Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Union Bank Salaries. You can even request information on how much does Union Bank pay if you want to. Learn about salaries, pros and cons of working for Union Bank directly from the past employees.
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4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Employee
Years
Job
Industry
Roland Tyson Chambers Roland Tyson Chambers's Union Bank Experience June 2005 - November 2006
Job Lead Digital Optimization Advisor at USAA
Industry Financial Services
Experience
USAA March 2015 - Present
Target July 2012 - March 2015
Dell January 2011 - July 2012
CreditCards.com September 2008 - January 2011
Dell Financial Services November 2006 - September 2008
Union Bank June 2005 - November 2006
Coldwell Banker Associates Realty November 2001 - May 2003
Skills
Consumer Electronics, Graphic Design, Analytics, SEO, Segmentation, Online Testing, Web Site Optimization, Test Design, A/B testing, Multivariate Testing, E-commerce, Omniture, Web Analytics, User Experience, Web Development, Cross-functional Team..., Online Marketing, Product Management, CSS, SharePoint, Integrated Marketing, SEM, Leadership, Management
Education
Purdue University - Krannert School of Management 2003 — 2005
MBA, Marketing
Brigham Young University 1994 — 2000
BA, Design
USAA March 2015 - Present
Target July 2012 - March 2015
Dell January 2011 - July 2012
CreditCards.com September 2008 - January 2011
Dell Financial Services November 2006 - September 2008
Union Bank June 2005 - November 2006
Coldwell Banker Associates Realty November 2001 - May 2003
Skills
Consumer Electronics, Graphic Design, Analytics, SEO, Segmentation, Online Testing, Web Site Optimization, Test Design, A/B testing, Multivariate Testing, E-commerce, Omniture, Web Analytics, User Experience, Web Development, Cross-functional Team..., Online Marketing, Product Management, CSS, SharePoint, Integrated Marketing, SEM, Leadership, Management
Education
Purdue University - Krannert School of Management 2003 — 2005
MBA, Marketing
Brigham Young University 1994 — 2000
BA, Design
Jeremy Abeyta Jeremy Abeyta's Union Bank Experience September 2012 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank September 2012 - Present
Wells Fargo 2007 - 2012
Skills
Banking, Credit, Mortgage Lending, Loans, Retail Banking, Credit Analysis, Portfolio Management, Financial Analysis, Wealth Management, Loan Origination, Consumer Lending, Finance, Investments, Microsoft Excel, Risk Management
Education
University of Redlands 2012 — 2014
International Business, MBA
California State University-San Bernardino 2008 — 2011
Business Marketing, BA
California Baptist University 2006 — 2008
Business Marketing
Union Bank September 2012 - Present
Wells Fargo 2007 - 2012
Skills
Banking, Credit, Mortgage Lending, Loans, Retail Banking, Credit Analysis, Portfolio Management, Financial Analysis, Wealth Management, Loan Origination, Consumer Lending, Finance, Investments, Microsoft Excel, Risk Management
Education
University of Redlands 2012 — 2014
International Business, MBA
California State University-San Bernardino 2008 — 2011
Business Marketing, BA
California Baptist University 2006 — 2008
Business Marketing
Susan Berenson Susan Berenson's Union Bank Experience September 1994 - April 2000
Job Vice President
Industry Financial Services
Experience
Union Bank September 1994 - April 2000
Hughes Aircraft Company September 1983 - September 1994
Skills
Financial Analysis, Research, Business Strategy, Program Management, Microsoft Office, Leadership, Negotiation, Strategic Planning, Process Improvement, Customer Service, Marketing, Strategy, Risk Management
Education
Boston University 1978 — 1980
BS, Education/Mathematics
University of Hartford 1976 — 1978
General Studies
Union Bank September 1994 - April 2000
Hughes Aircraft Company September 1983 - September 1994
Skills
Financial Analysis, Research, Business Strategy, Program Management, Microsoft Office, Leadership, Negotiation, Strategic Planning, Process Improvement, Customer Service, Marketing, Strategy, Risk Management
Education
Boston University 1978 — 1980
BS, Education/Mathematics
University of Hartford 1976 — 1978
General Studies
David Sorensen, CFA David Sorensen, CFA's Union Bank Experience 1999 - 2004
Job Wealth Advisor & Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo June 2012 - Present
Wells Fargo Bank 2008 - 2012
First Tennessee Bank 2004 - 2008
Union Bank 1999 - 2004
U.S. Bank 1995 - 1999
Federal Deposit Insurance Corporation 1988 - 1995
Skills
Wealth Management, Asset Allocation, Investment Management, Multi-generational..., Commercial Real Estate, Loans, Retirement Planning, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit Risk, Underwriting, Cross Selling, Lines Of Credit, Residential Mortgages, Construction Loans, Commercial Mortgages, Finance, Credit
Education
University of California, Berkeley 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Brigham Young University 1984 — 1988
Bachelor of Arts (BA), Economics and Philosophy
Wells Fargo June 2012 - Present
Wells Fargo Bank 2008 - 2012
First Tennessee Bank 2004 - 2008
Union Bank 1999 - 2004
U.S. Bank 1995 - 1999
Federal Deposit Insurance Corporation 1988 - 1995
Skills
Wealth Management, Asset Allocation, Investment Management, Multi-generational..., Commercial Real Estate, Loans, Retirement Planning, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit Risk, Underwriting, Cross Selling, Lines Of Credit, Residential Mortgages, Construction Loans, Commercial Mortgages, Finance, Credit
Education
University of California, Berkeley 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Brigham Young University 1984 — 1988
Bachelor of Arts (BA), Economics and Philosophy
Roger Faria Roger Faria's Union Bank Experience January 2000 - July 2003
Job Security Professional
Industry Information Technology and Services
Experience
US Navy March 2011 - April 2013
US Navy 2010 - 2013
US Navy 2010 - 2013
US Navy April 2010 - February 2011
US Navy August 2005 - March 2010
Guitar Center September 2003 - July 2005
Union Bank January 2000 - July 2003
Skills
Navy, Force Protection, Military Experience, Military, Security Clearance, Military Operations, Weapons, Military Training, Command, DoD, Operational Planning, National Security, Counterterrorism, Weapons Handling, Defense, Active DoD Secret..., Homeland Security, Weapons Training, Computer Hardware, Computer Hardware..., Computer Hardware..., Leadership, Physical Security, Security+, Security Operations
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Bachelor of Business Administration, Information Systems Management (B.B.A.)
University of Karachi 1992 — 1996
Bachelor of Commerce (B.Com.)
St.Patrick's High School 1984 — 1989
US Navy March 2011 - April 2013
US Navy 2010 - 2013
US Navy 2010 - 2013
US Navy April 2010 - February 2011
US Navy August 2005 - March 2010
Guitar Center September 2003 - July 2005
Union Bank January 2000 - July 2003
Skills
Navy, Force Protection, Military Experience, Military, Security Clearance, Military Operations, Weapons, Military Training, Command, DoD, Operational Planning, National Security, Counterterrorism, Weapons Handling, Defense, Active DoD Secret..., Homeland Security, Weapons Training, Computer Hardware, Computer Hardware..., Computer Hardware..., Leadership, Physical Security, Security+, Security Operations
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Bachelor of Business Administration, Information Systems Management (B.B.A.)
University of Karachi 1992 — 1996
Bachelor of Commerce (B.Com.)
St.Patrick's High School 1984 — 1989
Ahlyzik Monroe Ahlyzik Monroe's Union Bank Experience June 2010 - September 2010
Job UX Designer at Inhance Digital
Industry Information Technology and Services
Experience
Inhance Digital December 2014 - Present
RAPP September 2014 - December 2014
Freelance July 2014 - August 2014
Fuhu, Inc May 2013 - June 2014
Cal Poly Pomona September 2012 - December 2012
GIVIGIV Inc. April 2012 - May 2012
Cal Poly Pomona March 2011 - April 2012
Guiang Corporation September 2010 - June 2011
Wireless Telecommunications Symposium 2011 - 2011
Union Bank June 2010 - September 2010
Skills
Software Project..., User Experience, Mobile Applications, Usability Testing, CSS, User Interface Design, HTML, User Interface, Mobile Devices, Information Architecture, jQuery, Axure, Wireframes, Web Applications, SharePoint, Interaction Design, JavaScript, InDesign, Android, Web Development, XHTML
Education
California State Polytechnic University-Pomona 2006 — 2012
BS, Computer Information Systems, E-Commerce
UCLA Extension
User Experience Design
Inhance Digital December 2014 - Present
RAPP September 2014 - December 2014
Freelance July 2014 - August 2014
Fuhu, Inc May 2013 - June 2014
Cal Poly Pomona September 2012 - December 2012
GIVIGIV Inc. April 2012 - May 2012
Cal Poly Pomona March 2011 - April 2012
Guiang Corporation September 2010 - June 2011
Wireless Telecommunications Symposium 2011 - 2011
Union Bank June 2010 - September 2010
Skills
Software Project..., User Experience, Mobile Applications, Usability Testing, CSS, User Interface Design, HTML, User Interface, Mobile Devices, Information Architecture, jQuery, Axure, Wireframes, Web Applications, SharePoint, Interaction Design, JavaScript, InDesign, Android, Web Development, XHTML
Education
California State Polytechnic University-Pomona 2006 — 2012
BS, Computer Information Systems, E-Commerce
UCLA Extension
User Experience Design
James Dennis, CPA's Union Bank Experience October 2013 - October 2014
Job Vice President SEC Reporting Manager at MUFG Americas
Industry Banking
Experience
MUFG Union Bank, N.A. November 2014 - Present
Union Bank October 2013 - October 2014
Union Bank August 2012 - October 2013
Federal Home Loan Bank of San Francisco November 2009 - August 2012
Helm Financial Corporation July 2008 - November 2009
Skills
Financial Analysis, Accounting, SEC filings, Analytics
Education
Cal Poly San Luis Obispo
BS, Business Administration
MUFG Union Bank, N.A. November 2014 - Present
Union Bank October 2013 - October 2014
Union Bank August 2012 - October 2013
Federal Home Loan Bank of San Francisco November 2009 - August 2012
Helm Financial Corporation July 2008 - November 2009
Skills
Financial Analysis, Accounting, SEC filings, Analytics
Education
Cal Poly San Luis Obispo
BS, Business Administration
Bill Liang Bill Liang's Union Bank Experience May 2012 - August 2012
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
BNY Mellon Wealth Management January 2013 - September 2014
Union Bank May 2012 - August 2012
Venture Strategies Innovations April 2009 - June 2011
Lance, Soll & Lunghard, LLP July 2007 - October 2008
Skills
Financial Modeling, Finance, Valuation, Financial Analysis, Investments, Microsoft Excel, Wealth Management, Portfolio Management, Bloomberg, Relationship Management, CPA, Tax, Securities, Fixed Income
Education
Loyola Marymount University 2011 — 2012
MBA, Finance
California State Polytechnic University-Pomona
B.S., Accounting
Merrill Lynch September 2014 - Present
BNY Mellon Wealth Management January 2013 - September 2014
Union Bank May 2012 - August 2012
Venture Strategies Innovations April 2009 - June 2011
Lance, Soll & Lunghard, LLP July 2007 - October 2008
Skills
Financial Modeling, Finance, Valuation, Financial Analysis, Investments, Microsoft Excel, Wealth Management, Portfolio Management, Bloomberg, Relationship Management, CPA, Tax, Securities, Fixed Income
Education
Loyola Marymount University 2011 — 2012
MBA, Finance
California State Polytechnic University-Pomona
B.S., Accounting
James Moreno James Moreno's Union Bank Experience March 2005 - October 2006
Job Fraud Risk Analyst at Blackhawk Network
Industry Financial Services
Experience
Blackhawk Network February 2013 - Present
Union Bank of California September 2012 - February 2013
Union Bank of California October 2006 - September 2012
Union Bank March 2005 - October 2006
Skills
Customer Service, Microsoft Office, Banking, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Word, Vendor Management, Management, Team Leadership, Visio, PowerPoint, Call Centers, Cross-functional Team..., Business Strategy, Training, Project Management, Sales Management, Business Planning, Employee Training, Accounting, Internal Controls, Internal Communications, Office Management, Risk Analysis, Leadership, Access, Inventory Management
Education
California Culinary Academy 2001 — 2003
Blackhawk Network February 2013 - Present
Union Bank of California September 2012 - February 2013
Union Bank of California October 2006 - September 2012
Union Bank March 2005 - October 2006
Skills
Customer Service, Microsoft Office, Banking, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Word, Vendor Management, Management, Team Leadership, Visio, PowerPoint, Call Centers, Cross-functional Team..., Business Strategy, Training, Project Management, Sales Management, Business Planning, Employee Training, Accounting, Internal Controls, Internal Communications, Office Management, Risk Analysis, Leadership, Access, Inventory Management
Education
California Culinary Academy 2001 — 2003
L Gregory Manos L Gregory Manos's Union Bank Experience November 1997 - June 1999
Job Director at Houlihan Lokey
Industry Oil & Energy
Experience
A&M September 2012 - July 2014
Ernst & Young November 2008 - September 2012
Duff & Phelps September 2005 - October 2008
Standard & Poor's Corporate Value Consulting (FKA PricewaterhouseCoopers CVC) September 2001 - September 2005
Price Waterhouse Coopers July 2000 - September 2001
Union Bank November 1997 - June 1999
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, DCF, Private Equity, Purchase Price..., Mergers, Financial Analysis, Corporate Finance, Project Finance, Restructuring, Business Modeling, Power and Utilities, Oilfield Services, Upstream, Downstream Oil & Gas, Midstream, Chemical, Mining & Minerals, Renewable Energy, Cleantech, M&A experience, Divestitures, Mergers & Acquisitions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
California Lutheran University 1992 — 1994
BS, Finance/Economics
A&M September 2012 - July 2014
Ernst & Young November 2008 - September 2012
Duff & Phelps September 2005 - October 2008
Standard & Poor's Corporate Value Consulting (FKA PricewaterhouseCoopers CVC) September 2001 - September 2005
Price Waterhouse Coopers July 2000 - September 2001
Union Bank November 1997 - June 1999
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, DCF, Private Equity, Purchase Price..., Mergers, Financial Analysis, Corporate Finance, Project Finance, Restructuring, Business Modeling, Power and Utilities, Oilfield Services, Upstream, Downstream Oil & Gas, Midstream, Chemical, Mining & Minerals, Renewable Energy, Cleantech, M&A experience, Divestitures, Mergers & Acquisitions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
California Lutheran University 1992 — 1994
BS, Finance/Economics
Daniel Sigai Daniel Sigai's Union Bank Experience February 2014 - Present
Job Mortgage Trading and Pricing
Industry Financial Services
Experience
Union Bank February 2014 - Present
Banc Of Manhattan/Capital May 2009 - January 2014
IMPAC February 2005 - March 2008
State Street August 2001 - December 2004
Skills
Residential Mortgages, Loan Pricing, Mortgage Trading, Complex Excel Modeling, Team Leadership, Pricing Analysis, Contract Negotiations, Secondary Marketing, Mortgage Banking, Mortgage Lending, ABS, Secondary Market, Contract Negotiation, Finance, Securitization, Credit, Loans
Education
Brown University 1997 — 2001
Bachelor's degree, Biology, General
Choate Rosemary Hall 1994 — 1997
Union Bank February 2014 - Present
Banc Of Manhattan/Capital May 2009 - January 2014
IMPAC February 2005 - March 2008
State Street August 2001 - December 2004
Skills
Residential Mortgages, Loan Pricing, Mortgage Trading, Complex Excel Modeling, Team Leadership, Pricing Analysis, Contract Negotiations, Secondary Marketing, Mortgage Banking, Mortgage Lending, ABS, Secondary Market, Contract Negotiation, Finance, Securitization, Credit, Loans
Education
Brown University 1997 — 2001
Bachelor's degree, Biology, General
Choate Rosemary Hall 1994 — 1997
Lynne Van Hyning Lynne Van Hyning's Union Bank Experience August 2014 - Present
Job Vice President / Senior Marketing Manager, Merchandising at Union Bank
Industry Marketing and Advertising
Experience
Union Bank August 2014 - Present
Wells Fargo August 2010 - July 2014
Wells Fargo April 2007 - August 2010
Wells Fargo May 2005 - April 2007
Certified Employment Group March 2002 - April 2005
mPower 2000 - 2002
Skills
New Business Development, Marketing Communications, Project Management, Creative Strategy, Creative Briefs, Customer Service, Photo Shoot Production, Brand Management, Event Management, Graphic Design, Presentation Development, Copywriting, Account Management, Marketing Strategy, Sales, Advertising, Integrated Marketing
Education
California College of the Arts 1987 — 1989
Fine and Studio Arts
University of Southern Mississippi 1983 — 1986
Journalism / Fine Art
Union Bank August 2014 - Present
Wells Fargo August 2010 - July 2014
Wells Fargo April 2007 - August 2010
Wells Fargo May 2005 - April 2007
Certified Employment Group March 2002 - April 2005
mPower 2000 - 2002
Skills
New Business Development, Marketing Communications, Project Management, Creative Strategy, Creative Briefs, Customer Service, Photo Shoot Production, Brand Management, Event Management, Graphic Design, Presentation Development, Copywriting, Account Management, Marketing Strategy, Sales, Advertising, Integrated Marketing
Education
California College of the Arts 1987 — 1989
Fine and Studio Arts
University of Southern Mississippi 1983 — 1986
Journalism / Fine Art
Zachary Tsuruda Zachary Tsuruda's Union Bank Experience June 2008 - July 2009
Job Accountant at Peacock Suites • MBA Student • Interest in Operations Management and Process Optimization
Industry Hospitality
Experience
Peacock Suites - Shell Vacations Club August 2014 - Present
American Medical Response January 2010 - July 2014
Union Bank June 2008 - July 2009
Bank of America 2007 - 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, PowerPoint, Data Entry, Accounts Receivable, Accounts Payable, PeopleSoft, Public Speaking, HIPAA, Time Management, Healthcare Management, Project Management, Data Collection, Employee Relations, Sales, Event Planning, Leadership, Social Networking, Medicare, Health Insurance, Managed Care, Citrix, Kronos, Oracle Applications, Jaguar, Healthlogic, WebEx, AM2000, Medi-Cal, Goal Setting
Education
California State University-Long Beach 2012 — 2015
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (BS), Finance
Peacock Suites - Shell Vacations Club August 2014 - Present
American Medical Response January 2010 - July 2014
Union Bank June 2008 - July 2009
Bank of America 2007 - 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, PowerPoint, Data Entry, Accounts Receivable, Accounts Payable, PeopleSoft, Public Speaking, HIPAA, Time Management, Healthcare Management, Project Management, Data Collection, Employee Relations, Sales, Event Planning, Leadership, Social Networking, Medicare, Health Insurance, Managed Care, Citrix, Kronos, Oracle Applications, Jaguar, Healthlogic, WebEx, AM2000, Medi-Cal, Goal Setting
Education
California State University-Long Beach 2012 — 2015
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (BS), Finance
Emily Fredrickson's Union Bank Experience January 2013 - March 2014
Job Community Outreach & Philanthropy at Twitter
Industry Philanthropy
Experience
Twitter July 2015 - Present
Twitter March 2014 - June 2015
Union Bank January 2013 - March 2014
Union Bank June 2012 - December 2012
Business Platform/ ACE Export March 2012 - May 2012
University of San Francisco August 2010 - May 2011
Hub Bay Area January 2010 - May 2010
Skills
Advanced in French..., Language Proficiency, Mac/PC proficient, Excel, Eviews, Data Analysis, Taleo, Microsoft Office, Microsoft Excel, Talent Acquisition, Recruiting, Research, Onboarding, Project Management, Financial Analysis, Applied Economics, Interviews, Social Media, College Recruiting, Social Networking, Applicant Tracking..., Leadership, Employee Relations, Talent Management, Human Resources
Education
University of San Francisco 2009 — 2012
Bachelor of Arts (B.A.), Economics, French minor, Graduated December 2012
Boston University
University of Massachusetts, Amherst
Twitter July 2015 - Present
Twitter March 2014 - June 2015
Union Bank January 2013 - March 2014
Union Bank June 2012 - December 2012
Business Platform/ ACE Export March 2012 - May 2012
University of San Francisco August 2010 - May 2011
Hub Bay Area January 2010 - May 2010
Skills
Advanced in French..., Language Proficiency, Mac/PC proficient, Excel, Eviews, Data Analysis, Taleo, Microsoft Office, Microsoft Excel, Talent Acquisition, Recruiting, Research, Onboarding, Project Management, Financial Analysis, Applied Economics, Interviews, Social Media, College Recruiting, Social Networking, Applicant Tracking..., Leadership, Employee Relations, Talent Management, Human Resources
Education
University of San Francisco 2009 — 2012
Bachelor of Arts (B.A.), Economics, French minor, Graduated December 2012
Boston University
University of Massachusetts, Amherst
Samantha Lennon's Union Bank Experience December 2012 - February 2014
Job SR BUSINESS SYSTEMS ANALYST/ BUSINESS PROCESS ANALYST / BUSINESS INTELLIGENCE ANALYST / IT PROJECT MANAGER.
