Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Union Bank Salaries. You can even request information on how much does Union Bank pay if you want to. Learn about salaries, pros and cons of working for Union Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Employee
Years
Job
Industry
Jason Yamanaka Jason Yamanaka's Union Bank Experience June 2012 - August 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Robbin Narike Preciado Robbin Narike Preciado's Union Bank Experience September 2011 - Present
Job Regional Executive at Union Bank
Industry Banking
Experience
Union Bank September 2011 - Present
Union Bank September 2010 - September 2011
Wells Fargo 1989 - 2010
Wells Fargo Bank 1989 - 2010
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Commercial Lending, Small Business Lending, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Consumer Lending, Relationship Management, Financial Services, Financial Analysis, Treasury Management, Private Banking, Wealth Management, Credit Risk, Loan Origination
Education
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Economics
Union Bank September 2011 - Present
Union Bank September 2010 - September 2011
Wells Fargo 1989 - 2010
Wells Fargo Bank 1989 - 2010
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Commercial Lending, Small Business Lending, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Consumer Lending, Relationship Management, Financial Services, Financial Analysis, Treasury Management, Private Banking, Wealth Management, Credit Risk, Loan Origination
Education
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Economics
Jane Cho Jane Cho's Union Bank Experience June 2011 - November 2013
Job Credit Associate at City National Bank
Industry Banking
Experience
Union Bank June 2011 - November 2013
Skills
Hyperion Planning, Forecasting, CCAR, Data Analysis, Financial Analysis, Expense Management, Strategic Planning, Strategy, Financial Modeling
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics/ International Area Studies
Yonsei University 2009 — 2009
Study Abroad
Union Bank June 2011 - November 2013
Skills
Hyperion Planning, Forecasting, CCAR, Data Analysis, Financial Analysis, Expense Management, Strategic Planning, Strategy, Financial Modeling
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics/ International Area Studies
Yonsei University 2009 — 2009
Study Abroad
Mark Reider Mark Reider's Union Bank Experience December 1987 - Present
Job Managing Director & Industry Manager at MUFG Union Bank
Industry Banking
Experience
Union Bank December 1987 - Present
Security Pacific Bank June 1978 - November 1987
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Marketing Strategy, Web Design, Product Development, Strategic Planning, Business Strategy, Department Budgeting, Treasury Management, Depository Services, Deposit Growth, Credit, Sales, Leadership, Relationship Management, Budgets, Real Estate, Mergers & Acquisitions, Financial Analysis, Loans, Association Management, Banking, Executive Management, Negotiation, Retail Banking, New Business Development, Property Management, Contract Negotiation, Portfolio Management, Risk Management, Small Business Lending, Finance, Cash Management, Middle Market, Consumer Lending, Financial Services, Treasury Services, Payments, Lines Of Credit, ACH, Cross Selling, Investments
Education
Stonier Graduate School of Banking 1987 — 1989
UCLA 1972 — 1975
Bachelor of Arts, Political Science
Union Bank December 1987 - Present
Security Pacific Bank June 1978 - November 1987
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Marketing Strategy, Web Design, Product Development, Strategic Planning, Business Strategy, Department Budgeting, Treasury Management, Depository Services, Deposit Growth, Credit, Sales, Leadership, Relationship Management, Budgets, Real Estate, Mergers & Acquisitions, Financial Analysis, Loans, Association Management, Banking, Executive Management, Negotiation, Retail Banking, New Business Development, Property Management, Contract Negotiation, Portfolio Management, Risk Management, Small Business Lending, Finance, Cash Management, Middle Market, Consumer Lending, Financial Services, Treasury Services, Payments, Lines Of Credit, ACH, Cross Selling, Investments
Education
Stonier Graduate School of Banking 1987 — 1989
UCLA 1972 — 1975
Bachelor of Arts, Political Science
Roman Vega Roman Vega's Union Bank Experience July 2009 - July 2010
Job Claim Professional at Travelers Insurance
Industry Insurance
Experience
Travelers July 2014 - Present
Farmers Insurance November 2010 - June 2014
Union Bank July 2009 - July 2010
Wachovia October 2007 - February 2009
Enterprise Rent-A-Car September 2005 - July 2007
Enterprise Rent-A-Car September 2004 - August 2005
Enterprise Rent-A-Car June 2003 - August 2004
Enterprise Rent-A-Car July 2002 - May 2003
Enterprise Rent-A-Car August 2000 - June 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Risk Management, Cold Calling, Customer Satisfaction, Sales Process, Sales, Sales Operations, Strategic Planning, Sales Management, Team Building, Account Management, Leadership, Customer Retention
Education
University of California, Irvine 1995 — 2000
Bachelor of Arts (B.A.), Social Sciences
Travelers July 2014 - Present
Farmers Insurance November 2010 - June 2014
Union Bank July 2009 - July 2010
Wachovia October 2007 - February 2009
Enterprise Rent-A-Car September 2005 - July 2007
Enterprise Rent-A-Car September 2004 - August 2005
Enterprise Rent-A-Car June 2003 - August 2004
Enterprise Rent-A-Car July 2002 - May 2003
Enterprise Rent-A-Car August 2000 - June 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Risk Management, Cold Calling, Customer Satisfaction, Sales Process, Sales, Sales Operations, Strategic Planning, Sales Management, Team Building, Account Management, Leadership, Customer Retention
Education
University of California, Irvine 1995 — 2000
Bachelor of Arts (B.A.), Social Sciences
Julia Samuelson Julia Samuelson's Union Bank Experience 1991 - 1993
Job Vice President/Senior Credit Officer at City National Bank
Industry Banking
Experience
City National Bank December 2013 - Present
City National Bank February 2012 - November 2013
The Rose Hills Foundation June 2008 - February 2012
Bible Study Fellowship January 1995 - June 2008
Banking Consultant and Training ProfessionalUnion Bank January 1993 - January 1995
Union Bank 1991 - 1993
First Interstate Bank August 1988 - August 1991
Union Bank August 1980 - August 1988
Skills
Franchise Finance, C&I Lending, Commercial Real Estate..., Team Leader, Investments, Financial Analysis, Training Professional, Credit, Finance, Portfolio Management, Credit Analysis, Commercial Banking, Banking, Loans, Commercial Lending, Underwriting
Education
University of California, Irvine
Bachelor of Arts, Psychology
City National Bank December 2013 - Present
City National Bank February 2012 - November 2013
The Rose Hills Foundation June 2008 - February 2012
Bible Study Fellowship January 1995 - June 2008
Banking Consultant and Training ProfessionalUnion Bank January 1993 - January 1995
Union Bank 1991 - 1993
First Interstate Bank August 1988 - August 1991
Union Bank August 1980 - August 1988
Skills
Franchise Finance, C&I Lending, Commercial Real Estate..., Team Leader, Investments, Financial Analysis, Training Professional, Credit, Finance, Portfolio Management, Credit Analysis, Commercial Banking, Banking, Loans, Commercial Lending, Underwriting
Education
University of California, Irvine
Bachelor of Arts, Psychology
Keishi/啓史 Nakajima/中島 Keishi/啓史 Nakajima/中島's Union Bank Experience June 2015 - Present
Job Retail Business Strategy Analyst at Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Union Bank September 2011 - Present
Skills
Banking, Financial Analysis, Retail Banking, Business Analysis, Relationship Management, Microsoft Office, PowerPoint, Microsoft Word, Windows, Analysis
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Union Bank June 2015 - Present
Union Bank September 2011 - Present
Skills
Banking, Financial Analysis, Retail Banking, Business Analysis, Relationship Management, Microsoft Office, PowerPoint, Microsoft Word, Windows, Analysis
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Markus Raimondi Markus Raimondi's Union Bank Experience June 2013 - December 2013
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Union Bank June 2013 - December 2013
Skills
Bloomberg, Social Media, Microsoft Excel, Capital IQ, PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Facebook
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Scripps Ranch High School 2008 — 2011
Guggenheim Partners July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Union Bank June 2013 - December 2013
Skills
Bloomberg, Social Media, Microsoft Excel, Capital IQ, PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Facebook
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Scripps Ranch High School 2008 — 2011
Ellie Matin Ellie Matin's Union Bank Experience March 2013 - Present
Job SBA Lending, Business Development Officer
Industry Banking
Experience
Union Bank March 2013 - Present
Citi August 2011 - March 2013
Konica Minolta Business Solutions U.S.A., Inc. December 2010 - August 2011
Washington Mutual Bank/JPMorgan Chase December 2003 - December 2010
Skills
Small Business, Credit, Commercial Banking, Loans, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Retail Banking, Credit Risk, Lines Of Credit, Business Development, Management, Business, Cash Flow Lending
Education
UCLA
Union Bank March 2013 - Present
Citi August 2011 - March 2013
Konica Minolta Business Solutions U.S.A., Inc. December 2010 - August 2011
Washington Mutual Bank/JPMorgan Chase December 2003 - December 2010
Skills
Small Business, Credit, Commercial Banking, Loans, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Retail Banking, Credit Risk, Lines Of Credit, Business Development, Management, Business, Cash Flow Lending
Education
UCLA
Maryam Rakhshani Maryam Rakhshani's Union Bank Experience April 2014 - Present
Job Branch Manager, Vice President at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank May 2012 - March 2014
Union Bank November 2011 - April 2012
Union Bank August 2010 - October 2011
Union Bank September 2009 - August 2010
Skills
Commercial Banking, Banking, Management, Team Leadership, Financial Risk, Commercial Mortgages, Business Strategy, Management Consulting, Managerial Finance, Finance, Team Building, Financial Reporting, Customer Service, Change Management, Sales, Budgets, Business Planning, Business Development, Negotiation, Strategic Planning, New Business Development, Small Business, Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
FEMBA
University of California, Irvine
BA, Psychology and Social Behavior
Union Bank April 2014 - Present
Union Bank May 2012 - March 2014
Union Bank November 2011 - April 2012
Union Bank August 2010 - October 2011
Union Bank September 2009 - August 2010
Skills
Commercial Banking, Banking, Management, Team Leadership, Financial Risk, Commercial Mortgages, Business Strategy, Management Consulting, Managerial Finance, Finance, Team Building, Financial Reporting, Customer Service, Change Management, Sales, Budgets, Business Planning, Business Development, Negotiation, Strategic Planning, New Business Development, Small Business, Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
FEMBA
University of California, Irvine
BA, Psychology and Social Behavior
Laura Dang Laura Dang's Union Bank Experience October 2009 - Present
Job Wealth Management at Union Bank
Industry Banking
Experience
Union Bank October 2009 - Present
Wachovia, A Wells Fargo Company December 2007 - October 2009
Bank of America June 1986 - November 2007
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Management Consulting, Mortgage Lending, Portfolio Management, Relationship Management, Sales, Valuation
Education
University of California, Irvine 1985 — 1989
Bachelor's, Economics
Union Bank October 2009 - Present
Wachovia, A Wells Fargo Company December 2007 - October 2009
Bank of America June 1986 - November 2007
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Management Consulting, Mortgage Lending, Portfolio Management, Relationship Management, Sales, Valuation
Education
University of California, Irvine 1985 — 1989
Bachelor's, Economics
Grace Loi Grace Loi's Union Bank Experience 2005 - 2006
Job Senior HR Associate/Operations at Andersen Tax
Industry Accounting
Experience
Andersen Tax December 2013 - Present
WTAS April 2013 - December 2013
Roger CPA Review October 2012 - April 2013
Roger CPA Review February 2011 - October 2012
Roger CPA Review October 2008 - January 2011
UCLA June 2006 - September 2007
Union Bank 2005 - 2006
Union Bank 2005 - 2006
Skills
Public Speaking, Event Planning, Project Coordination, Teamwork, Sales, College Recruiting, Team Leadership, Internal Controls, Tax, PowerPoint, Leadership, Accounting, Management, Financial Accounting, Marketing, Analysis, Accounts Payable, Outlook, Data Analysis, Access, Microsoft Word, QuickBooks, Microsoft Office, Budgets, Social Media, Data Entry, Microsoft Excel, Marketing Strategy, Customer Service, Project Management, Online Marketing, Social Networking, Financial Statements, Time Management, Finance, Human Resources, Bookkeeping, Financial Analysis, Recruiting
Education
University of California, Los Angeles
Bachelor's of Arts, International Developmental Studies
San Diego State University
Post Bachelor's, Accounting
Andersen Tax December 2013 - Present
WTAS April 2013 - December 2013
Roger CPA Review October 2012 - April 2013
Roger CPA Review February 2011 - October 2012
Roger CPA Review October 2008 - January 2011
UCLA June 2006 - September 2007
Union Bank 2005 - 2006
Union Bank 2005 - 2006
Skills
Public Speaking, Event Planning, Project Coordination, Teamwork, Sales, College Recruiting, Team Leadership, Internal Controls, Tax, PowerPoint, Leadership, Accounting, Management, Financial Accounting, Marketing, Analysis, Accounts Payable, Outlook, Data Analysis, Access, Microsoft Word, QuickBooks, Microsoft Office, Budgets, Social Media, Data Entry, Microsoft Excel, Marketing Strategy, Customer Service, Project Management, Online Marketing, Social Networking, Financial Statements, Time Management, Finance, Human Resources, Bookkeeping, Financial Analysis, Recruiting
Education
University of California, Los Angeles
Bachelor's of Arts, International Developmental Studies
San Diego State University
Post Bachelor's, Accounting
Matthew Mendoza Matthew Mendoza's Union Bank Experience August 2011 - December 2014
