Union Bank
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Union Bank November 2012 - Present
Celebrity Stylist/ Style Expert July 2010 - Present
Aya Couture September 2008 - Present
The Gallery Los Angeles May 2011 - September 2012
Rue de Jeans January 2011 - May 2011
Wachovia, A Wells Fargo Company August 2008 - September 2009
Skills
Apparel, Marketing, Fashion, Wardrobe, Creative Direction, Public Relations, Blogging, Fashion Design, Advertising, Photography, Styling, Textiles, Merchandising, Market Research, Fashion Shows, Business Planning, Customer Service, Photoshop, Public Speaking, Sales
Education
School of Style 2010 — 2010
Fashion
University of California, San Diego 2005 — 2007
Bachelor of Arts, Sociology/Marketing
Evolve Bank and Trust November 2014 - Present
Community Bank September 2012 - November 2014
Independence Bank February 2011 - August 2012
JP Morgan Chase August 2007 - January 2011
Orange Community Bank October 2004 - August 2007
Union Bank May 2002 - October 2004
Skills
Bilingual Proficiency..., Ability to read, write..., Loans, Cash Management, Business Development, Financial Structuring, Commercial Lending, Commercial Banking, New Business Development, Banking, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Commercial Mortgages, Treasury Management, Consumer Lending, Mortgage Lending, SBA, Retail Banking, Loan Origination, Portfolio Management, Completed formal credit..., Branch Banking, Asset Based Lending, Securitization, Financial Analysis, Private Banking, Risk Management, Finance, Credit Cards, Deposits, Debt Restructuring, Cross Selling, SBA 504, Credit Risk, Branch Management, Relationship Management, Underwriting, Mortgage Banking, Cash Flow Lending, Refinance, Construction Loans, Middle Market, Financial Services, Treasury Services, Banking Relationships, Residential Mortgages, Financial Risk, Commercial Real Estate
Education
University of California, Los Angeles 1992 — 1995
North Miami junior high
North Miami junior high
Global Equity Finance NMLS ID #13116 March 2015 - Present
Global Equity Finance Inc. December 2014 - March 2015
e5 Solutions Group August 2014 - October 2014
Sutter Community Bank April 2013 - August 2013
MedImpact July 2012 - February 2013
Union Bank June 2011 - April 2012
LPL Financial December 2010 - January 2011
Bank of America May 2010 - December 2010
Cbeyond August 2009 - October 2009
First Investors Corporation April 2009 - July 2009
Skills
Accounts Receivable, Financial Analysis, Microsoft Excel, Accounting, Management, Training, Sales, Auditing, Customer Service, Customer Satisfaction, Teamwork, Leadership, Time Management, Marketing, Public Speaking, PowerPoint, Organizational..., Operational Efficiency, Business Loans, Credit Analysis, Problem Solving, Pivot Tables, V Lookups, Data Analysis, Marketing Strategy
Education
University of Colorado at Denver 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, San Diego 2011 — 2012
Certificate, Accounting
University of California, San Diego 2004 — 2009
BS/BA, Biology / Economics
Evcc Customer Service Manager, AVPUnion BankMarch 1986 - January 2013
Union Bank March 1986 - January 2013
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Cross Selling, Branch Banking, Relationship Management, Deposits
Education
Everett Community College
Associate of Arts (AA) Business Technology, Human Services, General
UCSD
Legal Translation & Interpretation
Union Bank April 2011 - Present
Mercer June 2010 - April 2011
Western Psychological Services 2008 - 2010
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Financial Forecasting, SPSS, Analysis, Research, SRC, Hyperion Planning, Access Database, SQL, Forecasting, Portfolio Management, Loans, Mortgage Lending
Education
University of Southern California 2006 — 2010
University of California, San Diego
Finance
Rebuilding Together San Francisco October 2015 - Present
MUFG Americas April 2009 - Present
Union Bank March 2009 - April 2009
Union Bank of California March 2007 - March 2009
Skills
Analysis, Process Improvement, Program Management, Strategic Planning, Sustainability Strategy, Sustainability Reporting, Environmental..., Sustainability..., Energy, Data Analysis, Sustainability, Requirements Analysis, Strategy, Project Management, Environmental Awareness, Financial Analysis, Banking, Vendor Management, Finance, Economics, Social Media, Management
Education
University of California, San Diego 2002 — 2006
BA, Economics
Union Bank December 2011 - Present
BizFed 2014 - 2015
BizFed 2014 - 2015
Beverly Hills Financial Services LLC March 2011 - September 2011
Guggenehim Sovereign LLC January 2010 - February 2011
Sovereign Fund Management Group May 2009 - October 2009
Independent International Trade Specialist April 2009 - July 2009
City National Bank January 2005 - April 2009
Foreign Trade Association 2006 - 2008
Trade Source International January 2000 - January 2005
Skills
Trade Finance, Sales, International Trade, Structured Finance, Banking, Project Finance, Emerging Markets, Export, Commercial Banking, Trading, Commercial Lending, Loans, Credit, Letters of Credit, Finance, Financial Structuring, Export Finance, Corporate Finance, Asset Managment, Equities, Financial Services, FX Options, Funding, Relationship Management, Payments, Management, Credit Analysis, Credit Risk, Treasury Management
Education
University of California, Los Angeles 1972 — 1977
Bachelor of Arts, Economics
Union Bank November 2013 - Present
Wells Fargo Advisors April 2011 - November 2013
California First Leasing Corporation May 2010 - March 2011
Skills
Investments, Wealth Management, Financial Services, Series 63, Portfolio Management, Banking, Investment Advisory, Small Business Lending, Financial Analysis, Finance, Relationship Management, Retirement Planning, Mutual Funds, Securities, Loans, Credit, Strategic Financial..., Financial Advisory, Asset Management, Credit Analysis, Commercial Lending, Loan Origination, Commercial Banking, Insurance, Risk Management, Asset Allocation, Uniform Combined State..., Retirement, Investment Strategies, Consumer Lending, Series 6, Equities, Fixed Annuities, IRAs, Fixed Income, Life Insurance, 401k, Private Banking, Retail Banking, FINRA, ETFs, 401k Rollovers, Cross Selling, Investment Management, Bonds, Wealth Management..., Mortgage Lending, Wealth, Lines Of Credit
Education
University of California, Los Angeles 2015 — 2017
MBA candidate, Financial Planning and Services
California State University-Long Beach 2003 — 2008
Business Economics, Business/Managerial Economics
Union Bank January 2012 - Present
Deloitte & Touche September 2010 - September 2011
Education
University of California, Los Angeles 2006 — 2010
B.A., Economics, Environmental Systems and Society
Comerica Bank September 2013 - Present
Union Bank January 2013 - May 2013
First Investors October 2011 - January 2012
Northwestern Mutual July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Economic Research, Data Analysis, Financial Analysis, Credit Analysis, Capital Budgeting, Forecasting, Financial Modeling, Banking, Credit, Portfolio Management, Valuation, Corporate Finance, Finance, Economics, Analysis, Investments
Education
UCSD 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Agoura High School 2004 — 2008
Barclays June 2014 - Present
Piper Jaffray June 2013 - August 2013
Union Bank June 2012 - May 2013
Skills
Financial Modeling, Investment Banking, DCF Valuation, Mergers & Acquisitions, LBO, Capital Markets, Corporate Finance, Valuation, Finance
Education
UCSD 2009 — 2013
Political Economy, Accounting and Finance
Castro Valley High School
MUFG UNION BANK July 2013 - Present
Union Bank February 2004 - July 2013
Union Bank August 2000 - February 2004
Skills
Banking, Loans, Credit, E-Learning, Project Management, Financial Accounting, Credit Analysis, Risk Management, Mortgage Lending, Retail Banking, Small Business Lending, Financial Analysis, Coaching, Leadership Development, Blended Learning, Change Management, Customer Service, Performance Consulting, Training, Needs Analysis, Team Building, Instructional Design, Performance Management, Employee Engagement, Organizational..., Organizational..., Performance Improvement, Training Delivery, Talent Management, Workshop Facilitation, Employee Training, Instructor-led Training, Financial Services, Onboarding, Training Facilitation, Consumer Lending, Leadership, Management, Relationship Management, Process Improvement, Captivate, Career Development, Learning Management..., Program Facilitation, ADDIE, Consulting