Industry Information Technology and Services
Experience
Lennon Consulting Group January 2008 - Present
Union Bank December 2012 - February 2014
Sony Computer Entertainment America, LLC 2012 - 2012
SaaSMAX, Inc. 2011 - 2011
San Diego Jewish Academy 2009 - 2010
Goal Financial, LLC 2005 - 2006
Igoe & Company Incorporated June 2001 - June 2004
BBN Technologies January 1998 - December 2000
Internet Business Systems, a subsidiary of Cambridge Technology Group June 1997 - 1998
Regis Publishing Company, Inc September 1996 - June 1997
Skills
Visio, Coaching, Business Analysis, Business Intelligence, Business Process..., Meeting Facilitation, IT Liaison, ITIL Service Management, Data Analysis, Database Development, IT Team Collaboration, IT Consulting, Business Strategy, Business Process..., Start-up Consulting, Change Management, Culture Change, Legal Writing, Legal Compliance, Marketing Communications, Market Research, Social Networking, Software Documentation, Software Project..., Report Writing, Executive Reporting, Agile Project Management, Scrum, SaaS, SDLC, Information Technology, Requirements Gathering, Process Improvement, Project Management, Team Leadership, Vendor Management, Data Warehousing, Business Requirements, Business Process
Education
Brandeis University
Bachelor of Arts
La Jolla High School
Lennon Consulting Group January 2008 - Present
Union Bank December 2012 - February 2014
Sony Computer Entertainment America, LLC 2012 - 2012
SaaSMAX, Inc. 2011 - 2011
San Diego Jewish Academy 2009 - 2010
Goal Financial, LLC 2005 - 2006
Igoe & Company Incorporated June 2001 - June 2004
BBN Technologies January 1998 - December 2000
Internet Business Systems, a subsidiary of Cambridge Technology Group June 1997 - 1998
Regis Publishing Company, Inc September 1996 - June 1997
Skills
Visio, Coaching, Business Analysis, Business Intelligence, Business Process..., Meeting Facilitation, IT Liaison, ITIL Service Management, Data Analysis, Database Development, IT Team Collaboration, IT Consulting, Business Strategy, Business Process..., Start-up Consulting, Change Management, Culture Change, Legal Writing, Legal Compliance, Marketing Communications, Market Research, Social Networking, Software Documentation, Software Project..., Report Writing, Executive Reporting, Agile Project Management, Scrum, SaaS, SDLC, Information Technology, Requirements Gathering, Process Improvement, Project Management, Team Leadership, Vendor Management, Data Warehousing, Business Requirements, Business Process
Education
Brandeis University
Bachelor of Arts
La Jolla High School
Joel McIntyre Joel McIntyre's Union Bank Experience 2001 - 2005
Job Senior VP / Region Business Banking Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank June 2005 - Present
Union Bank 2001 - 2005
Skills
Commercial Lending, Credit, Commercial Banking, Banking, Loans, Financial Services, Sales, Portfolio Management, Leadership, Management, Relationship Management, Strategic Leadership, Cross-functional Team..., Leadership Development, Organizational..., Strategic Planning
Education
USC Marshall School of Business
Master of Business Administration (MBA), Finance
Brigham Young University
Bachelor of Science (B.S.), Accounting
Pacific Coast Banking School 1998 — 2000
Wells Fargo Bank June 2005 - Present
Union Bank 2001 - 2005
Skills
Commercial Lending, Credit, Commercial Banking, Banking, Loans, Financial Services, Sales, Portfolio Management, Leadership, Management, Relationship Management, Strategic Leadership, Cross-functional Team..., Leadership Development, Organizational..., Strategic Planning
Education
USC Marshall School of Business
Master of Business Administration (MBA), Finance
Brigham Young University
Bachelor of Science (B.S.), Accounting
Pacific Coast Banking School 1998 — 2000
Elaina Worden Elaina Worden's Union Bank Experience October 2000 - January 2010
Job Student at Brookdale Community College
Industry Marketing and Advertising
Experience
Union Bank October 2000 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Banking, Customer Service, Negotiation, Marketing, Teamwork, Account Management, Time Management
Education
Brookdale Community College 2015 — 2017
Associate's degree, Marketing/Marketing Management, General
MiraCosta College
Associate of Arts (A.A.), Business Administration and Management, General
Union Bank October 2000 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Banking, Customer Service, Negotiation, Marketing, Teamwork, Account Management, Time Management
Education
Brookdale Community College 2015 — 2017
Associate's degree, Marketing/Marketing Management, General
MiraCosta College
Associate of Arts (A.A.), Business Administration and Management, General
Bayard Sheldon Bayard Sheldon's Union Bank Experience October 1981 - March 1982
Job Property Management
Industry Environmental Services
Experience
Aspen Property Management, Inc. June 2013 - Present
Private Family October 2012 - March 2013
Penn Valley Landscape, Inc. January 2000 - March 2011
Silver Creek Landscape, Inc. April 1982 - March 2011
Union Bank October 1981 - March 1982
Security Pacific National Bank January 1979 - September 1981
Skills
Entrepreneurship, Project Management, Operations Management, Customer Service, Organizational..., Business Development, Strategic Planning, Construction, Contract Management, Project Planning, Value Engineering, Budgets, Landscape Construction, Landscape Maintenance, Irrigation Management, Team Building, Sales Process, Energy Efficiency, Energy Conservation..., Property Management
Education
California Polytechnic State University-San Luis Obispo 1976 — 1978
Bachelors of Science, Business Administration with a concentration in Management and Finance
Aspen Property Management, Inc. June 2013 - Present
Private Family October 2012 - March 2013
Penn Valley Landscape, Inc. January 2000 - March 2011
Silver Creek Landscape, Inc. April 1982 - March 2011
Union Bank October 1981 - March 1982
Security Pacific National Bank January 1979 - September 1981
Skills
Entrepreneurship, Project Management, Operations Management, Customer Service, Organizational..., Business Development, Strategic Planning, Construction, Contract Management, Project Planning, Value Engineering, Budgets, Landscape Construction, Landscape Maintenance, Irrigation Management, Team Building, Sales Process, Energy Efficiency, Energy Conservation..., Property Management
Education
California Polytechnic State University-San Luis Obispo 1976 — 1978
Bachelors of Science, Business Administration with a concentration in Management and Finance
Brian Kerstiens Brian Kerstiens's Union Bank Experience March 2014 - February 2015
Job Private Client Investment Analyst at City National Bank
Industry Banking
Experience
City National Bank February 2015 - Present
Union Bank March 2014 - February 2015
Union Bank December 2012 - March 2014
Santa Barbara Bank & Trust January 2010 - December 2012
Santa Barbara Bank & Trust December 2007 - January 2010
Santa Barbara Bank & Trust June 2007 - December 2007
Skills
Wealth Management, High Net Worth..., Trust Services, Trusts, Wealth Management..., Securities, Investment Advisory, Relationship Management, Asset Management
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Cannon Financial Institute 2011 — 2012
Personal Trust School
California Lutheran University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Barbara City College 2003 — 2005
Business Administration and Management, General
City National Bank February 2015 - Present
Union Bank March 2014 - February 2015
Union Bank December 2012 - March 2014
Santa Barbara Bank & Trust January 2010 - December 2012
Santa Barbara Bank & Trust December 2007 - January 2010
Santa Barbara Bank & Trust June 2007 - December 2007
Skills
Wealth Management, High Net Worth..., Trust Services, Trusts, Wealth Management..., Securities, Investment Advisory, Relationship Management, Asset Management
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Cannon Financial Institute 2011 — 2012
Personal Trust School
California Lutheran University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Barbara City College 2003 — 2005
Business Administration and Management, General
Mary Jean Vignone, PhD Mary Jean Vignone, PhD's Union Bank Experience August 2013 - Present
Job Organizational Development Professional
Industry Financial Services
Experience
Union Bank August 2013 - Present
Union Bank August 2001 - Present
SANTA BARBARA COUNTY UNITED WAY January 1997 - January 2001
CHASE MANHATTAN BANK January 1990 - January 1996
Chase Manhattan Personal Financial Services January 1994 - January 1995
Los Angeles Region September 1992 - December 1993
Chase Manhattan Personal Financial Services January 1992 - September 1992
Santa Barbara March 1990 - January 1992
Skills
Coaching, Change Management, Customer Relations, Sales Management, Instructional Design, Classroom Instruction, Performance Analysis, Talent Management, Talent Development, Leadership Development, Customer Service, Training, Classroom, Leadership, Succession Planning, Employee Relations, Human Resources, Deferred Compensation, Program Management, Banking, Strategic Planning, Management, Workshop Facilitation, Employee Engagement, Executive Coaching, Project Management, Performance Management, Mergers & Acquisitions, Organizational...
Education
Fielding Graduate University 2004 — 2011
PhD, Organizational Development
Fielding Graduate University 2004 — 2007
Master of Arts, Human and Organizational Systems
California Lutheran University 1987 — 1991
Master, Business Administration; Marketing
Queens College
Bachelor of Arts, Psychology
Union Bank August 2013 - Present
Union Bank August 2001 - Present
SANTA BARBARA COUNTY UNITED WAY January 1997 - January 2001
CHASE MANHATTAN BANK January 1990 - January 1996
Chase Manhattan Personal Financial Services January 1994 - January 1995
Los Angeles Region September 1992 - December 1993
Chase Manhattan Personal Financial Services January 1992 - September 1992
Santa Barbara March 1990 - January 1992
Skills
Coaching, Change Management, Customer Relations, Sales Management, Instructional Design, Classroom Instruction, Performance Analysis, Talent Management, Talent Development, Leadership Development, Customer Service, Training, Classroom, Leadership, Succession Planning, Employee Relations, Human Resources, Deferred Compensation, Program Management, Banking, Strategic Planning, Management, Workshop Facilitation, Employee Engagement, Executive Coaching, Project Management, Performance Management, Mergers & Acquisitions, Organizational...
