Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Employee
Years
Job
Industry
Greg Parson Greg Parson's Union Bank Experience February 2013 - Present
Job Director, EPMO Manager at Union Bank
Industry Banking
Experience
Union Bank February 2013 - Present
Zions Bancorporation November 2008 - February 2013
Novell October 2007 - November 2008
TUSC February 2007 - October 2007
Novell October 1999 - February 2007
PeopleSoft October 1998 - October 1999
Koch Industries October 1997 - October 1998
Skills
PMP Certification - 2008, Management, Project Management, Program Management, Process Improvement, Business Analysis, Vendor Management, PMO, Integration, Leadership, SDLC, CA Clarity
Education
University of Idaho 1987 — 1991
Bachelor of Science (BS), Accounting, 3.5 gpa
Union Bank February 2013 - Present
Zions Bancorporation November 2008 - February 2013
Novell October 2007 - November 2008
TUSC February 2007 - October 2007
Novell October 1999 - February 2007
PeopleSoft October 1998 - October 1999
Koch Industries October 1997 - October 1998
Skills
PMP Certification - 2008, Management, Project Management, Program Management, Process Improvement, Business Analysis, Vendor Management, PMO, Integration, Leadership, SDLC, CA Clarity
Education
University of Idaho 1987 — 1991
Bachelor of Science (BS), Accounting, 3.5 gpa
Tracy Clifford Tracy Clifford's Union Bank Experience September 2007 - February 2012
Job Corporate Finance Professional
Industry Financial Services
Experience
Toyota USA 2014 - Present
Herbalife November 2013 - 2014
Bank of America October 2012 - October 2013
Union Bank September 2007 - February 2012
Marshall & Stevens February 2006 - March 2007
Deloitte 2004 - 2006
Skills
Problem Solving, Time Management, Project Coordination, Microsoft Excel, Collaboration, Business Valuation, Mergers, Risk Management, Valuation, Finance, Portfolio Management, Financial Modeling, Financial Analysis, Investments, FHA HAMP DC Remediation, Accounting, Analysis, Budgets, Credit, Financial Risk, Project Management, Strategic Financial..., Strategic Planning, Executive Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Business - Economics
Toyota USA 2014 - Present
Herbalife November 2013 - 2014
Bank of America October 2012 - October 2013
Union Bank September 2007 - February 2012
Marshall & Stevens February 2006 - March 2007
Deloitte 2004 - 2006
Skills
Problem Solving, Time Management, Project Coordination, Microsoft Excel, Collaboration, Business Valuation, Mergers, Risk Management, Valuation, Finance, Portfolio Management, Financial Modeling, Financial Analysis, Investments, FHA HAMP DC Remediation, Accounting, Analysis, Budgets, Credit, Financial Risk, Project Management, Strategic Financial..., Strategic Planning, Executive Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Business - Economics
Mariano Luga Mariano Luga's Union Bank Experience November 2013 - June 2014
Job
Industry Banking
Experience
Union Bank November 2013 - June 2014
Pacific Western Bank February 2012 - September 2013
Wells Fargo April 2010 - February 2012
Central Pacific Bank March 2007 - February 2010
Skills
Retail Banking, Supervisory Skills, Opening New Accounts, Sales Operations, Korean, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Microsoft Office, Customer Service
Education
University of Hawaii at Manoa
Korean Language and Literature
Yonsei University
Korean Language
Union Bank November 2013 - June 2014
Pacific Western Bank February 2012 - September 2013
Wells Fargo April 2010 - February 2012
Central Pacific Bank March 2007 - February 2010
Skills
Retail Banking, Supervisory Skills, Opening New Accounts, Sales Operations, Korean, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Microsoft Office, Customer Service
Education
University of Hawaii at Manoa
Korean Language and Literature
Yonsei University
Korean Language
Gerardo Jerry Gonzalez Gerardo Jerry Gonzalez's Union Bank Experience July 2014 - November 2014
Job Accounts Receivable Assistant at Curvature
Industry Financial Services
Experience
Curvature December 2014 - Present
Union Bank July 2014 - November 2014
Morgan Stanley September 2013 - May 2014
Associated Students of UC Santa Barbara May 2013 - May 2014
Union Bank July 2012 - September 2013
Nu Alpha Kappa Fraternity Inc June 2012 - June 2013
Associated Students of UC Santa Barbara March 2013 - May 2013
Volunteer Income Tax Association January 2013 - April 2013
Metropolitan Theatres April 2012 - October 2012
The Home Depot August 2011 - November 2011
Skills
Customer Service, Presentations, Public Speaking, Cash Register, Team Leadership, Budget Process, Community Engagement, Project Planning, Public Relations, Spanish, French, Market Research, Finance, Sales, Management, Microsoft Office, PowerPoint, Event Planning, Research, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
University of California, Santa Barbara
Curvature December 2014 - Present
Union Bank July 2014 - November 2014
Morgan Stanley September 2013 - May 2014
Associated Students of UC Santa Barbara May 2013 - May 2014
Union Bank July 2012 - September 2013
Nu Alpha Kappa Fraternity Inc June 2012 - June 2013
Associated Students of UC Santa Barbara March 2013 - May 2013
Volunteer Income Tax Association January 2013 - April 2013
Metropolitan Theatres April 2012 - October 2012
The Home Depot August 2011 - November 2011
Skills
Customer Service, Presentations, Public Speaking, Cash Register, Team Leadership, Budget Process, Community Engagement, Project Planning, Public Relations, Spanish, French, Market Research, Finance, Sales, Management, Microsoft Office, PowerPoint, Event Planning, Research, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
University of California, Santa Barbara
Thilo Dreuth Thilo Dreuth's Union Bank Experience October 2012 - Present
Job Private Mortgage Banker, Vice President
Industry Financial Services
Experience
Union Bank October 2012 - Present
Realty World June 2008 - September 2012
Wachovia, A Wells Fargo Company September 1986 - May 2008
Skills
Mortgage Lending, Loans, Marketing, Sales, REO, Leadership, Investment Properties, Loss Mitigation, Sellers, Short Sales, Business Development, Mortgage Banking, Loan Origination, Residential Mortgages, Investments, Real Estate
Education
UC Santa Barbara 1982 — 1985
B.A>, Business Economics
Union Bank October 2012 - Present
Realty World June 2008 - September 2012
Wachovia, A Wells Fargo Company September 1986 - May 2008
Skills
Mortgage Lending, Loans, Marketing, Sales, REO, Leadership, Investment Properties, Loss Mitigation, Sellers, Short Sales, Business Development, Mortgage Banking, Loan Origination, Residential Mortgages, Investments, Real Estate
Education
UC Santa Barbara 1982 — 1985
B.A>, Business Economics
Ruo Xie Ruo Xie's Union Bank Experience January 2012 - June 2013
Job Helping industryleading companies source and buy technology better Global Strategic Sourcing at Twitter
Industry Information Technology and Services
Experience
Twitter July 2013 - Present
Union Bank January 2012 - June 2013
Hawaiian Airlines December 2009 - December 2011
Hawaiian Airlines August 2009 - December 2009
Principal Financial Group October 2007 - July 2009
Skills
Vendor Management, Strategy, Contract Negotiation, Data Analysis, Process Improvement, Procurement, Project Management, Strategic Sourcing, Financial Analysis, Management, Leadership, Contract Management, Negotiation, Pricing, Microsoft Excel, Supplier Negotiation, Strategic Planning, Cross-functional Team..., Requirements Gathering, Forecasting, Project Planning, Risk Assessment, Cost Models, Human Resources, Spend Analysis, Excel, Sourcing, RFx Development, RFx Response Evaluation, Cost Modeling, Purchasing, Analysis, Strategic Partnerships, Risk Management, Team Management, Finance, Supply Chain
Education
University of Hawaii - College of Business Administration 2007 — 2010
Master of Business Administration (MBA), International Business
University of Hawaii at Manoa 2002 — 2007
BA, Psychology
Twitter July 2013 - Present
Union Bank January 2012 - June 2013
Hawaiian Airlines December 2009 - December 2011
Hawaiian Airlines August 2009 - December 2009
Principal Financial Group October 2007 - July 2009
Skills
Vendor Management, Strategy, Contract Negotiation, Data Analysis, Process Improvement, Procurement, Project Management, Strategic Sourcing, Financial Analysis, Management, Leadership, Contract Management, Negotiation, Pricing, Microsoft Excel, Supplier Negotiation, Strategic Planning, Cross-functional Team..., Requirements Gathering, Forecasting, Project Planning, Risk Assessment, Cost Models, Human Resources, Spend Analysis, Excel, Sourcing, RFx Development, RFx Response Evaluation, Cost Modeling, Purchasing, Analysis, Strategic Partnerships, Risk Management, Team Management, Finance, Supply Chain
Education
University of Hawaii - College of Business Administration 2007 — 2010
Master of Business Administration (MBA), International Business
University of Hawaii at Manoa 2002 — 2007
BA, Psychology
James Lisle James Lisle's Union Bank Experience April 2007 - March 2013
Job Vice President at American Business Bank
Industry Banking
Experience
American Business Bank March 2013 - Present
Union Bank April 2007 - March 2013
Citizens Business Bank 1991 - 2007
Skills
Commercial Banking
Education
University of California, Santa Barbara
American Business Bank March 2013 - Present
Union Bank April 2007 - March 2013
Citizens Business Bank 1991 - 2007
Skills
Commercial Banking
Education
University of California, Santa Barbara
Sharon Prihoda Sharon Prihoda's Union Bank Experience
Job Senior CRA Analyst at Union Bank
Industry Banking
Experience
Union Bank
Skills
Analysis, Banking, Loans, Credit Analysis, Retail Banking
Education
University of Hawaii at Manoa
Bachelor of Education (B.Ed.)
Union Bank
Skills
Analysis, Banking, Loans, Credit Analysis, Retail Banking
Education
University of Hawaii at Manoa
Bachelor of Education (B.Ed.)
Annabelle Garcia Annabelle Garcia's Union Bank Experience January 2009 - April 2009
Job Vendor Manager at CGI
Industry Human Resources
Experience
CGI April 2013 - Present
Warner Bros. Entertainment Group of Companies May 2012 - December 2012
CityGrid Media November 2011 - May 2012
Bank of America May 2009 - November 2011
Union Bank January 2009 - April 2009
Bank of America June 2005 - December 2008
Bank of America June 2005 - December 2008
MJS Designs, Inc. October 2002 - June 2005
Gap Inc. December 1997 - May 2002
Skills
Organization, B2B, Competitive Analysis, Business Analysis, Strategic Thinking, Budgets, Vendor Management, Interviews, Social Networking, Sales, Human Resources, Leadership, Program Management, Management, Training, Recruiting, Talent Acquisition, Onboarding, Analysis, Applicant Tracking..., Payroll, Employee Relations, Temporary Placement, Project Planning, Internet Recruiting, Sourcing, Account Management, Customer Service, Networking, College Recruiting, Employee Benefits, Software Documentation, Technical Recruiting, CRM, Performance Management, Talent Management, Start-ups, Taleo, New Hire Orientations, Screening Resumes, Benefits Negotiation, Executive Search, HRIS, Workforce Planning, Employer Branding, Cold Calling, Contract Recruitment, Staffing Services, Employee Training, PeopleSoft
Education
University of Iowa
Bachelor's degree, Communication and Media Studies
CGI April 2013 - Present
Warner Bros. Entertainment Group of Companies May 2012 - December 2012
CityGrid Media November 2011 - May 2012
Bank of America May 2009 - November 2011
Union Bank January 2009 - April 2009
Bank of America June 2005 - December 2008
Bank of America June 2005 - December 2008
MJS Designs, Inc. October 2002 - June 2005
Gap Inc. December 1997 - May 2002
Skills
Organization, B2B, Competitive Analysis, Business Analysis, Strategic Thinking, Budgets, Vendor Management, Interviews, Social Networking, Sales, Human Resources, Leadership, Program Management, Management, Training, Recruiting, Talent Acquisition, Onboarding, Analysis, Applicant Tracking..., Payroll, Employee Relations, Temporary Placement, Project Planning, Internet Recruiting, Sourcing, Account Management, Customer Service, Networking, College Recruiting, Employee Benefits, Software Documentation, Technical Recruiting, CRM, Performance Management, Talent Management, Start-ups, Taleo, New Hire Orientations, Screening Resumes, Benefits Negotiation, Executive Search, HRIS, Workforce Planning, Employer Branding, Cold Calling, Contract Recruitment, Staffing Services, Employee Training, PeopleSoft
Education
University of Iowa
Bachelor's degree, Communication and Media Studies
David Musicant David Musicant's Union Bank Experience April 1995 - July 2006
Job Managing Director at Union Bank/MUFG
Industry Banking
Experience
MUFG/Union Bank July 2006 - Present
Union Bank April 1995 - July 2006
HJ Meyers & Co February 1994 - April 1995
Banque Francaise January 1993 - February 1994
Wells Fargo Bank October 1988 - January 1993
Skills
Commercial Banking, Bank Management, Client Management, Deal Origination, General Management, Team Building
Education
UCSB 1983 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
MUFG/Union Bank July 2006 - Present
Union Bank April 1995 - July 2006
HJ Meyers & Co February 1994 - April 1995
Banque Francaise January 1993 - February 1994
Wells Fargo Bank October 1988 - January 1993
Skills
Commercial Banking, Bank Management, Client Management, Deal Origination, General Management, Team Building
Education
UCSB 1983 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
Lynn Sullivan, CAMS Lynn Sullivan, CAMS's Union Bank Experience January 2009 - January 2012
Job Compliance and Risk Executive
Industry Banking
Experience
Citibank (Banamex USA) October 2013 - Present
YMCA of Metropolitan Los Angeles October 2011 - Present
Women's Initiative October 2010 - June 2014
Rabobank, N.A. July 2012 - July 2013
Union Bank January 2009 - January 2012
Union Bank January 2006 - January 2009
Union Bank November 2003 - January 2005
Providian Financial February 2001 - October 2003
Skills
BSA, OFAC, AML, Compliance, Fraud Prevention, Banking, Risk Management, KYC, Enterprise Risk..., Operational Risk..., Risk Assessment, Commercial Banking, Retail Banking, USA PATRIOT Act, Privacy Law, FCPA, Financial Risk, Fraud, Program Management, Due Diligence, Anti Money Laundering, Bank Secrecy Act, Commercial Lending, Corporate Governance, Credit, Credit Analysis, Deposits, Financial Institutions, Financial Regulation, Financial Services, Legal Compliance, Loans, Mortgage Lending, Operational Risk, Portfolio Management, Management, Finance, Mergers, Executive Management, Credit Cards, Leadership
Education
University of California, Santa Barbara 1986 — 1991
Bachelor of Arts, Political Science
Citibank (Banamex USA) October 2013 - Present
YMCA of Metropolitan Los Angeles October 2011 - Present
Women's Initiative October 2010 - June 2014
Rabobank, N.A. July 2012 - July 2013
Union Bank January 2009 - January 2012
Union Bank January 2006 - January 2009
Union Bank November 2003 - January 2005
Providian Financial February 2001 - October 2003
Skills
BSA, OFAC, AML, Compliance, Fraud Prevention, Banking, Risk Management, KYC, Enterprise Risk..., Operational Risk..., Risk Assessment, Commercial Banking, Retail Banking, USA PATRIOT Act, Privacy Law, FCPA, Financial Risk, Fraud, Program Management, Due Diligence, Anti Money Laundering, Bank Secrecy Act, Commercial Lending, Corporate Governance, Credit, Credit Analysis, Deposits, Financial Institutions, Financial Regulation, Financial Services, Legal Compliance, Loans, Mortgage Lending, Operational Risk, Portfolio Management, Management, Finance, Mergers, Executive Management, Credit Cards, Leadership
Education
University of California, Santa Barbara 1986 — 1991
Bachelor of Arts, Political Science
Jenny Lai's Union Bank Experience December 2012 - August 2015
Job Preferred Banking
Industry Banking
Experience
First Republic Bank August 2015 - Present
Union Bank December 2012 - August 2015
Bank of America May 2010 - December 2012
Bank of America March 2009 - March 2010
Bank of America December 2008 - March 2009
Skills
Retail Banking, Loans, Mortgage Lending, Banking, Credit, Consumer Lending, Branch Management, Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Coaching, Sales, Recruiting, Talent Acquisition, Cross Selling, Commercial Banking, Loan Origination, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science, Public Policy emphasis
First Republic Bank August 2015 - Present
Union Bank December 2012 - August 2015
Bank of America May 2010 - December 2012
Bank of America March 2009 - March 2010
Bank of America December 2008 - March 2009
Skills
Retail Banking, Loans, Mortgage Lending, Banking, Credit, Consumer Lending, Branch Management, Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Coaching, Sales, Recruiting, Talent Acquisition, Cross Selling, Commercial Banking, Loan Origination, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science, Public Policy emphasis
Jen Greenfield's Union Bank Experience May 2005 - August 2006
Job Entrepreneur, Designer, Program Director & Fitness Guru
Industry Professional Training & Coaching
Experience
High Energy Tumbling March 2014 - Present
P&E Inspirations, LLC August 2011 - Present
Schinnen Andre Bruls Fitness Center January 2008 - October 2010
United States Air Force November 2006 - September 2007
Union Bank May 2005 - August 2006
Helzberg Diamonds September 2001 - December 2005
Just Off Broadway School of Dance August 1997 - August 2004
Ackerman McQueen January 2001 - August 2001
Skills
Marketing, Public Relations, Advertising, Event Planning, Social Media, Social Networking, Team Building, Budgets, Promotions, Product Design, Creative Writing, Online Marketing, Event Management, Time Management, Fitness, Choreography, Management
Education
University of Oklahoma 2008 — 2010
Master of Arts (MA), International Relations
University of Central Oklahoma 1997 — 2001
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
High Energy Tumbling March 2014 - Present
P&E Inspirations, LLC August 2011 - Present
Schinnen Andre Bruls Fitness Center January 2008 - October 2010
United States Air Force November 2006 - September 2007
Union Bank May 2005 - August 2006
Helzberg Diamonds September 2001 - December 2005
Just Off Broadway School of Dance August 1997 - August 2004
Ackerman McQueen January 2001 - August 2001
Skills
Marketing, Public Relations, Advertising, Event Planning, Social Media, Social Networking, Team Building, Budgets, Promotions, Product Design, Creative Writing, Online Marketing, Event Management, Time Management, Fitness, Choreography, Management
Education
University of Oklahoma 2008 — 2010
Master of Arts (MA), International Relations
University of Central Oklahoma 1997 — 2001
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Matt Barley's Union Bank Experience August 2008 - February 2011
Job Regional Advisory Consultant, External Wholesaler
Industry Financial Services
Experience
National Planning Holdings, Inc. July 2014 - Present
Jackson National Life February 2012 - July 2014
KeyBank February 2011 - February 2012
Union Bank August 2008 - February 2011
Xerox/Mr. Copy June 2007 - January 2008
Bank One Center September 2006 - June 2007
Skills
Series 63, Series 7, FINRA Series 6, Life Insurance Certified, Health Insurance..., Alternative Investments, Retirement Planning, Mutual Funds, Sales, Investments, Business Development
Education
Leeds School of Business 2003 — 2007
Degree, Marketing
University of Colorado 2003 — 2007
2003, 2007
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
National Planning Holdings, Inc. July 2014 - Present
Jackson National Life February 2012 - July 2014
KeyBank February 2011 - February 2012
Union Bank August 2008 - February 2011
Xerox/Mr. Copy June 2007 - January 2008
Bank One Center September 2006 - June 2007
Skills
Series 63, Series 7, FINRA Series 6, Life Insurance Certified, Health Insurance..., Alternative Investments, Retirement Planning, Mutual Funds, Sales, Investments, Business Development