Education
University of California, Riverside 1995 — 2000
BS, Business Administration
Los Angeles Center for Enriched Studies
Union Bank 2010 - Present
Union Bank October 2005 - July 2010
Union Bank January 2001 - October 2005
Union Bank November 1993 - January 2001
Skills
training content..., Commercial Banking, Cash Management, Financial Services, Retail Banking, educational webinars, project management, technical skills, e-learning, online resource..., customer relationship..., referral tracking, CRM, Banking, Treasury Management, Project Management, Risk Management, Product Management, Training, Strategy, E-Learning, Relationship Management, Management, Sales, Process Improvement, Treasury, Treasury Services
Education
University of California, San Diego 2003 — 2005
Certificate, Business Computing
Lyon College, Batesville, Ark. 1983 — 1987
B.A., Media Arts
Chef Works March 2014 - Present
Union Bank June 2012 - March 2014
Wells Fargo August 2006 - June 2012
Skills
Sales, Lines Of Credit, Small Business Lending, Consumer Lending, Credit, Customer Service, Microsoft Office, Loans, Human Resources, Retail Banking, Mortgage Banking, Spanish-speaking, Leadership, Cross Selling, Loan Origination, Banking, Inside Sales, Sales Process, Relationship Management, Relationship Building, Organizational..., Time Management, Market Research, Teamwork, New Business Development, B2B
Education
UCSD 2013 — 2015
Certificate
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Volunteer January 2012 - Present
Santa Monica College January 2012 - June 2015
TFS- Enterprise Architecture (3mo Contract Assignment) September 2011 - December 2011
Union Bank July 2006 - October 2010
TBG January 2006 - June 2006
The Decurion Corporation November 2004 - June 2005
Washington Mutual Bank March 1989 - April 2004
Skills
Scheduling, Strong Communication..., Risk Management, Enterprise Risk..., Project Methodology, Strategic Planning, Strategic Policy..., Team Leadership, Operations Management, Business Process..., Project Management, Technical Writing, Compliance, Multi Tasking, Business Strategy, Visio, Customer Service, SharePoint, Lotus Notes, Cultural Diversity, Research, Presentations, Adobe Acrobat, Photoshop, Media Planning, Copy Editing, Semantics, Process Documentation, Format and Design, Process Scheduler, Cross-functional Team..., Volunteer Training, Microsoft Office, Administrative..., Outlook, Microsoft Excel, Microsoft Word, Vendor Management, Business Analysis, Loans, Process Improvement, Mortgage Lending, Management, Banking, Credit, Loss Mitigation, Commercial Lending, Portfolio Management, Operational Risk..., Financial Services
Education
University of California, Riverside
Union Bank May 2015 - Present
Bank of the West August 2013 - May 2015
Bank of the West October 2012 - August 2013
Northwestern Mutual May 2012 - November 2012
Golden State Tour October 2009 - September 2011
Oak Quarry Golf Club July 2007 - October 2009
University of California, Riverside August 2004 - June 2008
Skills
Leadership, Insurance, Analysis, Websites, Private Banking, Customer Service, Training, Time Management, Sales, Banking, Finance, Credit, Risk Management, Strategy, Portfolio Management
Education
University of California, Riverside 2003 — 2008
Bachelor of Arts (BA), English
Sharp Health Plan August 2014 - Present
JPMorgan Chase September 2011 - December 2013
Union Bank March 2003 - September 2010
Union Bank September 2000 - March 2003
Wells Fargo September 1991 - September 1996
Skills
Mortgage Lending, Loans, Credit, Loan Origination, FHA, Mortgage Banking, Underwriting, Loss Mitigation, Banking, Loan Servicing, Financial Analysis, Residential Mortgages, Mortgage Underwriting
Education
University of California, San Diego
B.A., Quantitative Economics and Decision Sciences
Union Bank 2003 - Present
Education
University of California, Riverside 2004 — 2006
Bachelor of Business Administration (B.B.A.)
MUFG Union Bank August 2013 - Present
City National Bank June 2013 - July 2013
U.S. Bank January 2013 - April 2013
Union Bank June 2006 - December 2012
Union Bank January 2006 - April 2006
Buck Consultants (current affliate of Xerox) June 1999 - October 2005
Skills
Accounting, Investments, Loans, Account Reconciliation, Finance, Banking, Software Documentation, Auditing, Retirement Planning, Human Resources, Financial Services, Cash Management, Customer Service, CRM, Securities, Financial Analysis, Risk Management, Mutual Funds, Employee Benefits, Defined Benefit, •Certified Securities..., Management, Payroll, Retirement, Teamwork, Financial Modeling, 401k, Credit
Education
University of California, San Diego
Bachelor of Arts (B.A.), Mathematics
San Diego Community College 2010 — 2013
Certificate of Performance Governmental/Nonprofit Accounting, Accounting
Southen California Edison February 2007 - Present
Union Bank June 1996 - February 2007
Skills
Business Requirements, Business Relationship..., System Testing, Use Case Diagrams, Portfolio Optimization, Application Portfolio..., Facilitations, Functional..., Team Leadership, Cross-functional Team..., Teamwork, Communication Skills, Reporting & Analysis, Team Mentoring, Project Planning, MS Project, Visio, Project Portfolio..., Interpersonal Skill, Microsoft Project, Portfolio Management, Financial Modeling, Business Analysis, Business Process, Business Process..., Financial Analysis, Process Improvement
Education
University of California, Riverside 1989 — 1993
BS, Economics
Union Bank May 2015 - Present
Union Bank December 2011 - Present
Greater San Diego Transportation Company May 2000 - February 2004
Reliant General Insurance Services August 1999 - May 2000
Remedy Intelligent Staffing September 1998 - August 1999
Skills
Sales Management, Customer Service, Call Centers, Coaching, Retail Banking, Customer Service..., Staffing Services, Staff Supervision, Personal Lines Auto, P&C Insurance, Customer Service..., Strategic Planning, Sales
Education
University of California, San Diego
Economics
Union Bank May 2013 - Present
Union Bank October 2009 - May 2013
Union Bank July 2008 - October 2009
Union Bank April 2007 - July 2008
Hepapro Corporation August 2000 - February 2007
Skills
Customer Service, Customer Satisfaction, Coaching, Training, Recruiting, Staff Retention, Employee Relations, Human Resources, Building High..., Compensation & Benefit, Schedules, Confidentiality, Managerial, Acquisition Integration, Volunteering, Volunteer Management, Disciplinary Action, Management Training..., Administrative Office..., Microsoft Office, Taleo, Retail Banking, 10 Key, Employee Benefits, Leadership, Management, Performance Management
Education
University of California, Irvine - Extension
Certificate, Human Resources Management
University of California, San Diego
Bachelor of Arts, International Studies
Union Bank April 2013 - Present
Union Bank October 2010 - April 2013
Skills
Business Analysis, Finance, Financial Analysis, Financial Reporting, Internal Controls, Risk Management, Accounting, Auditing, Project Management, Process Improvement, Microsoft Excel, Access, Analysis, Budgets, Data Analysis, Financial Risk, Microsoft Office, PowerPoint, Management
Education
University of California, Riverside
Bachelor's degree, Business/Managerial Economics
Union Bank April 2013 - Present
Experian Consumer Direct October 2012 - April 2013
ING DIRECT January 2011 - November 2012
ING DIRECT November 2006 - January 2011
ING DIRECT November 2003 - November 2006
United National Bank February 2003 - October 2003
General Bank September 2000 - February 2003
Skills
Cognos, Microsoft SQL Server, Oracle SQL, Informatica, VBA, Microsoft Office, MS Excel Pivot Tables, Business Intelligence, Agile Methodologies, ETL, DMR, Dashboarding, Access, OLAP, Erwin, Regression Analysis, Strategic Financial..., HMDA, Financial Modeling, Mortgage Analytics, Mortgage Underwriting, Financial Statement..., Databases, Oracle
Education
University of California, Riverside 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Elevated Resources Inc June 2014 - April 2015
Collabrus December 2011 - September 2013