Job Finance Manager Credit at First American Financial Corporation
Industry Banking
Experience
First American Financial Corporation January 2015 - Present
Union Bank August 2011 - December 2014
CommerceWest Bank July 2010 - July 2011
Independence Bank July 2008 - May 2010
Capital Group May 2007 - March 2008
Skills
Accounting, Taxation, Enrolled Agent, Financial Modeling, Financial Analysis, Banking, Credit, Budgeting, Forecasting, QuickBooks, Drake Tax Software, Small Business Lending, Due Diligence
Education
Pursuing CPA and MS in Accounting
University of California, Irvine 2002 — 2006
Bachelor's Degree, Economics/Minor in Business Management
Ocean View High School
First American Financial Corporation January 2015 - Present
Union Bank August 2011 - December 2014
CommerceWest Bank July 2010 - July 2011
Independence Bank July 2008 - May 2010
Capital Group May 2007 - March 2008
Skills
Accounting, Taxation, Enrolled Agent, Financial Modeling, Financial Analysis, Banking, Credit, Budgeting, Forecasting, QuickBooks, Drake Tax Software, Small Business Lending, Due Diligence
Education
Pursuing CPA and MS in Accounting
University of California, Irvine 2002 — 2006
Bachelor's Degree, Economics/Minor in Business Management
Ocean View High School
Lynne (Weinberger) Sullivan Lynne (Weinberger) Sullivan's Union Bank Experience July 1982 - 1985
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank May 2006 - Present
Touchstone Development January 1988 - March 1992
Zelman Development Company 1985 - 1987
Union Bank July 1982 - 1985
Continental Bank 1980 - 1982
Skills
Banking, Commercial Mortgages, Asset Management and..., Commercial Real Estate, Real Estate Finance, Asset Managment, Real Estate Economics, Real Estate
Education
UCLA
BA, Economics
USC Marshall School of Business
Master of Business Administration (MBA), Real Estate Finance
City National Bank May 2006 - Present
Touchstone Development January 1988 - March 1992
Zelman Development Company 1985 - 1987
Union Bank July 1982 - 1985
Continental Bank 1980 - 1982
Skills
Banking, Commercial Mortgages, Asset Management and..., Commercial Real Estate, Real Estate Finance, Asset Managment, Real Estate Economics, Real Estate
Education
UCLA
BA, Economics
USC Marshall School of Business
Master of Business Administration (MBA), Real Estate Finance
Sharon Fisher Sharon Fisher's Union Bank Experience 1996 - 1998
Job I'm retired from the corporate world effective June 30, 2014
Industry Leisure, Travel & Tourism
Experience
EDIS CORP. (EVERY DAY IS SATURDAY!) June 2014 - Present
Bank of the West November 2000 - June 2014
Wells Fargo Bank 1998 - 2000
Union Bank 1996 - 1998
The Irvine Company 1983 - 1995
Skills
Real Estate Economics, Loans, Commercial Mortgages, Real Estate, Real Estate Financing, Loan Origination, Underwriting, Commercial Real Estate, Asset Management, Mortgage Lending, Portfolio Management, Credit Analysis, Disposition, Commercial Banking, Financial Structuring, Structured Finance
Education
University of California, Los Angeles
BA, Political Science
EDIS CORP. (EVERY DAY IS SATURDAY!) June 2014 - Present
Bank of the West November 2000 - June 2014
Wells Fargo Bank 1998 - 2000
Union Bank 1996 - 1998
The Irvine Company 1983 - 1995
Skills
Real Estate Economics, Loans, Commercial Mortgages, Real Estate, Real Estate Financing, Loan Origination, Underwriting, Commercial Real Estate, Asset Management, Mortgage Lending, Portfolio Management, Credit Analysis, Disposition, Commercial Banking, Financial Structuring, Structured Finance
Education
University of California, Los Angeles
BA, Political Science
Greg Buscher Greg Buscher's Union Bank Experience 1981 - 1982
Job CFO at Essentia Water
Industry Consumer Goods
Experience
Essentia Water April 2014 - Present
Neurobrands LLC. (Drink Neuro) September 2011 - April 2014
JANUS et Cie 2007 - April 2011
Consumer Products Companies 1995 - 2007
Consumer Goods Companies 1985 - 1995
Union Bank 1981 - 1982
Skills
Strategic Planning, Mergers, Contract Negotiation, Team Leadership, Budgets, New Business Development, Forecasting, Team Building, Private Equity, Financial Analysis, Management, Mergers & Acquisitions, Business Strategy, Sales Operations, Process Improvement, Entrepreneurship, Managerial Finance, Risk Management, Leadership, Finance, Business Planning, P&L Management, Manufacturing, Pricing, Executive Management, Start-ups, P&L, Negotiation, Strategy, Due Diligence
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Emphasis in finance
Essentia Water April 2014 - Present
Neurobrands LLC. (Drink Neuro) September 2011 - April 2014
JANUS et Cie 2007 - April 2011
Consumer Products Companies 1995 - 2007
Consumer Goods Companies 1985 - 1995
Union Bank 1981 - 1982
Skills
Strategic Planning, Mergers, Contract Negotiation, Team Leadership, Budgets, New Business Development, Forecasting, Team Building, Private Equity, Financial Analysis, Management, Mergers & Acquisitions, Business Strategy, Sales Operations, Process Improvement, Entrepreneurship, Managerial Finance, Risk Management, Leadership, Finance, Business Planning, P&L Management, Manufacturing, Pricing, Executive Management, Start-ups, P&L, Negotiation, Strategy, Due Diligence
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Emphasis in finance
Wanda Guttas Wanda Guttas's Union Bank Experience April 1986 - September 2013
Job Director/Trustee at University of Notre Dame de Namur
Industry Financial Services
Experience
University of Notre Dame de Namur August 2013 - Present
Union Bank April 1986 - September 2013
Education
UC Irvine 1976 — 1980
BS, Biology/Biological Sciences, General
University of Notre Dame de Namur August 2013 - Present
Union Bank April 1986 - September 2013
Education
UC Irvine 1976 — 1980
BS, Biology/Biological Sciences, General
Edward Eng Edward Eng's Union Bank Experience January 2006 - August 2013
Job Vice President, Director of Business Intelligence at California Republic Bank
Industry Financial Services
Experience
California Republic Bank October 2014 - Present
Green Dot Corporation August 2013 - September 2014
Union Bank January 2006 - August 2013
IT consultant Self Employed February 2004 - December 2005
Lucent Technologies March 2000 - May 2003
Nexgenix July 1998 - August 1999
Phoenix Technologies June 1997 - April 1998
Skills
SQL, Data Warehousing, Data Modeling, Business Intelligence, Project Management, Data Quality, Business Objects, Reporting & Analysis, Ad Hoc Reporting, Business Requirements, Data Profiling, Oracle, Customer Service..., Acquisition Integration, Financial Regulation, Anti Money Laundering, Data Warehouse..., Database Design, SDLC, Microsoft SQL Server, Analytics, ETL, Dimensional Modeling, Business Analysis, Requirements Analysis, Enterprise Software
Education
University of California, Irvine 1994 — 1998
Bachelor of Science (B.S.), Information & Computer Science
California Republic Bank October 2014 - Present
Green Dot Corporation August 2013 - September 2014
Union Bank January 2006 - August 2013
IT consultant Self Employed February 2004 - December 2005
Lucent Technologies March 2000 - May 2003
Nexgenix July 1998 - August 1999
Phoenix Technologies June 1997 - April 1998
Skills
SQL, Data Warehousing, Data Modeling, Business Intelligence, Project Management, Data Quality, Business Objects, Reporting & Analysis, Ad Hoc Reporting, Business Requirements, Data Profiling, Oracle, Customer Service..., Acquisition Integration, Financial Regulation, Anti Money Laundering, Data Warehouse..., Database Design, SDLC, Microsoft SQL Server, Analytics, ETL, Dimensional Modeling, Business Analysis, Requirements Analysis, Enterprise Software
Education
University of California, Irvine 1994 — 1998
Bachelor of Science (B.S.), Information & Computer Science
Quenby Morrow Quenby Morrow's Union Bank Experience April 2014 - Present
Job Vendor Risk Project Manager at Union Bank
Industry Information Technology and Services
Experience
Union Bank April 2014 - Present
Union Bank October 2013 - April 2014
Wells Fargo April 2013 - June 2013
Kaiser Permanente January 2011 - October 2012
Renewable Funding, LLC February 2010 - March 2010
Dolby September 2003 - May 2009
Skybridge International September 1997 - December 2000
Clorox April 1995 - April 1997
Walker Interactive Systems September 1992 - April 1995
Deloitte & Touche May 1988 - September 1992
Skills
Strategic Leadership, CRM, Software Development..., Project Management, Program Management, HRIS, ERP, Budgets, Forecasting, Contract Management, Business Strategy, Process Improvement, Management, Integration, Leadership, Information Technology, Agile Methodologies, SaaS, PMP, Business Intelligence, Outsourcing, Strategy, Start-ups, PMO, Project Planning, Analysis, ITIL, Software Development, Business Process, Vendor Management, Business Process..., Project Portfolio..., Cross-functional Team..., Consulting, Business Analysis, IT Strategy, SDLC, Enterprise Software, Software Project..., Change Management, Product Management, IT Management
Education
University of California, Los Angeles
BA, Economics, Cum Laude
Union Bank April 2014 - Present
Union Bank October 2013 - April 2014
Wells Fargo April 2013 - June 2013
Kaiser Permanente January 2011 - October 2012
Renewable Funding, LLC February 2010 - March 2010
Dolby September 2003 - May 2009
Skybridge International September 1997 - December 2000
Clorox April 1995 - April 1997
Walker Interactive Systems September 1992 - April 1995
Deloitte & Touche May 1988 - September 1992
Skills
Strategic Leadership, CRM, Software Development..., Project Management, Program Management, HRIS, ERP, Budgets, Forecasting, Contract Management, Business Strategy, Process Improvement, Management, Integration, Leadership, Information Technology, Agile Methodologies, SaaS, PMP, Business Intelligence, Outsourcing, Strategy, Start-ups, PMO, Project Planning, Analysis, ITIL, Software Development, Business Process, Vendor Management, Business Process..., Project Portfolio..., Cross-functional Team..., Consulting, Business Analysis, IT Strategy, SDLC, Enterprise Software, Software Project..., Change Management, Product Management, IT Management
Education
University of California, Los Angeles
BA, Economics, Cum Laude
Junko Nagai's Union Bank Experience May 2009 - January 2011
Job Financial Advisor at BancWest Investment Service
Industry Financial Services
Experience
BancWest Investment Service January 2011 - Present
Union Bank May 2009 - January 2011
Morgan Stanley April 2006 - April 2009
Morgan Stanley- Global Wealth Management Group April 2006 - April 2009
Morgan Stanley Smith Barney 2007 - 2009
Catalyst Pharmaceutical Research September 2001 - March 2006
NHK April 1999 - March 2001
Education
University of California, Los Angeles 2003 — 2005
BA
BancWest Investment Service January 2011 - Present
Union Bank May 2009 - January 2011
Morgan Stanley April 2006 - April 2009
Morgan Stanley- Global Wealth Management Group April 2006 - April 2009
Morgan Stanley Smith Barney 2007 - 2009
Catalyst Pharmaceutical Research September 2001 - March 2006
NHK April 1999 - March 2001
Education
University of California, Los Angeles 2003 — 2005
BA
John Brictson John Brictson's Union Bank Experience August 2015 - Present
Job Assistant Vice President, Consumer Lending CCAR Financial Analyst at Union Bank
Industry Financial Services
Experience
Union Bank August 2015 - Present
Labrador Capital January 2015 - July 2015
Headwaters MB March 2015 - June 2015
UC Irvine October 2014 - June 2015
Roth Capital Partners April 2014 - March 2015
The Law Office of Timothy L. Brictson September 2012 - October 2013
AKT CPAs, Advisors, Consultants November 2010 - September 2012
TGG Accounting February 2010 - November 2010
Leaf & Cole, LLP June 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, Financial Audits, Cross-functional Team..., Teamwork, Finance, Auditing, Financial Accounting, Marketing, Strategic Planning, Statistics, Property Management, Argus Modeling, Microsoft Excel, Data Analysis, Valuation, Due Diligence, Financial Reporting, CPA
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Cruz 2006 — 2009
Bachelor of Arts (BA), Business Management Economics with an emphasis in accounting
The Bishop's School
High School
Union Bank August 2015 - Present
Labrador Capital January 2015 - July 2015
Headwaters MB March 2015 - June 2015
UC Irvine October 2014 - June 2015
Roth Capital Partners April 2014 - March 2015
The Law Office of Timothy L. Brictson September 2012 - October 2013
AKT CPAs, Advisors, Consultants November 2010 - September 2012
TGG Accounting February 2010 - November 2010
Leaf & Cole, LLP June 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, Financial Audits, Cross-functional Team..., Teamwork, Finance, Auditing, Financial Accounting, Marketing, Strategic Planning, Statistics, Property Management, Argus Modeling, Microsoft Excel, Data Analysis, Valuation, Due Diligence, Financial Reporting, CPA
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Cruz 2006 — 2009
Bachelor of Arts (BA), Business Management Economics with an emphasis in accounting
The Bishop's School
High School
Seth Yakatan Seth Yakatan's Union Bank Experience 1996 - 2001
Job Partner at Katan Associates, Inc. / Business Development Officer Invion, Limited
Industry Biotechnology
Experience
Invion Limited August 2012 - Present
Katan Associates, Inc. April 2001 - Present
Union Bank 1996 - 2001
Sureste Venture Management 1993 - 1994
Skills
Mergers, Life Sciences, Licensing, Valuation, Private Equity, Lifesciences
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
MBA, Finance
University of Denver 1988 — 1992
BA, History / Public Affairs
Invion Limited August 2012 - Present
Katan Associates, Inc. April 2001 - Present
Union Bank 1996 - 2001
Sureste Venture Management 1993 - 1994
Skills
Mergers, Life Sciences, Licensing, Valuation, Private Equity, Lifesciences
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
MBA, Finance
University of Denver 1988 — 1992
BA, History / Public Affairs
Frank Bruno Frank Bruno's Union Bank Experience January 2008 - February 2012
Job Divisional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
Kevin Nesby Kevin Nesby's Union Bank Experience October 2001 - February 2008
Job Operational Service Manager of Integration at Southern California Edison
Industry Utilities
Experience
Southern California Edison June 2013 - Present
Southern California Edison June 2008 - Present
Union Bank October 2001 - February 2008
Baxter Healthcare Corp August 1999 - March 2001
Oracle Corp July 1998 - July 1999
