securitas for Union Bank March 2009 - Present
Union Bank 2009 - 2011
Home Instead Senior Care September 2006 - April 2008
Sky Financial Group November 1974 - July 2006
Sky Financial Group 1974 - 2006
Sky Bank 1974 - 2006
Education
The Ohio State University 1969 — 1970
Securitas for Union Bank March 2009 - Present
Union Bank 2009 - 2011
Home Instead Senior Care September 2006 - April 2008
Sky Financial Group November 1974 - July 2006
Sky Financial Group 1974 - 2006
Sky Bank 1974 - 2006
Education
The Ohio State University 1969 — 1970
Schuyler Sweet Schuyler Sweet's Union Bank Experience June 2007 - Present
Job Director at Union Bank
Industry Banking
Experience
Mayhew Program June 2014 - Present
Northern Region Advisory Board of the NH Charitable Foundation January 2010 - Present
Union Bank June 2007 - Present
NH Electric Coop Foundation January 2006 - Present
Stony River Properties, LLC September 1999 - Present
Littleton Rotary Club Charitable Fund, Inc 2014 - 2014
Ammonoosuc Community Health October 2004 - October 2011
Skills
Strategy, Banking, Business Strategy, Management, Leadership, Risk Management, Financial Analysis, Business Analysis
Education
Syracuse University 1966 — 1970
Mayhew Program June 2014 - Present
Northern Region Advisory Board of the NH Charitable Foundation January 2010 - Present
Union Bank June 2007 - Present
NH Electric Coop Foundation January 2006 - Present
Stony River Properties, LLC September 1999 - Present
Littleton Rotary Club Charitable Fund, Inc 2014 - 2014
Ammonoosuc Community Health October 2004 - October 2011
Skills
Strategy, Banking, Business Strategy, Management, Leadership, Risk Management, Financial Analysis, Business Analysis
Education
Syracuse University 1966 — 1970
Jeremy Katz Jeremy Katz's Union Bank Experience 2007 - 2012
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
Union Bank 2007 - 2012
Hain Capital Group, LLC June 2006 - August 2006
Sheridan Asset Management, LLC June 2005 - August 2005
Skills
Fixed Income, Securities Lending, Corporate Finance, Bloomberg, Direct Lending, Global View, Financial Advisory, financial pl, Life Insurance, Variable Annuities, Asset Allocation
Education
Trinity College, Dublin 2006 — 2007
One-Year Visiting Socrates Student: BESS (Business, Economics and Social Sciences)
The Ohio State University 2004 — 2007
BA, Poltical Science
University of Colorado Boulder 2002 — 2004
Business
Shaker Heights High School 1998 — 2002
AXA Advisors October 2012 - Present
Union Bank 2007 - 2012
Hain Capital Group, LLC June 2006 - August 2006
Sheridan Asset Management, LLC June 2005 - August 2005
Skills
Fixed Income, Securities Lending, Corporate Finance, Bloomberg, Direct Lending, Global View, Financial Advisory, financial pl, Life Insurance, Variable Annuities, Asset Allocation
Education
Trinity College, Dublin 2006 — 2007
One-Year Visiting Socrates Student: BESS (Business, Economics and Social Sciences)
The Ohio State University 2004 — 2007
BA, Poltical Science
University of Colorado Boulder 2002 — 2004
Business
Shaker Heights High School 1998 — 2002
Nasser Khraishi Nasser Khraishi's Union Bank Experience February 2009 - July 2011
Job Managing Director at Monere, LLC
Industry Investment Management
Experience
Monere, LLC July 2011 - Present
Union Bank February 2009 - July 2011
Jordan Kuwait Bank September 2004 - January 2009
SPSR, Inc. June 2001 - September 2004
Shoulders Corporation January 2000 - June 2001
PeopleWeb Communications, Inc. January 1999 - December 1999
Infinity Financial Technology May 1994 - January 1999
IRIS Associates September 1992 - May 1994
Systems Control Technology, Inc. December 1988 - September 1992
Skills
Finance, Banking, Business Development, Management Consulting, Financial Technology, Software Project..., Optimization
Education
Stanford University 1986 — 1990
PhD, Electrical Engineering
Stanford University 1984 — 1986
MSc, Engineering-Economic Systems
Kuwait University 1980 — 1984
BSc, Electrical Engineering
Monere, LLC July 2011 - Present
Union Bank February 2009 - July 2011
Jordan Kuwait Bank September 2004 - January 2009
SPSR, Inc. June 2001 - September 2004
Shoulders Corporation January 2000 - June 2001
PeopleWeb Communications, Inc. January 1999 - December 1999
Infinity Financial Technology May 1994 - January 1999
IRIS Associates September 1992 - May 1994
Systems Control Technology, Inc. December 1988 - September 1992
Skills
Finance, Banking, Business Development, Management Consulting, Financial Technology, Software Project..., Optimization
Education
Stanford University 1986 — 1990
PhD, Electrical Engineering
Stanford University 1984 — 1986
MSc, Engineering-Economic Systems
Kuwait University 1980 — 1984
BSc, Electrical Engineering
Jan Woolsey Jan Woolsey's Union Bank Experience September 1992 - Present
Job Managing Director / CRA Strategy & Operation Manager, Union Bank
Industry Banking
Experience
Junior League of Palo Alto-Mid Peninsula June 2012 - Present
National Association of Affordable Housing Lenders (NAAHL) 2012 - Present
Vintage Affaire October 2007 - Present
Union Bank September 1992 - Present
Rebuilding Together San Francisco October 2007 - September 2013
Junior League of Palo Alto-Mid Peninsula June 2010 - May 2011
Junior League of Palo Alto-Mid Peninsula May 2009 - June 2010
Skills
Data Management, Team Leadership, Strategic Planning, Strategy, Credit, Volunteer Management, Finance, Nonprofits, Public Relations, Budgets, Grants, Analysis, Fundraising, Management, Non-profits, Project Management, Banking, Event Planning, Community Outreach, Program Management, Public Speaking, Research, Microsoft Office, Team Building, Leadership, Marketing, Loans, Financial Analysis, Training
Education
St. Edward's University 1989 — 1991
Bachelor of Arts, Real Estate, Interior Design
Junior League of Palo Alto-Mid Peninsula June 2012 - Present
National Association of Affordable Housing Lenders (NAAHL) 2012 - Present
Vintage Affaire October 2007 - Present
Union Bank September 1992 - Present
Rebuilding Together San Francisco October 2007 - September 2013
Junior League of Palo Alto-Mid Peninsula June 2010 - May 2011
Junior League of Palo Alto-Mid Peninsula May 2009 - June 2010
Skills
Data Management, Team Leadership, Strategic Planning, Strategy, Credit, Volunteer Management, Finance, Nonprofits, Public Relations, Budgets, Grants, Analysis, Fundraising, Management, Non-profits, Project Management, Banking, Event Planning, Community Outreach, Program Management, Public Speaking, Research, Microsoft Office, Team Building, Leadership, Marketing, Loans, Financial Analysis, Training
Education
St. Edward's University 1989 — 1991
Bachelor of Arts, Real Estate, Interior Design
Dominik Skwarnicki Dominik Skwarnicki's Union Bank Experience July 2011 - Present
Job Design and Construction Program Manager at Union Bank
Industry Construction
Experience
Union Bank July 2011 - Present
Alfa Tech July 2008 - July 2011
Caterpillar June 2004 - June 2008
University of Illinois at Urbana-Champaign August 2002 - June 2004
Lockheed Martin May 2001 - August 2001
Skills
Six Sigma, Construction, Management, PMP, Budgets, Simulations, Project Management, LEED, MS Project, Construction Management, Program Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2002 — 2004
Masters, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1998 — 2002
Bachelors, Mechanical Engineering
Union Bank July 2011 - Present
Alfa Tech July 2008 - July 2011
Caterpillar June 2004 - June 2008
University of Illinois at Urbana-Champaign August 2002 - June 2004
Lockheed Martin May 2001 - August 2001
Skills
Six Sigma, Construction, Management, PMP, Budgets, Simulations, Project Management, LEED, MS Project, Construction Management, Program Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2002 — 2004
Masters, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1998 — 2002
Bachelors, Mechanical Engineering
Will Mannon's Union Bank Experience 1982 - 1989
Job Executive Vice President, Standards Group at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Mercer Advisors December 2012 - September 2015
Mercer Advisors December 2010 - November 2012
Mercer Advisors December 2010 - February 2012
21st Financial, Inc. January 2008 - September 2010
Payden & Rygel 2002 - 2007
InvestTech Systems Consulting 2000 - 2002
Treasury Services 1989 - 1991
Union Bank 1982 - 1989
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Wealth Management, Public Speaking, Sales Management, Team Building, Asset Managment, Business Development, Financial Advisory, New Business Development, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Series 63, Financial Planning, Financial Services, Mutual Funds, Securities, Alternative Investments
Education
Stanford University 1971 — 1975
AB, History
Mercer Advisors September 2015 - Present
Mercer Advisors December 2012 - September 2015
Mercer Advisors December 2010 - November 2012
Mercer Advisors December 2010 - February 2012
21st Financial, Inc. January 2008 - September 2010
Payden & Rygel 2002 - 2007
InvestTech Systems Consulting 2000 - 2002
Treasury Services 1989 - 1991
Union Bank 1982 - 1989
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Wealth Management, Public Speaking, Sales Management, Team Building, Asset Managment, Business Development, Financial Advisory, New Business Development, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Series 63, Financial Planning, Financial Services, Mutual Funds, Securities, Alternative Investments
Education
Stanford University 1971 — 1975
AB, History
陈健夫 陈健夫's Union Bank Experience July 2010 - September 2011
Job 汇丰 高级量化分析师
Industry Financial Services
Experience
汇丰 October 2011 - Present
Union Bank July 2010 - September 2011
Union Bank September 2008 - June 2010
Skills
C++, SAS 编程, Visual Basic, MATLAB, SQL
Education
美国南加州大学 2006 — 2011
应用数学, 博士
美国南加州大学 2006 — 2011
应用, 博士
美国南加州大学 2003 — 2005
金融数学, 硕士
中山大学 1999 — 2003
数学, 学士
中山大学 1999 — 2003
经济学, 学士
汇丰 October 2011 - Present
Union Bank July 2010 - September 2011
Union Bank September 2008 - June 2010
Skills
C++, SAS 编程, Visual Basic, MATLAB, SQL
Education
美国南加州大学 2006 — 2011
应用数学, 博士
美国南加州大学 2006 — 2011
应用, 博士
美国南加州大学 2003 — 2005
金融数学, 硕士
中山大学 1999 — 2003
数学, 学士
中山大学 1999 — 2003
经济学, 学士
J.P. Kehoe's Union Bank Experience January 2008 - Present
Job Vice President/Branch Manager at Union Bank
Industry Banking
Experience
Union Bank January 2008 - Present
Union Bank February 2002 - January 2008
Amica Mutual Insurance January 2002 - July 2004
Amica Mutual Insurance October 1997 - January 2002
Education
St. Lawrence University 1993 — 1997
Multi-Field, Psychology/Sport and Liesure Studies
Union Bank January 2008 - Present
Union Bank February 2002 - January 2008
Amica Mutual Insurance January 2002 - July 2004
Amica Mutual Insurance October 1997 - January 2002
Education
St. Lawrence University 1993 — 1997
Multi-Field, Psychology/Sport and Liesure Studies
Yajaira Howard Yajaira Howard's Union Bank Experience July 2010 - Present
Job Accountant
Industry Accounting
Experience
Union Bank July 2010 - Present
Infotrieve November 2007 - March 2008
south central los Angeles regional center November 2006 - November 2007
all American freight way May 2006 - October 2006
Wells Fargo September 2005 - May 2006
Skills
Customer Service, bilingual-spanish, Computer-literate..., At Multitasking, communications, team player, self motivated, knowledge of accounting..., PowerPoint, Microsoft Excel, ADP, Outlook, Microsoft Word, QuickBooks
Education
California State University-Long Beach 2005 — 2012
Bachelor's degree, Accounting
Southwestern Community College District 2001 — 2005
Associate's Degree, Accounting Technology/Technician and Bookkeeping
Union Bank July 2010 - Present
Infotrieve November 2007 - March 2008
south central los Angeles regional center November 2006 - November 2007
all American freight way May 2006 - October 2006
Wells Fargo September 2005 - May 2006
Skills
Customer Service, bilingual-spanish, Computer-literate..., At Multitasking, communications, team player, self motivated, knowledge of accounting..., PowerPoint, Microsoft Excel, ADP, Outlook, Microsoft Word, QuickBooks
Education
California State University-Long Beach 2005 — 2012
Bachelor's degree, Accounting
Southwestern Community College District 2001 — 2005
Associate's Degree, Accounting Technology/Technician and Bookkeeping
Vladimir Litvinov, MBA Vladimir Litvinov, MBA's Union Bank Experience October 2014 - June 2015
Job Model validation analyst, looking for a new career challenge
Industry Financial Services
Experience
Union Bank October 2014 - June 2015
Ernst & Young December 2010 - September 2014
Residential Projects Administration, Israel Defense Forces January 2006 - December 2010
Shmuel Zalait CPA August 2006 - October 2008
Yossi Tzur CPA October 2004 - November 2005
Education
Tel Aviv University 2008 — 2009
Master of Business Administration (M.B.A.), Financial Management
The Hebrew University 2001 — 2005
Bachelor’s Degree, Accounting and Economics
Union Bank October 2014 - June 2015
Ernst & Young December 2010 - September 2014
Residential Projects Administration, Israel Defense Forces January 2006 - December 2010
Shmuel Zalait CPA August 2006 - October 2008
Yossi Tzur CPA October 2004 - November 2005
Education
Tel Aviv University 2008 — 2009
Master of Business Administration (M.B.A.), Financial Management
The Hebrew University 2001 — 2005
Bachelor’s Degree, Accounting and Economics
Jim Barbour Jim Barbour's Union Bank Experience January 2013 - April 2013
Job Analytics and Programming Professional.