Union Bank May 1999 - November 2011
Union Bank August 1997 - March 1999
Fairchild Fastners - Voi-Shan - Screwcorp 1986 - 1997
Skills
Excel, Access, Financial Reporting, Analysis, Business Objects, Monarch, Tableau, Oracle SQL, SQL Server, SSRS, Excel power pivots &..., Organizational Hierarchy, Microsoft Excel, Microsoft SQL Server, Process Improvement, Project Management, Vendor Management, Banking, Accounting, Analytics, Forecasting, SQL, Databases
Education
UC San Diego 2002 — 2005
Certificate, Business Management
Kensington Investment Counsel October 1999 - Present
Credit Suisse 1995 - 1999
Union Bank July 1993 - July 1995
Education
UCLA 1988 — 1993
BA, Economics
Margulies Faith LLP, Piper Gore January 2010 - Present
Javan Consulting January 2009 - Present
Union Bank September 2012 - May 2013
Javan Consulting October 2011 - August 2012
Self Employed January 2010 - August 2012
Nelson Properties January 2011 - September 2011
Tutelian and Company December 2010 - January 2011
Nottinghill Bridge November 2005 - January 2010
Nottinghill Gate, LLC October 2002 - January 2010
Magnolia Audio Video 2010 - 2010
Skills
Property Management, Supervisory Skills, Team Building, Customer Service, Real Estate Transactions, LIHTC, Fair Housing, ADA compliance, Non-profits, SQL, Quality Assurance, Yardi Property..., Microsoft Office, Adobe Acrobat, Computer Hardware, Public Speaking, Fundraising, Budgets, QuickBooks, Real Estate, Nonprofits, Problem Solving, Writing, C++, AFS, Real Estate Negotiation, Relationship Cultivation, T.C.A.C., Fiserv/Precision, Loans, Investors, Location Intelligence, Apartments, Property, Mortgage Lending, Selling, Brokerage, Investments, Real Estate Economics, Leases, Real Estate Development, Real Estate Financing, Disposition, Corporate Real Estate, Commercial Real Estate, Tenant, Referrals, Commercial Mortgages, Lease Negotiations, Finance
Education
University of California, Los Angeles 1998 — 2000
Biochemistry/Psychology, Bio-Chemistry, Advanced Mathmatics, Statistics, Economics, Organic Chemistry
California School of Real Estate 1997 — 1998
California Real Estate License, Real Estate
RVW August 2015 - Present
J.P. Morgan May 2013 - July 2015
Deloitte August 2011 - May 2013
Classy Brass June 2006 - December 2011
Future Business Leaders of America PBL September 2007 - June 2011
Union Bank June 2010 - September 2010
Merrill Lynch March 2010 - June 2010
UCSD Campus Budget Office March 2009 - June 2009
Skills
Economics, Excel, Accounting, PowerPoint, Word, Financial Reporting, Microsoft Office, Due Diligence, Microsoft Excel, Microsoft Word, Leadership, Corporate Finance, Management, Risk Management, Finance, Investments, Financial Accounting, Banking, Budgets, Auditing, Financial Modeling, Equities, Financial Analysis, Data Analysis, Valuation, Analysis
Education
University of California, San Diego
B.A., Economics, Honors with Highest Distinction
Protiviti July 2015 - Present
MUFG Americas May 2014 - August 2014
USC Marshall School of Business August 2013 - May 2014
Toyota Financial Services March 2014 - March 2014
Union Bank May 2013 - August 2013
Redwood Investment Management February 2013 - May 2013
Merrill Lynch September 2012 - December 2012
Skills
Financial Modeling, Wealth Management, Microsoft Excel, Visio, Risk Management, Internal Audit, Analysis, Leadership, Data Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
WU (Vienna University of Economics and Business)
Business Administration
University of California, Riverside 2010 — 2012
Bachelor of Science (BS), Business Administration
East West Bank September 2012 - Present
Union Bank January 2010 - September 2012
Fast Trading Services LLC January 2009 - December 2010
Associated Foreign Exchange November 2007 - May 2008
Skills
Capital Markets, Currency, Foreign Exchange, FX Options, Derivatives, Asset Management, Portfolio Management, Trading, Options, Bloomberg, Investment Banking, Equities, Fixed Income, Swaps, Banking, Financial Analysis
Education
University of California, Los Angeles
BA
I must enter a company July 2005 - Present
Paper Pichay January 2008 - January 2015
Union Bank August 2003 - January 2005
Skills
Microsoft Excel, Earned Value Management, Financial Analysis, Financial Modeling, Process Improvement, Cost Accounting, Forecasting, Analysis, Financial Reporting, Finance, Strategic Financial...
Education
University of Massachusetts, Amherst 2010 — 2012
MBA, Business Management
University of California, Los Angeles 1999 — 2003
Bachelors, Business Economics
Huitly October 2013 - Present
Fuisz Media March 2015 - July 2015
Union Bank July 2014 - March 2015
Wells Fargo Advisors April 2013 - July 2014
Sprott Global Resource Investments, Ltd. October 2010 - June 2012
We Love Long Beach June 2008 - September 2008
Skills
Series 7, Entrepreneurship, Networking, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Series 63, Investment Strategies, Bloomberg, Management, Research, Microsoft Office, Social Media, Public Speaking, Stress Management, Investments, Marketing, Social Networking, Event Planning, Communication, Customer Service, Financial Analysis, Social Media Marketing, Series 11, Communication Skills, Financial Modeling, Competitive Analysis
Education
University of California, San Diego 2006 — 2011
B.A. Economics, Minors in Accounting and Environmental Studies
University of California, San Diego Extension 2010 — 2011
Professional Certificate, Business Analysis
Union Bank 2006 - Present
Union Bank of California April 2005 - Present
Skills
Loans, Retail Banking, Banking, Small Business Lending, Commercial Lending, Credit, Branch Management, Loan Origination, Branch Banking, Lines Of Credit, Management, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Financial Analysis
Education
University of California, San Diego 1992 — 1996
Union Bank May 2015 - Present
Far East National Bank September 2014 - Present
Wells Fargo Bank August 2013 - July 2014
ATutorNow (formerly MyTutorNow) June 2012 - August 2013
International Financial and Insurance Services June 2011 - September 2011
One2one Learning Center April 2006 - August 2006
Skills
fluent in Mandarin, Chinese, Economics, English, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Stata, Microsoft Word, Public Speaking, Marketing, Marketing Strategy, Facebook, Public Relations, Teaching, Management, Time Management, Mandarin, Customer Service
Education
University of California, San Diego 2009 — 2013
bachelor of arts, economics
diamond bar high school 2005 — 2009
High School Diploma
Notary Public March 2014 - Present
Banc of California June 2015 - Present
Life Evangelical Church June 2014 - June 2015
Union Bank December 2014 - May 2015
LeTip of Newport Beach 2015 - 2015
Citibank May 2013 - November 2014
Union Bank May 2011 - May 2013
Step Off Ministry August 2007 - September 2011
Maritz Research January 2011 - May 2011
Nordstrom July 2010 - February 2011
Skills
Sales, Leadership, Banking, Customer Service, Analysis, Marketing, Recruiting, Management, Process Improvement, Bank Secrecy Act, Microsoft Office, Sales Presentations, Microsoft Excel, Deposits, Account Management, Credit, Sales Operations, Korean, Marketing Strategy, Strategic Planning, Team Leadership, Team Building, Sales Process, Market Research, Cross Selling, Public Speaking, Event Planning, Cash Management, Relationship Management, Talent Acquisition, Retail Banking, Training, Teamwork, Finance, Small Business Lending, Loans, Lines Of Credit, Risk Management, Loan Origination, Financial Analysis
Education
University of California, Riverside
Business Admin
Union Bank January 2014 - Present
Parker and Lynch July 2013 - January 2014
Accounting Principals November 2012 - February 2013
CB Richard Ellis January 2008 - June 2011
CB Richard Ellis May 2001 - December 2007
CB Richard Ellis July 2000 - May 2001
Transamerica Occidental Life Insurance Company August 1998 - June 2000
Sanli Pastore & Hill, Inc July 1996 - August 1998
Skills
Financial Analysis, Budgeting, Forecasting, Planning, Analysis, Process Improvement, Project Planning, Business Planning, Budgets, Change Management, Strategic Planning, Leadership, Strategic Financial..., Finance, Variance Analysis, Training, Project Management, Team Building, Business Process, Business Strategy, Performance Management, Financial Forecasting, Financial Modeling, Mergers & Acquisitions