Education
Leeds School of Business 2003 — 2007
Degree, Marketing
University of Colorado 2003 — 2007
2003, 2007
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
Linda Kiraley's Union Bank Experience October 2009 - March 2011
Job CEO/Founder
Industry Accounting
Experience
Stockstreet February 2014 - Present
salesforce.com March 2011 - December 2013
Union Bank October 2009 - March 2011
General Motors August 2006 - August 2009
KPMG January 2002 - May 2004
Skills
Strategy, Sarbanes-Oxley Act, Risk Management, Investments, Finance, Financial Modeling, Internal Controls, Trading, Portfolio Management, Forecasting, Internal Audit, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2006
MBA, Finance
Stockstreet February 2014 - Present
salesforce.com March 2011 - December 2013
Union Bank October 2009 - March 2011
General Motors August 2006 - August 2009
KPMG January 2002 - May 2004
Skills
Strategy, Sarbanes-Oxley Act, Risk Management, Investments, Finance, Financial Modeling, Internal Controls, Trading, Portfolio Management, Forecasting, Internal Audit, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2006
MBA, Finance
Erin M. Foster Erin M. Foster's Union Bank Experience February 2009 - August 2012
Job REALTOR at Berkshire Hathaway C. Dan Joyner
Industry Real Estate
Experience
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS September 2013 - Present
Union Bank February 2009 - August 2012
Milestone Advisors February 2007 - September 2008
Union Bank October 2004 - February 2007
initiaTEK, Inc. August 2001 - August 2003
ExxonMobil June 2000 - June 2001
Skills
Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Financial Analysis
Education
University of Florida 1996 — 2000
Bachelor's Degree, Business Administration / Finance, 4.0 / 4.0
Wyatt Institute of Real Estate
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS September 2013 - Present
Union Bank February 2009 - August 2012
Milestone Advisors February 2007 - September 2008
Union Bank October 2004 - February 2007
initiaTEK, Inc. August 2001 - August 2003
ExxonMobil June 2000 - June 2001
Skills
Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Financial Analysis
Education
University of Florida 1996 — 2000
Bachelor's Degree, Business Administration / Finance, 4.0 / 4.0
Wyatt Institute of Real Estate
Teri Craig-Gurule Teri Craig-Gurule's Union Bank Experience March 2004 - July 2013
Job Project Manager at MUFG Union Bank
Industry Banking
Experience
MUFG Americas July 2013 - Present
Union Bank March 2004 - July 2013
Union Bank March 2004 - March 2010
Union Bank January 2000 - March 2004
Skills
Visio, Vendor Management, Disaster Recovery, Banking, Software Documentation, Software Development, Change Management, Project Management, SDLC, SharePoint, Databases, Risk Management, Requirements Analysis, Troubleshooting, Management, Business Analysis, Training, Process Improvement, Integration, Software Project..., PMO, Program Management, IT Strategy, Data Center, MS Project, Project Portfolio..., Enterprise Architecture
Education
University of California, Santa Barbara 1981 — 1986
Liberal Studies, Sociology, Chicano Studies, Fine Arts
St. Mary's Academy 1978 — 1981
High School
MUFG Americas July 2013 - Present
Union Bank March 2004 - July 2013
Union Bank March 2004 - March 2010
Union Bank January 2000 - March 2004
Skills
Visio, Vendor Management, Disaster Recovery, Banking, Software Documentation, Software Development, Change Management, Project Management, SDLC, SharePoint, Databases, Risk Management, Requirements Analysis, Troubleshooting, Management, Business Analysis, Training, Process Improvement, Integration, Software Project..., PMO, Program Management, IT Strategy, Data Center, MS Project, Project Portfolio..., Enterprise Architecture
Education
University of California, Santa Barbara 1981 — 1986
Liberal Studies, Sociology, Chicano Studies, Fine Arts
St. Mary's Academy 1978 — 1981
High School
Greg Atlas Greg Atlas's Union Bank Experience December 2012 - September 2014
Job AVP, IT Risk Management Analyst at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank September 2014 - Present
Union Bank December 2012 - September 2014
Union Bank July 2011 - December 2012
Direct Relief International October 2010 - May 2011
UC Santa Barbara August 2008 - September 2010
Skills
Banking, Customer Service, Fundraising, Management, Leadership Development, Advertising, Marketing, Proposal Writing, Outlook, Leadership, Project Management, Event Planning, Analysis, Microsoft Office, Data Analysis
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Political Science
MUFG Union Bank September 2014 - Present
Union Bank December 2012 - September 2014
Union Bank July 2011 - December 2012
Direct Relief International October 2010 - May 2011
UC Santa Barbara August 2008 - September 2010
Skills
Banking, Customer Service, Fundraising, Management, Leadership Development, Advertising, Marketing, Proposal Writing, Outlook, Leadership, Project Management, Event Planning, Analysis, Microsoft Office, Data Analysis
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Political Science
Barry Shill's Union Bank Experience December 1998 - December 1999
Job
Industry Real Estate
Experience
Navy Federal Credit Union January 2008 - Present
Realtor July 2004 - Present
IndyMac Bank July 2003 - July 2004
Computer Sciences Corporation October 2000 - July 2003
Union Bank December 1998 - December 1999
Associates Home Equity Services April 1998 - December 1998
Universal American Mortgage April 1993 - April 1998
Barnett Bank of Central Florida October 1989 - August 1993
Skills
Problem Solving, Loans, Credit, Financial Analysis, Mortgage Lending, Underwriting, Real Estate, Banking, Investment Properties, FHA, Small Business, Sales, Mortgage Banking, Small Business Lending, Negotiation, Customer Service, Selling, REO, Loan Origination, VA loans, Finance, Consumer Lending, Accounting, Risk Management, Leadership, Foreclosures, Marketing, Investments, Team Building, Business Development, Commercial Banking, Management, Real Estate Financing, Portfolio Management, First Time Home Buyers, Property Management, Commercial Real Estate, Real Estate Transactions, Referrals, Branding, Community Outreach, Cross-functional Team..., Highly detail oriented, Idea Person, Strategic Partnerships, Twitter
Education
University of Central Florida 1987 — 1992
BSBA
Navy Federal Credit Union January 2008 - Present
Realtor July 2004 - Present
IndyMac Bank July 2003 - July 2004
Computer Sciences Corporation October 2000 - July 2003
Union Bank December 1998 - December 1999
Associates Home Equity Services April 1998 - December 1998
Universal American Mortgage April 1993 - April 1998
Barnett Bank of Central Florida October 1989 - August 1993
Skills
Problem Solving, Loans, Credit, Financial Analysis, Mortgage Lending, Underwriting, Real Estate, Banking, Investment Properties, FHA, Small Business, Sales, Mortgage Banking, Small Business Lending, Negotiation, Customer Service, Selling, REO, Loan Origination, VA loans, Finance, Consumer Lending, Accounting, Risk Management, Leadership, Foreclosures, Marketing, Investments, Team Building, Business Development, Commercial Banking, Management, Real Estate Financing, Portfolio Management, First Time Home Buyers, Property Management, Commercial Real Estate, Real Estate Transactions, Referrals, Branding, Community Outreach, Cross-functional Team..., Highly detail oriented, Idea Person, Strategic Partnerships, Twitter
Education
University of Central Florida 1987 — 1992
BSBA
Kevin Herr Kevin Herr's Union Bank Experience September 2010 - April 2013
Job Senior Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass May 2013 - Present
Union Bank September 2010 - April 2013
Wells Fargo Bank April 1996 - September 2010
Skills
Cash Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Finance, Credit, Capital Markets, Loans, Investments, Financial Analysis, Financial Services, Credit Analysis, Commercial Lending, Cross Selling, Corporate Finance, Risk Management, Credit Risk, Relationship Management
Education
University of Southern California - Marshall School of Business
MBA, Finance
Wells Fargo Credit Management Training Program
University of California, Santa Barbara
BS, Biological Sciences
BBVA Compass May 2013 - Present
Union Bank September 2010 - April 2013
Wells Fargo Bank April 1996 - September 2010
Skills
Cash Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Finance, Credit, Capital Markets, Loans, Investments, Financial Analysis, Financial Services, Credit Analysis, Commercial Lending, Cross Selling, Corporate Finance, Risk Management, Credit Risk, Relationship Management
Education
University of Southern California - Marshall School of Business
MBA, Finance
Wells Fargo Credit Management Training Program
University of California, Santa Barbara
BS, Biological Sciences
Pamela Hanson-Medina Pamela Hanson-Medina's Union Bank Experience January 2013 - July 2013
Job Private Banking / Wealth Management / Commercial, Business and Personal Lending
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Denise Butler Denise Butler's Union Bank Experience October 2011 - May 2013
Job Branch Manager at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union March 2015 - Present
Patelco Credit Union November 2013 - Present
Union Bank October 2011 - May 2013
Union Bank August 2010 - October 2011
Union Bank August 2008 - August 2010
EurekaBank September 1999 - September 2004
Eureka Bank November 1989 - September 1990
Skills
Banking, Branch Management, New Business Development, Customer Service, Branch Operation, Management, Branch Banking, Building Relationships, Sales, Training, Needs Identification, Customer Retention, Process Implementation, Strategic Planning, Account Management, Leadership
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Aptos High School
San Mateo Credit Union March 2015 - Present
Patelco Credit Union November 2013 - Present
Union Bank October 2011 - May 2013
Union Bank August 2010 - October 2011
Union Bank August 2008 - August 2010
EurekaBank September 1999 - September 2004
Eureka Bank November 1989 - September 1990
Skills
Banking, Branch Management, New Business Development, Customer Service, Branch Operation, Management, Branch Banking, Building Relationships, Sales, Training, Needs Identification, Customer Retention, Process Implementation, Strategic Planning, Account Management, Leadership
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Aptos High School
Larry T. Works Larry T. Works's Union Bank Experience 2010 - 2011
Job Vice President, Sr. Business Relationship Manager
Industry Banking
Experience
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Kathy Clemons Kathy Clemons's Union Bank Experience 2005 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Union Bank 2005 - Present
GreenPoint Mortgage (Capital One) January 2005 - September 2007
Fireman's Fund Insurance Company September 2002 - January 2005
Fireman's Fund Insurance Company April 2000 - September 2002
Skills
Visio
Education
University of California, Santa Barbara
Bachelor of Arts, Communications
Union Bank 2005 - Present
GreenPoint Mortgage (Capital One) January 2005 - September 2007
Fireman's Fund Insurance Company September 2002 - January 2005
Fireman's Fund Insurance Company April 2000 - September 2002
Skills
Visio
Education
University of California, Santa Barbara
Bachelor of Arts, Communications
Qin Guo Qin Guo's Union Bank Experience December 2012 - Present
Job Vice President, Regulatory Reporting Production Manager at Union Bank
Industry Insurance
Experience
Union Bank December 2012 - Present
Home Value Protection, Inc December 2011 - Present
Hawaii Employer's Mutual Insurance Co. June 2008 - October 2011
BT Trading, Inc July 2004 - December 2007
Bank of Communications, P. R. China, July 1996 - December 2000
Skills
Access, Crystal Reports, Financial Analysis, Financial Statements, QuickBooks, Microsoft Excel, Investment Accounting &..., Regulatory Reporting..., Cash Management, Investment Performance..., Data compilation and..., Risk Management, Photography, Portfolio Management, Accounting, Analysis, Banking, Financial Modeling, Investment Performance, Management, Strategic Financial..., Valuation
Education
University of Hawaii at Manoa 2004 — 2005
MACC, Accounting
University of Hawaii at Manoa 2002 — 2003
MBA, Finance & Accounting
Union Bank December 2012 - Present
Home Value Protection, Inc December 2011 - Present
Hawaii Employer's Mutual Insurance Co. June 2008 - October 2011
BT Trading, Inc July 2004 - December 2007
Bank of Communications, P. R. China, July 1996 - December 2000
Skills
Access, Crystal Reports, Financial Analysis, Financial Statements, QuickBooks, Microsoft Excel, Investment Accounting &..., Regulatory Reporting..., Cash Management, Investment Performance..., Data compilation and..., Risk Management, Photography, Portfolio Management, Accounting, Analysis, Banking, Financial Modeling, Investment Performance, Management, Strategic Financial..., Valuation
Education
University of Hawaii at Manoa 2004 — 2005
MACC, Accounting
University of Hawaii at Manoa 2002 — 2003
MBA, Finance & Accounting
Ellen Burns Cole Ellen Burns Cole's Union Bank Experience November 2013 - June 2014
Job Project Manager at Union Bank
Industry Banking
Experience
Union Bank November 2013 - June 2014
Santa Barbara Bank & Trust August 1993 - October 2013
Skills
Customer Service, Risk Management, Financial Analysis, Banking, Portfolio Management, Training, Project Management, Finance, Process Improvement, Leadership, Vendor Management, Access, Customer Experience, Budgets, Team Building, Business Analysis, Mergers & Acquisitions, Project Planning, Team Leadership, Program Management, Negotiation, Performance Management, Strategic Planning, Management, Sales, Team Management, Analysis, Change Management, Operations Management, Analytics, Business Strategy, Business Development, Human Resources, Coaching, Data Analysis
Education
UCSB
Bachelor's degree, Cultural Anthropology
Union Bank November 2013 - June 2014
Santa Barbara Bank & Trust August 1993 - October 2013
Skills
Customer Service, Risk Management, Financial Analysis, Banking, Portfolio Management, Training, Project Management, Finance, Process Improvement, Leadership, Vendor Management, Access, Customer Experience, Budgets, Team Building, Business Analysis, Mergers & Acquisitions, Project Planning, Team Leadership, Program Management, Negotiation, Performance Management, Strategic Planning, Management, Sales, Team Management, Analysis, Change Management, Operations Management, Analytics, Business Strategy, Business Development, Human Resources, Coaching, Data Analysis
Education
UCSB
Bachelor's degree, Cultural Anthropology
Elaine Walker Elaine Walker's Union Bank Experience June 2008 - March 2011
Job
Industry Computer Software
Experience
Raytheon Space and Airborne Systems February 2012 - Present
Harbor Freight Tools May 2011 - February 2012
Union Bank June 2008 - March 2011
Cedars-Sinai Medical Center December 2009 - July 2010
Warner Bros. October 2007 - February 2008
Chevron - Bangkok Thailand April 2007 - August 2007
Helio December 2005 - April 2007
Edmunds.com July 2004 - October 2005
Beckman Coulter August 2002 - July 2004
county of los angeles public Libraries March 1996 - February 2000
Skills
informatica, ETL, Oracle, SQL, PL/SQL, Data Warehousing, Data Warehouse..., SQL Server, DB2, Teradata, Business Objects, Informatica, Data Integration, SSRS, Dimensional Modeling, Microsoft SQL Server, Data Modeling, Databases, Erwin, Star Schema, Database Design, OLAP, Business Intelligence, SDLC
Education
University of Illinois at Urbana-Champaign 1991 — 1991
MS, Information Science
University of Southern California 1986 — 1989
BA, Philosophy - Cum Laude
Raytheon Space and Airborne Systems February 2012 - Present
Harbor Freight Tools May 2011 - February 2012
Union Bank June 2008 - March 2011
Cedars-Sinai Medical Center December 2009 - July 2010
Warner Bros. October 2007 - February 2008
Chevron - Bangkok Thailand April 2007 - August 2007
Helio December 2005 - April 2007
Edmunds.com July 2004 - October 2005
Beckman Coulter August 2002 - July 2004
county of los angeles public Libraries March 1996 - February 2000
Skills
informatica, ETL, Oracle, SQL, PL/SQL, Data Warehousing, Data Warehouse..., SQL Server, DB2, Teradata, Business Objects, Informatica, Data Integration, SSRS, Dimensional Modeling, Microsoft SQL Server, Data Modeling, Databases, Erwin, Star Schema, Database Design, OLAP, Business Intelligence, SDLC
Education
University of Illinois at Urbana-Champaign 1991 — 1991
MS, Information Science
University of Southern California 1986 — 1989
BA, Philosophy - Cum Laude
Jason Rourk Jason Rourk's Union Bank Experience April 2013 - November 2014
Job Global Program Manager at Disney Corporate
Industry Management Consulting
Experience
Disney Corporate January 2015 - Present
Union Bank April 2013 - November 2014
Capital Group November 2012 - April 2013
Guthy-Renker January 2012 - December 2012
Farmers Insurance 2010 - 2011
Blue Shield of California 2009 - 2011
Health Net 2005 - 2009
WellPoint 2001 - 2005
Universal Music & Video Distribution 1999 - 2001
Fox Entertainment Group 1996 - 1999
Skills
Program Management, Project Management, Workshop Facilitation, Strategic Technology..., Change Management, Risk Management, Analysis, SDLC, PMO, Project Portfolio..., PMP, Vendor Management, Team Building, Budgets, Project Planning, Management, Business Analysis, Software Documentation, Disaster Recovery, Process Improvement, Requirements Analysis, Outsourcing, Strategy, ITIL, Leadership, Data Center, Agile Methodologies, Cloud Computing, Software Development, Cross-functional Team..., IT Management, Enterprise Software, IT Strategy, Visio, Data Warehousing, Business Process..., Integration, Information Technology, Business Intelligence, Consulting
Education
University of Colorado Boulder 1987 — 1990
BSEE
University of Maryland College Park
MBA, Information Technology
Disney Corporate January 2015 - Present
Union Bank April 2013 - November 2014
Capital Group November 2012 - April 2013
Guthy-Renker January 2012 - December 2012
Farmers Insurance 2010 - 2011
Blue Shield of California 2009 - 2011
Health Net 2005 - 2009
WellPoint 2001 - 2005
Universal Music & Video Distribution 1999 - 2001
Fox Entertainment Group 1996 - 1999
Skills
Program Management, Project Management, Workshop Facilitation, Strategic Technology..., Change Management, Risk Management, Analysis, SDLC, PMO, Project Portfolio..., PMP, Vendor Management, Team Building, Budgets, Project Planning, Management, Business Analysis, Software Documentation, Disaster Recovery, Process Improvement, Requirements Analysis, Outsourcing, Strategy, ITIL, Leadership, Data Center, Agile Methodologies, Cloud Computing, Software Development, Cross-functional Team..., IT Management, Enterprise Software, IT Strategy, Visio, Data Warehousing, Business Process..., Integration, Information Technology, Business Intelligence, Consulting
Education
University of Colorado Boulder 1987 — 1990
BSEE
University of Maryland College Park
MBA, Information Technology
Devin DeGraw Devin DeGraw's Union Bank Experience June 2012 - September 2012
Job FP&A Analyst at Gates Corporation
Industry Financial Services
Experience
Gates Corporation May 2015 - Present
Dice May 2013 - Present
City and County of Denver January 2013 - May 2013
Union Bank June 2012 - September 2012
Solulink June 2009 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, PowerPoint, Salesforce Administrator, CA Clarity, Prezi, Customer Service, Italian, Spanish, Microsoft Word, Marketing Research, Social Networking, QuickBooks, Financial Analysis, Corporate Finance, Managerial Finance, Proofreading, Project Management, Social Media, Financial Reporting, Financial Services, Corporate Financial..., Budget Process, Budget Setting, Budget Forecasts, Financial Forecasting, Revenue Forecasting, Management, Leadership, Marketing