Industry Information Technology and Services
Experience
Allergan July 2013 - November 2014
Union Bank January 2013 - April 2013
Wells Fargo April 2012 - October 2012
Kaiser Permanente 1990 - 2012
Teledyne Systems Company 1989 - 1990
Transamerica Insurance Group 1985 - 1989
Skills
SAS, ETL, SQL, Analysis, Oracle, Databases, Microsoft SQL Server, SAS programming, DB2, Teradata, Data Warehousing, Informatica, Data Analysis, Analytics, MS SQL Server, Project Management, Technical Documentation, Technical Writing, PL/SQL, JCL, COBOL
Education
Texas A&M University
Bachelors of Business Administration, Management Information Systems
Allergan July 2013 - November 2014
Union Bank January 2013 - April 2013
Wells Fargo April 2012 - October 2012
Kaiser Permanente 1990 - 2012
Teledyne Systems Company 1989 - 1990
Transamerica Insurance Group 1985 - 1989
Skills
SAS, ETL, SQL, Analysis, Oracle, Databases, Microsoft SQL Server, SAS programming, DB2, Teradata, Data Warehousing, Informatica, Data Analysis, Analytics, MS SQL Server, Project Management, Technical Documentation, Technical Writing, PL/SQL, JCL, COBOL
Education
Texas A&M University
Bachelors of Business Administration, Management Information Systems
Blake De Jong Blake De Jong's Union Bank Experience June 2013 - September 2013
Job Marketing communication analyst
Industry Mechanical or Industrial Engineering
Experience
Parker Hannifin December 2013 - Present
Union Bank June 2013 - September 2013
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Lines Of Credit, Retail Banking, Refinance, Loan Origination, Commercial Lending, Commercial Banking, Consumer Lending, Mortgage Banking, Credit Risk, Residential Mortgages, Home Equity Lines of..., Construction Loans, Commercial Mortgages, Home Equity Loans, FHA, Mortgage Servicing, Mortgage Underwriting, Budget Management, Communication, Creative Strategy, Customer Service, Event Planning, Import/Export Operations, Marketing Communications, Microsoft Office, PowerPoint, Public Speaking, Sales Promotion, Small Business Lending, Social Media, Athletics, Leadership
Education
The Master's College 2009 — 2013
Bachelor of Business Administration (BBA), Pre law
Parker Hannifin December 2013 - Present
Union Bank June 2013 - September 2013
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Analysis, Lines Of Credit, Retail Banking, Refinance, Loan Origination, Commercial Lending, Commercial Banking, Consumer Lending, Mortgage Banking, Credit Risk, Residential Mortgages, Home Equity Lines of..., Construction Loans, Commercial Mortgages, Home Equity Loans, FHA, Mortgage Servicing, Mortgage Underwriting, Budget Management, Communication, Creative Strategy, Customer Service, Event Planning, Import/Export Operations, Marketing Communications, Microsoft Office, PowerPoint, Public Speaking, Sales Promotion, Small Business Lending, Social Media, Athletics, Leadership
Education
The Master's College 2009 — 2013
Bachelor of Business Administration (BBA), Pre law
Jeanette Gann-Escobar's Union Bank Experience 1998 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank 1998 - Present
Skills
Leadership, Management, Banking, Credit, Risk Management, Loans, Portfolio Management, Retail Banking, Credit Analysis, Financial Analysis
Education
Southwestern College 1997 — 1999
Associate of Arts and Sciences (AAS)
Union Bank 1998 - Present
Skills
Leadership, Management, Banking, Credit, Risk Management, Loans, Portfolio Management, Retail Banking, Credit Analysis, Financial Analysis
Education
Southwestern College 1997 — 1999
Associate of Arts and Sciences (AAS)
Craig Cochrane, CRCM Craig Cochrane, CRCM's Union Bank Experience April 2010 - August 2011
Job Bank Regulatory Compliance Professional
Industry Banking
Experience
Union Bank April 2010 - August 2011
Frontier Bank July 2007 - April 2010
First Mutual Bank May 1995 - June 2007
Great American Bank December 1980 - November 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Organization Skills, Customer Service, Business Planning, Coaching & Mentoring, Banking, Finance, Regulatory Compliance, Regulatory Analysis, Regulatory Requirements, Regulatory Documentation, Regulatory Guidelines, Training, Time Management, Compliance Audit, Policies & Procedures...
Education
The University of North Dakota 1978 — 1980
BS in Business Administration, Banking and Finance Major
Union Bank April 2010 - August 2011
Frontier Bank July 2007 - April 2010
First Mutual Bank May 1995 - June 2007
Great American Bank December 1980 - November 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Organization Skills, Customer Service, Business Planning, Coaching & Mentoring, Banking, Finance, Regulatory Compliance, Regulatory Analysis, Regulatory Requirements, Regulatory Documentation, Regulatory Guidelines, Training, Time Management, Compliance Audit, Policies & Procedures...
Education
The University of North Dakota 1978 — 1980
BS in Business Administration, Banking and Finance Major
Yunyang (Kaylie) Chen's Union Bank Experience June 2014 - September 2014
Job UCLA Anderson MFE Class of 2014
Industry Financial Services
Experience
Interactive Data March 2015 - Present
Union Bank June 2014 - September 2014
UCLA October 2013 - December 2013
Skills
Programming, Java, Android, C, Matlab, Financial Modeling, SQL, R, Microsoft Office, Quantitative Analytics, Fixed Income, Time Series Analysis, Monte Carlo Simulation, Stochastic Processes, Risk Management, Credit Risk, Data Analysis, Artificial Intelligence, C++, Microsoft Excel, HTML, CSS, LaTeX
Education
UCLA Anderson School of Management 2013 — 2014
Master of Science (MS), Financial Engineering
The Hong Kong University of Science and Technology 2011 — 2013
Bachelor's Degree (Hons), Computer Engineering
Interactive Data March 2015 - Present
Union Bank June 2014 - September 2014
UCLA October 2013 - December 2013
Skills
Programming, Java, Android, C, Matlab, Financial Modeling, SQL, R, Microsoft Office, Quantitative Analytics, Fixed Income, Time Series Analysis, Monte Carlo Simulation, Stochastic Processes, Risk Management, Credit Risk, Data Analysis, Artificial Intelligence, C++, Microsoft Excel, HTML, CSS, LaTeX
Education
UCLA Anderson School of Management 2013 — 2014
Master of Science (MS), Financial Engineering
The Hong Kong University of Science and Technology 2011 — 2013
Bachelor's Degree (Hons), Computer Engineering
Karla Fernandez Magallanes Karla Fernandez Magallanes's Union Bank Experience February 2009 - March 2014
Job Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2014 - Present
Union Bank February 2009 - March 2014
Union Bank 2009 - 2014
Skills
Customer Service
Education
Southwestern College
Expected 2015- Associates in Business Management, Business/Managerial Economics
UBS March 2014 - Present
Union Bank February 2009 - March 2014
Union Bank 2009 - 2014
Skills
Customer Service
Education
Southwestern College
Expected 2015- Associates in Business Management, Business/Managerial Economics
Nina Codeacova (Cornetchi) Nina Codeacova (Cornetchi)'s Union Bank Experience May 2014 - August 2014
Job Finance Analyst Corporate & Investment Bank at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Union Bank May 2014 - August 2014
Gramercy Property Trust August 2011 - July 2013
Jackson Hewitt Tax Service Inc. January 2013 - April 2013
Business & Finance Consulting January 2009 - June 2011
Pedersen & Partners November 2007 - January 2009
Victoria Bank May 2008 - September 2008
Skills
Finance, Financial Analysis, Credit Analysis, Real Estate Financing, Banking, Corporate Finance, Financial Modeling, Accounting, Financial Reporting, Budgets, Strategic Financial..., Accounts Payable, Invoicing, Employee Relations, Teamwork, Portfolio Management, Financial Planning, Business Strategy, Strategy, Management
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, with distinction
Academy of Economic Studies, Chisinau, Moldova 2008 — 2010
Master's Degree in Business Administration
Academy of Economic Studies, Chisinau, Moldova 2005 — 2008
Bachelor's Degree in Business Administration, major in Finance
High School "Mihai Eminescu", Balti, Moldova 2002 — 2005
JPMorgan Chase & Co. March 2015 - Present
Union Bank May 2014 - August 2014
Gramercy Property Trust August 2011 - July 2013
Jackson Hewitt Tax Service Inc. January 2013 - April 2013
Business & Finance Consulting January 2009 - June 2011
Pedersen & Partners November 2007 - January 2009
Victoria Bank May 2008 - September 2008
Skills
Finance, Financial Analysis, Credit Analysis, Real Estate Financing, Banking, Corporate Finance, Financial Modeling, Accounting, Financial Reporting, Budgets, Strategic Financial..., Accounts Payable, Invoicing, Employee Relations, Teamwork, Portfolio Management, Financial Planning, Business Strategy, Strategy, Management
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, with distinction
Academy of Economic Studies, Chisinau, Moldova 2008 — 2010
Master's Degree in Business Administration
Academy of Economic Studies, Chisinau, Moldova 2005 — 2008
Bachelor's Degree in Business Administration, major in Finance
High School "Mihai Eminescu", Balti, Moldova 2002 — 2005
Karim Rehemtulla's Union Bank Experience July 2013 - Present
Job
Industry Financial Services
Experience
Union Bank July 2013 - Present
Franklin Templeton Inc May 2002 - July 2013
Robert Half International Inc April 1998 - May 2002
Charles Schwab & Co February 1996 - April 1998
The Application Group Inc May 1995 - January 1996
Accenture April 1993 - April 1995
Skills
Business Analysis, PeopleSoft, ERP, Program Management, Oracle, Enterprise Architecture, Business Intelligence, Databases, Vendor Management, Data Warehousing, Data Modeling, ETL, Corporate Finance, HRIS
Education
The University of British Columbia
B.Sc
UC Berkeley
Union Bank July 2013 - Present
Franklin Templeton Inc May 2002 - July 2013
Robert Half International Inc April 1998 - May 2002
Charles Schwab & Co February 1996 - April 1998
The Application Group Inc May 1995 - January 1996
Accenture April 1993 - April 1995
Skills
Business Analysis, PeopleSoft, ERP, Program Management, Oracle, Enterprise Architecture, Business Intelligence, Databases, Vendor Management, Data Warehousing, Data Modeling, ETL, Corporate Finance, HRIS
Education
The University of British Columbia
B.Sc
UC Berkeley
Tim Frailly Tim Frailly's Union Bank Experience April 2014 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
JPMorgan Chase September 2005 - April 2014
Abbyson Living 2012 - 2013
Skills
Commercial Lending, Treasury Management, Negotiation, Business Strategy, Business Analysis, New Business Development, Business Development, Pricing Strategy, Pricing Analysis, Corporate Finance, Cash Management, Business Relationship..., Long-term Customer..., Relationship Marketing, Risk Management, Brand Management, Brand Developement, Buyers, Internet, Sales Operations, Sales Management, Sales Process, Marketing, Marketing Strategy, Product Marketing, Marketing Management, Credit Analysis, Financial Analysis, Strategic Planning, Treasury Services, Business Planning, Account Management, Team Building, Team Leadership, Market Research, Sales Presentations, Mergers, Forecasting, Coaching, Private Equity, Liquidity Events, Business Sale, Mergers & Acquisitions, Mezzanine, Banking, Sales, Finance
Education
The Ohio State University
Business and Economics
Union Bank April 2014 - Present
JPMorgan Chase September 2005 - April 2014
Abbyson Living 2012 - 2013
Skills
Commercial Lending, Treasury Management, Negotiation, Business Strategy, Business Analysis, New Business Development, Business Development, Pricing Strategy, Pricing Analysis, Corporate Finance, Cash Management, Business Relationship..., Long-term Customer..., Relationship Marketing, Risk Management, Brand Management, Brand Developement, Buyers, Internet, Sales Operations, Sales Management, Sales Process, Marketing, Marketing Strategy, Product Marketing, Marketing Management, Credit Analysis, Financial Analysis, Strategic Planning, Treasury Services, Business Planning, Account Management, Team Building, Team Leadership, Market Research, Sales Presentations, Mergers, Forecasting, Coaching, Private Equity, Liquidity Events, Business Sale, Mergers & Acquisitions, Mezzanine, Banking, Sales, Finance
Education
The Ohio State University
Business and Economics
Sheena Degnan's Union Bank Experience September 2010 - Present
Job Administrative Associate to the Chief of Cardiovascular Medicine (Clinical) at Stanford University School of Medicine
Industry Hospital & Health Care
Experience
Stanford University School of Medicine June 2014 - Present
Notary Public for the State of California December 2010 - Present
Union Bank September 2010 - Present
UC Berkeley August 2007 - July 2010
Hauptman Woodward Institute June 2005 - September 2006
Skills
Community Outreach, Legal Writing, Event Planning, Public Speaking, Non-profits, Banking, Customer Service, X-ray crystallography, Protein Purification, Legal Research, Social Networking, Social Media, Statistics, Public Policy, Fundraising, Visio, Teaching, OS X, Financial Analysis, Research, Microsoft Excel, PowerPoint, PCR, Protein Expression, Biochemistry, Molecular & Cellular...
Education
UC Berkeley 2007 — 2010
Master's degree, Molecular and Cell Biology
SUNY Fredonia 2003 — 2007
Bachelor of Science (BS), Molecular Genetics/Chemistry minor
Stanford University School of Medicine June 2014 - Present
Notary Public for the State of California December 2010 - Present
Union Bank September 2010 - Present
UC Berkeley August 2007 - July 2010
Hauptman Woodward Institute June 2005 - September 2006
Skills
Community Outreach, Legal Writing, Event Planning, Public Speaking, Non-profits, Banking, Customer Service, X-ray crystallography, Protein Purification, Legal Research, Social Networking, Social Media, Statistics, Public Policy, Fundraising, Visio, Teaching, OS X, Financial Analysis, Research, Microsoft Excel, PowerPoint, PCR, Protein Expression, Biochemistry, Molecular & Cellular...