Education
Fielding Graduate University 2004 — 2011
PhD, Organizational Development
Fielding Graduate University 2004 — 2007
Master of Arts, Human and Organizational Systems
California Lutheran University 1987 — 1991
Master, Business Administration; Marketing
Queens College
Bachelor of Arts, Psychology
Sara (Olguin) Spires's Union Bank Experience March 2015 - August 2015
Job Sales Assistant at ODUUSA
Industry Banking
Experience
ODU-USA September 2015 - Present
Pepperdine University Mock Trial October 2013 - Present
Union Bank March 2015 - August 2015
Union Bank July 2013 - March 2015
Law Offices of M. Jude Egan May 2013 - August 2013
Union Bank October 2012 - July 2013
The Home Depot April 2011 - October 2012
The Home Depot August 2009 - April 2011
Wild Rivers Water Park June 2009 - August 2009
Skills
Customer Service, Operations Processes, Reports Analysis, Google Sites, Apple Products, Microsoft Office, Cash Management, Sales, Public Speaking, 65+ WPM, 10 Key Touch, Office Management, Legal Documents, Microsoft Word, PowerPoint, Microsoft Excel, Teaching, Telephone Skills, Data Entry, Research, Conflict Resolution, Teamwork, Community Outreach, Time Management, Social Media, Social Networking, Event Planning, Leadership
Education
California Polytechnic State University-San Luis Obispo 2011 — 2013
Bachelor of Arts (B.A.), Political Science- Pre Law, 3.0
Fullerton College 2009 — 2010
Associate of Arts (A.A.), Social Sciences, 3.4
Fullerton College 2009 — 2010
Associate of Science (A.S.), Science and Mathematics, 3.4
Wagner College 2008 — 2009
3.67
ODU-USA September 2015 - Present
Pepperdine University Mock Trial October 2013 - Present
Union Bank March 2015 - August 2015
Union Bank July 2013 - March 2015
Law Offices of M. Jude Egan May 2013 - August 2013
Union Bank October 2012 - July 2013
The Home Depot April 2011 - October 2012
The Home Depot August 2009 - April 2011
Wild Rivers Water Park June 2009 - August 2009
Skills
Customer Service, Operations Processes, Reports Analysis, Google Sites, Apple Products, Microsoft Office, Cash Management, Sales, Public Speaking, 65+ WPM, 10 Key Touch, Office Management, Legal Documents, Microsoft Word, PowerPoint, Microsoft Excel, Teaching, Telephone Skills, Data Entry, Research, Conflict Resolution, Teamwork, Community Outreach, Time Management, Social Media, Social Networking, Event Planning, Leadership
Education
California Polytechnic State University-San Luis Obispo 2011 — 2013
Bachelor of Arts (B.A.), Political Science- Pre Law, 3.0
Fullerton College 2009 — 2010
Associate of Arts (A.A.), Social Sciences, 3.4
Fullerton College 2009 — 2010
Associate of Science (A.S.), Science and Mathematics, 3.4
Wagner College 2008 — 2009
3.67
Abhimanyu Karki, CPA Abhimanyu Karki, CPA's Union Bank Experience September 2014 - Present
Job Financial Analyst at Union Bank
Industry Accounting
Experience
Union Bank September 2014 - Present
PwC August 2011 - August 2014
Lift International January 2010 - July 2011
Brigham Young University August 2009 - May 2010
Skills
Accounting, Financial Analysis, Financial Reporting, US GAAP, Auditing, Financial Modeling, SEC filings, CPA, Internal Controls, GAAP, Revenue Recognition, External Audit, Tax
Education
Brigham Young University 2007 — 2010
BS, Accountancy
Union Bank September 2014 - Present
PwC August 2011 - August 2014
Lift International January 2010 - July 2011
Brigham Young University August 2009 - May 2010
Skills
Accounting, Financial Analysis, Financial Reporting, US GAAP, Auditing, Financial Modeling, SEC filings, CPA, Internal Controls, GAAP, Revenue Recognition, External Audit, Tax
Education
Brigham Young University 2007 — 2010
BS, Accountancy
Kim Wohlleb Kim Wohlleb's Union Bank Experience June 2009 - August 2009
Job Jr. Account Executive at Airbnb
Industry Consumer Goods
Experience
Airbnb October 2012 - Present
News America Marketing July 2011 - November 2012
Aerotek June 2010 - August 2010
Union Bank June 2009 - August 2009
Skills
Marketing, Market Research, Integrated Marketing, Advertising, Online Advertising, Account Management, Marketing Research, Facebook, Marketing Strategy, Sales, Marketing Communications
Education
California Polytechnic State University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science Business, Marketing
CEA Global Education Study Abroad Program- Florence Italy 2009 — 2009
Airbnb October 2012 - Present
News America Marketing July 2011 - November 2012
Aerotek June 2010 - August 2010
Union Bank June 2009 - August 2009
Skills
Marketing, Market Research, Integrated Marketing, Advertising, Online Advertising, Account Management, Marketing Research, Facebook, Marketing Strategy, Sales, Marketing Communications
Education
California Polytechnic State University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science Business, Marketing
CEA Global Education Study Abroad Program- Florence Italy 2009 — 2009
Max Feldman Max Feldman's Union Bank Experience September 2011 - August 2014
Job Teacher at Gonzales Unified School District
Industry Banking
Experience
Gonzales Unified School District August 2015 - Present
Wells Fargo August 2014 - August 2015
Union Bank September 2011 - August 2014
CarMax July 2009 - September 2011
Union Bank January 2008 - April 2009
Union Bank January 2007 - January 2008
Circuit City January 2002 - December 2006
Skills
Public Relations, Event Planning, Community Outreach, Strategic Planning, Marketing, Public Speaking, Event Management, Nonprofits, Fundraising, Sales
Education
California State University of Monterey Bay
Master of Business Administration (MBA)
California State University-Monterey Bay
B.S. Business, Marketing
Leadership Monterey Peninsula 2012 — 2013
Brandman University, Part of the Chapman University System 2010 — 2016
California Single Subject Teaching Credential, Business and Foundational Level Science
Gonzales Unified School District August 2015 - Present
Wells Fargo August 2014 - August 2015
Union Bank September 2011 - August 2014
CarMax July 2009 - September 2011
Union Bank January 2008 - April 2009
Union Bank January 2007 - January 2008
Circuit City January 2002 - December 2006
Skills
Public Relations, Event Planning, Community Outreach, Strategic Planning, Marketing, Public Speaking, Event Management, Nonprofits, Fundraising, Sales
Education
California State University of Monterey Bay
Master of Business Administration (MBA)
California State University-Monterey Bay
B.S. Business, Marketing
Leadership Monterey Peninsula 2012 — 2013
Brandman University, Part of the Chapman University System 2010 — 2016
California Single Subject Teaching Credential, Business and Foundational Level Science
Alma Mathes Alma Mathes's Union Bank Experience 2012 - 2013
Job Pipeline Manager at Prospect Mortgage, LLC
Industry Banking
Experience
Prospect Mortgage, LLC January 2015 - Present
New American Funding June 2014 - December 2014
Bank of America April 2013 - May 2014
Union Bank 2012 - 2013
Bank of America (formerly Countrywide) May 2008 - January 2012
WaMu October 2006 - April 2008
Self Employed May 2005 - October 2006
WaMu May 2004 - March 2005
Citi (merged with Associates 2001) July 2001 - April 2003
The Associates Financial/Citifinancial November 1991 - April 2001
Skills
Bilingual, Processing, Loan Origination, Mortgage Lending, Underwriting, Credit, Refinance, Residential Mortgages, FHA financing, Credit Analysis, Risk Management, Loan Servicing, Financial Analysis, Credit Risk, DU, LP, Purchases, Non Conforming, Streamlines, VA loans, Making Home Affordable, Calyx Point, Encompass, Jumbos, Financial Services, Mortgage Underwriting, Mortgage Servicing, Government Loans, Real Estate, Non-Conforming, Loans, FHA Financing, VA Loans
Education
Brooks College 1986 — 1988
AA, Merchandising & Marketing
Prospect Mortgage, LLC January 2015 - Present
New American Funding June 2014 - December 2014
Bank of America April 2013 - May 2014
Union Bank 2012 - 2013
Bank of America (formerly Countrywide) May 2008 - January 2012
WaMu October 2006 - April 2008
Self Employed May 2005 - October 2006
WaMu May 2004 - March 2005
Citi (merged with Associates 2001) July 2001 - April 2003
The Associates Financial/Citifinancial November 1991 - April 2001
Skills
Bilingual, Processing, Loan Origination, Mortgage Lending, Underwriting, Credit, Refinance, Residential Mortgages, FHA financing, Credit Analysis, Risk Management, Loan Servicing, Financial Analysis, Credit Risk, DU, LP, Purchases, Non Conforming, Streamlines, VA loans, Making Home Affordable, Calyx Point, Encompass, Jumbos, Financial Services, Mortgage Underwriting, Mortgage Servicing, Government Loans, Real Estate, Non-Conforming, Loans, FHA Financing, VA Loans
Education
Brooks College 1986 — 1988
AA, Merchandising & Marketing
Koral Ortiz's Union Bank Experience May 2011 - May 2013
Job at Russell Investments
Industry Investment Management
Experience
Russell Investments June 2013 - Present
Union Bank May 2011 - May 2013
Ashford University 2011 - 2011
Santa Cruz County Bank March 2009 - December 2010
Wells Fargo January 2008 - March 2009
Skills
Office Management, International Meeting..., Investment Research..., Business Travel..., Outlook, PowerPoint, Microsoft Excel, Bookkeeping, QuickBooks, Banking, Customer Service, Microsoft Office, Microsoft Word, Leadership, Small Business, Time Management, Management, Accounting, Financial Analysis, Investments, Finance
Education
San Diego State University-California State University 2015 — 2017
Bachelor of Business Administration (B.B.A.)
San Diego Mesa College 2012 — 2015
Associate of Science (A.S.), Business Administration and Management, General
San Diego City College 2012 — 2012
Certificate of Performance, Small Business Bookkeeping, 4.0
Cal Poly San Luis Obispo 2005 — 2006
Architecture, 3.7
Russell Investments June 2013 - Present
Union Bank May 2011 - May 2013
Ashford University 2011 - 2011
Santa Cruz County Bank March 2009 - December 2010
Wells Fargo January 2008 - March 2009
Skills
Office Management, International Meeting..., Investment Research..., Business Travel..., Outlook, PowerPoint, Microsoft Excel, Bookkeeping, QuickBooks, Banking, Customer Service, Microsoft Office, Microsoft Word, Leadership, Small Business, Time Management, Management, Accounting, Financial Analysis, Investments, Finance
Education
San Diego State University-California State University 2015 — 2017
Bachelor of Business Administration (B.B.A.)
San Diego Mesa College 2012 — 2015
Associate of Science (A.S.), Business Administration and Management, General
San Diego City College 2012 — 2012
Certificate of Performance, Small Business Bookkeeping, 4.0
Cal Poly San Luis Obispo 2005 — 2006
Architecture, 3.7
Arcides Ace Amaya Arcides Ace Amaya's Union Bank Experience March 2011 - December 2012
Job Business Relationship Manager
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Meridian Foods LLC June 2006 - Present
Mission Valley Bank January 2013 - September 2013
Union Bank March 2011 - December 2012
JPMorgan Chase August 2009 - February 2011
Latino Business Association 2009 - 2010
Gamma Zeta Alpha 2006 - 2010
Verizon Wireless December 2007 - January 2009
Skills
Banking, Strategic Planning, Customer Service, Sales Management, Credit, Cross Selling, Mortgage Lending, Business Development, Loans, Public Speaking, Policy, Economics, Sales, Real Estate
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Marketing
University of California, Santa Barbara 2006 — 2010
B.A., Political Science
JPMorgan Chase September 2013 - Present
Meridian Foods LLC June 2006 - Present
Mission Valley Bank January 2013 - September 2013
Union Bank March 2011 - December 2012
JPMorgan Chase August 2009 - February 2011
Latino Business Association 2009 - 2010
Gamma Zeta Alpha 2006 - 2010
Verizon Wireless December 2007 - January 2009
Skills
Banking, Strategic Planning, Customer Service, Sales Management, Credit, Cross Selling, Mortgage Lending, Business Development, Loans, Public Speaking, Policy, Economics, Sales, Real Estate
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Marketing
University of California, Santa Barbara 2006 — 2010
B.A., Political Science
Becky Sandidge Becky Sandidge's Union Bank Experience April 2013 - Present
Job Financial Planning & Analysis Manager at Union Bank
Industry Banking
Experience
Union Bank April 2013 - Present
Union Bank October 2012 - January 2013
Bank of America January 2002 - August 2012
Luminent, Inc. September 2000 - December 2001
eNutrition, Inc. July 1999 - September 2000
DELOITTE & TOUCHE LLP February 1997 - June 1999
Skills
CPA, inactive, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Experienced with..., Budgets, Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Financial Accounting, Management, Regulatory Submissions, Accounting System, Analysis, Outlook, PowerPoint, Accounting, CPA, Auditing, Variance Analysis, Process Improvement
Education
California Lutheran University 1992 — 1994
Master of Business Administration, Finance & Accounting
Union Bank April 2013 - Present
Union Bank October 2012 - January 2013
Bank of America January 2002 - August 2012
Luminent, Inc. September 2000 - December 2001
eNutrition, Inc. July 1999 - September 2000
DELOITTE & TOUCHE LLP February 1997 - June 1999
Skills
CPA, inactive, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Experienced with..., Budgets, Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Financial Accounting, Management, Regulatory Submissions, Accounting System, Analysis, Outlook, PowerPoint, Accounting, CPA, Auditing, Variance Analysis, Process Improvement
Education
California Lutheran University 1992 — 1994
Master of Business Administration, Finance & Accounting
Barbara Hiehle Barbara Hiehle's Union Bank Experience 1976 - 2008
Job Executive Vice President at Union Bank of California
Industry Banking
Experience
Union Bank of California August 1976 - December 2008
Union Bank 1976 - 2008
Education
California Polytechnic State University-San Luis Obispo
BS, Polictical Science/Business
Union Bank of California August 1976 - December 2008
Union Bank 1976 - 2008
Education
California Polytechnic State University-San Luis Obispo
BS, Polictical Science/Business
Carol C. Carlile Carol C. Carlile's Union Bank Experience 1980 - 1996
Job Managing Director Practice Development at Holthouse Carlin & Van Trigt LLP
Industry Accounting
Experience
Holthouse Carlin & Van Trigt LLP January 2013 - Present
KPMG November 1998 - October 2012
Union Bank 1980 - 1996
Skills
Marketing Strategy, Relationship Management, Account Management, Business Development, Strategic Account Growth, Sales Management, Strategic Planning, Program Development, Training, Marketing, Enterprise Risk..., Start-ups, Auditing, Private Equity, Finance, Risk Management, Business Planning, Cash Management, Internal Audit, External Audit, SEC filings, Accounting, Management Consulting, Strategy, Sarbanes-Oxley Act, Credit, Management, Program Management, Mergers & Acquisitions, Business Process..., Financial Analysis
Education
Cal Poly San Luis Obispo
Holthouse Carlin & Van Trigt LLP January 2013 - Present
KPMG November 1998 - October 2012
Union Bank 1980 - 1996
Skills
Marketing Strategy, Relationship Management, Account Management, Business Development, Strategic Account Growth, Sales Management, Strategic Planning, Program Development, Training, Marketing, Enterprise Risk..., Start-ups, Auditing, Private Equity, Finance, Risk Management, Business Planning, Cash Management, Internal Audit, External Audit, SEC filings, Accounting, Management Consulting, Strategy, Sarbanes-Oxley Act, Credit, Management, Program Management, Mergers & Acquisitions, Business Process..., Financial Analysis
Education
Cal Poly San Luis Obispo
Robert (Bob) Fox, CIMA Robert (Bob) Fox, CIMA's Union Bank Experience March 2012 - Present
Job Managing Director, Union Bank Investment Services
Industry Financial Services
Experience
Union Bank March 2012 - Present
Wedbush Morgan Securities October 2008 - March 2012
Wells Fargo Advisors, LLC 2004 - 2008
Morgan Stanley Dean Witter 1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert 1987 - 1992
Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst
University of San Diego
Master of Science (MS), Executive Leadership (MSEL)
Union Bank March 2012 - Present
Wedbush Morgan Securities October 2008 - March 2012
Wells Fargo Advisors, LLC 2004 - 2008
Morgan Stanley Dean Witter 1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert 1987 - 1992
Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst
University of San Diego
Master of Science (MS), Executive Leadership (MSEL)
Steve Michael Stec CPA CIA MBA Steve Michael Stec CPA CIA MBA's Union Bank Experience August 2012 - January 2013
Job Vice President Sr. Internal Auditor at City National Bank
Industry Financial Services
Experience
City National Bank August 2015 - Present
Steve M Stec CPA CIA MBA Consulting July 2009 - Present
First American Financial Corporation March 2015 - August 2015
Opus Bank June 2013 - February 2015
Quality Systems, Inc February 2013 - May 2013
Union Bank August 2012 - January 2013
Lender Processing Services, Inc. (LPS) December 2011 - June 2012
Bank of the West May 2011 - December 2011
Experian February 2011 - May 2011
IMPAC August 2009 - February 2011
Skills
SOX, Audit, Financial Reporting, Enterprise Risk..., Financial Analysis, Compliance, Risk Management, Fraud, SEC reporting, Internal Audit, Internal Controls, Risk, Auditing, Risk Assessment, Process Improvement, TeamMate, ACL, Internal Audit..., US GAAP, Cost Analysis, Cost Accounting, Federal Acquisition..., Communication Skills, TQM, Six Sigma, Supply Chain Management, COSO, Policy & Procedures..., Loss Prevention, CIA, CPA, Contract Management, Retail Banking, Dodd-Frank Act, Branch Management, Regulatory Reporting, Regulatory Requirements, Operational Audit, Financial Audit, Compliance Audits, Public Acccounting, Contract Compliance, Special Projects, Mortgage Lending, Mortgage Servicing, Controls Testing, Revenue Cycle, Financial Services, Government Contracts, Government Procurement
Education
Bowling Green State University
BSBA, Accounting
Bowling Green State University
Bachelor of Science; BSBA, Business Administration