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance
University of Denver - Daniels College of Business 2009 — 2013
B.S, Business Administration
American University of Rome 2012 — 2012
Francis W. Parker School 2005 — 2009
High School Diploma
Gates Corporation May 2015 - Present
Dice May 2013 - Present
City and County of Denver January 2013 - May 2013
Union Bank June 2012 - September 2012
Solulink June 2009 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, PowerPoint, Salesforce Administrator, CA Clarity, Prezi, Customer Service, Italian, Spanish, Microsoft Word, Marketing Research, Social Networking, QuickBooks, Financial Analysis, Corporate Finance, Managerial Finance, Proofreading, Project Management, Social Media, Financial Reporting, Financial Services, Corporate Financial..., Budget Process, Budget Setting, Budget Forecasts, Financial Forecasting, Revenue Forecasting, Management, Leadership, Marketing
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance
University of Denver - Daniels College of Business 2009 — 2013
B.S, Business Administration
American University of Rome 2012 — 2012
Francis W. Parker School 2005 — 2009
High School Diploma
Nick Geoffroy Nick Geoffroy's Union Bank Experience March 2015 - Present
Job Document Testing Contractor at UNION BANK
Industry Financial Services
Experience
UNION BANK March 2015 - Present
Bank of the Internet December 2013 - Present
Bexil American Mortgage Inc. December 2012 - October 2013
WebFilings March 2012 - October 2012
Pulte Mortgage October 2004 - July 2011
Skills
Analysis, Auditing, Product Management, Banking, Process Improvement, Risk Management, Team Building, Business Analysis, Quality Assurance, Business Process..., Product Development, Leadership, Project Management
Education
University of Colorado at Boulder 1997 — 2002
BA, Economics
UNION BANK March 2015 - Present
Bank of the Internet December 2013 - Present
Bexil American Mortgage Inc. December 2012 - October 2013
WebFilings March 2012 - October 2012
Pulte Mortgage October 2004 - July 2011
Skills
Analysis, Auditing, Product Management, Banking, Process Improvement, Risk Management, Team Building, Business Analysis, Quality Assurance, Business Process..., Product Development, Leadership, Project Management
Education
University of Colorado at Boulder 1997 — 2002
BA, Economics
Simon Williams Simon Williams's Union Bank Experience August 2014 - Present
Job Financial Services Program Manager
Industry Internet
Experience
Union Bank August 2014 - Present
Redbooth Inc. August 2013 - August 2014
just.me, Inc November 2012 - August 2013
BlackRock December 2009 - May 2012
Barclays Global Investors August 2008 - December 2009
Barclays Global Investors January 2006 - September 2008
Barclays Global Investors June 2003 - December 2005
Barclays Global Investors June 2001 - June 2003
Barclays Bank - Barclays B2B.com July 2000 - June 2001
Barclays Bank - Corporate Bank September 1999 - July 2000
Skills
Strategy, Program Management, Product Management, Management, Start-ups, Governance, Software Development, Project Management, Integration, Change Management, IT Strategy, Product Marketing, Financial Services, Leadership, Team Management, Project Planning, PMO, Strategic Planning, Mergers, Enterprise Architecture, Mergers & Acquisitions, Vendor Management, Agile Methodologies, Management Consulting, SDLC, CRM, Offshoring, E-commerce, Project Portfolio..., Business Intelligence, Software Project..., Digital Marketing, Public Relations, Mobile Applications, User Experience, Analytics, Communication, Financial Planning, People Management, Application Support, Metrics
Education
University of Kent 1998 — 1999
MSc
University of Kent 1994 — 1998
BA (Hons)
University of London 2000 — 2001
PG Diploma
Union Bank August 2014 - Present
Redbooth Inc. August 2013 - August 2014
just.me, Inc November 2012 - August 2013
BlackRock December 2009 - May 2012
Barclays Global Investors August 2008 - December 2009
Barclays Global Investors January 2006 - September 2008
Barclays Global Investors June 2003 - December 2005
Barclays Global Investors June 2001 - June 2003
Barclays Bank - Barclays B2B.com July 2000 - June 2001
Barclays Bank - Corporate Bank September 1999 - July 2000
Skills
Strategy, Program Management, Product Management, Management, Start-ups, Governance, Software Development, Project Management, Integration, Change Management, IT Strategy, Product Marketing, Financial Services, Leadership, Team Management, Project Planning, PMO, Strategic Planning, Mergers, Enterprise Architecture, Mergers & Acquisitions, Vendor Management, Agile Methodologies, Management Consulting, SDLC, CRM, Offshoring, E-commerce, Project Portfolio..., Business Intelligence, Software Project..., Digital Marketing, Public Relations, Mobile Applications, User Experience, Analytics, Communication, Financial Planning, People Management, Application Support, Metrics
Education
University of Kent 1998 — 1999
MSc
University of Kent 1994 — 1998
BA (Hons)
University of London 2000 — 2001
PG Diploma
Andrew Mueller, CPA Andrew Mueller, CPA's Union Bank Experience January 2010 - August 2011
Job Manager at Arryve
Industry Management Consulting
Experience
Arryve September 2013 - Present
University of Virginia August 2011 - May 2013
Freedom Meditech June 2012 - September 2012
Union Bank January 2010 - August 2011
Deloitte & Touche September 2007 - January 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Internal Controls, US GAAP, Auditing, Financial Accounting, GAAP, Data Analysis, Finance, Strategic Financial..., Forecasting, Microsoft Excel, Risk Management, Analysis, IFRS, Business Strategy, Strategic Partnerships, Budgets, Banking, Management, Management Consulting, Business Development
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA)
University of California, Santa Barbara 2003 — 2007
B.A., Business Economics & Political Science
Arryve September 2013 - Present
University of Virginia August 2011 - May 2013
Freedom Meditech June 2012 - September 2012
Union Bank January 2010 - August 2011
Deloitte & Touche September 2007 - January 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Internal Controls, US GAAP, Auditing, Financial Accounting, GAAP, Data Analysis, Finance, Strategic Financial..., Forecasting, Microsoft Excel, Risk Management, Analysis, IFRS, Business Strategy, Strategic Partnerships, Budgets, Banking, Management, Management Consulting, Business Development
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA)
University of California, Santa Barbara 2003 — 2007
B.A., Business Economics & Political Science
Kim Grossberg Kim Grossberg's Union Bank Experience September 1985 - October 2009
Job Banking Savant
Industry Banking
Experience
Scott Valley Bank November 2009 - Present
Union Bank September 1985 - October 2009
Education
University of Denver 1978 — 1980
MBA, Business Administration
School name:
Scott Valley Bank November 2009 - Present
Union Bank September 1985 - October 2009
Education
University of Denver 1978 — 1980
MBA, Business Administration
School name:
Anthony Ramsier Anthony Ramsier's Union Bank Experience November 2009 - March 2010
Job
Industry Capital Markets
Experience
BellstoneShares, LLC September 2015 - Present
Strand Advisors February 2014 - Present
Sabal Financial Group LP January 2012 - February 2014
Sabal Financial Group LP October 2011 - January 2012
Sentinel Capital Funding March 2010 - May 2011
Union Bank November 2009 - March 2010
OneWest Bank June 2009 - November 2009
Indymac Bank November 2007 - June 2009
IndyMac Bank January 2005 - November 2007
ExxonMobil April 2001 - February 2005
Skills
Production, Real Estate, Loans, Residential, Construction, Credit, Asset Management, Financial Analysis, Underwriting, Due Diligence, Financial Modeling, Negotiation, Real Estate Finance, Portfolio Management, Banking, Real Estate Investment, Microsoft Office, Capital Structure, Term Sheets, Proformas, Bank Negotiations, Asset Managment, Residential Homes, Real Estate Economics, Finance, Investments, Investment Properties, Real Estate Development, Valuation, Entitlements
Education
University of Southern California - Marshall School of Business 2003 — 2007
MBA
University of Southern California 2003 — 2006
MBA
University of Cincinnati 1996 — 2001
BS
Edison High 1992 — 1996
BellstoneShares, LLC September 2015 - Present
Strand Advisors February 2014 - Present
Sabal Financial Group LP January 2012 - February 2014
Sabal Financial Group LP October 2011 - January 2012
Sentinel Capital Funding March 2010 - May 2011
Union Bank November 2009 - March 2010
OneWest Bank June 2009 - November 2009
Indymac Bank November 2007 - June 2009
IndyMac Bank January 2005 - November 2007
ExxonMobil April 2001 - February 2005
Skills
Production, Real Estate, Loans, Residential, Construction, Credit, Asset Management, Financial Analysis, Underwriting, Due Diligence, Financial Modeling, Negotiation, Real Estate Finance, Portfolio Management, Banking, Real Estate Investment, Microsoft Office, Capital Structure, Term Sheets, Proformas, Bank Negotiations, Asset Managment, Residential Homes, Real Estate Economics, Finance, Investments, Investment Properties, Real Estate Development, Valuation, Entitlements
Education
University of Southern California - Marshall School of Business 2003 — 2007
MBA
University of Southern California 2003 — 2006
MBA
University of Cincinnati 1996 — 2001
BS
Edison High 1992 — 1996
Mar Anthony DeRoca Mar Anthony DeRoca's Union Bank Experience January 2009 - August 2011
Job IT Specialist Junior at EpsilonInc./AT&T/HP
Industry Information Technology and Services
Experience
Epsilon-Inc./HP November 2014 - Present
Computers to San Diego Kids (C2SDK) March 2012 - December 2013
Union Bank January 2009 - August 2011
Union Bank January 2003 - January 2008
Skills
Windows 7, Troubleshooting, Outlook, Microsoft Office, Coaching, Hardware, Technical Support, Leadership, Networking, Software Installation, Windows XP, System Administration, Program Management, Customer Service, Information Technology, Databases, Sales, Network Security, Training, Strategic Planning, PowerPoint, Security, Operating Systems, Active Directory, Windows
Education
New Horizons Computer Learning Center 2012 — 2012
CompTIA A+ Certified, Computer/Information Technology Administration and Management
University of Guam 1996 — 2001
Bachelors of Business, Finance and Economics/Management; Business Management
Epsilon-Inc./HP November 2014 - Present
Computers to San Diego Kids (C2SDK) March 2012 - December 2013
Union Bank January 2009 - August 2011
Union Bank January 2003 - January 2008
Skills
Windows 7, Troubleshooting, Outlook, Microsoft Office, Coaching, Hardware, Technical Support, Leadership, Networking, Software Installation, Windows XP, System Administration, Program Management, Customer Service, Information Technology, Databases, Sales, Network Security, Training, Strategic Planning, PowerPoint, Security, Operating Systems, Active Directory, Windows
Education
New Horizons Computer Learning Center 2012 — 2012
CompTIA A+ Certified, Computer/Information Technology Administration and Management
University of Guam 1996 — 2001
Bachelors of Business, Finance and Economics/Management; Business Management
Matt Namkung Matt Namkung's Union Bank Experience 2011 - 2012
Job Assistant Retirement Analyst at City and County of San Francisco
Industry Human Resources
Experience
City and County of San Francisco May 2013 - Present
Union Bank 2011 - 2012
Horse Racing Simulation 2008 - 2011
Altman and Cronin 2001 - 2008
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement, Defined Contribution
Education
University of California, Santa Barbara
Bachelors, Psychology, Statistics
City and County of San Francisco May 2013 - Present
Union Bank 2011 - 2012
Horse Racing Simulation 2008 - 2011
Altman and Cronin 2001 - 2008
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement, Defined Contribution
Education
University of California, Santa Barbara
Bachelors, Psychology, Statistics
Alina A. Oprea Alina A. Oprea's Union Bank Experience May 2012 - Present
Job VP at Union Bank, Reporting & Analytics Manager
Industry Financial Services
Experience
Union Bank May 2012 - Present
University of La Verne 2008 - Present
Ceridian April 2009 - April 2012
LandAmerica Financial Group 2003 - 2009
Skills
Six Sigma, Process Improvement, Lean Manufacturing, Change Management, Operations Management, Organizational..., Team Building, Coaching, Cross-functional Team..., Strategic Planning, Project Management, Data Analysis, Management Consulting, Program Management, Business Strategy, Quality Management, Business Analysis, Continuous Improvement
Education
Ceridian Six Sigma Master Black Belt Certified 2010 — 2010
Master Black Belt Certified, Six Sigma
Bank of America Six Sigma Black Belt Certified 2006 — 2006
Black Belt Certified
University of La Verne 2001 — 2003
MBA
Academy of Economic Studies, Bucharest, Romania 1996 — 2000
Bachelor of Science (BS)
Union Bank May 2012 - Present
University of La Verne 2008 - Present
Ceridian April 2009 - April 2012
LandAmerica Financial Group 2003 - 2009
Skills
Six Sigma, Process Improvement, Lean Manufacturing, Change Management, Operations Management, Organizational..., Team Building, Coaching, Cross-functional Team..., Strategic Planning, Project Management, Data Analysis, Management Consulting, Program Management, Business Strategy, Quality Management, Business Analysis, Continuous Improvement
Education
Ceridian Six Sigma Master Black Belt Certified 2010 — 2010
Master Black Belt Certified, Six Sigma
Bank of America Six Sigma Black Belt Certified 2006 — 2006
Black Belt Certified
University of La Verne 2001 — 2003
MBA
Academy of Economic Studies, Bucharest, Romania 1996 — 2000
Bachelor of Science (BS)
Arif Jean Arif Jean's Union Bank Experience January 1992 - October 1994
Job Assistant Manager at Speed Bird/76
Industry Insurance
Experience
World Financial Group (WFG) January 2010 - Present
Speed Bird/76 January 2001 - Present
Union Bank January 1992 - October 1994
Skills
Insurance, Customer Service, Small Business, Customer Relations, Employee Relations, Credit, Compliance, Time Management, Outlook, Team Building, Administrative Support, Administration, Negotiation, Budgeting, Benefits, Sales Management, PowerPoint, Excel, Operations Management, Problem Solving, Supervisory Skills, Word, Team Management, Strategic Planning, Policy Analysis
Education
American Institute of Insurance 1996 — 1998
MBA, Business
University of Central Punjab 1977 — 1978
B.COM, Commerce
World Financial Group (WFG) January 2010 - Present
Speed Bird/76 January 2001 - Present
Union Bank January 1992 - October 1994
Skills
Insurance, Customer Service, Small Business, Customer Relations, Employee Relations, Credit, Compliance, Time Management, Outlook, Team Building, Administrative Support, Administration, Negotiation, Budgeting, Benefits, Sales Management, PowerPoint, Excel, Operations Management, Problem Solving, Supervisory Skills, Word, Team Management, Strategic Planning, Policy Analysis
Education
American Institute of Insurance 1996 — 1998
MBA, Business
University of Central Punjab 1977 — 1978
B.COM, Commerce
Diana Eads Diana Eads's Union Bank Experience 1998 - 2009
Job at
Industry Banking
Experience
Preferred Bank 2010 - Present
Union Bank 1998 - 2009
Skills
Banking
Education
University of Central Missouri 1996 — 1999
Mass Communication s
Preferred Bank 2010 - Present
Union Bank 1998 - 2009
Skills
Banking
Education
University of Central Missouri 1996 — 1999
Mass Communication s
Sarah Klaustermeier Sarah Klaustermeier's Union Bank Experience January 2004 - July 2006
Job Development Manager at Shea Properties
Industry Real Estate
Experience
Shea Properties May 2013 - Present
Archstone July 2008 - March 2013
Coventry Development Corporation May 2007 - August 2007
Klingbeil Capital Management November 2006 - March 2007
Union Bank January 2004 - July 2006
Hyatt Regency May 2002 - November 2003
Skills
Financial Analysis, Market Research, Loans, Budgets, Strategic Planning, Microsoft Excel, Business Strategy, Project Management, Microsoft Office, Financial Modeling, Customer Service, Risk Management, Team Leadership, Finance, Process Improvement, Asset Managment, Real Estate, Investments, Due Diligence, Real Estate Development, Asset Management, Real Estate Financing, Acquisitions, Leases, Negotiation, Contract Negotiation, Apartments, Management, Disposition, Real Estate Transactions, Corporate Real Estate, Real Estate Economics, Land Acquisition, Affordable Housing, Property Management, Commercial Real Estate, Lease Administration, Investment Properties, Feasibility Studies, Entitlements, Tenant, Valuation, Property, Location Intelligence, Brokerage, Rentals, Marketing, Underwriting, Residential Homes
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2008
MBA, Real Estate & Finance
University of California, Santa Barbara 1996 — 2000
BA, Busines Economics & Latin American Iberian Studies
Marin Catholic High School
Shea Properties May 2013 - Present
Archstone July 2008 - March 2013
Coventry Development Corporation May 2007 - August 2007
Klingbeil Capital Management November 2006 - March 2007
Union Bank January 2004 - July 2006
Hyatt Regency May 2002 - November 2003
Skills
Financial Analysis, Market Research, Loans, Budgets, Strategic Planning, Microsoft Excel, Business Strategy, Project Management, Microsoft Office, Financial Modeling, Customer Service, Risk Management, Team Leadership, Finance, Process Improvement, Asset Managment, Real Estate, Investments, Due Diligence, Real Estate Development, Asset Management, Real Estate Financing, Acquisitions, Leases, Negotiation, Contract Negotiation, Apartments, Management, Disposition, Real Estate Transactions, Corporate Real Estate, Real Estate Economics, Land Acquisition, Affordable Housing, Property Management, Commercial Real Estate, Lease Administration, Investment Properties, Feasibility Studies, Entitlements, Tenant, Valuation, Property, Location Intelligence, Brokerage, Rentals, Marketing, Underwriting, Residential Homes
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2008
MBA, Real Estate & Finance
University of California, Santa Barbara 1996 — 2000
BA, Busines Economics & Latin American Iberian Studies
Marin Catholic High School
Scott Rainwater Scott Rainwater's Union Bank Experience 2008 - 2010
Job Personal Financial Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC 2010 - Present
Union Bank 2008 - 2010
Union Bank 2003 - 2008
Western Capital 2002 - 2003
Education
University of Colorado Boulder 1989 — 1993
Bachelor, International Affairs
Heritage High School
Allstate Financial Services, LLC 2010 - Present
Union Bank 2008 - 2010
Union Bank 2003 - 2008
Western Capital 2002 - 2003
Education
University of Colorado Boulder 1989 — 1993
Bachelor, International Affairs
Heritage High School
Teresa Braley Teresa Braley's Union Bank Experience June 2012 - Present
Job Senior Business Analyst at Union Bank
Industry Banking
Experience
Union Bank June 2012 - Present
Union Bank January 2011 - June 2012
Cushman & Wakefield September 2006 - January 2011
University of Idaho October 2002 - August 2006
Aviation Finance Group May 2000 - September 2002
Key Bank August 1997 - May 2000
Skills
Project Management, Facilities Management, Strategic Planning, SharePoint, Finance, Process Improvement, Analysis, Microsoft Office, Customer Service, Vendor Management, Real Estate, Microsoft Excel, Outlook, PowerPoint, Business Analysis, Program Management, Training, Data Analysis, Budgets, Management, MS Project
Education
University of Idaho 2002 — 2006
Union Bank June 2012 - Present
Union Bank January 2011 - June 2012
Cushman & Wakefield September 2006 - January 2011
University of Idaho October 2002 - August 2006
Aviation Finance Group May 2000 - September 2002
Key Bank August 1997 - May 2000
Skills