Education
UC Berkeley 2007 — 2010
Master's degree, Molecular and Cell Biology
SUNY Fredonia 2003 — 2007
Bachelor of Science (BS), Molecular Genetics/Chemistry minor
Aaron Adkins Aaron Adkins's Union Bank Experience August 2011 - May 2012
Job
Industry Motion Pictures and Film
Experience
Auto Pride car wash January 2014 - December 2014
Home Depot August 2013 - January 2014
Fry's Electronics October 2012 - August 2013
McDonald's Corporation October 2011 - May 2012
Union Bank August 2011 - May 2012
All American sports fan August 2011 - October 2011
Skills
Graphic Design, Video Editing, Customer Service, Photography, Maya, Adobe Creative Suite, After Effects, Motion Graphics, Video, Final Cut Pro, Film, Photoshop, Visual Effects, Television, Editing, Microsoft Word, Mac, Windows, OS X, Sales, Digital Photography, Teamwork, Time Management, Team Leadership, PowerPoint
Education
The Art Institute of California-Sunnyvale 2012 — 2014
Bachelor's degree, Visual Effects and Motion graphics, Fifth quarter
Auto Pride car wash January 2014 - December 2014
Home Depot August 2013 - January 2014
Fry's Electronics October 2012 - August 2013
McDonald's Corporation October 2011 - May 2012
Union Bank August 2011 - May 2012
All American sports fan August 2011 - October 2011
Skills
Graphic Design, Video Editing, Customer Service, Photography, Maya, Adobe Creative Suite, After Effects, Motion Graphics, Video, Final Cut Pro, Film, Photoshop, Visual Effects, Television, Editing, Microsoft Word, Mac, Windows, OS X, Sales, Digital Photography, Teamwork, Time Management, Team Leadership, PowerPoint
Education
The Art Institute of California-Sunnyvale 2012 — 2014
Bachelor's degree, Visual Effects and Motion graphics, Fifth quarter
Brian Montano Brian Montano's Union Bank Experience April 2009 - July 2010
Job Technical Database Specialist at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente July 2014 - Present
Cedars-Sinai Medical Center November 2013 - June 2014
DIRECTV March 2013 - November 2013
Kaiser Permanente June 2011 - December 2012
Farmers Insurance October 2010 - March 2011
Union Bank April 2009 - July 2010
Fox Interactive Media February 2006 - January 2009
Boeing Satellite Systems July 2005 - January 2006
Telscape Communications December 2004 - April 2005
Warner Bros. June 2004 - November 2004
Skills
PL/SQL, Oracle, ETL, Unix, Databases, XML, SQL, Erwin, SDLC, Solaris, Database Administration, Windows, Informatica, HTML, C, Operating Systems, Epic, Clarity, HL7, Lynx, AIX
Education
Wichita State University 1986 — 1988
BA
The University of New Mexico 1978 — 1983
BS
Kaiser Permanente July 2014 - Present
Cedars-Sinai Medical Center November 2013 - June 2014
DIRECTV March 2013 - November 2013
Kaiser Permanente June 2011 - December 2012
Farmers Insurance October 2010 - March 2011
Union Bank April 2009 - July 2010
Fox Interactive Media February 2006 - January 2009
Boeing Satellite Systems July 2005 - January 2006
Telscape Communications December 2004 - April 2005
Warner Bros. June 2004 - November 2004
Skills
PL/SQL, Oracle, ETL, Unix, Databases, XML, SQL, Erwin, SDLC, Solaris, Database Administration, Windows, Informatica, HTML, C, Operating Systems, Epic, Clarity, HL7, Lynx, AIX
Education
Wichita State University 1986 — 1988
BA
The University of New Mexico 1978 — 1983
BS
Damien Alvarado Damien Alvarado's Union Bank Experience November 2009 - Present
Job Union BankDirector, Real Estate Industries
Industry Commercial Real Estate
Experience
Innovate Real Estate June 2015 - Present
Union Bank November 2009 - Present
Preferred Capital Advisors February 2009 - November 2009
Panattoni Development May 2005 - February 2009
Wells Fargo Bank April 2003 - April 2005
Scott Boras Corporation August 2001 - April 2003
Seattle Mariners June 2000 - August 2001
Education
Stanford University 1997 — 2000
Bachelor, Economics
Jesuit High School 1992 — 1996
Innovate Real Estate June 2015 - Present
Union Bank November 2009 - Present
Preferred Capital Advisors February 2009 - November 2009
Panattoni Development May 2005 - February 2009
Wells Fargo Bank April 2003 - April 2005
Scott Boras Corporation August 2001 - April 2003
Seattle Mariners June 2000 - August 2001
Education
Stanford University 1997 — 2000
Bachelor, Economics
Jesuit High School 1992 — 1996
Randy Plankey Randy Plankey's Union Bank Experience February 2011 - Present
Job Account Executive N. CA at Union Bank
Industry Financial Services
Experience
Union Bank February 2011 - Present
Astoria Federal Savings April 2010 - March 2011
Astoria Federal Savings February 2007 - October 2008
Sovereign Bank January 2005 - January 2006
Flagstar Bank 2005 - 2006
BWC Mortgage Services 1998 - 2004
Sutter Mortgage Corporation 1987 - 1998
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Banking, Investment Properties, FHA, Commercial Lending, Credit, Consumer Lending, Residential Homes, USDA, Portfolio Management, Residential Mortgages, Finance, FHA financing, Underwriting, First Time Home Buyers, REO, Financial Structuring, Commercial Banking, Funding, Real Estate Financing, Credit Risk, Real Estate Economics, Credit Analysis, Real Estate, Commercial Mortgages, Cross Selling, Mortgage Underwriting, VA loans, Investments, Small Business Lending, Sales, Loss Mitigation, Construction Loans, Loan Servicing, Mortgage Servicing, Reverse Mortgages, Home Equity Loans
Education
Albertson College of Idaho 1982 — 1986
BS, Finance
Union Bank February 2011 - Present
Astoria Federal Savings April 2010 - March 2011
Astoria Federal Savings February 2007 - October 2008
Sovereign Bank January 2005 - January 2006
Flagstar Bank 2005 - 2006
BWC Mortgage Services 1998 - 2004
Sutter Mortgage Corporation 1987 - 1998
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Banking, Investment Properties, FHA, Commercial Lending, Credit, Consumer Lending, Residential Homes, USDA, Portfolio Management, Residential Mortgages, Finance, FHA financing, Underwriting, First Time Home Buyers, REO, Financial Structuring, Commercial Banking, Funding, Real Estate Financing, Credit Risk, Real Estate Economics, Credit Analysis, Real Estate, Commercial Mortgages, Cross Selling, Mortgage Underwriting, VA loans, Investments, Small Business Lending, Sales, Loss Mitigation, Construction Loans, Loan Servicing, Mortgage Servicing, Reverse Mortgages, Home Equity Loans
Education
Albertson College of Idaho 1982 — 1986
BS, Finance
Michael Bruggeman Michael Bruggeman's Union Bank Experience February 2012 - Present
Job Predictive Modeling and Simulation Expert (Dual Citizenship USA and EU)
Industry Financial Services
Experience
Union Bank February 2012 - Present
MJB Simulations December 2011 - Present
Amazon.com April 2011 - December 2011
Camaland October 2010 - April 2011
National Health Service - Renal Policy Division May 2010 - September 2010
Memories by Design February 2006 - August 2009
Skills
Data Analysis, Six Sigma, Forecasting, Project Management, VBA, Process Improvement, Supply Chain, SQL, Strategy, SAS programming, Simulations, Decision Modeling, Business Strategy, Business Process..., Analysis, Analytics, Business Analysis, Consulting, Leadership, SAS, Management Consulting, Risk Management
Education
London School of Economics and Political Science 2009 — 2010
MSc, Management Sciences - Operational Research, Graduate with Merit
University of Washington 2005 — 2009
BA, Finance / Operations Management
Union Bank February 2012 - Present
MJB Simulations December 2011 - Present
Amazon.com April 2011 - December 2011
Camaland October 2010 - April 2011
National Health Service - Renal Policy Division May 2010 - September 2010
Memories by Design February 2006 - August 2009
Skills
Data Analysis, Six Sigma, Forecasting, Project Management, VBA, Process Improvement, Supply Chain, SQL, Strategy, SAS programming, Simulations, Decision Modeling, Business Strategy, Business Process..., Analysis, Analytics, Business Analysis, Consulting, Leadership, SAS, Management Consulting, Risk Management
Education
London School of Economics and Political Science 2009 — 2010
MSc, Management Sciences - Operational Research, Graduate with Merit
University of Washington 2005 — 2009
BA, Finance / Operations Management
Jennifer Patterson's Union Bank Experience November 2009 - April 2011
Job Digital Leader Project Management Office
Industry Retail
Experience
Toys R Us April 2015 - August 2015
Universal Music Group October 2013 - April 2015
DIRECTV February 2013 - October 2013
American Tours International September 2011 - February 2013
InterMedia Advertising April 2011 - August 2011
Union Bank November 2009 - April 2011
Mobile Messenger February 2008 - September 2009
Loanweb.com January 2007 - February 2008
Residential Finance Network February 2006 - December 2006
WMC Mortgage Co. June 2005 - February 2006
Education
State University of New York College at Oneonta 1997 — 2001
Bachelor of Science, Mass Communications
State University of New York College at Oneonta 1997 — 2001
Bachelor of Science Mass Communications, Mass Communications, Minor Philosophy
Toys R Us April 2015 - August 2015
Universal Music Group October 2013 - April 2015
DIRECTV February 2013 - October 2013
American Tours International September 2011 - February 2013
InterMedia Advertising April 2011 - August 2011
Union Bank November 2009 - April 2011
Mobile Messenger February 2008 - September 2009
Loanweb.com January 2007 - February 2008
Residential Finance Network February 2006 - December 2006
WMC Mortgage Co. June 2005 - February 2006
Education
State University of New York College at Oneonta 1997 — 2001
Bachelor of Science, Mass Communications
State University of New York College at Oneonta 1997 — 2001
Bachelor of Science Mass Communications, Mass Communications, Minor Philosophy
Sofiyan Sheikh Sofiyan Sheikh's Union Bank Experience January 2006 - October 2007
Job
Industry Information Technology and Services
Experience
Johns Hopkins University August 2013 - May 2015
Sony August 2012 - February 2013
IPS Consulting October 2007 - October 2011
Union Bank January 2006 - October 2007
US Bancorp May 2003 - December 2005
Best Buy October 2000 - May 2003
Skills
Business Analysis, Management, Integration, Business Intelligence, SDLC, Program Management, Project Management, Leadership, Strategy, Retail Banking, Lines Of Credit, Consumer Lending, Credit, Small Business Lending, Recruiting, Loans, Microsoft Excel, Databases, Data Warehousing, Data Analysis, Strategic Planning, Research, Analysis, R, Cognos, Data Mining, Oracle Database..., Database Development, Database Design
Education
The Johns Hopkins University
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management; Enterprise Risk Management
Johns Hopkins University August 2013 - May 2015
Sony August 2012 - February 2013
IPS Consulting October 2007 - October 2011
Union Bank January 2006 - October 2007
US Bancorp May 2003 - December 2005
Best Buy October 2000 - May 2003
Skills
Business Analysis, Management, Integration, Business Intelligence, SDLC, Program Management, Project Management, Leadership, Strategy, Retail Banking, Lines Of Credit, Consumer Lending, Credit, Small Business Lending, Recruiting, Loans, Microsoft Excel, Databases, Data Warehousing, Data Analysis, Strategic Planning, Research, Analysis, R, Cognos, Data Mining, Oracle Database..., Database Development, Database Design
Education
The Johns Hopkins University
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management; Enterprise Risk Management
James Frizzell's Union Bank Experience January 2005 - April 2006
Job Licensed Real Estate Agent at Platinum Realty
Industry Real Estate
Experience
Platinum Realty January 2014 - Present
Arvest Bank February 2012 - November 2013
UMB Bank March 2007 - August 2007
Union Bank January 2005 - April 2006
Alp's Food Store June 2002 - September 2004
Skills
Data Analysis, Research, PowerPoint, Customer Service, Leadership, Real Estate, Public Speaking, Weather Forecasting, Mortgage Lending, Excel, Microsoft Office, Finance, Financial Analysis, Training
Education
The University of Kansas 2007 — 2010
Bachelor of Science, Atmospheric Science
Platinum Realty January 2014 - Present
Arvest Bank February 2012 - November 2013
UMB Bank March 2007 - August 2007
Union Bank January 2005 - April 2006
Alp's Food Store June 2002 - September 2004
Skills
Data Analysis, Research, PowerPoint, Customer Service, Leadership, Real Estate, Public Speaking, Weather Forecasting, Mortgage Lending, Excel, Microsoft Office, Finance, Financial Analysis, Training
Education
The University of Kansas 2007 — 2010
Bachelor of Science, Atmospheric Science
John Lee's Union Bank Experience 1993 - 1998
Job Vice President, Early Stage Banking, Silicon Valley Bank
Industry Venture Capital & Private Equity
Experience
Silicon Valley Bank 1999 - Present
Societe Generale 1998 - 1999
Union Bank 1993 - 1998
Bank of America 1990 - 1992
Intel Corporation 1988 - 1990
Skills
Security, Network Communications, Storage, Mobile Devices, Cloud Computing, SaaS, Strategic Partnerships, Entrepreneurship, Venture Capital, Corporate Development, E-commerce, Enterprise Software, Analytics, Product Management, Start-ups, Business Strategy, Competitive Analysis, Data Center, Wireless, Investments, Strategy
Education
Stanford University 1985 — 1990
AB
Silicon Valley Bank 1999 - Present
Societe Generale 1998 - 1999
Union Bank 1993 - 1998
Bank of America 1990 - 1992
Intel Corporation 1988 - 1990
Skills
Security, Network Communications, Storage, Mobile Devices, Cloud Computing, SaaS, Strategic Partnerships, Entrepreneurship, Venture Capital, Corporate Development, E-commerce, Enterprise Software, Analytics, Product Management, Start-ups, Business Strategy, Competitive Analysis, Data Center, Wireless, Investments, Strategy
Education
Stanford University 1985 — 1990
AB
Kurt Frederick's Union Bank Experience December 2014 - Present
Job
Industry Investment Management
Experience
Union Bank December 2014 - Present
Wedbush Securities November 2010 - November 2014
Wedbush Securities June 2006 - December 2013
Wells Fargo March 2000 - July 2004
RSM McGladrey June 1999 - January 2000
Skills
Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance
St. Cloud State University 1994 — 1999
Bachelor of Science, Accounting
Union Bank December 2014 - Present
Wedbush Securities November 2010 - November 2014
Wedbush Securities June 2006 - December 2013
Wells Fargo March 2000 - July 2004
RSM McGladrey June 1999 - January 2000
Skills
Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance
St. Cloud State University 1994 — 1999
Bachelor of Science, Accounting
Lester Robbins's Union Bank Experience 2013 - 2014
Job VP ETF Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Union Bank 2013 - 2014
Fidelity Investments 2013 - 2013
Russell Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2007 - 2009
Kono Consulting Inc 2004 - 2006
Out of Office 2002 - 2003
Mifund Services Inc 1999 - 2002
Bank of America 1992 - 1999
Skills
Product Management, Project Management, Strategy, Start-ups, Business Process, Business Analysis, ETFs, Management Consulting, Mergers & Acquisitions, Asset Management, Financial Services, Change Management, ERP, Management, PMO
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (BS), Economics
The Hun School of Princeton 1980 — 1984
College Prep
Chapin 1977 — 1980
Fidelity Investments 2015 - Present
Union Bank 2013 - 2014
Fidelity Investments 2013 - 2013
Russell Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2007 - 2009
Kono Consulting Inc 2004 - 2006
Out of Office 2002 - 2003
Mifund Services Inc 1999 - 2002
Bank of America 1992 - 1999
Skills
Product Management, Project Management, Strategy, Start-ups, Business Process, Business Analysis, ETFs, Management Consulting, Mergers & Acquisitions, Asset Management, Financial Services, Change Management, ERP, Management, PMO
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (BS), Economics
The Hun School of Princeton 1980 — 1984
College Prep
Chapin 1977 — 1980
Anish Singla's Union Bank Experience January 2011 - Present
Job Real Estate Loan ConsultantUnion Bank
Industry Real Estate
Experience
Union Bank January 2011 - Present
Bank of America January 2008 - January 2011
Washington Mutual September 2003 - January 2008
Skills
Complex Financial..., Mortgage Lending, Loans, Real Estate Financing, Investments, Mortgage Banking, Real Estate Development, Sellers, Real Estate, Finance, Banking, Sales, Business Planning, Management
Education
The George Washington University - School of Business 1998 — 2002
BBA, Finance
Union Bank January 2011 - Present
Bank of America January 2008 - January 2011
Washington Mutual September 2003 - January 2008
Skills
Complex Financial..., Mortgage Lending, Loans, Real Estate Financing, Investments, Mortgage Banking, Real Estate Development, Sellers, Real Estate, Finance, Banking, Sales, Business Planning, Management
Education
The George Washington University - School of Business 1998 — 2002
BBA, Finance
Brenda Hanson's Union Bank Experience June 2010 - April 2011
Job SVP & Chief Internal Auditor at Cathay Bank
