Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Employee
Years
Job
Industry
Michael Peiffer Michael Peiffer's Union Bank Experience May 2012 - July 2014
Job Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2014 - Present
Union Bank May 2012 - July 2014
Peiffer Consulting February 2012 - May 2012
JPMorgan Chase April 2010 - January 2012
JPMorgan Chase January 2001 - March 2010
JPMorgan Chase February 1991 - December 2000
JPMorgan Chase December 1988 - January 1991
JPMorgan Chase September 1981 - November 1988
Education
University of Houston 1977 — 1978
MBA
The University of Texas at Austin 1973 — 1977
BBA
Comerica Bank August 2014 - Present
Union Bank May 2012 - July 2014
Peiffer Consulting February 2012 - May 2012
JPMorgan Chase April 2010 - January 2012
JPMorgan Chase January 2001 - March 2010
JPMorgan Chase February 1991 - December 2000
JPMorgan Chase December 1988 - January 1991
JPMorgan Chase September 1981 - November 1988
Education
University of Houston 1977 — 1978
MBA
The University of Texas at Austin 1973 — 1977
BBA
Anny C. Anny C.'s Union Bank Experience October 2012 - December 2013
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Union Bank October 2012 - December 2013
UBS April 2011 - October 2012
Wells Fargo Bank February 2010 - March 2011
Skills
Banking, Financial Services, Leadership, Investments, Portfolio Management
Education
University of California, Berkeley
BA, Economics
Morgan Stanley January 2014 - Present
Union Bank October 2012 - December 2013
UBS April 2011 - October 2012
Wells Fargo Bank February 2010 - March 2011
Skills
Banking, Financial Services, Leadership, Investments, Portfolio Management
Education
University of California, Berkeley
BA, Economics
Jeffrey Stern Jeffrey Stern's Union Bank Experience June 2009 - October 2009
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
PIMCO February 2011 - July 2014
BlackRock August 2010 - February 2011
Union Bank June 2009 - October 2009
US Army June 2004 - August 2007
Skills
Analytics, Portfolio Management, Securities, Marketing, Investments, Financial Risk, Financial Modeling, Analysis, Sales, Valuation
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
J.P. Morgan June 2015 - August 2015
PIMCO February 2011 - July 2014
BlackRock August 2010 - February 2011
Union Bank June 2009 - October 2009
US Army June 2004 - August 2007
Skills
Analytics, Portfolio Management, Securities, Marketing, Investments, Financial Risk, Financial Modeling, Analysis, Sales, Valuation
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
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
Loraine Jayme's Union Bank Experience October 2015 - Present
Job Bank Teller, BA in Sociology and English at University of California, Berkeley
Industry Financial Services
Experience
Union Bank October 2015 - Present
Union Bank December 2011 - October 2015
Cal Hawai'i Club August 2013 - May 2014
Berkeley Undergraduate Sociology Association November 2012 - May 2013
Pilipino Academic Student Services (PASS) September 2012 - November 2012
Six Flags February 2006 - January 2012
Skills
Staff Management, Sales, Recruiting, Client Confidentiality, Interviewing Skills, On the Job Training, Community Outreach, Customer Service, Inventory Control, Leadership, Public Speaking, Event Planning, Social Media, Microsoft Word, Budgets, Finance, Retail Banking, Account Acquisitions, Account Reconciliation, Cash Flow, Communication, Advertising, Marketing, Public Relations, Performing Arts
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Sociology and English
Universitat Autònoma de Barcelona 2013 — 2013
Interculturality, International Migration and the Dialogue of Civilizations Before and After 9/11
Hogan High School 2005 — 2009
Union Bank October 2015 - Present
Union Bank December 2011 - October 2015
Cal Hawai'i Club August 2013 - May 2014
Berkeley Undergraduate Sociology Association November 2012 - May 2013
Pilipino Academic Student Services (PASS) September 2012 - November 2012
Six Flags February 2006 - January 2012
Skills
Staff Management, Sales, Recruiting, Client Confidentiality, Interviewing Skills, On the Job Training, Community Outreach, Customer Service, Inventory Control, Leadership, Public Speaking, Event Planning, Social Media, Microsoft Word, Budgets, Finance, Retail Banking, Account Acquisitions, Account Reconciliation, Cash Flow, Communication, Advertising, Marketing, Public Relations, Performing Arts
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Sociology and English
Universitat Autònoma de Barcelona 2013 — 2013
Interculturality, International Migration and the Dialogue of Civilizations Before and After 9/11
Hogan High School 2005 — 2009
Amandeep Sharma's Union Bank Experience May 2012 - August 2012
Job Sr. Systems Analyst at Cigna
Industry Hospital & Health Care
Experience
Cigna March 2014 - Present
Fidelity Investments November 2013 - March 2014
Verisk Analytics/Argus Information and Advisory Services January 2013 - November 2013
The University of Arizona January 2012 - December 2012
Union Bank May 2012 - August 2012
The University of Arizona September 2011 - December 2011
Skills
Business Intelligence, Data Analysis, SQL, Python 2.7, Database Design, Analytics, Business Analysis, SAS, Web Intelligence, Unix, Analysis, ETL, Visio, Tableau, Microsoft SQL Server, Microsoft Excel, Social Media, Perl, Business Objects, Requirements Gathering, MySQL, SQL Server Management..., Social Media Analysis, Oracle SQL, SQL Server, Google Analytics, Data Profiling, System Requirements, Linear Regression, Technical Documentation, Microsoft Business..., Data Loading
Education
University of Arizona 2011 — 2012
Master's, Management Information Systems
Independent Coursework
Cigna March 2014 - Present
Fidelity Investments November 2013 - March 2014
Verisk Analytics/Argus Information and Advisory Services January 2013 - November 2013
The University of Arizona January 2012 - December 2012
Union Bank May 2012 - August 2012
The University of Arizona September 2011 - December 2011
Skills
Business Intelligence, Data Analysis, SQL, Python 2.7, Database Design, Analytics, Business Analysis, SAS, Web Intelligence, Unix, Analysis, ETL, Visio, Tableau, Microsoft SQL Server, Microsoft Excel, Social Media, Perl, Business Objects, Requirements Gathering, MySQL, SQL Server Management..., Social Media Analysis, Oracle SQL, SQL Server, Google Analytics, Data Profiling, System Requirements, Linear Regression, Technical Documentation, Microsoft Business..., Data Loading
Education
University of Arizona 2011 — 2012
Master's, Management Information Systems
Independent Coursework
Damien Meiburger Damien Meiburger's Union Bank Experience December 1998 - Present
Job Senior Vice President at Union Bank
Industry Banking
Experience
Union Bank December 1998 - Present
Bank One August 1988 - December 1998
James Capel July 1986 - July 1988
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Portfolio Management, Credit Risk, Consumer Lending, Risk Management, Loan Origination, Lines Of Credit, Financial Risk, Underwriting, Cash Management
Education
Thunderbird School of Global Management 1980 — 1981
Masters of International Management, Finance, General
University of Virgina 1974 — 1978
Bachelor of Arts (B.A.), Economics
Union Bank December 1998 - Present
Bank One August 1988 - December 1998
James Capel July 1986 - July 1988
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Portfolio Management, Credit Risk, Consumer Lending, Risk Management, Loan Origination, Lines Of Credit, Financial Risk, Underwriting, Cash Management
Education
Thunderbird School of Global Management 1980 — 1981
Masters of International Management, Finance, General
University of Virgina 1974 — 1978
Bachelor of Arts (B.A.), Economics
Jesus Barragan Jesus Barragan's Union Bank Experience May 2011 - May 2013
Job Business Analyst at Conversant, Inc.
Industry Media Production
Experience
Conversant, Inc. September 2014 - Present
UC Santa Barbara July 2013 - September 2014
Union Bank May 2011 - May 2013
Montecito Bank & Trust April 2010 - October 2010
Skills
Revenue Analysis, Revenue Forecasting, Financial Analysis, Spanish, Account Reconciliation, Microsoft Office, Management, 10 Key, Eviews, Banking, Business Analysis, SQL, Account Management, Data Analysis, Data Warehousing, Digital Media, Financial Forecasting, Salesforce.com, Payroll, Hiring
Education
University of California, Santa Barbara 2005 — 2010
Master's degree, Business/Managerial Economics
Universitat de Barcelona 2008 — 2009
Spanish
Conversant, Inc. September 2014 - Present
UC Santa Barbara July 2013 - September 2014
Union Bank May 2011 - May 2013
Montecito Bank & Trust April 2010 - October 2010
Skills
Revenue Analysis, Revenue Forecasting, Financial Analysis, Spanish, Account Reconciliation, Microsoft Office, Management, 10 Key, Eviews, Banking, Business Analysis, SQL, Account Management, Data Analysis, Data Warehousing, Digital Media, Financial Forecasting, Salesforce.com, Payroll, Hiring
Education
University of California, Santa Barbara 2005 — 2010
Master's degree, Business/Managerial Economics
Universitat de Barcelona 2008 — 2009
Spanish
Jiawei Qi Jiawei Qi's Union Bank Experience March 2011 - August 2013
Job Founder & Chief Data Scientist @ Qi Analytics Consulting, PhD
Industry Information Technology and Services
Experience
Qi Analytics Consulting April 2015 - Present
Preston Ventures November 2014 - Present
Predixion Software, Inc. 2013 - Present
Union Bank March 2011 - August 2013
Farmers Insurance Group October 2008 - March 2011
University of California, Santa Barbara July 2004 - July 2008
Netmite. Inc July 2001 - July 2002
Skills
Big Data Analytics, Statistical Modeling, Predictive Modeling, Analytics, Predictive Analytics, Data Mining, Financial Risk, Analysis, Financial Modeling, SAS, Business Intelligence, R, Basel II, Operational Risk, Operational Risk..., VBA, Internal Audit, Insurance, Quantitative Finance, Fixed Income, ICAAP, Data Analysis, Management, Big Data, Data Warehousing, SQL, Machine Learning
Education
University of California, Santa Barbara 2002 — 2008
Ph.D, Applied Mathematics
Tsinghua University 1997 — 2001
BS, Applied Mathematics
Yuying Elementary School
Qi Analytics Consulting April 2015 - Present
Preston Ventures November 2014 - Present
Predixion Software, Inc. 2013 - Present
Union Bank March 2011 - August 2013
Farmers Insurance Group October 2008 - March 2011
University of California, Santa Barbara July 2004 - July 2008
Netmite. Inc July 2001 - July 2002
Skills
Big Data Analytics, Statistical Modeling, Predictive Modeling, Analytics, Predictive Analytics, Data Mining, Financial Risk, Analysis, Financial Modeling, SAS, Business Intelligence, R, Basel II, Operational Risk, Operational Risk..., VBA, Internal Audit, Insurance, Quantitative Finance, Fixed Income, ICAAP, Data Analysis, Management, Big Data, Data Warehousing, SQL, Machine Learning
Education
University of California, Santa Barbara 2002 — 2008
Ph.D, Applied Mathematics
Tsinghua University 1997 — 2001
BS, Applied Mathematics
Yuying Elementary School
Pier (Robinson) Mercado's Union Bank Experience August 2014 - Present
Job Mortgage Loan Coordinator at Envoy Mortgage
Industry Financial Services
Experience
Envoy Mortgage March 2015 - Present
Union Bank August 2014 - Present
Stella & Dot April 2013 - Present
AimLoan.com September 2011 - September 2013
HD Supply October 2010 - September 2011
Wyomissing Financial Group May 2006 - May 2010
First Energy Electric Company May 2000 - May 2010
Skills
Microsoft Office, Encompass360, Mortgage Bot, CRM, SAP, Adobe Creative Suite, Customer Service, Close Attention to..., Goal Oriented, Organized Multi-tasker, Data Analysis, Data Entry, Loan Origination, Time Management, Receptionist Duties, Personal Training, People-oriented, Hardwork, Eagerness to Learn, Motivated self-starter, Loans, Teamwork, Advertising, Banking, Microsoft Excel, Sales, Social Networking, Leadership, PowerPoint, Mortgage Lending, Credit, Social Media, Microsoft Word
Education
University of The Arts 2000 — 2004
Bachelors of Fine Arts, Graphic Design
Muhlenberg Senior High 1996 — 2000
Diploma
Envoy Mortgage March 2015 - Present
Union Bank August 2014 - Present
Stella & Dot April 2013 - Present
AimLoan.com September 2011 - September 2013
HD Supply October 2010 - September 2011
Wyomissing Financial Group May 2006 - May 2010
First Energy Electric Company May 2000 - May 2010
Skills
Microsoft Office, Encompass360, Mortgage Bot, CRM, SAP, Adobe Creative Suite, Customer Service, Close Attention to..., Goal Oriented, Organized Multi-tasker, Data Analysis, Data Entry, Loan Origination, Time Management, Receptionist Duties, Personal Training, People-oriented, Hardwork, Eagerness to Learn, Motivated self-starter, Loans, Teamwork, Advertising, Banking, Microsoft Excel, Sales, Social Networking, Leadership, PowerPoint, Mortgage Lending, Credit, Social Media, Microsoft Word
Education
University of The Arts 2000 — 2004
Bachelors of Fine Arts, Graphic Design
Muhlenberg Senior High 1996 — 2000
Diploma
Nathaniel Drake Nathaniel Drake's Union Bank Experience May 2013 - August 2013
Job 2015 Memphis Corps Member at Teach For America
Industry Primary/Secondary Education
Experience
Teach For America June 2015 - Present
Scholar Academies July 2015 - September 2015
The University of Arizona August 2012 - December 2014
Visa May 2014 - August 2014
District Office of Congressman Ron Barber January 2014 - May 2014
Arizona Daily Wildcat August 2013 - December 2013
National Institute for Civil Discourse August 2013 - December 2013
Union Bank May 2013 - August 2013
Pima County Bar Association January 2013 - May 2013
Arizona Daily Wildcat January 2013 - May 2013
Skills
Public Speaking, Time Management, WordPress, Taleo, Social Media Outreach, Text Editing, Writing, Marketing Communications, Microsoft Excel, Communication, Team Leadership, Interpersonal..., SEO, Web Design, Microsoft Word, PowerPoint, Prezi, AP Style, Sourcing, Social Networking, Interviews
Education
University of Arizona 2011 — 2015
Bachelor of Arts (BA), Political Science, Communication
Ironwood High School 2007 — 2011
Graduated; International Baccalaureate Diploma
Teach For America June 2015 - Present
Scholar Academies July 2015 - September 2015
The University of Arizona August 2012 - December 2014
Visa May 2014 - August 2014
District Office of Congressman Ron Barber January 2014 - May 2014
Arizona Daily Wildcat August 2013 - December 2013
National Institute for Civil Discourse August 2013 - December 2013
Union Bank May 2013 - August 2013
Pima County Bar Association January 2013 - May 2013
Arizona Daily Wildcat January 2013 - May 2013
Skills
Public Speaking, Time Management, WordPress, Taleo, Social Media Outreach, Text Editing, Writing, Marketing Communications, Microsoft Excel, Communication, Team Leadership, Interpersonal..., SEO, Web Design, Microsoft Word, PowerPoint, Prezi, AP Style, Sourcing, Social Networking, Interviews
Education
University of Arizona 2011 — 2015
Bachelor of Arts (BA), Political Science, Communication
Ironwood High School 2007 — 2011
Graduated; International Baccalaureate Diploma
Jenny Moreau, MBA, LIA Jenny Moreau, MBA, LIA's Union Bank Experience 1991 - 1995
Job Product Manager at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente July 2015 - Present
State Farm September 2012 - May 2015
State Farm July 2003 - June 2007
AAA of Northern California, Nevada, & Utah Insurance Exchange 1997 - August 2001
AAA Northern California, Nevada & Utah Insurance Exchange 1995 - 1997
Union Bank 1991 - 1995
First Interstate Bank 1989 - 1991
First Interstate Bank 1987 - 1989
Skills
Marketing, Product Management, Product Marketing, Property & Casualty..., Product Development, Business Planning, Cross-functional Team..., Analytics, Insurance, Banking, Product Design, Market Research, Direct Marketing, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Retail Banking, Analytical Skills, Customer Service, Program Management, Communication, Strategy, Lead Generation
Education
UCLA Anderson School of Management 1992 — 1994
Master of Business Administration (MBA)
UC Davis
Bachelor of Arts (BA), Economics
Kaiser Permanente July 2015 - Present
State Farm September 2012 - May 2015
State Farm July 2003 - June 2007
AAA of Northern California, Nevada, & Utah Insurance Exchange 1997 - August 2001
AAA Northern California, Nevada & Utah Insurance Exchange 1995 - 1997
Union Bank 1991 - 1995
First Interstate Bank 1989 - 1991
First Interstate Bank 1987 - 1989
Skills
Marketing, Product Management, Product Marketing, Property & Casualty..., Product Development, Business Planning, Cross-functional Team..., Analytics, Insurance, Banking, Product Design, Market Research, Direct Marketing, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Retail Banking, Analytical Skills, Customer Service, Program Management, Communication, Strategy, Lead Generation
Education
UCLA Anderson School of Management 1992 — 1994
Master of Business Administration (MBA)
UC Davis
Bachelor of Arts (BA), Economics
Becky Brogdon Becky Brogdon's Union Bank Experience March 1998 - October 2000
Job Personal Trainer
Industry Professional Training & Coaching
Experience
Self-employed Master Trainer24 Hour FitnessJune 2011 - Present
Union Bank March 1998 - October 2000
Glendale Federal May 1991 - January 1998
Skills
Personal Training, Fitness, Fitness Training, Investments, Strength Training, Cardio, Functional Training, Exercise Physiology, Operant Conditioning, Sports Nutrition, Weight Training, Circuit Training
Education
University of Arkansas at Little Rock
Self-employed Master Trainer24 Hour FitnessJune 2011 - Present
Union Bank March 1998 - October 2000
Glendale Federal May 1991 - January 1998
Skills
Personal Training, Fitness, Fitness Training, Investments, Strength Training, Cardio, Functional Training, Exercise Physiology, Operant Conditioning, Sports Nutrition, Weight Training, Circuit Training
Education
University of Arkansas at Little Rock
Haley Chen Haley Chen's Union Bank Experience May 2013 - August 2013
Job Software Engineer at Zenefits
Industry Computer Software
Experience
Optimizely May 2014 - August 2014
Union Bank May 2013 - August 2013
Berkeley Investment Group January 2012 - May 2013
Tilden Capital May 2012 - August 2012
Future Business Leaders of America (FBLA) May 2010 - May 2011
Stanford Genome Technology Center June 2010 - August 2010
Skills
HTML, CSS, Java, Python, Objective-C, JavaScript, Git, Public Speaking
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Electrical Engineering and Computer Science (EECS)
Haas School of Business, UC Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Optimizely May 2014 - August 2014
Union Bank May 2013 - August 2013
Berkeley Investment Group January 2012 - May 2013
Tilden Capital May 2012 - August 2012
Future Business Leaders of America (FBLA) May 2010 - May 2011
Stanford Genome Technology Center June 2010 - August 2010
Skills
HTML, CSS, Java, Python, Objective-C, JavaScript, Git, Public Speaking
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Electrical Engineering and Computer Science (EECS)
Haas School of Business, UC Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
David Josephson's Union Bank Experience September 1973 - December 1985
Job Managing Director at ExportImport Bank of the United States
Industry International Trade and Development
Experience
Export-Import Bank of the United States October 2000 - Present
Grupo ARBI S.A. June 1988 - December 1997
Union Bank September 1973 - December 1985
Standard Chartered Bank 1979 - 1981
Skills
International Trade, Trade Finance, Business Strategy, Strategic Planning, Business Development, Emerging Markets, New Business Development, Management Consulting, Credit Insurance, Investments, Risk Management, Due Diligence, International Relations, Banking, Export
Education
Thunderbird School of Global Management 1969 — 1971
MA, International Management
United States Naval Academy 1962 — 1966
BS, Naval Science
Export-Import Bank of the United States October 2000 - Present
Grupo ARBI S.A. June 1988 - December 1997
Union Bank September 1973 - December 1985
Standard Chartered Bank 1979 - 1981
Skills
International Trade, Trade Finance, Business Strategy, Strategic Planning, Business Development, Emerging Markets, New Business Development, Management Consulting, Credit Insurance, Investments, Risk Management, Due Diligence, International Relations, Banking, Export
Education
Thunderbird School of Global Management 1969 — 1971
MA, International Management
United States Naval Academy 1962 — 1966
BS, Naval Science
Susan Putnam Susan Putnam's Union Bank Experience 2008 - 2011
Job Senior Marketing Professional
Industry Financial Services
Experience
Charles Schwab 2011 - 2015
Union Bank 2008 - 2011
UnionBanc Investment Services 2005 - 2008
Franklin Templeton Investments 1995 - 2005
Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy
Education
University of California, Berkeley
Management & Leadership Certification
University of California, Berkeley
Marketing Certification
University of California, Davis
B.S., College of Agricultural and Environmental Sciences
Charles Schwab 2011 - 2015
Union Bank 2008 - 2011
UnionBanc Investment Services 2005 - 2008
Franklin Templeton Investments 1995 - 2005
Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy
Education
University of California, Berkeley
Management & Leadership Certification
University of California, Berkeley
Marketing Certification
University of California, Davis
B.S., College of Agricultural and Environmental Sciences
Daniel Granville Daniel Granville's Union Bank Experience April 2011 - October 2012
Job Vice President, Lead Software Engineer at Union Bank
Industry Banking
Experience
MUFG Americas October 2012 - November 2014
Union Bank April 2011 - October 2012
Union Bank November 2009 - April 2011
Union Bank of California July 2005 - September 2008
Union Bank of California October 2002 - April 2004
Carsdirect.com November 1999 - August 2002
University of California, Berkeley November 1998 - October 1999
Skills
Enterprise Architecture, Enterprise Software, Solaris, Websphere, Software Project..., Software Development, Risk Management, SharePoint