Cleveland State University
MBA, Finance
Cleveland State UniversityOhio
Master of Business Administration (MBA), Finance, General
St. Peter's High School
yes, college prep
University of California, Irvine
certificates, contract management; government contract management
Walsh University
pre-optometry
City National Bank August 2015 - Present
Steve M Stec CPA CIA MBA Consulting July 2009 - Present
First American Financial Corporation March 2015 - August 2015
Opus Bank June 2013 - February 2015
Quality Systems, Inc February 2013 - May 2013
Union Bank August 2012 - January 2013
Lender Processing Services, Inc. (LPS) December 2011 - June 2012
Bank of the West May 2011 - December 2011
Experian February 2011 - May 2011
IMPAC August 2009 - February 2011
Skills
SOX, Audit, Financial Reporting, Enterprise Risk..., Financial Analysis, Compliance, Risk Management, Fraud, SEC reporting, Internal Audit, Internal Controls, Risk, Auditing, Risk Assessment, Process Improvement, TeamMate, ACL, Internal Audit..., US GAAP, Cost Analysis, Cost Accounting, Federal Acquisition..., Communication Skills, TQM, Six Sigma, Supply Chain Management, COSO, Policy & Procedures..., Loss Prevention, CIA, CPA, Contract Management, Retail Banking, Dodd-Frank Act, Branch Management, Regulatory Reporting, Regulatory Requirements, Operational Audit, Financial Audit, Compliance Audits, Public Acccounting, Contract Compliance, Special Projects, Mortgage Lending, Mortgage Servicing, Controls Testing, Revenue Cycle, Financial Services, Government Contracts, Government Procurement
Education
Bowling Green State University
BSBA, Accounting
Bowling Green State University
Bachelor of Science; BSBA, Business Administration
Cleveland State University
MBA, Finance
Cleveland State UniversityOhio
Master of Business Administration (MBA), Finance, General
St. Peter's High School
yes, college prep
University of California, Irvine
certificates, contract management; government contract management
Walsh University
pre-optometry
Brian Poetschlag's Union Bank Experience September 2012 - July 2013
Job Mortgage Banker at Chase
Industry Real Estate
Experience
Chase July 2013 - Present
Union Bank September 2012 - July 2013
Wells Fargo October 2007 - August 2012
SWC Financial 2005 - 2007
First Street Financial, Inc. 2003 - 2004
Chadwick Mortgage 2002 - 2003
Skills
Microsoft Office, Customer Service, Outlook, Public Speaking, Sales Management, Problem Solving, Retuning Phone Calls, Answering the phone, Pre-qualifying Home..., Residential Mortgages, Mortgage Lending, Mortgage Banking, Budgets, Loans, Finance, Tax Returns, First Time Home Buyers, Refinance, Teaching, Research, Microsoft Excel, PowerPoint, English, Microsoft Word, Windows, Networking, Baseball
Education
California Coast University
BS Business Management, Business, Management, Marketing, and Related Support Services
Cypress College 2000 — 2001
Business Administration and Management, General
magnolia high school 1996 — 2000
High School Diploma, General
Chase July 2013 - Present
Union Bank September 2012 - July 2013
Wells Fargo October 2007 - August 2012
SWC Financial 2005 - 2007
First Street Financial, Inc. 2003 - 2004
Chadwick Mortgage 2002 - 2003
Skills
Microsoft Office, Customer Service, Outlook, Public Speaking, Sales Management, Problem Solving, Retuning Phone Calls, Answering the phone, Pre-qualifying Home..., Residential Mortgages, Mortgage Lending, Mortgage Banking, Budgets, Loans, Finance, Tax Returns, First Time Home Buyers, Refinance, Teaching, Research, Microsoft Excel, PowerPoint, English, Microsoft Word, Windows, Networking, Baseball
Education
California Coast University
BS Business Management, Business, Management, Marketing, and Related Support Services
Cypress College 2000 — 2001
Business Administration and Management, General
magnolia high school 1996 — 2000
High School Diploma, General
Jon Killam Jon Killam's Union Bank Experience December 2012 - February 2013
Job Senior Information Security Specialist at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust July 2013 - Present
Bank of Hawaii March 2013 - April 2013
Union Bank December 2012 - February 2013
Santa Barbara Bank & Trust February 2011 - December 2012
Ben Ewart Fine Carpentry March 2008 - January 2011
Montecito Bank & Trust December 2005 - February 2008
Santa Barbara Bank & Trust June 2001 - August 2005
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Banking, Financial Risk, Risk Assessment, Surfing, Awesomeness, Analysis, Process Improvement, Budgets, Acoustic Guitar, Management, Singing, Parenting, Project Planning, Information Security
Education
Cal Poly San Luis Obispo 1997 — 2000
BS, Business/Finance
Montecito Bank & Trust July 2013 - Present
Bank of Hawaii March 2013 - April 2013
Union Bank December 2012 - February 2013
Santa Barbara Bank & Trust February 2011 - December 2012
Ben Ewart Fine Carpentry March 2008 - January 2011
Montecito Bank & Trust December 2005 - February 2008
Santa Barbara Bank & Trust June 2001 - August 2005
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Banking, Financial Risk, Risk Assessment, Surfing, Awesomeness, Analysis, Process Improvement, Budgets, Acoustic Guitar, Management, Singing, Parenting, Project Planning, Information Security
Education
Cal Poly San Luis Obispo 1997 — 2000
BS, Business/Finance
Susan Brilliant Susan Brilliant's Union Bank Experience 1985 - 1992
Job Project Manager III at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2008 - Present
Kaiser Permanente April 2006 - July 2008
UCLA October 2004 - January 2006
MemorialCare Health System July 1998 - September 2004
Lown Cardiovascular Research Foundation August 1997 - June 1998
Massachusetts General Hospital July 1995 - August 1997
Harvard University March 1992 - 1993
Union Bank 1985 - 1992
Skills
Healthcare Information..., EHR, Epic Systems, HIPAA, Healthcare Management, Healthcare, CPOE, Data Analysis, Hospitals, Visio, EMR, Cross-functional Team..., Non-profit Leadership, Performance Management, Non-profit Board..., Strategy, Leadership, Analysis, Revenue Cycle, Medicare, Clinical Research, Training, Policy
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Public & Non-Profit Management
California State University-Northridge 1979 — 1985
BS, Business Administration - Finance
Københavns Universitet 1983 — 1984
Certificate, International Business
Kaiser Permanente July 2008 - Present
Kaiser Permanente April 2006 - July 2008
UCLA October 2004 - January 2006
MemorialCare Health System July 1998 - September 2004
Lown Cardiovascular Research Foundation August 1997 - June 1998
Massachusetts General Hospital July 1995 - August 1997
Harvard University March 1992 - 1993
Union Bank 1985 - 1992
Skills
Healthcare Information..., EHR, Epic Systems, HIPAA, Healthcare Management, Healthcare, CPOE, Data Analysis, Hospitals, Visio, EMR, Cross-functional Team..., Non-profit Leadership, Performance Management, Non-profit Board..., Strategy, Leadership, Analysis, Revenue Cycle, Medicare, Clinical Research, Training, Policy
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Public & Non-Profit Management
California State University-Northridge 1979 — 1985
BS, Business Administration - Finance
Københavns Universitet 1983 — 1984
Certificate, International Business
Sam Steadman's Union Bank Experience June 1996 - December 1998
Job Silver Smith Instructor at Sundance Partners Ltd
Industry Fine Art
Experience
Sundance Partners Ltd August 2013 - Present
Mountain View High School March 2012 - Present
Bipolar Art and Jewelry March 2012 - Present
Out N Back 1995 - 2008
Union Bank June 1996 - December 1998
Church of Jesus Christ of Latter-day Saints, Texas Ft. Worth Mission 1993 - 1994
Skills
Sculpture, Art Education, Handmade Jewelry, Jewelry, Figurative Art, Studio Art, Mixed Media, Collage, Acrylic, Modern Art, Galleries, Oil Painting, Contemporary Art, Abstraction, Watercolor, Visual Arts, Fine Art, Clay, Art History, Ceramic, Art
Education
BYU 2009 — 2011
Master of Arts (MA), Art Education
BYU 1999 — 2000
Bachelor of Arts (B.A.), Art Education
Sundance Partners Ltd August 2013 - Present
Mountain View High School March 2012 - Present
Bipolar Art and Jewelry March 2012 - Present
Out N Back 1995 - 2008
Union Bank June 1996 - December 1998
Church of Jesus Christ of Latter-day Saints, Texas Ft. Worth Mission 1993 - 1994
Skills
Sculpture, Art Education, Handmade Jewelry, Jewelry, Figurative Art, Studio Art, Mixed Media, Collage, Acrylic, Modern Art, Galleries, Oil Painting, Contemporary Art, Abstraction, Watercolor, Visual Arts, Fine Art, Clay, Art History, Ceramic, Art
Education
BYU 2009 — 2011
Master of Arts (MA), Art Education
BYU 1999 — 2000
Bachelor of Arts (B.A.), Art Education
Brandi Hanover's Union Bank Experience June 2015 - Present
Job Director, Shared Services Manager (Integrated Sales and Service Group) at Union Bank
Industry Financial Services
Experience
Union Bank June 2015 - Present
Union Bank November 2012 - Present
Bank of America May 2007 - October 2012
Countrywide Financial Corporation 2007 - 2009
Jabil Circuit 2003 - 2006
Verizon 2002 - 2003
Skills
Management, Project Management, Leadership, Strategic Planning, Strategy, Organizational Change..., Process Improvement, Cross-functional Team..., Executive Management, Sales, Business Development, Banking, Change Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Marketing
California Polytechnic State University-San Luis Obispo
BS, Marketing, Economics
Union Bank June 2015 - Present
Union Bank November 2012 - Present
Bank of America May 2007 - October 2012
Countrywide Financial Corporation 2007 - 2009
Jabil Circuit 2003 - 2006
Verizon 2002 - 2003
Skills
Management, Project Management, Leadership, Strategic Planning, Strategy, Organizational Change..., Process Improvement, Cross-functional Team..., Executive Management, Sales, Business Development, Banking, Change Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Marketing
California Polytechnic State University-San Luis Obispo
BS, Marketing, Economics
Terri Ragan Terri Ragan's Union Bank Experience January 2011 - Present
Job VPProgram Manager/ Project Manager at Union Bank
Industry Banking
Experience
Union Bank January 2011 - Present
Holistic Business Management November 2003 - February 2012
Dendreon January 2011 - November 2011
Jones Lang LaSalle February 2008 - January 2011
Plus One January 2003 - February 2008
Education
California Lutheran University
MBA, Financial Planning
California State Univeristy-Northridge
BS, Business- Marketing
Union Bank January 2011 - Present
Holistic Business Management November 2003 - February 2012
Dendreon January 2011 - November 2011
Jones Lang LaSalle February 2008 - January 2011
Plus One January 2003 - February 2008
Education
California Lutheran University
MBA, Financial Planning
California State Univeristy-Northridge
BS, Business- Marketing
Robert Poythress's Union Bank Experience 1996 - 1997
Job Mayor of City of Madera
Industry Banking
Experience
Madera City Council December 2010 - Present
Madera Community Hospital 2008 - Present
Citizens Business Bank February 2005 - Present
Madera County Economic Development Commission 2004 - Present
Bank of Madera County July 1999 - February 2005
Union Bank 1996 - 1997
ValliWide Bank May 1990 - November 1996
Skills
Commercial Lending, Small Business Lending, Forecasting, Mortgage Lending, Commercial Banking, Retail Banking, Consumer Lending, Credit Risk, Finance, Real Estate, Cash Management, Investments, SBA, Business Planning, Risk Management, Mortgage Banking, Small Business, Investment Properties, Loan Origination, Sales, Treasury Management, Business Development, Leadership, New Business Development, Selling
Education
Pacific Coast Banking School 1996 — 1998
graduate, banking
California Polytechnic State University-San Luis Obispo 1974 — 1978
B.S., Agricultural Business Management
Madera City Council December 2010 - Present
Madera Community Hospital 2008 - Present
Citizens Business Bank February 2005 - Present
Madera County Economic Development Commission 2004 - Present
Bank of Madera County July 1999 - February 2005
Union Bank 1996 - 1997
ValliWide Bank May 1990 - November 1996
Skills
Commercial Lending, Small Business Lending, Forecasting, Mortgage Lending, Commercial Banking, Retail Banking, Consumer Lending, Credit Risk, Finance, Real Estate, Cash Management, Investments, SBA, Business Planning, Risk Management, Mortgage Banking, Small Business, Investment Properties, Loan Origination, Sales, Treasury Management, Business Development, Leadership, New Business Development, Selling
Education
Pacific Coast Banking School 1996 — 1998
graduate, banking
California Polytechnic State University-San Luis Obispo 1974 — 1978
B.S., Agricultural Business Management
John Bubenheim John Bubenheim's Union Bank Experience January 1990 - January 2000
Job Consulting IT Specialist at IBM
Industry Information Technology and Services
Experience
IBM January 2000 - Present
Union Bank January 1990 - January 2000
B.Braun (formerly Kendall-McGaw Laboratories) June 1988 - January 1990
DB Schenker (formerly Burlington Air Express) June 1985 - June 1988
Arrow Electronics (formerly Kierulff Electronics/Ducommun Data Systems) April 1984 - June 1985
Transamerica July 1983 - April 1984
USMC 1979 - 1983
Skills
Data Warehousing, Business Intelligence, Enterprise Architecture, Decision Analysis, Enterprise Modernization, Linux, zOS Systems Programming, zVM Systems Programming, Linux on System z, Performance Management, Performance Analysis, Performance Tuning, Capacity Management, Capacity Analysis, Capacity Planning, REXX, VM/CMS, IBM Assembler, IBM Mainframe, IBM Storage, DFSORT, SMS, Cognos, SPSS, Suse, RedHat, Ubuntu, Debian, CentOS, Fedora, Tivoli, Omegamon, IBM Tivoli Monitoring, Netcool, IBM Tivoli, Mainframe, z/OS, Enterprise Software, MVS, Systems Programming
Education
Marist College 2008 — 2010
MS
California Coast University 1993 — 1997
BS
IBM January 2000 - Present
Union Bank January 1990 - January 2000
B.Braun (formerly Kendall-McGaw Laboratories) June 1988 - January 1990
DB Schenker (formerly Burlington Air Express) June 1985 - June 1988
Arrow Electronics (formerly Kierulff Electronics/Ducommun Data Systems) April 1984 - June 1985
Transamerica July 1983 - April 1984
USMC 1979 - 1983
Skills
Data Warehousing, Business Intelligence, Enterprise Architecture, Decision Analysis, Enterprise Modernization, Linux, zOS Systems Programming, zVM Systems Programming, Linux on System z, Performance Management, Performance Analysis, Performance Tuning, Capacity Management, Capacity Analysis, Capacity Planning, REXX, VM/CMS, IBM Assembler, IBM Mainframe, IBM Storage, DFSORT, SMS, Cognos, SPSS, Suse, RedHat, Ubuntu, Debian, CentOS, Fedora, Tivoli, Omegamon, IBM Tivoli Monitoring, Netcool, IBM Tivoli, Mainframe, z/OS, Enterprise Software, MVS, Systems Programming
Education
Marist College 2008 — 2010
MS
California Coast University 1993 — 1997
BS
Matt Rasmussen Matt Rasmussen's Union Bank Experience 2009 - August 2012
Job Lead Sr. Financial Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente August 2012 - Present
Union Bank 2009 - August 2012
Novogradac & Company LLP 2004 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, GAAP, Due Diligence, Sarbanes-Oxley Act, CPA, Tax, Investments, Asset Management
Education
Brigham Young University 2000 — 2004
MASTERS OF ACCOUNTANCY/B.S. ACCOUNTING, Accounting and Finance
Kaiser Permanente August 2012 - Present
Union Bank 2009 - August 2012
Novogradac & Company LLP 2004 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, GAAP, Due Diligence, Sarbanes-Oxley Act, CPA, Tax, Investments, Asset Management
Education
Brigham Young University 2000 — 2004
MASTERS OF ACCOUNTANCY/B.S. ACCOUNTING, Accounting and Finance
Sandra Fajardo Sandra Fajardo's Union Bank Experience May 2005 - February 2007
Job Office Assistant III at County of Riverside
Industry Government Administration
Experience
County of Riverside March 2015 - Present
Chase April 2009 - June 2014
Beneficial Credit February 2007 - January 2009
Union Bank May 2005 - February 2007
Robinsons May September 2004 - January 2005
Skills
Management, Sales, Customer Service, Cashiering, Clerical Skills, Hiring Practices, Employee Training, Data Entry, Spreadsheets, Time Management
Education
California Baptist University 2013 — 2015
Bachelor of Science (B.S.), Accounting
California State University-San Bernardino 2001 — 2010
Mathematics/Accounting
California State Polytechnic University-Pomona 2004 — 2007
Civil Engineering
County of Riverside March 2015 - Present
Chase April 2009 - June 2014
Beneficial Credit February 2007 - January 2009
Union Bank May 2005 - February 2007
Robinsons May September 2004 - January 2005
Skills
Management, Sales, Customer Service, Cashiering, Clerical Skills, Hiring Practices, Employee Training, Data Entry, Spreadsheets, Time Management
Education
California Baptist University 2013 — 2015
Bachelor of Science (B.S.), Accounting
California State University-San Bernardino 2001 — 2010
Mathematics/Accounting
California State Polytechnic University-Pomona 2004 — 2007
Civil Engineering
Adrienne Napier Adrienne Napier's Union Bank Experience August 2013 - August 2015
Job Human Resources Professional
Industry Human Resources
Experience
Union Bank August 2013 - August 2015
Warner Bros. Entertainment Group of Companies June 2013 - June 2013
CODA Holdings, Inc. July 2011 - December 2012
U.S. Census Bureau March 2009 - June 2010
Morgan Search March 2007 - February 2008
Skills
College Recruiting, Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Interviews, Employee Relations, Screening, Human Resources, Start-ups, Team Building, Networking, Leadership, Training, Talent Management, Taleo, New Business Development, Internet Recruiting, Employee Training, Staffing Services, Resume Writing, Performance Management, Executive Search, Employee Benefits, Temporary Staffing, Cold Calling, Contract Recruitment, Onboarding, Hiring, Permanent Placement, Payroll, Workforce Planning, Recruitment Advertising, Strategic Sourcing, Finance, Vendor Management, Performance Appraisal
Education
California State Polytechnic University-Pomona