Industry Financial Services
Experience
Cathay Bank April 2011 - Present
Union Bank June 2010 - April 2011
MMC Group LP April 2009 - May 2010
Self Employed January 2009 - April 2009
Fremont Investment and Loan December 2005 - March 2008
Washington Mutual April 1999 - November 2005
Home Savings of America April 1986 - April 1999
Education
St. Olaf College 1976 — 1980
BA, Econ with concentration in Accounting and Finance
Cathay Bank April 2011 - Present
Union Bank June 2010 - April 2011
MMC Group LP April 2009 - May 2010
Self Employed January 2009 - April 2009
Fremont Investment and Loan December 2005 - March 2008
Washington Mutual April 1999 - November 2005
Home Savings of America April 1986 - April 1999
Education
St. Olaf College 1976 — 1980
BA, Econ with concentration in Accounting and Finance
Jennifer Lebowitz's Union Bank Experience March 2012 - Present
Job Associate Vice President, Marketing Union Bank
Industry Marketing and Advertising
Experience
Union Bank March 2012 - Present
Draftfcb March 2011 - March 2012
Expert Communications, Inc. June 2006 - March 2011
Foote, Cone & Belding March 2003 - June 2006
Wunderman San Francisco June 2000 - March 2003
The Haggin Group August 1998 - June 2000
Skills
Integrated Marketing, Direct Marketing, Interactive Marketing, Digital Marketing
Education
The University of New Mexico 2001 — 2006
4 A’s Institute of Advanced Advertising Studies 2002 — 2002
Union Bank March 2012 - Present
Draftfcb March 2011 - March 2012
Expert Communications, Inc. June 2006 - March 2011
Foote, Cone & Belding March 2003 - June 2006
Wunderman San Francisco June 2000 - March 2003
The Haggin Group August 1998 - June 2000
Skills
Integrated Marketing, Direct Marketing, Interactive Marketing, Digital Marketing
Education
The University of New Mexico 2001 — 2006
4 A’s Institute of Advanced Advertising Studies 2002 — 2002
Karen M. Lee, CTFA's Union Bank Experience October 2013 - Present
Job Vice President & Senior Trust Officer at Union Bank
Industry Financial Services
Experience
Union Bank October 2013 - Present
Wells Fargo Bank Wealth Management Group March 2010 - October 2013
Capital Guardian Trust Company October 2002 - July 2009
KeyTrust Company National Association May 1994 - March 2002
Fifth Third Bank May 1990 - May 1994
Skills
Asset Allocation, Asset Management, Equities, Mutual Funds, Securities, Series 7, Wealth Management, Portfolio Management, Investments, Fixed Income, Asset Managment, Wealth Management..., Financial Services, Banking, Investment Management, Trusts
Education
Cannon Financial 1998 — 1999
Ohio Bankers Association 1991 — 1992
The Ohio State University - The Max M. Fisher College of Business 1985 — 1990
Bachelor of Science in Business Administration, Finance
Union Bank October 2013 - Present
Wells Fargo Bank Wealth Management Group March 2010 - October 2013
Capital Guardian Trust Company October 2002 - July 2009
KeyTrust Company National Association May 1994 - March 2002
Fifth Third Bank May 1990 - May 1994
Skills
Asset Allocation, Asset Management, Equities, Mutual Funds, Securities, Series 7, Wealth Management, Portfolio Management, Investments, Fixed Income, Asset Managment, Wealth Management..., Financial Services, Banking, Investment Management, Trusts
Education
Cannon Financial 1998 — 1999
Ohio Bankers Association 1991 — 1992
The Ohio State University - The Max M. Fisher College of Business 1985 — 1990
Bachelor of Science in Business Administration, Finance
Lois McFarland's Union Bank Experience Various financial managementXerox1976 - 2003
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank Various financial managementXerox1976 - 2003
Amoco Oil 1969 - 1976
Education
The University of Chicago Booth School of Business 1973 — 1975
MBA, Finance, International Economics, Accounting
University of Michigan 1968 — 1969
MS, Operations Research
University of Michigan 1964 — 1968
BS, Math
Union Bank Various financial managementXerox1976 - 2003
Amoco Oil 1969 - 1976
Education
The University of Chicago Booth School of Business 1973 — 1975
MBA, Finance, International Economics, Accounting
University of Michigan 1968 — 1969
MS, Operations Research
University of Michigan 1964 — 1968
BS, Math
Edward Schultz's Union Bank Experience 1990 - 2000
Job Executive Vice President/Northern California Market President & Head of Technology Lending at OneWest Bank
Industry Banking
Experience
OneWest Bank July 2014 - Present
US Bank August 2005 - July 2014
Bank of the West 2002 - 2005
Union Bank 1990 - 2000
Skills
Banking, Loans, Portfolio Management, Credit Analysis, Credit, Commercial Banking, Commercial Lending, Structured Finance, Credit Risk, Capital Markets, Risk Management, Financial Modeling, Investments, Financial Structuring, Due Diligence, Financial Analysis, Finance, Corporate Finance, Financial Services, Real Estate
Education
UCLA Anderson School of Management 1976 — 1995
Master of Business Administration (MBA), Accounting and Finance
Stanford University 1971 — 1974
AB, Economics
Wilson High School/ Long Beach, California 1965 — 1968
OneWest Bank July 2014 - Present
US Bank August 2005 - July 2014
Bank of the West 2002 - 2005
Union Bank 1990 - 2000
Skills
Banking, Loans, Portfolio Management, Credit Analysis, Credit, Commercial Banking, Commercial Lending, Structured Finance, Credit Risk, Capital Markets, Risk Management, Financial Modeling, Investments, Financial Structuring, Due Diligence, Financial Analysis, Finance, Corporate Finance, Financial Services, Real Estate
Education
UCLA Anderson School of Management 1976 — 1995
Master of Business Administration (MBA), Accounting and Finance
Stanford University 1971 — 1974
AB, Economics
Wilson High School/ Long Beach, California 1965 — 1968
Belen Cabot's Union Bank Experience June 2010 - June 2012
Job Compliance Consultant at Wells Fargo Global Financial Institutions Group
Industry Financial Services
Experience
Wells Fargo January 2013 - March 2013
E*TRADE Financial June 2012 - September 2012
Union Bank June 2010 - June 2012
BSA/AML November 2007 - May 2010
IPSA International January 2005 - April 2007
Skills
AML, KYC, Legal Research, Commercial Banking, Risk Management, Due Diligence, Fraud, Financial Risk, Banking, Risk Assessment, Private Investigations
Education
The George Washington University Law School
Juris Doctor
Stanford University 1995 — 1999
Bachelor's degree, International Relations/Spanish
Wells Fargo January 2013 - March 2013
E*TRADE Financial June 2012 - September 2012
Union Bank June 2010 - June 2012
BSA/AML November 2007 - May 2010
IPSA International January 2005 - April 2007
Skills
AML, KYC, Legal Research, Commercial Banking, Risk Management, Due Diligence, Fraud, Financial Risk, Banking, Risk Assessment, Private Investigations
Education
The George Washington University Law School
Juris Doctor
Stanford University 1995 — 1999
Bachelor's degree, International Relations/Spanish
Reginald Sanderson's Union Bank Experience 1977 - 1979
Job President at Anvil Capital
Industry Management Consulting
Experience
Anvil Capital January 2000 - Present
Boone Air Parts April 2004 - August 2007
Retail One September 2002 - April 2004
Coast Business Credit 1995 - 2002
Buccino and Assoc 1992 - 1995
Heller financial 1989 - 1993
Wells Fargo Bank 1986 - 1989
Union Bank 1977 - 1979
Skills
Financial Analysis, Problem Solving, Banking, Portfolio Management, Negotiation, Debt, Management Consulting, Restructuring, Financial Reporting, Finance, Asset Based Lending, Credit, Analysis, Business Strategy, Valuation, Entrepreneurship, Investments, Forecasting, Management, Mergers & Acquisitions, Venture Capital, Cash Management, Due Diligence, Executive Management, Private Equity, Cash Flow, Business Development, Funding, Financial Structuring, Corporate Finance, Structured Finance, Corporate Development
Education
The University of Chicago 1973 — 1976
Accouniting Finance, /marketing
Stanford University 1969 — 1973
BA, SOCIAL SCIENCES
Stanford University 1969 — 1973
Bachelor's degree
Anvil Capital January 2000 - Present
Boone Air Parts April 2004 - August 2007
Retail One September 2002 - April 2004
Coast Business Credit 1995 - 2002
Buccino and Assoc 1992 - 1995
Heller financial 1989 - 1993
Wells Fargo Bank 1986 - 1989
Union Bank 1977 - 1979
Skills
Financial Analysis, Problem Solving, Banking, Portfolio Management, Negotiation, Debt, Management Consulting, Restructuring, Financial Reporting, Finance, Asset Based Lending, Credit, Analysis, Business Strategy, Valuation, Entrepreneurship, Investments, Forecasting, Management, Mergers & Acquisitions, Venture Capital, Cash Management, Due Diligence, Executive Management, Private Equity, Cash Flow, Business Development, Funding, Financial Structuring, Corporate Finance, Structured Finance, Corporate Development
Education
The University of Chicago 1973 — 1976
Accouniting Finance, /marketing
Stanford University 1969 — 1973
BA, SOCIAL SCIENCES
Stanford University 1969 — 1973
Bachelor's degree
HANNA CHO's Union Bank Experience October 2011 - December 2012
Job Sr. Financial Reporting Analyst at Union Bank
Industry Accounting
Experience
Union Bank October 2011 - December 2012
DLCS June 2008 - October 2011
siegfried group 2007 - 2008
Ernst & Young 2004 - 2007
Education
The George Washington University - School of Business 2000 — 2002
MA, Accounting
Union Bank October 2011 - December 2012
DLCS June 2008 - October 2011
siegfried group 2007 - 2008
Ernst & Young 2004 - 2007
Education
The George Washington University - School of Business 2000 — 2002
MA, Accounting
Steve Nosenchuck's Union Bank Experience October 2013 - Present
Job Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Wells Fargo Bank February 2008 - October 2013
The CIT Group June 2004 - October 2007
Ingram Micro 1998 - 2001
Skills
Commercial Banking, Loans, Banking, Credit, Commercial Lending, Treasury Management, Financial Services, Lines Of Credit, Asset Based Lending, Mergers & Acquisitions, Strategy, Merchant Services, Mortgage Lending, Structured Finance, Finance, Business Development, Credit Analysis, Consumer Lending, Commercial Mortgages, Small Business Lending, Cross Selling, Sales
Education
State University of New York at Buffalo - School of Management 1995 — 2000
MBA, International Business, Marketing
Union Bank October 2013 - Present
Wells Fargo Bank February 2008 - October 2013
The CIT Group June 2004 - October 2007
Ingram Micro 1998 - 2001
Skills
Commercial Banking, Loans, Banking, Credit, Commercial Lending, Treasury Management, Financial Services, Lines Of Credit, Asset Based Lending, Mergers & Acquisitions, Strategy, Merchant Services, Mortgage Lending, Structured Finance, Finance, Business Development, Credit Analysis, Consumer Lending, Commercial Mortgages, Small Business Lending, Cross Selling, Sales
Education
State University of New York at Buffalo - School of Management 1995 — 2000
MBA, International Business, Marketing
Marion McFarlane's Union Bank Experience June 2010 - Present
Job Senior Compliance Specialist at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
Union Bank of California 2008 - August 2010
Bank of America 1996 - 2007
Skills
AML, Compliance, Banking
Education
The University of Glasgow 1973 — 1977
Master of Arts (M.A.), English & French
Union Bank June 2010 - Present
Union Bank of California 2008 - August 2010
Bank of America 1996 - 2007
Skills
AML, Compliance, Banking
Education
The University of Glasgow 1973 — 1977
Master of Arts (M.A.), English & French
rob dietz's Union Bank Experience April 1986 - June 2000
Job SVP at Banner Bank
Industry Banking
Experience
Banner Bank March 2004 - Present
Union Bank April 1986 - June 2000
Norwest Bank August 1982 - 1986
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Loans, Credit, Treasury Management, Banking, Cash Management, Underwriting, Financial Analysis, Portfolio Management, Lines Of Credit, Mortgage Lending, Construction Loans, Loan Origination, Risk Management
Education
The University of Montana - School of Business Administration 1978 — 1982
Accounting
Stevensville High School 1974 — 1978
Banner Bank March 2004 - Present
Union Bank April 1986 - June 2000
Norwest Bank August 1982 - 1986
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Loans, Credit, Treasury Management, Banking, Cash Management, Underwriting, Financial Analysis, Portfolio Management, Lines Of Credit, Mortgage Lending, Construction Loans, Loan Origination, Risk Management
Education
The University of Montana - School of Business Administration 1978 — 1982
Accounting
Stevensville High School 1974 — 1978
Amir Talebi's Union Bank Experience 1980 - 1986
Job Chief Financial Officer (CFO) Consumer Products
Industry Consumer Goods
Experience
TC & Associates January 2011 - Present
School Apparel, Inc. December 1998 - December 2010
Able Electronics Corp 1994 - 1998
Chemtex Int'l, Inc. 1992 - 1994
Louis Raphael 1986 - 1991
Union Bank 1980 - 1986
Skills
Forecasting, Strategy, Mergers & Acquisitions, Risk Management, Financial Reporting, Business Planning, Finance, Managerial Finance, Leadership, Due Diligence, Business Strategy, Management, Budgets, Entrepreneurship, Strategic Financial..., Contract Negotiation, Accounting, Auditing, Banking, Retail
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Finance
Syracuse University - Maxwell School
MA, Economics
University of Pennsylvania
BS, Chemical Engineering
TC & Associates January 2011 - Present
School Apparel, Inc. December 1998 - December 2010
Able Electronics Corp 1994 - 1998
Chemtex Int'l, Inc. 1992 - 1994
Louis Raphael 1986 - 1991
Union Bank 1980 - 1986
Skills
Forecasting, Strategy, Mergers & Acquisitions, Risk Management, Financial Reporting, Business Planning, Finance, Managerial Finance, Leadership, Due Diligence, Business Strategy, Management, Budgets, Entrepreneurship, Strategic Financial..., Contract Negotiation, Accounting, Auditing, Banking, Retail
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Finance
Syracuse University - Maxwell School
MA, Economics
University of Pennsylvania
BS, Chemical Engineering
Sharon Woodson-Bryant's Union Bank Experience 1997 - 2007
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
First 5 LA May 2008 - Present
Union Bank of California July 1998 - April 2008
Union Bank 1997 - 2007
Southern California Gas Company March 1997 - July 1998
Great Western Bank (now WAMU) December 1994 - February 1997
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Crisis Communications, Copy Editing, Editing, Marketing Communications, Nonprofits, Community Development, Event Planning, Journalism, Speech Writing, Marketing, Press Releases, Internal Communications, Publicity, Fundraising, Public Affairs, Event Management, Copywriting, Community Outreach, Newsletters, Spokesperson, Government, Message Development, Web Content, Blogging, Grants
Education
The University of Kansas 1972 — 1975
MS, Journalism (News Editorial)
The University of Kansas 1966 — 1969
B.S., Journalism
Marymount College in Salina, Kansas 1965 — 1966
First 5 LA May 2008 - Present
Union Bank of California July 1998 - April 2008
Union Bank 1997 - 2007
Southern California Gas Company March 1997 - July 1998
Great Western Bank (now WAMU) December 1994 - February 1997
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Crisis Communications, Copy Editing, Editing, Marketing Communications, Nonprofits, Community Development, Event Planning, Journalism, Speech Writing, Marketing, Press Releases, Internal Communications, Publicity, Fundraising, Public Affairs, Event Management, Copywriting, Community Outreach, Newsletters, Spokesperson, Government, Message Development, Web Content, Blogging, Grants
Education
The University of Kansas 1972 — 1975
MS, Journalism (News Editorial)
The University of Kansas 1966 — 1969
B.S., Journalism
Marymount College in Salina, Kansas 1965 — 1966
Susan J. Swerdloff's Union Bank Experience June 2011 - October 2013
Job Managing Director MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank Corporate Banking October 2013 - Present
Union Bank June 2011 - October 2013
Union Bank of California December 2008 - July 2011
See Jane Build April 1999 - December 2008
Citibank 1984 - 1999
Skills
Commercial Banking, Credit, Real Estate, Investment Banking, Real Estate Development, Commercial Lending, Portfolio Management, Credit Analysis, Real Estate Financing
Education
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance
The Johns Hopkins University 1974 — 1978
BA, Psychology
MUFG Union Bank Corporate Banking October 2013 - Present
Union Bank June 2011 - October 2013
Union Bank of California December 2008 - July 2011
See Jane Build April 1999 - December 2008
Citibank 1984 - 1999
Skills
Commercial Banking, Credit, Real Estate, Investment Banking, Real Estate Development, Commercial Lending, Portfolio Management, Credit Analysis, Real Estate Financing
Education
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance
The Johns Hopkins University 1974 — 1978
BA, Psychology
Lorrie McEachern's Union Bank Experience March 2009 - June 2012
Job Former Commercial Banker, Art Lover, Volunteer.