Education
University of California, Berkeley 1994 — 1998
MUFG Americas October 2012 - November 2014
Union Bank April 2011 - October 2012
Union Bank November 2009 - April 2011
Union Bank of California July 2005 - September 2008
Union Bank of California October 2002 - April 2004
Carsdirect.com November 1999 - August 2002
University of California, Berkeley November 1998 - October 1999
Skills
Enterprise Architecture, Enterprise Software, Solaris, Websphere, Software Project..., Software Development, Risk Management, SharePoint
Education
University of California, Berkeley 1994 — 1998
Chris Nelle Chris Nelle's Union Bank Experience April 1999 - Present
Job Senior Vice President Union Bank
Industry Banking
Experience
Union Bank April 1999 - Present
Skills
High Net Worth..., Small Business Lending, Financial Services, Management, Financial Advisory, Investments, Commercial Banking, Private Banking, Banking, Strategic Financial..., Equities, Asset Management, Commercial Mortgages, Commercial Lending, Retirement, Treasury Management, Private Equity, Wealth Management, Mortgage Lending, Credit, Wealth Management..., Mergers & Acquisitions, Portfolio Management, Relationship Management, 401k, Fixed Income, Securities, Insurance
Education
University of California, Berkeley 1970 — 1974
BS/, Business Administration
Union Bank April 1999 - Present
Skills
High Net Worth..., Small Business Lending, Financial Services, Management, Financial Advisory, Investments, Commercial Banking, Private Banking, Banking, Strategic Financial..., Equities, Asset Management, Commercial Mortgages, Commercial Lending, Retirement, Treasury Management, Private Equity, Wealth Management, Mortgage Lending, Credit, Wealth Management..., Mergers & Acquisitions, Portfolio Management, Relationship Management, 401k, Fixed Income, Securities, Insurance
Education
University of California, Berkeley 1970 — 1974
BS/, Business Administration
Jamal Robertson's Union Bank Experience March 2011 - April 2012
Job Senior Sales Recruiter at F5 Networks
Industry Computer Networking
Experience
F5 Networks January 2015 - Present
Alaska Airlines June 2014 - December 2014
Amazon December 2013 - June 2014
Expedia October 2012 - November 2013
TargetCW May 2012 - October 2012
Union Bank March 2011 - April 2012
Wells Fargo co May 2009 - April 2011
Washington Mutual January 2007 - January 2009
World Vision January 2005 - December 2006
Zones 2003 - 2004
Skills
Employee Benefits, Screening, Payroll, Executive Search, Applicant Tracking..., Onboarding, Taleo, Talent Acquisition, Internet Recruiting, Technical Recruiting, Benefits Negotiation, Recruiting, College Recruiting, Talent Management, Employee Relations, Human Resources, Training, Interviews, Management, Program Management, Leadership, Sourcing, Team Building, Coaching, HRIS, Temporary Placement
Education
University of Alabama 1992 — 1996
Bachelor of Arts (B.A.), English Literature (British and Commonwealth), 3.25
University of Alabama
F5 Networks January 2015 - Present
Alaska Airlines June 2014 - December 2014
Amazon December 2013 - June 2014
Expedia October 2012 - November 2013
TargetCW May 2012 - October 2012
Union Bank March 2011 - April 2012
Wells Fargo co May 2009 - April 2011
Washington Mutual January 2007 - January 2009
World Vision January 2005 - December 2006
Zones 2003 - 2004
Skills
Employee Benefits, Screening, Payroll, Executive Search, Applicant Tracking..., Onboarding, Taleo, Talent Acquisition, Internet Recruiting, Technical Recruiting, Benefits Negotiation, Recruiting, College Recruiting, Talent Management, Employee Relations, Human Resources, Training, Interviews, Management, Program Management, Leadership, Sourcing, Team Building, Coaching, HRIS, Temporary Placement
Education
University of Alabama 1992 — 1996
Bachelor of Arts (B.A.), English Literature (British and Commonwealth), 3.25
University of Alabama
Richard Katzberg Richard Katzberg's Union Bank Experience September 2005 - October 2006
Job Commercial Real Estate Loan Officer at Union Bank
Industry Banking
Experience
MUFG Union Bank, N.A. October 2006 - Present
Bank of Tokyo-Mitsubishi UFJ August 2010 - March 2011
Union Bank September 2005 - October 2006
Coca-Cola Enterprises June 2004 - August 2004
Skills
Microsoft Office Suite,..., Loans, Business Development, Banking, Finance, Mergers & Acquisitions, Credit, Credit Risk, Real Estate, Financial Modeling, Financial Analysis, Commercial Real Estate, Investments, Loan Origination, Project Finance
Education
USC Price School of Public Policy 2012 — 2014
Master of Real Estate Development, Real Estate Development
USC Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, General
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance, General
MUFG Union Bank, N.A. October 2006 - Present
Bank of Tokyo-Mitsubishi UFJ August 2010 - March 2011
Union Bank September 2005 - October 2006
Coca-Cola Enterprises June 2004 - August 2004
Skills
Microsoft Office Suite,..., Loans, Business Development, Banking, Finance, Mergers & Acquisitions, Credit, Credit Risk, Real Estate, Financial Modeling, Financial Analysis, Commercial Real Estate, Investments, Loan Origination, Project Finance
Education
USC Price School of Public Policy 2012 — 2014
Master of Real Estate Development, Real Estate Development
USC Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, General
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Janet Weston Janet Weston's Union Bank Experience May 2012 - November 2012
Job SENIOR MANAGER, CORPORATE FINANCIAL PLANNING & ANALYSIS
Industry Financial Services
Experience
PIR Capital LLC December 2012 - Present
Union Bank May 2012 - November 2012
WesCorp / WesBridge August 2004 - March 2012
Washington Mutual July 2003 - June 2004
Washington Mutual April 2002 - July 2003
New Millennium Technology, Inc. June 1999 - February 2002
Oracle (formerly Treasury Services) December 1994 - June 1999
Home Savings of America June 1984 - December 1994
Mobil Oil Corporation July 1983 - June 1984
UCLA Health System June 1980 - July 1983
Skills
Budgeting, Profitability, Financial Planning, Financial Modeling, Analysis, Strategic Planning, Forecasting, Team Building, Process Improvement, Project Management, Self Starter, Coaching, Performance Management, Creativity, Relationship Building, Presentation Skills, Excel, Word, PowerPoint, Strategic Financial..., Microsoft Word, Presentations, Management, Profit, Capital Budgeting, Microsoft Excel, Mergers, Budgets, Strategy, Financial Reporting, Financial Analysis, Business Analysis, Cross-functional Team..., Project Planning, Banking, Finance, Risk Management, Financial Services, Corporate Finance, Leadership, Accounting, Business Intelligence, Managerial Finance, Executive Management, Analytics, Business Process..., Change Management, Vendor Management, Access, Mergers
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Masters of Business Administration, Finance
University of California - School of Nursing, Los Angeles 1976 — 1980
BS Nursing, Nursing
PIR Capital LLC December 2012 - Present
Union Bank May 2012 - November 2012
WesCorp / WesBridge August 2004 - March 2012
Washington Mutual July 2003 - June 2004
Washington Mutual April 2002 - July 2003
New Millennium Technology, Inc. June 1999 - February 2002
Oracle (formerly Treasury Services) December 1994 - June 1999
Home Savings of America June 1984 - December 1994
Mobil Oil Corporation July 1983 - June 1984
UCLA Health System June 1980 - July 1983
Skills
Budgeting, Profitability, Financial Planning, Financial Modeling, Analysis, Strategic Planning, Forecasting, Team Building, Process Improvement, Project Management, Self Starter, Coaching, Performance Management, Creativity, Relationship Building, Presentation Skills, Excel, Word, PowerPoint, Strategic Financial..., Microsoft Word, Presentations, Management, Profit, Capital Budgeting, Microsoft Excel, Mergers, Budgets, Strategy, Financial Reporting, Financial Analysis, Business Analysis, Cross-functional Team..., Project Planning, Banking, Finance, Risk Management, Financial Services, Corporate Finance, Leadership, Accounting, Business Intelligence, Managerial Finance, Executive Management, Analytics, Business Process..., Change Management, Vendor Management, Access, Mergers
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Masters of Business Administration, Finance
University of California - School of Nursing, Los Angeles 1976 — 1980
BS Nursing, Nursing
William Pardo William Pardo's Union Bank Experience January 1999 - December 2009
Job Owner at Pardo Home Rentals
Industry Real Estate
Experience
Union Bank January 1999 - December 2009
Skills
Investments, Investment Properties, Asset Managment, Asset Management, Single Family Homes, Real Estate Transactions, Selling, Real Estate, Banking, New Business Development, Sales, Foreclosures, Investors, Residential Homes, Short Sales, REO, Condos, Loans, Mortgage Lending, Portfolio Management
Education
Union College 1978 — 1982
BA, Economics/English Literature
Union Bank January 1999 - December 2009
Skills
Investments, Investment Properties, Asset Managment, Asset Management, Single Family Homes, Real Estate Transactions, Selling, Real Estate, Banking, New Business Development, Sales, Foreclosures, Investors, Residential Homes, Short Sales, REO, Condos, Loans, Mortgage Lending, Portfolio Management
Education
Union College 1978 — 1982
BA, Economics/English Literature
Lee Gamlin | TBird Lee Gamlin | TBird's Union Bank Experience May 2012 - March 2014
Job Assistant Brand Manager Beauty Care at Henkel
Industry Marketing and Advertising
Experience
Henkel April 2014 - Present
Union Bank May 2012 - March 2014
Nelson Davis Wetzstein LLP July 2007 - August 2011
International Creative Management April 2006 - July 2007
Miner, Barnhill & Galland September 2004 - March 2006
Skills
Brand Management, Global Brand Development, Research, Mandarin, Quantitative Analytics, International Business, Marketing, Market Research, Digital Marketing, Marketing Research, Marketing Strategy, Data Analysis, Financial Analysis, Management, Strategic Planning, Budgets, Competitive Analysis, Strategy, Valuation, Team Leadership
Education
Thunderbird School of Global Management 2011 — 2013
MBA, Global Marketing
The University of Chicago 2000 — 2004
BA, Political Science
Henkel April 2014 - Present
Union Bank May 2012 - March 2014
Nelson Davis Wetzstein LLP July 2007 - August 2011
International Creative Management April 2006 - July 2007
Miner, Barnhill & Galland September 2004 - March 2006
Skills
Brand Management, Global Brand Development, Research, Mandarin, Quantitative Analytics, International Business, Marketing, Market Research, Digital Marketing, Marketing Research, Marketing Strategy, Data Analysis, Financial Analysis, Management, Strategic Planning, Budgets, Competitive Analysis, Strategy, Valuation, Team Leadership
Education
Thunderbird School of Global Management 2011 — 2013
MBA, Global Marketing
The University of Chicago 2000 — 2004
BA, Political Science
Chuck Leo Chuck Leo's Union Bank Experience January 1970 - December 1980
Job Principal, Employment Compliance Doctors, LLC; Adjunct Professor of Management, Pepperdine University.
Industry Human Resources
Experience
Compliance Doctors, LLC: Assessing and Mitigating Employer Liability Risks January 2009 - Present
Pepperdine University, Graziadio School of Business & Management January 1985 - Present
Simple Green January 1995 - January 2003
Leo & Associates Management Consulting January 1983 - December 1995
Broadway Dept. Stores January 1980 - January 1983
Union Bank January 1970 - December 1980
Skills
Management Development, Organizational..., Leadership Development, Change Management, Human Resources, Team Building, Personnel Management, Employment Law, Program Management, Strategic Planning, Deferred Compensation, Management, Employee Training, Leadership, Coaching, Policy, Performance Management, Public Speaking, Employee Relations, Business Strategy, Management Consulting, Training, Government, Consulting, Executive Coaching, Staff Development, Strategy, Recruiting, Employee Benefits, Organizational..., Succession Planning, Talent Management, Conflict Resolution, Organizational Design, Career Counseling, Career Development, Workshop Facilitation, Mergers & Acquisitions, Culture Change, Executive Development, Employee Engagement, Organizational Behavior, Performance Improvement, Executive Management, Interviews
Education
UCLA Anderson School of Management
Ph.D., Organizational Psychology/Applied Behavioral Science
University of California at Berkeley
Ph.D. & MBA Degrees, Organizational Psych.; Economics; Human Resources Mgmt.; B.S.Degree, U.C. Berkeley
Van Nuys High School
Compliance Doctors, LLC: Assessing and Mitigating Employer Liability Risks January 2009 - Present
Pepperdine University, Graziadio School of Business & Management January 1985 - Present
Simple Green January 1995 - January 2003
Leo & Associates Management Consulting January 1983 - December 1995
Broadway Dept. Stores January 1980 - January 1983
Union Bank January 1970 - December 1980
Skills
Management Development, Organizational..., Leadership Development, Change Management, Human Resources, Team Building, Personnel Management, Employment Law, Program Management, Strategic Planning, Deferred Compensation, Management, Employee Training, Leadership, Coaching, Policy, Performance Management, Public Speaking, Employee Relations, Business Strategy, Management Consulting, Training, Government, Consulting, Executive Coaching, Staff Development, Strategy, Recruiting, Employee Benefits, Organizational..., Succession Planning, Talent Management, Conflict Resolution, Organizational Design, Career Counseling, Career Development, Workshop Facilitation, Mergers & Acquisitions, Culture Change, Executive Development, Employee Engagement, Organizational Behavior, Performance Improvement, Executive Management, Interviews
Education
UCLA Anderson School of Management
Ph.D., Organizational Psychology/Applied Behavioral Science
University of California at Berkeley
Ph.D. & MBA Degrees, Organizational Psych.; Economics; Human Resources Mgmt.; B.S.Degree, U.C. Berkeley
Van Nuys High School
Jean Grasso Jean Grasso's Union Bank Experience March 2013 - Present
Job Senior Vice President / Western Market Manager at Union Bank
Industry Capital Markets
Experience
Union Bank March 2013 - Present
Wells Fargo Capital Finance 1999 - March 2013
Education
UCLA Anderson School of Management 1996 — 1999
MBA
UCLA 1989 — 1993
BA, Economics
Union Bank March 2013 - Present
Wells Fargo Capital Finance 1999 - March 2013
Education
UCLA Anderson School of Management 1996 — 1999
MBA
UCLA 1989 — 1993
BA, Economics
Anna Bagdasarian Anna Bagdasarian's Union Bank Experience 1991 - 2007
Job Commercial Banking Team Lead at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 2007 - Present
Union Bank 1991 - 2007
Education
UCLA Anderson School of Management
MBA, Business Finance
University of California, Berkeley
BA, Liberal Arts
California Bank & Trust 2007 - Present
Union Bank 1991 - 2007
Education
UCLA Anderson School of Management
MBA, Business Finance
University of California, Berkeley
BA, Liberal Arts
Marvin Zepeda Marvin Zepeda's Union Bank Experience 1989 - 2006
Job VIce President Citibank N.A
Industry Financial Services
Experience
CITIBANK LOS ANGELES May 2013 - Present
Comerica Bank July 2008 - July 2012
Citi National Bank April 2007 - May 2008
Union Bank 1989 - 2006
Skills
Small Business Lending, Commercial Lending, Compliance, Commercial Banking, Loans, Customer Service, Consumer Lending, Banking, Retail Banking, Sales Management, Credit
Education
Universidad de Costa Rica 1974 — 1978
Bachelors, Social Science
CITIBANK LOS ANGELES May 2013 - Present
Comerica Bank July 2008 - July 2012
Citi National Bank April 2007 - May 2008
Union Bank 1989 - 2006
Skills
Small Business Lending, Commercial Lending, Compliance, Commercial Banking, Loans, Customer Service, Consumer Lending, Banking, Retail Banking, Sales Management, Credit
Education
Universidad de Costa Rica 1974 — 1978
Bachelors, Social Science
Jeff LaRue Jeff LaRue's Union Bank Experience June 2010 - Present
Job Credit Associate at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
Jones Lang LaSalle June 2009 - July 2009
Maynard's Market and Kitchen December 2008 - May 2009
The Staubach Company May 2008 - July 2008
The Fish Market Restaurant June 2006 - August 2006
Hilb Rogal and Hobbs Insurance September 2005 - January 2006
Education
University of Arizona, Eller College of Management 2006 — 2010
BS, Finance
Torrey Pines High School
University of Arizona
Bachelor of Science, Business Administration; Finance
Union Bank June 2010 - Present
Jones Lang LaSalle June 2009 - July 2009
Maynard's Market and Kitchen December 2008 - May 2009
The Staubach Company May 2008 - July 2008
The Fish Market Restaurant June 2006 - August 2006
Hilb Rogal and Hobbs Insurance September 2005 - January 2006
Education
University of Arizona, Eller College of Management 2006 — 2010
BS, Finance
Torrey Pines High School
University of Arizona
Bachelor of Science, Business Administration; Finance
Leu Mengarelli Leu Mengarelli's Union Bank Experience 2007 - Present
Job
Industry Banking
Experience
Union Bank 2007 - Present
Skills
Banking, AML, Risk Management, Business Analysis, SDLC, Data Analysis, Financial Risk, Commercial Banking, Due Diligence, Analytics, Process Improvement, Analysis
Education
University of California, San Diego 1979 — 1981
BA
United States Naval Academy 1977 — 1979
Union Bank 2007 - Present
Skills
Banking, AML, Risk Management, Business Analysis, SDLC, Data Analysis, Financial Risk, Commercial Banking, Due Diligence, Analytics, Process Improvement, Analysis
Education
University of California, San Diego 1979 — 1981
BA
United States Naval Academy 1977 — 1979
Marti Blair Marti Blair's Union Bank Experience August 1993 - April 2003
Job Kiln Fired Glass Artist at Marti Blair Art
Industry Fine Art
Experience
Marti Blair Art August 2013 - Present
San Diego Wealth Management January 2013 - December 2013
Blair Financial Services 2003 - February 2013
Union Bank August 1993 - April 2003
HFSB/GNASecurities 1987 - 1993
Skills
Glass Art, Art Galleries, Educator, Art, Museums, Art Exhibitions, Art History, Drawing, Fine Art, Management, Visual Arts, Contemporary Art, Glass, Sculpture, Public Speaking, Painting, Photography, Art Education, Investments, Teaching, Retirement Planning, Small Business, Strategic Planning, Art Gallery
Education
University of Alabama 1970 — 1974
Bachelor of Arts, English, Art
Marti Blair Art August 2013 - Present
San Diego Wealth Management January 2013 - December 2013
Blair Financial Services 2003 - February 2013
Union Bank August 1993 - April 2003
HFSB/GNASecurities 1987 - 1993
Skills
Glass Art, Art Galleries, Educator, Art, Museums, Art Exhibitions, Art History, Drawing, Fine Art, Management, Visual Arts, Contemporary Art, Glass, Sculpture, Public Speaking, Painting, Photography, Art Education, Investments, Teaching, Retirement Planning, Small Business, Strategic Planning, Art Gallery
Education
University of Alabama 1970 — 1974
Bachelor of Arts, English, Art
Ifesinachi Ugwuonye Ifesinachi Ugwuonye's Union Bank Experience November 2001 - January 2004
Job Sr. Mortgage Lending Consultant at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Citibank February 2005 - November 2012
Wells Fargo Home Mortgage January 2004 - February 2005
Union Bank November 2001 - January 2004
Skills
Strategic Planning, Financial Modeling, Risk Management, Series 7, Series 63, Financial Analysis, Public Speaking, Change Management, Coaching, Loan Origination, Securities, Budgets, Research, Microsoft Excel, Team Building, PowerPoint, Customer Service, Business Analysis, Vendor Management, Financial Reporting, Mortgage Lending, Loans
Education
Trinity Law School 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Organizational Leadership
Université catholique de Lille 1994 — 1996
Master of Arts (MA), International Business/Trade/Commerce
University of Port Harcourt 1989 — 1994
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Bank of America November 2012 - Present
Citibank February 2005 - November 2012
Wells Fargo Home Mortgage January 2004 - February 2005
Union Bank November 2001 - January 2004
Skills
Strategic Planning, Financial Modeling, Risk Management, Series 7, Series 63, Financial Analysis, Public Speaking, Change Management, Coaching, Loan Origination, Securities, Budgets, Research, Microsoft Excel, Team Building, PowerPoint, Customer Service, Business Analysis, Vendor Management, Financial Reporting, Mortgage Lending, Loans
Education
Trinity Law School 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Organizational Leadership
Université catholique de Lille 1994 — 1996
Master of Arts (MA), International Business/Trade/Commerce
University of Port Harcourt 1989 — 1994
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Christopher Del Moral-Niles, CFA Christopher Del Moral-Niles, CFA's Union Bank Experience May 2003 - August 2006
Job Chief Financial Officer, Associated BancCorp
Industry Banking
Experience
Associated Bank July 2010 - Present
First American Financial Corporation August 2006 - July 2010
Union Bank May 2003 - August 2006
Lehman Brothers May 1999 - May 2003
Merrill Lynch 1993 - 1999
Donaldson, Lufkin & Jenrette January 1990 - February 1991
Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
MBA, UCLA-NUS Global Executive Program
Institute of Chartered Financial Analysts 1993 — 1995
CFA, Investments & Finance
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Associated Bank July 2010 - Present
First American Financial Corporation August 2006 - July 2010
Union Bank May 2003 - August 2006
Lehman Brothers May 1999 - May 2003
Merrill Lynch 1993 - 1999
Donaldson, Lufkin & Jenrette January 1990 - February 1991
Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
MBA, UCLA-NUS Global Executive Program
Institute of Chartered Financial Analysts 1993 — 1995
CFA, Investments & Finance