Bachelor of Science, Hotel and Restaurant Management
Union Bank August 2013 - August 2015
Warner Bros. Entertainment Group of Companies June 2013 - June 2013
CODA Holdings, Inc. July 2011 - December 2012
U.S. Census Bureau March 2009 - June 2010
Morgan Search March 2007 - February 2008
Skills
College Recruiting, Talent Acquisition, Recruiting, Sourcing, Applicant Tracking..., Interviews, Employee Relations, Screening, Human Resources, Start-ups, Team Building, Networking, Leadership, Training, Talent Management, Taleo, New Business Development, Internet Recruiting, Employee Training, Staffing Services, Resume Writing, Performance Management, Executive Search, Employee Benefits, Temporary Staffing, Cold Calling, Contract Recruitment, Onboarding, Hiring, Permanent Placement, Payroll, Workforce Planning, Recruitment Advertising, Strategic Sourcing, Finance, Vendor Management, Performance Appraisal
Education
California State Polytechnic University-Pomona
Bachelor of Science, Hotel and Restaurant Management
Kaitlyn Froling Kaitlyn Froling's Union Bank Experience October 2005 - Present
Job Finacial Services Officer at Union Bank
Industry Banking
Experience
Union Bank October 2005 - Present
Cheergyms.com June 2004 - April 2007
Skills
Loans, Credit, Banking, Commercial Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Loan Origination, Portfolio Management, Cash Management, Management, Sales, Team Leadership, Organization, Multi Tasking, Time Management, Operations Management
Education
Cabrillo College 2004 — 2006
general education
Soquel High 2000 — 2004
general education
Union Bank October 2005 - Present
Cheergyms.com June 2004 - April 2007
Skills
Loans, Credit, Banking, Commercial Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Loan Origination, Portfolio Management, Cash Management, Management, Sales, Team Leadership, Organization, Multi Tasking, Time Management, Operations Management
Education
Cabrillo College 2004 — 2006
general education
Soquel High 2000 — 2004
general education
Carolyn Ferreira Carolyn Ferreira's Union Bank Experience June 2009 - June 2012
Job Account Manager, LinkedIn Marketing Solutions
Industry Internet
Experience
LinkedIn May 2015 - Present
GraphScience July 2014 - May 2015
Total Wine & More June 2013 - August 2013
Union Bank June 2009 - June 2012
Union Bank June 2008 - June 2009
Skills
Strategy, Marketing Strategy, Financial Analysis, E-commerce, Facebook Marketing, Digital Marketing, Analytics, Management, Social Media Marketing, Business Strategy, Product Management, Competitive Analysis, Account Management, Financial Modeling, Analysis, SEO, Management Consulting, Marketing, Strategic Financial..., Ad Tech
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial Management & Marketing
INSEAD 2014 — 2014
Master of Business Administration (M.B.A.), International Exchange Program
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Business Administration
LinkedIn May 2015 - Present
GraphScience July 2014 - May 2015
Total Wine & More June 2013 - August 2013
Union Bank June 2009 - June 2012
Union Bank June 2008 - June 2009
Skills
Strategy, Marketing Strategy, Financial Analysis, E-commerce, Facebook Marketing, Digital Marketing, Analytics, Management, Social Media Marketing, Business Strategy, Product Management, Competitive Analysis, Account Management, Financial Modeling, Analysis, SEO, Management Consulting, Marketing, Strategic Financial..., Ad Tech
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial Management & Marketing
INSEAD 2014 — 2014
Master of Business Administration (M.B.A.), International Exchange Program
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Business Administration
Patrick Erdmann's Union Bank Experience February 2014 - July 2014
Job AVP, Data Control Manager at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG Americas July 2014 - Present
Union Bank February 2014 - July 2014
Union Bank July 2012 - February 2014
Cal Poly Corporation September 2009 - July 2012
Union Bank June 2011 - September 2011
Enterprise Rent-A-Car June 2010 - September 2010
Michael Brandman Associates June 2007 - September 2008
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BS, Business; Finance
Villa Park High School 2004 — 2008
MUFG Americas July 2014 - Present
Union Bank February 2014 - July 2014
Union Bank July 2012 - February 2014
Cal Poly Corporation September 2009 - July 2012
Union Bank June 2011 - September 2011
Enterprise Rent-A-Car June 2010 - September 2010
Michael Brandman Associates June 2007 - September 2008
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BS, Business; Finance
Villa Park High School 2004 — 2008
Marcia Schaefer Marcia Schaefer's Union Bank Experience March 2012 - Present
Job Senior Underwriter at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
California Bank & Trust September 2010 - March 2012
Discovery Bank March 2005 - November 2008
Bank of California (now Union Bank of California) October 1986 - October 1996
Education
University of California, Riverside 2000 — 2002
Literature and Writing
Boston University 1978 — 1982
Santa Fe High School
Union Bank March 2012 - Present
California Bank & Trust September 2010 - March 2012
Discovery Bank March 2005 - November 2008
Bank of California (now Union Bank of California) October 1986 - October 1996
Education
University of California, Riverside 2000 — 2002
Literature and Writing
Boston University 1978 — 1982
Santa Fe High School
Zahid Anwar Zahid Anwar's Union Bank Experience September 2010 - March 2011
Job SVP, Global Delivery at Zeugos
Industry Information Technology and Services
Experience
Zeugos January 2013 - Present
Bank of America June 2011 - January 2013
Union Bank September 2010 - March 2011
Birlasoft November 2009 - March 2010
Birlasoft September 2003 - October 2009
Birlasoft August 2001 - August 2003
Tata Consultancy Services August 1998 - July 2001
Skills
Agile Project Management, Process Improvement, Quality Assurance, Program Management, Software Development, Risk Management, Customer Relations, Solution Selling, Global Delivery, Management Consulting, Customer Engagement, New Business Development, Pre-sales, P&L, Service Delivery, Account Management, Managed Services, Professional Services, IT Outsourcing, IT Project & Program..., Business Process..., Business Process Design, IT Business Strategy, Leadership Development, IT Governance, Cross Functional Team..., Six Sigma, DMAIC, Scrum, Strategic Planning, Application Development, Business Analysis, Product Development, Cloud Computing, SaaS, Information Technology
Education
California Lutheran University 2007 — 2009
MBA, Marketing & Entrepreneurship
National Institute of Technology, Jamshedpur 1994 — 1998
BE, Computer Science
Zeugos January 2013 - Present
Bank of America June 2011 - January 2013
Union Bank September 2010 - March 2011
Birlasoft November 2009 - March 2010
Birlasoft September 2003 - October 2009
Birlasoft August 2001 - August 2003
Tata Consultancy Services August 1998 - July 2001
Skills
Agile Project Management, Process Improvement, Quality Assurance, Program Management, Software Development, Risk Management, Customer Relations, Solution Selling, Global Delivery, Management Consulting, Customer Engagement, New Business Development, Pre-sales, P&L, Service Delivery, Account Management, Managed Services, Professional Services, IT Outsourcing, IT Project & Program..., Business Process..., Business Process Design, IT Business Strategy, Leadership Development, IT Governance, Cross Functional Team..., Six Sigma, DMAIC, Scrum, Strategic Planning, Application Development, Business Analysis, Product Development, Cloud Computing, SaaS, Information Technology
Education
California Lutheran University 2007 — 2009
MBA, Marketing & Entrepreneurship
National Institute of Technology, Jamshedpur 1994 — 1998
BE, Computer Science
Bryan Loza Bryan Loza's Union Bank Experience April 2008 - January 2014
Job Junior Designer at BCV Architects
Industry Architecture & Planning
Experience
BCV Architects December 2013 - Present
Union Bank April 2008 - January 2014
Securitas Security Services USA, Inc. February 2008 - April 2008
Bank of America November 2004 - January 2008
Skills
Photoshop, Illustrator, AutoCAD, Microsoft Excel, PowerPoint, SketchUp, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Automotive, 3D Modeling, Rhino 3D, 3D rendering, Vray, Cash Management, Bluebeam, Layout, sketc, InDesign, After Effects
Education
California College of the Arts 2009 — 2014
Bachelor of Architecture (BArch), Architecture
Chabot College 2006 — 2010
Associate of Arts (AA), Sculpture
BCV Architects December 2013 - Present
Union Bank April 2008 - January 2014
Securitas Security Services USA, Inc. February 2008 - April 2008
Bank of America November 2004 - January 2008
Skills
Photoshop, Illustrator, AutoCAD, Microsoft Excel, PowerPoint, SketchUp, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Automotive, 3D Modeling, Rhino 3D, 3D rendering, Vray, Cash Management, Bluebeam, Layout, sketc, InDesign, After Effects
Education
California College of the Arts 2009 — 2014
Bachelor of Architecture (BArch), Architecture
Chabot College 2006 — 2010
Associate of Arts (AA), Sculpture
Matthew Maestas Matthew Maestas's Union Bank Experience 2012 - 2013
Job Analytics Consultant
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Encore Capital Group 2013 - 2015
Union Bank 2012 - 2013
Wells Fargo 2007 - 2012
Kyocera Wireless 2005 - 2006
Cricket Communications 2004 - 2005
Applied Materials 2000 - 2002
Skills
Finance, Financial Modeling, Financial Analysis, Banking, Mortgage Lending, Risk Management, Corporate Finance, Analysis, Portfolio Management, Process Improvement, Financial Services, Management
Education
Cal Poly San Luis Obispo 2002 — 2003
MBA/MS, Finance, Industrial Tech
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Information Systems
Wells Fargo February 2015 - Present
Encore Capital Group 2013 - 2015
Union Bank 2012 - 2013
Wells Fargo 2007 - 2012
Kyocera Wireless 2005 - 2006
Cricket Communications 2004 - 2005
Applied Materials 2000 - 2002
Skills
Finance, Financial Modeling, Financial Analysis, Banking, Mortgage Lending, Risk Management, Corporate Finance, Analysis, Portfolio Management, Process Improvement, Financial Services, Management
Education
Cal Poly San Luis Obispo 2002 — 2003
MBA/MS, Finance, Industrial Tech
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Information Systems
Yuliya Kaminskaya Yuliya Kaminskaya's Union Bank Experience August 2007 - December 2012
Job Financial Analyst at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank December 2012 - Present
Union Bank August 2007 - December 2012
Union Bank July 1998 - August 2007
Skills
Finance, Economics, Derivatives, Banking, Financial Risk, Forecasting, Financial Markets, Investments, Retail Banking, Quantitative Analytics, Economic Research, Eviews, Financial Forecasting, Credit, Loans
Education
California Lutheran University 2011 — 2013
Master of Science (M.S.), Quantitative Economics
California Lutheran University 2009 — 2011
Master of Business Administration (M.B.A.), International Finance
CSUN 2007 — 2009
Bachelor of Arts (B.A.), International Economics
MUFG Union Bank December 2012 - Present
Union Bank August 2007 - December 2012
Union Bank July 1998 - August 2007
Skills
Finance, Economics, Derivatives, Banking, Financial Risk, Forecasting, Financial Markets, Investments, Retail Banking, Quantitative Analytics, Economic Research, Eviews, Financial Forecasting, Credit, Loans
Education
California Lutheran University 2011 — 2013
Master of Science (M.S.), Quantitative Economics
California Lutheran University 2009 — 2011
Master of Business Administration (M.B.A.), International Finance
CSUN 2007 — 2009
Bachelor of Arts (B.A.), International Economics
Brett Candland Brett Candland's Union Bank Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
University of Utah - Employment August 2015 - Present
University of Utah - Employment August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Bloomberg LP September 2013 - April 2014
Beneficial Financial Group September 2013 - April 2014
Union Bank May 2013 - August 2013
Royal Bank of Scotland January 2013 - May 2013
NorthStar Alarm Services May 2012 - August 2012
Pinnacle Security May 2011 - August 2011
Skills
Modern Standard Arabic, Fixed Income, Economics, Financial Modeling, MBS, SOP 03-3, Microsoft Excel, Bloomberg, Spanish, Sales, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance
Education
Brigham Young University
Bachelor of Arts (BA), History, Emphasis: Middle East, Minor: Business Management
University of Utah - David Eccles School of Business
Master of Science (MS), Finance, 3.89/4.00
University of Utah - Employment August 2015 - Present
University of Utah - Employment August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Bloomberg LP September 2013 - April 2014
Beneficial Financial Group September 2013 - April 2014
Union Bank May 2013 - August 2013
Royal Bank of Scotland January 2013 - May 2013
NorthStar Alarm Services May 2012 - August 2012
Pinnacle Security May 2011 - August 2011
Skills
Modern Standard Arabic, Fixed Income, Economics, Financial Modeling, MBS, SOP 03-3, Microsoft Excel, Bloomberg, Spanish, Sales, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance
Education
Brigham Young University
Bachelor of Arts (BA), History, Emphasis: Middle East, Minor: Business Management
University of Utah - David Eccles School of Business
Master of Science (MS), Finance, 3.89/4.00
Heidi Sherrill Fifield Heidi Sherrill Fifield's Union Bank Experience 1997 - 1999
Job IT Financial Advisor at CareFusion now part of BD
Industry Medical Devices
Experience
CareFusion now part of BD November 2013 - Present
Jack in the Box December 2009 - November 2013
Jack in the Box June 2005 - December 2009
Solute Consulting 2003 - 2005
General Dynamics (fka Anteon Corporation) 2002 - 2004
Booz Allen Hamilton 1999 - 2002
Union Bank 1997 - 1999
King Schools 1996 - 1997
FileNet 1994 - 1996
Westec 1992 - 1992
Skills
Process Improvement, Team Building, Business Analysis, Team Leadership, Budgeting, Problem Solving, Analysis, Business Process..., Financial Analysis, Financial Reporting, Excel, Customer Service, Business Management, Management Consulting, Microsoft Office, Project Planning, Hiring, Interviewing, Process Engineering, Employee Relations, Financial Management, Planning, Accounting, Management, Budgets, Program Management, Strategic Planning, Cross-functional Team..., Strategy, Vendor Management, Software Documentation, Human Resources, Sales, Leadership, Inventory Management, Project Management, Managerial Finance, Change Management, Negotiation, Finance, Microsoft Excel, Income Statement, Business Process, Time Management, Payroll, ERP, Organizational..., Quality Assurance, Financial Modeling, Operations Management
Education
UCSD 1997 — 1998
Certificate, Systems Engineering
California Polytechnic State University-San Luis Obispo 1988 — 1992
Bachelor of Science, Business Management, Financial Management
San Diego State University-California State University 1985 — 1987
Undergraduate work
Clairemont High 1983 — 1985
High School
CareFusion now part of BD November 2013 - Present
Jack in the Box December 2009 - November 2013
Jack in the Box June 2005 - December 2009
Solute Consulting 2003 - 2005
General Dynamics (fka Anteon Corporation) 2002 - 2004
Booz Allen Hamilton 1999 - 2002
Union Bank 1997 - 1999
King Schools 1996 - 1997
FileNet 1994 - 1996
Westec 1992 - 1992
Skills
Process Improvement, Team Building, Business Analysis, Team Leadership, Budgeting, Problem Solving, Analysis, Business Process..., Financial Analysis, Financial Reporting, Excel, Customer Service, Business Management, Management Consulting, Microsoft Office, Project Planning, Hiring, Interviewing, Process Engineering, Employee Relations, Financial Management, Planning, Accounting, Management, Budgets, Program Management, Strategic Planning, Cross-functional Team..., Strategy, Vendor Management, Software Documentation, Human Resources, Sales, Leadership, Inventory Management, Project Management, Managerial Finance, Change Management, Negotiation, Finance, Microsoft Excel, Income Statement, Business Process, Time Management, Payroll, ERP, Organizational..., Quality Assurance, Financial Modeling, Operations Management
Education
UCSD 1997 — 1998
Certificate, Systems Engineering
California Polytechnic State University-San Luis Obispo 1988 — 1992
Bachelor of Science, Business Management, Financial Management
San Diego State University-California State University 1985 — 1987
Undergraduate work
Clairemont High 1983 — 1985
High School
Anne Bayan Dam Anne Bayan Dam's Union Bank Experience November 2013 - Present
Job Management Support Specialist
Industry Computer Networking
Experience
Union Bank November 2013 - Present
Union Bank August 2006 - November 2013
Indymac Bank 2003 - 2005
Mt. Sierra College 2002 - 2003
Skills
Vendor Management, Project Management, Software Documentation, Process Improvement, Business Analysis, Visio, SDLC, Databases, Troubleshooting, Active Directory, Testing, System Administration, Telecommunications, Servers, Project Delivery, VMware, Requirements Gathering, Windows Server, SharePoint, Requirements Analysis, Banking, Disaster Recovery, Risk Management, Integration, IT Management, IT Strategy, Software Project...
Education
Mt. Sierra College 2001 — 2003
BS, Telecommunications & Networking
California State Polytechnic University-Pomona 1999 — 2001
BS, Business Finance
Pasadena City College 1997 — 1999
AA, Business Administration (Finance)
Union Bank November 2013 - Present
Union Bank August 2006 - November 2013
Indymac Bank 2003 - 2005
Mt. Sierra College 2002 - 2003
Skills
Vendor Management, Project Management, Software Documentation, Process Improvement, Business Analysis, Visio, SDLC, Databases, Troubleshooting, Active Directory, Testing, System Administration, Telecommunications, Servers, Project Delivery, VMware, Requirements Gathering, Windows Server, SharePoint, Requirements Analysis, Banking, Disaster Recovery, Risk Management, Integration, IT Management, IT Strategy, Software Project...