California Federal Bank August 1996 - July 1998
Nicholas-Applegate Capital Management September 1994 - July 1996
United States Marine Corp December 1983 - December 1987
Skills
Business Process..., Program Management, Project Management, Business Analysis, PMO, Process Improvement, Business Process, Visio, Energy, Risk Management, Project Portfolio..., SDLC, Cross-functional Team..., Project Planning, Integration, Vendor Management, Management, Strategy, Software Documentation, Budgets, Requirements Gathering, CRM, Analysis, PMP, ERP, Access
Education
San Diego State University
Bachelor of Science, Finance
UC Irvine
Certificate, Project Management
University of LaVerne
MBA, Information Systems (2014)
Southern California Edison June 2013 - Present
Southern California Edison June 2008 - Present
Union Bank October 2001 - February 2008
Baxter Healthcare Corp August 1999 - March 2001
Oracle Corp July 1998 - July 1999
California Federal Bank August 1996 - July 1998
Nicholas-Applegate Capital Management September 1994 - July 1996
United States Marine Corp December 1983 - December 1987
Skills
Business Process..., Program Management, Project Management, Business Analysis, PMO, Process Improvement, Business Process, Visio, Energy, Risk Management, Project Portfolio..., SDLC, Cross-functional Team..., Project Planning, Integration, Vendor Management, Management, Strategy, Software Documentation, Budgets, Requirements Gathering, CRM, Analysis, PMP, ERP, Access
Education
San Diego State University
Bachelor of Science, Finance
UC Irvine
Certificate, Project Management
University of LaVerne
MBA, Information Systems (2014)
Lisa Gundersen Lisa Gundersen's Union Bank Experience May 2001 - April 2004
Job Director of Marketing at Ivar's Displays
Industry Business Supplies and Equipment
Experience
Ivar's Displays June 2004 - Present
Union Bank May 2001 - April 2004
Lowe's Home Improvement 2003 - 2004
Gulliver's Restaurant 2000 - 2001
Skills
Retail, Customer Service, Sales, Team Building, Sales Operations, Sales Management, Strategic Planning, Account Management, New Business Development, Forecasting, Marketing Strategy, Marketing, P&L Management, Cross-functional Team..., Leadership, Business Development, Pricing, Management, Competitive Analysis, Product Marketing, P&L, Market Planning, Direct Sales, Sales Presentations, Key Account Management, Strategy, Sales Process, Merchandising
Education
EMT Certification-LA County 2004 — 2005
Emergency Medical Technology/Technician (EMT Paramedic)
University of California, Irvine 2000 — 2004
Social Science & English
Ayala High School 1997 — 2000
Scholar Athlete, General & Advanced Placement
University of Southern California - Marshall School of Business
Marshall School Of Business, Food Industry Management
Ivar's Displays June 2004 - Present
Union Bank May 2001 - April 2004
Lowe's Home Improvement 2003 - 2004
Gulliver's Restaurant 2000 - 2001
Skills
Retail, Customer Service, Sales, Team Building, Sales Operations, Sales Management, Strategic Planning, Account Management, New Business Development, Forecasting, Marketing Strategy, Marketing, P&L Management, Cross-functional Team..., Leadership, Business Development, Pricing, Management, Competitive Analysis, Product Marketing, P&L, Market Planning, Direct Sales, Sales Presentations, Key Account Management, Strategy, Sales Process, Merchandising
Education
EMT Certification-LA County 2004 — 2005
Emergency Medical Technology/Technician (EMT Paramedic)
University of California, Irvine 2000 — 2004
Social Science & English
Ayala High School 1997 — 2000
Scholar Athlete, General & Advanced Placement
University of Southern California - Marshall School of Business
Marshall School Of Business, Food Industry Management
Glenn Snyder Glenn Snyder's Union Bank Experience July 1995 - August 1998
Job Director Business Strategy & Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - March 2014
Visa January 2010 - January 2011
Visa January 2006 - January 2010
San Francisco State University August 2002 - June 2007
Franklin Templeton Investments June 2000 - January 2006
Franklin Templeton Investments August 1998 - June 2000
Union Bank July 1995 - August 1998
Skills
Strategic Financial..., Strategy, Analytics, Forecasting, Competitive Analysis, Finance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Budgets, Analysis, Management, Pricing, Budgeting, Excel, PowerPoint, Credit, Microsoft Office, Access, SAS, PeopleSoft, Market Analysis, Word, Trend, Profitability Analysis, Supervisory Skills, Financial Planning, Corporate Finance, P&L, Business Strategy, Financial Services, Leadership
Education
University of San Francisco 1999 — 2001
MBA, International Business & Finance
University of California, Los Angeles 1991 — 1995
BA, International Economics
Novato High School
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - March 2014
Visa January 2010 - January 2011
Visa January 2006 - January 2010
San Francisco State University August 2002 - June 2007
Franklin Templeton Investments June 2000 - January 2006
Franklin Templeton Investments August 1998 - June 2000
Union Bank July 1995 - August 1998
Skills
Strategic Financial..., Strategy, Analytics, Forecasting, Competitive Analysis, Finance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Budgets, Analysis, Management, Pricing, Budgeting, Excel, PowerPoint, Credit, Microsoft Office, Access, SAS, PeopleSoft, Market Analysis, Word, Trend, Profitability Analysis, Supervisory Skills, Financial Planning, Corporate Finance, P&L, Business Strategy, Financial Services, Leadership
Education
University of San Francisco 1999 — 2001
MBA, International Business & Finance
University of California, Los Angeles 1991 — 1995
BA, International Economics
Novato High School
Craig Sandberg's Union Bank Experience July 2003 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank July 2003 - Present
Union Bank March 2001 - June 2003
Union Bank November 1997 - February 2001
Union Bank June 1995 - October 1997
Union Bank January 1994 - May 1995
Skills
Commercial Lending, Asset Based Lending, Banking, Credit, Credit Analysis, Underwriting, Portfolio Management, Commercial Banking, Commercial Mortgages, Lines Of Credit
Education
University of California, Irvine 1991 — 1993
B.A., Economics
Union Bank July 2003 - Present
Union Bank March 2001 - June 2003
Union Bank November 1997 - February 2001
Union Bank June 1995 - October 1997
Union Bank January 1994 - May 1995
Skills
Commercial Lending, Asset Based Lending, Banking, Credit, Credit Analysis, Underwriting, Portfolio Management, Commercial Banking, Commercial Mortgages, Lines Of Credit
Education
University of California, Irvine 1991 — 1993
B.A., Economics
Angela Giamos's Union Bank Experience 1980 - 1990
Job Realtor Associate at RE/MAX Estate Properties
Industry Real Estate
Experience
RE/MAX Estate Properties November 1994 - Present
G&P Bookkeeping & Tax Service January 1991 - Present
Union Bank 1980 - 1990
Skills
Tax Preparation, Bookkeeping, QuickBooks, Real Estate, REO, Short Sales, Sellers, SFR, Investment Properties, Small Business, Foreclosures, Real Estate Transactions, 1031 Exchanges, Investors, Income Properties, Buyers, Single Family Homes, Relocation, Listings, Move Up Buyers, Buyer Representation, Referrals, Real Property, Condos, First Time Home Buyers, Relocation Buyers, New Home Sales
Education
University of California, Los Angeles 1977 — 1980
RE/MAX Estate Properties November 1994 - Present
G&P Bookkeeping & Tax Service January 1991 - Present
Union Bank 1980 - 1990
Skills
Tax Preparation, Bookkeeping, QuickBooks, Real Estate, REO, Short Sales, Sellers, SFR, Investment Properties, Small Business, Foreclosures, Real Estate Transactions, 1031 Exchanges, Investors, Income Properties, Buyers, Single Family Homes, Relocation, Listings, Move Up Buyers, Buyer Representation, Referrals, Real Property, Condos, First Time Home Buyers, Relocation Buyers, New Home Sales
Education
University of California, Los Angeles 1977 — 1980
George Padilla George Padilla's Union Bank Experience December 2013 - May 2015
Job Vice Presdient Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank December 2013 - May 2015
Bank of America October 2011 - October 2013
Bank of America 1996 - 2011
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Cash Management, Small Business Lending, Real Estate, Strategic Planning, Treasury Management, Loan Origination, Credit Risk, Consumer Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Mortgage Banking, Relationship Management, Cross Selling
Education
University of California, Los Angeles
Union Bank December 2013 - May 2015
Bank of America October 2011 - October 2013
Bank of America 1996 - 2011
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Cash Management, Small Business Lending, Real Estate, Strategic Planning, Treasury Management, Loan Origination, Credit Risk, Consumer Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Mortgage Banking, Relationship Management, Cross Selling
Education
University of California, Los Angeles
Scott Grobert Scott Grobert's Union Bank Experience 2010 - 2012
Job Account Executive at Elavon, Inc.
Industry Financial Services
Experience
Elavon, Inc. October 2014 - Present
Union Bank 2010 - 2012
Chase 2007 - 2010
Wells Fargo Bank 1999 - 2005
Skills
Consumer Lending
Education
UCLA 1981 — 1986
Bachelor's degree, History
Elavon, Inc. October 2014 - Present
Union Bank 2010 - 2012
Chase 2007 - 2010
Wells Fargo Bank 1999 - 2005
Skills
Consumer Lending
Education
UCLA 1981 — 1986
Bachelor's degree, History
Clara Yoo Clara Yoo's Union Bank Experience June 2012 - September 2012
Job Human Resources Administrator at RGP
Industry Human Resources
Experience
RGP June 2014 - Present
RGP April 2013 - June 2014
UC Irvine February 2011 - April 2013
Union Bank June 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Social Media, Access, Customer Service, Data Analysis, Research, Social Networking
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Cognitive Psychology
UC Center Rome, Italy 2011 — 2012
RGP June 2014 - Present
RGP April 2013 - June 2014
UC Irvine February 2011 - April 2013
Union Bank June 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Social Media, Access, Customer Service, Data Analysis, Research, Social Networking
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Cognitive Psychology
UC Center Rome, Italy 2011 — 2012
Christine Cheski Clute Christine Cheski Clute's Union Bank Experience December 2013 - Present
Job Credit Process Manager at Union Bank
Industry Financial Services
Experience
Union Bank December 2013 - Present
Union Bank February 2013 - December 2013
Thomas Seaman Company December 2008 - February 2013
Lehman Brothers Bank December 2005 - October 2008
Valensi Rose, PLC June 2003 - September 2005
Reinstein & Calkins, APLC April 2001 - June 2003
Skills
Finance, Risk Management, Legal Writing, Loans, Real Estate, Credit, Due Diligence, Credit Analysis, Underwriting, Mortgage Lending, Financial Analysis, Asset Management, Financial Structuring, Commercial Lending, Funding, Commercial Banking, Accounting, Commercial Mortgages, Portfolio Management, Mergers & Acquisitions
Education
University of California, Los Angeles 1997 — 2001
Political Science
Union Bank December 2013 - Present
Union Bank February 2013 - December 2013
Thomas Seaman Company December 2008 - February 2013
Lehman Brothers Bank December 2005 - October 2008
Valensi Rose, PLC June 2003 - September 2005
Reinstein & Calkins, APLC April 2001 - June 2003
Skills
Finance, Risk Management, Legal Writing, Loans, Real Estate, Credit, Due Diligence, Credit Analysis, Underwriting, Mortgage Lending, Financial Analysis, Asset Management, Financial Structuring, Commercial Lending, Funding, Commercial Banking, Accounting, Commercial Mortgages, Portfolio Management, Mergers & Acquisitions
Education
University of California, Los Angeles 1997 — 2001
Political Science
Robert Kahn Robert Kahn's Union Bank Experience July 2013 - Present
Job Senior Vice President at Union Bank
Industry Banking
Experience
Union Bank July 2013 - Present
Union Bank May 2003 - Present
Union Bank May 2003 - September 2010
California Bank & Trust February 1999 - April 2003
Union Bank March 1998 - February 1999
Manufacturers Bank March 1996 - March 1998
Wells Fargo March 1994 - March 1996
Metropolitan Service Corporation August 1991 - March 1994
Skills
Strategic Planning, Sales Management, Business Relationship..., Private Equity, Finance, Financial Modeling, Business Strategy, Credit, Risk Management, Portfolio Management, Business Planning, Budgets, Forecasting, Account Management, Corporate Finance, Asset Based Lending, Negotiation
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Union Bank July 2013 - Present
Union Bank May 2003 - Present
Union Bank May 2003 - September 2010
California Bank & Trust February 1999 - April 2003
Union Bank March 1998 - February 1999
Manufacturers Bank March 1996 - March 1998
Wells Fargo March 1994 - March 1996
Metropolitan Service Corporation August 1991 - March 1994
Skills
Strategic Planning, Sales Management, Business Relationship..., Private Equity, Finance, Financial Modeling, Business Strategy, Credit, Risk Management, Portfolio Management, Business Planning, Budgets, Forecasting, Account Management, Corporate Finance, Asset Based Lending, Negotiation
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Megan Williams, PMP Megan Williams, PMP's Union Bank Experience July 2013 - December 2013
Job ICD10 PROGRAM MANAGER. Sr. Project Manager Strategic Services PMO
Industry Hospital & Health Care
Experience
St. Joseph Health December 2013 - Present
Union Bank July 2013 - December 2013
Union Bank April 2011 - December 2013
Union Bank May 2010 - October 2010
Union Bank February 2005 - April 2010
Skills
Process Improvement, Program Management, Banking, Project Management, Commercial Banking, Coaching, Credit, Management, Loans, Recruiting, Commercial Lending, Consumer Lending, Human Resources, Analysis, Business Process...
Education
UC Irvine 2011 — 2012
Purchasing, Procurement/Acquisitions and Contracts Management, 3.84
University of California, Irvine 2002 — 2005
B.A, Criminology, Law, and Society
St. Joseph Health December 2013 - Present
Union Bank July 2013 - December 2013
Union Bank April 2011 - December 2013
Union Bank May 2010 - October 2010
Union Bank February 2005 - April 2010
Skills
Process Improvement, Program Management, Banking, Project Management, Commercial Banking, Coaching, Credit, Management, Loans, Recruiting, Commercial Lending, Consumer Lending, Human Resources, Analysis, Business Process...