Industry Philanthropy
Experience
Union Bank March 2009 - June 2012
US Bank April 1986 - January 2009
Skills
Commercial Banking, Business Development, Social Media, Loans, Event Planning, Loan Origination, Credit, Mortgage Banking, Philanthropy, Mortgage Lending, Strategic Communications, Banking, Community Development, Fundraising, Small Business Lending
Education
The University of Kansas 1974 — 1976
B.S., Journalism
Union Bank March 2009 - June 2012
US Bank April 1986 - January 2009
Skills
Commercial Banking, Business Development, Social Media, Loans, Event Planning, Loan Origination, Credit, Mortgage Banking, Philanthropy, Mortgage Lending, Strategic Communications, Banking, Community Development, Fundraising, Small Business Lending
Education
The University of Kansas 1974 — 1976
B.S., Journalism
Don Lovingfoss's Union Bank Experience February 1998 - December 2003
Job Lovingfoss Energy
Industry Oil & Energy
Experience
Lovingfoss Energy May 1988 - Present
Union Bank February 1998 - December 2003
Seneca Resources Corporation June 1988 - February 1998
Plains Exploration & Production January 1993 - January 1995
Skills
Petroleum, Oil & Gas, Energy, Gas, Energy Industry, Natural Gas, Upstream, Petroleum Engineering, Drilling, Oil & Gas Industry
Education
Texas A&M University 1983 — 1988
BS, Petroleum Engineering
The Master's College 2005 — 2006
Bachelor of Science (BS), Petroleum Engineering
Lovingfoss Energy May 1988 - Present
Union Bank February 1998 - December 2003
Seneca Resources Corporation June 1988 - February 1998
Plains Exploration & Production January 1993 - January 1995
Skills
Petroleum, Oil & Gas, Energy, Gas, Energy Industry, Natural Gas, Upstream, Petroleum Engineering, Drilling, Oil & Gas Industry
Education
Texas A&M University 1983 — 1988
BS, Petroleum Engineering
The Master's College 2005 — 2006
Bachelor of Science (BS), Petroleum Engineering
Edward Driskill's Union Bank Experience March 1982 - July 2013
Job Business Analyst at Union BankRetired
Industry Banking
Experience
SF Gay Men's Chorus 1998 - Present
Union Bank March 1982 - July 2013
Skills
Non-profits, Research, Public Speaking, Strategic Planning, Training, Coaching, Nonprofits, Process Improvement, Leadership, Management, Program Management, Analysis, Community Outreach, Social Media, Microsoft Office
Education
The College of Wooster 1968 — 1972
BA, History
Canadian Academy 1958 — 1967
High School, High School
SF Gay Men's Chorus 1998 - Present
Union Bank March 1982 - July 2013
Skills
Non-profits, Research, Public Speaking, Strategic Planning, Training, Coaching, Nonprofits, Process Improvement, Leadership, Management, Program Management, Analysis, Community Outreach, Social Media, Microsoft Office
Education
The College of Wooster 1968 — 1972
BA, History
Canadian Academy 1958 — 1967
High School, High School
Trevor Lung's Union Bank Experience November 2013 - Present
Job Managing Director, CL Pricing at Union Bank
Industry Financial Services
Experience
Union Bank November 2013 - Present
Bank of America December 2011 - November 2013
Bank of America July 2008 - December 2011
Countrywide Financial July 2006 - July 2008
Countrywide Financial May 2005 - July 2006
Balboa Insurance June 2001 - May 2005
First Nations Home Finance June 1998 - June 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Credit Risk, Banking, Loan Origination, Capital Markets, Mortgage Servicing, Credit Analysis, Portfolio Management, Risk Management, Analysis, Corporate Finance, Finance, Financial Risk, Financial Services, Innovation Management, Leadership, Strategic Planning, Loan Pricing
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1998
MSC, Finance
University of Saskatchewan 1992 — 1997
BComm, Finance & Computer Science
Union Bank November 2013 - Present
Bank of America December 2011 - November 2013
Bank of America July 2008 - December 2011
Countrywide Financial July 2006 - July 2008
Countrywide Financial May 2005 - July 2006
Balboa Insurance June 2001 - May 2005
First Nations Home Finance June 1998 - June 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Credit Risk, Banking, Loan Origination, Capital Markets, Mortgage Servicing, Credit Analysis, Portfolio Management, Risk Management, Analysis, Corporate Finance, Finance, Financial Risk, Financial Services, Innovation Management, Leadership, Strategic Planning, Loan Pricing
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1998
MSC, Finance
University of Saskatchewan 1992 — 1997
BComm, Finance & Computer Science
Francis Edwards's Union Bank Experience September 2014 - Present
Job SR Analytical Data Consultant at Union Bank
Industry Financial Services
Experience
Union Bank September 2014 - Present
SunTrust Mortgage October 2009 - August 2014
JP Morgan Chase / Washington Mutual December 2002 - January 2009
HSBC (Household Credit Services) April 1995 - December 2002
Freedom Programming Services, Inc 1988 - 1995
Burger King Corporation 1984 - 1988
Eastern Airlines, Inc. 1980 - 1984
Skills
Credit Risk, SAS, Banking, Credit Cards, Data Analysis, Financial Risk, Mortgage Lending, Analytics, Credit, Risk Management, Portfolio Management, Consumer Lending, Mortgage, MIS, Microsoft Excel, PowerPoint, Business Analysis, Financial Analysis, Credit Analysis, Loans, Management
Education
State University of New York College at Potsdam 1976 — 1980
BA
Union Bank September 2014 - Present
SunTrust Mortgage October 2009 - August 2014
JP Morgan Chase / Washington Mutual December 2002 - January 2009
HSBC (Household Credit Services) April 1995 - December 2002
Freedom Programming Services, Inc 1988 - 1995
Burger King Corporation 1984 - 1988
Eastern Airlines, Inc. 1980 - 1984
Skills
Credit Risk, SAS, Banking, Credit Cards, Data Analysis, Financial Risk, Mortgage Lending, Analytics, Credit, Risk Management, Portfolio Management, Consumer Lending, Mortgage, MIS, Microsoft Excel, PowerPoint, Business Analysis, Financial Analysis, Credit Analysis, Loans, Management
Education
State University of New York College at Potsdam 1976 — 1980
BA
Dan Gurski's Union Bank Experience 2001 - 2003
Job Vice President, CRC/Credit Policy, PNC Bank
Industry Banking
Experience
PNC Bank May 2008 - Present
LendingOne 2003 - 2008
Union Bank 2001 - 2003
Ocwen Financial Corporation 1998 - 2000
PNC Bank 1996 - 1998
NatWest Bank 1991 - 1996
Skills
Commercial Mortgages, Commercial Credit, Commercial Lending, Middle Market, Underwriting, Workout, Loan Origination
Education
Temple University 1970 — 1975
Westwood High School, Washington Twp. NJ 1967 — 1970
PNC Bank May 2008 - Present
LendingOne 2003 - 2008
Union Bank 2001 - 2003
Ocwen Financial Corporation 1998 - 2000
PNC Bank 1996 - 1998
NatWest Bank 1991 - 1996
Skills
Commercial Mortgages, Commercial Credit, Commercial Lending, Middle Market, Underwriting, Workout, Loan Origination
Education
Temple University 1970 — 1975
Westwood High School, Washington Twp. NJ 1967 — 1970
Phil Jarrell's Union Bank Experience January 2013 - Present
Job Managing Director, Debit Card at MUFG Union Bank, N.A.
Industry Banking
Experience
Union Bank January 2013 - Present
Bank of America October 2006 - January 2013
Bank of America March 2004 - October 2006
BASF Plastics May 2003 - February 2004
Honeywell July 2000 - May 2003
Honeywell 1999 - 2000
Skills
Process Engineering, Six Sigma, Credit Cards, Cross-functional Team..., Process Improvement, Product Management, Banking, Business Analysis, Change Management, Continuous Improvement, Financial Analysis, Financial Services, Forecasting, Leadership, Manufacturing, Vendor Management, Strategy, Mergers, Operations Management, Product Development, Retail Banking, Risk Management, Segmentation
Education
The College of William and Mary - The Mason School of Business 1998 — 1999
MBA
Tennessee Technological University 1981 — 1985
BS, Chemical Engineering
Union Bank January 2013 - Present
Bank of America October 2006 - January 2013
Bank of America March 2004 - October 2006
BASF Plastics May 2003 - February 2004
Honeywell July 2000 - May 2003
Honeywell 1999 - 2000
Skills
Process Engineering, Six Sigma, Credit Cards, Cross-functional Team..., Process Improvement, Product Management, Banking, Business Analysis, Change Management, Continuous Improvement, Financial Analysis, Financial Services, Forecasting, Leadership, Manufacturing, Vendor Management, Strategy, Mergers, Operations Management, Product Development, Retail Banking, Risk Management, Segmentation
Education
The College of William and Mary - The Mason School of Business 1998 — 1999
MBA
Tennessee Technological University 1981 — 1985
BS, Chemical Engineering
Rose (Xueying) Guo's Union Bank Experience June 2011 - August 2011
Job Financial Analyst at Wells Fargo | Real Estate
Industry Real Estate
Experience
Wells Fargo July 2013 - Present
Bank of America June 2012 - August 2012
Union Bank June 2011 - August 2011
Northwestern Mutual January 2011 - June 2011
Victoria's Secret July 2010 - August 2010
Aflac June 2010 - August 2010
CampusBuddy January 2010 - March 2010
Sky Vision Investment Holdings Ltd. June 2008 - August 2008
Skills
Investments, Derivatives, Portfolio Management, Social Media, Insurance, Credit, Financial Analysis, Financial Modeling, Sales, Wealth Management, Bloomberg, Finance, Commercial Banking, Leadership, Corporate Finance, Relationship Management, Underwriting, Real Estate, Affordable Housing, Valuation, Loans, Retirement Planning, Bloomberg Terminal, Due Diligence, Credit Risk, Banking, Analysis, Management, Asset Management, Mutual Funds, Accounting, Training, Strategic Financial..., Credit Analysis, Capital IQ, Commercial Lending, Economics, Fixed Income, Risk Management, Financial Services, Loan Origination, Investment Banking, Mortgage Lending, Equities, Financial Risk, Microsoft Excel, Market Research, Financial Statement..., Investment Properties, Bonds
Education
University of Southern California - Marshall School of Business 2009 — 2013
Business Administration, Investments and Financial Markets, Real Estate Development
The Chinese University of Hong Kong
Exchange
Wells Fargo July 2013 - Present
Bank of America June 2012 - August 2012
Union Bank June 2011 - August 2011
Northwestern Mutual January 2011 - June 2011
Victoria's Secret July 2010 - August 2010
Aflac June 2010 - August 2010
CampusBuddy January 2010 - March 2010
Sky Vision Investment Holdings Ltd. June 2008 - August 2008
Skills
Investments, Derivatives, Portfolio Management, Social Media, Insurance, Credit, Financial Analysis, Financial Modeling, Sales, Wealth Management, Bloomberg, Finance, Commercial Banking, Leadership, Corporate Finance, Relationship Management, Underwriting, Real Estate, Affordable Housing, Valuation, Loans, Retirement Planning, Bloomberg Terminal, Due Diligence, Credit Risk, Banking, Analysis, Management, Asset Management, Mutual Funds, Accounting, Training, Strategic Financial..., Credit Analysis, Capital IQ, Commercial Lending, Economics, Fixed Income, Risk Management, Financial Services, Loan Origination, Investment Banking, Mortgage Lending, Equities, Financial Risk, Microsoft Excel, Market Research, Financial Statement..., Investment Properties, Bonds
Education
University of Southern California - Marshall School of Business 2009 — 2013
Business Administration, Investments and Financial Markets, Real Estate Development
The Chinese University of Hong Kong
Exchange
Ping Ying Lee's Union Bank Experience October 1987 - October 1990
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank June 2008 - Present
Mellon 1st Business Bank June 2006 - June 2008
Manufacturers Bank November 1996 - May 2006
Union Bank October 1987 - October 1990
Bank of America 1981 - 1987
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Credit, Small Business Lending, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Organizational Behavior
The Chinese University of Hong Kong
Bachelor of Business Administration (BBA), General Business Management
City National Bank June 2008 - Present
Mellon 1st Business Bank June 2006 - June 2008
Manufacturers Bank November 1996 - May 2006
Union Bank October 1987 - October 1990
Bank of America 1981 - 1987
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Credit, Small Business Lending, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Organizational Behavior
The Chinese University of Hong Kong
Bachelor of Business Administration (BBA), General Business Management
Richard Barger, CFA's Union Bank Experience February 2011 - August 2014
Job Director, Investment Portfolio Manager at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank August 2014 - Present
Union Bank February 2011 - August 2014
Union Bank August 2009 - February 2011
Cohen & Company June 2007 - September 2008
Jefferies & Company September 2003 - June 2007
Four Corners Capital Management October 2001 - December 2002
ING Capital Advisors June 2000 - October 2001
AIG SunAmerica July 1993 - June 2000
Skills
Valuation, Capital Markets, Hedge Funds, Private Equity, Financial Analysis, Credit Analysis, Structured Finance, Derivatives, Banking, Finance, Leveraged Finance, Loans, Risk Management, Mezzanine, Bonds, High Yield Bonds, Emerging Markets, CMBS, CLO, Securitization, Trading
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
USC Gould School of Law 1990 — 1994
JD, Real Estate
Stanford University 1986 — 1987
MS, Geophysics
Texas A&M University 1982 — 1986
BS, Geophysics
MUFG Union Bank August 2014 - Present
Union Bank February 2011 - August 2014
Union Bank August 2009 - February 2011
Cohen & Company June 2007 - September 2008
Jefferies & Company September 2003 - June 2007
Four Corners Capital Management October 2001 - December 2002
ING Capital Advisors June 2000 - October 2001
AIG SunAmerica July 1993 - June 2000
Skills
Valuation, Capital Markets, Hedge Funds, Private Equity, Financial Analysis, Credit Analysis, Structured Finance, Derivatives, Banking, Finance, Leveraged Finance, Loans, Risk Management, Mezzanine, Bonds, High Yield Bonds, Emerging Markets, CMBS, CLO, Securitization, Trading
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
USC Gould School of Law 1990 — 1994
JD, Real Estate
Stanford University 1986 — 1987
MS, Geophysics
Texas A&M University 1982 — 1986
BS, Geophysics
Laura Palmore's Union Bank Experience January 2015 - Present
Job Project Manager at Union Bank
Industry Banking
Experience
Union Bank January 2015 - Present
Bank of America 2012 - Present
Bank of America 2007 - 2012
Wesson Enterprises 2005 - 2007
Metavante 2002 - 2005
Peregrine Systems 1990 - 2001
National Data Corporation 1985 - 1990
Skills
SDLC, Banking, Retail Banking, Business Analysis, Risk Management, Process Improvement, Operational Risk..., Vendor Management, Financial Services, Project Management, Software Project...