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Cristina Edwards Cristina Edwards's Union Bank Experience June 2006 - July 2009
Job International Affairs Professional
Industry International Affairs
Experience
Puerto Valparaiso July 2009 - July 2010
Union Bank June 2006 - July 2009
Education
San Diego State University
Bachelor of Arts; s, International Business; Management, Marketing and Finance
Universidad de Valparaíso
Bachelor of Arts, International Business; Spanish
Puerto Valparaiso July 2009 - July 2010
Union Bank June 2006 - July 2009
Education
San Diego State University
Bachelor of Arts; s, International Business; Management, Marketing and Finance
Universidad de Valparaíso
Bachelor of Arts, International Business; Spanish
Elizabeth (Gallagher) Karbousky's Union Bank Experience August 2010 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
Corporate Valuation Specialists, Inc. November 2009 - August 2010
Union Bank of California August 2005 - July 2008
Skills
Financial Analysis, Presentations, Client Management, Risk Management, Relationship Management, Business Analysis, CRM, Project Management, Finance, Management, Leadership, Strategy, Banking, Corporate Finance, Marketing, Forecasting, Portfolio Management, Competitive Analysis, Credit Analysis, Commercial Banking
Education
Trinity College, Dublin 2008 — 2009
MBA, Business Administration and Management, General
University of California, Davis 2001 — 2005
B.S., Managerial Economics
Union Bank August 2010 - Present
Corporate Valuation Specialists, Inc. November 2009 - August 2010
Union Bank of California August 2005 - July 2008
Skills
Financial Analysis, Presentations, Client Management, Risk Management, Relationship Management, Business Analysis, CRM, Project Management, Finance, Management, Leadership, Strategy, Banking, Corporate Finance, Marketing, Forecasting, Portfolio Management, Competitive Analysis, Credit Analysis, Commercial Banking
Education
Trinity College, Dublin 2008 — 2009
MBA, Business Administration and Management, General
University of California, Davis 2001 — 2005
B.S., Managerial Economics
Thomas Harp Thomas Harp's Union Bank Experience January 2013 - June 2014
Job Senior Vice President at U.S. Bank
Industry Real Estate
Experience
U.S. Bank June 2014 - Present
Union Bank January 2013 - June 2014
Union Bank April 2009 - December 2012
Harp Ostroy Mitchell Structures Inc. May 2006 - August 2010
Buchanan Street Partners June 2004 - May 2006
Fremont Investment and Loan July 2002 - June 2004
Pacific Urban Residential December 2000 - October 2001
Skills
Investments, Finance, Consulting, Real Estate Economics, Valuation, Disposition, Asset Managment, Real Estate, Due Diligence, Real Estate Development, Financial Modeling, Private Equity, Financial Analysis, Real Estate Financing, Portfolio Management, Structured Finance, Loans, Underwriting, Loan Origination, CMBS, Financial Structuring, Real Estate Transactions, Equities, Restructuring, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Srategic Mgmt & Entrepreneurship
University of California, Berkeley 1987 — 1991
BA
Beverly Hills High School 1983 — 1987
U.S. Bank June 2014 - Present
Union Bank January 2013 - June 2014
Union Bank April 2009 - December 2012
Harp Ostroy Mitchell Structures Inc. May 2006 - August 2010
Buchanan Street Partners June 2004 - May 2006
Fremont Investment and Loan July 2002 - June 2004
Pacific Urban Residential December 2000 - October 2001
Skills
Investments, Finance, Consulting, Real Estate Economics, Valuation, Disposition, Asset Managment, Real Estate, Due Diligence, Real Estate Development, Financial Modeling, Private Equity, Financial Analysis, Real Estate Financing, Portfolio Management, Structured Finance, Loans, Underwriting, Loan Origination, CMBS, Financial Structuring, Real Estate Transactions, Equities, Restructuring, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Srategic Mgmt & Entrepreneurship
University of California, Berkeley 1987 — 1991
BA
Beverly Hills High School 1983 — 1987
Glenn Hoey Glenn Hoey's Union Bank Experience June 1976 - August 1978
Job Investor
Industry Financial Services
Experience
Security Investing Group, LLC September 2011 - September 2012
Merrill Lynch 1996 - 2009
The Printing Center January 1984 - December 1995
Wells Fargo Bank September 1978 - December 1983
Union Bank June 1976 - August 1978
Skills
Entrepreneurship, Investment Strategies, Execution Management, Wealth, Risk, Start-ups, Sales Management, Wealth Management, Banking, Small Business, Business Management, Asset Allocation, Credit, Capital Markets, Investments, Portfolio Management, Investment Advisory, Management, Risk Management, Series 7, Private Equity, Emerging Markets, Wealth Management...
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Finance
University of California, San Diego 1969 — 1974
BA, Biology and Chinese Studies
Security Investing Group, LLC September 2011 - September 2012
Merrill Lynch 1996 - 2009
The Printing Center January 1984 - December 1995
Wells Fargo Bank September 1978 - December 1983
Union Bank June 1976 - August 1978
Skills
Entrepreneurship, Investment Strategies, Execution Management, Wealth, Risk, Start-ups, Sales Management, Wealth Management, Banking, Small Business, Business Management, Asset Allocation, Credit, Capital Markets, Investments, Portfolio Management, Investment Advisory, Management, Risk Management, Series 7, Private Equity, Emerging Markets, Wealth Management...
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Finance
University of California, San Diego 1969 — 1974
BA, Biology and Chinese Studies
Branka Soraic Branka Soraic's Union Bank Experience August 2012 - Present
Job Vice President, CCAR Regulatory Reporting Manager at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
Union Bank April 2011 - August 2012
Union Bank 2010 - 2011
Deloitte & Touche 2000 - 2010
Skills
Financial Analysis, Auditing, Due Diligence, Financial Modeling, Internal Controls, Accounting, Financial Reporting, IFRS, Corporate Finance, Sarbanes-Oxley Act
Education
CPA - Certified Public Accountant
Univerzitet u Beogradu
BA, Banking, Finance & Insurance
Union Bank August 2012 - Present
Union Bank April 2011 - August 2012
Union Bank 2010 - 2011
Deloitte & Touche 2000 - 2010
Skills
Financial Analysis, Auditing, Due Diligence, Financial Modeling, Internal Controls, Accounting, Financial Reporting, IFRS, Corporate Finance, Sarbanes-Oxley Act
Education
CPA - Certified Public Accountant
Univerzitet u Beogradu
BA, Banking, Finance & Insurance
Arif Budiman Arif Budiman's Union Bank Experience December 2008 - Present
Job Software Developer
Industry Internet
Experience
Union Bank December 2008 - Present
MySpace July 2004 - December 2008
Deluxe Media Management May 2001 - June 2004
OnlineLearning.net June 2000 - May 2001
Aon Risk Services July 1999 - August 1999
Skills
Web Development, HTML, CSS, JavaScript, C#, .NET, jQuery, SQL, PHP, ColdFusion, VBScript, Scrum, Google Search Appliance, Google Maps, Apache, Agile Methodologies, Database Administration, Windows, Web Services, Microsoft SQL Server, Java, Software Development, Databases, ASP.NET, Photography
Education
University of Pittsburgh 1998 — 2000
MS-MIS, Management of Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Finance
1989 — 1994
BA, Finance & Economics
Union Bank December 2008 - Present
MySpace July 2004 - December 2008
Deluxe Media Management May 2001 - June 2004
OnlineLearning.net June 2000 - May 2001
Aon Risk Services July 1999 - August 1999
Skills
Web Development, HTML, CSS, JavaScript, C#, .NET, jQuery, SQL, PHP, ColdFusion, VBScript, Scrum, Google Search Appliance, Google Maps, Apache, Agile Methodologies, Database Administration, Windows, Web Services, Microsoft SQL Server, Java, Software Development, Databases, ASP.NET, Photography
Education
University of Pittsburgh 1998 — 2000
MS-MIS, Management of Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Finance
1989 — 1994
BA, Finance & Economics
Bette Hiramatsu Bette Hiramatsu's Union Bank Experience 1977 - 1985
Job Turnaround and Restructuring Consultant
Industry Management Consulting
Experience
Hiramatsu & Associates 1991 - Present
Chemical Bank (Los Angeles) 1985 - 1987
Union Bank 1977 - 1985
Skills
Increasing Revenues, Restructuring, Debt, Financial Analysis, Root Cause Analysis, Cash Flow Forecasting, Operations Review, Lease Renegotiation, Business Valuation, Commercial Banking, Operations Management, Due Diligence, Management Consulting, Working Capital..., Loans, Business Planning, Auditing, Cash Management, Venture Capital, Funding, Valuation, Credit Analysis, Managerial Finance, Banking, Process Improvement, Debt Restructuring, Leveraged Finance, Business Development, Commercial Lending, SEC filings, Corporate Finance, Turn Around Management, Financial Reporting, Leases, Credit, Financial Modeling, Portfolio Management, M&A experience, Executive Management, Acquisition Integration, Asset Based Lending, Private Equity, Finance, Financial Structuring, Mergers & Acquisitions, Structured Finance, Commercial Finance, Factoring, Private Placements, Divestitures
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA
University of Southern California-Marshall School of Business Adminstration 1973 — 1977
B.S., Business Adminstration
Hiramatsu & Associates 1991 - Present
Chemical Bank (Los Angeles) 1985 - 1987
Union Bank 1977 - 1985
Skills
Increasing Revenues, Restructuring, Debt, Financial Analysis, Root Cause Analysis, Cash Flow Forecasting, Operations Review, Lease Renegotiation, Business Valuation, Commercial Banking, Operations Management, Due Diligence, Management Consulting, Working Capital..., Loans, Business Planning, Auditing, Cash Management, Venture Capital, Funding, Valuation, Credit Analysis, Managerial Finance, Banking, Process Improvement, Debt Restructuring, Leveraged Finance, Business Development, Commercial Lending, SEC filings, Corporate Finance, Turn Around Management, Financial Reporting, Leases, Credit, Financial Modeling, Portfolio Management, M&A experience, Executive Management, Acquisition Integration, Asset Based Lending, Private Equity, Finance, Financial Structuring, Mergers & Acquisitions, Structured Finance, Commercial Finance, Factoring, Private Placements, Divestitures
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA
University of Southern California-Marshall School of Business Adminstration 1973 — 1977
B.S., Business Adminstration
Jim Fothergill Jim Fothergill's Union Bank Experience 1988 - 2002
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank September 2004 - Present
HSBC Trade Bank 2002 - 2002
Union Bank 1988 - 2002
Skills
Credit, Banking, Small Business Lending, Risk Management, Financial Services, Loans, Relationship Management, Financial Analysis, Investments, Wealth Management, Commercial Lending, Commercial Banking, Portfolio Management, Finance, Credit Analysis, Investment Management, Credit Risk, Capital Markets, Financial Risk, Treasury Management, Financial Modeling, Private Banking, Strategic Planning
Education
University of Southern California 1986 — 1988
MBA, Finance
United States Naval Academy 1976 — 1979
Bachelor of Science (B.S.), Management
City National Bank September 2004 - Present
HSBC Trade Bank 2002 - 2002
Union Bank 1988 - 2002
Skills
Credit, Banking, Small Business Lending, Risk Management, Financial Services, Loans, Relationship Management, Financial Analysis, Investments, Wealth Management, Commercial Lending, Commercial Banking, Portfolio Management, Finance, Credit Analysis, Investment Management, Credit Risk, Capital Markets, Financial Risk, Treasury Management, Financial Modeling, Private Banking, Strategic Planning
Education
University of Southern California 1986 — 1988
MBA, Finance
United States Naval Academy 1976 — 1979
Bachelor of Science (B.S.), Management
Lourdes Lopez-Roche's Union Bank Experience November 2012 - Present
Job Business Process Manager at Cisco Systems Inc.
Industry Computer & Network Security
Experience
Union Bank November 2012 - Present
Cisco Systems Inc. April 2008 - October 2012
Gap Inc. 1999 - 2008
Deloitte & Touche 1998 - 1999
O'Brien Kreitzberg 1994 - 1997
Education
University of California, Berkeley
BA, Sociology
Union Bank November 2012 - Present
Cisco Systems Inc. April 2008 - October 2012
Gap Inc. 1999 - 2008
Deloitte & Touche 1998 - 1999
O'Brien Kreitzberg 1994 - 1997
Education
University of California, Berkeley
BA, Sociology
Ritu Arora Thakur Ritu Arora Thakur's Union Bank Experience December 2009 - June 2010
Job Practice Director and Owner
Industry Information Technology and Services
Experience
Smart Tech Inc. October 2006 - Present
Fortune 500 Risk Analytics and Measurement Firm June 2014 - January 2015
Fortune 500 Mortgage Lender September 2013 - May 2014
American India Foundation 2013 - 2013
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - December 2012
VMware December 2010 - December 2011
Bank of the West June 2010 - December 2010
Union Bank December 2009 - June 2010
Washington Mutual Inc. August 2007 - December 2008
Iconixx November 1999 - September 2006
Skills
Vendor Selection, Project Planning, Requirements Analysis, Process Engineering, Change Management, SDLC, Project Delivery, Sales Compensation, Customer Service, MS Project, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, Project Estimation, Incentives, IT Project..., Manage client..., Varicent, Callidus, Relationship Management, Integration, Enterprise Software, System Testing, Strategy, Requirements Gathering, Program Management, Project Management, Software Documentation, Business Intelligence, Business Process, Business Analysis, Consulting, Management
Education
University of Houston, C.T. Bauer College of Business 1995 — 1997
MBA
Madhya Pradesh University - Jabalpur 1991 — 1993
MA
University of Calcutta 1988 — 1991
BA
Smart Tech Inc. October 2006 - Present
Fortune 500 Risk Analytics and Measurement Firm June 2014 - January 2015
Fortune 500 Mortgage Lender September 2013 - May 2014
American India Foundation 2013 - 2013
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - December 2012
VMware December 2010 - December 2011
Bank of the West June 2010 - December 2010
Union Bank December 2009 - June 2010
Washington Mutual Inc. August 2007 - December 2008
Iconixx November 1999 - September 2006
Skills
Vendor Selection, Project Planning, Requirements Analysis, Process Engineering, Change Management, SDLC, Project Delivery, Sales Compensation, Customer Service, MS Project, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, Project Estimation, Incentives, IT Project..., Manage client..., Varicent, Callidus, Relationship Management, Integration, Enterprise Software, System Testing, Strategy, Requirements Gathering, Program Management, Project Management, Software Documentation, Business Intelligence, Business Process, Business Analysis, Consulting, Management
Education
University of Houston, C.T. Bauer College of Business 1995 — 1997
MBA
Madhya Pradesh University - Jabalpur 1991 — 1993
MA
University of Calcutta 1988 — 1991
BA
Christine Rapoza's Union Bank Experience 1980 - December 2010
Job Author, Reiki Practioner
Industry Writing and Editing
Experience
Retired January 2011 - Present
Union Bank 1980 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Editing, Social Media, Leadership, Microsoft Excel, Published Author, Marketing, Management
Education
United States International University 1993 — 1999
Doctor of Psychology, Psychology
National University
Doctor of Psychology, Counseling Psychology
Retired January 2011 - Present
Union Bank 1980 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Editing, Social Media, Leadership, Microsoft Excel, Published Author, Marketing, Management
Education
United States International University 1993 — 1999
Doctor of Psychology, Psychology
National University
Doctor of Psychology, Counseling Psychology
Michael Vasto Michael Vasto's Union Bank Experience March 2014 - July 2015
Job Credit Ratings Associate at Standard & Poor's
Industry Banking
Experience
Standard & Poor's July 2015 - Present
Union Bank March 2014 - July 2015
Union Bank December 2010 - February 2014
Union Bank, N.A. August 2008 - December 2010
Union Bank, N.A. October 2006 - August 2008
Jules & Associates, Inc July 2006 - August 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Credit, Loans, Banking, Credit Risk, Financial Analysis, Relationship Management
Education
UC Berkeley 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Economics
Standard & Poor's July 2015 - Present
Union Bank March 2014 - July 2015
Union Bank December 2010 - February 2014
Union Bank, N.A. August 2008 - December 2010
Union Bank, N.A. October 2006 - August 2008
Jules & Associates, Inc July 2006 - August 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Credit, Loans, Banking, Credit Risk, Financial Analysis, Relationship Management
Education
UC Berkeley 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Economics
Kelli Carle's Union Bank Experience November 2013 - Present
Job Managing Director Consumer Lending Operations Training and Onboarding
Industry Banking
Experience
Union Bank November 2013 - Present
Union Bank November 2011 - Present
Bank of America July 2001 - November 2011
Countrywide Home Loans 2001 - 2010
Skills
Financial Analysis, Mortgage Lending, Management, Credit Analysis, Loans, Process Improvement, Banking, Underwriting, Credit, Consumer Lending, Change Management, Team Building, Risk Management, Operations Management, Relationship Management, Credit Risk, Mortgage Banking
Education
University of Arizona
Sociology/History
New Trier East 1969 — 1973
Union Bank November 2013 - Present
Union Bank November 2011 - Present
Bank of America July 2001 - November 2011
Countrywide Home Loans 2001 - 2010
Skills
Financial Analysis, Mortgage Lending, Management, Credit Analysis, Loans, Process Improvement, Banking, Underwriting, Credit, Consumer Lending, Change Management, Team Building, Risk Management, Operations Management, Relationship Management, Credit Risk, Mortgage Banking
Education
University of Arizona
Sociology/History
New Trier East 1969 — 1973
Judy Bamberger Judy Bamberger's Union Bank Experience 1983 - 1986
Job Encore Fellows Program Manager at Social Venture Partners Los Angeles
Industry Financial Services
Experience
Social Venture Partners Los Angeles June 2015 - Present
Aon September 2011 - August 2012
Marsh 1997 - 2011
First Interstate Bank (acquired by Wells Fargo) 1994 - 1996
First Professional Bank (acquired) 1992 - 1993
Wells Fargo 1986 - 1992
Union Bank 1983 - 1986
Skills
Business Development, Strategy, Management, Insurance, Risk Management, Leadership, CRM, Brokers, Commercial Insurance, Professional Liability, Banking, New Business Development, Risk Financing, Mergers, Talent Management, D&O, Mergers & Acquisitions, Finance, Underwriting, Financial Analysis
Education
UCLA Anderson School of Management
MBA
University of California, Berkeley
BA
Social Venture Partners Los Angeles June 2015 - Present
Aon September 2011 - August 2012
Marsh 1997 - 2011
First Interstate Bank (acquired by Wells Fargo) 1994 - 1996
First Professional Bank (acquired) 1992 - 1993
Wells Fargo 1986 - 1992
Union Bank 1983 - 1986
Skills
Business Development, Strategy, Management, Insurance, Risk Management, Leadership, CRM, Brokers, Commercial Insurance, Professional Liability, Banking, New Business Development, Risk Financing, Mergers, Talent Management, D&O, Mergers & Acquisitions, Finance, Underwriting, Financial Analysis
Education
UCLA Anderson School of Management
MBA
University of California, Berkeley
BA
Lauren Luerding Lauren Luerding's Union Bank Experience May 2008 - June 2012
Job at
Industry Banking
Experience
Commerce Bank July 2014 - Present
Commerce Bank September 2013 - July 2014
Commerce Bank August 2012 - September 2013
Arvest Bank June 2012 - August 2012
Union Bank May 2008 - June 2012
Arvest Bank 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Argo, EZ Teller, Phoenix, Customer Management, Customer Service, Reports, CBS, Loans, Risk Management, Accounting, Financial Analysis, Auditing, Loan Servicing, Financial Services, Fundraising, Mortgage Lending, Finance, Account Reconciliation, Commercial Lending, Banking, Credit, Small Business Lending, Cash Management, Deposits, Payments, Credit Analysis, Consumer Lending, Commercial Banking, Retail Banking, Portfolio Management, Credit Risk
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor's degree, Business Administration and Management, General, Senior
Truman State University 2009 — 2011
Health Services/Allied Health/Health Sciences, General
William Jewell College 2007 — 2009
Biology Major
Commerce Bank July 2014 - Present
Commerce Bank September 2013 - July 2014
Commerce Bank August 2012 - September 2013
Arvest Bank June 2012 - August 2012
Union Bank May 2008 - June 2012
Arvest Bank 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Argo, EZ Teller, Phoenix, Customer Management, Customer Service, Reports, CBS, Loans, Risk Management, Accounting, Financial Analysis, Auditing, Loan Servicing, Financial Services, Fundraising, Mortgage Lending, Finance, Account Reconciliation, Commercial Lending, Banking, Credit, Small Business Lending, Cash Management, Deposits, Payments, Credit Analysis, Consumer Lending, Commercial Banking, Retail Banking, Portfolio Management, Credit Risk
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor's degree, Business Administration and Management, General, Senior
Truman State University 2009 — 2011
Health Services/Allied Health/Health Sciences, General
William Jewell College 2007 — 2009
Biology Major
Junling (Julie) Ji Junling (Julie) Ji's Union Bank Experience March 2012 - June 2014
Job VP Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Union Bank March 2012 - June 2014
HSBC August 2010 - March 2012
DuPont June 2009 - May 2010
University of Delaware January 2009 - May 2009
University of Delaware August 2006 - December 2008
Skills
R, Predictive Modeling, Statistical Modeling, SAS, Data Mining, Quantitative Analytics, Predictive Analytics, Risk Management, Credit Risk, VBA
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (M.B.A.)