Project Management, Facilities Management, Strategic Planning, SharePoint, Finance, Process Improvement, Analysis, Microsoft Office, Customer Service, Vendor Management, Real Estate, Microsoft Excel, Outlook, PowerPoint, Business Analysis, Program Management, Training, Data Analysis, Budgets, Management, MS Project
Education
University of Idaho 2002 — 2006
Anne Trevisani Anne Trevisani's Union Bank Experience August 1980 - August 1984
Job Commercial Credit Team Leader at Rockland Trust
Industry Banking
Experience
Rockland Trust March 2015 - Present
South Eastern Economic Development (SEED) Corp. August 2011 - February 2015
Rockland Trust June 1993 - June 2011
Shawmut Bank January 1989 - June 1993
State Street Bank and Trust December 1984 - December 1988
Union Bank August 1980 - August 1984
Skills
Banking, Loans, Small Business Lending, Commercial Lending, Finance, Commercial Banking, Credit, Credit Analysis, Loan Origination, Commercial Mortgages, Real Estate, Consumer Lending, Lines Of Credit, SBA 504, SBA
Education
University of Denver 1976 — 1980
BSBA, Finance/Marketing
Rockland Trust March 2015 - Present
South Eastern Economic Development (SEED) Corp. August 2011 - February 2015
Rockland Trust June 1993 - June 2011
Shawmut Bank January 1989 - June 1993
State Street Bank and Trust December 1984 - December 1988
Union Bank August 1980 - August 1984
Skills
Banking, Loans, Small Business Lending, Commercial Lending, Finance, Commercial Banking, Credit, Credit Analysis, Loan Origination, Commercial Mortgages, Real Estate, Consumer Lending, Lines Of Credit, SBA 504, SBA
Education
University of Denver 1976 — 1980
BSBA, Finance/Marketing
Armando R. Gomez's Union Bank Experience 2012 - 2013
Job Strategy & Operations Management Consultant
Industry Management Consulting
Experience
Union Bank 2012 - 2013
Cliffwater LLC 2010 - 2012
Deloitte 2008 - 2010
Skills
Hedge Funds, Private Equity, Financial Modeling, Risk Management, Auditing, Enterprise Risk..., Accounting, Strategy, Investment Management, Internal Audit, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Investments, Venture Capital, Portfolio Management, Bloomberg, Mergers & Acquisitions, Emerging Markets, Entrepreneurship, Financial Reporting, Finance, Alternative Investments, Equities, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Finance
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (BA), Business Economics, Accounting
Union Bank 2012 - 2013
Cliffwater LLC 2010 - 2012
Deloitte 2008 - 2010
Skills
Hedge Funds, Private Equity, Financial Modeling, Risk Management, Auditing, Enterprise Risk..., Accounting, Strategy, Investment Management, Internal Audit, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Investments, Venture Capital, Portfolio Management, Bloomberg, Mergers & Acquisitions, Emerging Markets, Entrepreneurship, Financial Reporting, Finance, Alternative Investments, Equities, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Finance
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (BA), Business Economics, Accounting
Min Joung's Union Bank Experience May 2005 - June 2015
Job Recruiting Specialist at WJ & Company
Industry Staffing and Recruiting
Experience
WJ & Company 2015 - Present
Union Bank May 2005 - June 2015
Fish Eye Marine Park April 2000 - August 2003
Continental Airlines April 1993 - March 2000
Education
University of Guam 1991 — 1992
John F. Kennedy High School 1987 — 1991
High School Diploma
WJ & Company 2015 - Present
Union Bank May 2005 - June 2015
Fish Eye Marine Park April 2000 - August 2003
Continental Airlines April 1993 - March 2000
Education
University of Guam 1991 — 1992
John F. Kennedy High School 1987 — 1991
High School Diploma
Sally Jean Martin, PHR's Union Bank Experience January 2011 - September 2014
Job Human Resources at AllianceOne
Industry Human Resources
Experience
AllianceOne September 2014 - Present
Union Bank January 2011 - September 2014
Wells Fargo February 2003 - November 2011
American Airports Corporation February 1998 - January 2003
Skills
Employee Relations, Talent Management, Performance Management, Talent Acquisition, Investigations, Onboarding, Compensation, Mergers & Acquisitions, Management Training..., Employee Training, HR Consulting, Reductions in Force, Payroll, Employee Benefits, Succession Planning, Workforce Planning, Recruiting, Organizational Design, Strategic Planning, Workers Compensation, Employment Practices..., Training, Employee Counseling, Employee Consultation, Staff Development
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), English Literature (British and Commonwealth)
AllianceOne September 2014 - Present
Union Bank January 2011 - September 2014
Wells Fargo February 2003 - November 2011
American Airports Corporation February 1998 - January 2003
Skills
Employee Relations, Talent Management, Performance Management, Talent Acquisition, Investigations, Onboarding, Compensation, Mergers & Acquisitions, Management Training..., Employee Training, HR Consulting, Reductions in Force, Payroll, Employee Benefits, Succession Planning, Workforce Planning, Recruiting, Organizational Design, Strategic Planning, Workers Compensation, Employment Practices..., Training, Employee Counseling, Employee Consultation, Staff Development
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Michele Scafani Michele Scafani's Union Bank Experience 2010 - June 2015
Job
Industry Banking
Experience
PNC Business Credit July 2015 - Present
Union Bank 2010 - June 2015
Union Bank 2005 - 2010
GE Capital 2001 - 2005
eTranslate 2000 - 2001
Bank of America 1997 - 2000
Bank of America 1994 - 1997
Bank of America 1993 - 1994
Asset Based Lending Consultants 1991 - 1993
GE Capital 1990 - 1991
Education
University of California, Santa Barbara
Bachelor's degree, Business/Managerial Economics
PNC Business Credit July 2015 - Present
Union Bank 2010 - June 2015
Union Bank 2005 - 2010
GE Capital 2001 - 2005
eTranslate 2000 - 2001
Bank of America 1997 - 2000
Bank of America 1994 - 1997
Bank of America 1993 - 1994
Asset Based Lending Consultants 1991 - 1993
GE Capital 1990 - 1991
Education
University of California, Santa Barbara
Bachelor's degree, Business/Managerial Economics
Stephen Wells Stephen Wells's Union Bank Experience August 2009 - April 2010
Job Head of Revenue & General Administrative Recruiting at Twitter
Industry Staffing and Recruiting
Experience
Twitter July 2015 - Present
Zynga February 2015 - May 2015
Big Heart Pet Brands August 2013 - February 2015
BlackRock April 2010 - August 2013
Union Bank August 2009 - April 2010
Barclays Global Investors (Now BlackRock) November 2007 - August 2009
BearingPoint January 2001 - November 2007
MarchFirst 1997 - 2000
Skills
Applicant Tracking..., Business Process, Recruiting, Talent Management, Talent Acquisition, Social Media, Vendor Management, Executive Search, Program Management, Human Resources, Onboarding, Start-ups, Management, Process Improvement, Leadership, Business Process..., Management Consulting, Strategic Planning, Technical Recruiting, Team Building, Strategy, SDLC
Education
University of Connecticut 1980 — 1985
BA, MA, International Studies
Twitter July 2015 - Present
Zynga February 2015 - May 2015
Big Heart Pet Brands August 2013 - February 2015
BlackRock April 2010 - August 2013
Union Bank August 2009 - April 2010
Barclays Global Investors (Now BlackRock) November 2007 - August 2009
BearingPoint January 2001 - November 2007
MarchFirst 1997 - 2000
Skills
Applicant Tracking..., Business Process, Recruiting, Talent Management, Talent Acquisition, Social Media, Vendor Management, Executive Search, Program Management, Human Resources, Onboarding, Start-ups, Management, Process Improvement, Leadership, Business Process..., Management Consulting, Strategic Planning, Technical Recruiting, Team Building, Strategy, SDLC
Education
University of Connecticut 1980 — 1985
BA, MA, International Studies
Heidi Chew Heidi Chew's Union Bank Experience September 1980 - March 1990
Job yoga instructor at various locations
Industry Consumer Goods
Experience
various health clubs January 2007 - Present
Alicorp January 1999 - Present
Union Bank September 1980 - March 1990
Skills
SAP, Yoga, Finance, Wellness Coaching, Fitness, Personal Training, Teaching, Healing, Wellness, Microsoft Office, Marketing
Education
UC Santa Barbara
BA, Business Economics
various health clubs January 2007 - Present
Alicorp January 1999 - Present
Union Bank September 1980 - March 1990
Skills
SAP, Yoga, Finance, Wellness Coaching, Fitness, Personal Training, Teaching, Healing, Wellness, Microsoft Office, Marketing
Education
UC Santa Barbara
BA, Business Economics
Sanah Arshad Sanah Arshad's Union Bank Experience 2006 - 2007
Job IT Advisory
Industry Information Services
Experience
KPMG November 2013 - Present
Cybersoft North America Inc. 2011 - October 2013
Cybersoft North America Inc. 2011 - October 2013
Union Bank 2006 - 2007
Citibank pakistan 2004 - 2005
Skills
Software Development, Microsoft SQL Server, Web Services, Requirements Gathering, Business Analysis, XML, Testing, Crystal Reports, HTML, Requirements Analysis, Analysis, Databases, Software Project..., Software Design, C#, Oracle, VB.NET, Quality Assurance, Business Process..., Consulting, Leadership, Web Design, UML, Entity Framework, Web Applications, Strategy, Management, Sox, SoC, General IT Control..., Application Contol..., Report Testing, Customer Service, Change Management, Project Management, Vendor Management
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), MBA
University of Houston, C.T. Bauer College of Business 2012 — 2014
MBA, MBA
Institute of Business Management Pakistan 2001 — 2005
Bachelor of Computer Science, Business and IT, Received a Gold Medal for outstanding Academic Achievement
KPMG November 2013 - Present
Cybersoft North America Inc. 2011 - October 2013
Cybersoft North America Inc. 2011 - October 2013
Union Bank 2006 - 2007
Citibank pakistan 2004 - 2005
Skills
Software Development, Microsoft SQL Server, Web Services, Requirements Gathering, Business Analysis, XML, Testing, Crystal Reports, HTML, Requirements Analysis, Analysis, Databases, Software Project..., Software Design, C#, Oracle, VB.NET, Quality Assurance, Business Process..., Consulting, Leadership, Web Design, UML, Entity Framework, Web Applications, Strategy, Management, Sox, SoC, General IT Control..., Application Contol..., Report Testing, Customer Service, Change Management, Project Management, Vendor Management
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), MBA
University of Houston, C.T. Bauer College of Business 2012 — 2014
MBA, MBA
Institute of Business Management Pakistan 2001 — 2005
Bachelor of Computer Science, Business and IT, Received a Gold Medal for outstanding Academic Achievement
Scott Elam, CPA's Union Bank Experience February 2014 - January 2015
Job Senior Consultant at Agilis Systems, LLC
Industry Information Technology and Services
Experience
Agilis USA March 2015 - Present
Union Bank February 2014 - January 2015
Accenture September 2013 - February 2014
Emtec Inc. March 2012 - June 2013
Information Services Group March 2011 - March 2012
Dolby Laboratories, Inc. January 2006 - July 2010
Skills
PeopleSoft, ERP, Business Process, Business Process..., SDLC, Management, Requirements Gathering, Financials, User Acceptance Testing, Finance, Business Analysis, Business Intelligence, Requirements Analysis, Accounts Receivable, Integration, Accounts Payable
Education
University of California, Santa Barbara
BA, Business Economics with Accounting concentration
Agilis USA March 2015 - Present
Union Bank February 2014 - January 2015
Accenture September 2013 - February 2014
Emtec Inc. March 2012 - June 2013
Information Services Group March 2011 - March 2012
Dolby Laboratories, Inc. January 2006 - July 2010
Skills
PeopleSoft, ERP, Business Process, Business Process..., SDLC, Management, Requirements Gathering, Financials, User Acceptance Testing, Finance, Business Analysis, Business Intelligence, Requirements Analysis, Accounts Receivable, Integration, Accounts Payable
Education
University of California, Santa Barbara
BA, Business Economics with Accounting concentration
Michelle McCabe Michelle McCabe's Union Bank Experience September 2008 - September 2011
Job Independent Stylist at Stella & Dot
Industry Luxury Goods & Jewelry
Experience
Stella & Dot May 2014 - Present
Bottlenotes September 2011 - November 2014
The Junior League of San Francisco June 2011 - June 2012
Dream A Little Dream Events April 2010 - October 2011
Union Bank September 2008 - September 2011
The Junior League of San Francisco May 2010 - May 2011
The Junior League of San Francisco June 2009 - May 2010
The Junior League of San Francisco June 2008 - May 2009
Union Bank of California May 2006 - August 2008
The Marine Mammal Center January 2006 - April 2007
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Marketing Strategy, Sales, Marketing Communications, Management, Budgets, Customer Service, Strategic Planning, Market Research, Leadership, Analysis, Volunteer Management, Time Management, Sales Management, Analytics
Education
University High School
Bachelor of Arts and Science
University of Colorado at Boulder
BAS
Stella & Dot May 2014 - Present
Bottlenotes September 2011 - November 2014
The Junior League of San Francisco June 2011 - June 2012
Dream A Little Dream Events April 2010 - October 2011
Union Bank September 2008 - September 2011
The Junior League of San Francisco May 2010 - May 2011
The Junior League of San Francisco June 2009 - May 2010
The Junior League of San Francisco June 2008 - May 2009
Union Bank of California May 2006 - August 2008
The Marine Mammal Center January 2006 - April 2007
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Marketing Strategy, Sales, Marketing Communications, Management, Budgets, Customer Service, Strategic Planning, Market Research, Leadership, Analysis, Volunteer Management, Time Management, Sales Management, Analytics
Education
University High School
Bachelor of Arts and Science
University of Colorado at Boulder
BAS
Stephen L. Johnson Stephen L. Johnson's Union Bank Experience 1992 - 2010
Job at Johnson Consulting and Communications
Industry Financial Services
Experience
Johnson Consulting and Communications January 2011 - Present
Union Bank 1992 - 2010
KQED Public Television and Radio 2002 - 2008
Fine Arts Museums of San Francisco 1999 - 2005
First Nationwide Financial Corporation 1982 - 1991
Bechtel Corporation 1978 - 1981
Bank of America 1974 - 1977
The Denver Post 1970 - 1974
US Army 1966 - 1970
Skills
Crisis Communications, Reputation Management, Financial Services, Corporate Communications, Internal Communications, Speech Writing, Mergers, Strategic Communications, Media Relations, Diversity and Cultural..., Community Outreach, Special Event Management, Shareholder..., Mergers & Acquisitions, Event Management, Banking, Nonprofits, Budgets, Public Affairs, Executive Management, Communication Training, Investor Relations, Thought Leadership, Corporate Social..., Strategy, Portfolio Management, Public Speaking, Fundraising, Press Releases, Messaging, Newsletters, Publicity, Public Relations, Integrated Marketing, Marketing Communications, Community Development, Crisis Management, Philanthropy, Message Development, Communications Planning
Education
University of San Francisco 1987 — 1989
BS, management
University of Denver
English Language and Literature, General
Johnson Consulting and Communications January 2011 - Present
Union Bank 1992 - 2010
KQED Public Television and Radio 2002 - 2008
Fine Arts Museums of San Francisco 1999 - 2005
First Nationwide Financial Corporation 1982 - 1991
Bechtel Corporation 1978 - 1981
Bank of America 1974 - 1977
The Denver Post 1970 - 1974
US Army 1966 - 1970
Skills
Crisis Communications, Reputation Management, Financial Services, Corporate Communications, Internal Communications, Speech Writing, Mergers, Strategic Communications, Media Relations, Diversity and Cultural..., Community Outreach, Special Event Management, Shareholder..., Mergers & Acquisitions, Event Management, Banking, Nonprofits, Budgets, Public Affairs, Executive Management, Communication Training, Investor Relations, Thought Leadership, Corporate Social..., Strategy, Portfolio Management, Public Speaking, Fundraising, Press Releases, Messaging, Newsletters, Publicity, Public Relations, Integrated Marketing, Marketing Communications, Community Development, Crisis Management, Philanthropy, Message Development, Communications Planning
Education
University of San Francisco 1987 — 1989
BS, management
University of Denver
English Language and Literature, General
Sara Vincent Sara Vincent's Union Bank Experience July 2013 - Present
Job Mortgage Consultant Associate at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
Provident Savings Bank September 2012 - July 2013
Wells Fargo Home Mortgage October 2011 - September 2012
JP Morgan Chase December 2010 - October 2011
Wells Fargo Financial January 2010 - September 2010
Skills
Loans, Real Estate, Customer Service, Financial Analysis, Project Management, Refinance, Credit, Microsoft Office, Accounting, Budgets, Financial Reporting, Banking, Mortgage Lending, Start-ups
Education
University of Idaho 2005 — 2009
Bachelor, Finance, Spanish
Union Bank July 2013 - Present
Provident Savings Bank September 2012 - July 2013
Wells Fargo Home Mortgage October 2011 - September 2012
JP Morgan Chase December 2010 - October 2011
Wells Fargo Financial January 2010 - September 2010
Skills
Loans, Real Estate, Customer Service, Financial Analysis, Project Management, Refinance, Credit, Microsoft Office, Accounting, Budgets, Financial Reporting, Banking, Mortgage Lending, Start-ups
Education
University of Idaho 2005 — 2009
Bachelor, Finance, Spanish
Pamela Glass Pamela Glass's Union Bank Experience January 1995 - May 1999
Job Senior Vice President and Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2014 - November 2014
California Bank & Trust September 2013 - January 2014
Sterling Consulting Services Inc. April 2011 - September 2013
Zions Management Services Company January 2008 - March 2011
California Bank & Trust May 1999 - December 2007
Union Bank January 1995 - May 1999
J.P. Morgan November 1990 - August 1994
Education
University of Delaware 1980 — 1984
BA, Economics and Philosophy
California Bank & Trust January 2014 - November 2014
California Bank & Trust September 2013 - January 2014
Sterling Consulting Services Inc. April 2011 - September 2013
Zions Management Services Company January 2008 - March 2011
California Bank & Trust May 1999 - December 2007
Union Bank January 1995 - May 1999
J.P. Morgan November 1990 - August 1994
Education
University of Delaware 1980 — 1984
BA, Economics and Philosophy
Susan McGowan Susan McGowan's Union Bank Experience 1981 - 1986
Job Writer/Instructional Designer
Industry Professional Training & Coaching
Experience
Electra Enterprises of San Francisco 2000 - Present
AchieveGlobal 1992 - Present
Integratis 2011 - December 2013
Apple Computer 2000 - 2001
Wang Laboratories 1986 - 1992
Union Bank 1981 - 1986
Skills
Instructional Design, Executive Coaching, Leadership Development, Organizational Change, Organizational..., Coaching, E-learning, Team Building, Public Speaking, Performance Management, Consultative Selling, Management Consulting, Adult Education, Team Leadership, Customer Satisfaction, Sales Management, Negotiation, Problem Solving, Customer Service, Mentoring, Microsoft Office, Staff Development, Training Skills, Conflict Resolution, Writing, Instructor-led Training, Salesforce.com, Large Group Facilitation, Blended Learning, Team Management, Needs Analysis, Online Training, Personal Development, Word, Excel, Change Management, E-Learning, Training, Strategy, Leadership, Workshop Facilitation, MBTI, Management, 360 Feedback, Organizational..., Employee Training, Career Development, Executive Development, Soft Skills, Business Coaching
Education
University of California, Santa Barbara 1966 — 1968
Winchester-Thurston School
Electra Enterprises of San Francisco 2000 - Present
AchieveGlobal 1992 - Present
Integratis 2011 - December 2013
Apple Computer 2000 - 2001