Education
The University of Georgia
Bachelor's degree, Management Information Systems
Union Bank January 2015 - Present
Bank of America 2012 - Present
Bank of America 2007 - 2012
Wesson Enterprises 2005 - 2007
Metavante 2002 - 2005
Peregrine Systems 1990 - 2001
National Data Corporation 1985 - 1990
Skills
SDLC, Banking, Retail Banking, Business Analysis, Risk Management, Process Improvement, Operational Risk..., Vendor Management, Financial Services, Project Management, Software Project...
Education
The University of Georgia
Bachelor's degree, Management Information Systems
Yang Ming (Y.M.) Ma's Union Bank Experience July 1988 - November 1995
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2013 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Bank June 2009 - March 2012
Bank of America 1995 - 2009
Union Bank July 1988 - November 1995
Education
The Chinese University of Hong Kong
Bachelor of Arts (BA)
The Ohio State University
Master of Arts (MA)
Bank of America April 2013 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Bank June 2009 - March 2012
Bank of America 1995 - 2009
Union Bank July 1988 - November 1995
Education
The Chinese University of Hong Kong
Bachelor of Arts (BA)
The Ohio State University
Master of Arts (MA)
Bill Poppen's Union Bank Experience March 2013 - Present
Job SVP, Risk Management at Union Bank
Industry Banking
Experience
Union Bank March 2013 - Present
Bank of America June 2008 - March 2013
Wachovia March 2001 - May 2008
First Union National Bank December 1994 - March 2001
Skills
Credit, Mortgage Lending, Portfolio Management, Risk Management, Credit Cards, Forecasting, Credit Risk, Financial Risk, Banking, Loans, Credit Analysis, Capital Markets, Operational Risk..., Basel II, Financial Analysis, Financial Modeling, Enterprise Risk..., Retail Banking, Underwriting, Analytics, Consumer Lending, Loan Origination, Valuation
Education
The University of Texas at Arlington 1988 — 1990
MSAE, Aerospace Engineering
University of Tennessee-Knoxville 1982 — 1987
BSAE, Aerospace Engineering
Union Bank March 2013 - Present
Bank of America June 2008 - March 2013
Wachovia March 2001 - May 2008
First Union National Bank December 1994 - March 2001
Skills
Credit, Mortgage Lending, Portfolio Management, Risk Management, Credit Cards, Forecasting, Credit Risk, Financial Risk, Banking, Loans, Credit Analysis, Capital Markets, Operational Risk..., Basel II, Financial Analysis, Financial Modeling, Enterprise Risk..., Retail Banking, Underwriting, Analytics, Consumer Lending, Loan Origination, Valuation
Education
The University of Texas at Arlington 1988 — 1990
MSAE, Aerospace Engineering
University of Tennessee-Knoxville 1982 — 1987
BSAE, Aerospace Engineering
Ganesh Seshadriswaran's Union Bank Experience May 2012 - November 2012
Job Analyst
Industry Information Technology and Services
Experience
Independence Blue Cross January 2013 - Present
Union Bank May 2012 - November 2012
JPMorgan Chase July 2011 - February 2012
Steel Products, Inc. June 2010 - May 2011
Donohoe Companies October 2009 - May 2010
Aswathy Corporation July 2007 - July 2008
Bhabha Atomic Research Centre August 2006 - May 2007
Skills
Analysis, Financial Modeling, Research, Project Management, Data Analysis, Business Analysis, MS Project
Education
The George Washington University 2008 — 2010
Masters, Engineering Management
University of Mumbai 2003 — 2007
Bachelor, Electrical Engineering
General Education Academy 1989 — 2001
Secondary School
Independence Blue Cross January 2013 - Present
Union Bank May 2012 - November 2012
JPMorgan Chase July 2011 - February 2012
Steel Products, Inc. June 2010 - May 2011
Donohoe Companies October 2009 - May 2010
Aswathy Corporation July 2007 - July 2008
Bhabha Atomic Research Centre August 2006 - May 2007
Skills
Analysis, Financial Modeling, Research, Project Management, Data Analysis, Business Analysis, MS Project
Education
The George Washington University 2008 — 2010
Masters, Engineering Management
University of Mumbai 2003 — 2007
Bachelor, Electrical Engineering
General Education Academy 1989 — 2001
Secondary School
Sanjay Hingu's Union Bank Experience January 2011 - October 2012
Job Banking & Remittance Officer at Los Angeles County
Industry Banking
Experience
County of Los Angeles October 2012 - Present
Union Bank January 2011 - October 2012
Federal Reserve Bank of San Francisco, Los Angeles Branch November 1988 - November 2010
Skills
Facilities Management, Leadership, Analysis, Banking, Outlook, Credit, Financial Analysis, Risk Management, Vendor Management, Process Improvement, Operations Management, Management, Accounting, Training, Budgets, Finance, Project Management
Education
The Maharaja Sayajirao University of Baroda 1983 — 1984
Industrial Purchasing & Materials Management, Purchasing, Procurement/Acquisitions and Contracts Management
The Maharaja Sayajirao University of Baroda 1980 — 1983
B.Com, Accounting, Auditing, Business Management, Business Economics
New Era High School
County of Los Angeles October 2012 - Present
Union Bank January 2011 - October 2012
Federal Reserve Bank of San Francisco, Los Angeles Branch November 1988 - November 2010
Skills
Facilities Management, Leadership, Analysis, Banking, Outlook, Credit, Financial Analysis, Risk Management, Vendor Management, Process Improvement, Operations Management, Management, Accounting, Training, Budgets, Finance, Project Management
Education
The Maharaja Sayajirao University of Baroda 1983 — 1984
Industrial Purchasing & Materials Management, Purchasing, Procurement/Acquisitions and Contracts Management
The Maharaja Sayajirao University of Baroda 1980 — 1983
B.Com, Accounting, Auditing, Business Management, Business Economics
New Era High School
Jose Lombrozo's Union Bank Experience May 1994 - February 1996
Job Owner/Operator at Shining Star Auto Detail
Industry Automotive
Experience
Shining Star Auto Detail Owner/OperatorShining Star Auto DetailJune 2002 - Present
Renaissance Furniture, LLC May 2001 - June 2002
D'Style, Inc./Allan Copley Designs February 1996 - April 2001
Union Bank May 1994 - February 1996
Wells Fargo Bank March 1993 - April 1994
Skills
Sales, Negotiation, Strategic Planning
Education
University of San Diego 1983 — 1986
Bachelor of Business Administration
University of San Diego 1983 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southwestern College 1982 — 1985
Associate of Arts General Education
Colegio Cevantes Costa Rica; Guadalajara, Jal. Mexico 1976 — 1982
High School Diploma
Shining Star Auto Detail Owner/OperatorShining Star Auto DetailJune 2002 - Present
Renaissance Furniture, LLC May 2001 - June 2002
D'Style, Inc./Allan Copley Designs February 1996 - April 2001
Union Bank May 1994 - February 1996
Wells Fargo Bank March 1993 - April 1994
Skills
Sales, Negotiation, Strategic Planning
Education
University of San Diego 1983 — 1986
Bachelor of Business Administration
University of San Diego 1983 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southwestern College 1982 — 1985
Associate of Arts General Education
Colegio Cevantes Costa Rica; Guadalajara, Jal. Mexico 1976 — 1982
High School Diploma
Flavia Muttera's Union Bank Experience January 1996 - January 2001
Job Vice President and Risk Manager, Third Party Program at Bank of the West
Industry Banking
Experience
Bank of the West April 2014 - Present
Bank of the West June 2011 - Present
Bank of the West January 2001 - June 2011
Union Bank January 1996 - January 2001
First City National Bank, Texas 1981 - 1989
Skills
Banking, Commercial Banking, Loans, Vendor Management, Team Leadership, Cash Management, Process Improvement, Retail Banking, Management, Business Analysis, Outsourcing, Risk Management, Leadership, Customer Service, Budgets, Financial Analysis, Mergers & Acquisitions, Deposits
Education
Texas A&M University 1977 — 1981
MBA
University of California, Santa Barbara 1971 — 1975
BA, Biology and English (American Literature)
Chapman University Campus Afloat 1972 — 1972
n/a, Humanities/General
Bank of the West April 2014 - Present
Bank of the West June 2011 - Present
Bank of the West January 2001 - June 2011
Union Bank January 1996 - January 2001
First City National Bank, Texas 1981 - 1989
Skills
Banking, Commercial Banking, Loans, Vendor Management, Team Leadership, Cash Management, Process Improvement, Retail Banking, Management, Business Analysis, Outsourcing, Risk Management, Leadership, Customer Service, Budgets, Financial Analysis, Mergers & Acquisitions, Deposits
Education
Texas A&M University 1977 — 1981
MBA
University of California, Santa Barbara 1971 — 1975
BA, Biology and English (American Literature)
Chapman University Campus Afloat 1972 — 1972
n/a, Humanities/General
Doby Fleeman's Union Bank Experience 1975 - 1979
Job Building Alliances to Inform, Engage and Empower the Electorate
Industry Public Policy
Experience
Political Crossroads February 2013 - Present
ACE Construction Services, Inc. 2002 - 2012
Engineered Metals Company 1983 - 2000
American Fiber Optics Corporation 1981 - 1983
Wells Fargo Bank 1980 - 1981
Union Bank 1975 - 1979
Skills
Public Policy, Community Outreach, Government, Political Campaigns, Politics, Strategic Communications, Contract Negotiation, Nonprofits, Policy, Community Development, Policy Analysis, Political Science, Economic Development, Qualitative Research, Strategic Planning
Education
Stanford University
AB, Human Biology
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Political Crossroads February 2013 - Present
ACE Construction Services, Inc. 2002 - 2012
Engineered Metals Company 1983 - 2000
American Fiber Optics Corporation 1981 - 1983
Wells Fargo Bank 1980 - 1981
Union Bank 1975 - 1979
Skills
Public Policy, Community Outreach, Government, Political Campaigns, Politics, Strategic Communications, Contract Negotiation, Nonprofits, Policy, Community Development, Policy Analysis, Political Science, Economic Development, Qualitative Research, Strategic Planning
Education
Stanford University
AB, Human Biology
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Jonathan Bigelow's Union Bank Experience May 2003 - November 2014
Job Director at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Union Bank November 2014 - Present
Union Bank May 2003 - November 2014
Mizuho Corporate Bank February 1997 - March 2003
Fuji Bank, Ltd. (predecessor of Mizuho Corporate Bank) November 1994 - February 1997
Fuji Bank, Ltd. (predecessor of Mizuho Corporate Bank) July 1989 - November 1994
Skills
Portfolio Management, Financial Structuring, Structured Finance, Project Finance, Fixed Income, Finance, Credit, Loans, Energy, Analysis, Credit Analysis, Derivatives, Banking, Corporate Law, Valuation, Financial Modeling, Capital Markets, Credit Risk, Management, Cash Flow, Financial Analysis, Debt Restructuring, Treasury Management, Investment Banking, Private Equity, Risk Management, Corporate Finance, Due Diligence, Mergers & Acquisitions, Asset Management, Loan Origination, Underwriting, Investments, Equities, Commercial Banking, Corporate Governance, Leveraged Finance
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance/Accounting
Stanford University 1974 — 1978
AB, English
MUFG Union Bank November 2014 - Present
Union Bank May 2003 - November 2014
Mizuho Corporate Bank February 1997 - March 2003
Fuji Bank, Ltd. (predecessor of Mizuho Corporate Bank) November 1994 - February 1997
Fuji Bank, Ltd. (predecessor of Mizuho Corporate Bank) July 1989 - November 1994
Skills
Portfolio Management, Financial Structuring, Structured Finance, Project Finance, Fixed Income, Finance, Credit, Loans, Energy, Analysis, Credit Analysis, Derivatives, Banking, Corporate Law, Valuation, Financial Modeling, Capital Markets, Credit Risk, Management, Cash Flow, Financial Analysis, Debt Restructuring, Treasury Management, Investment Banking, Private Equity, Risk Management, Corporate Finance, Due Diligence, Mergers & Acquisitions, Asset Management, Loan Origination, Underwriting, Investments, Equities, Commercial Banking, Corporate Governance, Leveraged Finance
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance/Accounting
Stanford University 1974 — 1978
AB, English
Nancy Gregory's Union Bank Experience January 2009 - Present
Job Senior Vice President at Union Bank
Industry Banking
Experience
Union Bank January 2009 - Present
Commerce Street Capital 2006 - 2009
JP Morgan Chase 1996 - 2006
Comerica Bank 1987 - 1996
Skills
Credit, Loans, Investments, Marketing
Education
Southwestern University 1977 — 1981
BS, Business
Union Bank January 2009 - Present
Commerce Street Capital 2006 - 2009
JP Morgan Chase 1996 - 2006
Comerica Bank 1987 - 1996
Skills
Credit, Loans, Investments, Marketing
Education
Southwestern University 1977 — 1981
BS, Business
Robert Funk's Union Bank Experience November 2010 - Present
Job Director, Model Verification Team Leader, MUFG Union Bank Credit Examination for the Americas
Industry Financial Services
Experience
Union Bank November 2010 - Present
Wells Fargo Bank August 2003 - October 2010
Wells Fargo Bank May 1998 - August 2003
Skills
Economics, Credit Scoring, Consumer Lending, Credit Risk, Credit Analysis, Loans, Credit, Portfolio Management, Financial Risk, Banking, Underwriting, Retail Banking, SAS programming, Risk Management, Credit Cards, Financial Modeling, SAS, Asset Managment, Financial Analysis, Predictive Analytics, Financial Services, Analytics
Education
Texas A&M University 1993 — 1998
PhD, Agricultural Economics
Washington State University 1990 — 1992
MA, Economics
Washington State University 1982 — 1989
BA, Economics
Union Bank November 2010 - Present
Wells Fargo Bank August 2003 - October 2010
Wells Fargo Bank May 1998 - August 2003
Skills
Economics, Credit Scoring, Consumer Lending, Credit Risk, Credit Analysis, Loans, Credit, Portfolio Management, Financial Risk, Banking, Underwriting, Retail Banking, SAS programming, Risk Management, Credit Cards, Financial Modeling, SAS, Asset Managment, Financial Analysis, Predictive Analytics, Financial Services, Analytics
Education
Texas A&M University 1993 — 1998
PhD, Agricultural Economics
Washington State University 1990 — 1992
MA, Economics
Washington State University 1982 — 1989
BA, Economics
Cassie Calvin's Union Bank Experience 1993 - 2005
Job Banking Center Manager at RBC Bank
Industry Banking
Experience
RBC Bank AVPSunTrust BankDecember 2005 - March 2008
Union Bank 1993 - 2005
Education
Strayer University 2007 — 2009
BBA, Business
Bryant & Stratton College 1990 — 1992
AAS, Business Management
RBC Bank AVPSunTrust BankDecember 2005 - March 2008
Union Bank 1993 - 2005
Education
Strayer University 2007 — 2009
BBA, Business
Bryant & Stratton College 1990 — 1992
AAS, Business Management
Karlee Ramirez's Union Bank Experience August 2006 - June 2009
Job AVP, Operations Manager at Bank of the Sierra
Industry Banking
Experience
Bank of the Sierra September 2015 - Present
Citibank April 2013 - September 2015
Citibank June 2011 - April 2013
Citibank November 2010 - June 2011