Education
University of California, Los Angeles 1992 — 1996
B.A
HR&A Advisors July 2015 - Present
NYC Dept. of Housing Preservation and Development September 2013 - June 2015
Office of Congresswoman Maxine Waters January 2013 - May 2013
Congressional Hispanic Caucus Institute August 2012 - May 2013
National Housing Partnership Foundation August 2012 - December 2012
UCLA School of Public Affairs September 2010 - June 2012
Union Bank June 2011 - May 2012
West Angeles Community Development Corporation January 2011 - May 2011
The Greenlining Institute July 2006 - June 2010
Education
University of California, Los Angeles 2010 — 2012
Masters, Urban and Regional Planning
University of California, Santa Cruz 2002 — 2006
BA
University of Portland November 2014 - Present
University of Portland August 2014 - Present
CSz Portland September 2013 - Present
Gonzalez, Quintana & Hunter LLC March 2013 - August 2014
Union Bank December 2011 - May 2013
Noble House Hotels & Resorts September 2010 - August 2011
Black Oak Casino May 2009 - September 2010
Sierra Repertory Theatre June 2007 - February 2009
Staples February 2008 - November 2008
Skills
Customer Service, Microsoft Office, Public Speaking, Office Equipment, Team Leadership, Money, Sales, PowerPoint, Typing, Apple, Money Handling, Photoshop, Leadership
Education
University of Portland 2014 — 2017
Master's Degree, Communication, General
University of California, Riverside 2010 — 2011
BA, Political Science, Theatre
Columbia College 2007 — 2010
AA, Communication
Summerville High School 2006 — 2007
Union Bank May 2013 - Present
ERA February 2011 - May 2013
Wells Fargo Home Mortgage January 2009 - February 2011
Home Savings of America 1991 - 1996
Skills
Short Sales, First Time Home Buyers, Real Estate, Refinance, Mortgage Lending, REO, Investment Properties, Loans, FHA financing, Real Estate Financing, Sellers, Property, FHA, Mortgage Banking, Foreclosures, Condos, Residential Mortgages, Referrals, Real Estate Economics, Underwriting, Relocation, Single Family Homes, Residential Homes, Loan Origination, Real Estate Transactions, Investors, Buyer Representation
Education
University of California, Los Angeles 1978 — 1980
Bachelor of Science, Economics
Edwards Lifesciences July 2011 - Present
Union Bank February 2008 - June 2012
Tiempo Escrow, Inc. June 2005 - September 2007
Coast Physical Therapy and Sports Medicine April 2003 - June 2005
Skills
Customer Service, Banking
Education
Retail Officer Training Program, Union Bank 2008 — 2009
University of California, San Diego 2001 — 2005
Bachelor of Arts, Psychology
Village Christian School
SMCI December 2014 - Present
Saraiya Business Consulting September 2010 - Present
Universal Business Team August 2014 - October 2014
Green Dot Corporation December 2013 - August 2014
Union Bank July 2008 - September 2010
Digital Insight, an Intuit Company July 2006 - June 2008
National City Bank October 2000 - December 2005
Skills
Product Management, Business Analysis, Cross-functional Team..., Banking, Project Management, SDLC, Payments, Enterprise Software, Management, Cash Management, Project Portfolio..., Product Development, Internet Banking, Electronic Payments, Integration, Leadership, Analysis, Process Improvement, Executive Management, Treasury Management, Product Requirements, Market Research, Strategic Planning, Agile Project Management, Scrum, Payment Systems, P&L Management, Mobile Payments, Pricing Strategy, Commercial Banking, Product Lifecycle..., Cross Functional Team..., International Cash..., MRDs, User Experience Design, Website Development, SWIFT payments, SWIFT messages, PMBOK, SASS, B2B, B2C, JIRA, Confluence, Lockbox, Program Management
Education
University of Illinois - Urbana-Champaign 1998 — 2000
MBA
University of California, Riverside 1991 — 1995
BS
Union Bank May 2012 - Present
Bank of America January 2007 - November 2011
Toyota October 2004 - October 2005
Vizional Technologies March 2000 - October 2003
Transamerica Asset Management July 1996 - January 1999
Skills
Software Project..., Project Portfolio..., SDLC, Project Management, PMO, Process, RUP, Agile, Six Sigma, Program Management, Portfolio Management, SOX, MS Project, Clarity, Excel, SharePoint, Project Management..., Team Building, Building Strong Teams, Mentoring, Infrastructure Projects, Software Development..., Software Development, Scrum, Certified Scrum Master..., PMBOK, PMI, Process Development, Project Execution, Web Project Management, PMP, Project Delivery, Waterfall, Resource Management, Project Planning, Agile Project Management, Business Process..., Release Management, Virtual Teams, IT Governance, Vendor Management, Business Process, IT Management, Software Implementation, Process Improvement, Project Implementation, Governance, Certified Project..., Process Engineering, Project Governance
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Process Improvement/Project Management
UCSD
BA, political science and history
California Bank & Trust April 2014 - Present
California Bank & Trust May 2007 - April 2014
Union Bank January 2003 - November 2006
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Branch Management, Consumer Lending, Loans, Lines Of Credit, Credit, Loan Origination, Asset Based Lending, Credit Analysis, Commercial Mortgages, Retail Banking, Cross Selling, Banking, Mortgage Lending, Portfolio Management, Cash Management, Banking Relationships, SBA, Treasury Management
Education
UC Riverside 1999 — 2002
Bachelor's of Science, Business Administration
Palm springs High school
Palm springs High school
Canyon Partners, LLC October 2012 - Present
BlackRock August 2010 - August 2012
Union Bank June 2008 - May 2009
Skills
Valuation, Financial Modeling, Quantitative Analytics, Bloomberg, Asset Managment, Capital IQ, Derivatives, Structured Finance, Fixed Income, Hedge Funds, Capital Markets, Private Equity
Education
University of California, Los Angeles 2006 — 2010
B.A., Business Economics / Pre-Med
Notre Dame College Preparatory 2002 — 2006
Grandpoint Bank March 2012 - Present
ACAMS Southern California Chapter July 2011 - June 2015
Grandpoint Bank March 2012 - October 2013
Union Bank August 2010 - March 2012
First Regional Bank June 2006 - July 2010
Federal Deposit Insurance Corporation 1993 - 2006
Skills
Bank Secrecy Act, Risk Management, Banking, OFAC, USA PATRIOT Act, AML, Loans, Risk Assessment, Commercial Lending, Commercial Banking, KYC, Credit, Financial Risk, Retail Banking, Anti Money Laundering, Credit Analysis, Credit Risk
Education
University of California, Riverside 1991 — 1993
BA
GiveTopia September 2011 - Present
Comerica Bank 2010 - 2011
Union Bank 2008 - 2010
Education
UCSD
Alison James March 2015 - Present
Union Bank December 2013 - Present
Wells Fargo Bank, N.A. June 2012 - December 2013
Bank of America June 2011 - June 2012
Skills
Customer Service, Management, Risk Management, Microsoft Office, Financial Analysis, Credit, Leadership, Sales, Loans, Finance, Business Analysis, Portfolio Management, Analysis, Microsoft Word, Process Improvement, Investments, Mortgage Lending, Marketing, Credit Analysis, Team Building
Education
University of California, San Diego
Bachelor's degree, Business/Corporate Communications
CRE Advisers 2015 - Present
Union Bank December 2013 - August 2015
MEI Real Estate Services 2007 - November 2013
Skills
Real Estate, Disposition, Real Estate Transactions, Property Management, Lease Administration, Real Estate Economics, Leases, Asset Managment, Negotiation, Financial Analysis, Market Analysis, Landlord
Education
University of California, San Diego 2001 — 2004
B.A., Economics
Experian June 2014 - Present
Union Bank May 2013 - May 2014
DIRECTV November 2007 - May 2013
DIRECTV January 2006 - November 2007
DIRECTV September 2005 - January 2006
Bobit Business Media September 2004 - May 2005
AOL February 2004 - May 2004
PR Newswire June 2002 - February 2004
AOL March 2000 - December 2000
Skills
Editing, Press Releases, Web Content Management, Web Content, CMS, Writing, Content Development, Content Creation, Content Strategy, Web Project Management, SharePoint, Dreamweaver, E-commerce, Newsletters, Proofreading, Publications, Marketing, Online Marketing, Management, Digital Media, Project Management, User Experience, Cross-functional Team...