Education
UC Irvine 2011 — 2012
Purchasing, Procurement/Acquisitions and Contracts Management, 3.84
University of California, Irvine 2002 — 2005
B.A, Criminology, Law, and Society
Michelle Tang Michelle Tang's Union Bank Experience 2005 - 2006
Job Results oriented technology leader with extensive experience as a business strategist and manager
Industry Information Technology and Services
Experience
BeyondSoft August 2012 - Present
Perficient February 2008 - August 2012
Irvine Company 2006 - 2008
Union Bank 2005 - 2006
Homestore 2004 - 2005
IBM Global Services (PricewaterhouseCoopers Management Consulting Services) 1999 - 2004
Skills
IT Strategy, Project Management, Client Relationship..., Vendor Management, Consulting, Program Management, CRM, SharePoint, Agile Methodologies, Open Source Technology, Enterprise Security, Business Analysis, General Management, IT Operations, Resource Management, Business Intelligence, Open Source Software, SDLC, PMP, Management, Software Project..., Enterprise Architecture, Requirements Analysis, PMO
Education
University of Southern California 2008 — 2010
MBA
University of California, Los Angeles
BA, International Economics
BeyondSoft August 2012 - Present
Perficient February 2008 - August 2012
Irvine Company 2006 - 2008
Union Bank 2005 - 2006
Homestore 2004 - 2005
IBM Global Services (PricewaterhouseCoopers Management Consulting Services) 1999 - 2004
Skills
IT Strategy, Project Management, Client Relationship..., Vendor Management, Consulting, Program Management, CRM, SharePoint, Agile Methodologies, Open Source Technology, Enterprise Security, Business Analysis, General Management, IT Operations, Resource Management, Business Intelligence, Open Source Software, SDLC, PMP, Management, Software Project..., Enterprise Architecture, Requirements Analysis, PMO
Education
University of Southern California 2008 — 2010
MBA
University of California, Los Angeles
BA, International Economics
Seaver Lam's Union Bank Experience May 2010 - September 2010
Job Technical Project Manager at Acorns
Industry Information Technology and Services
Experience
Sleepy Giant Entertainment February 2014 - December 2014
Mitchell International April 2012 - February 2014
Medata Inc. March 2011 - March 2012
Union Bank May 2010 - September 2010
Skills
Project Management, SharePoint, Microsoft Office, MS Project, Agile Methodologies, Agile Project Management, Software Project..., SDLC, Business Analysis, Business Intelligence, Integration, Salesforce.com, SaaS, SQL, Microsoft Office..., Basecamp, Start-ups, Release Management, Scrum
Education
UC Irvine 2007 — 2011
BA, Business Economics
Sleepy Giant Entertainment February 2014 - December 2014
Mitchell International April 2012 - February 2014
Medata Inc. March 2011 - March 2012
Union Bank May 2010 - September 2010
Skills
Project Management, SharePoint, Microsoft Office, MS Project, Agile Methodologies, Agile Project Management, Software Project..., SDLC, Business Analysis, Business Intelligence, Integration, Salesforce.com, SaaS, SQL, Microsoft Office..., Basecamp, Start-ups, Release Management, Scrum
Education
UC Irvine 2007 — 2011
BA, Business Economics
Ken Kuwabara Ken Kuwabara's Union Bank Experience June 2012 - May 2014
Job Regional Sales Manager CA, WA, NV, AZ, TX
Industry Real Estate
Experience
PlanOmatic May 2014 - Present
Media Cliques April 2013 - May 2014
Union Bank June 2012 - May 2014
CarMax May 2010 - June 2012
Self Employed Business Development and Consultant 2008 - 2010
Countrywide Home Loans February 2006 - February 2008
Skills
Project Finance, Consulting, Asset, Investment Properties, Financial Analysis, Business Analysis, Social Media Marketing, Business Development, New Business Development, Real Estate, Start-ups, Finance
Education
UCLA 1994 — 1998
Bachelor's degree, Business Economics, Marketing Specialization
PlanOmatic May 2014 - Present
Media Cliques April 2013 - May 2014
Union Bank June 2012 - May 2014
CarMax May 2010 - June 2012
Self Employed Business Development and Consultant 2008 - 2010
Countrywide Home Loans February 2006 - February 2008
Skills
Project Finance, Consulting, Asset, Investment Properties, Financial Analysis, Business Analysis, Social Media Marketing, Business Development, New Business Development, Real Estate, Start-ups, Finance
Education
UCLA 1994 — 1998
Bachelor's degree, Business Economics, Marketing Specialization
Karen Clemens Karen Clemens's Union Bank Experience April 2015 - Present
Job Vice President, Senior Compliance Officer at Union Bank
Industry Human Resources
Experience
Union Bank April 2015 - Present
Dignified Transition Solutions, LLC September 2011 - July 2014
Countrywide/Bank of America November 2005 - September 2011
Karen Clemens Consulting October 1996 - November 2005
Skills
Loans, Mortgage Lending, Financial Services, Credit, Banking, Risk Management, Mortgage Banking, Salesforce.com, Portfolio Management, Sales, Small Business Lending, Underwriting, Relationship Management, Training, Procedure Development, Call Monitoring, Employee Benefits, Customer Service, Leadership, Management, Strategic Planning, Loan Origination
Education
University of California, Los Angeles
Bachelor's Degree, Political Science
Union Bank April 2015 - Present
Dignified Transition Solutions, LLC September 2011 - July 2014
Countrywide/Bank of America November 2005 - September 2011
Karen Clemens Consulting October 1996 - November 2005
Skills
Loans, Mortgage Lending, Financial Services, Credit, Banking, Risk Management, Mortgage Banking, Salesforce.com, Portfolio Management, Sales, Small Business Lending, Underwriting, Relationship Management, Training, Procedure Development, Call Monitoring, Employee Benefits, Customer Service, Leadership, Management, Strategic Planning, Loan Origination
Education
University of California, Los Angeles
Bachelor's Degree, Political Science
Kristin Jang's Union Bank Experience June 2013 - September 2013
Job Credit Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - August 2014
UCLA Anderson School of Management 2013 - 2014
Union Bank June 2013 - September 2013
Applied Medical June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Microsoft Word, Teamwork, Social Media, Research, Outlook, Public Speaking, Banking
Education
University of California, Los Angeles 2011 — 2015
JPMorgan Chase June 2014 - August 2014
UCLA Anderson School of Management 2013 - 2014
Union Bank June 2013 - September 2013
Applied Medical June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Microsoft Word, Teamwork, Social Media, Research, Outlook, Public Speaking, Banking
Education
University of California, Los Angeles 2011 — 2015
Jack Chao Jack Chao's Union Bank Experience July 2013 - August 2014
Job Mortgage Associate at HSBC
Industry Financial Services
Experience
HSBC December 2014 - Present
Bank of America August 2014 - December 2014
Union Bank July 2013 - August 2014
HomeBridge Financial Services, Inc. 2011 - 2013
Wells Fargo 2009 - 2011
Skills
Mortgage Lending, Residential Mortgages, Investment Properties, Home Equity Loans, Mortgage Industry, Single Family Homes, Second Home, Loans, Refinance, FHA, Credit, Loan Origination, Mortgage Banking, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS)
HSBC December 2014 - Present
Bank of America August 2014 - December 2014
Union Bank July 2013 - August 2014
HomeBridge Financial Services, Inc. 2011 - 2013
Wells Fargo 2009 - 2011
Skills
Mortgage Lending, Residential Mortgages, Investment Properties, Home Equity Loans, Mortgage Industry, Single Family Homes, Second Home, Loans, Refinance, FHA, Credit, Loan Origination, Mortgage Banking, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS)
Michael Dowlan Michael Dowlan's Union Bank Experience 2006 - 2009
Job Founder and Principal, Amazing Happens
Industry Management Consulting
Experience
AMAZING HAPPENS Strategy and Marketing March 2014 - Present
University of Southern California Thornton School of Music July 2010 - September 2013
Union Bank 2006 - 2009
Toyota Financial Savings Bank January 2005 - January 2006
Rebel Organization January 2003 - January 2005
Wells Fargo Small Business 2000 - 2004
Fleet Financial Group, Inc. June 1994 - December 1998
Bank of America July 1979 - July 1994
Skills
Public Relations, Social Media, Press Releases, Strategic Planning, Product Development, Social Media Marketing, Direct Marketing, Digital Media, Lead Generation, Media Relations, Online Marketing, Advertising Management, Online Advertising, Print advertising, Financial Services, Project Management, Project Planning, Scenario Analysis, Business Process..., Marketing Strategy, Marketing Communications, Needs Analysis, Market Needs Analysis, Cost Benefit, Competitive Analysis, Competitive Strategies, Business Solutions..., Preparing Business Cases, Business Requirements, Strategy, Start-ups, Market Research, Product Management, Leadership, Marketing, Management, Analysis, Corporate Communications, Strategic Partnerships
Education
University of Virginia 2001 — 2003
Certificate, Graduate School of Bank Management
UCLA 1983 — 1986
Bachelor's degree, Music Education and Musicology
AMAZING HAPPENS Strategy and Marketing March 2014 - Present
University of Southern California Thornton School of Music July 2010 - September 2013
Union Bank 2006 - 2009
Toyota Financial Savings Bank January 2005 - January 2006
Rebel Organization January 2003 - January 2005
Wells Fargo Small Business 2000 - 2004
Fleet Financial Group, Inc. June 1994 - December 1998
Bank of America July 1979 - July 1994
Skills
Public Relations, Social Media, Press Releases, Strategic Planning, Product Development, Social Media Marketing, Direct Marketing, Digital Media, Lead Generation, Media Relations, Online Marketing, Advertising Management, Online Advertising, Print advertising, Financial Services, Project Management, Project Planning, Scenario Analysis, Business Process..., Marketing Strategy, Marketing Communications, Needs Analysis, Market Needs Analysis, Cost Benefit, Competitive Analysis, Competitive Strategies, Business Solutions..., Preparing Business Cases, Business Requirements, Strategy, Start-ups, Market Research, Product Management, Leadership, Marketing, Management, Analysis, Corporate Communications, Strategic Partnerships
Education
University of Virginia 2001 — 2003
Certificate, Graduate School of Bank Management
UCLA 1983 — 1986
Bachelor's degree, Music Education and Musicology
Bob Mahdavi's Union Bank Experience September 2013 - Present
Job Financial Analyst at Union Bank
Industry Banking
Experience
Union Bank September 2013 - Present
Ernst & Young September 2010 - August 2013
UCLA Academic Advancement Program January 2008 - June 2010
Ernst & Young June 2009 - August 2009
Skills
Financial Reporting, Accounting, Internal Controls, Microsoft Excel, Assurance, Financial Accounting, SEC filings, SOX 404, Financial Services, US GAAP, Financial Statement...
Education
UCLA 2006 — 2010
B.A., Business Economics. Minors in Accounting and Near Eastern Languages and Cultures
Union Bank September 2013 - Present
Ernst & Young September 2010 - August 2013
UCLA Academic Advancement Program January 2008 - June 2010
Ernst & Young June 2009 - August 2009
Skills
Financial Reporting, Accounting, Internal Controls, Microsoft Excel, Assurance, Financial Accounting, SEC filings, SOX 404, Financial Services, US GAAP, Financial Statement...
Education
UCLA 2006 — 2010
B.A., Business Economics. Minors in Accounting and Near Eastern Languages and Cultures
Donna Dang Donna Dang's Union Bank Experience May 2008 - October 2010
Job AVP, Treasury Management Sales Analyst III at City National Bank
Industry Banking
Experience
City National Bank November 2010 - Present
Union Bank May 2008 - October 2010
Union Bank February 2006 - May 2008
National Planning Corporation 2003 - 2005
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Core Banking, Retail Banking, Internet Banking, Relationship Management, Financial Modeling, Deposits, Private Banking, Cross Selling
Education
University of California, Los Angeles
B.A., Political Science - International Relations
City National Bank November 2010 - Present
Union Bank May 2008 - October 2010
Union Bank February 2006 - May 2008
National Planning Corporation 2003 - 2005
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Core Banking, Retail Banking, Internet Banking, Relationship Management, Financial Modeling, Deposits, Private Banking, Cross Selling
Education
University of California, Los Angeles
B.A., Political Science - International Relations
Peggy Roberts Peggy Roberts's Union Bank Experience September 1978 - Present
Job Senior Recruiter at Union Bank
Industry Banking
Experience
Union Bank September 1978 - Present
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, Deferred Compensation, Talent Management, Recruiting, Employee Relations, Internet Recruiting, Taleo, Employer Branding, Succession Planning, HRIS, Sourcing, Employee Engagement, Technical Recruiting, New Hire Orientations, Human Resources, Workforce Planning, Temporary Placement, Interviews, Management, Hiring, Job Descriptions, Building Relationships, Vendor Management, Career Development, Employment Law, Employee Benefits, Permanent Placement, Personnel Management, SPHR, Organizational Design, Staffing Services, Organizational..., Performance Appraisal, PeopleSoft, Benefits Administration, HR Policies, Compensation & Benefit, Training, Performance Management, Recruitment Advertising, Screening, Screening Resumes, Temporary Staffing, Job Coaching, Background Checks, Executive Search, Career Counseling
Education
University of California, Irvine 1992 — 1996
Certificate in HR Management, Human Resources
Union Bank September 1978 - Present
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, Deferred Compensation, Talent Management, Recruiting, Employee Relations, Internet Recruiting, Taleo, Employer Branding, Succession Planning, HRIS, Sourcing, Employee Engagement, Technical Recruiting, New Hire Orientations, Human Resources, Workforce Planning, Temporary Placement, Interviews, Management, Hiring, Job Descriptions, Building Relationships, Vendor Management, Career Development, Employment Law, Employee Benefits, Permanent Placement, Personnel Management, SPHR, Organizational Design, Staffing Services, Organizational..., Performance Appraisal, PeopleSoft, Benefits Administration, HR Policies, Compensation & Benefit, Training, Performance Management, Recruitment Advertising, Screening, Screening Resumes, Temporary Staffing, Job Coaching, Background Checks, Executive Search, Career Counseling
Education
University of California, Irvine 1992 — 1996
Certificate in HR Management, Human Resources
Sindy Yajima Sindy Yajima's Union Bank Experience March 2004 - February 2008
Job Financial Advisor at UnionBanc Investment Services
Industry Financial Services
Experience
University of California, Berkeley May 2014 - November 2014
UnionBanc Investment Services February 2008 - May 2013
Union Bank March 2004 - February 2008
Skills
Series 7, Series 63, California Life &..., Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, College Savings Plans, Equities, Customer Service, Sales, Banking, Investments, Business Development, Management, Finance, Business Strategy
Education
University of California, Los Angeles 2006 — 2007
Certificate Program in Personal Financial Planning
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), Economics/ Japanese Languages & Literature
University of California, Berkeley May 2014 - November 2014
UnionBanc Investment Services February 2008 - May 2013
Union Bank March 2004 - February 2008
Skills
Series 7, Series 63, California Life &..., Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, College Savings Plans, Equities, Customer Service, Sales, Banking, Investments, Business Development, Management, Finance, Business Strategy
Education
University of California, Los Angeles 2006 — 2007
Certificate Program in Personal Financial Planning
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), Economics/ Japanese Languages & Literature
Jay Sandefur Jay Sandefur's Union Bank Experience June 2008 - June 2012
Job Manager Strategic Analysis & Metrics at PRO Unlimited
Industry Information Technology and Services
Experience
PRO Unlimited June 2012 - Present
Union Bank June 2008 - June 2012
Kinecta Federal Credit Union June 2003 - June 2008
The Golden 1 Credit Union September 2001 - June 2003
CalPERS January 2000 - September 2001
Skills
ALM, Portfolio Management, Strategy, Management, Project Management, Strategic Planning, Capital Markets, Valuation, Fixed Income, Investments, Treasury Management, Finance, Analysis, Financial Reporting, Financial Risk
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA, Finance; Business - Finance
PRO Unlimited June 2012 - Present
Union Bank June 2008 - June 2012
Kinecta Federal Credit Union June 2003 - June 2008
The Golden 1 Credit Union September 2001 - June 2003
CalPERS January 2000 - September 2001
Skills
ALM, Portfolio Management, Strategy, Management, Project Management, Strategic Planning, Capital Markets, Valuation, Fixed Income, Investments, Treasury Management, Finance, Analysis, Financial Reporting, Financial Risk
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA, Finance; Business - Finance
Monica Najera's Union Bank Experience April 2012 - Present
Job SVP Surveillance, Strategy & Governance at Union Bank
Industry Banking
Experience
Union Bank April 2012 - Present
Informa Research Services October 2010 - April 2012
Bank of America May 2004 - November 2010
JPMorgan Chase (Washington Mutual) 2001 - 2004
CSC Consulting 2000 - 2001
Nike June 1998 - July 2000
Skills
Compliance, Mystery Shopping, Risk Management, Mortgage Lending, Risk Assessment, Fair Lending, Executive Reporting, SDLC, Banking, Performance Monitoring
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Union Bank April 2012 - Present
Informa Research Services October 2010 - April 2012
Bank of America May 2004 - November 2010
JPMorgan Chase (Washington Mutual) 2001 - 2004
CSC Consulting 2000 - 2001
Nike June 1998 - July 2000
Skills
Compliance, Mystery Shopping, Risk Management, Mortgage Lending, Risk Assessment, Fair Lending, Executive Reporting, SDLC, Banking, Performance Monitoring
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Michael Wunsch Michael Wunsch's Union Bank Experience September 2009 - January 2012
Job Finance, Strategy and Ops, CPA
Industry Automotive
Experience
TrueCar, Inc. January 2012 - Present
Union Bank September 2009 - January 2012
PwC September 2007 - September 2009
Education
UCLA
BA, Business Economics, Minor Accounting
TrueCar, Inc. January 2012 - Present
Union Bank September 2009 - January 2012
PwC September 2007 - September 2009
Education
UCLA
BA, Business Economics, Minor Accounting
Kin Kui Kin Kui's Union Bank Experience February 2014 - Present
Job VP, Senior Product Manager at Union Bank
Industry Banking
Experience
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Radu Coman, MBA Radu Coman, MBA's Union Bank Experience July 2012 - Present
Job Senior Trader Investments at Union Bank
Industry Banking
Experience
Union Bank July 2012 - Present
Union Bank July 2010 - June 2012
Union Bank June 2008 - July 2010
Union Bank January 2005 - May 2008
Merchants Bank of California November 2003 - January 2005
Romanian International Bank October 2002 - October 2003
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
Master of Business Administration, Concentration in Finance
Union Bank July 2012 - Present
Union Bank July 2010 - June 2012
Union Bank June 2008 - July 2010
Union Bank January 2005 - May 2008
Merchants Bank of California November 2003 - January 2005
Romanian International Bank October 2002 - October 2003
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
Master of Business Administration, Concentration in Finance
Nik Chillar's Union Bank Experience 2012 - 2014
Job Real Estate Capital Markets at Opus Bank
Industry Capital Markets
Experience
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Edwige Mesrobian's Union Bank Experience 1981 - 2013
Job SVP Management Reporting Manager at Union Bank
Industry Banking
Experience
Union Bank 1981 - 2013
Skills
Banking, Treasury Management, Financial Risk, Commercial Banking, Credit, Financial Analysis, Credit Risk, Loans, Risk Management, Credit Analysis, Financial Modeling, Retail Banking, Portfolio Management, Basel II, Financial Services, Business Objects, Customer Profitability, Business Intelligence, ALM, Funds Transfer Pricing, Interest Rate Risk...
Education
University of California, Los Angeles
Union Bank 1981 - 2013
Skills
Banking, Treasury Management, Financial Risk, Commercial Banking, Credit, Financial Analysis, Credit Risk, Loans, Risk Management, Credit Analysis, Financial Modeling, Retail Banking, Portfolio Management, Basel II, Financial Services, Business Objects, Customer Profitability, Business Intelligence, ALM, Funds Transfer Pricing, Interest Rate Risk...