Education
Mt. Sierra College 2001 — 2003
BS, Telecommunications & Networking
California State Polytechnic University-Pomona 1999 — 2001
BS, Business Finance
Pasadena City College 1997 — 1999
AA, Business Administration (Finance)
Terence Cronin's Union Bank Experience June 2012 - December 2013
Job Equity Capital Markets at Mitsubishi UFJ Securities
Industry Investment Banking
Experience
Mitsubishi UFJ Securities January 2014 - Present
Union Bank June 2012 - December 2013
Merrill Lynch May 2011 - June 2012
ePromos Promotional Products May 2008 - August 2008
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Norwood Highschool 2003 — 2007
Mitsubishi UFJ Securities January 2014 - Present
Union Bank June 2012 - December 2013
Merrill Lynch May 2011 - June 2012
ePromos Promotional Products May 2008 - August 2008
Education
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Norwood Highschool 2003 — 2007
Jon Comeau's Union Bank Experience June 2009 - September 2009
Job Vice President, Corporate Finance at Avidbank
Industry Banking
Experience
Avidbank October 2014 - Present
Avidbank October 2013 - October 2014
Bridge Bank July 2012 - September 2013
Bridge Bank September 2011 - July 2012
Bridge Bank June 2010 - September 2011
Glass, Lewis & Co. February 2010 - May 2010
Union Bank June 2009 - September 2009
Mass Electric Construction June 2008 - September 2008
Skills
Mergers, Loans, Credit, Finance, Commercial Banking, Strategy, Management, Mergers & Acquisitions, Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Financial Analysis, Banking, Cash Flow Lending, Portfolio Management, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2007 — 2009
Bachelor of Science, Economics with a concentration in Finance
Avidbank October 2014 - Present
Avidbank October 2013 - October 2014
Bridge Bank July 2012 - September 2013
Bridge Bank September 2011 - July 2012
Bridge Bank June 2010 - September 2011
Glass, Lewis & Co. February 2010 - May 2010
Union Bank June 2009 - September 2009
Mass Electric Construction June 2008 - September 2008
Skills
Mergers, Loans, Credit, Finance, Commercial Banking, Strategy, Management, Mergers & Acquisitions, Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Financial Analysis, Banking, Cash Flow Lending, Portfolio Management, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2007 — 2009
Bachelor of Science, Economics with a concentration in Finance
Murphy Stewart's Union Bank Experience November 2013 - October 2014
Job Account Executive
Industry Marketing and Advertising
Experience
YP October 2014 - Present
Union Bank November 2013 - October 2014
U.S. Bank May 2012 - November 2013
Wells Fargo Bank February 2010 - January 2012
Wells Fargo Bank December 2008 - February 2010
Wells Fargo Bank December 2006 - December 2008
Santa Cruz Parks and Recreation June 2006 - August 2006
Santa Cruz Seaside Company June 2000 - January 2006
Skills
Banking Operations, Microsoft Office, Sales Management, New Business Development, Investments, Leadership, Loans, Mortgage Lending, Banking, Commercial Banking, Credit, Core Banking, Customer Service, Finance, Management, Sales, Small Business Lending, CRM, Commercial Lending, Consumer Lending, Lines Of Credit, Credit Analysis, Cross Selling, Loan Origination, Cash Management, Home Equity Lines of..., Mortgage Banking
Education
Cabrillo College 2003 — 2004
Associate of Arts (AA), Liberal Arts
Grand Canyon University 2001 — 2003
Business Administration and Management, General
Bethany College of the Assemblies of God
Bachelors Degree, Business Administration, 2.7
YP October 2014 - Present
Union Bank November 2013 - October 2014
U.S. Bank May 2012 - November 2013
Wells Fargo Bank February 2010 - January 2012
Wells Fargo Bank December 2008 - February 2010
Wells Fargo Bank December 2006 - December 2008
Santa Cruz Parks and Recreation June 2006 - August 2006
Santa Cruz Seaside Company June 2000 - January 2006
Skills
Banking Operations, Microsoft Office, Sales Management, New Business Development, Investments, Leadership, Loans, Mortgage Lending, Banking, Commercial Banking, Credit, Core Banking, Customer Service, Finance, Management, Sales, Small Business Lending, CRM, Commercial Lending, Consumer Lending, Lines Of Credit, Credit Analysis, Cross Selling, Loan Origination, Cash Management, Home Equity Lines of..., Mortgage Banking
Education
Cabrillo College 2003 — 2004
Associate of Arts (AA), Liberal Arts
Grand Canyon University 2001 — 2003
Business Administration and Management, General
Bethany College of the Assemblies of God
Bachelors Degree, Business Administration, 2.7
Nicole Botts's Union Bank Experience January 2015 - Present
Job VP, BCC Loan Admin Manager
Industry Banking
Experience
Union Bank January 2015 - Present
Union Bank December 2013 - Present
Union Bank January 2012 - December 2013
Union Bank October 2009 - December 2011
Union Bank August 2009 - October 2009
Union Bank October 2004 - August 2009
Union Bank May 2002 - October 2004
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Retail Banking, Consumer Lending, Lines Of Credit, Mortgage Lending, Notary Public, Training, Customer Service, Mortgage Banking, Process Improvement, Loan Origination, Team Building, Construction Loans, Loan Servicing, Commercial Real Estate, SBA, Real Estate Financing, Risk Management
Education
Brooks College 2003 — 2005
Bachelor of Science (BS), Interior Design
Union Bank January 2015 - Present
Union Bank December 2013 - Present
Union Bank January 2012 - December 2013
Union Bank October 2009 - December 2011
Union Bank August 2009 - October 2009
Union Bank October 2004 - August 2009
Union Bank May 2002 - October 2004
Skills
Banking, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Retail Banking, Consumer Lending, Lines Of Credit, Mortgage Lending, Notary Public, Training, Customer Service, Mortgage Banking, Process Improvement, Loan Origination, Team Building, Construction Loans, Loan Servicing, Commercial Real Estate, SBA, Real Estate Financing, Risk Management
Education
Brooks College 2003 — 2005
Bachelor of Science (BS), Interior Design
Feras Almusa's Union Bank Experience March 2014 - Present
Job Co Founder at West Owl & Company LLC, WA, April 2014 Present
Industry Financial Services
Experience
West Owl & Company LLC, WA, April 2014 -Present April 2014 - Present
Union Bank March 2014 - Present
Wells Fargo Capital Finance October 2012 - February 2014
Housing Bank for Trade and Finance June 2009 - May 2012
BYU Central Heating Plant April 2005 - April 2008
Skills
Financial Analysis, Financial Modeling, SQL, Underwriting, sale, Public Relations, International Relations, Multilingual, Documentations, Corporate Finance, Buy-sell Agreements, Sales, Mutual Funds, Portfolio Management, Commercial Lending, Loans, Banking, Credit, Due Diligence, Commercial Banking, Strategic Financial..., Strategy, Credit Analysis, Wealth Management, Investments, Mergers & Acquisitions, Financial Planning
Education
BRIGHAM YOUNG UNIVERSITY, Marriott School of Business 2005 — 2008
Bachelor of Business Administration, Corporate Finance
Brigham Young University 2003 — 2008
BSC, Corporate Finance
West Owl & Company LLC, WA, April 2014 -Present April 2014 - Present
Union Bank March 2014 - Present
Wells Fargo Capital Finance October 2012 - February 2014
Housing Bank for Trade and Finance June 2009 - May 2012
BYU Central Heating Plant April 2005 - April 2008
Skills
Financial Analysis, Financial Modeling, SQL, Underwriting, sale, Public Relations, International Relations, Multilingual, Documentations, Corporate Finance, Buy-sell Agreements, Sales, Mutual Funds, Portfolio Management, Commercial Lending, Loans, Banking, Credit, Due Diligence, Commercial Banking, Strategic Financial..., Strategy, Credit Analysis, Wealth Management, Investments, Mergers & Acquisitions, Financial Planning
Education
BRIGHAM YOUNG UNIVERSITY, Marriott School of Business 2005 — 2008
Bachelor of Business Administration, Corporate Finance
Brigham Young University 2003 — 2008
BSC, Corporate Finance
J. Patrick Doud J. Patrick Doud's Union Bank Experience November 2006 - February 2012
Job VP Business Banking at Washington Federal
Industry Banking
Experience
Washington Federal February 2012 - Present
Silver Spur Wines 2001 - Present
Union Bank November 2006 - February 2012
Scuttlebutt Brewing Company June 1996 - 2002
Washington Brewers' Guild 1999 - 2001
E. & J. Gallo Winery June 1995 - August 1995
Skills
Cash Flow, Strategic Planning, Retail, Financial Services, Risk Management, Leadership, Teamwork, Manufacturing, Wholesale, Sales, Mergers, Entrepreneurship, Commercial Lending, Credit, Banking, Loans, Financial Analysis, Mergers & Acquisitions, Commercial Banking, Business Planning, Mortgage Lending
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MBA, Agribusiness/Agricultural Business Operations
Santa Clara University 1986 — 1990
B.S., Economics
Western School of Banking 2008 — 2008
Commercial Lending
Loyola High School 1982 — 1986
Washington Federal February 2012 - Present
Silver Spur Wines 2001 - Present
Union Bank November 2006 - February 2012
Scuttlebutt Brewing Company June 1996 - 2002
Washington Brewers' Guild 1999 - 2001
E. & J. Gallo Winery June 1995 - August 1995
Skills
Cash Flow, Strategic Planning, Retail, Financial Services, Risk Management, Leadership, Teamwork, Manufacturing, Wholesale, Sales, Mergers, Entrepreneurship, Commercial Lending, Credit, Banking, Loans, Financial Analysis, Mergers & Acquisitions, Commercial Banking, Business Planning, Mortgage Lending
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MBA, Agribusiness/Agricultural Business Operations
Santa Clara University 1986 — 1990
B.S., Economics
Western School of Banking 2008 — 2008
Commercial Lending
Loyola High School 1982 — 1986
Jeremy Delarosa Jeremy Delarosa's Union Bank Experience January 2015 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank January 2015 - Present
Honda Auto Center of Bellevue July 2013 - November 2014
KeyBank January 2006 - March 2012
Wells Fargo September 2004 - November 2005
Citi August 2000 - August 2004
Waterstreet Grill 2000 - 2001
Skills
Commercial Banking, Loans, Consumer Lending, Risk Management, Small Business Lending, Banking, Cross Selling, Retail Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit, Loan Origination, Branch Management, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 1997 — 1999
El Cerrito High School 1994 — 1997
Union Bank January 2015 - Present
Honda Auto Center of Bellevue July 2013 - November 2014
KeyBank January 2006 - March 2012
Wells Fargo September 2004 - November 2005
Citi August 2000 - August 2004
Waterstreet Grill 2000 - 2001
Skills
Commercial Banking, Loans, Consumer Lending, Risk Management, Small Business Lending, Banking, Cross Selling, Retail Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit, Loan Origination, Branch Management, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 1997 — 1999
El Cerrito High School 1994 — 1997
Stephen Fallica Stephen Fallica's Union Bank Experience May 2011 - 2014
Job Banking and Financial Services Professional
Industry Banking
Experience
Union Bank May 2011 - 2014
Union Bank July 2009 - 2011
Union Bank October 2007 - July 2009
Union Bank January 2001 - October 2007
San Diego District Attorney's Office April 1998 - January 2001
Pannikin Coffee & Tea February 1992 - April 1998
Skills
Credit, Portfolio Management, Loans, Banking, Budgets, CRM, Finance, Small Business Lending, Training, Accounting, Marketing Strategy, Business Development, Commercial Lending, Analysis, Management, Program Management, Sales
Education
Bridgewater College 1985 — 1989
Bachelors of Science, Business Administration
University of California, San Diego
Total Quality Management
Union Bank May 2011 - 2014
Union Bank July 2009 - 2011
Union Bank October 2007 - July 2009
Union Bank January 2001 - October 2007
San Diego District Attorney's Office April 1998 - January 2001
Pannikin Coffee & Tea February 1992 - April 1998
Skills
Credit, Portfolio Management, Loans, Banking, Budgets, CRM, Finance, Small Business Lending, Training, Accounting, Marketing Strategy, Business Development, Commercial Lending, Analysis, Management, Program Management, Sales
Education
Bridgewater College 1985 — 1989
Bachelors of Science, Business Administration
University of California, San Diego
Total Quality Management
Allan Buhr's Union Bank Experience August 2003 - October 2005
Job Business Loan Officer at IU Credit Union
Industry Banking
Experience
IU Credit Union October 2005 - Present
Irwin Union Bank August 2003 - November 2005
Union Planters Bank (Indianapolis) August 2003 - November 2005
Union Bank August 2003 - October 2005
Union Planters Bank (Indianapolis) March 2002 - August 2003
Union Planters Bank January 1998 - August 2003
Union Planters Bank (Indianapolis) September 2001 - March 2002
Union Planters Bank / NBD Bank (Indianapolis) February 2000 - September 2001
Education
Leadership Bloom - Monroe Indiana University School of Continuing Education
Masters, Business Administration
Butler University - College of Business Administration 1999 — 2002
Masters, Finance
Indiana University-Purdue University at Indianapolis 1987 — 1991
BS, Business Administration
IU Credit Union October 2005 - Present
Irwin Union Bank August 2003 - November 2005
Union Planters Bank (Indianapolis) August 2003 - November 2005
Union Bank August 2003 - October 2005
Union Planters Bank (Indianapolis) March 2002 - August 2003
Union Planters Bank January 1998 - August 2003
Union Planters Bank (Indianapolis) September 2001 - March 2002
Union Planters Bank / NBD Bank (Indianapolis) February 2000 - September 2001
Education
Leadership Bloom - Monroe Indiana University School of Continuing Education
Masters, Business Administration
Butler University - College of Business Administration 1999 — 2002
Masters, Finance
Indiana University-Purdue University at Indianapolis 1987 — 1991
BS, Business Administration
Catherine Cassady Catherine Cassady's Union Bank Experience March 2003 - March 2006
Job Marketing Manager at SiteTruth
Industry Restaurants
Experience
SiteTruth November 2014 - Present
C Cassady Farms January 2000 - Present
Trevese Restaurant November 2007 - April 2008
Union Bank March 2003 - March 2006
Bank of America January 1991 - June 2000
Skills
Event Planning, Event Management, Fine Dining, Microsoft Office, Marketing, Food Safety, Financial Analysis, Start-ups, Hiring, Recipes, Sales Process, Pastry, Market Analysis, Human Resources, Small Business, Customer Service, Microsoft Excel, Lead Generation, Negotiation, PowerPoint, Strategic Planning, Employee Training, Microsoft Word, Team Leadership, Sales Management, Customer Retention, Restaurants, Culinary Skills, Food Service, Catering, Chef, Food, Cuisine
Education
California Culinary Academy 2006 — 2008
BS, Culinary Arts
SiteTruth November 2014 - Present
C Cassady Farms January 2000 - Present
Trevese Restaurant November 2007 - April 2008
Union Bank March 2003 - March 2006
Bank of America January 1991 - June 2000
Skills
Event Planning, Event Management, Fine Dining, Microsoft Office, Marketing, Food Safety, Financial Analysis, Start-ups, Hiring, Recipes, Sales Process, Pastry, Market Analysis, Human Resources, Small Business, Customer Service, Microsoft Excel, Lead Generation, Negotiation, PowerPoint, Strategic Planning, Employee Training, Microsoft Word, Team Leadership, Sales Management, Customer Retention, Restaurants, Culinary Skills, Food Service, Catering, Chef, Food, Cuisine
Education
California Culinary Academy 2006 — 2008
BS, Culinary Arts
Nicholas Dorsano Nicholas Dorsano's Union Bank Experience June 2008 - September 2008
Job Materials Scientist/Engineer
Industry Defense & Space
Experience
General Atomics December 2011 - March 2014
Sustain SLO January 2011 - October 2011
Guateca Project January 2011 - June 2011
Cal Poly Materials Engineering Department September 2010 - June 2011
Cal Poly State University March 2009 - June 2009
Union Bank June 2008 - September 2008
Skills
Materials Science, FileMaker, Database Design, NI LabVIEW, Solidworks, 3D Printing, Characterization, Process Engineering, Optical Microscopy, AFM, Minitab, Mechanical Testing, Matlab, Design of Experiments, Thin Films, Finite Element Analysis, Technical Writing, Materials, Six Sigma, Scanning Electron..., Powder X-ray Diffraction, Metallography, Project Management, Failure Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (B.S.), Materials Engineering
General Atomics December 2011 - March 2014
Sustain SLO January 2011 - October 2011
Guateca Project January 2011 - June 2011
Cal Poly Materials Engineering Department September 2010 - June 2011
Cal Poly State University March 2009 - June 2009
Union Bank June 2008 - September 2008
Skills
Materials Science, FileMaker, Database Design, NI LabVIEW, Solidworks, 3D Printing, Characterization, Process Engineering, Optical Microscopy, AFM, Minitab, Mechanical Testing, Matlab, Design of Experiments, Thin Films, Finite Element Analysis, Technical Writing, Materials, Six Sigma, Scanning Electron..., Powder X-ray Diffraction, Metallography, Project Management, Failure Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (B.S.), Materials Engineering
Shawn Neider Shawn Neider's Union Bank Experience 1996 - 1997
Job MANAGING DIRECTOR, XCLR8R CONSULTING
Industry Management Consulting
Experience
XCLR8R, LLC & XFUNDING, LLC 2002 - Present
PMA Media Group 2011 - 2013
Origins Financial Services 2011 - 2013
HN Capital / Five Guys 2009 - 2011
AtTask, Inc. 2007 - 2009
Sandman Studios 2002 - 2008
KBC Bank 2001 - 2003
Bank of America 1997 - 2001
Union Bank 1996 - 1997
Accenture 1995 - 1996
Skills
Start-ups, Mergers, Business Strategy, Financial Analysis, SaaS, Capital Raising, Business Plan Writing, Acquisitions, Operations, Project Management, Team Building, HR, Accounting, Corporate Finance, Banking, Management Consulting, Strategic Planning, Entrepreneurship, CFO, COO, Sales Management, Mergers & Acquisitions, Management, Leadership, New Business Development, Human Resources, Business Planning, Executive Management, Business Development, Lead Generation, Finance, Due Diligence, Strategy, CRM, Budgets, Marketing, Private Equity, Analysis, Investments, E-commerce, Online Marketing, Marketing Strategy, Enterprise Software, Training, Strategic Financial..., Operations Management, Sales, Online Advertising, Social Networking, Process Improvement
Education
UCLA Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance & Entrepreneurial Studies
Brigham Young University 1988 — 1992
Bachelor's Degree, Japanese & Business
Bonneville High School 1981 — 1985
High School, General Studies, Sports & Dating
XCLR8R, LLC & XFUNDING, LLC 2002 - Present
PMA Media Group 2011 - 2013
Origins Financial Services 2011 - 2013
HN Capital / Five Guys 2009 - 2011
AtTask, Inc. 2007 - 2009
Sandman Studios 2002 - 2008
KBC Bank 2001 - 2003
Bank of America 1997 - 2001
Union Bank 1996 - 1997
Accenture 1995 - 1996
Skills
Start-ups, Mergers, Business Strategy, Financial Analysis, SaaS, Capital Raising, Business Plan Writing, Acquisitions, Operations, Project Management, Team Building, HR, Accounting, Corporate Finance, Banking, Management Consulting, Strategic Planning, Entrepreneurship, CFO, COO, Sales Management, Mergers & Acquisitions, Management, Leadership, New Business Development, Human Resources, Business Planning, Executive Management, Business Development, Lead Generation, Finance, Due Diligence, Strategy, CRM, Budgets, Marketing, Private Equity, Analysis, Investments, E-commerce, Online Marketing, Marketing Strategy, Enterprise Software, Training, Strategic Financial..., Operations Management, Sales, Online Advertising, Social Networking, Process Improvement
Education
UCLA Anderson School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance & Entrepreneurial Studies
Brigham Young University 1988 — 1992
Bachelor's Degree, Japanese & Business
Bonneville High School 1981 — 1985
High School, General Studies, Sports & Dating
Brooke Davis Brooke Davis's Union Bank Experience 2007 - Present
Job Senior Mortgage Loan Officer at Caliber Home Loans
Industry Banking
Experience
Caliber Funding September 2013 - Present
Union Bank 2007 - Present
Morgan Stanley 2006 - 2007
Skills
Refinance, Retirement, Marketing, Credit Risk, Commercial Lending, Team Building, Management, First Time Home Buyers, Financial Analysis, Loans, Strategic Planning, Lines Of Credit, Retail Banking, Banking, Investments, Small Business Lending, Commercial Banking, Real Estate Financing, Finance, Sales, Real Estate, Portfolio Management, Mortgage Lending, Customer Service, Loan Origination, Risk Management, Credit, Credit Analysis, Negotiation, Sales Management, Commercial Mortgages, Mortgage Banking, Wealth Management, Residential Mortgages, FHA