Education
University of California, Los Angeles 1995 — 1999
BA, English
Vacaville High 1991 — 1995
Diploma
BAE Systems June 2011 - Present
UC San Diego April 2011 - June 2011
Union Bank June 2010 - December 2010
Rady School of Management August 2009 - January 2010
Skills
HTML, Java, jQuery, JavaScript, C++, Tomcat, JBoss Application Server, Unix, Eclipse, Web Services, Maven, AJAX, YUI, JSP, Servlets, CSS, C, JUnit, Spring Integration, RESTful WebServices, SQL, Shell Scripting, Python, Linux, JSON, MySQL, Red Hat Linux, IDE, AspectJ, Tortoise SVN, Subversion, Git, JIRA, NetBeans, XML, Software Engineering, REST, Spring Framework, Web Applications, Hibernate, Web Development, Jenkins
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Computer Science
McKesson Provider Technologies May 2009 - Present
Flawless Affairs, LLC 2007 - Present
Cisco March 2006 - January 2009
General Motors February 2005 - March 2006
Selig Industries/ Zep, Inc February 2004 - February 2005
Cox Communications September 2003 - January 2004
Kaiser Permanente March 2003 - September 2003
Union Bank February 1996 - May 2002
Skills
Sales, Salesforce.com, Account Management, Lead Generation, CRM, Marketing
Education
Strayer University 2010 — 2012
MBA, Marketing
Clayton State University 2006 — 2006
Certificate, Event Planning Certificate
University of California, San Diego 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Monte Vista High School 1987 — 1990
Diploma, College Prep
Berean Christian High School 1986 — 1990
College Prep
Union Bank November 2013 - Present
Remedy Temporary Services July 2013 - November 2013
Wells Fargo December 2012 - July 2013
Starbucks August 2012 - December 2012
Education
University of California, Riverside 2007 — 2012
Bachelor’s Degree, Business Economics
Union Bank July 2012 - Present
Union Bank July 2012 - Present
Wells Fargo February 2011 - July 2012
Enterprise Rent-A-Car July 2010 - February 2011
Skills
Microsoft Office, Management, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of California, Riverside 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Government, History
Union Bank 2015 - Present
Admirals Bank 2014 - 2015
JPMorgan Chase 2012 - 2014
Merrill Lynch 2007 - 2009
First Franklin 2003 - 2007
Royal Caribbean International 2000 - 2003
Skills
Credit, Banking, Mortgage Lending, Finance, Mergers & Acquisitions, Business Development, Entrepreneurship, Sales, Wealth Management, Policy, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Real Estate, Referrals, Credit Analysis
Education
University of California, Riverside
Business Administration and Management, General
Union Bank
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Risk Management, Real Estate, Loan Origination
Education
University of California, Riverside 2005 — 2009
Business, Business
Expeditors February 2015 - Present
Union Bank October 2013 - November 2014
Regal Entertainment Group October 2011 - January 2013
Skills
Public Speaking, Youth Mentoring, Customer Service, Time Management, Leadership, Team Building, Networking, Microsoft Office, Banking, Event Management, Research, Training, 10 Key, Social Networking, Social Media, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Community Outreach, Fundraising, Nonprofits, Spanish
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Anthropology
Union Bank May 2015 - Present
Union Bank September 2014 - April 2015
GLOW September 2011 - April 2014
Bay Area College Success Network July 2012 - June 2013
Public Allies September 2011 - June 2012
Student Promoted Access Center for Education and Service (SPACES) March 2009 - June 2010
Student Promoted Access Center for Education and Service (SPACES) November 2007 - June 2008
Skills
Nonprofits, Community Organizing, Leadership, Program Evaluation, Non-profits, Program Development, Curriculum Design, Community Outreach, Public Speaking, Higher Education, Curriculum Development, Strategic Planning, Fundraising, Volunteer Management, Grant Writing, Event Planning, Community Development, Access, Education, Partnerships, Partner Management, Program Management
Education
University of California, San Diego 2008 — 2010
Bachelor of Arts, Sociology
Union Bank March 2014 - Present
Union Bank October 2011 - March 2014
Union Bank October 2009 - September 2011
Union Bank July 2007 - October 2009
Union Bank of California October 2006 - June 2007
Union Bank of California July 2005 - September 2006
Skills
Credit Analysis, Loans, Underwriting, Credit, Commercial Lending, Credit Risk, Banking, Commercial Banking, Portfolio Management, Financial Analysis
Education
University of California, San Diego 2003 — 2005
BA, Economics
Union Bank December 2014 - Present
Department of Economics, UC San Diego March 2014 - October 2014
Financial Analysis Office, UC San Diego June 2013 - September 2013
University of California, San Diego March 2013 - August 2013
Skills
Microsoft Excel, Time Management, Corporate Finance, Databases, Budgeting, Forecasting, PowerPoint, Financial Analysis, Data Collection, Access, SQL, Hyperion, Mortgage Banking
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.),, Economics
University of San Diego
Union Bank April 2014 - Present
US Bank June 2010 - April 2014
Union Bank 2009 - 2010
Union Bank 2005 - 2009
Education
UCLA
BS, Math / Economics
Union Bank Loan AssociateLeader CoachWeight WatchersJuly 2014 - Present
Union Bank 2002 - 2012
Skills
Commercial Banking, Loans, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Loan Origination, Retail Banking, Financial Risk, Small Business Lending
Education
University of California, Riverside 1997 — 2001
Bachelor's degree, Business Administration and Management, General
University of Redlands
Edwards Lifesciences February 2014 - Present
Candelis, Inc. February 2011 - January 2014
UC Irvine Medical Center January 2013 - December 2013
American Society for Quality at UCR June 2011 - December 2012
ASQ Southeast Southern California Quality Day May 2011 - October 2011
American Society for Quality at UCR November 2010 - June 2011
Union Bank June 2010 - January 2011
Skills
Microsoft Office, Customer Satisfaction, Technical Documentation, Software Distribution, Software, Quality Assurance, Six Sigma, Medical Devices, Process Improvement, Data Analysis, Statistics, Project Management, Leadership, Regulatory Affairs, Quality System, ISO 13485, 21 CFR 820, Quality Management...
Education
ASQ Section 701 Certified Six Sigma Greenbelt Refresher Course
ASQ CSSGB
University of California, Riverside
Bachelor of Science, Bioengineering
Meggitt Control Systems February 2015 - Present
Union Bank November 2014 - January 2015
Premiere Networks (iHeart Media) April 1999 - March 2014
Frederick's of Hollywood, Inc. July 1995 - April 1999
Skills
Payroll, Certificate of Merit,..., Human Resources, ADP Payroll, HRIS, Outlook, PeopleSoft, Management, Time Management
Education
UC Riverside 1989 — 1993
Bachelor of Arts, Sociology
Union Bank 2010 - 2011
Union Bank 2008 - 2010
Union Bank 2006 - 2008
City of Montebello 2004 - 2004
City of Montebello 2003 - 2003
Skills
Process Improvement, Operations Research, Strategic Planning, Organizing, Customer Service, Problem Solving, Teamwork
Education
University of La Verne 2010 — 2011
Master of Business Administration (MBA), Health Service Management
University of California, Riverside 2003 — 2006
Bachelor's degree, Business Administration, Management and Operations
Union Bank June 2010 - Present
Midnight Gaming January 2009 - January 2010
Hitachi Consulting October 2004 - April 2009
Deloitte July 1999 - July 2004
Skills
Integration, Security, SDLC, Enterprise Architecture, IT Strategy, SharePoint, Business Intelligence, Software Project..., E-commerce, Project Portfolio..., Portals, Solution Architecture, Enterprise Software, Architecture, Identity Management, SOA, Cloud Computing, Vendor Management, IT Management, PMO, Management Consulting, Requirements Analysis, Team Leadership, Program Management, SaaS, Software Development, Java Enterprise Edition, Business Process..., Web Application Security, IAM, Business Process, Governance, Architectures, Business Analysis
Education
University of California, Los Angeles 1992 — 1999
Batchelor of Science, Computer Science & Engineering
Union Bank June 2010 - Present
Kaiser Permanente September 2009 - July 2010
Fox Interactive Media November 2008 - June 2009
Fox Interactive Media October 2007 - November 2008
The Hollywood Reporter February 2007 - October 2007
Mani's Bakery Café November 2006 - February 2007
Coastal Flats - Great American Restaurants February 2003 - September 2006
Carpet Man Inc May 2002 - February 2003
Education
University of California, Los Angeles 2009 — 2009
Certificate, Project Management
University of California, Los Angeles 2007 — 2009
Certificate, Business Management w/ a concentration of Marketing
NOVA Community College 2004 — 2005
Certificate, Tech Management
George Mason University 2001 — 2003
Systems Engineering
Twitter June 2014 - Present
Quantcast October 2012 - May 2014
Union Bank June 2012 - August 2012
Cymer June 2011 - April 2012
Hamilton Sundstrand August 2009 - June 2011
MedImpact June 2009 - August 2009
Skills