University of Delaware 2008 — 2010
MS, Statistics
University of Delaware 2006 — 2009
MS, Environmental Sciences
Wells Fargo June 2014 - Present
Union Bank March 2012 - June 2014
HSBC August 2010 - March 2012
DuPont June 2009 - May 2010
University of Delaware January 2009 - May 2009
University of Delaware August 2006 - December 2008
Skills
R, Predictive Modeling, Statistical Modeling, SAS, Data Mining, Quantitative Analytics, Predictive Analytics, Risk Management, Credit Risk, VBA
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (M.B.A.)
University of Delaware 2008 — 2010
MS, Statistics
University of Delaware 2006 — 2009
MS, Environmental Sciences
Patty Long Patty Long's Union Bank Experience May 2015 - August 2015
Job Student at UC Berkeley
Industry
Experience
Union Bank May 2015 - August 2015
The 1947 Partition Archive March 2014 - September 2014
GearLaunch June 2014 - August 2014
California Association of Student Councils (CASC) January 2013 - January 2014
Gold River Racquet Club March 2013 - July 2013
Skills
Research, Teaching, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Photoshop, Budgets, Financial Analysis, Program Management, Analysis, Social Media, Leadership, Fundraising
Education
University of California, Berkeley 2013 — 2017
Union Bank May 2015 - August 2015
The 1947 Partition Archive March 2014 - September 2014
GearLaunch June 2014 - August 2014
California Association of Student Councils (CASC) January 2013 - January 2014
Gold River Racquet Club March 2013 - July 2013
Skills
Research, Teaching, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Photoshop, Budgets, Financial Analysis, Program Management, Analysis, Social Media, Leadership, Fundraising
Education
University of California, Berkeley 2013 — 2017
Randall Hegarty Randall Hegarty's Union Bank Experience May 2012 - September 2014
Job Chief Compliance Officer at RS Investments
Industry Investment Management
Experience
RS Investments September 2014 - Present
Union Bank May 2012 - September 2014
BlackRock May 2005 - May 2012
Bingham McCutchen LLP October 2001 - April 2005
Education
University of California, Los Angeles - School of Law 1998 — 2001
Juris Doctor (J.D.)
University of Arizona 1992 — 1996
Bachelor's Degree, Political Science; Sociology
RS Investments September 2014 - Present
Union Bank May 2012 - September 2014
BlackRock May 2005 - May 2012
Bingham McCutchen LLP October 2001 - April 2005
Education
University of California, Los Angeles - School of Law 1998 — 2001
Juris Doctor (J.D.)
University of Arizona 1992 — 1996
Bachelor's Degree, Political Science; Sociology
Ana B. Horn Ana B. Horn's Union Bank Experience April 2012 - November 2012
Job Jr. Loan Processor at Banc of California DBA Banc Home Loans
Industry Real Estate
Experience
Banc of California DBA Banc Home Loans June 2015 - Present
Ellie Mae September 2014 - May 2015
Volt Staffing/Umpqua Bank July 2014 - September 2014
Mt. Diablo Adult Education Center - Concord, CA May 2014 - June 2014
HomeStreet Bank September 2013 - November 2013
Pacific Union Financial, LLC November 2012 - June 2013
Union Bank April 2012 - November 2012
Accountemps/MetLife Home Loans August 2011 - February 2012
Office Team/Wells Fargo Bank May 2011 - July 2011
RPM Mortgage Inc June 2010 - January 2011
Skills
Spanish, Excel, Credit, Data Entry, Translation, Computer Operations, PowerPoint, Word, Microsoft Office, Loans, Outlook, Mortgage, English, Lotus Notes, Windows, FHA, Spreadsheets, Customer Relations, Mortgage Lending, Policy Analysis, Telephone Skills, Customer Service, Administration, Problem Solving, Teamwork, Administrative Support, Compliance, Credit Analysis, Microsoft Excel, Loan Servicing, Real Estate, Mortgage Underwriting, Refinance, VA loans, FHA financing, Underwriting, Mortgage Banking, Loan Origination, Software Documentation, Residential Mortgages, Banking, Investment Properties
Education
Computer Learning Center 1989 — 1990
Vocational Certificate, Computers Operations
Universidad Centroamericana, Managua 1975 — 1979
Bachelor of Science, Science of Communication
Banc of California DBA Banc Home Loans June 2015 - Present
Ellie Mae September 2014 - May 2015
Volt Staffing/Umpqua Bank July 2014 - September 2014
Mt. Diablo Adult Education Center - Concord, CA May 2014 - June 2014
HomeStreet Bank September 2013 - November 2013
Pacific Union Financial, LLC November 2012 - June 2013
Union Bank April 2012 - November 2012
Accountemps/MetLife Home Loans August 2011 - February 2012
Office Team/Wells Fargo Bank May 2011 - July 2011
RPM Mortgage Inc June 2010 - January 2011
Skills
Spanish, Excel, Credit, Data Entry, Translation, Computer Operations, PowerPoint, Word, Microsoft Office, Loans, Outlook, Mortgage, English, Lotus Notes, Windows, FHA, Spreadsheets, Customer Relations, Mortgage Lending, Policy Analysis, Telephone Skills, Customer Service, Administration, Problem Solving, Teamwork, Administrative Support, Compliance, Credit Analysis, Microsoft Excel, Loan Servicing, Real Estate, Mortgage Underwriting, Refinance, VA loans, FHA financing, Underwriting, Mortgage Banking, Loan Origination, Software Documentation, Residential Mortgages, Banking, Investment Properties
Education
Computer Learning Center 1989 — 1990
Vocational Certificate, Computers Operations
Universidad Centroamericana, Managua 1975 — 1979
Bachelor of Science, Science of Communication
Tiffany Marshall's Union Bank Experience June 2013 - Present
Job Sr. Trust Officer at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
Wells Fargo October 2008 - May 2013
Merrill Lynch September 2007 - October 2008
Merrill Lynch August 2006 - September 2007
Skills
Asset Allocation, Asset Management, Estate Planning, Finance, Investments, Portfolio Management, Retirement Planning, Wealth Management, High Net Worth..., Securities, Wealth Management...
Education
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.)
Union Bank June 2013 - Present
Wells Fargo October 2008 - May 2013
Merrill Lynch September 2007 - October 2008
Merrill Lynch August 2006 - September 2007
Skills
Asset Allocation, Asset Management, Estate Planning, Finance, Investments, Portfolio Management, Retirement Planning, Wealth Management, High Net Worth..., Securities, Wealth Management...
Education
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.)
Bryce Riddle's Union Bank Experience June 2010 - August 2011
Job Judicial Law Clerk at Hennepin County District Court
Industry Legal Services
Experience
Hennepin County District Court January 2015 - Present
U.S. District Court for the District of Minnesota January 2014 - May 2014
RBC May 2013 - August 2013
Wilson Elser May 2012 - August 2012
Union Bank June 2010 - August 2011
Steve Poizner for Governor 2010 January 2010 - June 2010
WESPAC Financial Advisors, LLC August 2009 - December 2009
Deloitte & Touche LLP June 2008 - August 2008
Skills
Analysis, Research, Data Analysis, Legal Research, Legal Writing, Microsoft Office, Policy, Customer Service, PowerPoint, Legal Issues, Microsoft Excel
Education
University of Minnesota Law School 2011 — 2014
Doctor of Law (J.D.)
University of California, Berkeley 2006 — 2010
Bachelor of Arts (B.A.), Economics, Minor in Public Policy Analysis
Hennepin County District Court January 2015 - Present
U.S. District Court for the District of Minnesota January 2014 - May 2014
RBC May 2013 - August 2013
Wilson Elser May 2012 - August 2012
Union Bank June 2010 - August 2011
Steve Poizner for Governor 2010 January 2010 - June 2010
WESPAC Financial Advisors, LLC August 2009 - December 2009
Deloitte & Touche LLP June 2008 - August 2008
Skills
Analysis, Research, Data Analysis, Legal Research, Legal Writing, Microsoft Office, Policy, Customer Service, PowerPoint, Legal Issues, Microsoft Excel
Education
University of Minnesota Law School 2011 — 2014
Doctor of Law (J.D.)
University of California, Berkeley 2006 — 2010
Bachelor of Arts (B.A.), Economics, Minor in Public Policy Analysis
Keith Fukui Keith Fukui's Union Bank Experience May 2010 - August 2010
Job Vice President, Finance and Controller at Progreso Financiero
Industry Financial Services
Experience
Progreso Financiero April 2012 - Present
Sea Crest School 2011 - 2015
Union Bank May 2010 - August 2010
United Commercial Bank September 2009 - November 2009
Washington Mutual Card Services September 2002 - March 2009
Providian Financial 2002 - 2005
PG&E Gas Transmission, Texas 1997 - 1999
PG&E 1993 - 1997
Arthur Andersen & Co 1978 - 1988
Education
University of California, Berkeley 1976 — 1978
B.S., Business
Progreso Financiero April 2012 - Present
Sea Crest School 2011 - 2015
Union Bank May 2010 - August 2010
United Commercial Bank September 2009 - November 2009
Washington Mutual Card Services September 2002 - March 2009
Providian Financial 2002 - 2005
PG&E Gas Transmission, Texas 1997 - 1999
PG&E 1993 - 1997
Arthur Andersen & Co 1978 - 1988
Education
University of California, Berkeley 1976 — 1978
B.S., Business
Eduardo Salazar Eduardo Salazar's Union Bank Experience April 2003 - May 2008
Job Web Developer
Industry Computer Software
Experience
Dot & Bo November 2014 - Present
Self March 2014 - Present
IDEO.org June 2014 - November 2014
Calypso Technology April 2012 - March 2014
Dittit.com June 2011 - June 2012
Calypso Technology March 2010 - June 2011
Great Pacific Securities June 2009 - August 2009
Interbank June 2008 - August 2008
Union Bank April 2003 - May 2008
Skills
Fixed Income, Derivatives, Calypso, Strategy, Product Management, Financial Modeling, FX Options, Capital Markets, Trading Systems, Options, Entrepreneurship, Start-ups, Business Analysis, CSS3, Investment Banking, Portfolio Management, Trading, Valuation, Equity Derivatives, Back Office, jQuery, Financial Markets, Ruby on Rails, Interest Rate..., JavaScript, Risk Management, CSS, Web Development, SQL, Git, Agile Methodologies, HTML, Software Development, E-commerce
Education
University of California, Berkeley 2007 — 2009
BA, Applied Mathematics
University of California, Berkeley
Bachelor of Arts, Applied Mathematics
Dot & Bo November 2014 - Present
Self March 2014 - Present
IDEO.org June 2014 - November 2014
Calypso Technology April 2012 - March 2014
Dittit.com June 2011 - June 2012
Calypso Technology March 2010 - June 2011
Great Pacific Securities June 2009 - August 2009
Interbank June 2008 - August 2008
Union Bank April 2003 - May 2008
Skills
Fixed Income, Derivatives, Calypso, Strategy, Product Management, Financial Modeling, FX Options, Capital Markets, Trading Systems, Options, Entrepreneurship, Start-ups, Business Analysis, CSS3, Investment Banking, Portfolio Management, Trading, Valuation, Equity Derivatives, Back Office, jQuery, Financial Markets, Ruby on Rails, Interest Rate..., JavaScript, Risk Management, CSS, Web Development, SQL, Git, Agile Methodologies, HTML, Software Development, E-commerce
Education
University of California, Berkeley 2007 — 2009
BA, Applied Mathematics
University of California, Berkeley
Bachelor of Arts, Applied Mathematics
Katie Klebe Katie Klebe's Union Bank Experience May 2012 - August 2012
Job HRSD Associate at Towers Watson
Industry Human Resources
Experience
Towers Watson June 2014 - Present
Education Technology Services, UC Berkeley May 2013 - June 2014
Education Technology Services, UC Berkeley May 2012 - May 2013
Union Bank May 2012 - August 2012
Education Technology Services, UC Berkeley November 2010 - May 2012
Skills
Recruiting, Social Media, Research, Microsoft Office, Management, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Data Analysis, Market Research, Fundraising, Strategic Planning
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Towers Watson June 2014 - Present
Education Technology Services, UC Berkeley May 2013 - June 2014
Education Technology Services, UC Berkeley May 2012 - May 2013
Union Bank May 2012 - August 2012
Education Technology Services, UC Berkeley November 2010 - May 2012
Skills
Recruiting, Social Media, Research, Microsoft Office, Management, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Data Analysis, Market Research, Fundraising, Strategic Planning
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Diane Ting Diane Ting's Union Bank Experience 2010 - 2014
Job Analytical Marketer
Industry Marketing and Advertising
Experience
Bullpen Capital 2014 - Present
Union Bank 2010 - 2014
JPMorgan Chase (Washington Mutual Card Services) 2007 - 2009
Macy's Home Store 2004 - 2006
Barnes & Noble College Booksellers 2002 - 2004
Skills
Direct Marketing, Digital Marketing, Project Management, Marketing Strategy, Management, Research, Leadership, Analytical Reasoning, Cross-functional Team..., Google Analytics, Social Media, Sales, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Finance, Entrepreneurship
University of Michigan
BA, Organizational Studies
Tenafly High School
University of California, Berkeley 2012 — 2013
UC Berkeley Extension, Email and Online Marketing, Marketing Analytics, and Search Engine Marketing
Bullpen Capital 2014 - Present
Union Bank 2010 - 2014
JPMorgan Chase (Washington Mutual Card Services) 2007 - 2009
Macy's Home Store 2004 - 2006
Barnes & Noble College Booksellers 2002 - 2004
Skills
Direct Marketing, Digital Marketing, Project Management, Marketing Strategy, Management, Research, Leadership, Analytical Reasoning, Cross-functional Team..., Google Analytics, Social Media, Sales, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Finance, Entrepreneurship
University of Michigan
BA, Organizational Studies
Tenafly High School
University of California, Berkeley 2012 — 2013
UC Berkeley Extension, Email and Online Marketing, Marketing Analytics, and Search Engine Marketing
Chris Pon Chris Pon's Union Bank Experience 2007 - 2008
Job TBD
Industry Financial Services
Experience
Monroe Personnel Service LLC and Temptime March 2015 - Present
Merrill Edge November 2012 - August 2014
Charles Schwab July 2011 - November 2012
Rayner & Haynor Investment Counselors June 2008 - May 2011
Union Bank 2007 - 2008
UC Berkeley 2004 - 2007
Skills
Series 7, Series 63, Series 65, Investments, Banking, Credit, Analysis, Portfolio Management, Investment Advisory, Microsoft Excel, Axys, Bloomberg Terminal, Sales Operations, Public Speaking, Series 30, Series 31, Spreadsheets, 401(k) / 403(b), Rollover / Roth /..., Health Savings Accounts, College Savings Plans, Financial Services, Mutual Funds, Wealth Management, FINRA, Sales, Finance, Securities, Retirement Planning, Asset Allocation, Bloomberg, ETFs, Strategic Financial..., Investment Management
Education
University of California, Berkeley 2001 — 2004
BA
Monroe Personnel Service LLC and Temptime March 2015 - Present
Merrill Edge November 2012 - August 2014
Charles Schwab July 2011 - November 2012
Rayner & Haynor Investment Counselors June 2008 - May 2011
Union Bank 2007 - 2008
UC Berkeley 2004 - 2007
Skills
Series 7, Series 63, Series 65, Investments, Banking, Credit, Analysis, Portfolio Management, Investment Advisory, Microsoft Excel, Axys, Bloomberg Terminal, Sales Operations, Public Speaking, Series 30, Series 31, Spreadsheets, 401(k) / 403(b), Rollover / Roth /..., Health Savings Accounts, College Savings Plans, Financial Services, Mutual Funds, Wealth Management, FINRA, Sales, Finance, Securities, Retirement Planning, Asset Allocation, Bloomberg, ETFs, Strategic Financial..., Investment Management
Education
University of California, Berkeley 2001 — 2004
BA
Kathleen Brown Kathleen Brown's Union Bank Experience 1984 - 1994
Job
Industry International Trade and Development
Experience
Tyee Baskets November 2005 - January 2012
Kathleen Brown 1996 - 2008
Union Bank 1984 - 1994
Education
Thunderbird School of Global Management 1983 — 1984
Master of Business Administration (MBA), International Finance
University of Puget Sound 1978 — 1981
Bachelor of Arts (B.A.), Economics and English Literature
Tyee Baskets November 2005 - January 2012
Kathleen Brown 1996 - 2008
Union Bank 1984 - 1994
Education
Thunderbird School of Global Management 1983 — 1984
Master of Business Administration (MBA), International Finance
University of Puget Sound 1978 — 1981
Bachelor of Arts (B.A.), Economics and English Literature
Elaine McMaster Elaine McMaster's Union Bank Experience March 2013 - December 2013
Job Project Manager at Union Bank
Industry Computer Software
Experience
Union Bank March 2013 - December 2013
Union Bank October 2012 - January 2013
USTS February 2011 - May 2011
Startel 2006 - 2008
Experian 2006 - 2006
Pacificare (Keane) 2004 - 2006
Toyota 1999 - 2004
PMI Delta Dental 1996 - 1999
Norwest Mortgage 1995 - 1996
Directors Morgtage 1991 - 1996
Skills
PMP, Analysis, Software Project..., Outsourcing, Information Technology, Integration, Software Development, Project Management, Project Planning, Vendor Management, Process Improvement, Cross-functional Team..., Requirements Analysis, Oracle, SDLC, Business Intelligence, Team Building, Management, Business Analysis, Visio, Software Documentation, Databases, Strategic Planning, Resource Management, PMO, Program Management, Business Process..., ETL, SQL, Call Centers, IT Strategy, Business Process