Union Bank August 2006 - June 2009
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Customer Service, Leadership, Sales, Team Building, Financial Analysis, Loan Origination, Marketing, Microsoft Office, Strategic Planning, Risk Management, Relationship Management, Microsoft Word, Small Business Lending
Education
Kaplan University 2008 — 2010
Associate's degree, Paralegal Studies
Wasco Union High School 2002 — 2006
General Studies, General Studies
Taft College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Bank of the Sierra September 2015 - Present
Citibank April 2013 - September 2015
Citibank June 2011 - April 2013
Citibank November 2010 - June 2011
Union Bank August 2006 - June 2009
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Customer Service, Leadership, Sales, Team Building, Financial Analysis, Loan Origination, Marketing, Microsoft Office, Strategic Planning, Risk Management, Relationship Management, Microsoft Word, Small Business Lending
Education
Kaplan University 2008 — 2010
Associate's degree, Paralegal Studies
Wasco Union High School 2002 — 2006
General Studies, General Studies
Taft College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Pete Franklin's Union Bank Experience December 2006 - March 2009
Job Senior Vice President, Director of Asset/Liability Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2010 - Present
SunGard BancWare 2010 - April 2010
GE Capital 2010 - 2010
Sachs & Associates May 2009 - December 2009
Union Bank December 2006 - March 2009
SunTrust Bank November 2004 - November 2006
KPMG December 2000 - November 2004
Imperial Bank 1994 - 2000
Skills
QRM, Stress Testing, Scenario Analysis, Cash Flow, Cash Flow Forecasting, ALM, Financial Planning, Financial Modeling, Capital Markets, Interest Rate Risk..., Risk Management, Treasury, Banking, Portfolio Management, Derivatives, Financial Risk, Liquidity Risk, Strategic Financial..., Credit Risk, Enterprise Risk..., Credit, Strategy, Microsoft Excel, Valuation
Education
Texas A&M University 1989 — 1993
B.S., Economics
SunTrust Bank April 2010 - Present
SunGard BancWare 2010 - April 2010
GE Capital 2010 - 2010
Sachs & Associates May 2009 - December 2009
Union Bank December 2006 - March 2009
SunTrust Bank November 2004 - November 2006
KPMG December 2000 - November 2004
Imperial Bank 1994 - 2000
Skills
QRM, Stress Testing, Scenario Analysis, Cash Flow, Cash Flow Forecasting, ALM, Financial Planning, Financial Modeling, Capital Markets, Interest Rate Risk..., Risk Management, Treasury, Banking, Portfolio Management, Derivatives, Financial Risk, Liquidity Risk, Strategic Financial..., Credit Risk, Enterprise Risk..., Credit, Strategy, Microsoft Excel, Valuation
Education
Texas A&M University 1989 — 1993
B.S., Economics
Douglas Hansen's Union Bank Experience 2000 - 2002
Job President, Endgame Entertainment...................................... & CEO, Endgame Releasing
Industry Entertainment
Experience
Endgame Entertainment 2003 - Present
Union Bank 2000 - 2002
BNP Paribas 1991 - 2000
Skills
Start-ups, Licensing, Financial Modeling, Intellectual Property, New Business Development, Leadership, Entertainment Industry, Theatre, Venture Capital, Strategy, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA, Entertainment Management & Finance
Stanford University
Economics
Endgame Entertainment 2003 - Present
Union Bank 2000 - 2002
BNP Paribas 1991 - 2000
Skills
Start-ups, Licensing, Financial Modeling, Intellectual Property, New Business Development, Leadership, Entertainment Industry, Theatre, Venture Capital, Strategy, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA, Entertainment Management & Finance
Stanford University
Economics
Beverly Henretty's Union Bank Experience March 2009 - Present
Job FX & Derivatives Sales Manager at Union Bank
Industry Banking
Experience
Union Bank March 2009 - Present
SunTrust Bank January 2003 - June 2007
SunTrust Bank June 1996 - January 2003
Skills
FX Options, Banking, Capital Markets, Fixed Income, Portfolio Management, Derivatives
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance, General
Union Bank March 2009 - Present
SunTrust Bank January 2003 - June 2007
SunTrust Bank June 1996 - January 2003
Skills
FX Options, Banking, Capital Markets, Fixed Income, Portfolio Management, Derivatives
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance, General
Navi Puri's Union Bank Experience April 2013 - Present
Job
Industry Banking
Experience
Union Bank April 2013 - Present
Union Bank August 2009 - April 2013
Union Bank May 2007 - August 2009
Union Bank of California July 2003 - August 2004
North Fork Bank June 2000 - December 2002
Skills
Banking, Customer Service, Retail Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Credit Risk, Risk Management, Relationship Management, Portfolio Management, Lines Of Credit, Investments, Branch Banking, Branch Management
Education
State University of New York at Stony Brook
Bachelor's degree, Economics
Sacred Heart
White Plains High
Union Bank April 2013 - Present
Union Bank August 2009 - April 2013
Union Bank May 2007 - August 2009
Union Bank of California July 2003 - August 2004
North Fork Bank June 2000 - December 2002
Skills
Banking, Customer Service, Retail Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Credit Risk, Risk Management, Relationship Management, Portfolio Management, Lines Of Credit, Investments, Branch Banking, Branch Management
Education
State University of New York at Stony Brook
Bachelor's degree, Economics
Sacred Heart
White Plains High
Barbara Iversen's Union Bank Experience 1997 - 2000
Job Antiaging Consultant for Nu Skin/Pharmanex
Industry Health, Wellness and Fitness
Experience
Nu Skin Enterprises March 2010 - Present
Union Bank 1997 - 2000
Deluxe Corporation January 1990 - July 1996
Skills
Strategic Planning, Supplements, Network Marketing, Direct Sales, Team Building, Coaching, Marketing, Entrepreneurship, Public Speaking, Nutrition
Education
College of St. Catherine 1976 — 1980
BA, Business
American College in Paris 1978 — 1979
Business
Academy of St. Joseph
Nu Skin Enterprises March 2010 - Present
Union Bank 1997 - 2000
Deluxe Corporation January 1990 - July 1996
Skills
Strategic Planning, Supplements, Network Marketing, Direct Sales, Team Building, Coaching, Marketing, Entrepreneurship, Public Speaking, Nutrition
Education
College of St. Catherine 1976 — 1980
BA, Business
American College in Paris 1978 — 1979
Business
Academy of St. Joseph
Joanne Busansky's Union Bank Experience 1999 - 2009
Job Strategic Marketer Open to Opportunities. Visionary Leader, TeamBuilder, Growth Catalyst, Integrated Marketing Expert
Industry Financial Services
Experience
Taproot Foundation 2010 - Present
Union Bank 1999 - 2009
Union Bank March 1988 - 1999
Skills
Strategy Development, Building Strong Teams, Integrated Marketing, B2B, Event Management, Management, Strategy, Cross-functional Team..., High Performance Teams, Marketing Communications, Nonprofits, Strategic Thinking, Marketing
Education
State University of New York College at Oneonta 1976 — 1980
BA, Psychology
Taproot Foundation 2010 - Present
Union Bank 1999 - 2009
Union Bank March 1988 - 1999
Skills
Strategy Development, Building Strong Teams, Integrated Marketing, B2B, Event Management, Management, Strategy, Cross-functional Team..., High Performance Teams, Marketing Communications, Nonprofits, Strategic Thinking, Marketing
Education
State University of New York College at Oneonta 1976 — 1980
BA, Psychology
Thomas Pack's Union Bank Experience August 2010 - May 2011
Job Trust Operations Specialist
Industry Financial Services
Experience
Union Bank August 2010 - May 2011
Waterfield Bank September 2009 - April 2010
Benefit Administration Company September 1998 - October 2008
Skills
Account Reconciliation, Banking, Process Improvement, Mutual Funds, Securities, Microsoft Excel, Cash Management, Equities, Investments, Finance, Financial Services, Wealth Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Business Administration, Finance
Union Bank August 2010 - May 2011
Waterfield Bank September 2009 - April 2010
Benefit Administration Company September 1998 - October 2008
Skills
Account Reconciliation, Banking, Process Improvement, Mutual Funds, Securities, Microsoft Excel, Cash Management, Equities, Investments, Finance, Financial Services, Wealth Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Business Administration, Finance
Sevda Pernova's Union Bank Experience July 2015 - Present
Job Service Manager, AVP at Union Bank
Industry Banking
Experience
Union Bank July 2015 - Present
Wells Fargo May 2010 - July 2015
Wachovia, A Wells Fargo Company October 2007 - April 2010
World Savings January 2006 - October 2007
Skills
Customer Service, Program Management, Loans, Banking, Mortgage Lending, Credit, Sales Management, Risk Management, Retail Banking, Team Leadership, Operations Management, Sales, Strategic Financial..., Leadership, Business Analysis, Project Management, Investments, Vendor Management, Cross-functional Team..., Insurance, Series 7, Retirement Planning, Relationship Management, Financial Analysis, Financial Services, Team Building
Education
Tehnièeski universitet Sofija 1982 — 1987
MS, Electrical Engineering
Union Bank July 2015 - Present
Wells Fargo May 2010 - July 2015
Wachovia, A Wells Fargo Company October 2007 - April 2010
World Savings January 2006 - October 2007
Skills
Customer Service, Program Management, Loans, Banking, Mortgage Lending, Credit, Sales Management, Risk Management, Retail Banking, Team Leadership, Operations Management, Sales, Strategic Financial..., Leadership, Business Analysis, Project Management, Investments, Vendor Management, Cross-functional Team..., Insurance, Series 7, Retirement Planning, Relationship Management, Financial Analysis, Financial Services, Team Building
Education
Tehnièeski universitet Sofija 1982 — 1987
MS, Electrical Engineering
Richard Hartnack's Union Bank Experience June 1991 - March 2005
Job RetiredVice Chairman at U. S. Bank. DirectorFreddie Mac. NonExecutive ChairmanSynchrony Financial
Industry Banking
Experience
Synchrony Financial July 2014 - Present
US Bancorp April 2005 - March 2013
Union Bank June 1991 - March 2005
First Chicago Corporation June 1982 - June 1991
First Interstate Bank August 1971 - June 1982
USMC 1967 - 1971
Education
Stanford University Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
UCLA 1963 — 1967
Bachelor of Arts (BA), Economics
Synchrony Financial July 2014 - Present
US Bancorp April 2005 - March 2013
Union Bank June 1991 - March 2005
First Chicago Corporation June 1982 - June 1991
First Interstate Bank August 1971 - June 1982
USMC 1967 - 1971
Education
Stanford University Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
UCLA 1963 — 1967
Bachelor of Arts (BA), Economics
Midori Heckert's Union Bank Experience 2011 - 2013
Job Consultant at Collabrus
Industry Banking
Experience
Collabrus July 2011 - Present
Union Bank 2011 - 2013
Charles Schwab 2000 - 2010
Union Bank (Union Bank of California) 1989 - 2000
PwC (Price Waterhouse) 1987 - 1989
Skills
Financial Analysis, Portfolio Management, Financial Risk, Financial Modeling, Risk Management, Financial Services, Banking
Education
The University of Texas at Austin 1984 — 1985
MBA, International Business and Accounting
The University of Texas at Arlington
BA, Economics
Collabrus July 2011 - Present
Union Bank 2011 - 2013
Charles Schwab 2000 - 2010
Union Bank (Union Bank of California) 1989 - 2000
PwC (Price Waterhouse) 1987 - 1989
Skills
Financial Analysis, Portfolio Management, Financial Risk, Financial Modeling, Risk Management, Financial Services, Banking
Education
The University of Texas at Austin 1984 — 1985
MBA, International Business and Accounting
The University of Texas at Arlington
BA, Economics
Dikshant Jain's Union Bank Experience May 2009 - December 2009
Job Technical Lead at HCL AMERICA
Industry Information Technology and Services
Experience
Tech Mahindra June 2015 - Present
HCL Technologies October 2014 - June 2015
LPL Financial January 2014 - November 2014
Royal Bank of Canada Capital Markets January 2010 - July 2013
iGATE Global Solutions 2007 - 2012
Union Bank May 2009 - December 2009
US Bank September 2007 - June 2009
Skills
ETL, Data Warehousing, Informatica, Oracle, DB2, SQL, Unix Shell Scripting, Sybase, Business Intelligence, Microsoft SQL Server, PL/SQL, Unix, SDLC, Teradata, Requirements Analysis, Informatica MDM, Erwin, Teradata Data Warehouse, Autosys, Tidal Enterprise..., Informatica Power..., Informatica Data..., Dimensional Modeling
Education
GM Institute of Technology Davangere, Karnataka 2003 — 2007
Bachelor of Engineering, Information Science and Technology
Visvesvaraya Technological University 2003 — 2007
BE, Information Science
St. Xavier's College
Tech Mahindra June 2015 - Present
HCL Technologies October 2014 - June 2015
LPL Financial January 2014 - November 2014
Royal Bank of Canada Capital Markets January 2010 - July 2013
iGATE Global Solutions 2007 - 2012
Union Bank May 2009 - December 2009
US Bank September 2007 - June 2009
Skills
ETL, Data Warehousing, Informatica, Oracle, DB2, SQL, Unix Shell Scripting, Sybase, Business Intelligence, Microsoft SQL Server, PL/SQL, Unix, SDLC, Teradata, Requirements Analysis, Informatica MDM, Erwin, Teradata Data Warehouse, Autosys, Tidal Enterprise..., Informatica Power..., Informatica Data..., Dimensional Modeling
Education
GM Institute of Technology Davangere, Karnataka 2003 — 2007
Bachelor of Engineering, Information Science and Technology
Visvesvaraya Technological University 2003 — 2007
BE, Information Science
St. Xavier's College
Alessandro Bush's Union Bank Experience April 2014 - Present
Job Senior Relationship Banker
Industry Banking
Experience
Union Bank April 2014 - Present
US Navy Reserve November 2011 - Present
Bank of America April 2011 - April 2014
Rite Aid January 2010 - April 2011
New Generation Logistics, Apasha Inc January 2005 - January 2010
Skills
Financial Services, Deposits, Operations Management, Sales, Lines Of Credit, Cash Management, Banking, Accounting, Mortgage Lending, Team Building, Training, Credit, Customer Service, Inventory Management, Accounts Payable, Security Clearance, Military, Team Leadership, Coaching, Logistics, Military Experience, Cross Selling, Financial Analysis, Store Management, Leadership, Management
Education
University of Maryland University College 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, 3.7
University of Maryland University College 2006 — 2008
Business and Management Studies, Business Administration and Management, General, 3.7
Springfield Technical Community College 2005 — 2006
Certificate, Business Administration and Management, General, 3.0
University of Maryland University College
Certification of Finance Management
University of Maryland University College
Certification international accounting curriculum
Union Bank April 2014 - Present
US Navy Reserve November 2011 - Present
Bank of America April 2011 - April 2014