Salesforce.com, Databases, Microsoft Excel, Management, Marketing Automation, CRM, Access, Data Analysis, Marketo, Lead Qualification, Lead Management, Data Mining, Online Advertising, Display Advertising, Sales Operations, Dashboard Metrics, Lead Scoring, Lead Nurturing, Lead Generation, Visual Basic for..., Microsoft Office, Visio, SharePoint, Business Objects, Photoshop, InDesign, Bilingual-Mandarin, Social Media, Process Improvement, Risk Management
Education
University of California, San Diego 2009 — 2012
B.A., Economics
Union Bank July 2012 - August 2014
Torrey Pines Technology Partners May 2006 - June 2012
Lionfish Advisors June 2009 - October 2009
Bainbridge Capital June 2008 - August 2008
Business Innovation May 2002 - April 2006
Sapient Corp February 1997 - February 2002
Accenture January 1994 - December 1996
Skills
Software Project..., IT Strategy, SDLC, Agile Methodologies, Business Analysis, Enterprise Architecture, Program Management, Software Development, Requirements Analysis, Management Consulting, Project Management, Strategic Planning, Web Services, Entrepreneurship, Product Management, Integration, Leadership, Strategy, Outsourcing, Management, Business Intelligence, Mobile Devices
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA
University of the Witwatersrand 1990 — 1993
Bachelor of Science in Engineering
Union Bank September 2015 - Present
Union Bank August 2013 - September 2015
Bank of America October 2012 - May 2013
The Democracy Council of California August 2010 - November 2011
Ixia Technologies November 2009 - April 2010
The Democracy Council of California July 2009 - November 2009
IBM (ZeroChaos) May 2009 - July 2009
Cognizant Technology Solutions October 2008 - April 2009
Indymac Bank October 2000 - September 2008
eHobbies April 2000 - August 2000
Skills
Cognos, Project Management, Strategic Planning, Team Building, Databases, Strategic Financial..., Process Improvement, Business Intelligence, Business Analysis, Analytics, Banking, Change Management, Financial Analysis, Forecasting, Data Warehousing, Program Management, Performance Management, Financial Modeling, ERP, Analysis, Business Process, Finance, Management
Education
University of Southern California - Marshall School of Business 1995 — 1998
Master of Business Administration (MBA)
University of California, Los Angeles 1980 — 1985
BA, Economics
Hoover High
Union Bank 2001 - 2009
Wright Investers Service October 1987 - October 1989
Education
University of California, Los Angeles 1971 — 1974
U.S. Bank June 2013 - Present
Morgan Stanley Smith Barney July 2010 - June 2013
Union Bank December 2008 - July 2010
Merrill Lynch June 2006 - December 2008
Citibank 2004 - 2006
William O'Neil & Company 1997 - 2002
Skills
Series 7, Portfolio Management, Alternative Investments, Banking, Series 63, Loans, Credit, Wealth Management, Finance, Commercial Banking, Private Banking, Investments, Private Equity, Relationship Management, Financial Structuring, Fixed Income
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master's degree, FInance
University of California, Santa Barbara 1994 — 1997
BA, Business Economics
John F. Kennedy High School 1990 — 1993
Union Bank January 1999 - Present
Citi / BofA / Security Pacific 1993 - December 1998
Education
University of California, San Diego
Bachelor's degree
Union Bank February 2015 - Present
Union Bank September 2013 - February 2015
UltraStar Cinemas September 2009 - November 2012
JP Morgan Chase 2008 - 2009
UltraStar Cinemas 2007 - 2009
Skills
Entertainment, Sales Operations, Social Media, Customer Oriented, Management, Public Administration, Budgets, Retail, Customer Service, Sales
Education
University of California, San Diego 2000 — 2003
Palomar College
Management Information Systems, General
Union Bank January 1995 - Present
Skills
Marketing Communications, New Business Development, Client Relationship..., Project Finance, Financial Analysis, Financial Modeling, Corporate Lending, Credit Analysis, Loan Structuring, Origination, Power Generation, Financial Structuring, Banking, Loan Origination, Cleantech, Corporate Finance, Finance
Education
University of California, Los Angeles 1992 — 1994
Bachelor of Arts, Sociology/Business Adminstration
California Bank & Trust March 2014 - Present
Comerica Bank July 2012 - March 2014
Union Bank May 2008 - July 2012
Washington Mutual February 2006 - October 2007
Wells Fargo December 2000 - January 2006
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Retail Banking, Portfolio Management, Credit Risk, Series 7, Financial Analysis, Cross Selling, Series 63, Refinance, Treasury Management, Wealth Management
Education
University of California, Los Angeles 2004 — 2006
St. John Bosco
Trader June 2012 - Present
Altegris Advisors September 2011 - May 2012
Wilshire Associates February 2008 - August 2011
Union Bank August 2006 - December 2007
Marcus & Millichap 2006 - 2006
Skills
CFA, Chartered Financial..., Financial Modeling, Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Asset Management, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Finance, Financial Markets, Trading
Education
University of California, Riverside 2005 — 2006
MBA, Finance
Cox Automotive Inc. September 2013 - Present
Union Bank January 2010 - September 2013
Union Bank of California December 2005 - January 2010
BuyMoto.com October 2003 - April 2008
Tapestry Solutions June 2001 - December 2005
Institute on Global Conflict and Cooperation March 1999 - June 2001
The Scripps Research Institute 1997 - 1998
Skills
Java, Software Development, Java Enterprise Edition, C#, Application Lifecycle..., Software Configuration..., Agile & Waterfall..., Test Management, Continuous Integration, Continuous Process..., Project Management, Maven, Cross-functional Team..., Open Source Software, J2EE Application..., Process Modeling, Test Automation..., Build Automation, SharePoint, Enterprise Architecture, RHEL, Repository Management, Software Quality..., Software Libraries, Distributed Systems, Offshore Resource..., Vendor Management, Enterprise Software, XML, Performance Tuning, Root Cause Analysis, MKS Integrity, .NET, Tomcat, Oracle, Six Sigma, JBoss Application Server, Perl, Databases, JavaScript, Microsoft SQL Server, SDLC, Integration, Unix, Agile Methodologies, Management
Education
University of California, San Diego 1996 — 2001
BS, Computer Science
Union Bank 2010 - Present
Bank of America April 2009 - October 2009
Countrywide Home Loans November 2005 - March 2009
Unocal 1997 - 2005
Unocal 1987 - 1997
Unocal 1981 - 1987
Skills
Legal Writing, Corporate Law, Employment Law, Litigation Support, Litigation, Pleadings, Arbitration, Legal Research, Bankruptcy, Intellectual Property, Mergers & Acquisitions, Corporate Governance, Trials, Trademarks
Education
University of California, Los Angeles 1975 — 1979
University of Southern California
Masters, Library Science
University of West Los Angeles
Paralegal Cert., Litigation
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch December 2010 - July 2013
Bank of America Merrill Lynch June 2010 - December 2010
Bank of America Merrill Lynch June 2009 - June 2010
Bank of America Merrill Lynch June 2008 - June 2009
Union Bank 2006 - 2007
Skills
Mergers, Financial Structuring, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Risk Management, Microsoft Excel, Corporate Finance, Credit, Underwriting, Accounting, Microsoft Office, Mergers & Acquisitions
Education
University of California, San Diego 2004 — 2008
BA, Economics
Union Bank January 2006 - Present
Skills
Credit Risk, Banking, Lines Of Credit, Portfolio Management, Loan Origination, Financial Risk, Financial Analysis, Middle Market, Cross Selling, Cash Flow Lending, Risk Management, Relationship Management, Corporate Finance
Education
University of California, San Diego 2002 — 2005
BA, Economics, Psychology
Union Bank October 2014 - Present
Wells Fargo Bank February 2013 - October 2014
Wells Fargo Bank July 2011 - February 2013
Union Bank October 2009 - July 2011
Union Bank April 2008 - October 2009
Union Bank January 2006 - April 2008
Union Bank June 2005 - January 2006
Education
University of California, San Diego 2001 — 2005
Bachelor of Science, Economics: Management Science
Citi April 2015 - Present
Ernst & Young September 2012 - April 2015
Union Bank June 2009 - August 2012
RPA July 2006 - January 2008
Symantec 2003 - 2005
Skills
Risk Management, Market Risk Management, Fixed Income, SQL, VBA, Java, Analytics, Basel 2.5, Incremental Risk Charge, Value at Risk, Quantitative Finance, VAR, Interest Rate..., Financial Services, Market Risk, Bloomberg, Financial Risk
Education
University of California, Los Angeles
Bachelor of Science, Computer Science
University of Southern California
Master of Science, Mathematical Finance
Union Bank December 2012 - Present
Santa Barbara Bank & Trust March 2007 - December 2012
GMAC Mortgage 2006 - 2006
Wells Fargo Home Mortgage 2002 - 2006
Skills
Loans, Sales, Credit, Real Estate, Banking, Finance, Financial Analysis, Risk Management, Loan Origination, Commercial Lending, Credit Analysis, Investment Properties, Commercial Banking, Small Business Lending, Consumer Lending, Refinance
Education
University of California Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.)