Wang Laboratories 1986 - 1992
Union Bank 1981 - 1986
Skills
Instructional Design, Executive Coaching, Leadership Development, Organizational Change, Organizational..., Coaching, E-learning, Team Building, Public Speaking, Performance Management, Consultative Selling, Management Consulting, Adult Education, Team Leadership, Customer Satisfaction, Sales Management, Negotiation, Problem Solving, Customer Service, Mentoring, Microsoft Office, Staff Development, Training Skills, Conflict Resolution, Writing, Instructor-led Training, Salesforce.com, Large Group Facilitation, Blended Learning, Team Management, Needs Analysis, Online Training, Personal Development, Word, Excel, Change Management, E-Learning, Training, Strategy, Leadership, Workshop Facilitation, MBTI, Management, 360 Feedback, Organizational..., Employee Training, Career Development, Executive Development, Soft Skills, Business Coaching
Education
University of California, Santa Barbara 1966 — 1968
Winchester-Thurston School
Alexandra Burns's Union Bank Experience May 2012 - August 2012
Job Staff Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing February 2015 - Present
StixToGo January 2008 - Present
Loud Technologies Inc. June 2014 - October 2014
University of Idaho August 2009 - December 2013
Union Bank May 2012 - August 2012
Ride The Ducks of Seattle May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Team Building, Event Planning, Sales, PowerPoint, Data Analysis, Teamwork, Social Networking, Spanish, Inventory Management, Project Planning, Process Improvement, MS Project, Outlook, Six Sigma, Fundraising, Public Speaking, Access, Microsoft Word, Strategic Planning, Marketing, Public Relations, Management
Education
University of Idaho 2009 — 2013
Bachelor's degree, Business Administration, Operations and Production Management, Senior
University of Alicante
Minor, Spanish Language and Literature
Boeing February 2015 - Present
StixToGo January 2008 - Present
Loud Technologies Inc. June 2014 - October 2014
University of Idaho August 2009 - December 2013
Union Bank May 2012 - August 2012
Ride The Ducks of Seattle May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Team Building, Event Planning, Sales, PowerPoint, Data Analysis, Teamwork, Social Networking, Spanish, Inventory Management, Project Planning, Process Improvement, MS Project, Outlook, Six Sigma, Fundraising, Public Speaking, Access, Microsoft Word, Strategic Planning, Marketing, Public Relations, Management
Education
University of Idaho 2009 — 2013
Bachelor's degree, Business Administration, Operations and Production Management, Senior
University of Alicante
Minor, Spanish Language and Literature
Chris (Dougherty) DeVries Chris (Dougherty) DeVries's Union Bank Experience April 2014 - Present
Job Managing Director, Private Banking at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank January 2010 - April 2014
Santa Barbara Bank & Trust March 2009 - December 2009
Santa Barbara Bank & Trust October 2006 - March 2008
Montecito Bank & Trust August 2003 - September 2006
First Republic Bank August 2002 - August 2003
Santa Barbara Bank & Trust November 1993 - August 2002
Wells Fargo November 1985 - November 1993
Central Bank of Lake of the Ozarks October 1984 - September 1985
Old Admiral's Inn October 1983 - September 1984
Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis
Education
University of Delaware 1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism
Archmere Academy 1975 — 1979
Union Bank April 2014 - Present
Union Bank January 2010 - April 2014
Santa Barbara Bank & Trust March 2009 - December 2009
Santa Barbara Bank & Trust October 2006 - March 2008
Montecito Bank & Trust August 2003 - September 2006
First Republic Bank August 2002 - August 2003
Santa Barbara Bank & Trust November 1993 - August 2002
Wells Fargo November 1985 - November 1993
Central Bank of Lake of the Ozarks October 1984 - September 1985
Old Admiral's Inn October 1983 - September 1984
Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis
Education
University of Delaware 1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism
Archmere Academy 1975 — 1979
Chad van Roden Chad van Roden's Union Bank Experience 2007 - 2009
Job Director of Business Development at Wellspring
Industry Wholesale
Experience
Wellspring 2012 - Present
Tell Star May 2013 - July 2015
Broken Compass October 2009 - 2013
Union Bank 2007 - 2009
Skills
Yes., Product Development, Customer Service, Sales, Wholesale, Strategic Consulting, Strategy, Marketing Strategy, Public Speaking, Strategic Planning
Education
University of Colorado at Boulder 2004 — 2007
Bachelor's degree, Finance and Econmics
Wellspring 2012 - Present
Tell Star May 2013 - July 2015
Broken Compass October 2009 - 2013
Union Bank 2007 - 2009
Skills
Yes., Product Development, Customer Service, Sales, Wholesale, Strategic Consulting, Strategy, Marketing Strategy, Public Speaking, Strategic Planning
Education
University of Colorado at Boulder 2004 — 2007
Bachelor's degree, Finance and Econmics
Ana Dedeic Ana Dedeic's Union Bank Experience September 2011 - March 2012
Job Business Manager at Atos
Industry Information Technology and Services
Experience
Atos July 2012 - Present
Atos July 2012 - October 2013
Union Bank September 2011 - March 2012
Crosspoint Properties February 2007 - May 2009
Skills
Financial Analysis, SAP, Financial Modeling, Business Analysis, Project Management, Financial Reporting, Data Analysis, Microsoft Excel, Accounting, Corporate Finance, Governance, Forecasting, Financial Management, IT Outsourcing, Contract Management, Performance Management, Hardware Resale, SharePoint, Procurement Contracts, Government Procurement, RFP Generation, Bid Pricing, Bid Writing, Bidding Process, Strategic Planning, Program Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2010
Finance, Accounting, International Relations
Atos July 2012 - Present
Atos July 2012 - October 2013
Union Bank September 2011 - March 2012
Crosspoint Properties February 2007 - May 2009
Skills
Financial Analysis, SAP, Financial Modeling, Business Analysis, Project Management, Financial Reporting, Data Analysis, Microsoft Excel, Accounting, Corporate Finance, Governance, Forecasting, Financial Management, IT Outsourcing, Contract Management, Performance Management, Hardware Resale, SharePoint, Procurement Contracts, Government Procurement, RFP Generation, Bid Pricing, Bid Writing, Bidding Process, Strategic Planning, Program Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2010
Finance, Accounting, International Relations
Hunter Flynn Hunter Flynn's Union Bank Experience March 2007 - June 2008
Job Owner at Minus the Gas Sustainable Lawn Care
Industry Environmental Services
Experience
Minus the Gas Sustainable Lawn Care April 2012 - Present
Patagonia April 2012 - March 2013
University of California, Santa Barbara March 2011 - May 2011
The Transition House of Santa Barbara March 2010 - September 2010
Santa Barbara Family YMCA March 2010 - September 2010
Community Affairs Board, UCSB October 2008 - March 2010
Union Bank March 2007 - June 2008
Skills
Budget Management, Staff Supervision, Meeting Deadlines, Nonprofits, Leadership, Time Management, Customer Service, Sales, Conflict Resolution, Community Outreach, Management, Environmental Education, Volunteer Management, Social Media, Event Planning, Social Networking, Data Entry, Social Media Marketing
Education
University of California, Santa Barbara 2009 — 2010
B.A., Business & Economics
Minus the Gas Sustainable Lawn Care April 2012 - Present
Patagonia April 2012 - March 2013
University of California, Santa Barbara March 2011 - May 2011
The Transition House of Santa Barbara March 2010 - September 2010
Santa Barbara Family YMCA March 2010 - September 2010
Community Affairs Board, UCSB October 2008 - March 2010
Union Bank March 2007 - June 2008
Skills
Budget Management, Staff Supervision, Meeting Deadlines, Nonprofits, Leadership, Time Management, Customer Service, Sales, Conflict Resolution, Community Outreach, Management, Environmental Education, Volunteer Management, Social Media, Event Planning, Social Networking, Data Entry, Social Media Marketing
Education
University of California, Santa Barbara 2009 — 2010
B.A., Business & Economics
John Strauss John Strauss's Union Bank Experience March 1985 - April 1988
Job EVP / Division Loan Team Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo April 2009 - Present
Wells Fargo June 2005 - March 2009
Wells Fargo January 1999 - June 2005
Wells Fargo May 1988 - January 1999
Union Bank March 1985 - April 1988
Security Pacific National Bank August 1981 - March 1985
Skills
Leadership, Real Estate, Working Capital..., Cash Flow, Commercial Lending, Asset Based Lending, Commercial Banking, Loans, Credit, Credit Analysis, Middle Market, Treasury Management, Underwriting, Small Business Lending, Banking, Portfolio Management, Financial Analysis, Factoring, Cash Management, Lines Of Credit, Mergers
Education
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
BBA, Financial Economics
Wells Fargo January 2015 - Present
Wells Fargo April 2009 - Present
Wells Fargo June 2005 - March 2009
Wells Fargo January 1999 - June 2005
Wells Fargo May 1988 - January 1999
Union Bank March 1985 - April 1988
Security Pacific National Bank August 1981 - March 1985
Skills
Leadership, Real Estate, Working Capital..., Cash Flow, Commercial Lending, Asset Based Lending, Commercial Banking, Loans, Credit, Credit Analysis, Middle Market, Treasury Management, Underwriting, Small Business Lending, Banking, Portfolio Management, Financial Analysis, Factoring, Cash Management, Lines Of Credit, Mergers
Education
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
BBA, Financial Economics
Michael Soccio, CFA, FRM Michael Soccio, CFA, FRM's Union Bank Experience May 2008 - September 2011
Job Managing Director Balance Sheet Modeling
Industry Banking
Experience
GE Capital December 2013 - Present
GE Capital September 2011 - January 2014
Union Bank May 2008 - September 2011
DirecTex Holding Corp. February 2007 - April 2008
ING DIRECT 2001 - 2007
Skills
Banking, Portfolio Management, ALM, Derivatives, Fixed Income, Credit Risk, Capital Markets, Treasury Management, Risk Management, Financial Risk, Bloomberg, Valuation, Market Risk, Private Equity, Loans, Enterprise Risk..., Liquidity Management, Financial Modeling, Finance, Credit, Financial Analysis, Credit Analysis
Education
Villanova University 2003 — 2006
Masters in Business Administration, Finance
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelors, Finance
GE Capital December 2013 - Present
GE Capital September 2011 - January 2014
Union Bank May 2008 - September 2011
DirecTex Holding Corp. February 2007 - April 2008
ING DIRECT 2001 - 2007
Skills
Banking, Portfolio Management, ALM, Derivatives, Fixed Income, Credit Risk, Capital Markets, Treasury Management, Risk Management, Financial Risk, Bloomberg, Valuation, Market Risk, Private Equity, Loans, Enterprise Risk..., Liquidity Management, Financial Modeling, Finance, Credit, Financial Analysis, Credit Analysis
Education
Villanova University 2003 — 2006
Masters in Business Administration, Finance
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelors, Finance
Connor Schreiner's Union Bank Experience May 2011 - January 2013
Job Experienced Operations Manager
Industry Management Consulting
Experience
MUFG June 2014 - June 2015
Klik Technologies January 2013 - June 2014
Union Bank May 2011 - January 2013
Skills
Process Improvement, Banking, Risk Management, Business Analysis, Public Speaking, Critical Thinking, Microsoft Office, Retail Banking, Financial Services, Executive Management, Management, Analysis, Leadership, Salesforce.com
Education
University of California, Santa Barbara 2006 — 2010
B.A., Philosophy
MUFG June 2014 - June 2015
Klik Technologies January 2013 - June 2014
Union Bank May 2011 - January 2013
Skills
Process Improvement, Banking, Risk Management, Business Analysis, Public Speaking, Critical Thinking, Microsoft Office, Retail Banking, Financial Services, Executive Management, Management, Analysis, Leadership, Salesforce.com
Education
University of California, Santa Barbara 2006 — 2010
B.A., Philosophy
Matthew Manabat Matthew Manabat's Union Bank Experience October 2014 - Present
Job Vice President at Your Children's Trees
Industry Renewables & Environment
Experience
Your Children's Trees January 2015 - Present
Union Bank October 2014 - Present
Orchard Supply Hardware July 2013 - October 2014
Goleta Valley Beautiful September 2011 - June 2014
Tropicana Student Living August 2011 - June 2013
Skills
Non-profit Development, Nursery Management, Educational Outreach, Tree Planting, Project Management, Leadership, Customer Service, Money Transfers, Strategic Planning, Retail Sales, Research, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Environmental Studies
Mayfair High School 2006 — 2010
High School Diploma
Your Children's Trees January 2015 - Present
Union Bank October 2014 - Present
Orchard Supply Hardware July 2013 - October 2014
Goleta Valley Beautiful September 2011 - June 2014
Tropicana Student Living August 2011 - June 2013
Skills
Non-profit Development, Nursery Management, Educational Outreach, Tree Planting, Project Management, Leadership, Customer Service, Money Transfers, Strategic Planning, Retail Sales, Research, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Environmental Studies
Mayfair High School 2006 — 2010
High School Diploma
Kelly Lyon's Union Bank Experience January 2008 - March 2014
Job Fellowships Analyst at UC Santa Barbara
Industry Banking
Experience
UC Santa Barbara April 2015 - Present
Ameritrust Capital Management March 2014 - April 2015
Union Bank January 2008 - March 2014
Skills
Retail Banking, Banking, Branch Banking
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
UC Santa Barbara April 2015 - Present
Ameritrust Capital Management March 2014 - April 2015
Union Bank January 2008 - March 2014
Skills
Retail Banking, Banking, Branch Banking
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Steve Bookbinder Steve Bookbinder's Union Bank Experience April 2014 - Present
Job VP | Compliance Officer at MUFG Union Bank, N.A.
Industry Banking
Experience
Union Bank April 2014 - Present
Bank of America January 2006 - April 2014
Countrywide Home Loans January 2003 - January 2006
Education
University of California, Santa Barbara
Bachelor's degree
Union Bank April 2014 - Present
Bank of America January 2006 - April 2014
Countrywide Home Loans January 2003 - January 2006
Education
University of California, Santa Barbara
Bachelor's degree
Greg West's Union Bank Experience August 2010 - Present
Job Managing Director at MUFG Americas
Industry Banking
Experience
MUFG Americas July 2014 - Present
Union Bank August 2010 - Present
JPMorgan Chase 2008 - 2009
Washington Mutual September 2007 - 2008
Washington Mutual February 2005 - August 2007
Key Bank 2004 - 2005
US Bank April 2003 - February 2004
Eaton Corporation August 2001 - December 2002
National Bank of Alaska December 1988 - December 1999
Skills
Basel II, Economic Capital, Stress Testing, Credit Portfolio..., Risk Measurement, Risk Monitoring, Fair Value, Bank Management, Loss Forecasting, Price Optimization, Transfer Pricing, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Valuation, Forecasting, Finance, Financial Modeling, Loans, Banking, Management, Mergers & Acquisitions, Financial Services, Analysis, Risk Management
Education
University of Rochester - Simon Business School 2000 — 2001
MBA, Finance, Strategy
University of Colorado Boulder - Leeds School of Business 1985 — 1988
BS, Finance, Economics
MUFG Americas July 2014 - Present
Union Bank August 2010 - Present
JPMorgan Chase 2008 - 2009
Washington Mutual September 2007 - 2008
Washington Mutual February 2005 - August 2007
Key Bank 2004 - 2005
US Bank April 2003 - February 2004
Eaton Corporation August 2001 - December 2002
National Bank of Alaska December 1988 - December 1999
Skills
Basel II, Economic Capital, Stress Testing, Credit Portfolio..., Risk Measurement, Risk Monitoring, Fair Value, Bank Management, Loss Forecasting, Price Optimization, Transfer Pricing, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Valuation, Forecasting, Finance, Financial Modeling, Loans, Banking, Management, Mergers & Acquisitions, Financial Services, Analysis, Risk Management
Education
University of Rochester - Simon Business School 2000 — 2001
MBA, Finance, Strategy
University of Colorado Boulder - Leeds School of Business 1985 — 1988
BS, Finance, Economics
Michelle Crandall's Union Bank Experience May 2011 - March 2014
Job
Industry Banking
Experience
Union Bank May 2011 - March 2014
Union Bank of California August 2000 - April 2011
Bat, Battery & Biceps August 2004 - April 2009
BTI Telecom April 1999 - August 2000
The Wallach Co. April 1996 - April 1999
First Commercial Capital April 1995 - April 1996
Skills
Financial Analysis, Corporate Communications, Investor Relations, Public Relations, Financial Markets, Rating Agency Relations, Shareholder Value, Privatization, Pre-IPO, NYSE, Financial Media..., Executive..., Banking, Executive Management, Strategy, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 1992 — 1996
BSBA
Union Bank May 2011 - March 2014
Union Bank of California August 2000 - April 2011
Bat, Battery & Biceps August 2004 - April 2009
BTI Telecom April 1999 - August 2000
The Wallach Co. April 1996 - April 1999
First Commercial Capital April 1995 - April 1996
Skills
Financial Analysis, Corporate Communications, Investor Relations, Public Relations, Financial Markets, Rating Agency Relations, Shareholder Value, Privatization, Pre-IPO, NYSE, Financial Media..., Executive..., Banking, Executive Management, Strategy, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 1992 — 1996
BSBA
Todd Bruning, CPA's Union Bank Experience 2009 - Present
Job VP Controllers Deptartment at Union Bank of California
Industry Investment Management
Experience
Union Bank of California January 2009 - Present
Union Bank 2009 - Present
Ares Management LLC June 2006 - September 2008
KPMG January 1996 - June 2006
KPMG Structured Finance Group 2001 - 2006
First Interstate Bank August 1991 - January 1996
Education
University of California, Santa Barbara 1986 — 1991
High School 1983 — 1986
Union Bank of California January 2009 - Present
Union Bank 2009 - Present
Ares Management LLC June 2006 - September 2008
KPMG January 1996 - June 2006
KPMG Structured Finance Group 2001 - 2006
First Interstate Bank August 1991 - January 1996
Education
University of California, Santa Barbara 1986 — 1991
High School 1983 — 1986
Gene Kim, CTP's Union Bank Experience June 2012 - April 2013
Job Experienced Treasury Management Sales Professional
Industry Banking
Experience
Bank of America Merrill Lynch, Global Commercial Bank, National For-Profit Healthcare April 2013 - July 2014
Union Bank June 2012 - April 2013
JPMorgan March 2008 - June 2012
Comerica Bank, Commercial Bank-Western Market March 2007 - March 2008
JPMorgan, Treasury & Securities Services, Large Corporate Investment Bank 2004 - 2007
Skills
Certified Treasury..., Sales, New Business Development, Treasury Management, Treasury, Cash Management, Portfolio Management, Finance, Banking, Financial Services, Investments, Strategy, Loans, CRM, Investment Banking, Management, Cash Flow, Change Management, Treasury Services, Accounting, Foreign Exchange, Treasurers, Commercial Banking, Risk Management, Relationship Management
Education
University of Illinois at Chicago
Economics
Bank of America Merrill Lynch, Global Commercial Bank, National For-Profit Healthcare April 2013 - July 2014
Union Bank June 2012 - April 2013
JPMorgan March 2008 - June 2012
Comerica Bank, Commercial Bank-Western Market March 2007 - March 2008
JPMorgan, Treasury & Securities Services, Large Corporate Investment Bank 2004 - 2007
Skills