Rite Aid January 2010 - April 2011
New Generation Logistics, Apasha Inc January 2005 - January 2010
Skills
Financial Services, Deposits, Operations Management, Sales, Lines Of Credit, Cash Management, Banking, Accounting, Mortgage Lending, Team Building, Training, Credit, Customer Service, Inventory Management, Accounts Payable, Security Clearance, Military, Team Leadership, Coaching, Logistics, Military Experience, Cross Selling, Financial Analysis, Store Management, Leadership, Management
Education
University of Maryland University College 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, 3.7
University of Maryland University College 2006 — 2008
Business and Management Studies, Business Administration and Management, General, 3.7
Springfield Technical Community College 2005 — 2006
Certificate, Business Administration and Management, General, 3.0
University of Maryland University College
Certification of Finance Management
University of Maryland University College
Certification international accounting curriculum
Gail Rasmussen's Union Bank Experience June 1998 - August 2001
Job Senior Regional Credit Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2001 - Present
Union Bank June 1998 - August 2001
Bank of Southern California January 1990 - February 1993
La Jolla Bank & Trust January 1986 - January 1990
The First National Bank in Sioux Falls May 1976 - January 1986
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit, Banking, Credit Analysis, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Portfolio Management, Mortgage Lending, Financial Analysis, Credit Risk, Consumer Lending, Loan Origination, Treasury Management
Education
Pacific Coast Banking School 2008 — 2010
Graduate School of Commercial Lending
National Commercial Lending School
National Graduate School of Compliance
The University of South Dakota
Business
Western Agricultural Banking School
Wells Fargo 2001 - Present
Union Bank June 1998 - August 2001
Bank of Southern California January 1990 - February 1993
La Jolla Bank & Trust January 1986 - January 1990
The First National Bank in Sioux Falls May 1976 - January 1986
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit, Banking, Credit Analysis, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Portfolio Management, Mortgage Lending, Financial Analysis, Credit Risk, Consumer Lending, Loan Origination, Treasury Management
Education
Pacific Coast Banking School 2008 — 2010
Graduate School of Commercial Lending
National Commercial Lending School
National Graduate School of Compliance
The University of South Dakota
Business
Western Agricultural Banking School
Dennis Cokeley's Union Bank Experience July 2011 - Present
Job AVP Business Systems Analyst at Union Bank
Industry Banking
Experience
Union Bank July 2011 - Present
Union Bank November 2008 - July 2011
Skills
Data Analysis, Analytic Reporting, Database Administration, Microsoft SQL Server, Oracle SQL, Databases, Access, SQL, Business Analysis, Software Documentation, SharePoint, Banking, Business Process, Credit
Education
UCI 2012 — 2013
Oracle DBA certification, Computer and Information Sciences and Support Services
The University of South Dakota 1998 — 2002
Bachelor's, Business Administration
Union Bank July 2011 - Present
Union Bank November 2008 - July 2011
Skills
Data Analysis, Analytic Reporting, Database Administration, Microsoft SQL Server, Oracle SQL, Databases, Access, SQL, Business Analysis, Software Documentation, SharePoint, Banking, Business Process, Credit
Education
UCI 2012 — 2013
Oracle DBA certification, Computer and Information Sciences and Support Services
The University of South Dakota 1998 — 2002
Bachelor's, Business Administration
Bill Stolte's Union Bank Experience May 2000 - December 2008
Job Director at Hanmi Financial Corporation
Industry Financial Services
Experience
Hanmi Financial Corporation April 2009 - Present
Union Bank May 2000 - December 2008
Deloitte & Touche LLP 1995 - 2000
The Secura Group 1992 - 1995
Office of the Comptroller of the Currency June 1968 - March 1992
Skills
Credit, Risk Management, Banking, Enterprise Risk..., Credit Risk, Mortgage, Corporate Governance, Corporate Finance, Compliance, Financial Services, Operational Risk, Financial Risk, Portfolio Management, Capital Markets, AML, Mortgage Lending, Due Diligence
Education
St. Ambrose University 1964 — 1968
BA, Economics
Hanmi Financial Corporation April 2009 - Present
Union Bank May 2000 - December 2008
Deloitte & Touche LLP 1995 - 2000
The Secura Group 1992 - 1995
Office of the Comptroller of the Currency June 1968 - March 1992
Skills
Credit, Risk Management, Banking, Enterprise Risk..., Credit Risk, Mortgage, Corporate Governance, Corporate Finance, Compliance, Financial Services, Operational Risk, Financial Risk, Portfolio Management, Capital Markets, AML, Mortgage Lending, Due Diligence
Education
St. Ambrose University 1964 — 1968
BA, Economics
Richard Hatley's Union Bank Experience March 2014 - Present
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank March 2014 - Present
Hudson Advisors, LLC 2008 - March 2014
The CIT Group 2003 - 2008
Atrium Companies 2000 - 2003
Pricewaterhousecoopers 1997 - 2000
KPMG 1993 - 1997
Skills
Asset Management, Finance, Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investments, Portfolio Management, Capital Markets, Acquisitions, Real Estate Economics, Loans, Acquisition Integration, Turnaround Strategy, Capital Budgeting, Underwriting, International Project..., Business Development, Strategic Planning, Capital Raising
Education
Texas Tech University 1989 — 1993
BA, Accounting
Devine High
Union Bank March 2014 - Present
Hudson Advisors, LLC 2008 - March 2014
The CIT Group 2003 - 2008
Atrium Companies 2000 - 2003
Pricewaterhousecoopers 1997 - 2000
KPMG 1993 - 1997
Skills
Asset Management, Finance, Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investments, Portfolio Management, Capital Markets, Acquisitions, Real Estate Economics, Loans, Acquisition Integration, Turnaround Strategy, Capital Budgeting, Underwriting, International Project..., Business Development, Strategic Planning, Capital Raising
Education
Texas Tech University 1989 — 1993
BA, Accounting
Devine High
Polly He's Union Bank Experience December 2012 - March 2014
Job AVP, Quantitative Finance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Union Bank December 2012 - March 2014
Amazon Web Services August 2011 - November 2012
Georgia Institute of Technology August 2010 - May 2011
Skills
Software Development, Agile Methodologies, Statistical Modeling, Distributed Systems, Hadoop, SAS, Business Intelligence, SQL, R, Data Mining, XML, Predictive Modeling, Data Analysis, Machine Learning, Statistics
Education
Stanford University Graduate School of Business 2005 — 2010
PhD, Business Administration (Operations Research)
University of Cambridge
Master, Applied Mathematics
University of Wisconsin-Madison
MA, Applied Mathematics
Xi'an Jiaotong University
BS, Computational Mathematics
Bank of America March 2014 - Present
Union Bank December 2012 - March 2014
Amazon Web Services August 2011 - November 2012
Georgia Institute of Technology August 2010 - May 2011
Skills
Software Development, Agile Methodologies, Statistical Modeling, Distributed Systems, Hadoop, SAS, Business Intelligence, SQL, R, Data Mining, XML, Predictive Modeling, Data Analysis, Machine Learning, Statistics
Education
Stanford University Graduate School of Business 2005 — 2010
PhD, Business Administration (Operations Research)
University of Cambridge
Master, Applied Mathematics
University of Wisconsin-Madison
MA, Applied Mathematics
Xi'an Jiaotong University
BS, Computational Mathematics
Farouk Yaftali's Union Bank Experience 1994 - 1998
Job Senior Director, Financial & Strategic Business Analysis at Vubiquity
Industry Entertainment
Experience
Vubiquity 2014 - Present
Ingram Micro 2004 - 2014
Deloitte Consulting 2004 - 2004
Strategic Decisions Group (SDG) 2000 - 2003
Merrill Lynch 1999 - 1999
Union Bank 1994 - 1998
Coldwell Banker Real Estate 1992 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Development, Valuation, Business Development, Finance, Strategic Planning, Strategic Financial..., Restructuring, Analysis, Competitive Analysis, Start-ups, Business Strategy, Forecasting
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Strategy, Finance
Pacific Coast Banking School 1997 — 1999
Finance, Economics
The University of Chicago 1988 — 1992
BA
Vubiquity 2014 - Present
Ingram Micro 2004 - 2014
Deloitte Consulting 2004 - 2004
Strategic Decisions Group (SDG) 2000 - 2003
Merrill Lynch 1999 - 1999
Union Bank 1994 - 1998
Coldwell Banker Real Estate 1992 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Development, Valuation, Business Development, Finance, Strategic Planning, Strategic Financial..., Restructuring, Analysis, Competitive Analysis, Start-ups, Business Strategy, Forecasting
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Strategy, Finance
Pacific Coast Banking School 1997 — 1999
Finance, Economics
The University of Chicago 1988 — 1992
BA
Maureen Muck's Union Bank Experience August 1990 - April 1998
Job Administrative Assistant II at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment March 2000 - Present
Sony Pictures Entertainment March 2000 - Present
Notary Public 2004 - 2013
Union Bank August 1990 - April 1998
Skills
Administrative Support, Office Management, Data Entry, Office Administration, Typing, Word, Scheduling, Lotus Notes, PowerPoint, WordPerfect, Excel, Telephone Skills, Invoicing, Fax, Outlook, Event Planning, Internet Research, Calendaring, Billing, Expenses, Concur, Filemaker Pro, Accounts Payable, Confidentiality, Administration, General Office Duties, Time Management, Microsoft Works, Office Equipment, Coordination, Bookkeeping, Customer Service, Microsoft Office, Supervisory Skills, Teamwork, Order Entry
Education
UCLA Empowered 2014 — 2014
Certificate, Project Management, A-
St. Petersburg College 1980 — 1984
Associate's Degree, Business Administration and Management, General, B
Sony Pictures Entertainment March 2000 - Present
Sony Pictures Entertainment March 2000 - Present
Notary Public 2004 - 2013
Union Bank August 1990 - April 1998
Skills
Administrative Support, Office Management, Data Entry, Office Administration, Typing, Word, Scheduling, Lotus Notes, PowerPoint, WordPerfect, Excel, Telephone Skills, Invoicing, Fax, Outlook, Event Planning, Internet Research, Calendaring, Billing, Expenses, Concur, Filemaker Pro, Accounts Payable, Confidentiality, Administration, General Office Duties, Time Management, Microsoft Works, Office Equipment, Coordination, Bookkeeping, Customer Service, Microsoft Office, Supervisory Skills, Teamwork, Order Entry
Education
UCLA Empowered 2014 — 2014
Certificate, Project Management, A-
St. Petersburg College 1980 — 1984
Associate's Degree, Business Administration and Management, General, B
Bryan LaCour's Union Bank Experience July 2007 - Present
Job Senior Vice President, Group Manager at Union Bank
Industry Banking
Experience
Union Bank July 2007 - Present
Comerica Bank July 2000 - July 2007
CBRE January 2000 - July 2000
Education
Stanford University 1994 — 1999
Bachelor of Arts (B.A.), Economics
Union Bank July 2007 - Present
Comerica Bank July 2000 - July 2007
CBRE January 2000 - July 2000
Education
Stanford University 1994 — 1999
Bachelor of Arts (B.A.), Economics
Steven Harker's Union Bank Experience July 1987 - November 1987
Job Senior Vice President/Credit Transition Manager at Amegy Bank
Industry Banking
Experience
Amegy Bank December 2011 - Present
Sterling Bank April 1997 - July 2011
Government Financial Services January 1995 - January 1996
Grant Thornton/Grijalva & Allen January 1993 - January 1994
Northcorp Realty January 1991 - January 1992
MBank/BankOne/Bonnet Resources January 1988 - January 1990
Union Bank July 1987 - November 1987
Western Bank January 1982 - January 1987
Texas Commerce Bank January 1978 - January 1982
Skills
Loans, Commercial Banking, Credit Analysis, Loan Work-outs, Banking, Credit, Credit Unions, Asset Management, Commercial Lending, Lines Of Credit, Loan Servicing, Portfolio Management, Small Business Lending, Commercial Mortgages, SBA, Credit Risk, Mortgage Lending
Education
Texas A&M University
BBA, Finance
Amegy Bank December 2011 - Present
Sterling Bank April 1997 - July 2011
Government Financial Services January 1995 - January 1996
Grant Thornton/Grijalva & Allen January 1993 - January 1994
Northcorp Realty January 1991 - January 1992
MBank/BankOne/Bonnet Resources January 1988 - January 1990
Union Bank July 1987 - November 1987
Western Bank January 1982 - January 1987
Texas Commerce Bank January 1978 - January 1982
Skills
Loans, Commercial Banking, Credit Analysis, Loan Work-outs, Banking, Credit, Credit Unions, Asset Management, Commercial Lending, Lines Of Credit, Loan Servicing, Portfolio Management, Small Business Lending, Commercial Mortgages, SBA, Credit Risk, Mortgage Lending
Education
Texas A&M University
BBA, Finance
Dexter Yuen's Union Bank Experience 1998 - Present
Job SVP Petroleum Engineering Manager at Union Bank
Industry Banking
Experience
Union Bank 1998 - Present
California State Lands Commission 1995 - 1998
Exxon 1975 - 1994
Education
Stanford University 1977 — 1978
Master of Science (MS), Petroleum Engineering
UCLA 1971 — 1975
Bachelor of Science (B.S.), Engineering
Union Bank 1998 - Present
California State Lands Commission 1995 - 1998
Exxon 1975 - 1994
Education
Stanford University 1977 — 1978
Master of Science (MS), Petroleum Engineering
UCLA 1971 — 1975
Bachelor of Science (B.S.), Engineering
Andy Thatcher's Union Bank Experience October 2010 - March 2014
Job
Industry
Experience
Union Bank October 2010 - March 2014
Skills
Banking, Investments, Loans, Management
Education
The College of Wooster 2000 — 2004
Bachelor's Degree, Business/Managerial Economics
Union Bank October 2010 - March 2014
Skills
Banking, Investments, Loans, Management
Education
The College of Wooster 2000 — 2004
Bachelor's Degree, Business/Managerial Economics
Melissa Pitt's Union Bank Experience August 2004 - July 2011
Job Carrier Relations Logistics Analyst at Mansfield Oil Company
Industry Oil & Energy
Experience
Mansfield Oil Company May 2014 - Present
Union Bank August 2004 - July 2011
Skills
Operations Management, Contract Negotiation, Energy, Negotiation, Strategic Planning, Conflict Resolution, Customer Service, Logistics, Management, Team Building, Leadership, New Business Development, Process Improvement, Sales
Education
The University of Georgia
Bachelor's degree, Statistics
Mansfield Oil Company May 2014 - Present
Union Bank August 2004 - July 2011
Skills
Operations Management, Contract Negotiation, Energy, Negotiation, Strategic Planning, Conflict Resolution, Customer Service, Logistics, Management, Team Building, Leadership, New Business Development, Process Improvement, Sales
Education
The University of Georgia
Bachelor's degree, Statistics