Keller Williams Realty, Inc. January 2015 - Present
Intero Real Estate Services January 2009 - December 2014
Union Bank 1983 - 1989
Continental Airlines 1980 - 1983
Skills
Real Estate, First Time Home Buyers, Buyer Representation, Sellers, Investment Properties, Real Estate Transactions, Short Sales, Residential Homes, Marketing, Sales, Relocation, Foreclosures, Townhomes, Property, Single Family Homes, Selling, Investors, REO
Education
University of California, Los Angeles 1976 — 1980
BA, Communication Studies
Union Bank 1995 - 2010
University of Washington September 1987 - March 1988
UC San Diego June 1985 - August 1985
UC San Diego August 1983 - December 1984
Skills
Java, Swing, Java Enterprise Edition, C++, OOAD, Object-oriented Software, RDBMS, SQL, Oracle RDBMS, JBoss Application Server, WebSphere Application..., Eclipse, Log4j, JUnit, Mercury QuickTest Pro, MKS Integrity, Wily Introscope, Team Leadership, Project Management, RHEL, Windows, Unix, SDLC, Iterative, Waterfall, PL/SQL, Delphi, Visual Basic, Modula-2, Pascal, UML, XML, Toad, Microsoft Office, Banking
Education
University of Washington 1987 — 1990
Computer Science
University of California, San Diego 1983 — 1987
Bachelor of Arts (B.A.), Computer Science
Union Bank 2011 - Present
Vineyard Bank June 2002 - December 2008
Education
UCLA 1985 — 1989
Bachelor's degree, Business/Managerial Economics
Union Bank August 2011 - Present
Retired from Union Bank after 34 years June 1977 - August 2011
Education
UC Riverside
BA, Psychology
Edward Jones December 2014 - Present
CACI International Inc September 2012 - January 2015
CACI International Inc March 2010 - December 2013
CACI International Inc June 2012 - October 2012
CACI International Inc October 2009 - June 2012
CACI International Inc October 2008 - October 2009
Union Bank March 2008 - July 2008
Skills
Leadership, Teaching, Public Speaking, Team Leadership, Communication Skills, Persuasiveness, Team Management, Staff Development, Goal Setting, Manage Client..., Client Relations Skills, Increase Productivity, Goal Oriented, Personal Budgeting, Entrepreneurship, Cartography, GIS, Project Management, Business Planning, Guitar, Singing, Music, Music Production, Recording, Songwriting, Music Theory, Guitarist, Composition, Music Education
Education
University of California, San Diego 2003 — 2007
Bachelor of Science, Psychology
Dale Carnegie 2013 — 2013
Communications and Human Relations / Skills for Success
CACI 2014 — 2015
Emerging Leaders Program
Semester at Sea 2005 — 2005
Global Studies, World Exploration
Bank of the West 2015 - Present
Union Bank 2010 - 2013
Kinecta Federal Credit Union 2010 - 2010
Washington Mutual / JP Morgan Chase 2004 - 2009
Washington Mutual 2004 - 2009
Bloomingdales 1997 - 2003
The Broadway Stores, Inc. 1987 - 1996
Skills
Business Strategy, Staff Management, Employee Relations, Performance Management, Talent Acquisition, Private Investigations, Negotiation, Strategic Leadership, Employee Surveys, Onboarding, Succession Planning, Talent Management, Employee Engagement, Recruiting, Human Resources, HRIS, Workforce Planning, Employee Benefits, Organizational..., Employment Law, Leadership, HR Policies, Benefits Administration, Personnel Management, FMLA, Management, Employee Training, Training
Education
University of California, San Diego
BA, Sociology
Universal Computing Institute
Microcomputer Operations
CSU - Channel Islands - SPHR/PHR Prep
Union Bank May 2015 - Present
IHL Direct 2005 - Present
Alliance Realty Capital 2013 - 2015
iServe Real Estate Operations 2010 - 2012
National Default Servicing LLC 2008 - 2010
GMAC-RFC 2003 - 2005
Skills
Loan Servicing, Loan Origination, Residential Mortgages, Loans, Investment Properties, Loss Mitigation, Default, Asset Management, Loan Modifications, FHA, Risk Management, Real Estate, Valuation, Mortgage Servicing, Real Estate Economics, Disposition, Mortgage Lending, Real Estate Financing, Mortgage Banking, Foreclosures, Refinance, REO, FHA financing, Investors, VA loans, Appraisals, Short Sales, Real Estate Transactions, USDA, Reverse Mortgages, First Time Home Buyers, Underwriting, Sellers, Credit, Property, Credit Analysis, Financial Structuring, Certified Mortgage..., Investments, Residential Homes, Asset, SFR, FNMA, Secondary Market, Mortgage Underwriting, Construction Loans, Portfolio Management, Brokerage, Property Management, Dispositions
Education
University of California, San Diego 2000 — 2003
Bachelor of Science, Economics with an emphasis in Management Science
Adoption-Link June 2013 - April 2015
Adoption-Link February 2010 - June 2013
Children's Law Group LLC 2007 - 2008
McCarroll Marketing (now called Remedy) 1997 - 2001
Hamilton Communications Group 1993 - 1997
St. Martin's Press 1990 - 1992
Houghton Mifflin Company 1989 - 1990
Union Bank 1984 - 1986
Union Bank 1981 - 1984
Skills
Non-profits, Project Management, Marketing Strategy, Fundraising, Grant Writing, Customer Service, Nonprofits, Research, Training, Marketing, Management, Public Speaking
Education
University of Denver 1989 — 1989
Publishing Institute, Marketing/Sales/Editorial
University of California, Santa Barbara 1978 — 1981
BA - 1981, English
Union Bank January 1993 - Present
Union Bank January 1993 - Present
Skills
Corporate Finance, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Underwriting, Treasury Management, Banking, Financial Institutions, Loans, Portfolio Management, Financial Analysis
Education
University of California, Los Angeles 1988 — 1992
Union Bank May 2010 - Present
JP Morgan Chase June 1995 - November 2009
Education
University of California, San Diego 1987 — 1992
BA, Economics
Union Bank July 1995 - Present
Education
University of California, San Diego
BS, Economics
Union Bank 2012 - Present
Clear Capital December 2006 - 2012
Clear Capital December 2006 - May 2011
Bank of the West November 2005 - November 2006
Skills
Valuation, Financial Analysis, Real Estate, Risk Management, Mortgage Lending, CRM, Microsoft Excel, Operations Management, Process Improvement, Escalations Management, Escalation Resolution, Reporting & Analysis, Executive Reporting, Consumer Lending, Mortgage Banking, Mortgage Servicing, Broker Price Opinion, Appraisals, Excel Dashboards, KPI Dashboards, Increasing Operational..., Program Management, Service Level Management, Trend Forecasting, Trend Analysis, Risk Analysis, Quality Assurance, FHA, Loans
Education
Western Michigan University 1999 — 2003
BA, Finance and Economics
University of California, San Diego
JPMorgan Chase November 2012 - Present
Union Bank February 2012 - November 2012
Banking & Fiancial services May 2008 - December 2011
Wells Fargo May 2005 - October 2008
Wells Fargo August 2004 - May 2005
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Credit
Education
University of California, Riverside 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Union Bank February 2006 - Present
Skills
Management, Microsoft Office, Microsoft Excel, Leadership, Training, Microsoft Word, PowerPoint, Process Improvement, MICROSOFT ACCESS, Mac, MICROSOFT OUTLOOK, Customer Service, English
Education
University of California, San Diego 1991 — 1995
ECONOMICS, PSYCHOLOGY
Union Bank April 1981 - Present
Skills
Banking, Commercial Banking, Credit, Loans
Education
University of California, Los Angeles
Walmart eCommerce July 2014 - Present
Jasper September 2013 - July 2014
Apple March 2013 - September 2013
Toyota USA July 2012 - February 2013
Union Bank February 2007 - June 2012
PC Club September 2003 - September 2006
Skills
Network Security, Servers, Virtualization, Networking, Data Center, Linux, Unix, Enterprise Architecture, Enterprise Software, Hardware, VMware, Infrastructure, Security, Cloud Computing, System Administration, Technical Support, Computer Security, Accounting, Microsoft Excel, Windows 7, NetApp Filers, Cisco IOS, System Monitoring, Network Monitoring Tools, Graphite, SNMP, Nagios, Gearman, HP Openview, HP Operations Manager, Puppet, Chef, Bash, Perl, Python, Zenoss, Cacti, Munin, Ganglia, ElasticSearch, Application Monitoring, Shell Scripting, Linux KVM, Xen, OpenStack
Education
University of California, San Diego 1999 — 2003
B.A., Mathematics - Computer Science, Joint Major