Certified Treasury..., Sales, New Business Development, Treasury Management, Treasury, Cash Management, Portfolio Management, Finance, Banking, Financial Services, Investments, Strategy, Loans, CRM, Investment Banking, Management, Cash Flow, Change Management, Treasury Services, Accounting, Foreign Exchange, Treasurers, Commercial Banking, Risk Management, Relationship Management
Education
University of Illinois at Chicago
Economics
Wanda Yuen's Union Bank Experience February 2009 - Present
Job VP Director of Business Planning at Union Bank of California
Industry Financial Services
Experience
Union Bank February 2009 - Present
DLC, inc. 2004 - 2009
Yahoo! 2006 - 2007
eCompany Wireless 2000 - 2002
BOINGO Wireless Internet 2000 - 2002
EarthLink 1996 - 2000
Skills
Analytics, Strategic Financial..., Financial Analysis, Essbase, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business
MBA, Finance and MIS
University of Oregon - Charles H. Lundquist College of Business
BS Finance, Finance and Marketing
Union Bank February 2009 - Present
DLC, inc. 2004 - 2009
Yahoo! 2006 - 2007
eCompany Wireless 2000 - 2002
BOINGO Wireless Internet 2000 - 2002
EarthLink 1996 - 2000
Skills
Analytics, Strategic Financial..., Financial Analysis, Essbase, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business
MBA, Finance and MIS
University of Oregon - Charles H. Lundquist College of Business
BS Finance, Finance and Marketing
Leonard Tjahjadi's Union Bank Experience March 2010 - Present
Job Vice President Portfolio Manager at Union Bank
Industry Real Estate
Experience
Union Bank March 2010 - Present
Pacific Premier Bank December 2003 - January 2009
Fremont 1998 - 2003
Education
University of Houston 2000 — 2004
Bachelor, Finance
Union Bank March 2010 - Present
Pacific Premier Bank December 2003 - January 2009
Fremont 1998 - 2003
Education
University of Houston 2000 — 2004
Bachelor, Finance
Kathleen Kavanagh's Union Bank Experience July 1999 - Present
Job Member and Former Chair, Board of Counselors at USC School of Social Work
Industry Banking
Experience
Union Bank July 1999 - Present
USC School of Social Work 2008 - Present
LA Five Rotary 2008 - Present
Women at Work (Job Facilitation Non-Profit) 2002 - Present
Archdiocesan Youth Employment ("AYE") Job Training and Placement 2000 - Present
Sanwa Bank 1996 - 1999
First Interstate Bank of California 1984 - 1996
Education
University of Redlands
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Distinction, Whitehead School
University of California, Santa Cruz
Undergraduate classes, no degree, Anthropology, History of Science, Sociology
Union Bank July 1999 - Present
USC School of Social Work 2008 - Present
LA Five Rotary 2008 - Present
Women at Work (Job Facilitation Non-Profit) 2002 - Present
Archdiocesan Youth Employment ("AYE") Job Training and Placement 2000 - Present
Sanwa Bank 1996 - 1999
First Interstate Bank of California 1984 - 1996
Education
University of Redlands
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Distinction, Whitehead School
University of California, Santa Cruz
Undergraduate classes, no degree, Anthropology, History of Science, Sociology
Marjorie Truppa's Union Bank Experience March 2014 - Present
Job Vice President, Regulatory Reporting Manager
Industry Banking
Experience
Union Bank March 2014 - Present
SEPHORA September 2013 - March 2014
The Clorox Company February 2011 - September 2013
The Clorox Company October 2007 - January 2011
Pay By Touch November 2005 - October 2007
United Commercial Bank December 2003 - November 2005
Sun Life Financial 1999 - 2003
Skills
Financial Analysis, Variance Analysis, Hyperion Enterprise, Forecasting, Finance, Financial Forecasting, Essbase, Financial Reporting, Financial Statements, Cash Flow, Hyperion HFM, Consolidation
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Accountancy
Union Bank March 2014 - Present
SEPHORA September 2013 - March 2014
The Clorox Company February 2011 - September 2013
The Clorox Company October 2007 - January 2011
Pay By Touch November 2005 - October 2007
United Commercial Bank December 2003 - November 2005
Sun Life Financial 1999 - 2003
Skills
Financial Analysis, Variance Analysis, Hyperion Enterprise, Forecasting, Finance, Financial Forecasting, Essbase, Financial Reporting, Financial Statements, Cash Flow, Hyperion HFM, Consolidation
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Accountancy
John Preckel's Union Bank Experience September 1998 - October 1999
Job Product Manager at Epiq Systems, Inc
Industry Computer Software
Experience
Epiq Systems, Inc December 2003 - Present
Outtask October 2000 - December 2003
Redladder October 1999 - September 2000
Union Bank September 1998 - October 1999
DCI Corporation August 1995 - September 1998
Bank of America January 1992 - July 1995
Bank of America August 1990 - January 1992
Skills
Product Management, Agile Methodologies, Project Management, Management, Databases, Training, Quality Assurance, Management Consulting, Analytics, Requirements Gathering, Visual Studio, Budgets, Mergers & Acquisitions, Access, SaaS, Scrum, Enterprise Software
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Economics & Environmental Studies
Epiq Systems, Inc December 2003 - Present
Outtask October 2000 - December 2003
Redladder October 1999 - September 2000
Union Bank September 1998 - October 1999
DCI Corporation August 1995 - September 1998
Bank of America January 1992 - July 1995
Bank of America August 1990 - January 1992
Skills
Product Management, Agile Methodologies, Project Management, Management, Databases, Training, Quality Assurance, Management Consulting, Analytics, Requirements Gathering, Visual Studio, Budgets, Mergers & Acquisitions, Access, SaaS, Scrum, Enterprise Software
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Economics & Environmental Studies
Lorraine Yokota's Union Bank Experience 1996 - 1999
Job Accounting Manager at Exigen Insurance Solutions
Industry Computer Software
Experience
Exigen Insurance Solutions May 2013 - Present
Exigen Group June 2010 - April 2013
Robert Half International January 2010 - June 2010
Ajilon Finance Solutions November 2009 - December 2009
Accountemps August 2009 - November 2009
Bare Escentuals May 2007 - July 2009
Shield International / POP Solutions March 2003 - May 2007
Sephora 2003 - 2007
Mercury Interactive November 2000 - March 2002
Union Bank 1996 - 1999
Skills
Microsoft Excel, Oracle E-Business Suite, Great Plains Software, QuickBooks, Salesforce.com, Financial Reporting, Account Reconciliation, Bank Reconciliation, General Ledger, Benefits Administration, commissions, Accounts Payable, External Audit, Office Management, Retail, Software, Start-ups, Cash Management, Balance Sheet, Cross-functional Team..., Payroll, Accruals, Analysis, Financial Analysis, Finance, Accounts Receivable, Auditing, Financial Statements, Budgets, Sarbanes-Oxley Act, Fixed Assets, Financial Modeling, Revenue Recognition, Variance Analysis, Invoicing, Consolidation, Management, Forecasting
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2012
MBA Graduate, Business Administration and Management, General
University of California, Santa Cruz 1992 — 1996
B.A., Business Economics
Exigen Insurance Solutions May 2013 - Present
Exigen Group June 2010 - April 2013
Robert Half International January 2010 - June 2010
Ajilon Finance Solutions November 2009 - December 2009
Accountemps August 2009 - November 2009
Bare Escentuals May 2007 - July 2009
Shield International / POP Solutions March 2003 - May 2007
Sephora 2003 - 2007
Mercury Interactive November 2000 - March 2002
Union Bank 1996 - 1999
Skills
Microsoft Excel, Oracle E-Business Suite, Great Plains Software, QuickBooks, Salesforce.com, Financial Reporting, Account Reconciliation, Bank Reconciliation, General Ledger, Benefits Administration, commissions, Accounts Payable, External Audit, Office Management, Retail, Software, Start-ups, Cash Management, Balance Sheet, Cross-functional Team..., Payroll, Accruals, Analysis, Financial Analysis, Finance, Accounts Receivable, Auditing, Financial Statements, Budgets, Sarbanes-Oxley Act, Fixed Assets, Financial Modeling, Revenue Recognition, Variance Analysis, Invoicing, Consolidation, Management, Forecasting
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2012
MBA Graduate, Business Administration and Management, General
University of California, Santa Cruz 1992 — 1996
B.A., Business Economics
Joy Bagnall's Union Bank Experience SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Job SVP Bank Operations & Services Division @ Union Bank
Industry Banking
Experience
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Elena Klintsova's Union Bank Experience February 2012 - Present
Job Enterprise Risk, AVP at Union Bank
Industry Financial Services
Experience
Union Bank February 2012 - Present
Union Bank July 2008 - February 2012
Discover Financial Services July 2006 - May 2007
Preiss & Associates, LLC February 2006 - May 2006
University of Illinois at Chicago August 2005 - May 2006
University of Illinois at Chicago August 2004 - May 2005
Expert Consulting Agency, Bishkek, Kyrgyzstan September 2002 - July 2004
World Bank – European Union Natural Disaster Mitigation Project, Bishkek, Kyrgyz Republic November 2003 - February 2004
Slavic University, Bishkek, Kyrgyz Republic September 2002 - June 2003
Eugene-Springfield Area Chamber of Commerce, Eugene, OR March 2002 - June 2002
Skills
Data Mining, Basel II, Analytics, SAS, Forecasting, SQL, Credit, Predictive Modeling, Financial Modeling, Economics, Statistical Modeling, Econometrics, Enterprise Risk..., Analysis
Education
University of Illinois at Chicago 2004 — 2006
MA, Economics
Kyrgyz-Russian Slavic University 1998 — 2004
BA, International Economics
University of Oregon 2001 — 2002
Student Exchange, Economics
Union Bank February 2012 - Present
Union Bank July 2008 - February 2012
Discover Financial Services July 2006 - May 2007
Preiss & Associates, LLC February 2006 - May 2006
University of Illinois at Chicago August 2005 - May 2006
University of Illinois at Chicago August 2004 - May 2005
Expert Consulting Agency, Bishkek, Kyrgyzstan September 2002 - July 2004
World Bank – European Union Natural Disaster Mitigation Project, Bishkek, Kyrgyz Republic November 2003 - February 2004
Slavic University, Bishkek, Kyrgyz Republic September 2002 - June 2003
Eugene-Springfield Area Chamber of Commerce, Eugene, OR March 2002 - June 2002
Skills
Data Mining, Basel II, Analytics, SAS, Forecasting, SQL, Credit, Predictive Modeling, Financial Modeling, Economics, Statistical Modeling, Econometrics, Enterprise Risk..., Analysis
Education
University of Illinois at Chicago 2004 — 2006
MA, Economics
Kyrgyz-Russian Slavic University 1998 — 2004
BA, International Economics
University of Oregon 2001 — 2002
Student Exchange, Economics
Ted Dawson's Union Bank Experience 2005 - Present
Job VP, Business Relationship Manager, Union Bank
Industry Banking
Experience
Union Bank 2005 - Present
Education
University of Colorado Boulder
Union Bank 2005 - Present
Education
University of Colorado Boulder
Nathan Duda's Union Bank Experience December 2012 - June 2013
Job Chief Accounting Officer at Mechanics Bank
Industry Financial Services
Experience
Mechanics Bank July 2015 - Present
Banc of California, Inc. March 2014 - July 2015
Banc of California, Inc. June 2013 - March 2014
Union Bank December 2012 - June 2013
Santa Barbara Bank & Trust August 2011 - November 2012
OneWest Bank January 2010 - August 2011
OneWest Bank November 2009 - January 2010
Affinity Bank April 2008 - November 2009
KPMG Audit October 2002 - April 2008
Skills
Financial Analysis, Financial Reporting, Due Diligence, Banking, SEC filings, Accounting, Financial Modeling, Sarbanes-Oxley Act, Valuation, Risk Management, Corporate Finance, Internal Controls, Auditing, Cash Management, Credit, Credit Analysis, Finance, Executive Management, Financial Risk, Internal Audit, Leadership, Management, Mergers, Loans, Private Equity, Strategic Financial..., Treasury Management
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts (B.A.), Business Economics
Mechanics Bank July 2015 - Present
Banc of California, Inc. March 2014 - July 2015
Banc of California, Inc. June 2013 - March 2014
Union Bank December 2012 - June 2013
Santa Barbara Bank & Trust August 2011 - November 2012
OneWest Bank January 2010 - August 2011
OneWest Bank November 2009 - January 2010
Affinity Bank April 2008 - November 2009
KPMG Audit October 2002 - April 2008
Skills
Financial Analysis, Financial Reporting, Due Diligence, Banking, SEC filings, Accounting, Financial Modeling, Sarbanes-Oxley Act, Valuation, Risk Management, Corporate Finance, Internal Controls, Auditing, Cash Management, Credit, Credit Analysis, Finance, Executive Management, Financial Risk, Internal Audit, Leadership, Management, Mergers, Loans, Private Equity, Strategic Financial..., Treasury Management
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts (B.A.), Business Economics
Randy Glantz's Union Bank Experience April 2013 - Present
Job VP Portfolio Risk Analytics Manager at Union Bank
Industry Banking
Experience
Union Bank April 2013 - Present
Santa Barbara Bank & Trust November 2010 - April 2013
IPS-Sendero (a division of FiServ February 2003 - November 2010
Impac Mortage Holdings February 2002 - March 2003
Bluebonnet Savings Bank February 1999 - February 2002
Home Savings of America May 1997 - October 1998
ValliCorp Holdings, Inc December 1995 - May 1997
Skills
ALM, Banking, Interest Rate Risk..., Analytics, Business Analysis, Financial Analysis, Portfolio Management, Financial Institutions, Funds Transfer Pricing, QRM, Bancware, Loan Analysis, Investment Analysis, Economics, Economic Capital, Sendero, FTP, Bank Mergers, Loan Prepayment Studies, NonMaturity Deposit..., Bank Consulting, Advanced Excel, Bank Asset-Liability..., Bank Strategic Planning, Microsoft Excel, Valuation, Loans, Corporate Finance, Mergers, Cash Management, Executive Management, Finance, Risk Management
Education
University of California, Santa Barbara 1982 — 1985
MA, Economics
University of California, Santa Barbara 1978 — 1981
BA, Economics & Mathematics
Union Bank April 2013 - Present
Santa Barbara Bank & Trust November 2010 - April 2013
IPS-Sendero (a division of FiServ February 2003 - November 2010
Impac Mortage Holdings February 2002 - March 2003
Bluebonnet Savings Bank February 1999 - February 2002
Home Savings of America May 1997 - October 1998
ValliCorp Holdings, Inc December 1995 - May 1997
Skills
ALM, Banking, Interest Rate Risk..., Analytics, Business Analysis, Financial Analysis, Portfolio Management, Financial Institutions, Funds Transfer Pricing, QRM, Bancware, Loan Analysis, Investment Analysis, Economics, Economic Capital, Sendero, FTP, Bank Mergers, Loan Prepayment Studies, NonMaturity Deposit..., Bank Consulting, Advanced Excel, Bank Asset-Liability..., Bank Strategic Planning, Microsoft Excel, Valuation, Loans, Corporate Finance, Mergers, Cash Management, Executive Management, Finance, Risk Management
Education
University of California, Santa Barbara 1982 — 1985
MA, Economics
University of California, Santa Barbara 1978 — 1981
BA, Economics & Mathematics
Rob Haas's Union Bank Experience February 2012 - April 2014
Job Managing Director Head of Servicing and Default at MUFG Union Bank N.A.
Industry Financial Services
Experience
MUFG Union Bank NA April 2014 - Present
Union Bank February 2012 - April 2014
JPMorgan Chase 2003 - March 2012
Washington Mutual Bank 2003 - September 2008
El Paso Corporation March 1989 - August 2003
Education
University of Central Oklahoma 1984 — 1986
Bachelor of Science (BS), Accounting
Washburn University 1982 — 1984
Accounting
MUFG Union Bank NA April 2014 - Present
Union Bank February 2012 - April 2014
JPMorgan Chase 2003 - March 2012
Washington Mutual Bank 2003 - September 2008
El Paso Corporation March 1989 - August 2003
Education
University of Central Oklahoma 1984 — 1986
Bachelor of Science (BS), Accounting
Washburn University 1982 — 1984
Accounting
Pamela Glass's Union Bank Experience February 1995 - January 1999
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
Zions Management Services Company January 2008 - Present
Union Bank February 1995 - January 1999
J.P. Morgan October 1989 - September 1994
Education
University of Delaware 1980 — 1984
Zions Management Services Company January 2008 - Present
Union Bank February 1995 - January 1999
J.P. Morgan October 1989 - September 1994
Education
University of Delaware 1980 — 1984
Chialo Stiefvater's Union Bank Experience December 2009 - June 2013
Job Project Coordinator at Object Health LLC
Industry Hospital & Health Care
Experience
Object Health LLC June 2013 - Present
Union Bank December 2009 - June 2013
AMR Appraisals August 2007 - June 2008
SkyTel Corporation 1997 - 2000
Bay Alarm Company 1995 - 1997
Robert Anthony Advertising 1993 - 1995
Education
University of California, Santa Barbara 1989 — 1993
Bachelor of Arts, Political Science
Object Health LLC June 2013 - Present
Union Bank December 2009 - June 2013
AMR Appraisals August 2007 - June 2008
SkyTel Corporation 1997 - 2000
Bay Alarm Company 1995 - 1997
Robert Anthony Advertising 1993 - 1995
Education
University of California, Santa Barbara 1989 — 1993
Bachelor of Arts, Political Science
Sunni Nickels's Union Bank Experience August 2009 - Present
Job Vice President
Industry Banking
Experience
Union Bank August 2009 - Present
Countrywide Bank - Premier Business Banking May 2007 - March 2009
Wells Fargo Bank - California Business Banking June 2001 - May 2007
Education
University of California, Santa Barbara
Bachelor's degree, Sociology
Union Bank August 2009 - Present
Countrywide Bank - Premier Business Banking May 2007 - March 2009
Wells Fargo Bank - California Business Banking June 2001 - May 2007
Education
University of California, Santa Barbara
Bachelor's degree, Sociology
David Kohn's Union Bank Experience June 1993 - July 1996
Job Executive Vice President at California United Bank
Industry Banking
Experience
California United Bank March 2006 - Present
Mellon 1st Business Bank August 1996 - February 2006
Union Bank June 1993 - July 1996
First Interstate Bank August 1989 - May 1993
Skills
New Business Development, Credit Analysis, Account Management, Construction, Trucking, Loans, Mergers, Banking
Education
University of California, Santa Barbara 1984 — 1989
Bachelors, Business Economics
El Camino Real High School 1981 — 1984
California United Bank March 2006 - Present
Mellon 1st Business Bank August 1996 - February 2006
Union Bank June 1993 - July 1996
First Interstate Bank August 1989 - May 1993
Skills
New Business Development, Credit Analysis, Account Management, Construction, Trucking, Loans, Mergers, Banking
Education
University of California, Santa Barbara 1984 — 1989
Bachelors, Business Economics
El Camino Real High School 1981 — 1984
Anabel (Gutierrez) Santamaria's Union Bank Experience October 2011 - Present
Job Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank October 2011 - Present
Jules and Associates, Inc. March 2010 - September 2011
Operation HOPE September 2009 - March 2010
Union Bank May 2008 - September 2009
Junior Achievement of Southern California August 2006 - May 2008
Skills
Fundraising, Relationship Management, Non-profits, Strategic Planning, Event Planning, Program Management, Banking, Community Outreach, Public Relations, Marketing, Project Management, Training, Team Building, Leadership, Management, Nonprofits
Education
University of California, Santa Barbara 2000 — 2006
Master of Arts (M.A.)
Union Bank October 2011 - Present
Jules and Associates, Inc. March 2010 - September 2011
Operation HOPE September 2009 - March 2010
Union Bank May 2008 - September 2009
Junior Achievement of Southern California August 2006 - May 2008
Skills
Fundraising, Relationship Management, Non-profits, Strategic Planning, Event Planning, Program Management, Banking, Community Outreach, Public Relations, Marketing, Project Management, Training, Team Building, Leadership, Management, Nonprofits
Education
University of California, Santa Barbara 2000 — 2006
Master of Arts (M.A.)