Education
PMI 2005 — 2005
PMP Certification
University of Alaska Anchorage 1979 — 1984
Computer Science
Union Bank March 2013 - December 2013
Union Bank October 2012 - January 2013
USTS February 2011 - May 2011
Startel 2006 - 2008
Experian 2006 - 2006
Pacificare (Keane) 2004 - 2006
Toyota 1999 - 2004
PMI Delta Dental 1996 - 1999
Norwest Mortgage 1995 - 1996
Directors Morgtage 1991 - 1996
Skills
PMP, Analysis, Software Project..., Outsourcing, Information Technology, Integration, Software Development, Project Management, Project Planning, Vendor Management, Process Improvement, Cross-functional Team..., Requirements Analysis, Oracle, SDLC, Business Intelligence, Team Building, Management, Business Analysis, Visio, Software Documentation, Databases, Strategic Planning, Resource Management, PMO, Program Management, Business Process..., ETL, SQL, Call Centers, IT Strategy, Business Process
Education
PMI 2005 — 2005
PMP Certification
University of Alaska Anchorage 1979 — 1984
Computer Science
John McKenney John McKenney's Union Bank Experience May 2011 - August 2012
Job Director, Sourcing and Contracts at MUFG Union Bank
Industry Banking
Experience
MUFG in the Americas August 2012 - Present
Union Bank May 2011 - August 2012
DaVita January 2008 - May 2011
Union Bank April 1995 - December 2007
Skills
Vendor Management
Education
University of Arizona 1983 — 1988
Bachelor of Science (BS), Finance, General
MUFG in the Americas August 2012 - Present
Union Bank May 2011 - August 2012
DaVita January 2008 - May 2011
Union Bank April 1995 - December 2007
Skills
Vendor Management
Education
University of Arizona 1983 — 1988
Bachelor of Science (BS), Finance, General
Jignesh Gardi, CPA's Union Bank Experience July 2012 - Present
Job Vice President, ALM Strategies at Union Bank
Industry Financial Services
Experience
Union Bank July 2012 - Present
DLC, Inc. September 2007 - July 2012
RSC Equipment Rental, Inc April 2006 - September 2007
RSC Equipment Rental, Inc October 2005 - April 2006
American Express May 2005 - October 2005
Echostar Communications Corporation May 2004 - August 2004
Skills
Financial Reporting, Process Improvement, Income Statement, Cognos, Bloomberg, Interest Rate Risk..., Financial Analysis, Financial Modeling, Forecasting, Hyperion Enterprise, Strategic Financial..., Accounting, Valuation, Corporate Finance, Variance Analysis, Cash Flow, Financial Accounting, Essbase, Risk Management, Managerial Finance
Education
Thunderbird School of Global Management 2003 — 2005
MBA, Finance, General
University of Mumbai 1999 — 2001
M.Com, Accounting & Finance
University of Mumbai 1995 — 1999
B.Com, Accounting & Economics
Sacred Heart Boy's High School 1985 — 1994
High School
Union Bank July 2012 - Present
DLC, Inc. September 2007 - July 2012
RSC Equipment Rental, Inc April 2006 - September 2007
RSC Equipment Rental, Inc October 2005 - April 2006
American Express May 2005 - October 2005
Echostar Communications Corporation May 2004 - August 2004
Skills
Financial Reporting, Process Improvement, Income Statement, Cognos, Bloomberg, Interest Rate Risk..., Financial Analysis, Financial Modeling, Forecasting, Hyperion Enterprise, Strategic Financial..., Accounting, Valuation, Corporate Finance, Variance Analysis, Cash Flow, Financial Accounting, Essbase, Risk Management, Managerial Finance
Education
Thunderbird School of Global Management 2003 — 2005
MBA, Finance, General
University of Mumbai 1999 — 2001
M.Com, Accounting & Finance
University of Mumbai 1995 — 1999
B.Com, Accounting & Economics
Sacred Heart Boy's High School 1985 — 1994
High School
Sinan Barkho's Union Bank Experience January 2013 - July 2014
Job Sr Technical Data Analyst at Intuit
Industry Information Technology and Services
Experience
Intuit September 2014 - Present
Union Bank January 2013 - July 2014
First Allied Securities March 2012 - December 2012
Nuveen Investments February 2008 - March 2012
Bank Of America August 2006 - February 2008
Softagon September 2004 - August 2006
Tradar August 2002 - August 2004
Commerce One June 2001 - September 2001
Noosh December 1999 - February 2001
Skills
Business Analysis, SQL, SDLC, Microsoft SQL Server, Visio, Software Project..., Software Development, Requirements Analysis, C#, Requirements Gathering, Databases, Database Design, Business Intelligence, Process Improvement, Agile Methodologies, Project Management, Data Analysis, hadoop, Predictive Analytics, Predictive Modeling, Big Data, SQL Server, SSIS, SSRS, T-SQL, .NET, Documentation, Testing, Programming, Application Development, Analysis, Hedge Funds, Financial Analysis, Portfolio Management, Problem Solving, Business Requirements, Agile, Data Warehousing, Business Process..., Data Modeling, Gap Analysis, Business Process, Systems Analysis, Project Planning, Waterfall, User Acceptance Testing, Agile Project Management, Functional..., Integration, ETL
Education
University of California, Berkeley 1994 — 1998
B.A. Economics, Economics
UC Irvine, Extension 2013 — 2013
Certificate in Predictive Analytics, (In Progress)
Intuit September 2014 - Present
Union Bank January 2013 - July 2014
First Allied Securities March 2012 - December 2012
Nuveen Investments February 2008 - March 2012
Bank Of America August 2006 - February 2008
Softagon September 2004 - August 2006
Tradar August 2002 - August 2004
Commerce One June 2001 - September 2001
Noosh December 1999 - February 2001
Skills
Business Analysis, SQL, SDLC, Microsoft SQL Server, Visio, Software Project..., Software Development, Requirements Analysis, C#, Requirements Gathering, Databases, Database Design, Business Intelligence, Process Improvement, Agile Methodologies, Project Management, Data Analysis, hadoop, Predictive Analytics, Predictive Modeling, Big Data, SQL Server, SSIS, SSRS, T-SQL, .NET, Documentation, Testing, Programming, Application Development, Analysis, Hedge Funds, Financial Analysis, Portfolio Management, Problem Solving, Business Requirements, Agile, Data Warehousing, Business Process..., Data Modeling, Gap Analysis, Business Process, Systems Analysis, Project Planning, Waterfall, User Acceptance Testing, Agile Project Management, Functional..., Integration, ETL
Education
University of California, Berkeley 1994 — 1998
B.A. Economics, Economics
UC Irvine, Extension 2013 — 2013
Certificate in Predictive Analytics, (In Progress)
Farah Vohra's Union Bank Experience September 2010 - September 2013
Job
Industry Management Consulting
Experience
Union Bank September 2010 - September 2013
Dell November 2007 - August 2010
Booz Allen Hamilton January 2004 - May 2006
Skills
Management Consulting, Business Strategy, Competitive Analysis, Corporate Development, Analytics, Business Process..., Strategy, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Consulting, Cross-functional Team..., Due Diligence, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA
Union Bank September 2010 - September 2013
Dell November 2007 - August 2010
Booz Allen Hamilton January 2004 - May 2006
Skills
Management Consulting, Business Strategy, Competitive Analysis, Corporate Development, Analytics, Business Process..., Strategy, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Consulting, Cross-functional Team..., Due Diligence, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA
Bobbie Salgado's Union Bank Experience August 2012 - Present
Job Director CRA Strategy & Operations at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
Union Bank February 2011 - August 2012
FDIC July 2009 - December 2010
Federal Reserve Bank of Chicago October 2005 - July 2009
New Century 2003 - 2007
Federal Reserve Bank of Dallas 1988 - 1999
Skills
Risk Assessment, Mortgage Banking, Credit, Banking, AML, Credit Risk, Loans, Risk Management, Financial Institutions, Community Reinvestment..., Financial Regulation, Bank Secrecy Act, Fairs, Financial Risk, Mortgage Lending, USA PATRIOT Act
Education
The University of Texas-Pan American 1978 — 1981
Bachelor of Business Administration (BBA), Marketing
Union Bank August 2012 - Present
Union Bank February 2011 - August 2012
FDIC July 2009 - December 2010
Federal Reserve Bank of Chicago October 2005 - July 2009
New Century 2003 - 2007
Federal Reserve Bank of Dallas 1988 - 1999
Skills
Risk Assessment, Mortgage Banking, Credit, Banking, AML, Credit Risk, Loans, Risk Management, Financial Institutions, Community Reinvestment..., Financial Regulation, Bank Secrecy Act, Fairs, Financial Risk, Mortgage Lending, USA PATRIOT Act
Education
The University of Texas-Pan American 1978 — 1981
Bachelor of Business Administration (BBA), Marketing
Jose F. Duenes's Union Bank Experience 2008 - Present
Job Not just a Banker, but a Cashflow Manager
Industry Banking
Experience
Union Bank 2008 - Present
Skills
Cash Management, Banking, ACH
Education
The University of Texas at El Paso 1978 — 1979
Union Bank 2008 - Present
Skills
Cash Management, Banking, ACH
Education
The University of Texas at El Paso 1978 — 1979
Kimberly O'Farrell, Ph.D.'s Union Bank Experience October 2013 - July 2014
Job Director, Sr. Human Resources Business Partner at MUFG Americas
Industry Management Consulting
Experience
MUFG Americas July 2014 - Present
Union Bank October 2013 - July 2014
Union Bank June 2012 - October 2013
Cenetri Group June 2011 - June 2012
Select International September 2008 - June 2012
O'Farrell Consulting May 2008 - June 2012
The Chicago School of Professional Psychology May 2010 - July 2011
The Chicago School of Professional Psychology, Los Angeles August 2009 - July 2011
Organizational Effectiveness Research Group August 2003 - May 2008
Minnesota State University, Mankato August 2002 - May 2008
Skills
Statistics, Research, Leadership Development, Training & Development, Employee Selection, Program Evaluation, Social Psychology, I/O, Corporate Communications, Employee Relations, Psychometrics, Performance Management, 360 Feedback, Executive Coaching, Survey Development, Performance Appraisal, Talent Assessment, Organizational..., Organizational Change, Job Analysis, Organizational..., Talent Management, Instructional Design, Succession Planning, Coaching, SPSS, Interviewing, Management Consulting, Data Analysis, Psychology, Survey Design, Organizational Behavior, Teaching, Qualitative Research, Survey Research, Executive Development, Exit Surveys, Interviews, Change Management, Recruiting, Organizational Design, Employee Training, Training, HR Consulting, Assessment Center, Employee Engagement, Career Development, Leadership, Workshop Facilitation
Education
Tulane University 1999 — 2002
Ph.D., Experimental Social Psychology
Tulane University 1996 — 1999
M.A., Experimental Social Psychology
University of California, Santa Cruz 1990 — 1994
B.A., Psychology
Redwood High School
MUFG Americas July 2014 - Present
Union Bank October 2013 - July 2014
Union Bank June 2012 - October 2013
Cenetri Group June 2011 - June 2012
Select International September 2008 - June 2012
O'Farrell Consulting May 2008 - June 2012
The Chicago School of Professional Psychology May 2010 - July 2011
The Chicago School of Professional Psychology, Los Angeles August 2009 - July 2011
Organizational Effectiveness Research Group August 2003 - May 2008
Minnesota State University, Mankato August 2002 - May 2008
Skills
Statistics, Research, Leadership Development, Training & Development, Employee Selection, Program Evaluation, Social Psychology, I/O, Corporate Communications, Employee Relations, Psychometrics, Performance Management, 360 Feedback, Executive Coaching, Survey Development, Performance Appraisal, Talent Assessment, Organizational..., Organizational Change, Job Analysis, Organizational..., Talent Management, Instructional Design, Succession Planning, Coaching, SPSS, Interviewing, Management Consulting, Data Analysis, Psychology, Survey Design, Organizational Behavior, Teaching, Qualitative Research, Survey Research, Executive Development, Exit Surveys, Interviews, Change Management, Recruiting, Organizational Design, Employee Training, Training, HR Consulting, Assessment Center, Employee Engagement, Career Development, Leadership, Workshop Facilitation
Education
Tulane University 1999 — 2002
Ph.D., Experimental Social Psychology
Tulane University 1996 — 1999
M.A., Experimental Social Psychology
University of California, Santa Cruz 1990 — 1994
B.A., Psychology
Redwood High School
Baskar Anjappan's Union Bank Experience July 2012 - October 2012
Job SAS Data Analyst at MUFG Union Bank
Industry Information Technology and Services
Experience
MUFG Union Bank November 2012 - Present
Union Bank July 2012 - October 2012
Wells Fargo Bank -BD Risk Mgt (through Robert Gatto Associates RGA) April 2011 - July 2012
Charles Schwab (through TMC software) July 2010 - March 2011
Wells Fargo Bank (through Strategic Staffing Solutions) October 2008 - July 2010
Mascon Global Ltd August 2006 - September 2008
Allianz Cornhill Information Services Private Limited October 2004 - July 2006
Prudent Tech 2002 - 2004
Skills
SAS, Data Warehousing, ETL, Business Intelligence, SQL, Data Mining, SAS programming, Teradata, Unix, PL/SQL, Data Modeling, Business Analysis, Data Integration, SDLC, Data Quality, Requirements Gathering, Software Project..., Software Development, OLAP, PMP, Agile Methodologies, Risk Analytics, Process Improvement, Risk Management, Business Intelligence..., Analysis, Analytics, Business Objects, Data Analysis, Software Documentation, Oracle, Predictive Analytics, Predictive Modeling, Requirements Analysis, Informatica, SAS Programming
Education
University of California, Berkeley 2010 — 2010
Database Marketing and CRM, A
SSI IT education 1999 — 2000
Software
SRM Radiant Infotech 1997 — 1999
Software
University of Madras
MCA, Computer Application
Vivekananda College, chennai India
B.Com, Commerce and Accountancy
MUFG Union Bank November 2012 - Present
Union Bank July 2012 - October 2012
Wells Fargo Bank -BD Risk Mgt (through Robert Gatto Associates RGA) April 2011 - July 2012
Charles Schwab (through TMC software) July 2010 - March 2011
Wells Fargo Bank (through Strategic Staffing Solutions) October 2008 - July 2010
Mascon Global Ltd August 2006 - September 2008
Allianz Cornhill Information Services Private Limited October 2004 - July 2006
Prudent Tech 2002 - 2004
Skills
SAS, Data Warehousing, ETL, Business Intelligence, SQL, Data Mining, SAS programming, Teradata, Unix, PL/SQL, Data Modeling, Business Analysis, Data Integration, SDLC, Data Quality, Requirements Gathering, Software Project..., Software Development, OLAP, PMP, Agile Methodologies, Risk Analytics, Process Improvement, Risk Management, Business Intelligence..., Analysis, Analytics, Business Objects, Data Analysis, Software Documentation, Oracle, Predictive Analytics, Predictive Modeling, Requirements Analysis, Informatica, SAS Programming
Education
University of California, Berkeley 2010 — 2010
Database Marketing and CRM, A
SSI IT education 1999 — 2000
Software
SRM Radiant Infotech 1997 — 1999
Software
University of Madras
MCA, Computer Application
Vivekananda College, chennai India
B.Com, Commerce and Accountancy
Chester Ng's Union Bank Experience March 2001 - Present
Job Information Technology Analyst, Technical Lead Field Services
Industry Information Technology and Services
Experience
Union Bank March 2001 - Present
Hendry Investments January 1999 - February 2001
Skills
Software Documentation, Process Improvement, Troubleshooting, Technical Support, Customer Service, System Administration, Software Implementation, Technical Writing, Windows, Testing, XP, Servers, Training, Team Building, Leadership, User Acceptance Testing, Windows 7, Quality Assurance, Change Management, SharePoint, Software Installation, Vendor Management, Security, IT Management, Visio, Windows XP, Infrastructure..., Management, Banking, SDLC, Disaster Recovery
Education
The University of Texas Health Science Center at San Antonio 1990 — 1993
Bachelor's in Clinical Laboratory Sciences, Clinical Laboratory Sciences
Union Bank March 2001 - Present
Hendry Investments January 1999 - February 2001
Skills
Software Documentation, Process Improvement, Troubleshooting, Technical Support, Customer Service, System Administration, Software Implementation, Technical Writing, Windows, Testing, XP, Servers, Training, Team Building, Leadership, User Acceptance Testing, Windows 7, Quality Assurance, Change Management, SharePoint, Software Installation, Vendor Management, Security, IT Management, Visio, Windows XP, Infrastructure..., Management, Banking, SDLC, Disaster Recovery
Education
The University of Texas Health Science Center at San Antonio 1990 — 1993
Bachelor's in Clinical Laboratory Sciences, Clinical Laboratory Sciences
Jim Powlesland's Union Bank Experience February 2013 - Present
Job Director, Underwriting Manager at MUFG Union Bank, N.A.