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Caliber Funding September 2013 - Present
Union Bank 2007 - Present
Morgan Stanley 2006 - 2007
Skills
Refinance, Retirement, Marketing, Credit Risk, Commercial Lending, Team Building, Management, First Time Home Buyers, Financial Analysis, Loans, Strategic Planning, Lines Of Credit, Retail Banking, Banking, Investments, Small Business Lending, Commercial Banking, Real Estate Financing, Finance, Sales, Real Estate, Portfolio Management, Mortgage Lending, Customer Service, Loan Origination, Risk Management, Credit, Credit Analysis, Negotiation, Sales Management, Commercial Mortgages, Mortgage Banking, Wealth Management, Residential Mortgages, FHA
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Brian Skrip's Union Bank Experience July 2010 - Present
Job VP, Marketing Finance at Union Bank
Industry Internet
Experience
Union Bank July 2010 - Present
Zazzle.com November 2007 - June 2010
Citigroup Global Markets Technology Group June 2005 - November 2007
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration (Finance and Accounting)
Union Bank July 2010 - Present
Zazzle.com November 2007 - June 2010
Citigroup Global Markets Technology Group June 2005 - November 2007
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration (Finance and Accounting)
Chris Loughlin's Union Bank Experience August 2014 - Present
Job Senior Analyst at MUFG Union Bank
Industry Banking
Experience
Union Bank August 2014 - Present
Union Bank October 2013 - August 2014
Education
California Polytechnic State University-San Luis Obispo 2008 — 2013
Bachelor of Science (BS), Economics, Finance
Union Bank August 2014 - Present
Union Bank October 2013 - August 2014
Education
California Polytechnic State University-San Luis Obispo 2008 — 2013
Bachelor of Science (BS), Economics, Finance
Melissa Brummer Melissa Brummer's Union Bank Experience October 2010 - June 2011
Job Quality Assurance Analyst
Industry Financial Services
Experience
San Diego County Credit Union July 2011 - 2015
Union Bank October 2010 - June 2011
U.S. Bank 2010 - August 2010
Mike Aldridge Insurance Services/Loan Modifications 2009 - 2010
Bank of America Home Loans 2006 - 2009
American Mortgage Specialists 2005 - 2006
Wells Fargo 2002 - 2004
Skills
Process Improvement, Customer Service, Banking, Mortgage Lending, Quality Control, Loan Auditing, Wholesale Lending, VA loans, FHA, Retail Banking, Loan Origination, Consumer Lending, Credit, Mortgage Banking, Residential Mortgages, Refinance, Credit Unions, Credit Analysis, Loans, Underwriting
Education
California Baptist University 2015 — 2017
Industrial and Organizational Psychology
San Diego Miramar College 2011 — 2015
Associate's Degree, Psychology
Mohave Community College 2009 — 2010
San Diego County Credit Union July 2011 - 2015
Union Bank October 2010 - June 2011
U.S. Bank 2010 - August 2010
Mike Aldridge Insurance Services/Loan Modifications 2009 - 2010
Bank of America Home Loans 2006 - 2009
American Mortgage Specialists 2005 - 2006
Wells Fargo 2002 - 2004
Skills
Process Improvement, Customer Service, Banking, Mortgage Lending, Quality Control, Loan Auditing, Wholesale Lending, VA loans, FHA, Retail Banking, Loan Origination, Consumer Lending, Credit, Mortgage Banking, Residential Mortgages, Refinance, Credit Unions, Credit Analysis, Loans, Underwriting
Education
California Baptist University 2015 — 2017
Industrial and Organizational Psychology
San Diego Miramar College 2011 — 2015
Associate's Degree, Psychology
Mohave Community College 2009 — 2010
Robin Yan's Union Bank Experience December 2011 - March 2014
Job Lead Software Engineer at REVOLVE
Industry Computer Software
Experience
REVOLVE May 2015 - Present
REVOLVE June 2014 - May 2015
Union Bank December 2011 - March 2014
Union Bank August 2007 - November 2011
Plexus Scientific Corp July 2004 - July 2007
Energy Efficiency Solar March 2003 - June 2004
Brown University March 2002 - August 2002
Clickshare Corporation January 2001 - August 2001
GTE Laboratories June 1999 - August 1999
Microsoft Corporation June 1998 - August 1998
Skills
AJAX, Java, Java Enterprise Edition, XML, JavaScript, Web Services
Education
Brown University 2001 — 2003
MS, Computer Science
Williams College 1996 — 2000
BA, Computer Science
REVOLVE May 2015 - Present
REVOLVE June 2014 - May 2015
Union Bank December 2011 - March 2014
Union Bank August 2007 - November 2011
Plexus Scientific Corp July 2004 - July 2007
Energy Efficiency Solar March 2003 - June 2004
Brown University March 2002 - August 2002
Clickshare Corporation January 2001 - August 2001
GTE Laboratories June 1999 - August 1999
Microsoft Corporation June 1998 - August 1998
Skills
AJAX, Java, Java Enterprise Edition, XML, JavaScript, Web Services
Education
Brown University 2001 — 2003
MS, Computer Science
Williams College 1996 — 2000
BA, Computer Science
Craig Braemer's Union Bank Experience 1994 - 1999
Job Managing Director, Investment Executive at HighMarK Capital
Industry Investment Management
Experience
HighMark Capital Management, Inc (Union Bank of California) 2001 - Present
Highmark Capital Management 1999 - 2001
Union Bank 1994 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Wealth Management, Asset Management, Investment Management, Mutual Funds, Equities, Equity Research, Separately Managed..., Investment Advisory, Hedge Funds, Fixed Income, Securities
Education
Golden Gate University 1984 — 1990
Master's degree, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 1977 — 1982
Businss - Finance and accountin
HighMark Capital Management, Inc (Union Bank of California) 2001 - Present
Highmark Capital Management 1999 - 2001
Union Bank 1994 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Wealth Management, Asset Management, Investment Management, Mutual Funds, Equities, Equity Research, Separately Managed..., Investment Advisory, Hedge Funds, Fixed Income, Securities
Education
Golden Gate University 1984 — 1990
Master's degree, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 1977 — 1982
Businss - Finance and accountin
Ben Madsen's Union Bank Experience October 2012 - March 2014
Job Regional Director of Operations, Managed Services at Distinctive Workforce Solutions
Industry Human Resources
Experience
Distinctive Workforce Solutions / ManageRight April 2014 - Present
Union Bank October 2012 - March 2014
Select Staffing August 2006 - September 2012
Skills
Key Account Management, Staffing Services, VMS, Business Development, Human Resources, Contract Recruitment, Superior Client Service, Ad Hoc Reporting, Multi-state Payroll..., Program Management, RFP, Employment Law..., Customer Service, Payroll, Temporary Placement, Employee Relations, Interviews, Recruiting, Sourcing, Onboarding, Sales, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Training, Management, Internet Recruiting, Temporary Staffing
Education
Brigham Young University
B.A., Russian Language and Literature
Brigham Young University—J. Reuben Clark Law School
Juris Doctor
Distinctive Workforce Solutions / ManageRight April 2014 - Present
Union Bank October 2012 - March 2014
Select Staffing August 2006 - September 2012
Skills
Key Account Management, Staffing Services, VMS, Business Development, Human Resources, Contract Recruitment, Superior Client Service, Ad Hoc Reporting, Multi-state Payroll..., Program Management, RFP, Employment Law..., Customer Service, Payroll, Temporary Placement, Employee Relations, Interviews, Recruiting, Sourcing, Onboarding, Sales, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Training, Management, Internet Recruiting, Temporary Staffing
Education
Brigham Young University
B.A., Russian Language and Literature
Brigham Young University—J. Reuben Clark Law School
Juris Doctor
Jaron Reyes's Union Bank Experience September 2012 - November 2013
Job Business Banker
Industry Banking
Experience
Union Bank September 2012 - November 2013
OneWest Bank June 2010 - August 2012
Santa Cruz County Bank June 2007 - June 2010
Wells Fargo June 2006 - June 2007
Skills
Credit Analysis, Credit, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Credit Risk, Banking, Loan Origination, Lines Of Credit, Underwriting, Portfolio Management, Mortgage Underwriting, Mortgage Banking, Asset Based Lending, Financial Analysis, Refinance, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Admin., Finance, Accounting, Marketing, Economics
Union Bank September 2012 - November 2013
OneWest Bank June 2010 - August 2012
Santa Cruz County Bank June 2007 - June 2010
Wells Fargo June 2006 - June 2007
Skills
Credit Analysis, Credit, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Credit Risk, Banking, Loan Origination, Lines Of Credit, Underwriting, Portfolio Management, Mortgage Underwriting, Mortgage Banking, Asset Based Lending, Financial Analysis, Refinance, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Admin., Finance, Accounting, Marketing, Economics
Naomi Young's Union Bank Experience September 2010 - January 2011
Job Project Coordinator
Industry Information Technology and Services
Experience
DIRECTV September 2012 - April 2014
UnitedHealth Group December 2011 - June 2012
Union Bank September 2010 - January 2011
UnitedHealth Group February 2009 - October 2009
Nextel October 2007 - March 2008
Raytheon June 2007 - October 2007
Fremont Bank January 2006 - September 2007
Keane February 2007 - July 2007
Volt Technical Resources November 2003 - August 2005
MWD 2003 - 2004
Education
Cerritos College 2007 — 2010
AA, Computer Science
California College of the Arts 2004 — 2007
DIRECTV September 2012 - April 2014
UnitedHealth Group December 2011 - June 2012
Union Bank September 2010 - January 2011
UnitedHealth Group February 2009 - October 2009
Nextel October 2007 - March 2008
Raytheon June 2007 - October 2007
Fremont Bank January 2006 - September 2007
Keane February 2007 - July 2007
Volt Technical Resources November 2003 - August 2005
MWD 2003 - 2004
Education
Cerritos College 2007 — 2010
AA, Computer Science
California College of the Arts 2004 — 2007
Frank Maggelet's Union Bank Experience March 2011 - Present
Job VP, CFE, CHSV, CFCI, CCIP, DABCHS at Union Bank
Industry Security and Investigations
Experience
Union Bank March 2011 - Present
Citizens Financial Group October 2000 - March 2011
United States Coast Guard June 1978 - December 2009
Fleet Financial Group October 1981 - March 2000
Skills
Physical Security, Executive Protection, Security Management, Risk Assessment, Internal Investigations, Security Operations, Corporate Security, Investigation, Security, Enforcement, Surveillance, Financial Risk, Risk Management, Fraud, Homeland Security, Asset Protection, Risk Analysis, Criminal Investigations, Bank Secrecy Act, CCTV, Operational Risk
Education
Emmanuel College 2006 — 2009
BSBA, Business Administration
Suffolk University 1980 — 1982
Criminology
Bunker Hill Community College 1978 — 1980
Associates Degree, Criminal Justice
American College of Forensic Examiners Institute
Certified Homeland Security - V, DABCHS
Association of Certified Fraud Examiners
Certified Fraud Examiner, Certified Fraud Examiner
International Association of Financial Crimes Investigator
Certified Financial Crimes Investigator
McAfee Institute
Certified Cyber Intelligence Professional
Union Bank March 2011 - Present
Citizens Financial Group October 2000 - March 2011
United States Coast Guard June 1978 - December 2009
Fleet Financial Group October 1981 - March 2000
Skills
Physical Security, Executive Protection, Security Management, Risk Assessment, Internal Investigations, Security Operations, Corporate Security, Investigation, Security, Enforcement, Surveillance, Financial Risk, Risk Management, Fraud, Homeland Security, Asset Protection, Risk Analysis, Criminal Investigations, Bank Secrecy Act, CCTV, Operational Risk
Education
Emmanuel College 2006 — 2009
BSBA, Business Administration
Suffolk University 1980 — 1982
Criminology
Bunker Hill Community College 1978 — 1980
Associates Degree, Criminal Justice
American College of Forensic Examiners Institute
Certified Homeland Security - V, DABCHS
Association of Certified Fraud Examiners
Certified Fraud Examiner, Certified Fraud Examiner
International Association of Financial Crimes Investigator
Certified Financial Crimes Investigator
McAfee Institute
Certified Cyber Intelligence Professional
Stefanie Volpi's Union Bank Experience September 2004 - September 2005
Job Government Administration for City of Dublin, CA
Industry Government Administration
Experience
City of Dublin, CA July 2013 - Present
City of Dublin, CA March 2008 - July 2013
Bel Fuse, Inc. September 2005 - March 2008
Union Bank September 2004 - September 2005
Bank of the West June 2001 - September 2004
Skills
Customer Service, Government, Microsoft Office, Event Planning, Public Speaking, Community Outreach, Research, Microsoft Word, Training, Strategic Planning, Team Building, Social Media, Leadership, Event Management, Public Administration, Land Development
Education
California State University-Hayward 2003 — 2006
B.S., Criminal Justice Administration; Concentration in Law Enforcement Administration
California Polytechnic State University-San Luis Obispo 2000 — 2003
N/A, Social Sciences; Concentration in Sociology
City of Dublin, CA July 2013 - Present
City of Dublin, CA March 2008 - July 2013
Bel Fuse, Inc. September 2005 - March 2008
Union Bank September 2004 - September 2005
Bank of the West June 2001 - September 2004
Skills
Customer Service, Government, Microsoft Office, Event Planning, Public Speaking, Community Outreach, Research, Microsoft Word, Training, Strategic Planning, Team Building, Social Media, Leadership, Event Management, Public Administration, Land Development
Education
California State University-Hayward 2003 — 2006
B.S., Criminal Justice Administration; Concentration in Law Enforcement Administration
California Polytechnic State University-San Luis Obispo 2000 — 2003
N/A, Social Sciences; Concentration in Sociology
Erica Chavin, Enrolled Agent's Union Bank Experience 1996 - 1998
Job Highly Effective Grant and Contract Professional and Independent Consultant
Industry Nonprofit Organization Management
Experience
La Jolla Institute for Allergy and Immunology March 2004 - July 2014
The Scripps Research Institute June 1999 - June 2002
The Scripps Research Institute 1999 - 2000
Merrill Lynch July 1998 - July 1999
Union Bank 1996 - 1998
Texaco 1995 - 1995
Skills
Training, Grants, Data Analysis, Analysis, Nonprofits, Public Speaking, Program Management, Management, Event Planning, Budgets, Leadership, Social Media, Strategic Planning, Fundraising, Forecasting, Policy, Editing, Microsoft Excel, Project Management, Microsoft Office, Project Planning, Grant Writing, Proposal Writing, Strategy, Customer Service, Financial Analysis, Research, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Economics
The Webb Schools of California 1988 — 1991
La Jolla Institute for Allergy and Immunology March 2004 - July 2014
The Scripps Research Institute June 1999 - June 2002
The Scripps Research Institute 1999 - 2000
Merrill Lynch July 1998 - July 1999
Union Bank 1996 - 1998
Texaco 1995 - 1995
Skills
Training, Grants, Data Analysis, Analysis, Nonprofits, Public Speaking, Program Management, Management, Event Planning, Budgets, Leadership, Social Media, Strategic Planning, Fundraising, Forecasting, Policy, Editing, Microsoft Excel, Project Management, Microsoft Office, Project Planning, Grant Writing, Proposal Writing, Strategy, Customer Service, Financial Analysis, Research, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Economics
The Webb Schools of California 1988 — 1991
Kendra Salerno's Union Bank Experience 2001 - 2005
Job Retail Market Manager, Senior Vice President at CenterState Bank
Industry Banking
Experience
CenterState Bank August 2014 - Present
CenterState Bank June 2014 - Present
First Southern Bank January 2006 - June 2014
Bank United 2005 - 2006
Union Bank 2001 - 2005
South Trust 1998 - 2001
SunTrust Bank 1988 - 1997
Skills
Banking, Commercial Lending, Finance, Leadership, Commercial Banking, Small Business Lending, Loans, Sales Management, Commercial Mortgages, New Business Development, Credit, Consumer Lending, Sales, Small Business, Mortgage Lending, Real Estate, Vendor Management, Customer Satisfaction, Customer Service, Interest Rate Swaps, Cash Flow Lending, Lines Of Credit, Interest Rate Risk..., Credit Analysis, Social Networking, Default, Women Leaders, Business Development, Management
Education
Broward Community College 1989 — 2001
Accounting and Finance
South Broward High School - Hollywood, Florida 1984 — 1988
High School Diploma
CenterState Bank August 2014 - Present
CenterState Bank June 2014 - Present
First Southern Bank January 2006 - June 2014
Bank United 2005 - 2006
Union Bank 2001 - 2005
South Trust 1998 - 2001
SunTrust Bank 1988 - 1997
Skills
Banking, Commercial Lending, Finance, Leadership, Commercial Banking, Small Business Lending, Loans, Sales Management, Commercial Mortgages, New Business Development, Credit, Consumer Lending, Sales, Small Business, Mortgage Lending, Real Estate, Vendor Management, Customer Satisfaction, Customer Service, Interest Rate Swaps, Cash Flow Lending, Lines Of Credit, Interest Rate Risk..., Credit Analysis, Social Networking, Default, Women Leaders, Business Development, Management
Education
Broward Community College 1989 — 2001
Accounting and Finance
South Broward High School - Hollywood, Florida 1984 — 1988
High School Diploma
Liem Le's Union Bank Experience October 2011 - Present
Job Retail Deposit Portfolio Analyst at Union Bank
Industry Information Technology and Services
Experience
Union Bank October 2011 - Present
Bank of America March 2009 - October 2011
Countrywide Bank August 2007 - March 2009
Countrywide Bank July 2006 - July 2007
Washington Mutual January 2006 - July 2006
Washington Mutual April 2004 - December 2005
Washington Mutual May 2003 - March 2004
Washington Mutual October 2000 - April 2003
CIM Vision International January 2000 - October 2000
Boeing Capital Corporation January 1998 - January 2000
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Business Administration - Management Information Systems
Union Bank October 2011 - Present
Bank of America March 2009 - October 2011
Countrywide Bank August 2007 - March 2009
Countrywide Bank July 2006 - July 2007
Washington Mutual January 2006 - July 2006
Washington Mutual April 2004 - December 2005
Washington Mutual May 2003 - March 2004
Washington Mutual October 2000 - April 2003
CIM Vision International January 2000 - October 2000
Boeing Capital Corporation January 1998 - January 2000
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Business Administration - Management Information Systems
Cynthia Riegler's Union Bank Experience May 2012 - October 2012
Job Contract Project Manager at Hansen & Adkins Auto Transport
Industry Computer Software
Experience
Hansen & Adkins Auto Transport November 2012 - Present
Union Bank May 2012 - October 2012
BCBG Max Azria January 2012 - May 2012
Union Bank October 2011 - January 2012
ASP - A Johnson & Johnson company September 2009 - November 2011
Information Technology Resources, Inc March 2008 - December 2008
Westinghouse Digital Electronics October 2006 - January 2008
Westinghouse Digital Electronics 2006 - 2008
Nissan North America May 1979 - August 2006
Nissan North America May 1979 - August 2006
Skills
SDLC, Requirements Analysis, Business Process, Visio, Project Management, Vendor Management, Process Improvement, ERP, Software Documentation, Business Analysis, PMP
Education
Boston University 2005 — 2006
Master Certificate, Project Management
Mount Saint Mary's College California 1996 — 1998
Mount Saint Mary's University 1996 — 1998
B.S, Business Administration
Hansen & Adkins Auto Transport November 2012 - Present
Union Bank May 2012 - October 2012
BCBG Max Azria January 2012 - May 2012
Union Bank October 2011 - January 2012
ASP - A Johnson & Johnson company September 2009 - November 2011
Information Technology Resources, Inc March 2008 - December 2008
Westinghouse Digital Electronics October 2006 - January 2008
Westinghouse Digital Electronics 2006 - 2008
Nissan North America May 1979 - August 2006
Nissan North America May 1979 - August 2006
Skills
SDLC, Requirements Analysis, Business Process, Visio, Project Management, Vendor Management, Process Improvement, ERP, Software Documentation, Business Analysis, PMP
Education
Boston University 2005 — 2006
Master Certificate, Project Management
Mount Saint Mary's College California 1996 — 1998
Mount Saint Mary's University 1996 — 1998
B.S, Business Administration
Rebecca Becky Norwood's Union Bank Experience 1997 - 2004
Job Senior Vice President at Landmark Bank N.A.