Joseph Tourouk's Union Bank Experience April 2010 - April 2012
Job Senior Vice President at Hilco Valuation Services
Industry Banking
Experience
Hilco Global April 2012 - Present
Union Bank April 2010 - April 2012
Manufacturers Bank September 2004 - April 2010
Skills
Asset Based Lending
Education
University of California, Santa Barbara
Hilco Global April 2012 - Present
Union Bank April 2010 - April 2012
Manufacturers Bank September 2004 - April 2010
Skills
Asset Based Lending
Education
University of California, Santa Barbara
Patrick Fogerty's Union Bank Experience March 2006 - Present
Job Senior Vice President at Union Bank of California
Industry Banking
Experience
Union Bank March 2006 - Present
World Savings Bank 1986 - 2006
Skills
CAMS
Education
University of Colorado Boulder
Bachelor of Science, Advertising - School of Journalism
Union Bank March 2006 - Present
World Savings Bank 1986 - 2006
Skills
CAMS
Education
University of Colorado Boulder
Bachelor of Science, Advertising - School of Journalism
Esha Parmar's Union Bank Experience February 2012 - September 2013
Job Cloud OS Infrastructure, Microsoft
Industry Computer Software
Experience
Union Bank February 2012 - September 2013
Esri January 2009 - February 2012
Lehman Brothers May 2008 - July 2008
Housing Department, University of Florida January 2008 - May 2008
Sapient June 2006 - July 2007
HCL Technologies June 2005 - July 2005
Indian Institute of Technology, Delhi June 2004 - July 2004
Skills
Java Enterprise Edition, Web Services, Spring, Hibernate, Struts, Java, XML, JavaScript, SQL, JSP, Oracle, REST, SOAP, Algorithms, Algorithm Design, Data Structures, Software Design, Enterprise Architecture, Enterprise Software, Object Oriented Design, Android Development, Mobile Security, Microsoft SQL Server, Eclipse, AJAX, Distributed Systems, iTKO LISA, Technical Solution..., Software Development, Agile Methodolgy, Mobile Applications, Web Application Security, JSON, Agile Methodologies, Websphere, Android
Education
UCSD Extension 2012 — 2012
iPhone Development Certification, Computer Science
University of Florida 2007 — 2008
Masters, Computer Science
Union Bank February 2012 - September 2013
Esri January 2009 - February 2012
Lehman Brothers May 2008 - July 2008
Housing Department, University of Florida January 2008 - May 2008
Sapient June 2006 - July 2007
HCL Technologies June 2005 - July 2005
Indian Institute of Technology, Delhi June 2004 - July 2004
Skills
Java Enterprise Edition, Web Services, Spring, Hibernate, Struts, Java, XML, JavaScript, SQL, JSP, Oracle, REST, SOAP, Algorithms, Algorithm Design, Data Structures, Software Design, Enterprise Architecture, Enterprise Software, Object Oriented Design, Android Development, Mobile Security, Microsoft SQL Server, Eclipse, AJAX, Distributed Systems, iTKO LISA, Technical Solution..., Software Development, Agile Methodolgy, Mobile Applications, Web Application Security, JSON, Agile Methodologies, Websphere, Android
Education
UCSD Extension 2012 — 2012
iPhone Development Certification, Computer Science
University of Florida 2007 — 2008
Masters, Computer Science
Tom Rausch's Union Bank Experience March 2007 - March 2012
Job SVP/Chief Financial Officer at Gardner Bank
Industry Banking
Experience
Gardner Bank March 2012 - Present
Union Bank March 2007 - March 2012
Western National Bank March 2006 - March 2007
Gold Banc August 2004 - March 2006
Kennedy and Coe, LLC January 1999 - August 2004
Skills
Auditing, Budgets, Internal Controls, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Banking, Credit, Commercial Banking, CPA, Analysis, Accounting, Loans, Account Reconciliation, Finance, Microsoft Excel, Customer Service, Risk Management, Commercial Lending, Financial Institutions, Consumer Lending, Process Improvement, Credit Analysis
Education
University of Kansas - Graduate School of Business 1993 — 1998
Master of Accounting and Information Systems, Accounting
Gardner Bank March 2012 - Present
Union Bank March 2007 - March 2012
Western National Bank March 2006 - March 2007
Gold Banc August 2004 - March 2006
Kennedy and Coe, LLC January 1999 - August 2004
Skills
Auditing, Budgets, Internal Controls, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Banking, Credit, Commercial Banking, CPA, Analysis, Accounting, Loans, Account Reconciliation, Finance, Microsoft Excel, Customer Service, Risk Management, Commercial Lending, Financial Institutions, Consumer Lending, Process Improvement, Credit Analysis
Education
University of Kansas - Graduate School of Business 1993 — 1998
Master of Accounting and Information Systems, Accounting
Andrew Shimizu's Union Bank Experience January 2008 - Present
Job Assistant Vice President at Union Bank
Industry Environmental Services
Experience
Union Bank January 2008 - Present
LFR Inc. November 2003 - December 2007
Education
University of California, Santa Barbara 1985 — 1990
Environmental Studies/Law & Society
Union Bank January 2008 - Present
LFR Inc. November 2003 - December 2007
Education
University of California, Santa Barbara 1985 — 1990
Environmental Studies/Law & Society
Monica Vidger-Trent, CTFA PFP CFP's Union Bank Experience December 2012 - Present
Job Vice President The Private Bank at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Namaste Pugs 2009 - 2013
Santa Barbara Bank & Trust July 1997 - November 2012
Fell Marking Abkin & Montgomery June 1980 - June 1995
Skills
Wealth Management, Banking, High Net Worth..., Private Banking, Investments, Strategic Financial..., Investment Management, Mutual Funds, Investment Advisory, Asset Managment, Retirement Planning, Financial Analysis
Education
University of California, Santa Barbara 1999 — 2001
Personal Financial Planner Certification, Financial Planning
Cannon Financial Institute 1998 — 2001
Trust School, Personal Trust
University of California, Santa Barbara 1973 — 1978
BA, Political Science and Russian Area Studies
Union Bank December 2012 - Present
Namaste Pugs 2009 - 2013
Santa Barbara Bank & Trust July 1997 - November 2012
Fell Marking Abkin & Montgomery June 1980 - June 1995
Skills
Wealth Management, Banking, High Net Worth..., Private Banking, Investments, Strategic Financial..., Investment Management, Mutual Funds, Investment Advisory, Asset Managment, Retirement Planning, Financial Analysis
Education
University of California, Santa Barbara 1999 — 2001
Personal Financial Planner Certification, Financial Planning
Cannon Financial Institute 1998 — 2001
Trust School, Personal Trust
University of California, Santa Barbara 1973 — 1978
BA, Political Science and Russian Area Studies
Fabio Baum CFA's Union Bank Experience March 2009 - May 2014
Job Commercial Real Estate Investment Professional
Industry Real Estate
Experience
Opus Bank August 2014 - 2015
Union Bank March 2009 - May 2014
KeyBank Real Estate Capital 2006 - 2008
Capri Capital Charter Mac 2001 - 2005
Tri-Land Properties 1999 - 2001
BAB Realty 1997 - 2001
Dai-Ichi Kangyo Bank 1989 - 1997
Skills
Loans, Portfolio Management, Commercial Real Estate, Capital Markets, Investments, Real Estate, Asset Management, Banking, Commercial Mortgages, Private Equity, Mezzanine, Mergers & Acquisitions, Finance, Asset Managment, Mortgage Lending, Disposition, Mergers, Real Estate Financing, Financial Risk, Equities, CMBS, Acquisitions, Due Diligence, Credit, CRM, Real Estate Economics, Dispositions
Education
University of Wisconsin-Madison - School of Business 1985 — 1987
Masters of Science, Real Estate Appraisal and Investment Analysis
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Real Estate
CFA Institute
Opus Bank August 2014 - 2015
Union Bank March 2009 - May 2014
KeyBank Real Estate Capital 2006 - 2008
Capri Capital Charter Mac 2001 - 2005
Tri-Land Properties 1999 - 2001
BAB Realty 1997 - 2001
Dai-Ichi Kangyo Bank 1989 - 1997
Skills
Loans, Portfolio Management, Commercial Real Estate, Capital Markets, Investments, Real Estate, Asset Management, Banking, Commercial Mortgages, Private Equity, Mezzanine, Mergers & Acquisitions, Finance, Asset Managment, Mortgage Lending, Disposition, Mergers, Real Estate Financing, Financial Risk, Equities, CMBS, Acquisitions, Due Diligence, Credit, CRM, Real Estate Economics, Dispositions
Education
University of Wisconsin-Madison - School of Business 1985 — 1987
Masters of Science, Real Estate Appraisal and Investment Analysis
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Real Estate
CFA Institute
Lori Shao, CTP's Union Bank Experience July 2008 - September 2010
Job Global Treasury and Payment Advisor
Industry Banking
Experience
SVB Financial Group January 2012 - Present
East West Bank September 2010 - December 2011
Union Bank July 2008 - September 2010
Wells Fargo September 2003 - September 2007
Skills
Treasury Management, Cash Management, Portfolio Management, Banking, Fluent in Mandarin, Risk Management, Payments, Relationship Management, Treasury Services, Commercial Banking, Business Development
Education
University of Florida - Warrington College Of Business
Business Management, Education
SVB Financial Group January 2012 - Present
East West Bank September 2010 - December 2011
Union Bank July 2008 - September 2010
Wells Fargo September 2003 - September 2007
Skills
Treasury Management, Cash Management, Portfolio Management, Banking, Fluent in Mandarin, Risk Management, Payments, Relationship Management, Treasury Services, Commercial Banking, Business Development
Education
University of Florida - Warrington College Of Business
Business Management, Education
Allison B. Kirkpatrick (formerly Beringsmith)'s Union Bank Experience July 2011 - October 2014
Job Vice President, Financial Analysis Manager at MUFG Americas
Industry Banking
Experience
MUFG Americas November 2014 - Present
Union Bank July 2011 - October 2014
Protiviti Business Consulting June 2005 - July 2011
Protiviti Business Consulting September 2008 - June 2010
Protiviti Business Consulting May 2007 - August 2007
Protiviti Business Consulting May 2006 - August 2006
Skills
Enterprise Risk..., Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Audit, SAS70, Internal Controls, SEC filings, Risk Assessment, Risk Management, Business Process..., Financial Modeling, Financial Risk, Auditing, Financial Analysis, CISA, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters of Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accounting
MUFG Americas November 2014 - Present
Union Bank July 2011 - October 2014
Protiviti Business Consulting June 2005 - July 2011
Protiviti Business Consulting September 2008 - June 2010
Protiviti Business Consulting May 2007 - August 2007
Protiviti Business Consulting May 2006 - August 2006
Skills
Enterprise Risk..., Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Audit, SAS70, Internal Controls, SEC filings, Risk Assessment, Risk Management, Business Process..., Financial Modeling, Financial Risk, Auditing, Financial Analysis, CISA, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters of Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accounting
Rolland Jurgens's Union Bank Experience June 2012 - June 2014
Job Controller & Chief Accounting Officer at MUFG Americas
Industry Accounting
Experience
MUFG Americas July 2014 - Present
Union Bank June 2012 - June 2014
Union Bank January 2010 - June 2012
JPMORGAN CHASE (formerly Washington Mutual) 2008 - 2009
JPMORGAN CHASE (formerly Washington Mutual) 2005 - 2008
JPMORGAN CHASE (formerly Washington Mutual) 2003 - 2005
JPMORGAN CHASE (formerly Washington Mutual) 2002 - 2003
ARTHUR ANDERSEN LLP 1995 - 2002
Skills
Banking, Financial Reporting, Risk Management, Valuation, Finance, Accounting, Sarbanes-Oxley Act, Auditing, Capital Markets, SEC filings
Education
University of Idaho 1991 — 1995
Bachelor of Science, Business
MUFG Americas July 2014 - Present
Union Bank June 2012 - June 2014
Union Bank January 2010 - June 2012
JPMORGAN CHASE (formerly Washington Mutual) 2008 - 2009
JPMORGAN CHASE (formerly Washington Mutual) 2005 - 2008
JPMORGAN CHASE (formerly Washington Mutual) 2003 - 2005
JPMORGAN CHASE (formerly Washington Mutual) 2002 - 2003
ARTHUR ANDERSEN LLP 1995 - 2002
Skills
Banking, Financial Reporting, Risk Management, Valuation, Finance, Accounting, Sarbanes-Oxley Act, Auditing, Capital Markets, SEC filings
Education
University of Idaho 1991 — 1995
Bachelor of Science, Business
Jeff Huie's Union Bank Experience November 2012 - Present
Job VP Financial Analysis at MUFG Union Bank, N.A.
Industry Banking
Experience
Union Bank November 2012 - Present
PricewaterhouseCoopers June 2006 - November 2012
Scottrade June 2004 - June 2006
Skills
Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, S Corporations, Trusted Business Advisor, Corporate Tax Planning, Personal Tax Planning, CPA, Tax, Financial Analysis, Due Diligence, Accounting, Internal Controls
Education
University of California, Santa Barbara 2002 — 2006
Business Economics, Economics, Accounting
Union Bank November 2012 - Present
PricewaterhouseCoopers June 2006 - November 2012
Scottrade June 2004 - June 2006
Skills
Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, S Corporations, Trusted Business Advisor, Corporate Tax Planning, Personal Tax Planning, CPA, Tax, Financial Analysis, Due Diligence, Accounting, Internal Controls
Education
University of California, Santa Barbara 2002 — 2006
Business Economics, Economics, Accounting
Hitomi Suwa's Union Bank Experience May 2011 - Present
Job Sr. Compliance Auditor, Bank of the West, VP
Industry Banking
Experience
Bank of the West July 2015 - Present
Union Bank May 2011 - Present
Bank of the West October 2007 - May 2011
Bank of America 2004 - 2007
Skills
Anti Money Laundering, Customer Service, AML, Bank Secrecy Act, Banking, Credit, Data Analysis, Finance, Financial Risk, Fraud, KYC, Payments, Risk Management, Surveillance, USA PATRIOT Act
Education
University of California, Santa Barbara 2000 — 2003
BA, Business Economics with Emphasis in Accounting
Bank of the West July 2015 - Present
Union Bank May 2011 - Present
Bank of the West October 2007 - May 2011
Bank of America 2004 - 2007
Skills
Anti Money Laundering, Customer Service, AML, Bank Secrecy Act, Banking, Credit, Data Analysis, Finance, Financial Risk, Fraud, KYC, Payments, Risk Management, Surveillance, USA PATRIOT Act
Education
University of California, Santa Barbara 2000 — 2003
BA, Business Economics with Emphasis in Accounting
Lucy Pham's Union Bank Experience June 2010 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
Bank of America August 2009 - June 2010
Countrywide Financial Corporation April 2008 - February 2009
Countrywide Bank August 2006 - April 2008
Skills
Banking, Portfolio Management, Business Analysis, Investments, Finance, Analysis, Financial Services, Credit, Sales, Loans, Retail Banking, Consumer Lending, Small Business Lending, Insurance
Education
University of California, Santa Cruz 2014 — 2016
Business Management Economic
EVERGREEN VALLEY COLLEGE
Business Development, Business Administration
Union Bank June 2010 - Present
Bank of America August 2009 - June 2010
Countrywide Financial Corporation April 2008 - February 2009
Countrywide Bank August 2006 - April 2008
Skills
Banking, Portfolio Management, Business Analysis, Investments, Finance, Analysis, Financial Services, Credit, Sales, Loans, Retail Banking, Consumer Lending, Small Business Lending, Insurance
Education
University of California, Santa Cruz 2014 — 2016
Business Management Economic
EVERGREEN VALLEY COLLEGE
Business Development, Business Administration
Stuart Thorsen's Union Bank Experience February 2005 - Present
Job Contractor at Union Bank
Industry Financial Services
Experience
Union Bank February 2005 - Present
Wachovia Securities, LLC 2003 - 2005
Education
University of Connecticut 1978 — 1982
Bachelor of Arts, Economics
Union Bank February 2005 - Present
Wachovia Securities, LLC 2003 - 2005
Education
University of Connecticut 1978 — 1982
Bachelor of Arts, Economics
Leo Hamill's Union Bank Experience December 2012 - May 2014
Job SVP, CFA, Regional Manager at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
Mark Longiaru, CPA's Union Bank Experience October 2013 - November 2013
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2014 - Present
PwC December 2013 - June 2014
Union Bank October 2013 - November 2013
Northgate Capital July 2013 - September 2013
McGladrey November 2011 - June 2013
Senate Committee on Banking, Housing, and Urban Affairs September 2010 - December 2010
California's 23rd Congressional District Office, Santa Barbara January 2010 - June 2010
Skills
External Audit, Accounting, Financial Accounting, Microsoft Office, CPA, GAAP, US GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Microsoft Excel, SEC filings, Assurance, Cash Management
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with Accounting and Political Science
La Costa Canyon High School 2002 — 2006
PwC July 2015 - Present
PwC July 2014 - Present
PwC December 2013 - June 2014
Union Bank October 2013 - November 2013
Northgate Capital July 2013 - September 2013
McGladrey November 2011 - June 2013
Senate Committee on Banking, Housing, and Urban Affairs September 2010 - December 2010
California's 23rd Congressional District Office, Santa Barbara January 2010 - June 2010
Skills
External Audit, Accounting, Financial Accounting, Microsoft Office, CPA, GAAP, US GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Microsoft Excel, SEC filings, Assurance, Cash Management
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with Accounting and Political Science
La Costa Canyon High School 2002 — 2006
Frank Foley's Union Bank Experience October 2001 - Present
Job SVP & General Auditor at Union Bank
Industry Banking
Experience
Union Bank October 2001 - Present
Bank of America March 1978 - January 2001
Education
University of Illinois at Urbana-Champaign 1964 — 1969
M.S., Finance - Monetary Economics
Union Bank October 2001 - Present
Bank of America March 1978 - January 2001
Education
University of Illinois at Urbana-Champaign 1964 — 1969
M.S., Finance - Monetary Economics
Serge Dumont's Union Bank Experience January 1984 - January 1993
Job Referral Consultant
Industry Banking
Experience
Self Employed January 2013 - Present
RPM Mortgage Inc July 1996 - February 2011
RPM MORTGAGE, INC January 1996 - February 2011
BNP, Westamerica, Union Bank June 1984 - July 1996
BANQUE NATIONALE DE PARIS January 1994 - January 1995
Westamerica Bank January 1993 - January 1994
Union Bank January 1984 - January 1993
Skills
Loans, Underwriting, Financial Analysis, Banking, CRM, Portfolio Management, Marketing, Business Development, Mortgage Lending, Commercial Banking, Real Estate, Investments, Management, Funding, Customer Service
Education
Golden Gate University, San Francisco 1977 — 1979
MBA---Banking
University of Delaware 1965 — 1969
BS, Business Administration
Self Employed January 2013 - Present
RPM Mortgage Inc July 1996 - February 2011
RPM MORTGAGE, INC January 1996 - February 2011
BNP, Westamerica, Union Bank June 1984 - July 1996
BANQUE NATIONALE DE PARIS January 1994 - January 1995
Westamerica Bank January 1993 - January 1994
Union Bank January 1984 - January 1993
Skills
Loans, Underwriting, Financial Analysis, Banking, CRM, Portfolio Management, Marketing, Business Development, Mortgage Lending, Commercial Banking, Real Estate, Investments, Management, Funding, Customer Service
Education
Golden Gate University, San Francisco 1977 — 1979
MBA---Banking
University of Delaware 1965 — 1969
BS, Business Administration
Monique Matt's Union Bank Experience October 2012 - Present
Job Training Manager, Vice President, Homeowners Association Division of Union Bank