Industry Real Estate
Experience
Union Bank February 2013 - Present
Union Bank November 2012 - February 2013
Union Bank September 2010 - November 2012
CRE Asset Solutions Corp 2008 - September 2010
Capmark Finance, Inc. 2005 - 2008
CW Capital Inc. 2002 - 2005
CWCapital 2002 - 2005
Merrill Lynch 1995 - 1998
Skills
Valuation, Asset Managment, Real Estate, Commercial Real Estate, Real Estate Economics, Commercial Mortgages, Loan Origination, Loans, Underwriting, Due Diligence, CMBS, Disposition, Finance, Asset Management, Financial Risk
Education
UCLA 1969 — 1976
Bachelor of Arts (BA), Economics
University of California, Los Angeles - The Anderson School of Management 1969 — 1976
Master of Business Administration (MBA), Finance, General
Union Bank February 2013 - Present
Union Bank November 2012 - February 2013
Union Bank September 2010 - November 2012
CRE Asset Solutions Corp 2008 - September 2010
Capmark Finance, Inc. 2005 - 2008
CW Capital Inc. 2002 - 2005
CWCapital 2002 - 2005
Merrill Lynch 1995 - 1998
Skills
Valuation, Asset Managment, Real Estate, Commercial Real Estate, Real Estate Economics, Commercial Mortgages, Loan Origination, Loans, Underwriting, Due Diligence, CMBS, Disposition, Finance, Asset Management, Financial Risk
Education
UCLA 1969 — 1976
Bachelor of Arts (BA), Economics
University of California, Los Angeles - The Anderson School of Management 1969 — 1976
Master of Business Administration (MBA), Finance, General
Jan Goben's Union Bank Experience December 2007 - Present
Job Writer
Industry Writing and Editing
Experience
AFriendlyHouse.com 2009 - Present
Union Bank December 2007 - Present
Noe Valley Voice 2003 - 2008
Mills-Peninsula Health Services November 2006 - May 2007
S.F. Chronicle 1992 - 2006
San Francisco Chronicle 1992 - 2006
San Jose Mercury News May 1991 - January 1992
Skills
Newspaper, Editing, Writing, Proofreading, Copy Editing, Newspapers, Storytelling, Web Content, Newsletters, Magazines, Interviews, Publishing, Brochures, AP Style, Journalism, Blogging, Publications, Content Management, Editorial, Media Relations, Press Releases, Publicity, Content Strategy, Content Development, Copywriting, Web Content Management
Education
University of California, Berkeley 1983 — 1987
Woodside High School 1979 — 1983
Woodside Elementary 1970 — 1979
AFriendlyHouse.com 2009 - Present
Union Bank December 2007 - Present
Noe Valley Voice 2003 - 2008
Mills-Peninsula Health Services November 2006 - May 2007
S.F. Chronicle 1992 - 2006
San Francisco Chronicle 1992 - 2006
San Jose Mercury News May 1991 - January 1992
Skills
Newspaper, Editing, Writing, Proofreading, Copy Editing, Newspapers, Storytelling, Web Content, Newsletters, Magazines, Interviews, Publishing, Brochures, AP Style, Journalism, Blogging, Publications, Content Management, Editorial, Media Relations, Press Releases, Publicity, Content Strategy, Content Development, Copywriting, Web Content Management
Education
University of California, Berkeley 1983 — 1987
Woodside High School 1979 — 1983
Woodside Elementary 1970 — 1979
Aca Alex Basic's Union Bank Experience March 1992 - December 1998
Job Senior Developer at Rogers Communications
Industry Program Development
Experience
Rogers Communications August 2015 - Present
Mercer 2012 - July 2015
DB Schenker 2006 - 2012
ClaimSecure Inc. February 2005 - July 2006
Software Agency BASIC January 1999 - June 2002
Union Bank March 1992 - December 1998
Institute for Statistics of the Republic of Serbia, Belgrade, Yugoslavia August 1988 - February 1992
Skills
COBOL, SQL, DB2, CICS, Software Development, SDLC, SPUFI, .NET, Mainframe, Requirements Analysis, XML, VSAM, Data Warehousing, Systems Analysis, HTML, JCL, PL/SQL, Business Analysis, Visual Basic, Unix, Fileaid, TSO
Education
University of Belgrade 1983 — 1988
Associate's degree, Computer Science
Rogers Communications August 2015 - Present
Mercer 2012 - July 2015
DB Schenker 2006 - 2012
ClaimSecure Inc. February 2005 - July 2006
Software Agency BASIC January 1999 - June 2002
Union Bank March 1992 - December 1998
Institute for Statistics of the Republic of Serbia, Belgrade, Yugoslavia August 1988 - February 1992
Skills
COBOL, SQL, DB2, CICS, Software Development, SDLC, SPUFI, .NET, Mainframe, Requirements Analysis, XML, VSAM, Data Warehousing, Systems Analysis, HTML, JCL, PL/SQL, Business Analysis, Visual Basic, Unix, Fileaid, TSO
Education
University of Belgrade 1983 — 1988
Associate's degree, Computer Science
Brian Schelter's Union Bank Experience January 2001 - May 2010
Job Fixed Income Trader Wells Fargo Securities, Principal Investments
Industry Investment Management
Experience
Wells Fargo Securities June 2010 - Present
Union Bank January 2001 - May 2010
Skills
Bonds, Fixed Income, Capital Markets, High Yield, Credit Analysis, Bloomberg, Alternative Investments, Asset Management, Asset Allocation, Credit Derivatives, Corporate Finance, Equities, Due Diligence, Financial Markets, FX Options, Hedge Funds, Investment Banking, Leveraged Finance, Investments, Private Equity, Market Risk, Series 7, Securities, Structured Products, Structured Finance, Valuation, Trading
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1996 — 2000
BS, Math
Wells Fargo Securities June 2010 - Present
Union Bank January 2001 - May 2010
Skills
Bonds, Fixed Income, Capital Markets, High Yield, Credit Analysis, Bloomberg, Alternative Investments, Asset Management, Asset Allocation, Credit Derivatives, Corporate Finance, Equities, Due Diligence, Financial Markets, FX Options, Hedge Funds, Investment Banking, Leveraged Finance, Investments, Private Equity, Market Risk, Series 7, Securities, Structured Products, Structured Finance, Valuation, Trading
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1996 — 2000
BS, Math
Chris Calice's Union Bank Experience August 2012 - Present
Job Vice President / Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
Union Bank September 2008 - August 2012
Union Bank Of California October 2006 - September 2008
Skills
Strategic Financial..., Commercial Lending, Portfolio Management, Forecasting, Relationship Management, Asset Based Lending, Business Analysis, Financial Modeling
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis 2001 — 2005
Bachelor of Science (BS), Managerial Economics
Union Bank August 2012 - Present
Union Bank September 2008 - August 2012
Union Bank Of California October 2006 - September 2008
Skills
Strategic Financial..., Commercial Lending, Portfolio Management, Forecasting, Relationship Management, Asset Based Lending, Business Analysis, Financial Modeling
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis 2001 — 2005
Bachelor of Science (BS), Managerial Economics
Alexander Falk's Union Bank Experience 2005 - 2008
Job VP Product Solutions & Strategies
Industry Banking
Experience
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JPMorgan Chase July 2003 - 2005
Citigroup June 1997 - July 2003
Skills
Electronic Payments, Banking, Payments
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance & Strategy
University of San Diego 1988 — 1992
BBA, International Business & Finance
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JPMorgan Chase July 2003 - 2005
Citigroup June 1997 - July 2003
Skills
Electronic Payments, Banking, Payments
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance & Strategy
University of San Diego 1988 — 1992
BBA, International Business & Finance
José Delgadillo's Union Bank Experience August 2010 - July 2012
Job Director Talent Acquisition at Leadership for Educational Equity
Industry Education Management
Experience
Leadership for Educational Equity December 2014 - Present
The Broad Center for the Management of School Systems July 2012 - November 2014
Union Bank August 2010 - July 2012
Transamerica Retirement Services October 2004 - July 2010
CMS BondEdge July 2003 - October 2004
Interactive Data Corporation Fixed Income Analytics July 2003 - October 2004
Transamerica Retirement Services May 2001 - June 2003
Skills
M&A due diligence, Revenue Modeling, Market Research, Data Analysis, Customer Profitability, Financial Modeling, Financial Analysis, Competitive Analysis, Business Strategy, Project Management, Strategic Planning, Cross-functional Team..., Analytics, Forecasting, Strategy, Analysis, Operations Management, Recruiting, Business Process, Business Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA, Finance, General
University of Southern California 1999 — 2003
BA, Economics, Political Science (Double Major)
Leadership for Educational Equity December 2014 - Present
The Broad Center for the Management of School Systems July 2012 - November 2014
Union Bank August 2010 - July 2012
Transamerica Retirement Services October 2004 - July 2010
CMS BondEdge July 2003 - October 2004
Interactive Data Corporation Fixed Income Analytics July 2003 - October 2004
Transamerica Retirement Services May 2001 - June 2003
Skills
M&A due diligence, Revenue Modeling, Market Research, Data Analysis, Customer Profitability, Financial Modeling, Financial Analysis, Competitive Analysis, Business Strategy, Project Management, Strategic Planning, Cross-functional Team..., Analytics, Forecasting, Strategy, Analysis, Operations Management, Recruiting, Business Process, Business Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA, Finance, General
University of Southern California 1999 — 2003
BA, Economics, Political Science (Double Major)
Timothy Wang's Union Bank Experience May 2010 - September 2010
Job Product Manager at Switchfly, Inc.
Industry Computer Software
Experience
Switchfly, Inc. June 2014 - Present
Blackhawk Network July 2011 - February 2014
Union Bank May 2010 - September 2010
The University of Arizona - Artificial Intelligence Laboratory June 2009 - 2010
Skills
Product Management, Agile Project Management, Business Intelligence, Agile Methodologies, Analytics, Scrum, Project Management, Business Analysis, SQL, Mobile Applications, User Acceptance Testing, MS Project
Education
University of Arizona 2006 — 2010
Bachelor of Science, Engineering Management
Switchfly, Inc. June 2014 - Present
Blackhawk Network July 2011 - February 2014
Union Bank May 2010 - September 2010
The University of Arizona - Artificial Intelligence Laboratory June 2009 - 2010
Skills
Product Management, Agile Project Management, Business Intelligence, Agile Methodologies, Analytics, Scrum, Project Management, Business Analysis, SQL, Mobile Applications, User Acceptance Testing, MS Project
Education
University of Arizona 2006 — 2010
Bachelor of Science, Engineering Management
Fred Chen's Union Bank Experience April 2012 - June 2014
Job Branch Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2014 - Present
Bank October 2010 - Present
Union Bank April 2012 - June 2014
Preferred Bank October 2010 - April 2012
Cathay Bank June 2007 - September 2010
Cathay Bank May 2007 - September 2010
ING DIRECT September 2002 - June 2007
ING DIRECT September 2002 - March 2007
Mitsubishi Heavy Industries July 2000 - July 2001
Skills
Customer Service, Sales Management, Strategic Planning, PowerPoint, Problem Solving, Analytics, Business Development, Microsoft Excel, Economics, Microsoft Office, Microsoft Word
Education
University of California 1997 — 2001
B.A, Economics
University of Southern California 1997 — 2001
Bachelor's degree, Economics
JPMorgan Chase & Co. June 2014 - Present
Bank October 2010 - Present
Union Bank April 2012 - June 2014
Preferred Bank October 2010 - April 2012
Cathay Bank June 2007 - September 2010
Cathay Bank May 2007 - September 2010
ING DIRECT September 2002 - June 2007
ING DIRECT September 2002 - March 2007
Mitsubishi Heavy Industries July 2000 - July 2001
Skills
Customer Service, Sales Management, Strategic Planning, PowerPoint, Problem Solving, Analytics, Business Development, Microsoft Excel, Economics, Microsoft Office, Microsoft Word
Education
University of California 1997 — 2001
B.A, Economics
University of Southern California 1997 — 2001
Bachelor's degree, Economics
Chen-Min Lea's Union Bank Experience January 2012 - Present
Job Sr. Software Engineer at Union Bank
Industry Banking
Experience
Union Bank January 2012 - Present
OpenText October 2009 - January 2012
Downey Savings and Loan Association, F.A. 2005 - October 2009
Downey Savings and Loan (Recently Acquired by US Bank) May 2005 - July 2009
Downey savings 2005 - 2009
Downey Savings & Loan 2005 - 2009
Paciolan Software February 2004 - May 2005
AmeriQuest Mortgage November 2003 - February 2004
TheZenith Insurance October 2001 - November 2003
ObjectNet.com/Digitalpose.com September 2000 - October 2001
Skills
Web Services, Java Enterprise Edition, SOA, XML, Spring, Oracle, Software Development, SDLC, Databases, Ant, Integration, Microsoft SQL Server, Weblogic, Java, Perl, Linux, EJB, Struts, Web Applications, UML
Education
SouthWest Texas University 1993 — 1996
Master's degree, Computer Science
The University of Texas at Austin 1985 — 1991
Doctor of Philosophy (Ph.D.), Petroleum Chemical Engineering
Union Bank January 2012 - Present
OpenText October 2009 - January 2012
Downey Savings and Loan Association, F.A. 2005 - October 2009
Downey Savings and Loan (Recently Acquired by US Bank) May 2005 - July 2009
Downey savings 2005 - 2009
Downey Savings & Loan 2005 - 2009
Paciolan Software February 2004 - May 2005
AmeriQuest Mortgage November 2003 - February 2004
TheZenith Insurance October 2001 - November 2003
ObjectNet.com/Digitalpose.com September 2000 - October 2001
Skills
Web Services, Java Enterprise Edition, SOA, XML, Spring, Oracle, Software Development, SDLC, Databases, Ant, Integration, Microsoft SQL Server, Weblogic, Java, Perl, Linux, EJB, Struts, Web Applications, UML
Education
SouthWest Texas University 1993 — 1996
Master's degree, Computer Science
The University of Texas at Austin 1985 — 1991
Doctor of Philosophy (Ph.D.), Petroleum Chemical Engineering
Brent Hennig's Union Bank Experience April 2006 - May 2013
Job Vice President at BB&T
Industry Banking
Experience
BB&T May 2013 - Present
Union Bank April 2006 - May 2013
Fremont Investment & Loan June 2003 - April 2006
Bank of America February 2001 - June 2003
AMRESCO / Lend Lease REI July 1997 - February 2001
Boatmen's / NationsBank June 1996 - July 1997
Pinemont Bank September 1995 - June 1996
Skills
Real Estate, Loans, Portfolio Management, Commercial Real Estate, Banking, Commercial Mortgages, Commercial Lending, Credit Analysis, Loan Origination, Investments
Education
University of Houston, C.T. Bauer College of Business 1993 — 1995
MBA, Master in Business Administration
The University of Texas at Austin 1987 — 1991
BA, Government / Economics
BB&T May 2013 - Present
Union Bank April 2006 - May 2013
Fremont Investment & Loan June 2003 - April 2006
Bank of America February 2001 - June 2003
AMRESCO / Lend Lease REI July 1997 - February 2001
Boatmen's / NationsBank June 1996 - July 1997
Pinemont Bank September 1995 - June 1996
Skills
Real Estate, Loans, Portfolio Management, Commercial Real Estate, Banking, Commercial Mortgages, Commercial Lending, Credit Analysis, Loan Origination, Investments
Education
University of Houston, C.T. Bauer College of Business 1993 — 1995
MBA, Master in Business Administration
The University of Texas at Austin 1987 — 1991
BA, Government / Economics
Joseph Bourassa's Union Bank Experience December 2006 - March 2011
Job Vice President, Sr. Compliance Officer at DBS Bank
Industry Banking
Experience
DBS Bank January 2015 - Present
OneWest Bank March 2011 - December 2014
Union Bank December 2006 - March 2011
Education
Tulane University Law School 2003 — 2006
Juris Doctor (J.D.)
Williams College 1994 — 1999
Bachelor's Degree
DBS Bank January 2015 - Present
OneWest Bank March 2011 - December 2014
Union Bank December 2006 - March 2011
Education
Tulane University Law School 2003 — 2006
Juris Doctor (J.D.)
Williams College 1994 — 1999
Bachelor's Degree
Bob Aquino's Union Bank Experience June 2014 - December 2014
Job Experienced SAP HCM consultant and executive
Industry Computer Software
Experience
Union Bank June 2014 - December 2014
Cognizant Technology Solutions 2009 - 2013
BearingPoint 2006 - 2009
EA Consulting 2004 - 2006
PwC BPO 1997 - 2002
Skills
Management Consulting, Business Process, SAP HR, ERP, SAP Implementation, Requirements Analysis, Business Analysis, Business Transformation, Business Process..., Integration, HR Consulting
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Union Bank June 2014 - December 2014
Cognizant Technology Solutions 2009 - 2013
BearingPoint 2006 - 2009
EA Consulting 2004 - 2006
PwC BPO 1997 - 2002
Skills
Management Consulting, Business Process, SAP HR, ERP, SAP Implementation, Requirements Analysis, Business Analysis, Business Transformation, Business Process..., Integration, HR Consulting
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Stephanie Rolewicz's Union Bank Experience August 2014 - Present
Job Managing Director, Lending Technology, Union Bank
Industry Financial Services
Experience
Union Bank August 2014 - Present
Union Bank June 2011 - August 2014
Bank of America 2010 - June 2011
Countrywide Home Loans 2006 - 2009
Education
The University of Texas at Austin 1993 — 1998
Union Bank August 2014 - Present
Union Bank June 2011 - August 2014
Bank of America 2010 - June 2011
Countrywide Home Loans 2006 - 2009
Education
The University of Texas at Austin 1993 — 1998
Tony Vitale's Union Bank Experience December 2013 - June 2014
Job AML/BSA Consultancy Services Vital Analysis & Advisory Inc.