Education
University of California, Los Angeles
Laura Rowe's Union Bank Experience 1990 - 1991
Job Vice President, Human Resources (VP, HR) at Saint John's Health Center
Industry Human Resources
Experience
Saint John's Health Center and John Wayne Cancer Institue May 2013 - Present
Live Nation 2008 - June 2013
Sony Pictures Entertainment 1997 - 2008
Fox 1991 - 1997
Union Bank 1990 - 1991
Bank of America 1984 - 1990
Skills
Strategic Human..., Employee Relations, Employee Engagement, Talent Acquisition, Change Management, Organizational..., Acquisition Integration, Training, Labor Relations, Performance Management, Leadership Development, Talent Management, Team Building, EEO/AA Compliance, Internships, Compliance, Employment Law, Executive Coaching, Mergers, Recruiting, HRIS, Personnel Management, Deferred Compensation, Management, Human Resources, Leadership, Mergers & Acquisitions, Onboarding, Succession Planning, Benefits Administration
Education
University of California, Los Angeles
B.A., Psychology
Saint John's Health Center and John Wayne Cancer Institue May 2013 - Present
Live Nation 2008 - June 2013
Sony Pictures Entertainment 1997 - 2008
Fox 1991 - 1997
Union Bank 1990 - 1991
Bank of America 1984 - 1990
Skills
Strategic Human..., Employee Relations, Employee Engagement, Talent Acquisition, Change Management, Organizational..., Acquisition Integration, Training, Labor Relations, Performance Management, Leadership Development, Talent Management, Team Building, EEO/AA Compliance, Internships, Compliance, Employment Law, Executive Coaching, Mergers, Recruiting, HRIS, Personnel Management, Deferred Compensation, Management, Human Resources, Leadership, Mergers & Acquisitions, Onboarding, Succession Planning, Benefits Administration
Education
University of California, Los Angeles
B.A., Psychology
Nader Razavi, CFP®'s Union Bank Experience August 2009 - Present
Job Vice President & Private Wealth Advisor
Industry Investment Management
Experience
UNION BANK August 2009 - Present
Wells Fargo/Wachovia August 2006 - August 2009
Merrill Lynch January 2005 - May 2006
Skills
Certified Financial..., Investments, Banking, Credit, Wealth Management, Series 7, Uniform Combined State..., Commercial Banking, Investment Advisory, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, 401k, Estate Planning, Small Business Lending, Finance, Financial Planning
Education
UCI 1999 — 2003
B.A, Economics
Cannon Financial Institute
Wealth Management
UCI Extension
PFP (Personal Financial Planning)
UNION BANK August 2009 - Present
Wells Fargo/Wachovia August 2006 - August 2009
Merrill Lynch January 2005 - May 2006
Skills
Certified Financial..., Investments, Banking, Credit, Wealth Management, Series 7, Uniform Combined State..., Commercial Banking, Investment Advisory, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, 401k, Estate Planning, Small Business Lending, Finance, Financial Planning
Education
UCI 1999 — 2003
B.A, Economics
Cannon Financial Institute
Wealth Management
UCI Extension
PFP (Personal Financial Planning)
Chico Tan's Union Bank Experience June 2013 - Present
Job Finance Manager
Industry Banking
Experience
Union Bank June 2013 - Present
Bank of America December 2010 - May 2013
Bank of America June 2006 - December 2010
Skills
Financial Analysis, Banking, Loans, Financial Modeling, Mortgage Lending, Finance, Portfolio Management, Forecasting, Mortgage Banking, Process Improvement, Budgets
Education
University of California, Los Angeles 1998 — 2002
Bachelors Degree, Business Economics
Union Bank June 2013 - Present
Bank of America December 2010 - May 2013
Bank of America June 2006 - December 2010
Skills
Financial Analysis, Banking, Loans, Financial Modeling, Mortgage Lending, Finance, Portfolio Management, Forecasting, Mortgage Banking, Process Improvement, Budgets
Education
University of California, Los Angeles 1998 — 2002
Bachelors Degree, Business Economics
Candace Yoshimura's Union Bank Experience October 2014 - Present
Job Vice President, Project Manager at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Bank of America December 2008 - October 2014
Countrywide Bank June 2006 - December 2008
Countrywide Home Loans January 2006 - June 2006
Warner Bros. Entertainment September 2003 - December 2005
Deloitte & Touche LLP May 2001 - September 2003
Education
University of California, Los Angeles
Union Bank October 2014 - Present
Bank of America December 2008 - October 2014
Countrywide Bank June 2006 - December 2008
Countrywide Home Loans January 2006 - June 2006
Warner Bros. Entertainment September 2003 - December 2005
Deloitte & Touche LLP May 2001 - September 2003
Education
University of California, Los Angeles
Mark J. Robertson, Sr.'s Union Bank Experience July 1980 - October 1985
Job President/CEO at Pacific Coast Regional Small Business Development Corporation
Industry Financial Services
Experience
Pacific Coast Regional Small Business Development Corporation December 1991 - Present
Bank of California October 1988 - December 1991
Security Pacific Bank October 1985 - October 1988
Union Bank July 1980 - October 1985
Skills
Strategic Planning, Economic Development, Entrepreneurship, Advertising, Public Speaking, Non-profits, Small Business, Marketing Strategy, Fundraising, Investments, Marketing, Public Relations
Education
University of California, Los Angeles 1975 — 1980
BA, Economics
Pacific Coast Regional Small Business Development Corporation December 1991 - Present
Bank of California October 1988 - December 1991
Security Pacific Bank October 1985 - October 1988
Union Bank July 1980 - October 1985
Skills
Strategic Planning, Economic Development, Entrepreneurship, Advertising, Public Speaking, Non-profits, Small Business, Marketing Strategy, Fundraising, Investments, Marketing, Public Relations
Education
University of California, Los Angeles 1975 — 1980
BA, Economics
Anthony Halim's Union Bank Experience October 2011 - Present
Job VP Financial Analysis Manager, MUFG Union Bank
Industry Accounting
Experience
Union Bank October 2011 - Present
Edo Foundation November 2011 - December 2013
PricewaterhouseCoopers August 2008 - October 2011
UCLA Jonnson Comprehensive Cancer Center March 2006 - March 2008
Pier 1 Imports July 2005 - May 2006
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Reporting, Data Analysis, Budgets, Excel, PowerPoint, Outlook, Word, Project Management
Education
University of California, Los Angeles 2003 — 2008
BS, Neuroscience
Union Bank October 2011 - Present
Edo Foundation November 2011 - December 2013
PricewaterhouseCoopers August 2008 - October 2011
UCLA Jonnson Comprehensive Cancer Center March 2006 - March 2008
Pier 1 Imports July 2005 - May 2006
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Reporting, Data Analysis, Budgets, Excel, PowerPoint, Outlook, Word, Project Management
Education
University of California, Los Angeles 2003 — 2008
BS, Neuroscience
Jim Mather's Union Bank Experience January 2005 - January 2007
Job Chief Lending Officer at Housing Trust Silicon Valley
Industry Commercial Real Estate
Experience
Housing Trust Silicon Valley March 2013 - Present
Merritt Community Capital 2011 - Present
Dignity Housing West 2012 - Present
East Bay Asian Local Development Corporation July 2012 - March 2013
JM Consulting March 2012 - March 2013
U.S. Bank December 2010 - March 2012
Union Bank of California January 2007 - December 2010
Union Bank January 2005 - January 2007
Bank of America 1998 - 2005
County of Alameda 1990 - 1998
Skills
Affordable Housing, Community Development, Redevelopment, Credit, Real Estate Finance, Real Estate Economics, Asset Management, Tax Credits, Real Estate Development, LIHTC, Loans, Real Estate Financing, Finance, Due Diligence, Underwriting, Financial Analysis, Real Estate, Commercial Real Estate, Investments, Real Estate Transactions, Entitlements, Commercial Mortgages, Disposition
Education
University of California, Los Angeles 1985 — 1987
Masters, Architecture and Urban Planning
Yale University 1976 — 1980
Housing Trust Silicon Valley March 2013 - Present
Merritt Community Capital 2011 - Present
Dignity Housing West 2012 - Present
East Bay Asian Local Development Corporation July 2012 - March 2013
JM Consulting March 2012 - March 2013
U.S. Bank December 2010 - March 2012
Union Bank of California January 2007 - December 2010
Union Bank January 2005 - January 2007
Bank of America 1998 - 2005
County of Alameda 1990 - 1998
Skills
Affordable Housing, Community Development, Redevelopment, Credit, Real Estate Finance, Real Estate Economics, Asset Management, Tax Credits, Real Estate Development, LIHTC, Loans, Real Estate Financing, Finance, Due Diligence, Underwriting, Financial Analysis, Real Estate, Commercial Real Estate, Investments, Real Estate Transactions, Entitlements, Commercial Mortgages, Disposition
Education
University of California, Los Angeles 1985 — 1987
Masters, Architecture and Urban Planning
Yale University 1976 — 1980
Debbie (Skobba) Franco's Union Bank Experience 2011 - 2014
Job AVP/Administration Officer at First Choice Bank in California
Industry Environmental Services
Experience
First Choice Bank in California September 2014 - Present
Proteus Environmental Technologies, LLC July 2008 - Present
Union Bank 2011 - 2014
Bank of Manhattan N.A. 2009 - 2010
MAG Capital 2006 - 2008
UBS Investment Bank 2001 - 2006
Bold Cuisine 2001 - 2005
DLJ/Credit Suisse First Boston 1997 - 2001
Education
Art Institute of Los Angeles
Associate of Science, Culinary Arts
University of California, Los Angeles
Bachelor of Arts, Sociology, Business
First Choice Bank in California September 2014 - Present
Proteus Environmental Technologies, LLC July 2008 - Present
Union Bank 2011 - 2014
Bank of Manhattan N.A. 2009 - 2010
MAG Capital 2006 - 2008
UBS Investment Bank 2001 - 2006
Bold Cuisine 2001 - 2005
DLJ/Credit Suisse First Boston 1997 - 2001
Education
Art Institute of Los Angeles
Associate of Science, Culinary Arts
University of California, Los Angeles
Bachelor of Arts, Sociology, Business
Guy Shvartz's Union Bank Experience January 1998 - October 1999
Job Director, Corporate Development at Technicolor
Industry Media Production
Experience
Technicolor November 2011 - Present
Peak Financial Partners April 2007 - November 2011
Duff & Phelps Securities October 1999 - April 2007
Union Bank January 1998 - October 1999
Skills
Mergers & Acquisitions, Divestitures, Private Equity, Valuation, Corporate Finance, Due Diligence, Structuring, Investments, Venture Capital, Joint Ventures, Investment Banking, Finance, Strategy, dive
Education
University of California, Irvine
Bachelor of Science (B.S.), Economics
Technicolor November 2011 - Present
Peak Financial Partners April 2007 - November 2011
Duff & Phelps Securities October 1999 - April 2007
Union Bank January 1998 - October 1999
Skills
Mergers & Acquisitions, Divestitures, Private Equity, Valuation, Corporate Finance, Due Diligence, Structuring, Investments, Venture Capital, Joint Ventures, Investment Banking, Finance, Strategy, dive
Education
University of California, Irvine
Bachelor of Science (B.S.), Economics
Melissa (Melissa Quevedo) Velasquez NMLSR ID 633920's Union Bank Experience August 2012 - January 2015
Job Private Mortgage Banking
Industry Banking
Experience
Wells Fargo Private Mortgage Banking February 2015 - Present
Union Bank August 2012 - January 2015
Wells Fargo Bank March 2004 - August 2012
Skills
Loans, Credit Analysis, Mortgage Lending, Wealth Management, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Refinance, Relationship Management, Asset Management, Credit, Portfolio Management
Education
University of California, Los Angeles 2011 — 2012
Personal Financial Planning
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Cognitive Science
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Wells Fargo Private Mortgage Banking February 2015 - Present
Union Bank August 2012 - January 2015
Wells Fargo Bank March 2004 - August 2012
Skills
Loans, Credit Analysis, Mortgage Lending, Wealth Management, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Refinance, Relationship Management, Asset Management, Credit, Portfolio Management
Education
University of California, Los Angeles 2011 — 2012
Personal Financial Planning
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Cognitive Science
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Sociology
David Swatik's Union Bank Experience September 2013 - June 2015
Job Senior Mortgage Consultant/Branch Manager at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC June 2015 - Present
Union Bank September 2013 - June 2015
RPM Mortgage, Inc. dba Platinum Capital March 2006 - August 2013
Milestone Mortgage February 2005 - March 2006
William Gregory Mortgage October 2000 - March 2005
AVP Pro Beach Volleyball Tour 1992 - 2002
Skills
Loans, Mortgage Lending, Investments, Finance, Investment Properties, Sellers, Sales, Real Estate, Financial Analysis, Strategic Planning
Education
Duke-The Fuqua School of Business 2010 — 2012
MBA, Finance
UCLA
Environmental Science
Movement Mortgage, LLC June 2015 - Present
Union Bank September 2013 - June 2015
RPM Mortgage, Inc. dba Platinum Capital March 2006 - August 2013
Milestone Mortgage February 2005 - March 2006
William Gregory Mortgage October 2000 - March 2005
AVP Pro Beach Volleyball Tour 1992 - 2002
Skills
Loans, Mortgage Lending, Investments, Finance, Investment Properties, Sellers, Sales, Real Estate, Financial Analysis, Strategic Planning
Education
Duke-The Fuqua School of Business 2010 — 2012
MBA, Finance
UCLA
Environmental Science
Juli Booze-Jervis's Union Bank Experience May 2006 - Present
Job CPLP, Experienced Trainer/ Facilitator / Instructional Designer
Industry Financial Services
Experience
Union Bank May 2006 - Present
Washington Mutual September 2004 - April 2006
Washington Mutual October 2000 - September 2004
Indymac Bank June 1999 - October 2000
Skills
Instructional Design, Blended Learning, Workshop Facilitation, Team Building, Instructor-led Training, Customer Service, Needs Analysis, Captivate, Performance Consulting, Training, Technical Writing, Curriculum Design, Leadership Development, Program Management, Coaching, Training Delivery, Performance Improvement, Learning Management..., Banking, Call Centers, E-Learning, Management, Employee Training, Project Management, Performance Management, Software Documentation, Organizational..., Loans, Time Management, Leadership, Organizational..., Retail Banking, Risk Management, Change Management, Process Improvement
Education
University of California, Los Angeles
BA, Economics
Union Bank May 2006 - Present
Washington Mutual September 2004 - April 2006
Washington Mutual October 2000 - September 2004
Indymac Bank June 1999 - October 2000
Skills
Instructional Design, Blended Learning, Workshop Facilitation, Team Building, Instructor-led Training, Customer Service, Needs Analysis, Captivate, Performance Consulting, Training, Technical Writing, Curriculum Design, Leadership Development, Program Management, Coaching, Training Delivery, Performance Improvement, Learning Management..., Banking, Call Centers, E-Learning, Management, Employee Training, Project Management, Performance Management, Software Documentation, Organizational..., Loans, Time Management, Leadership, Organizational..., Retail Banking, Risk Management, Change Management, Process Improvement
Education
University of California, Los Angeles
BA, Economics
Erik Allen's Union Bank Experience July 2001 - June 2010
Job Corporate Banking, DBS Bank
Industry Banking
Experience
DBS Bank May 2012 - Present
Bank of America June 2010 - May 2012
Union Bank July 2001 - June 2010
KBC Bank 1999 - 2001
Bank of America 1997 - 1999