Industry Banking
Experience
Union Bank October 2012 - Present
Smartstreet, a division of PNC Bank March 2012 - October 2012
Smartstreet, a division of RBC Bank January 2005 - August 2012
Bank of America June 2003 - December 2004
Skills
Banking, Strategic Planning, Business Process..., Process Improvement, Strategy, Financial Analysis, Change Management, Management, Operations Management, Leadership
Education
University of Florida 1983 — 1987
BS, Marketing, Advertising Psychology
Union Bank October 2012 - Present
Smartstreet, a division of PNC Bank March 2012 - October 2012
Smartstreet, a division of RBC Bank January 2005 - August 2012
Bank of America June 2003 - December 2004
Skills
Banking, Strategic Planning, Business Process..., Process Improvement, Strategy, Financial Analysis, Change Management, Management, Operations Management, Leadership
Education
University of Florida 1983 — 1987
BS, Marketing, Advertising Psychology
Alexander Ehrhart's Union Bank Experience March 2012 - February 2013
Job Healthcare Administrator/Director, Senior Continuous Improvement Leader and Strategic Business Development Advisor
Industry Hospital & Health Care
Experience
Mindfulness Box, LLC - MindfulnessBox.com March 2015 - Present
Cedars-Sinai February 2015 - Present
Ehrhart Consulting Group, LLC March 2010 - Present
Torrance Memorial Medical Center July 2013 - January 2015
Torrance Memorial Medical Center February 2013 - January 2015
Union Bank March 2012 - February 2013
WellPoint July 2010 - March 2012
University of Colorado Health May 2008 - July 2010
Centura Health 2005 - 2008
GE Healthcare 2002 - 2005
Skills
Lean Healthcare, Healthcare, Healthcare IT, Six Sigma, Lean Sigma, Business Change..., Cultural Transformation, Business Process..., Value Stream Mapping, Business Transformation, Master Change Agent, Black Belt - DMAIC Six..., LEAN Sinsei, Cross-functional Team..., Performance Improvement, Healthcare Information..., Visio, Operations Management, Process Improvement, Leadership, Training, Project Management, Project Portfolio..., Organizational..., Software Documentation, Team Leadership, Project Planning, Kaizen, Operational Excellence, Strategy, Team Building, Business Analysis, Management Consulting, Clinical Research, Quality Assurance, Strategic Planning, Management, Healthcare Consulting, Vendor Management, HIPAA, EHR, Leadership Development, Data Analysis, Business Process, CPOE, Consulting, Performance Management, Business Process Mapping, Coaching, Hospitals
Education
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Mindfulness Box, LLC - MindfulnessBox.com March 2015 - Present
Cedars-Sinai February 2015 - Present
Ehrhart Consulting Group, LLC March 2010 - Present
Torrance Memorial Medical Center July 2013 - January 2015
Torrance Memorial Medical Center February 2013 - January 2015
Union Bank March 2012 - February 2013
WellPoint July 2010 - March 2012
University of Colorado Health May 2008 - July 2010
Centura Health 2005 - 2008
GE Healthcare 2002 - 2005
Skills
Lean Healthcare, Healthcare, Healthcare IT, Six Sigma, Lean Sigma, Business Change..., Cultural Transformation, Business Process..., Value Stream Mapping, Business Transformation, Master Change Agent, Black Belt - DMAIC Six..., LEAN Sinsei, Cross-functional Team..., Performance Improvement, Healthcare Information..., Visio, Operations Management, Process Improvement, Leadership, Training, Project Management, Project Portfolio..., Organizational..., Software Documentation, Team Leadership, Project Planning, Kaizen, Operational Excellence, Strategy, Team Building, Business Analysis, Management Consulting, Clinical Research, Quality Assurance, Strategic Planning, Management, Healthcare Consulting, Vendor Management, HIPAA, EHR, Leadership Development, Data Analysis, Business Process, CPOE, Consulting, Performance Management, Business Process Mapping, Coaching, Hospitals
Education
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Bret Parzuchowski's Union Bank Experience September 1998 - June 2001
Job Accounting Manager at Farwest Steel Corp
Industry Accounting
Experience
Farwest Steel Corp July 2011 - Present
Kernutt Stokes, CPAs and Consultants June 2005 - June 2011
University of Oregon January 2003 - June 2005
Union Bank September 1998 - June 2001
Education
University of Oregon 2001 — 2002
Masters, Accountancy
University of Connecticut 1986 — 1991
BA, Economics, English
Farwest Steel Corp July 2011 - Present
Kernutt Stokes, CPAs and Consultants June 2005 - June 2011
University of Oregon January 2003 - June 2005
Union Bank September 1998 - June 2001
Education
University of Oregon 2001 — 2002
Masters, Accountancy
University of Connecticut 1986 — 1991
BA, Economics, English
Carlos Pac Franco's Union Bank Experience April 2007 - January 2010
Job Personal Banker at Wells Fargo
Industry Real Estate
Experience
Wells Fargo March 2010 - Present
Union Bank April 2007 - January 2010
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Marketing
Wells Fargo March 2010 - Present
Union Bank April 2007 - January 2010
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Marketing
Shaun Malby's Union Bank Experience September 2012 - Present
Job Vice President Credit Risk Management at Union Bank
Industry Banking
Experience
Union Bank September 2012 - Present
Union Bank March 2011 - August 2012
Union Bank April 2009 - March 2011
Union Bank October 2007 - April 2009
Skills
VBA for MS Excel, MS Office Suite, Business Intelligence, AFS, Credit Risk, Credit Analysis, Commercial Lending, Real Estate Lending, Banking, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Risk Management
Education
UCSC 2001 — 2006
Bachelors of Science, Mathematics, Astrophysics
Union Bank September 2012 - Present
Union Bank March 2011 - August 2012
Union Bank April 2009 - March 2011
Union Bank October 2007 - April 2009
Skills
VBA for MS Excel, MS Office Suite, Business Intelligence, AFS, Credit Risk, Credit Analysis, Commercial Lending, Real Estate Lending, Banking, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Risk Management
Education
UCSC 2001 — 2006
Bachelors of Science, Mathematics, Astrophysics
Arthur Louie's Union Bank Experience November 2013 - March 2015
Job Financial Advisor
Industry Investment Management
Experience
Union Bank November 2013 - March 2015
HSBC Retail Banking and Wealth Management April 2012 - November 2013
Citi April 2011 - April 2012
Bank of the West November 1996 - April 2011
Wedbush Securities April 1995 - November 1996
H.J. Meyers & co Inc October 1991 - April 1995
Skills
Investments, Financial Planning, Portfolio Management
Education
University of Idaho
Bachelor’s Degree
Union Bank November 2013 - March 2015
HSBC Retail Banking and Wealth Management April 2012 - November 2013
Citi April 2011 - April 2012
Bank of the West November 1996 - April 2011
Wedbush Securities April 1995 - November 1996
H.J. Meyers & co Inc October 1991 - April 1995
Skills
Investments, Financial Planning, Portfolio Management
Education
University of Idaho
Bachelor’s Degree
Erica B Anderson's Union Bank Experience December 2000 - October 2004
Job Client Service Management
Industry Financial Services
Experience
City National Bank September 2012 - Present
BNY Mellon October 2004 - March 2011
Union Bank December 2000 - October 2004
Skills
•Client Servicing,..., •Policy/Procedure..., •Problem/loss..., •Benefit Plan Design,..., •Project (non-tech)..., •Compliance/Regulatory..., •Cross-functional..., Management, Mutual Funds
Education
University of Denver
Bachelor of Arts (B.A.)
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
City National Bank September 2012 - Present
BNY Mellon October 2004 - March 2011
Union Bank December 2000 - October 2004
Skills
•Client Servicing,..., •Policy/Procedure..., •Problem/loss..., •Benefit Plan Design,..., •Project (non-tech)..., •Compliance/Regulatory..., •Cross-functional..., Management, Mutual Funds
Education
University of Denver
Bachelor of Arts (B.A.)
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Nancy Halpern's Union Bank Experience May 2010 - October 2011
Job DE Underwriter NRL
Industry Banking
Experience
Nations Reliable Lending, LLC 2014 - Present
JPMorgan Chase October 2011 - June 2015
Union Bank May 2010 - October 2011
First Magnus Financial/RBC/Countrywide/HM American 1994 - 2007
Skills
Credit, Banking, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Refinance, Underwriting
Education
University of San Diego
ABA Paralegal Certificate, Honors
University of Houston 1980 — 1984
BS in Accounting and MIS
Nations Reliable Lending, LLC 2014 - Present
JPMorgan Chase October 2011 - June 2015
Union Bank May 2010 - October 2011
First Magnus Financial/RBC/Countrywide/HM American 1994 - 2007
Skills
Credit, Banking, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Refinance, Underwriting
Education
University of San Diego
ABA Paralegal Certificate, Honors
University of Houston 1980 — 1984
BS in Accounting and MIS
Kieu Mai's Union Bank Experience December 2011 - October 2014
Job Reporting Analyst at Bank of the West
Industry Accounting
Experience
Bank of the West October 2014 - June 2015
Union Bank December 2011 - October 2014
Pacific Union Financial, LLC April 2011 - October 2011
Spiegel Accountancy Corp. September 2006 - April 2011
Skills
Auditing, Account Reconciliation, Internal Controls, Accounting, Financial Statements, Payroll, Financial Audits, Journal Entries, Cash Flow, Process Improvement, Consolidation, Bank Reconciliation, GAAP, QuickBooks, Accounts Receivable, Due Diligence, Hyperion Enterprise, Financial Reporting
Education
University of California, Santa Barbara 2004 — 2006
BA, Business Economics with Emphasis in Accounting
Bank of the West October 2014 - June 2015
Union Bank December 2011 - October 2014
Pacific Union Financial, LLC April 2011 - October 2011
Spiegel Accountancy Corp. September 2006 - April 2011
Skills
Auditing, Account Reconciliation, Internal Controls, Accounting, Financial Statements, Payroll, Financial Audits, Journal Entries, Cash Flow, Process Improvement, Consolidation, Bank Reconciliation, GAAP, QuickBooks, Accounts Receivable, Due Diligence, Hyperion Enterprise, Financial Reporting
Education
University of California, Santa Barbara 2004 — 2006
BA, Business Economics with Emphasis in Accounting
Bill Struven's Union Bank Experience
Job Business Systems Analyst at Union Bank
Industry Banking
Experience
Union Bank
Skills
Vendor Management, SDLC, Business Analysis, Banking, Risk Management, Visio, SharePoint, Social Media, Disaster Recovery
Education
University of Colorado at Boulder 1986 — 1990
BA, English Lit
Union Bank
Skills
Vendor Management, SDLC, Business Analysis, Banking, Risk Management, Visio, SharePoint, Social Media, Disaster Recovery
Education
University of Colorado at Boulder 1986 — 1990
BA, English Lit
Ryu Handong's Union Bank Experience April 2014 - Present
Job Experienced financial sales and service professional
Industry Financial Services
Experience
Union Bank April 2014 - Present
Wells Fargo Advisors July 2012 - March 2014
JPMorgan Chase & Co. April 2010 - May 2012
Education
University of Iowa 2002 — 2007
Bachelor's degree, History/Japanese Double Major
Union Bank April 2014 - Present
Wells Fargo Advisors July 2012 - March 2014
JPMorgan Chase & Co. April 2010 - May 2012
Education
University of Iowa 2002 — 2007
Bachelor's degree, History/Japanese Double Major
Cassandra Seay's Union Bank Experience August 2013 - Present
Job Consultant
Industry Accounting
Experience
Union Bank August 2013 - Present
Babcock & Brown 2007 - 2008
Charles Schwab 1996 - 2007
TMP Worldwide (Accounting Solutions) 1995 - 1996
Ernst & Young September 1990 - 1994
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Strategic Financial..., Due Diligence, Managerial Finance, Forecasting, Budgets, Process Improvement, Business Analysis, Business Planning, Start-ups, Business Strategy, Project Management
Education
UC Santa Barbara 1986 — 1990
BA, Business Economics
Union Bank August 2013 - Present
Babcock & Brown 2007 - 2008
Charles Schwab 1996 - 2007
TMP Worldwide (Accounting Solutions) 1995 - 1996
Ernst & Young September 1990 - 1994
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Strategic Financial..., Due Diligence, Managerial Finance, Forecasting, Budgets, Process Improvement, Business Analysis, Business Planning, Start-ups, Business Strategy, Project Management
Education
UC Santa Barbara 1986 — 1990
BA, Business Economics
Allan Llarena's Union Bank Experience June 2010 - August 2012
Job Regulatory Compliance
Industry Management Consulting
Experience
Protiviti September 2014 - Present
Citi November 2013 - September 2014
Citi August 2012 - November 2013
Union Bank June 2010 - August 2012
Wells Fargo July 2008 - June 2010
Wells Fargo August 2006 - July 2008
Bank of America June 2005 - June 2006
Skills
AML, Investigation, Compliance, Transactional Analysis, Research, Risk Management, Operational Risk, Due Diligence, Banking, Bank Secrecy Act, Operational Risk..., Securities, Fraud, Financial Risk, Visual Analytics, Regulations, KYC, USA PATRIOT Act, Anti Money Laundering
Education
University of California, Santa Cruz 2002 — 2006
Bachelors of Arts, Economics
Tennyson 1998 — 2002
Protiviti September 2014 - Present
Citi November 2013 - September 2014
Citi August 2012 - November 2013
Union Bank June 2010 - August 2012
Wells Fargo July 2008 - June 2010
Wells Fargo August 2006 - July 2008
Bank of America June 2005 - June 2006
Skills
AML, Investigation, Compliance, Transactional Analysis, Research, Risk Management, Operational Risk, Due Diligence, Banking, Bank Secrecy Act, Operational Risk..., Securities, Fraud, Financial Risk, Visual Analytics, Regulations, KYC, USA PATRIOT Act, Anti Money Laundering
Education
University of California, Santa Cruz 2002 — 2006
Bachelors of Arts, Economics
Tennyson 1998 — 2002
Monica Chum's Union Bank Experience July 2004 - August 2008
Job Business System Analyst at CCC Information Services
Industry Financial Services
Experience
CCC Information Services June 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - June 2015
Wilshire Associates December 2012 - June 2014
Wilshire Associates, Inc January 2010 - December 2012
Union Bank of California June 2006 - August 2008
Union Bank July 2004 - August 2008
Skills
Mutual Funds, SQL, HTML, Microsoft Office, Alternative Investments, Portfolio Management, Performance Attribution, Private Equity, Strategy, Management, Financial Analysis, Mac, Lotus Notes, Morningstar Direct, SEM, Social Media, CSS, Investment Management, WordPress, Bloomberg, Wilshire Compass, JIRA, OMNI, ESB, Photoshop, Google Adwords, Python, MS Excel Pivot Tables, Pivot Charts, Tableau, MS Visio, Business Workflows, Visual Studio
Education
University of California, Santa Barbara
B.A, History and Asian American Studies
CCC Information Services June 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - June 2015
Wilshire Associates December 2012 - June 2014
Wilshire Associates, Inc January 2010 - December 2012
Union Bank of California June 2006 - August 2008
Union Bank July 2004 - August 2008
Skills
Mutual Funds, SQL, HTML, Microsoft Office, Alternative Investments, Portfolio Management, Performance Attribution, Private Equity, Strategy, Management, Financial Analysis, Mac, Lotus Notes, Morningstar Direct, SEM, Social Media, CSS, Investment Management, WordPress, Bloomberg, Wilshire Compass, JIRA, OMNI, ESB, Photoshop, Google Adwords, Python, MS Excel Pivot Tables, Pivot Charts, Tableau, MS Visio, Business Workflows, Visual Studio
Education
University of California, Santa Barbara
B.A, History and Asian American Studies
June Yamaguchi's Union Bank Experience October 2003 - July 2013
Job Supervisor/Officer
Industry Banking
Experience
Union Bank October 2003 - July 2013
Fujitsu April 1985 - March 1990
Skills
Bilingual, Retail Banking, Customer Service, Management, International Banking..., Native in Japanese and...
Education
University of Hawaii at Manoa 1980 — 1984
Bachelor of Arts (B.A.), Mathematics
Union Bank October 2003 - July 2013
Fujitsu April 1985 - March 1990
Skills
Bilingual, Retail Banking, Customer Service, Management, International Banking..., Native in Japanese and...
Education
University of Hawaii at Manoa 1980 — 1984
Bachelor of Arts (B.A.), Mathematics
Thomas Yau's Union Bank Experience January 2013 - Present
Job Vice President ACL Business Analyst at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust June 2010 - December 2012
Santa Barbara Bank and Trust September 2006 - May 2010
Santa Barbara Bank & Trust June 2004 - September 2006
Skills
Credit Risk, Banking, Risk Management, Financial Risk, Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis
Education
Pacific Coast Banking School 2012 — 2014
Graduate, Banking
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Sociology
Union Bank January 2013 - Present
Santa Barbara Bank & Trust June 2010 - December 2012
Santa Barbara Bank and Trust September 2006 - May 2010
Santa Barbara Bank & Trust June 2004 - September 2006
Skills
Credit Risk, Banking, Risk Management, Financial Risk, Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis
Education
Pacific Coast Banking School 2012 — 2014
Graduate, Banking
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Sociology
Ned Bixby's Union Bank Experience August 2006 - Present
Job Representative at Union Bank
Industry Banking
Experience
Union Bank August 2006 - Present
Education
UCSB 1982 — 1984
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Mt. San Antonio College, Cal Poly Pomona, Santa Barbara City College 1972 — 1975
Associate of Arts (A.A.)
Union Bank August 2006 - Present
Education
UCSB 1982 — 1984
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Mt. San Antonio College, Cal Poly Pomona, Santa Barbara City College 1972 — 1975
Associate of Arts (A.A.)
Linda Warden's Union Bank Experience 2009 - 2013
Job Banking and Accounting Professional
Industry Financial Services
Experience
Union Bank 2009 - 2013
Union Bank 1999 - 2009
Union Bank 1989 - 1999
Skills
Trust Services, Banking Operations, Accounting, Microsoft Word, Microsoft Excel, Outlook, Account Reconciliation, Cash Management, Time Management, Investments
Education
UC Santa Barbara
Bachelor of Science (BS), Business Economics
Union Bank 2009 - 2013
Union Bank 1999 - 2009
Union Bank 1989 - 1999
Skills
Trust Services, Banking Operations, Accounting, Microsoft Word, Microsoft Excel, Outlook, Account Reconciliation, Cash Management, Time Management, Investments
Education
UC Santa Barbara
Bachelor of Science (BS), Business Economics
Daniel Fedrick's Union Bank Experience January 2014 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank January 2014 - Present
Union Bank March 2008 - January 2014
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Consumer Lending, Mortgage Lending
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Union Bank January 2014 - Present
Union Bank March 2008 - January 2014
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Consumer Lending, Mortgage Lending
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Howard Russell Jr's Union Bank Experience November 2007 - Present
Job SVP & Manager, Payment Operations at Union Bank
Industry Banking
Experience
Union Bank November 2007 - Present
Skills
Operations Management
Education
Washington State University 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1972 — 1978
Bachelor of Science (BS), Economics
Union Bank November 2007 - Present
Skills
Operations Management
Education
Washington State University 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1972 — 1978
Bachelor of Science (BS), Economics