Industry Banking
Experience
Bank of the West June 2014 - July 2015
Union Bank December 2013 - June 2014
Citibank January 2012 - December 2013
HSBC June 2010 - January 2012
Commerzbank AG March 2010 - June 2010
Bank of Montreal - Harris Bank June 2008 - March 2010
Israel Discount Bank of New York August 2006 - July 2008
New York Board of Trade October 2003 - July 2006
Citibank December 1999 - October 2003
Bank of America April 1995 - December 1999
Skills
AML, Anti Money Laundering, Bank Secrecy Act, Banking, Capital Markets, Commodity, Credit, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investments, KYC, Loans, Private Investigations, Risk Management, Securities, Trading
Education
University of Alabama 1986 — 1988
Bank of the West June 2014 - July 2015
Union Bank December 2013 - June 2014
Citibank January 2012 - December 2013
HSBC June 2010 - January 2012
Commerzbank AG March 2010 - June 2010
Bank of Montreal - Harris Bank June 2008 - March 2010
Israel Discount Bank of New York August 2006 - July 2008
New York Board of Trade October 2003 - July 2006
Citibank December 1999 - October 2003
Bank of America April 1995 - December 1999
Skills
AML, Anti Money Laundering, Bank Secrecy Act, Banking, Capital Markets, Commodity, Credit, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investments, KYC, Loans, Private Investigations, Risk Management, Securities, Trading
Education
University of Alabama 1986 — 1988
Ricardo Horowicz's Union Bank Experience December 2013 - Present
Job Head Model Risk at Union Bank
Industry Capital Markets
Experience
Union Bank December 2013 - Present
Western Asset Management September 2009 - December 2013
LoanPerformance October 2008 - September 2009
Countrywide October 2002 - September 2008
Goldman Sachs January 2001 - October 2002
Northwest University April 2000 - January 2001
Universidade Sao Paulo 1995 - 2000
Max Planck Institute January 1918 - January 1920
NTT January 1915 - January 1917
Skills
Quantitative Finance, Fixed Income, Risk Management, Financial Risk, Credit Risk, Portfolio Management, Statistics, SAS, Finance, MBS, Financial Modeling, Mortgage Lending, Derivatives, Bloomberg, Capital Markets, Structured Products, Hedge Funds, Market Risk, Bonds, Quantitative Analytics, Structured Finance, Financial Markets, Hedging, Asset Management, Securitization, Portfolio Optimization, CMBS, Statistical Modeling
Education
Ecole Normale Supérieure
Pos-doc, Quantum Optics
Università degli Studi di Milano
PhD, Physics
Union Bank December 2013 - Present
Western Asset Management September 2009 - December 2013
LoanPerformance October 2008 - September 2009
Countrywide October 2002 - September 2008
Goldman Sachs January 2001 - October 2002
Northwest University April 2000 - January 2001
Universidade Sao Paulo 1995 - 2000
Max Planck Institute January 1918 - January 1920
NTT January 1915 - January 1917
Skills
Quantitative Finance, Fixed Income, Risk Management, Financial Risk, Credit Risk, Portfolio Management, Statistics, SAS, Finance, MBS, Financial Modeling, Mortgage Lending, Derivatives, Bloomberg, Capital Markets, Structured Products, Hedge Funds, Market Risk, Bonds, Quantitative Analytics, Structured Finance, Financial Markets, Hedging, Asset Management, Securitization, Portfolio Optimization, CMBS, Statistical Modeling
Education
Ecole Normale Supérieure
Pos-doc, Quantum Optics
Università degli Studi di Milano
PhD, Physics
Bruce Greenwood's Union Bank Experience May 2009 - March 2012
Job Vice President Investments at Pacific Urban Residential
Industry Real Estate
Experience
Pacific Urban Residential November 2013 - Present
BH Properties March 2012 - October 2013
Union Bank May 2009 - March 2012
UCLA Anderson School of Management September 2007 - June 2009
Marcus & Millichap June 2008 - August 2008
Union Bank of California May 2003 - June 2007
Skills
Real Estate, Investments, REO, Asset Managment, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Disposition, Real Estate Development, Financial Analysis, Property Management, Portfolio Management, Real Estate Transactions, Investment Properties, Entrepreneurship, Real Estate Financing, Acquisitions, Asset Management, Commercial Real Estate
Education
UCLA Anderson 2007 — 2009
Master of Business Administration (MBA), Real Estate
University of California, Berkeley 1998 — 2002
BA, Economics and Urban Planning
Pacific Urban Residential November 2013 - Present
BH Properties March 2012 - October 2013
Union Bank May 2009 - March 2012
UCLA Anderson School of Management September 2007 - June 2009
Marcus & Millichap June 2008 - August 2008
Union Bank of California May 2003 - June 2007
Skills
Real Estate, Investments, REO, Asset Managment, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Disposition, Real Estate Development, Financial Analysis, Property Management, Portfolio Management, Real Estate Transactions, Investment Properties, Entrepreneurship, Real Estate Financing, Acquisitions, Asset Management, Commercial Real Estate
Education
UCLA Anderson 2007 — 2009
Master of Business Administration (MBA), Real Estate
University of California, Berkeley 1998 — 2002
BA, Economics and Urban Planning
Rich Blacharski, MS, CAPM's Union Bank Experience May 2014 - Present
Job Vice President and Private Banker at Union Bank
Industry Banking
Experience
Union Bank May 2014 - Present
Union Bank October 2012 - May 2014
Union Bank April 2011 - October 2012
Sterling Savings Bank June 2008 - April 2011
Bank of America March 2006 - May 2008
Washington Mutual March 2002 - March 2006
Pacific Publishing Company 2000 - 2001
Skills
Banking, Team Building, Merchant Services, Commercial Lending, Credit, Portfolio Management, Project Management, Consumer Lending, Investments, Risk Management, Branch Banking, Commercial Banking, Sales, Retail Banking, Loans, Finance, Leadership, Customer Service, Cross Selling, Small Business Lending, Mortgage Lending, Management, Small Business, Wealth Management, Business Development, Treasury Management, Financial Analysis, Relationship Management, Financial Services, Credit Analysis, Loan Origination, Mortgage Banking, Lines Of Credit, Cash Management, Financial Planning, Refinance, Credit Risk, Retirement Planning, Commercial Real Estate, Private Banking, Commercial Mortgages, Underwriting, Deposits, Real Estate, Residential Mortgages, Asset Management
Education
UC Irvine, Extension 2014 — 2015
Personal Financial Planning, Financial Planning and Services
University of Florida 1998 — 2000
Master of Science, Plant Pathology
University of Florida 1993 — 1997
Dual Degree BS, Plant Pathology and Botany
Union Bank May 2014 - Present
Union Bank October 2012 - May 2014
Union Bank April 2011 - October 2012
Sterling Savings Bank June 2008 - April 2011
Bank of America March 2006 - May 2008
Washington Mutual March 2002 - March 2006
Pacific Publishing Company 2000 - 2001
Skills
Banking, Team Building, Merchant Services, Commercial Lending, Credit, Portfolio Management, Project Management, Consumer Lending, Investments, Risk Management, Branch Banking, Commercial Banking, Sales, Retail Banking, Loans, Finance, Leadership, Customer Service, Cross Selling, Small Business Lending, Mortgage Lending, Management, Small Business, Wealth Management, Business Development, Treasury Management, Financial Analysis, Relationship Management, Financial Services, Credit Analysis, Loan Origination, Mortgage Banking, Lines Of Credit, Cash Management, Financial Planning, Refinance, Credit Risk, Retirement Planning, Commercial Real Estate, Private Banking, Commercial Mortgages, Underwriting, Deposits, Real Estate, Residential Mortgages, Asset Management
Education
UC Irvine, Extension 2014 — 2015
Personal Financial Planning, Financial Planning and Services
University of Florida 1998 — 2000
Master of Science, Plant Pathology
University of Florida 1993 — 1997
Dual Degree BS, Plant Pathology and Botany
Laura Mello's Union Bank Experience August 2012 - September 2014
Job Financial Advisor at Union Bank
Industry Banking
Experience
Union Bank August 2012 - September 2014
Union Bank April 2009 - August 2012
Union Bank January 2007 - April 2009
Education
University of Arizona 2002 — 2006
Bachelor of Science, Business Administration, Business Management
Union Bank August 2012 - September 2014
Union Bank April 2009 - August 2012
Union Bank January 2007 - April 2009
Education
University of Arizona 2002 — 2006
Bachelor of Science, Business Administration, Business Management
Allen Tamu Yin's Union Bank Experience February 2014 - Present
Job Credit Analyst at Union Bank
Industry Financial Services
Experience
Union Bank February 2014 - Present
University of California March 2011 - September 2013
Public Financial Management July 2008 - March 2011
San Francisco Chamber of Commerce June 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Research, Data Analysis, Non-profits, Microsoft Excel, Quantitative Analytics, Economics, Public Speaking, Microsoft Office, Policy Analysis, Investments, Public Finance, Budgets, Public Policy, Finance, Portfolio Management, Analysis, Nonprofits, Valuation
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Union Bank February 2014 - Present
University of California March 2011 - September 2013
Public Financial Management July 2008 - March 2011
San Francisco Chamber of Commerce June 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Research, Data Analysis, Non-profits, Microsoft Excel, Quantitative Analytics, Economics, Public Speaking, Microsoft Office, Policy Analysis, Investments, Public Finance, Budgets, Public Policy, Finance, Portfolio Management, Analysis, Nonprofits, Valuation
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Ben Chu, CFA's Union Bank Experience April 2010 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank April 2010 - Present
Wells Fargo Foothill January 2007 - August 2009
RBC Capital Markets March 2006 - December 2006
Fremont Investments & Loans November 2004 - March 2006
State Street IMS 2003 - 2004
Education
UCLA Anderson School of Management
Union Bank April 2010 - Present
Wells Fargo Foothill January 2007 - August 2009
RBC Capital Markets March 2006 - December 2006
Fremont Investments & Loans November 2004 - March 2006
State Street IMS 2003 - 2004
Education
UCLA Anderson School of Management
Thomas Buescher's Union Bank Experience May 1986 - June 2006
Job VicePresident & Senior Relationship Manager at Bank of the West
Industry Banking
Experience
Bank of the West July 2015 - Present
American Business Bank June 2006 - June 2015
Union Bank May 1986 - June 2006
Chase Manhattan Bank March 1982 - April 1986
Skills
Commercial Lending, Commercial Mortgages, Credit Analysis, Portfolio Management, Loan Origination, Commercial Banking, Cash Management, Underwriting, Middle Market, Due Diligence, Financial Advisory, Credit Risk, Financial Analysis, Cash Flow Lending
Education
Thunderbird School of Global Management 1980 — 1981
Masters, International Business
University of Arizona 1976 — 1978
B.S., Finance
Bank of the West July 2015 - Present
American Business Bank June 2006 - June 2015
Union Bank May 1986 - June 2006
Chase Manhattan Bank March 1982 - April 1986
Skills
Commercial Lending, Commercial Mortgages, Credit Analysis, Portfolio Management, Loan Origination, Commercial Banking, Cash Management, Underwriting, Middle Market, Due Diligence, Financial Advisory, Credit Risk, Financial Analysis, Cash Flow Lending
Education
Thunderbird School of Global Management 1980 — 1981
Masters, International Business
University of Arizona 1976 — 1978
B.S., Finance
Alexander Falk's Union Bank Experience 2005 - 2008
Job Digital Channels at City National Bank
Industry Banking
Experience
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JP Morgan Chase 2003 - 2005
Skills
Banking, Payments, Treasury Management, Electronic Payments, Risk Management, Retail Banking, Financial Services, Commercial Banking, Vendor Management, Portfolio Management, Relationship Management, Credit, Business Analysis, Strategy, Management, Cash Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance and Strategy
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JP Morgan Chase 2003 - 2005
Skills
Banking, Payments, Treasury Management, Electronic Payments, Risk Management, Retail Banking, Financial Services, Commercial Banking, Vendor Management, Portfolio Management, Relationship Management, Credit, Business Analysis, Strategy, Management, Cash Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance and Strategy
Antonio Mason's Union Bank Experience August 2012 - Present
Job Commercial Banking Vice President at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
US Bank - Commercial Banking December 2009 - August 2012
Wells Fargo Capital Finance March 2008 - December 2009
Wells Fargo, Corporate & Investment Banking June 2006 - March 2008
Skills
Banking, Financial Modeling, Portfolio Management, Credit, Commercial Banking, Investment Banking, Commercial Lending, Credit Analysis, Relationship Management, Financial Analysis, Loans, Lines Of Credit, Corporate Finance, FX Hedging, Capital Structure, Debt & Equity Financing, Credit Risk, Cash Management, Asset Based Lending, Financial Risk, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2005 — 2006
Master of Finance
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor's degree, Finance & Management
Union Bank August 2012 - Present
US Bank - Commercial Banking December 2009 - August 2012
Wells Fargo Capital Finance March 2008 - December 2009
Wells Fargo, Corporate & Investment Banking June 2006 - March 2008
Skills
Banking, Financial Modeling, Portfolio Management, Credit, Commercial Banking, Investment Banking, Commercial Lending, Credit Analysis, Relationship Management, Financial Analysis, Loans, Lines Of Credit, Corporate Finance, FX Hedging, Capital Structure, Debt & Equity Financing, Credit Risk, Cash Management, Asset Based Lending, Financial Risk, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2005 — 2006
Master of Finance
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor's degree, Finance & Management
M. Ray Hurley's Union Bank Experience August 2010 - Present
Job Banking Professional
Industry Banking
Experience
Union Bank August 2010 - Present
plumRHINO Consulting March 2010 - July 2010
JPMorgan Chase 1988 - 2008
Skills
Banking, Treasury Management, Cash Management, SWIFT payments, Product Management, Credit Cards, Relationship Management, Financial Analysis, Retail Banking, Cross Selling, Payments, Treasury, Loans, Accounts Payable, ACH, FX Options, Credit Analysis, Small Business Lending, Credit, Mergers & Acquisitions, Risk Management, Credit Risk, Commercial Banking, Treasury Services, Investments, Mergers, Commercial Lending, Financial Services, Financial Risk, Core Banking, Internet Banking, Portfolio Management, Banking Relationships, Financial Institutions, Trade Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1975
BBA, Accounting / Finance
Union Bank August 2010 - Present
plumRHINO Consulting March 2010 - July 2010
JPMorgan Chase 1988 - 2008
Skills
Banking, Treasury Management, Cash Management, SWIFT payments, Product Management, Credit Cards, Relationship Management, Financial Analysis, Retail Banking, Cross Selling, Payments, Treasury, Loans, Accounts Payable, ACH, FX Options, Credit Analysis, Small Business Lending, Credit, Mergers & Acquisitions, Risk Management, Credit Risk, Commercial Banking, Treasury Services, Investments, Mergers, Commercial Lending, Financial Services, Financial Risk, Core Banking, Internet Banking, Portfolio Management, Banking Relationships, Financial Institutions, Trade Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1975
BBA, Accounting / Finance
Jowanna Cannon's Union Bank Experience November 2009 - October 2013
Job VP, Structured Finance Underwriter/Portfolio Manager
Industry Banking
Experience
Opus Bank October 2013 - Present
Union Bank November 2009 - October 2013
First Private Bank & Trust 2008 - 2009
Countrywide Commercial Real Estate Finance February 2007 - July 2008
Commercial Capital Bank May 1998 - 2007
Skills
Loans, Credit, Underwriting, Finance, Financial Structuring, Loan Origination, Lines Of Credit, Financial Risk, Real Estate, Structured Finance, Credit Analysis, Commercial Real Estate, Commercial Lending, Banking, Refinance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Asset Based Lending, Financial Modeling, Investments, Portfolio Management, Investment Properties, Relationship Management, Private Banking, Financial Analysis, Middle Market, Real Estate Transactions, Financial Services, Asset Management, Small Business Lending, Due Diligence, Commercial Credit, Commercial Finance, Construction Loans, Portfolio Performance..., Credit Risk
Education
California State University-Fullerton
Bachelor of Science, Business Administration
University of Arizona
Opus Bank October 2013 - Present
Union Bank November 2009 - October 2013
First Private Bank & Trust 2008 - 2009
Countrywide Commercial Real Estate Finance February 2007 - July 2008
Commercial Capital Bank May 1998 - 2007
Skills
Loans, Credit, Underwriting, Finance, Financial Structuring, Loan Origination, Lines Of Credit, Financial Risk, Real Estate, Structured Finance, Credit Analysis, Commercial Real Estate, Commercial Lending, Banking, Refinance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Asset Based Lending, Financial Modeling, Investments, Portfolio Management, Investment Properties, Relationship Management, Private Banking, Financial Analysis, Middle Market, Real Estate Transactions, Financial Services, Asset Management, Small Business Lending, Due Diligence, Commercial Credit, Commercial Finance, Construction Loans, Portfolio Performance..., Credit Risk
Education
California State University-Fullerton
Bachelor of Science, Business Administration
University of Arizona
Jose L Puebla's Union Bank Experience July 2012 - October 2013
Job Sr. Mortgage Banker at FirstCal Of Washignton Mortgage Co.
Industry Real Estate
Experience
FirstCal Of Washington Mortgage Co. August 2015 - Present
Envoy Mortgage October 2014 - Present
HomeStreet Bank January 2014 - July 2014
PNC Mortgage October 2013 - January 2014
Union Bank July 2012 - October 2013
GP Capital Financial LLC March 2008 - July 2009
GP Capital Financial Inc. June 2008 - May 2009
Onfe Home Loans 2006 - 2008
Skills
Credit, Loans, Mortgage Lending, Retirement Planning, FHA, Insurance, Residential Mortgages, Small Business Lending, Marketing Strategy, Business Networking, FHA financing, conventional lending, VA lending, First Time Home Buyers, Life Insurance, Marketing, Real Estate, Refinance, VA Loans, Home Equity Loans, Residential Homes, Commercial Lending, Sales, Customer Service, Commercial Real Estate, Mortgage Banking, Loan Origination, Strategic Planning, Banking, FHA Financing, Certified Mortgage...
Education
Universidad Tecnológica de México 1997 — 1999
Marketing, Marketing
Universidad Tecnologica de Mexico 1994 — 1998
Bachelor of Marketing, Marketing
FirstCal Of Washington Mortgage Co. August 2015 - Present
Envoy Mortgage October 2014 - Present
HomeStreet Bank January 2014 - July 2014
PNC Mortgage October 2013 - January 2014
Union Bank July 2012 - October 2013
GP Capital Financial LLC March 2008 - July 2009
GP Capital Financial Inc. June 2008 - May 2009
Onfe Home Loans 2006 - 2008
Skills
Credit, Loans, Mortgage Lending, Retirement Planning, FHA, Insurance, Residential Mortgages, Small Business Lending, Marketing Strategy, Business Networking, FHA financing, conventional lending, VA lending, First Time Home Buyers, Life Insurance, Marketing, Real Estate, Refinance, VA Loans, Home Equity Loans, Residential Homes, Commercial Lending, Sales, Customer Service, Commercial Real Estate, Mortgage Banking, Loan Origination, Strategic Planning, Banking, FHA Financing, Certified Mortgage...
Education
Universidad Tecnológica de México 1997 — 1999
Marketing, Marketing
Universidad Tecnologica de Mexico 1994 — 1998
Bachelor of Marketing, Marketing
Kelcey Cheung's Union Bank Experience June 2009 - April 2010
Job MBA Candidate at UCLA Anderson School of Management
Industry Management Consulting
Experience
KPMG June 2015 - August 2015
Capital Group September 2012 - July 2014
Bank of America Merrill Lynch April 2010 - September 2012
Union Bank June 2009 - April 2010
Fox Entertainment Group June 2007 - September 2008
Skills
Series 7, Financial Modeling, Research, Valuation, Financial Analysis, Fixed Income, Analysis, PowerPoint
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics & Bachelor of Arts, Political Science
KPMG June 2015 - August 2015
Capital Group September 2012 - July 2014
Bank of America Merrill Lynch April 2010 - September 2012
Union Bank June 2009 - April 2010
Fox Entertainment Group June 2007 - September 2008
Skills
Series 7, Financial Modeling, Research, Valuation, Financial Analysis, Fixed Income, Analysis, PowerPoint
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics & Bachelor of Arts, Political Science
Elisabeth Schutz's Union Bank Experience May 2008 - January 2011
Job ESOP Advisory Group at Bridge Bank
Industry Banking
Experience
Bridge Bank May 2014 - Present
J.P. Morgan Chase April 2011 - February 2014
Union Bank May 2008 - January 2011
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Bridge Bank May 2014 - Present
J.P. Morgan Chase April 2011 - February 2014
Union Bank May 2008 - January 2011
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Daniel Yokomizo's Union Bank Experience June 2008 - September 2008
Job HR Management Associate Program Intern at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard May 2015 - Present
Equilar January 2014 - August 2014
Equilar July 2012 - December 2013
Equilar September 2011 - June 2012
Equilar February 2010 - June 2011
Union Bank June 2008 - September 2008
Skills
Data Analysis, Analysis, Team Management, Market Research, Leadership, Databases, Recruiting, Competitive Analysis, Analytics, Microsoft Office, Training, Research, Training & Development
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics
Hewlett-Packard May 2015 - Present
Equilar January 2014 - August 2014
Equilar July 2012 - December 2013
Equilar September 2011 - June 2012
Equilar February 2010 - June 2011
Union Bank June 2008 - September 2008
Skills
Data Analysis, Analysis, Team Management, Market Research, Leadership, Databases, Recruiting, Competitive Analysis, Analytics, Microsoft Office, Training, Research, Training & Development
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics
Reece Schort's Union Bank Experience October 2003 - June 2006
Job Director of Finance at SolarReserve
Industry Renewables & Environment
Experience
SolarReserve May 2013 - Present
SolarReserve January 2012 - May 2013
SolarReserve June 2008 - January 2012
Susquehanna International Group June 2007 - August 2007
Union Bank October 2003 - June 2006
Skills
Energy, Project Finance, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Renewable Energy, Business Strategy, Corporate Finance, Start-ups, Strategic Planning, Cleantech, Forecasting, Business Planning, Competitive Analysis, Risk Management, Excel, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Business
University of Michigan 1999 — 2003
BA, Economics
SolarReserve May 2013 - Present
SolarReserve January 2012 - May 2013
SolarReserve June 2008 - January 2012
Susquehanna International Group June 2007 - August 2007
Union Bank October 2003 - June 2006
Skills
Energy, Project Finance, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Renewable Energy, Business Strategy, Corporate Finance, Start-ups, Strategic Planning, Cleantech, Forecasting, Business Planning, Competitive Analysis, Risk Management, Excel, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Business