Skills
Credit, Capital Markets, Banking, Risk Management, Investment Banking, Commercial Banking, Finance, Credit Analysis, Loans, Credit Risk, Treasury Management, Loan Origination, Corporate Finance, Commercial Lending, Financial Analysis, Relationship Management, Investments, Syndications, Financial Structuring, Trade Finance, Structured Finance
Education
University of California, Los Angeles 1991 — 1996
BA/BA, International Economics/Latin American Studies
DBS Bank May 2012 - Present
Bank of America June 2010 - May 2012
Union Bank July 2001 - June 2010
KBC Bank 1999 - 2001
Bank of America 1997 - 1999
Skills
Credit, Capital Markets, Banking, Risk Management, Investment Banking, Commercial Banking, Finance, Credit Analysis, Loans, Credit Risk, Treasury Management, Loan Origination, Corporate Finance, Commercial Lending, Financial Analysis, Relationship Management, Investments, Syndications, Financial Structuring, Trade Finance, Structured Finance
Education
University of California, Los Angeles 1991 — 1996
BA/BA, International Economics/Latin American Studies
David Warner II's Union Bank Experience September 2000 - June 2007
Job Managing Consultant at Catapult Systems
Industry Computer Software
Experience
Catapult Systems March 2011 - Present
Perficient January 2011 - March 2011
speakTECH July 2007 - December 2010
Union Bank September 2000 - June 2007
Homeside Lending Inc July 2000 - August 2000
AIL Systems Inc February 1999 - June 2000
Aerotech News & Review May 1996 - February 1999
Skills
jQuery, CSS, HTML, Photoshop, SharePoint, JavaScript, XML, Web Development, XSLT, Microsoft SQL Server, Agile Methodologies, Web Applications, Integration, Microsoft Technologies, IIS, SQL, ASP.NET, HTML5
Education
University of California, Los Angeles 1996 — 1998
Catapult Systems March 2011 - Present
Perficient January 2011 - March 2011
speakTECH July 2007 - December 2010
Union Bank September 2000 - June 2007
Homeside Lending Inc July 2000 - August 2000
AIL Systems Inc February 1999 - June 2000
Aerotech News & Review May 1996 - February 1999
Skills
jQuery, CSS, HTML, Photoshop, SharePoint, JavaScript, XML, Web Development, XSLT, Microsoft SQL Server, Agile Methodologies, Web Applications, Integration, Microsoft Technologies, IIS, SQL, ASP.NET, HTML5
Education
University of California, Los Angeles 1996 — 1998
David Dobon's Union Bank Experience June 1985 - January 2012
Job M&A / Corporate Finance advisor at David Dobon Advisory
Industry Financial Services
Experience
David Dobon Advisory February 2012 - Present
Union Bank June 1985 - January 2012
Skills
Mergers & Acquisitions, Strategy, Valuation, Due Diligence, Contract Negotiation, Corporate Finance, Capital Markets, Capital Raising, Strategic Planning, Investments, Investment Banking, Board of Directors, Board Governance, Investor Relations, Financial Analysis, Securities Regulation, Executive Management, Commercial Banking, Thought Leadership, Strategic Leadership, Professional Writing, M&A experience, Corporate Development, Finance, Financial Modeling
Education
University of California, Los Angeles
BA, Economics
David Dobon Advisory February 2012 - Present
Union Bank June 1985 - January 2012
Skills
Mergers & Acquisitions, Strategy, Valuation, Due Diligence, Contract Negotiation, Corporate Finance, Capital Markets, Capital Raising, Strategic Planning, Investments, Investment Banking, Board of Directors, Board Governance, Investor Relations, Financial Analysis, Securities Regulation, Executive Management, Commercial Banking, Thought Leadership, Strategic Leadership, Professional Writing, M&A experience, Corporate Development, Finance, Financial Modeling
Education
University of California, Los Angeles
BA, Economics
Bridget Karlin's Union Bank Experience January 1984 - April 1987
Job Vice President Business Development, Advanced Services at CompuCom Systems, Inc
Industry Information Technology and Services
Experience
CompuCom Systesm, Inc January 2008 - Present
CompuCom Systems, Inc 2008 - Present
Getronics NA January 2003 - December 2007
Atlantes January 2002 - August 2005
RedSiren Technologies March 2003 - July 2005
Bitlocker January 2001 - November 2003
Redleaf Group February 2000 - March 2003
Thinque Systems Corporation March 1987 - February 2000
Union Bank January 1984 - April 1987
Education
University of California, Santa Barbara 1975 — 1979
BA, Political Science
University of California, Los Angeles 1974 — 1975
BA, Political Science
CompuCom Systesm, Inc January 2008 - Present
CompuCom Systems, Inc 2008 - Present
Getronics NA January 2003 - December 2007
Atlantes January 2002 - August 2005
RedSiren Technologies March 2003 - July 2005
Bitlocker January 2001 - November 2003
Redleaf Group February 2000 - March 2003
Thinque Systems Corporation March 1987 - February 2000
Union Bank January 1984 - April 1987
Education
University of California, Santa Barbara 1975 — 1979
BA, Political Science
University of California, Los Angeles 1974 — 1975
BA, Political Science
Araina Benedum's Union Bank Experience April 1976 - March 1982
Job Retired
Industry Information Services
Experience
Forrest Equity Management Ltd. January 2008 - November 2013
Home Savings of America 1985 - 2000
Home Savings of America 1982 - 1985
Union Bank April 1976 - March 1982
Skills
Business Analysis
Education
University of California, Los Angeles 1987 — 1988
Information Technology
Forrest Equity Management Ltd. January 2008 - November 2013
Home Savings of America 1985 - 2000
Home Savings of America 1982 - 1985
Union Bank April 1976 - March 1982
Skills
Business Analysis
Education
University of California, Los Angeles 1987 — 1988
Information Technology
Griffin Barash's Union Bank Experience July 2010 - July 2012
Job Registered Representative at E.I.P. Inc.
Industry Financial Services
Experience
E.I.P. Inc. May 2012 - Present
Union Bank July 2010 - July 2012
John Hancock Life Insurance Company (U.S.A.) April 2006 - August 2010
Skills
Building Relationships, Sales Operations, Securities, Series 7, Sales, Relationship Management, Fixed Annuities, 401k Rollovers, 401k plan design and..., Finance, Mutual Funds, Asset Allocation, Wealth Management, 401k, Retirement Planning, Series 63, Retirement, Investments, Financial Services
Education
University of California, Los Angeles 2002 — 2006
Sociology, Economics
E.I.P. Inc. May 2012 - Present
Union Bank July 2010 - July 2012
John Hancock Life Insurance Company (U.S.A.) April 2006 - August 2010
Skills
Building Relationships, Sales Operations, Securities, Series 7, Sales, Relationship Management, Fixed Annuities, 401k Rollovers, 401k plan design and..., Finance, Mutual Funds, Asset Allocation, Wealth Management, 401k, Retirement Planning, Series 63, Retirement, Investments, Financial Services
Education
University of California, Los Angeles 2002 — 2006
Sociology, Economics
Lin Cai's Union Bank Experience June 2013 - Present
Job Credit Executive
Industry Financial Services
Experience
Union Bank June 2013 - Present
Union Bank March 2012 - June 2013
Union Bank May 2008 - March 2012
First Data Corporation July 2006 - March 2008
Skills
Outlook, PowerPoint, Access, Microsoft Office, Microsoft Excel, Risk Management, Data Analysis, Problem Solving, Operations Management, Experian, Commercial Banking, Credit Risk, Multi Tasking, Lines Of Credit, Quality Control, Project Management, Time Management, Banking, Analysis, Management, Sales, Leadership, Business Analysis, Accounting, Business Strategy, Negotiation, Program Management, Credit, Finance, Portfolio Management, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
Master of Business Administration (MBA), Operation and Strategy
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
villa park 1998 — 2002
Union Bank June 2013 - Present
Union Bank March 2012 - June 2013
Union Bank May 2008 - March 2012
First Data Corporation July 2006 - March 2008
Skills
Outlook, PowerPoint, Access, Microsoft Office, Microsoft Excel, Risk Management, Data Analysis, Problem Solving, Operations Management, Experian, Commercial Banking, Credit Risk, Multi Tasking, Lines Of Credit, Quality Control, Project Management, Time Management, Banking, Analysis, Management, Sales, Leadership, Business Analysis, Accounting, Business Strategy, Negotiation, Program Management, Credit, Finance, Portfolio Management, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
Master of Business Administration (MBA), Operation and Strategy
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
villa park 1998 — 2002
Chris Zumberge's Union Bank Experience September 2000 - June 2002
Job Senior Vice President at US Bank
Industry Banking
Experience
US Bank July 2002 - Present
Union Bank September 2000 - June 2002
Imperial Bank February 1999 - September 2000
Pacific Century Bank February 1996 - February 1999
Security Pacific National Bank June 1982 - December 1995
Skills
Restructuring, Commercial Lending, Loans, Credit Analysis, Asset Based Lending, Lines Of Credit, CRM, Banking, Real Estate, Small Business Lending, Treasury Management, Underwriting, Commercial Real Estate, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1982
MBA, Finance/Marketing
US Bank July 2002 - Present
Union Bank September 2000 - June 2002
Imperial Bank February 1999 - September 2000
Pacific Century Bank February 1996 - February 1999
Security Pacific National Bank June 1982 - December 1995
Skills
Restructuring, Commercial Lending, Loans, Credit Analysis, Asset Based Lending, Lines Of Credit, CRM, Banking, Real Estate, Small Business Lending, Treasury Management, Underwriting, Commercial Real Estate, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1982
MBA, Finance/Marketing
Craig Takeshige's Union Bank Experience 1995 - 2002
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West November 2005 - Present
Union Bank of California 1995 - 2005
Union Bank 1995 - 2002
Education
University of California, Irvine 1988 — 1992
BA, Economics
walnut high school 1984 — 1988
Bank of the West November 2005 - Present
Union Bank of California 1995 - 2005
Union Bank 1995 - 2002
Education
University of California, Irvine 1988 — 1992
BA, Economics
walnut high school 1984 — 1988
Brandon Blom's Union Bank Experience May 2007 - May 2010
Job Engineer, Senior at Qualcomm
Industry Mechanical or Industrial Engineering
Experience
Qualcomm January 2012 - Present
Qualcomm May 2010 - December 2011
Union Bank May 2007 - May 2010
Poway Unified School District June 2006 - June 2007
Skills
FloTHERM, Abaqus, Pro-E, CFDesign, Microsoft Office, Matlab, Public Speaking, Robert's Rules of Order, Team Leadership, Machining, Woodworking, Rapid Prototyping, Product Design, Leadership, Pro Engineer, Customer Service
Education
University of San Diego 2007 — 2011
Bachelor of Science & Bachelor of Art, Mechanical Engineering
Poway High School 2003 — 2007
High School Diploma
University of California, Los Angeles
Master of Science (M.S.), Mechanics of Structures
Qualcomm January 2012 - Present
Qualcomm May 2010 - December 2011
Union Bank May 2007 - May 2010
Poway Unified School District June 2006 - June 2007
Skills
FloTHERM, Abaqus, Pro-E, CFDesign, Microsoft Office, Matlab, Public Speaking, Robert's Rules of Order, Team Leadership, Machining, Woodworking, Rapid Prototyping, Product Design, Leadership, Pro Engineer, Customer Service
Education
University of San Diego 2007 — 2011
Bachelor of Science & Bachelor of Art, Mechanical Engineering
Poway High School 2003 — 2007
High School Diploma
University of California, Los Angeles
Master of Science (M.S.), Mechanics of Structures
Peter Elia's Union Bank Experience June 2009 - June 2010
Job Sr. VP, Loan Operations and Servicing at OneWest Bank
Industry Banking
Experience
OneWest Bank April 2012 - Present
East West Bank June 2010 - March 2012
Union Bank June 2009 - June 2010
Citibank February 2003 - December 2008
California Federal Bank March 1998 - February 2003
Glendale Federal Bank 1986 - 1992
Skills
Banking, Analysis, Acquisitions, Business Analysis, Budgets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Satisfaction, Data Warehousing, Financial Analysis, Financial Reporting, Forecasting, Integration, Leadership, Loans, MS Project, Management, Mergers, Mergers, Mortgage Lending, PMO, Process Improvement, Project Management, Risk Management, Portfolio Management, Finance, Billing Systems, Vendor Management, Software Documentation, Talent Management
Education
University of California, Los Angeles
BA, Economics
OneWest Bank April 2012 - Present
East West Bank June 2010 - March 2012
Union Bank June 2009 - June 2010
Citibank February 2003 - December 2008
California Federal Bank March 1998 - February 2003
Glendale Federal Bank 1986 - 1992
Skills
Banking, Analysis, Acquisitions, Business Analysis, Budgets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Satisfaction, Data Warehousing, Financial Analysis, Financial Reporting, Forecasting, Integration, Leadership, Loans, MS Project, Management, Mergers, Mergers, Mortgage Lending, PMO, Process Improvement, Project Management, Risk Management, Portfolio Management, Finance, Billing Systems, Vendor Management, Software Documentation, Talent Management
Education
University of California, Los Angeles
BA, Economics
Yumiko Miyake's Union Bank Experience May 2002 - May 2006
Job Vice President Credit Risk Manager at Chase
Industry Banking
Experience
JPMorgan Chase November 2014 - Present
JPMorgan Chase & Co. October 2007 - November 2014
JPMorgan Chase & Co. May 2006 - October 2007
Union Bank May 2002 - May 2006
SMITH BARNEY January 2001 - May 2002
Education
University of California, Irvine
JPMorgan Chase November 2014 - Present
JPMorgan Chase & Co. October 2007 - November 2014
JPMorgan Chase & Co. May 2006 - October 2007
Union Bank May 2002 - May 2006
SMITH BARNEY January 2001 - May 2002
Education
University of California, Irvine
Marc Cooperstein's Union Bank Experience July 2008 - October 2008
Job Senior Consultant at Model N
Industry Marketing and Advertising
Experience
Model N September 2010 - Present
HOLDRITE January 2010 - June 2010
Diethelm Keller Brands October 2009 - January 2010
Union Bank July 2008 - October 2008
Wells Fargo 2005 - 2007
Windsor Capital Mortgage March 2004 - January 2005
Washington Mutual October 2002 - February 2004
Bureau of Education & Research October 2001 - June 2002
Diagnostic Research International May 2000 - August 2000
Skills
Competitive Analysis, Analytics, Project Management, Strategic Planning, Data Analysis, Cross-functional Team..., Marketing Strategy, Marketing, Financial Analysis, Business Analysis, Process Improvement, Product Management, Marketing Communications, Microsoft Excel, Market Research, Marketing Research, Strategy, Business Development, Pricing, Business Intelligence, Management Consulting, Product Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
MBA, Marketing and Strategy
Washington State University 1996 — 2001
BA, Finance and Marketing Double Major
University High School 1993 — 1996
Model N September 2010 - Present
HOLDRITE January 2010 - June 2010
Diethelm Keller Brands October 2009 - January 2010
Union Bank July 2008 - October 2008
Wells Fargo 2005 - 2007
Windsor Capital Mortgage March 2004 - January 2005
Washington Mutual October 2002 - February 2004
Bureau of Education & Research October 2001 - June 2002
Diagnostic Research International May 2000 - August 2000
Skills
Competitive Analysis, Analytics, Project Management, Strategic Planning, Data Analysis, Cross-functional Team..., Marketing Strategy, Marketing, Financial Analysis, Business Analysis, Process Improvement, Product Management, Marketing Communications, Microsoft Excel, Market Research, Marketing Research, Strategy, Business Development, Pricing, Business Intelligence, Management Consulting, Product Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