OneWest Bank September 2012 - Present
Union Bank September 2010 - August 2012
Skills
Credit Analysis, Financial Analysis
Education
University of California, Riverside 2006 — 2010
B.S., Finance and Economics
Union Bank April 2012 - Present
Bank of the West November 2007 - April 2012
Wells Fargo Bank November 2003 - November 2007
Lewis Hyman Inc. 2000 - 2003
Skills
Cash Management, Commercial Banking, Business Development, Liquidity Management, Relationship Management, Commercial Lending, Treasury Management, Portfolio Management, Banking, Treasury Services, Cross Selling, Credit, Investments, Credit Analysis, Finance, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Economics
California Bank & Trust March 2010 - Present
Local Business Professionals March 2012 - Present
Desert Area Commercial Information Exchange January 2011 - April 2015
Leadership Coachella Valley September 2011 - June 2012
Desert Son-Shine Preschool & Kindergarten September 2009 - March 2012
Union Bank July 2007 - September 2009
The Historic Mission Inn Corporation April 2004 - July 2007
JW Marriott Desert Springs April 2001 - January 2004
Skills
Loans, Commercial Lending, Real Estate Finance, Commercial Banking, Leasing, Cash Management, Cash Flow, Medical Practice Finance, Equipment Loans, Bank Financing, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Account Analysis, Merchant Services, Credit Card Processing, Bank Relationship..., Portfolio Management, Remote Deposit Capture, Team Building, Team Leadership, New Business Development, Dental Practice Finance, SBA, SBA 504, SBA 7a, SBA Express, Multifamily Apartment..., Industrial Finance, C&I Finance, Investment Properties, Generating Revenue, Board Participation, Apartments, Finance, Real Estate Economics, Financial Analysis, Banking, Commercial Real Estate, Loan Origination, Credit, Small Business, Management
Education
University of California, Riverside
BA, Business & Political Science
Union Bank October 1998 - Present
Skills
Commercial Banking, Credit, Commercial Lending, Banking, Credit Analysis, Loans, Portfolio Management, Small Business Lending, Credit Risk, Relationship Management, Asset Based Lending, Lines Of Credit, Cross Selling, Financial Analysis, Loan Origination
Education
University of California, Los Angeles
Master's degree
Wells Fargo March 2015 - Present
Union Bank August 2013 - February 2015
Union Bank January 2013 - July 2013
US Bank Home Mortgages August 2012 - January 2013
Briglio & Cheung CPA December 2011 - June 2012
Skills
Financial Analysis, Access, PowerPoint, VBA, Microsoft Excel, Visual Basic, C#, ASP.NET MVC, ASP.NET, Microsoft Access, Commercial Real Estate..., Financial Statement..., Financial Modeling, Financial Reporting, Real Estate, Commercial Real Estate, Real Estate Economics, Microsoft Access VBA, PowerPivot, Private Equity, Mergers & Acquisitions, Investment Banking, Venture Capital, SBA, Business Intelligence, Mezzanine
Education
university of california, san diego extension
C#/.Net Certificate, Computer and Information Sciences and Support Services
University of California, San Diego
Economics
American Express September 2014 - Present
Kimpton Hotels & Restaurants July 2013 - Present
Kimpton Hotels & Restaurants July 2012 - July 2013
Interpreters Unlimited, Inc. May 2011 - July 2012
Interpreters Unlimited, Inc. August 2010 - May 2011
Aero Financial, Inc November 2009 - June 2010
Union Bank June 2009 - November 2009
Skills
Banking, Payroll, Cash Flow, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Financial Modeling, Microsoft Office, Outlook, Risk Management, Finance, Hyperion Enterprise, Economics, Data Analysis, Corporate Finance, QuickBooks, Forecasting, Budget, Spanish, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Analysis, Internal Audit, Auditing, Invoicing, Financial Statements
Education
University of California, San Diego 2006 — 2010
Bachelors, Economics
JPMorgan Chase November 2010 - Present
Union Bank June 2006 - November 2010
Education
University of California, Los Angeles
BA, Economics
The Sparrey Consulting Group April 2014 - Present
The Sparrey Consulting Group July 2013 - April 2014
The Sparrey Consulting Group December 2012 - July 2013
UCSD Future Business Leaders of America - Phi Beta Lambda May 2012 - June 2013
Union Bank June 2012 - September 2012
Just One Lamp October 2011 - June 2012
Thurgood Marshall College Judicial Board (UCSD) October 2010 - June 2012
Thurgood Marshall College Each One Reach One Program (UCSD) October 2010 - June 2012
UC San Diego's Future Business Leaders of America-Phi Beta Lambda May 2011 - May 2012
UCSD- Thurgood Marshall College August 2010 - September 2011
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts
Arcadia High School 2005 — 2009
Union Bank January 2008 - Present
Deustche Bank January 2004 - January 2008
Skills
Portfolio Management, Investment Portfolio, Portfolio Performance..., Performance Attribution, Performance Benchmarking, Fixed Income, Structured Products, Financial Analysis, Financial Reporting, Corporate Finance, Bloomberg, Data Warehousing, CLO, Wallstreet Analytics..., Blackrock Anser, Blackrock Greenpackage, Trepp, Intex, iCDO Suite, Treasury Investments, SharePoint Designer, Securitization, Capital Markets
Education
University of California, Riverside
BS, Businesss Administration and Political Science
Union Bank July 2011 - Present
US Bank June 2009 - July 2011
US Bank May 2006 - June 2009
Wells Fargo January 2004 - May 2006
Wells Fargo January 2001 - January 2004
Wells Fargo Bank January 1997 - January 2001
Skills
Commercial Lending, Banking, Loans, Consumer Lending, Training, Small Business Lending, Coaching, Performance Improvement, Customer Service, Retail Banking, Workshop Facilitation, Sales, Management, Strategy, New Business Development, Talent Management, Leadership Development, Analysis, Sales Management, Instructional Design, Organizational..., Needs Analysis, Leadership, Performance Management, Interviews, Team Building, Employee Training, Training Delivery, Employee Relations, Cold Calling, Onboarding, Instructor-led Training
Education
University of California, Riverside 1997 — 2002
Bachelor of Science, Business Management, Marketing, Economics
Union Bank 1975 - 2006
Education
UCLA
BA, mathematics
UCLA Graduate School of Management
MBA, finance
American Express April 2014 - Present
Accenture August 2013 - April 2014
American Express April 2012 - July 2013
Union Bank August 2011 - March 2012
HSBC August 2008 - July 2011
Skills
SAS, Statistical Modeling, Credit Risk, SAS programming, Predictive Modeling, Basel II, Data Mining, Risk Analytics, Portfolio Management, Risk Management, Time Series Analysis, Quantitative Analytics, Financial Modeling, Credit Cards, Analytics
Education
University of California, Los Angeles 2006 — 2008
Master's degree, Biostatistics
Zhejiang University 2000 — 2005
Bachelor's degree, Biomedical/Medical Engineering
Union Bank
Skills
Application Architecture, Performance Tuning, System Monitoring, User Interface Design, Software Design, Software Engineering, Software Project..., Quality Assurance, Enterprise Architecture, Requirements Analysis, SDLC
Education
UCSD
Bachelor of Arts (B.A.)
Union Bank June 2012 - September 2012
Huntington Medical Foundation June 2011 - August 2011
UC San Diego September 2010 - September 2010
Skills
Interpersonal..., Multi-tasking Skills, outstanding oral and..., proficiency in..., experience with...
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Economics
Flintridge Preparatory School 2003 — 2009
MUFG Americas July 2014 - Present
Union Bank December 2012 - July 2014
Union Bank July 2002 - December 2012
Del Monte Foods 1995 - 2002
Mercer 1988 - 1995
Education
University of California, San Diego
Bachelor of Arts (BA), Applied Mathematics
Union Bank December 2011 - Present
Citi March 2009 - April 2010
Union Bank February 2008 - March 2009
Wells Fargo May 2005 - December 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Consumer Lending, Risk Management, Financial Risk, Relationship Management
Education
UCSD 2002 — 2006
BS, Management Science
Union Bank May 1990 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of California, Los Angeles
Bachelor's degree, Psychology