University of Michigan 1999 — 2003
BA, Economics
Alexandra Arutian's Union Bank Experience August 2012 - Present
Job Financial Analyst at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
Bank of America June 2010 - July 2012
Segal, Cohen & Landis, LLP June 2009 - August 2009
Education
University of Southern California 2006 — 2010
B.S., Business Administration
Università Commerciale 'Luigi Bocconi' 2009 — 2009
International Law, International Economics, Fashion Management
Union Bank August 2012 - Present
Bank of America June 2010 - July 2012
Segal, Cohen & Landis, LLP June 2009 - August 2009
Education
University of Southern California 2006 — 2010
B.S., Business Administration
Università Commerciale 'Luigi Bocconi' 2009 — 2009
International Law, International Economics, Fashion Management
Belen Lupera's Union Bank Experience June 2011 - Present
Job VP Independent Risk Monitoring Group at Union Bank
Industry Financial Services
Experience
Union Bank June 2011 - Present
Ernst & Young USA October 2007 - June 2011
Ernst & Young Canada July 2006 - October 2007
Ernst & Young Ecuador July 2003 - July 2006
Education
Universidad San Francisco de Quito
BA, Finance
Universidad San Francisco de Quito
BA, Marketing
Union Bank June 2011 - Present
Ernst & Young USA October 2007 - June 2011
Ernst & Young Canada July 2006 - October 2007
Ernst & Young Ecuador July 2003 - July 2006
Education
Universidad San Francisco de Quito
BA, Finance
Universidad San Francisco de Quito
BA, Marketing
Akari Namba's Union Bank Experience November 2010 - June 2011
Job Controller at The Palisades Group
Industry Higher Education
Experience
The Palisades Group May 2014 - Present
Deloitte & Touche August 2013 - March 2014
Deloitte & Touche August 2011 - August 2013
Union Bank November 2010 - June 2011
CAPPELLO CAPITAL CORP. June 2009 - September 2009
Citigroup September 2007 - August 2009
Ernst & Young August 2004 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Due Diligence, Accounting, Mergers, Auditing, Finance, Financial Accounting, Analysis, Financial Audits
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
The Palisades Group May 2014 - Present
Deloitte & Touche August 2013 - March 2014
Deloitte & Touche August 2011 - August 2013
Union Bank November 2010 - June 2011
CAPPELLO CAPITAL CORP. June 2009 - September 2009
Citigroup September 2007 - August 2009
Ernst & Young August 2004 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Due Diligence, Accounting, Mergers, Auditing, Finance, Financial Accounting, Analysis, Financial Audits
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
Harry Kraushaar's Union Bank Experience November 1984 - March 1987
Job COO/CFO at Rubicon Resources
Industry Food & Beverages
Experience
Rubicon Resources August 2011 - Present
Sanders Industries May 2008 - August 2011
Rubicon Resources October 2005 - May 2008
teamCIO September 1992 - September 2005
Charles Bradley Professionals March 1987 - September 1992
Union Bank November 1984 - March 1987
Ernst & Whinney 1981 - 1984
Deloitte July 1979 - August 1981
Skills
Mergers, Financial Reporting, Management Consulting
Education
UCLA Anderson School of Management 1977 — 1979
MBA, Finance/Accounting
University of California, Los Angeles 1973 — 1977
BS, Mathematics/Computer Science
Rubicon Resources August 2011 - Present
Sanders Industries May 2008 - August 2011
Rubicon Resources October 2005 - May 2008
teamCIO September 1992 - September 2005
Charles Bradley Professionals March 1987 - September 1992
Union Bank November 1984 - March 1987
Ernst & Whinney 1981 - 1984
Deloitte July 1979 - August 1981
Skills
Mergers, Financial Reporting, Management Consulting
Education
UCLA Anderson School of Management 1977 — 1979
MBA, Finance/Accounting
University of California, Los Angeles 1973 — 1977
BS, Mathematics/Computer Science
William Schleifer's Union Bank Experience March 2008 - Present
Job Managing Director Regional Manager
Industry Banking
Experience
Union Bank March 2008 - Present
Cal National Bank 2006 - 2008
Wells Fargo 1990 - 1998
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Operations Management
Union Bank March 2008 - Present
Cal National Bank 2006 - 2008
Wells Fargo 1990 - 1998
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Operations Management
Edith Calzada's Union Bank Experience 1994 - 2000
Job Organization Services and Bookkeeping
Industry Accounting
Experience
Double Entry January 2010 - Present
Innovative Business Services 2007 - 2009
Citi 2006 - 2007
Bernal's Day Care 2000 - 2006
Union Bank 1994 - 2000
FIRST IMAGE 1992 - 1994
Skills
Business Strategy, New Business Development, Strategic Planning, Management, Marketing Strategy, Change Management, Sales Management, Negotiation, Business Development, Project Management, Business Planning, Strategy, Management Consulting, Start-ups, Product Development, Account Management, Mergers & Acquisitions, Customer Service, Team Building, Contract Negotiation
Education
Universidad La Salle, A.C. 1984 — 1988
Bachelor of Business Administration (B.B.A.), L.A. Adminitracion
National Bookkeepers Association
Double Entry January 2010 - Present
Innovative Business Services 2007 - 2009
Citi 2006 - 2007
Bernal's Day Care 2000 - 2006
Union Bank 1994 - 2000
FIRST IMAGE 1992 - 1994
Skills
Business Strategy, New Business Development, Strategic Planning, Management, Marketing Strategy, Change Management, Sales Management, Negotiation, Business Development, Project Management, Business Planning, Strategy, Management Consulting, Start-ups, Product Development, Account Management, Mergers & Acquisitions, Customer Service, Team Building, Contract Negotiation
Education
Universidad La Salle, A.C. 1984 — 1988
Bachelor of Business Administration (B.B.A.), L.A. Adminitracion
National Bookkeepers Association
Paul Marziani's Union Bank Experience 2010 - 2011
Job Systems Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2013 - Present
Bank of America April 2011 - January 2013
Union Bank 2010 - 2011
Accenture July 2009 - July 2010
First Data Corporation 2005 - 2009
Skills
ATM networks, SDLC, ISO8583, Electronic Payments, Transaction Processing, POS, Switches, Requirements Analysis, Software Project..., Base24, Software Development, TAL
Education
University of Arizona 1979 — 1983
BSBA, Management Information Systems
Bank of America January 2013 - Present
Bank of America April 2011 - January 2013
Union Bank 2010 - 2011
Accenture July 2009 - July 2010
First Data Corporation 2005 - 2009
Skills
ATM networks, SDLC, ISO8583, Electronic Payments, Transaction Processing, POS, Switches, Requirements Analysis, Software Project..., Base24, Software Development, TAL
Education
University of Arizona 1979 — 1983
BSBA, Management Information Systems
Jasleen Puri's Union Bank Experience December 2006 - June 2010
Job Data Solutions & Analytics at PricewaterhouseCoopers LLC
Industry Information Technology and Services
Experience
PricewaterhouseCoopers LLC March 2014 - Present
Armanino LLP January 2011 - February 2014
Kaiser Permanente September 2010 - December 2010
Union Bank December 2006 - June 2010
Cisco Systems September 2005 - November 2006
Skills
QlikView 9,10 & 11, Tableau, Spotfire, Crystal Reports, Software Project..., Data Visualization, Dimensional Modeling, Data Analytics, Business Objects..., BO Web Intelligence, Dashboard Manager, ORACLE 8i/9i/10g/11g, C++, MS VC++, C#, PL/SQL, Toad 7.x, 8.x, 9.x, COBOL, S-Ox, SOX 404, Basel II, Borland & Turbo C
Education
Garhwal University, India
Bachelor of Science (BS)
Garhwal University, India
Masters Degree, Econometrics & Statistics
University of Allahabad
Bachelor's degree, Stringed Instruments
PricewaterhouseCoopers LLC March 2014 - Present
Armanino LLP January 2011 - February 2014
Kaiser Permanente September 2010 - December 2010
Union Bank December 2006 - June 2010
Cisco Systems September 2005 - November 2006
Skills
QlikView 9,10 & 11, Tableau, Spotfire, Crystal Reports, Software Project..., Data Visualization, Dimensional Modeling, Data Analytics, Business Objects..., BO Web Intelligence, Dashboard Manager, ORACLE 8i/9i/10g/11g, C++, MS VC++, C#, PL/SQL, Toad 7.x, 8.x, 9.x, COBOL, S-Ox, SOX 404, Basel II, Borland & Turbo C
Education
Garhwal University, India
Bachelor of Science (BS)
Garhwal University, India
Masters Degree, Econometrics & Statistics
University of Allahabad
Bachelor's degree, Stringed Instruments
Charlie McGann's Union Bank Experience January 2004 - May 2012
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank May 2012 - Present
Union Bank January 2004 - May 2012
Carr Capital 1998 - 2001
Montgomery Securities 1996 - 1998
Skills
Real Estate Economics, Credit Analysis, Underwriting, Loans, Portfolio Management, Loan Origination, Construction Loans, Financial Modeling, Real Estate, Investments, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1994 — 1995
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics
City National Bank May 2012 - Present
Union Bank January 2004 - May 2012
Carr Capital 1998 - 2001
Montgomery Securities 1996 - 1998
Skills
Real Estate Economics, Credit Analysis, Underwriting, Loans, Portfolio Management, Loan Origination, Construction Loans, Financial Modeling, Real Estate, Investments, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1994 — 1995
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics
Alex Minkin's Union Bank Experience January 2011 - July 2013
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Union Bank January 2011 - July 2013
Wells Fargo 2006 - 2011
J.P. Morgan 2005 - 2006
Skills
Credit Risk, Mathematical Modeling, Statistical Modeling, Financial Modeling, VAR, Valuation Modeling, Monte Carlo Simulation, Numerical Analysis, Visual Basic, SAS programming, Matlab, Credit Derivatives, Interest Rate..., Interest Rate Risk..., Real Estate Economics, Analytics, Banking, Cash Management, Credit, Loans, Mergers, Mortgage Lending, SAS, SAS Programming
Education
University of California, Berkeley
Financial Engineering
University of Oregon
Economics
Wells Fargo July 2013 - Present
Union Bank January 2011 - July 2013
Wells Fargo 2006 - 2011
J.P. Morgan 2005 - 2006
Skills
Credit Risk, Mathematical Modeling, Statistical Modeling, Financial Modeling, VAR, Valuation Modeling, Monte Carlo Simulation, Numerical Analysis, Visual Basic, SAS programming, Matlab, Credit Derivatives, Interest Rate..., Interest Rate Risk..., Real Estate Economics, Analytics, Banking, Cash Management, Credit, Loans, Mergers, Mortgage Lending, SAS, SAS Programming
Education
University of California, Berkeley
Financial Engineering
University of Oregon
Economics
Futoshi Takashima's Union Bank Experience November 2009 - Present
Job Finance Management
Industry Banking
Experience
Union Bank November 2009 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. August 2004 - November 2009
Bank of Tokyo-Mitsubishi UFJ September 1999 - August 2004
Education
The University of Tokyo 1990 — 1994
Bachelor, Law
Union Bank November 2009 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. August 2004 - November 2009
Bank of Tokyo-Mitsubishi UFJ September 1999 - August 2004
Education
The University of Tokyo 1990 — 1994
Bachelor, Law
Carlye Cordner's Union Bank Experience 1984 - 1991
Job Vice President Lead Credit Officer at City National Bank
Industry Banking
Experience
City National Bank PresidentNational Charity League, Pasadena Chapter2010 - 2011
Union Bank 1984 - 1991
Union Bank 1984 - 1991
Education
UCLA Anderson School of Management 1982 — 1984
Master of Business Administration (MBA), Finance/Marketing
UCLA
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
City National Bank PresidentNational Charity League, Pasadena Chapter2010 - 2011
Union Bank 1984 - 1991
Union Bank 1984 - 1991
Education
UCLA Anderson School of Management 1982 — 1984
Master of Business Administration (MBA), Finance/Marketing
UCLA
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Kenny Hanks's Union Bank Experience June 2010 - December 2010
Job Merchant Banking Capital Finance
Industry Financial Services
Experience
Capital Finance January 2011 - Present
Union Bank June 2010 - December 2010
JP Morgan Chase May 1997 - March 2008
Bank of America May 1994 - May 1997
Wells Fargo Bank May 1993 - April 1994
First Chicago Bank & Trust April 1991 - June 1993
Bank One January 1986 - March 1991
Skills
Treasury Management, Merchant Banking, Credit Analysis, Cash Management, Banking, Risk Management, Commercial Banking, Treasury Services, Customer Relations, Credit, Loans, Business Strategy, Strategic Planning, Consultative Selling, Financial Analysis, Sales Management, Negotiation, Credit Cards, Payments, Team Building, Investments, Debt, Asset Management, Customer Service, Cash, Mergers, Compliance, Due Diligence, Financial Reporting, Forecasting, Process Improvement, Accounting, Budgeting, Portfolio Management, Product Management, Management Consulting, Analysis, Strategy Development, Contract Negotiations, Product Development, Excel, P&L Management, Credit Risk, Problem Solving, Coaching, Mentoring, Financial Modeling, Contract Negotiation, Microsoft Office, Performance Management
Education
The University of Texas at Austin
BBA, Finance and International Business
Capital Finance January 2011 - Present
Union Bank June 2010 - December 2010
JP Morgan Chase May 1997 - March 2008
Bank of America May 1994 - May 1997
Wells Fargo Bank May 1993 - April 1994
First Chicago Bank & Trust April 1991 - June 1993
Bank One January 1986 - March 1991
Skills
Treasury Management, Merchant Banking, Credit Analysis, Cash Management, Banking, Risk Management, Commercial Banking, Treasury Services, Customer Relations, Credit, Loans, Business Strategy, Strategic Planning, Consultative Selling, Financial Analysis, Sales Management, Negotiation, Credit Cards, Payments, Team Building, Investments, Debt, Asset Management, Customer Service, Cash, Mergers, Compliance, Due Diligence, Financial Reporting, Forecasting, Process Improvement, Accounting, Budgeting, Portfolio Management, Product Management, Management Consulting, Analysis, Strategy Development, Contract Negotiations, Product Development, Excel, P&L Management, Credit Risk, Problem Solving, Coaching, Mentoring, Financial Modeling, Contract Negotiation, Microsoft Office, Performance Management
Education
The University of Texas at Austin
BBA, Finance and International Business
Mark Tiner's Union Bank Experience Manufacturing ManagerBurlington Industries1986 - 1999
Job Vice President / Loan Officer at Union Bank
Industry Banking
Experience
Union Bank Manufacturing ManagerBurlington Industries1986 - 1999
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Consumer Lending, Retail Banking, Credit Risk, Bank Secrecy Act, Commercial Mortgages, SBA, Loan Origination, Asset Based Lending, Mortgage Lending, Private Banking, Treasury Management, USA PATRIOT Act
Education
Graduate School of Banking at Louisiana State univ. 2003 — 2005
University of Arkansas at Monticello 1981 — 1995
Bachelor's degree, Business Administration and Management, General
Union Bank Manufacturing ManagerBurlington Industries1986 - 1999
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Consumer Lending, Retail Banking, Credit Risk, Bank Secrecy Act, Commercial Mortgages, SBA, Loan Origination, Asset Based Lending, Mortgage Lending, Private Banking, Treasury Management, USA PATRIOT Act
Education
Graduate School of Banking at Louisiana State univ. 2003 — 2005
University of Arkansas at Monticello 1981 — 1995
Bachelor's degree, Business Administration and Management, General
Peter Croke's Union Bank Experience June 2009 - November 2011
Job
Industry Marketing and Advertising
Experience
Boehling Construction Management September 2014 - Present
Union Bank June 2009 - November 2011
Mitsubishi UFJ Financial Group, Inc. January 2009 - April 2009
Union Bank December 2006 - January 2009
Union Bank February 2005 - December 2006
Union Bank January 2004 - February 2005
Ultra Performance February 1993 - December 2003
Skills
Marketing, Corporate Communications, Sales Management, Banking, Management, Strategic Planning, Internal Communications, Sales, Advertising, Leadership, Marketing Strategy, Loans, Strategy, Training
Education
University of the Pacific - Eberhardt School of Business 1988 — 2002
Bachelor of Science, Business Admin
University of Arizona 1992 — 1992
Sandia High School
Boehling Construction Management September 2014 - Present
Union Bank June 2009 - November 2011
Mitsubishi UFJ Financial Group, Inc. January 2009 - April 2009
Union Bank December 2006 - January 2009
Union Bank February 2005 - December 2006
Union Bank January 2004 - February 2005
Ultra Performance February 1993 - December 2003
Skills
Marketing, Corporate Communications, Sales Management, Banking, Management, Strategic Planning, Internal Communications, Sales, Advertising, Leadership, Marketing Strategy, Loans, Strategy, Training
Education
University of the Pacific - Eberhardt School of Business 1988 — 2002
Bachelor of Science, Business Admin
University of Arizona 1992 — 1992
Sandia High School
Carl Lind's Union Bank Experience October 2011 - Present
Job Officer at Union Bank
Industry Banking
Experience
Union Bank October 2011 - Present
Bank of America June 2007 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts (B.A.), Global Economics
Università Commerciale 'Luigi Bocconi' 2004 — 2005
Education Abroad
Union Bank October 2011 - Present
Bank of America June 2007 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts (B.A.), Global Economics
Università Commerciale 'Luigi Bocconi' 2004 — 2005
Education Abroad
Sara Recalde's Union Bank Experience July 2012 - Present
Job Director/Credit Executive Non Profit Lending at Union Bank
Industry Banking
Experience
Union Bank July 2012 - Present
JPMorgan Chase 2010 - 2011
AIB 2001 - 2010
Education
University of California, Berkeley 1996 — 2000
Interdisciplinary Field Studies
Union Bank July 2012 - Present
JPMorgan Chase 2010 - 2011
AIB 2001 - 2010
Education
University of California, Berkeley 1996 — 2000
Interdisciplinary Field Studies
Viviane Feilhaber's Union Bank Experience August 2013 - August 2015
Job FVP, Credit Operations & Analytics
Industry Financial Services
Experience
BofI Federal Bank September 2015 - Present
Union Bank August 2013 - August 2015
Union Bank October 2011 - August 2013
Union Bank September 2010 - October 2011
Union Bank June 2008 - September 2010
Skills
Strategy, Credit, Underwriting, Business Process..., Portfolio Management, Risk Management, Operations Management, Commercial Banking, Small Business Lending, Financial Accounting
Education
UCLA Anderson School of Management 2012 — 2015
MBA, Global Management & Finance
University of California, Los Angeles 2004 — 2008
B.A., Business Economics
BofI Federal Bank September 2015 - Present
Union Bank August 2013 - August 2015
Union Bank October 2011 - August 2013
Union Bank September 2010 - October 2011
Union Bank June 2008 - September 2010
Skills
Strategy, Credit, Underwriting, Business Process..., Portfolio Management, Risk Management, Operations Management, Commercial Banking, Small Business Lending, Financial Accounting
Education
UCLA Anderson School of Management 2012 — 2015
MBA, Global Management & Finance
University of California, Los Angeles 2004 — 2008
B.A., Business Economics
Luz Mary Robfogel's Union Bank Experience March 1998 - September 1999
Job Stuff Accountant at Champion Sidecars
Industry Logistics and Supply Chain
Experience
Champion Sidecars July 2003 - Present
Union Bank March 1998 - September 1999
Conavi merged to Bancolombia/Colombia/South /America January 1986 - February 1997
Skills
Financial Accounting, Management, Cash Flow, Finance, Journal Entries, Financial Reporting, Process Improvement, Account Reconciliation, Payroll, Accounting, Customer Service, Accounts Payable, General Ledger, Variance Analysis, Microsoft Excel, Fixed Assets, Accruals, Bank Reconciliation, Forecasting, Financial Analysis
Education
Universidad Libre de Colombia 1983 — 1988
Business Administration and Management, General
Champion Sidecars July 2003 - Present
Union Bank March 1998 - September 1999
Conavi merged to Bancolombia/Colombia/South /America January 1986 - February 1997
Skills
Financial Accounting, Management, Cash Flow, Finance, Journal Entries, Financial Reporting, Process Improvement, Account Reconciliation, Payroll, Accounting, Customer Service, Accounts Payable, General Ledger, Variance Analysis, Microsoft Excel, Fixed Assets, Accruals, Bank Reconciliation, Forecasting, Financial Analysis
Education
Universidad Libre de Colombia 1983 — 1988
Business Administration and Management, General
Brett Crane's Union Bank Experience July 2012 - Present
Job Licensed Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank July 2012 - Present
Skills
Loans, Small Business Lending, Commercial Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Retail Banking, Cross Selling, Banking, Branch Banking, Financial Analysis, Credit, Credit Analysis, Mortgage Lending, Loan Origination
Education
Western Oregon University 2002 — 2004
Bachelor's degree, Finance
Umpqua Community College 2000 — 2002
Associate of Arts (A.A.), General / Business
Union Bank July 2012 - Present
Skills
Loans, Small Business Lending, Commercial Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Retail Banking, Cross Selling, Banking, Branch Banking, Financial Analysis, Credit, Credit Analysis, Mortgage Lending, Loan Origination
Education
Western Oregon University 2002 — 2004
Bachelor's degree, Finance
Umpqua Community College 2000 — 2002
Associate of Arts (A.A.), General / Business
Dan Rheiner's Union Bank Experience SVP Regional ManagerBank of Marin2003 - 2014
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank SVP Regional ManagerBank of Marin2003 - 2014
Education
Trinity University
Master of Business Administration (M.B.A.)
Union Bank SVP Regional ManagerBank of Marin2003 - 2014
Education
Trinity University
Master of Business Administration (M.B.A.)
Jack Kissane's Union Bank Experience April 2004 - April 2012
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC April 2012 - Present
Union Bank April 2004 - April 2012
Citi May 1995 - March 2004
Wells Fargo April 1988 - May 1995
Education
University of Arizona 1985 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1980 — 1984
BS - Finance, Finance, accounting and capital markets
HSBC April 2012 - Present
Union Bank April 2004 - April 2012
Citi May 1995 - March 2004
Wells Fargo April 1988 - May 1995
Education
University of Arizona 1985 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1980 — 1984
BS - Finance, Finance, accounting and capital markets
Erin Bick's Union Bank Experience May 2013 - March 2015
Job Business Manager 20/20 Eyecare Centers
Industry Health, Wellness and Fitness
Experience
20/20 Eyecare Centers April 2015 - Present
Union Bank May 2013 - March 2015
Union Bank November 2010 - May 2013
Mountain West Bank 2009 - 2010
First Federal 1998 - 2008
Skills
Management, Coaching, Retail Banking, Risk Management, Customer Service, Mentoring, Leadership, Bank Operations, Business Management
Education
Thomas Nelson Community College
Associate of Arts (A.A.), General Studies, Magna Cum Laude
20/20 Eyecare Centers April 2015 - Present
Union Bank May 2013 - March 2015
Union Bank November 2010 - May 2013
Mountain West Bank 2009 - 2010
First Federal 1998 - 2008
Skills
Management, Coaching, Retail Banking, Risk Management, Customer Service, Mentoring, Leadership, Bank Operations, Business Management
Education
Thomas Nelson Community College
Associate of Arts (A.A.), General Studies, Magna Cum Laude