MBA, Marketing and Strategy
Washington State University 1996 — 2001
BA, Finance and Marketing Double Major
University High School 1993 — 1996
Janice Gibbons's Union Bank Experience 2012 - Present
Job Vice President Trust Officer, Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Santa Barbara Bank & Trust 1993 - 2012
Education
UCLA
Bachelor's degree, Gerography-Ecosystems
Union Bank 2012 - Present
Santa Barbara Bank & Trust 1993 - 2012
Education
UCLA
Bachelor's degree, Gerography-Ecosystems
Vinh Hang's Union Bank Experience March 2013 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank March 2013 - Present
PacTrust Bank December 2011 - March 2013
Union Bank October 2009 - December 2011
iStar Financial/Fremont Investment & Loan January 2006 - September 2009
CSC 1999 - 2002
Skills
Real Estate Economics, Financial Analysis, Real Estate, Mortgage Lending, Banking, Commercial Real Estate, Risk Management, Real Estate Development, Credit, Commercial Mortgages, Credit Analysis, Commercial Lending, Mortgage Banking, Portfolio Management, Finance, Credit Risk
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA
University of Texas at Austin
Bachelor's degree
Union Bank March 2013 - Present
PacTrust Bank December 2011 - March 2013
Union Bank October 2009 - December 2011
iStar Financial/Fremont Investment & Loan January 2006 - September 2009
CSC 1999 - 2002
Skills
Real Estate Economics, Financial Analysis, Real Estate, Mortgage Lending, Banking, Commercial Real Estate, Risk Management, Real Estate Development, Credit, Commercial Mortgages, Credit Analysis, Commercial Lending, Mortgage Banking, Portfolio Management, Finance, Credit Risk
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA
University of Texas at Austin
Bachelor's degree
Leslie Huffman's Union Bank Experience August 1994 - July 1996
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Acuity Consulting, Inc. 2003 - 2004
StorageTek August 2000 - August 2002
Business Systems Specialties, Inc March 1998 - May 2000
StorageTek July 1996 - March 1998
Union Bank August 1994 - July 1996
Skills
Storage, Solution Selling, Enterprise Software, Account Management, Cloud Computing, Channel, Salesforce.com, Direct Sales, Selling, Sales, Process Improvement, Sales Process, Product Management
Education
University of Phoenix 2001 — 2003
MBA, Business
University of California, Irvine 1991 — 1995
BA, Psychology
Agoura High School 1987 — 1991
Diploma
Acuity Consulting, Inc. 2003 - 2004
StorageTek August 2000 - August 2002
Business Systems Specialties, Inc March 1998 - May 2000
StorageTek July 1996 - March 1998
Union Bank August 1994 - July 1996
Skills
Storage, Solution Selling, Enterprise Software, Account Management, Cloud Computing, Channel, Salesforce.com, Direct Sales, Selling, Sales, Process Improvement, Sales Process, Product Management
Education
University of Phoenix 2001 — 2003
MBA, Business
University of California, Irvine 1991 — 1995
BA, Psychology
Agoura High School 1987 — 1991
Diploma
Sandy Han's Union Bank Experience December 2006 - September 2014
Job Assistant Vice President, BSA Risk Officer at City National Bank
Industry Banking
Experience
City National Bank September 2014 - Present
Union Bank December 2006 - September 2014
Countrywide Home Loans December 2005 - December 2006
Bank of America May 2004 - March 2005
Skills
Bank Secrecy Act, Anti Money Laundering, OFAC, Antiboycott Regulations, Risk Management, Regulations, USA PATRIOT Act, Analysis, CAMS
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Psychology and Social Behavior
City National Bank September 2014 - Present
Union Bank December 2006 - September 2014
Countrywide Home Loans December 2005 - December 2006
Bank of America May 2004 - March 2005
Skills
Bank Secrecy Act, Anti Money Laundering, OFAC, Antiboycott Regulations, Risk Management, Regulations, USA PATRIOT Act, Analysis, CAMS
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Psychology and Social Behavior
Josephine Tsai's Union Bank Experience November 2011 - July 2014
Job Director, BSA/AML Audit Manager, Internal Audit for the Americas at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank July 2014 - Present
Union Bank November 2011 - July 2014
Union Bank August 2010 - October 2011
Union Bank May 2007 - August 2010
Nara Bank January 2005 - April 2007
Skills
Bank Secrecy Act, Auditing, Financial Risk, Business Analysis, Risk Management, Banking, AML, Operational Risk, Credit, Credit Risk, Operational Risk..., Anti Money Laundering
Education
University of California, Irvine 1985 — 1989
B.S., Biological Science
University of California, Irvine 1985 — 1989
B.S., Biological Science
MUFG Union Bank July 2014 - Present
Union Bank November 2011 - July 2014
Union Bank August 2010 - October 2011
Union Bank May 2007 - August 2010
Nara Bank January 2005 - April 2007
Skills
Bank Secrecy Act, Auditing, Financial Risk, Business Analysis, Risk Management, Banking, AML, Operational Risk, Credit, Credit Risk, Operational Risk..., Anti Money Laundering
Education
University of California, Irvine 1985 — 1989
B.S., Biological Science
University of California, Irvine 1985 — 1989
B.S., Biological Science
Ceasar Garvida CFP®, CIMA®'s Union Bank Experience March 2014 - Present
Job Wealth Planner at Union Bank
Industry Financial Services
Experience
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Pamela Carrington's Union Bank Experience February 2015 - Present
Job Commercial Real Estate Professional
Industry Banking
Experience
Union Bank February 2015 - Present
Union Bank October 2014 - February 2015
ReadyCap Commerical, LLC October 2012 - April 2014
Aurora Bank FSB Commercial Services June 2009 - September 2012
MMA Realty Capital / MONY Realty Capital 2000 - 2008
Combined Properties 1989 - 2000
Bonutto Hofer Investments 1988 - 1989
Skills
Commercial Mortgages, Portfolio Management, Asset Management, Due Diligence, Loans, Real Estate Transactions, Property Management, Financial Modeling, Procedure Development, Finance, Credit, Commercial Real Estate, Asset Managment, Real Estate Economics
Education
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
MBA, Business
University of California, Irvine 1983 — 1986
BA, Political Science
Jefferson Elementary School
Union Bank February 2015 - Present
Union Bank October 2014 - February 2015
ReadyCap Commerical, LLC October 2012 - April 2014
Aurora Bank FSB Commercial Services June 2009 - September 2012
MMA Realty Capital / MONY Realty Capital 2000 - 2008
Combined Properties 1989 - 2000
Bonutto Hofer Investments 1988 - 1989
Skills
Commercial Mortgages, Portfolio Management, Asset Management, Due Diligence, Loans, Real Estate Transactions, Property Management, Financial Modeling, Procedure Development, Finance, Credit, Commercial Real Estate, Asset Managment, Real Estate Economics
Education
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
MBA, Business
University of California, Irvine 1983 — 1986
BA, Political Science
Jefferson Elementary School
Douglas Fillin's Union Bank Experience 1981 - 1988
Job AVP Managed Accounts
Industry Investment Management
Experience
Tradewinds Global Investors January 2005 - Present
Provident Investment Counsel 1993 - 2004
Banc of America Investments 1988 - 1993
Union Bank 1981 - 1988
Skills
Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Securities, Alternative Investments, Trading, Equity Research, Valuation, Fixed Income, ETFs, Investment Strategies, Equity Valuation, Financial Analysis, Portfolio Optimization, Investment Management, Fund Of Funds, Options, Bloomberg, Risk Management, Derivatives, Investment Advisory, Strategic Financial..., Bonds, Series 7, Separately Managed..., Corporate Finance, Financial Modeling, Emerging Markets, Capital Markets, Institutional..., Equity Trading, Retirement Planning, Bloomberg Terminal, Private Equity, Finance, Series 63, Financial Markets, Financial Services, Wealth Management..., Series 24, Investment Banking, Electronic Trading, Trading Systems, FINRA
Education
California State University - Los Angeles
BA, Economics
LA High
University of California, Los Angeles
Tradewinds Global Investors January 2005 - Present
Provident Investment Counsel 1993 - 2004
Banc of America Investments 1988 - 1993
Union Bank 1981 - 1988
Skills
Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Securities, Alternative Investments, Trading, Equity Research, Valuation, Fixed Income, ETFs, Investment Strategies, Equity Valuation, Financial Analysis, Portfolio Optimization, Investment Management, Fund Of Funds, Options, Bloomberg, Risk Management, Derivatives, Investment Advisory, Strategic Financial..., Bonds, Series 7, Separately Managed..., Corporate Finance, Financial Modeling, Emerging Markets, Capital Markets, Institutional..., Equity Trading, Retirement Planning, Bloomberg Terminal, Private Equity, Finance, Series 63, Financial Markets, Financial Services, Wealth Management..., Series 24, Investment Banking, Electronic Trading, Trading Systems, FINRA
Education
California State University - Los Angeles
BA, Economics
LA High
University of California, Los Angeles
David Farkas's Union Bank Experience June 2011 - Present
Job Vice President, Senior Commercial Real Estate Loan Officer at Union Bank
Industry Real Estate
Experience
Union Bank June 2011 - Present
Citizens Business Bank 2009 - 2011
Countrywide Commercial Real Estate Finance 2006 - 2009
Skills
Real Estate, Mortgage Lending, Real Estate Economics, Loans, Due Diligence, Commercial Real Estate, Real Estate Financing, Finance, Investment Properties, Investments
Education
University of California, Los Angeles 1980 — 1985
Union Bank June 2011 - Present
Citizens Business Bank 2009 - 2011
Countrywide Commercial Real Estate Finance 2006 - 2009
Skills
Real Estate, Mortgage Lending, Real Estate Economics, Loans, Due Diligence, Commercial Real Estate, Real Estate Financing, Finance, Investment Properties, Investments
Education
University of California, Los Angeles 1980 — 1985
Kathleen Kwan's Union Bank Experience June 2011 - Present
Job VP / Financial Reporting Manager at Union Bank
Industry Banking
Experience
Union Bank June 2011 - Present
Union Bank April 2006 - May 2011
Union Bank August 1997 - March 2006
Union Bank July 1994 - July 1997
Fuji Bank, LTD March 1990 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, microsoft Access, Oracle Financial
Education
UCLA
Bachelor of Arts (B.A.), Business/Managerial Economics
Union Bank June 2011 - Present
Union Bank April 2006 - May 2011
Union Bank August 1997 - March 2006
Union Bank July 1994 - July 1997
Fuji Bank, LTD March 1990 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, microsoft Access, Oracle Financial
Education
UCLA
Bachelor of Arts (B.A.), Business/Managerial Economics
Cindy Engelbrecht, CRCM, CAMS's Union Bank Experience January 2012 - September 2014
Job Regulatory Compliance at Union Bank
Industry Banking
Experience
First Republic Bank September 2014 - Present
Union Bank January 2012 - September 2014
Union Bank January 2008 - May 2011
Federal Reserve Bank of San Francisco 2003 - 2005
KPMG 2001 - 2003
Wells Fargo 1999 - 2001
Federal Reserve Bank of San Francisco 1995 - 1998
Office of the Comptroller of the Currency 1993 - 1995
Skills
Banking, Financial Risk, AML, Risk Management, Credit Risk, KYC, Mortgage Lending, Capital Markets, Portfolio Management, Fraud, Treasury Management, Loans, Credit Cards, Credit, Operational Risk, Operational Risk..., Securities, Commercial Lending, Sarbanes-Oxley Act, Basel II, Financial Institutions, Consumer Lending, Auditing, Process Improvement, Governance, Due Diligence, Financial Services, Relationship Management, Internal Audit, Fixed Income, Retail Banking, USA PATRIOT Act
Education
University of California, Irvine
BA
University of Southern California
MBA
First Republic Bank September 2014 - Present
Union Bank January 2012 - September 2014
Union Bank January 2008 - May 2011
Federal Reserve Bank of San Francisco 2003 - 2005
KPMG 2001 - 2003
Wells Fargo 1999 - 2001
Federal Reserve Bank of San Francisco 1995 - 1998
Office of the Comptroller of the Currency 1993 - 1995
Skills
Banking, Financial Risk, AML, Risk Management, Credit Risk, KYC, Mortgage Lending, Capital Markets, Portfolio Management, Fraud, Treasury Management, Loans, Credit Cards, Credit, Operational Risk, Operational Risk..., Securities, Commercial Lending, Sarbanes-Oxley Act, Basel II, Financial Institutions, Consumer Lending, Auditing, Process Improvement, Governance, Due Diligence, Financial Services, Relationship Management, Internal Audit, Fixed Income, Retail Banking, USA PATRIOT Act
Education
University of California, Irvine
BA
University of Southern California
MBA
Scott Grobert's Union Bank Experience May 2010 - Present
Job Regional Sales Manager, Business Banking at Union Bank
Industry
Experience
Union Bank May 2010 - Present
Education
University of California, Los Angeles 1982 — 1986
BS, History
Union Bank May 2010 - Present
Education
University of California, Los Angeles 1982 — 1986
BS, History
Ron Fields's Union Bank Experience 1986 - 1990
Job Senior Vice President/First Choice Bank
Industry Banking
Experience
First Choice Bank June 2015 - Present
City National Bank August 2014 - June 2015
Citizens Business Bank May 2012 - August 2014
American Business Bank September 2009 - May 2012
First Regional Bank 1998 - 2009
1st Business Bank 1991 - 1998
Sanwa Bank 1993 - 1995
Union Bank 1986 - 1990
Bank of America 1983 - 1986
Skills
Excel, Loans, Underwriting, Accounting, Investments, Financial Analysis, Risk Management, Microsoft Word, Credit Analysis, Financial Modeling, Commercial Lending, Small Business Lending, Cash Management, Portfolio Management, Asset Based Lending, Commercial Mortgages
Education
University of California, Los Angeles 1978 — 1983
BA, Econ9mics
Newport Harbor High School
First Choice Bank June 2015 - Present
City National Bank August 2014 - June 2015
Citizens Business Bank May 2012 - August 2014
American Business Bank September 2009 - May 2012
First Regional Bank 1998 - 2009
1st Business Bank 1991 - 1998
Sanwa Bank 1993 - 1995
Union Bank 1986 - 1990
Bank of America 1983 - 1986
Skills
Excel, Loans, Underwriting, Accounting, Investments, Financial Analysis, Risk Management, Microsoft Word, Credit Analysis, Financial Modeling, Commercial Lending, Small Business Lending, Cash Management, Portfolio Management, Asset Based Lending, Commercial Mortgages
Education
University of California, Los Angeles 1978 — 1983
BA, Econ9mics
Newport Harbor High School
Sameh Greis's Union Bank Experience December 2013 - June 2014
Job HP ALM SME at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group November 2014 - Present
American Express July 2014 - September 2014
Union Bank December 2013 - June 2014
Avery Dennison June 2013 - December 2013
Capital One June 2012 - May 2013
Chase April 2012 - May 2012
Capital One January 2012 - March 2012
Chevron September 2011 - December 2011
LyondellBasell April 2011 - May 2011
Proticom September 2010 - March 2011
Skills
Quality Center, Risk Management, Software Project..., Civil Engineering, SDLC, Testing, Construction, Visio, MS Project, Test Planning, Quality Assurance, Drainage, Grading, Business Process, Process Improvement, LoadRunner, Test Automation, Software Quality..., QTP, User Acceptance Testing, Integration, Business Requirements, Test Cases, Information Technology, Scrum, Consulting, Performance Testing, Project Portfolio..., System Testing, Test Management, Microsoft Project
Education
University of California, Irvine 1995 — 2000
B.S, Civil Engineering
American Society of Civil Engineers
Member of SCQAA, Orange County Chapter
UnitedHealth Group November 2014 - Present
American Express July 2014 - September 2014
Union Bank December 2013 - June 2014
Avery Dennison June 2013 - December 2013
Capital One June 2012 - May 2013
Chase April 2012 - May 2012
Capital One January 2012 - March 2012
Chevron September 2011 - December 2011
LyondellBasell April 2011 - May 2011
Proticom September 2010 - March 2011
Skills
Quality Center, Risk Management, Software Project..., Civil Engineering, SDLC, Testing, Construction, Visio, MS Project, Test Planning, Quality Assurance, Drainage, Grading, Business Process, Process Improvement, LoadRunner, Test Automation, Software Quality..., QTP, User Acceptance Testing, Integration, Business Requirements, Test Cases, Information Technology, Scrum, Consulting, Performance Testing, Project Portfolio..., System Testing, Test Management, Microsoft Project
Education
University of California, Irvine 1995 — 2000
B.S, Civil Engineering
American Society of Civil Engineers
Member of SCQAA, Orange County Chapter
Scott Murillo's Union Bank Experience February 2013 - Present
Job Senior Relationship Banker AVP at Union Bank
Industry Banking
Experience
Union Bank February 2013 - Present
Maxxim Realty January 2006 - Present
Education
University of California, Irvine 2007 — 2009
BA, Cognitive Psychology
Union Bank February 2013 - Present
Maxxim Realty January 2006 - Present
Education
University of California, Irvine 2007 — 2009
BA, Cognitive Psychology
Sonny Besa's Union Bank Experience September 2014 - Present
Job Consultant for Union Bank
Industry Military
Experience
Union Bank September 2014 - Present
311TH SIGNAL COMMAND (THEATER) January 2013 - July 2014
Genuent June 2013 - May 2014
UNION BANK September 2010 - November 2012
UNION BANK August 1998 - August 2010
96TH SUSTAINMENT BRIGADE July 2009 - July 2010
3-413TH RECEPTION BATTALION June 2003 - June 2009
8-229TH AVIATION REGIMENT June 2004 - November 2005
3-413TH RECEPTION BATTALION December 2001 - June 2003
PRINCESS CRUISES January 1995 - July 1998
Skills
Project Management, Customer Service, Operational Planning, Integration, Change Management, Security, Operations Management, Process Improvement, ITIL, VMware, DoD, IT Management, Training, Disaster Recovery, Leadership Development, Active Directory, Risk Management, Troubleshooting, Computer Hardware, Requirements Analysis, Strategic Planning, Program Management, Microsoft Word, Vendor Management, Software Installation, Windows Server, SharePoint, Networking, System Administration
Education
DeVry Institute of Technology - City of Industry, CA 1990 — 1993
Bachelor of Science, Electronics Engineering Technlogy
UCLA 1981 — 1987
Bachelor of Arts (BA), Psychology
Union Bank September 2014 - Present
311TH SIGNAL COMMAND (THEATER) January 2013 - July 2014
Genuent June 2013 - May 2014
UNION BANK September 2010 - November 2012
UNION BANK August 1998 - August 2010
96TH SUSTAINMENT BRIGADE July 2009 - July 2010
3-413TH RECEPTION BATTALION June 2003 - June 2009
8-229TH AVIATION REGIMENT June 2004 - November 2005
3-413TH RECEPTION BATTALION December 2001 - June 2003
PRINCESS CRUISES January 1995 - July 1998
Skills
Project Management, Customer Service, Operational Planning, Integration, Change Management, Security, Operations Management, Process Improvement, ITIL, VMware, DoD, IT Management, Training, Disaster Recovery, Leadership Development, Active Directory, Risk Management, Troubleshooting, Computer Hardware, Requirements Analysis, Strategic Planning, Program Management, Microsoft Word, Vendor Management, Software Installation, Windows Server, SharePoint, Networking, System Administration
Education
DeVry Institute of Technology - City of Industry, CA 1990 — 1993
Bachelor of Science, Electronics Engineering Technlogy
UCLA 1981 — 1987
Bachelor of Arts (BA), Psychology
glenn noborio's Union Bank Experience November 1993 - Present
Job ITG supervisor/MPSC at Union Bank
Industry Banking
Experience
Union Bank November 1993 - Present
Union Bank 1994 - 2011
Skills
ITG, Banking, Commercial Banking, Retail Banking, Credit Analysis, Portfolio Management, Consumer Lending, Risk Management, Computer Hardware, Networking, Operational Risk, Operational Risk..., Branch Banking, Commercial Mortgages, Project Management, Call Centers
Education
University of California, Los Angeles
Bachelor of Arts (BA), Theatre/Theatre Arts Management
University of California, Los Angeles
Bachelor of Science (BS), Microbiology, General
Union Bank November 1993 - Present
Union Bank 1994 - 2011
Skills
ITG, Banking, Commercial Banking, Retail Banking, Credit Analysis, Portfolio Management, Consumer Lending, Risk Management, Computer Hardware, Networking, Operational Risk, Operational Risk..., Branch Banking, Commercial Mortgages, Project Management, Call Centers
Education
University of California, Los Angeles
Bachelor of Arts (BA), Theatre/Theatre Arts Management
University of California, Los Angeles
Bachelor of Science (BS), Microbiology, General
Noemi Partida's Union Bank Experience January 2011 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank January 2011 - Present
Bank of America February 2000 - January 2009
Skills
Small Business Lending, Loans, Commercial Lending, Credit, Banking, Consumer Lending, Retail Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination
Education
University of South Florida 1995 — 1998
Bachelor of Arts (B.A.), Spanish Language and Literature
University of California, Irvine 1993 — 1995
Union Bank January 2011 - Present
Bank of America February 2000 - January 2009
Skills
Small Business Lending, Loans, Commercial Lending, Credit, Banking, Consumer Lending, Retail Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination
Education
University of South Florida 1995 — 1998
Bachelor of Arts (B.A.), Spanish Language and Literature
University of California, Irvine 1993 — 1995
Norman Kawaguchi's Union Bank Experience February 2003 - July 2003
Job Realtor Residential & Investment Properties at Berkshire Hathaway Home Services
Industry Real Estate
Experience
Berkshire Hathaway Home Services (formerly Prudential) January 2003 - Present
Union Bank February 2003 - July 2003
Union Bank August 2001 - February 2003
Union Bank March 2000 - August 2001
Union Bank August 1999 - March 2000
Skills
Real Estate, Credit, Underwriting, Investment Properties, Banking, Negotiation, Marketing Strategy, Property Management, Real Estate Transactions, Residential Homes, Portfolio Management, Commercial Banking, Short Sales
Education
University of California, Irvine 1990 — 1995
University of California, Los Angeles - Extension Program
Business and Management Extension Program, Finance & Accounting
Villanova Prep
Berkshire Hathaway Home Services (formerly Prudential) January 2003 - Present
Union Bank February 2003 - July 2003
Union Bank August 2001 - February 2003
Union Bank March 2000 - August 2001
Union Bank August 1999 - March 2000
Skills
Real Estate, Credit, Underwriting, Investment Properties, Banking, Negotiation, Marketing Strategy, Property Management, Real Estate Transactions, Residential Homes, Portfolio Management, Commercial Banking, Short Sales
Education
University of California, Irvine 1990 — 1995
University of California, Los Angeles - Extension Program
Business and Management Extension Program, Finance & Accounting
Villanova Prep
Diana Alsanie's Union Bank Experience April 2003 - March 2008
Job Curriculum Developer at Apple
Industry Computer Hardware
Experience
Apple August 2014 - Present
Apple December 2011 - Present
Toyota June 2008 - June 2011
Union Bank April 2003 - March 2008
Skills
Customer Satisfaction, Training, Performance Management, Customer Retention, Process Improvement, Call Centers, Coaching, Customer Experience, Employee Training, Leadership, Leadership Development
Education
UCLA 2006 — 2008
English, English, Political Science, Chicano Studies, Public Policy
Apple August 2014 - Present
Apple December 2011 - Present
Toyota June 2008 - June 2011
Union Bank April 2003 - March 2008
Skills
Customer Satisfaction, Training, Performance Management, Customer Retention, Process Improvement, Call Centers, Coaching, Customer Experience, Employee Training, Leadership, Leadership Development
Education
UCLA 2006 — 2008
English, English, Political Science, Chicano Studies, Public Policy
Pamela Okino's Union Bank Experience January 2015 - Present
Job Senior System Analyst at Union Bank
Industry Financial Services
Experience
Union Bank January 2015 - Present
CalPERS March 2013 - 2015
State Street Bank March 2011 - February 2013
State Street Bank March 2010 - February 2011
Bank of America October 2007 - February 2010
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
Union Bank January 2015 - Present
CalPERS March 2013 - 2015
State Street Bank March 2011 - February 2013
State Street Bank March 2010 - February 2011
Bank of America October 2007 - February 2010
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
Colleen Kim's Union Bank Experience August 2010 - Present
Job Associate at Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
Wells Fargo January 2009 - July 2010
Skills
Banking
Education
University of California, Irvine 2006 — 2008
Union Bank August 2010 - Present
Wells Fargo January 2009 - July 2010
Skills
Banking
Education
University of California, Irvine 2006 — 2008
Kei Tanaka's Union Bank Experience July 2007 - October 2012
Job VP, FX Advisor Capital Markets at Bank of the West
Industry Capital Markets
Experience
Bank of the West September 2012 - Present
Union Bank July 2007 - October 2012
Union Bank June 2006 - July 2007
Union Bank August 2005 - June 2006
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Bank of the West September 2012 - Present
Union Bank July 2007 - October 2012
Union Bank June 2006 - July 2007
Union Bank August 2005 - June 2006
Education
University of California, Irvine
Bachelor of Arts (B.A.)
aiko brickley's Union Bank Experience 2009 - 2012
Job PIMCO
Industry Investment Management
Heather Nguyen's Union Bank Experience 2012 - 2013
Job Business Analyst at Hyundai AutoEver America
Industry Banking
Experience
Hyundai AutoEver America 2015 - Present
Hyundai Capital America 2013 - 2015
Union Bank 2012 - 2013
County of Orange 2009 - 2011
GCAP Services,Inc. 2002 - 2009
Skills
Business Analysis, Business Process..., Visio, SDLC, Microsoft Project, Requirements Analysis, Software Project..., SharePoint, Requirements Gathering, Management, Risk Management, Banking, Program Management, Project Management, Process Improvement, Technical Writing, Training Delivery, Workflow Applications, PowerPoint, Access, Software Documentation, Analysis, Business Process
Education
UC Irvine
Bachelor of Arts (B.A.), Political Science and Government
Hyundai AutoEver America 2015 - Present
Hyundai Capital America 2013 - 2015
Union Bank 2012 - 2013
County of Orange 2009 - 2011
GCAP Services,Inc. 2002 - 2009
Skills
Business Analysis, Business Process..., Visio, SDLC, Microsoft Project, Requirements Analysis, Software Project..., SharePoint, Requirements Gathering, Management, Risk Management, Banking, Program Management, Project Management, Process Improvement, Technical Writing, Training Delivery, Workflow Applications, PowerPoint, Access, Software Documentation, Analysis, Business Process
Education
UC Irvine
Bachelor of Arts (B.A.), Political Science and Government
Scott Connella's Union Bank Experience September 1987 - Present
Job Executive Vice President at Union Bank
Industry Banking
Experience
Union Bank September 1987 - Present
The Crow's Nest Yacht Brokerage January 1980 - January 1987
Skills
Commercial Banking, Treasury Management, Finance, Management, Portfolio Management, Banking, Commercial Lending, Loans, Credit, Credit Analysis, Cash Management, Asset Based Lending, Mergers & Acquisitions, Credit Risk, Financial Analysis, Risk Management, Due Diligence
Education
UC Irvine
Bachelor's degree, Economics
Union Bank September 1987 - Present
The Crow's Nest Yacht Brokerage January 1980 - January 1987
Skills
Commercial Banking, Treasury Management, Finance, Management, Portfolio Management, Banking, Commercial Lending, Loans, Credit, Credit Analysis, Cash Management, Asset Based Lending, Mergers & Acquisitions, Credit Risk, Financial Analysis, Risk Management, Due Diligence
Education
UC Irvine
Bachelor's degree, Economics
Josephine Tsai's Union Bank Experience October 2011 - Present
Job Project Audit Manager at Union Bank
Industry Banking
Experience
Union Bank October 2011 - Present
Union Bank May 2007 - October 2011
Nara Bank January 2005 - May 2007
Skills
Auditing
Education
University of California, Irvine
Union Bank October 2011 - Present
Union Bank May 2007 - October 2011
Nara Bank January 2005 - May 2007
Skills
Auditing
Education
University of California, Irvine
Janet Riphagen's Union Bank Experience 1981 - 1985
Job Territory Manager at Weight Watchers
Industry Health, Wellness and Fitness
Experience
Weight Watchers October 2010 - Present
Weight Watchers April 1999 - October 2010
Merrill Lynch 1985 - 1990
Union Bank 1981 - 1985
Skills
Team Building, Account Management, Training, Leadership, Sales, Nutrition, Customer Service, Management, Coaching, Marketing, Sales Operations, Event Planning, Cold Calling, Retail, B2B, Public Speaking, Strategic Planning, Microsoft Office
Education
UCI 1977 — 1981
Bachelor's degree, Economics and Social Ecology
Weight Watchers October 2010 - Present
Weight Watchers April 1999 - October 2010
Merrill Lynch 1985 - 1990
Union Bank 1981 - 1985
Skills
Team Building, Account Management, Training, Leadership, Sales, Nutrition, Customer Service, Management, Coaching, Marketing, Sales Operations, Event Planning, Cold Calling, Retail, B2B, Public Speaking, Strategic Planning, Microsoft Office
Education
UCI 1977 — 1981
Bachelor's degree, Economics and Social Ecology
Ben Ayari's Union Bank Experience July 2012 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank July 2012 - Present
Wells Fargo Bank 2008 - 2012
Van Tuyl Group, Inc. 2005 - 2008
Skills
Retail Banking, Investment Banking, Commercial Banking, Business Lending, International Business..., Global Business..., New Business Development, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Securities Lending, Cash Flow Lending, Sales Management, Lines Of Credit, Commercial Lending, Banking, Loans, Treasury Management, Credit, Cash Management, Small Business Lending, Loan Origination, Credit Risk, Structured Finance, Cross Selling, Portfolio Management, Consumer Lending, Private Banking, Credit Analysis, Deposits
Education
University of California, Los Angeles
Bachelor of Business Administration (BBA), Finance, General
Union Bank July 2012 - Present
Wells Fargo Bank 2008 - 2012
Van Tuyl Group, Inc. 2005 - 2008
Skills
Retail Banking, Investment Banking, Commercial Banking, Business Lending, International Business..., Global Business..., New Business Development, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Securities Lending, Cash Flow Lending, Sales Management, Lines Of Credit, Commercial Lending, Banking, Loans, Treasury Management, Credit, Cash Management, Small Business Lending, Loan Origination, Credit Risk, Structured Finance, Cross Selling, Portfolio Management, Consumer Lending, Private Banking, Credit Analysis, Deposits
Education
University of California, Los Angeles
Bachelor of Business Administration (BBA), Finance, General
Nancy Okubo's Union Bank Experience November 2013 - Present
Job Marketing and Sales Support Specialist at Union Bank
Industry Banking
Experience
Union Bank November 2013 - Present
Education
University of California, Irvine
Union Bank November 2013 - Present
Education
University of California, Irvine