Industry Banking
Experience
Landmark Bank N.A. June 2014 - Present
First Southern Bank August 2011 - June 2014
Bank of Florida February 1998 - August 2004
Union Bank 1997 - 2004
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Mortgage Lending, Portfolio Management, Credit, Credit Analysis, Underwriting, Consumer Lending, Credit Risk, Relationship Management, Financial Analysis, Commercial Mortgages, Cash Management, Commercial Banking, Treasury Management, Deposits, Lines Of Credit
Education
Leadership Broward 2011 — 2011
Class XXIX
Broward Community College
Finance, General
Landmark Bank N.A. June 2014 - Present
First Southern Bank August 2011 - June 2014
Bank of Florida February 1998 - August 2004
Union Bank 1997 - 2004
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Mortgage Lending, Portfolio Management, Credit, Credit Analysis, Underwriting, Consumer Lending, Credit Risk, Relationship Management, Financial Analysis, Commercial Mortgages, Cash Management, Commercial Banking, Treasury Management, Deposits, Lines Of Credit
Education
Leadership Broward 2011 — 2011
Class XXIX
Broward Community College
Finance, General
Beth Mehta's Union Bank Experience April 2015 - Present
Job Director & Senior Credit Administrator at Union Bank
Industry Banking
Experience
Union Bank April 2015 - Present
Union Bank September 1997 - April 2015
Education
Loyola Marymount University 1996 — 1999
Masters, Finance
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Business Administration, Marketing
Union Bank April 2015 - Present
Union Bank September 1997 - April 2015
Education
Loyola Marymount University 1996 — 1999
Masters, Finance
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Business Administration, Marketing
Jonathan Holmes's Union Bank Experience July 2014 - Present
Job Business Banking National Sales Manager at Union Bank
Industry Banking
Experience
Union Bank July 2014 - Present
Union Bank June 2011 - Present
JPMorgan Chase Bank January 2009 - July 2011
JP Morgan Chase November 2006 - December 2008
JP Morgan Chase October 2004 - November 2006
Washington Mutual April 2002 - October 2004
Skills
Loans, Banking, Commercial Banking
Education
Brigham Young University 2000 — 2002
Bachelors Degree, Business Management
Brigham Young University - Idaho 1998 — 2000
Associates Degree, Business Management
Union Bank July 2014 - Present
Union Bank June 2011 - Present
JPMorgan Chase Bank January 2009 - July 2011
JP Morgan Chase November 2006 - December 2008
JP Morgan Chase October 2004 - November 2006
Washington Mutual April 2002 - October 2004
Skills
Loans, Banking, Commercial Banking
Education
Brigham Young University 2000 — 2002
Bachelors Degree, Business Management
Brigham Young University - Idaho 1998 — 2000
Associates Degree, Business Management
Peter Boehme's Union Bank Experience November 2012 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Stearns Lending September 2013 - Present
Union Bank November 2012 - Present
SW Asset Management June 2010 - November 2012
Washington Mutual, Inc. January 2008 - March 2009
Washington Mutual March 2004 - December 2007
Washington Mutual, Inc. January 2003 - March 2004
Skills
Portfolio Management, Bloomberg, Credit Risk, Finance, Structured Products, Capital IQ, VBA, Financial Analysis, Financial Risk, Bonds, Fixed Income, Hedge Funds, Siebel, Valuation, Microsoft Access (SQL), Microsoft Excel (pivot..., Quantitative Risk..., PolyPaths, Banking, Trading, Loans, Compass Analytics, Capital Markets, Loan Management System..., Loan Performance Risk..., CAS, CRA WIZ, efront, MorganMarkets, Barclays Capital Live, Bond Hub, mystatestreet.com, BBH Worldview, Derivatives
Education
Brigham Young University 2009 — 2011
MBA, Finance
Utah State University 1999 — 2002
BS, Finance, Economics, Accounting
Stearns Lending September 2013 - Present
Union Bank November 2012 - Present
SW Asset Management June 2010 - November 2012
Washington Mutual, Inc. January 2008 - March 2009
Washington Mutual March 2004 - December 2007
Washington Mutual, Inc. January 2003 - March 2004
Skills
Portfolio Management, Bloomberg, Credit Risk, Finance, Structured Products, Capital IQ, VBA, Financial Analysis, Financial Risk, Bonds, Fixed Income, Hedge Funds, Siebel, Valuation, Microsoft Access (SQL), Microsoft Excel (pivot..., Quantitative Risk..., PolyPaths, Banking, Trading, Loans, Compass Analytics, Capital Markets, Loan Management System..., Loan Performance Risk..., CAS, CRA WIZ, efront, MorganMarkets, Barclays Capital Live, Bond Hub, mystatestreet.com, BBH Worldview, Derivatives
Education
Brigham Young University 2009 — 2011
MBA, Finance
Utah State University 1999 — 2002
BS, Finance, Economics, Accounting
Jim Linden's Union Bank Experience October 2012 - Present
Job Vice President, Residential Underwriting Manager Union Bank
Industry Banking
Experience
Union Bank October 2012 - Present
Wells Fargo April 2009 - October 2012
WaMu August 1986 - January 2009
WaMu/JP Morgan Chase 1986 - January 2009
American savings 1986 - 1989
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting, Consumer Lending, FHA, Commercial Lending, Residential Mortgages, Small Business Lending, Mortgage Underwriting
Education
California Polytechnic State University-San Luis Obispo 1978 — 1981
Business Administration
Union Bank October 2012 - Present
Wells Fargo April 2009 - October 2012
WaMu August 1986 - January 2009
WaMu/JP Morgan Chase 1986 - January 2009
American savings 1986 - 1989
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting, Consumer Lending, FHA, Commercial Lending, Residential Mortgages, Small Business Lending, Mortgage Underwriting
Education
California Polytechnic State University-San Luis Obispo 1978 — 1981
Business Administration
Kim Cole's Union Bank Experience July 2014 - Present
Job Director, Business Banking Loan Administration Manager at Union Bank
Industry Banking
Experience
Union Bank July 2014 - Present
ReadyCap Commercial, LLC 2012 - 2014
Aurora Bank FSB 2009 - 2012
Lehman Brothers Bank 1991 - 2009
Skills
Commercial Lending, Real Estate, Loans, Loan Origination, Commercial Mortgages, Funding
Education
Brigham Young University 1980 — 1984
BS, Fashion Merchandising
Union Bank July 2014 - Present
ReadyCap Commercial, LLC 2012 - 2014
Aurora Bank FSB 2009 - 2012
Lehman Brothers Bank 1991 - 2009
Skills
Commercial Lending, Real Estate, Loans, Loan Origination, Commercial Mortgages, Funding
Education
Brigham Young University 1980 — 1984
BS, Fashion Merchandising
Devon Freeman's Union Bank Experience June 2004 - August 2008
Job Student
Industry Banking
Experience
Union Bank June 2004 - August 2008
Skills
Customer Service, Negotiation, Software Development, Microsoft Excel, Creative Writing, CPR Certified, Medical Billing, Medical Records, PowerPoint
Education
California College San Diego
Associate's degree, Medical/Health Management and Clinical Assistant/Specialist
Union Bank June 2004 - August 2008
Skills
Customer Service, Negotiation, Software Development, Microsoft Excel, Creative Writing, CPR Certified, Medical Billing, Medical Records, PowerPoint
Education
California College San Diego
Associate's degree, Medical/Health Management and Clinical Assistant/Specialist
Janet F. Chapman, CIPP's Union Bank Experience May 2009 - Present
Job SVP, Chief Privacy Officer and Manager, UB Compliance Group, Union Bank
Industry Financial Services
Experience
Union Bank May 2009 - Present
International Association of Privacy Professionals 2004 - Present
The Financial Services Roundtable 2010 - 2012
Chapman Privacy Solutions January 2009 - April 2009
Bay Area Consulting Group September 2008 - December 2008
Charles Schwab 1989 - 2008
Skills
Integration, Risk Management, Data Privacy, Program Management, Leadership, Privacy Law, Privacy Compliance, Internal Audit, Management, Enterprise Risk..., Strategy, Strategic Planning, Policy, Policy Analysis, Financial Services, Governance, Corporate Governance, Information Security..., Public Speaking, Access, Mergers & Acquisitions
Education
Boston University Questrom School of Business
MBA, Business Policy
Union Bank May 2009 - Present
International Association of Privacy Professionals 2004 - Present
The Financial Services Roundtable 2010 - 2012
Chapman Privacy Solutions January 2009 - April 2009
Bay Area Consulting Group September 2008 - December 2008
Charles Schwab 1989 - 2008
Skills
Integration, Risk Management, Data Privacy, Program Management, Leadership, Privacy Law, Privacy Compliance, Internal Audit, Management, Enterprise Risk..., Strategy, Strategic Planning, Policy, Policy Analysis, Financial Services, Governance, Corporate Governance, Information Security..., Public Speaking, Access, Mergers & Acquisitions
Education
Boston University Questrom School of Business
MBA, Business Policy
Shannon Knauss, CPA's Union Bank Experience 2003 - 2005
Job Audit Senior Manager at KPMG
Industry Accounting
Experience
KPMG June 2004 - Present
Union Bank 2003 - 2005
Bank of America 2001 - 2003
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, •BS degree in Business Administration concentration in accounting & finance; minor in economics
KPMG June 2004 - Present
Union Bank 2003 - 2005
Bank of America 2001 - 2003
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, •BS degree in Business Administration concentration in accounting & finance; minor in economics
Jaideep Khurana's Union Bank Experience February 2009 - September 2012
Job Director/Senior Systems Manager, Finance Technology, Mitsubishi Union Bank
Industry Information Technology and Services
Experience
Mitsubishi Union Bank September 2012 - Present
Union Bank February 2009 - September 2012
Washington Mutual August 2005 - February 2009
LogicaCMG 1996 - 2005
Skills
Data Warehousing, SDLC, Vendor Management, Business Intelligence, Informatica, ETL, Software Project..., Requirements Analysis, Business Analysis, Data Modeling, Solution Architecture, Enterprise Architecture, Agile Methodologies, Integration, Oracle, Program Management, Unix, SQL, SOA, PL/SQL
Education
Boston University - School of Management
MBA, Business Administration and Management, General
Delhi University
BS, Computer Engineering
Kendriya Vidyalaya
Mitsubishi Union Bank September 2012 - Present
Union Bank February 2009 - September 2012
Washington Mutual August 2005 - February 2009
LogicaCMG 1996 - 2005
Skills
Data Warehousing, SDLC, Vendor Management, Business Intelligence, Informatica, ETL, Software Project..., Requirements Analysis, Business Analysis, Data Modeling, Solution Architecture, Enterprise Architecture, Agile Methodologies, Integration, Oracle, Program Management, Unix, SQL, SOA, PL/SQL
Education
Boston University - School of Management
MBA, Business Administration and Management, General
Delhi University
BS, Computer Engineering
Kendriya Vidyalaya
Jim McNeece's Union Bank Experience November 1987 - December 1990
Job Account Executive at Peak Performance
Industry Automotive
Experience
Peak Performance March 2004 - Present
Venture Distributors Group January 1994 - February 2004
Union Bank November 1987 - December 1990
Security Pacific National Bank November 1986 - October 1987
Security Pacific National Bank May 1986 - November 1986
Skills
Account Management, Customer Satisfaction, Customer Retention, B2B, Automotive, Product Marketing, Marketing Communications, Sales Operations, Training, Loans, Commercial Lending, Sales Process, Sales Management, Selling, Automobile, Market Planning, Vehicles, Team Building, Key Account Management, Sales Presentations, New Business Development, Profit, Lead Generation, Sales, Marketing, CRM, Competitive Analysis, Direct Marketing, Business Development, Marketing Strategy, Cold Calling, Direct Sales, Forecasting, Negotiation, Salesforce.com, Advertising
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
Business Administration, Finance/Property Management
Peak Performance March 2004 - Present
Venture Distributors Group January 1994 - February 2004
Union Bank November 1987 - December 1990
Security Pacific National Bank November 1986 - October 1987
Security Pacific National Bank May 1986 - November 1986
Skills
Account Management, Customer Satisfaction, Customer Retention, B2B, Automotive, Product Marketing, Marketing Communications, Sales Operations, Training, Loans, Commercial Lending, Sales Process, Sales Management, Selling, Automobile, Market Planning, Vehicles, Team Building, Key Account Management, Sales Presentations, New Business Development, Profit, Lead Generation, Sales, Marketing, CRM, Competitive Analysis, Direct Marketing, Business Development, Marketing Strategy, Cold Calling, Direct Sales, Forecasting, Negotiation, Salesforce.com, Advertising
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
Business Administration, Finance/Property Management
David Lewitter's Union Bank Experience March 2014 - Present
Job Real Estate Loan Officer at Union Bank
Industry Banking
Experience
Union Bank March 2014 - Present
Union Bank September 2013 - February 2014
Union Bank April 2011 - September 2013
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit Risk, Credit
Education
California Polytechnic State University-San Luis Obispo
BS, Finance & MIS
Union Bank March 2014 - Present
Union Bank September 2013 - February 2014
Union Bank April 2011 - September 2013
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit Risk, Credit
Education
California Polytechnic State University-San Luis Obispo
BS, Finance & MIS
Arianne Hall's Union Bank Experience December 2012 - Present
Job Vice President, Treasury Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust October 2006 - April 2013
Wells Fargo 2000 - 2006
Skills
Commercial Banking, Cash Management, Treasury Management, Cross Selling, Relationship Management, Deposits, Payments, ACH, Treasury Services, Business Development, Internet Banking, Credit Analysis, Management, Credit, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Retail Banking, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Agriculture
Union Bank December 2012 - Present
Santa Barbara Bank & Trust October 2006 - April 2013
Wells Fargo 2000 - 2006
Skills
Commercial Banking, Cash Management, Treasury Management, Cross Selling, Relationship Management, Deposits, Payments, ACH, Treasury Services, Business Development, Internet Banking, Credit Analysis, Management, Credit, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Retail Banking, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Agriculture
Heather Rhyne-Christensen's Union Bank Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Union Bank 2011 - Present
Protiviti 2009 - 2011
Protiviti 2008 - 2008
California Attorney General's Office of Medical Fraud 2007 - 2007
Skills
Risk Management, Leadership, Financial Analysis, Financial Modeling, Business Strategy, Strategy
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Business Administration, Finance
Union Bank 2011 - Present
Protiviti 2009 - 2011
Protiviti 2008 - 2008
California Attorney General's Office of Medical Fraud 2007 - 2007
Skills
Risk Management, Leadership, Financial Analysis, Financial Modeling, Business Strategy, Strategy
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Business Administration, Finance
Victor Faks, MBA's Union Bank Experience March 2013 - Present
Job Business Client Advisor & Vice President at Union Bank
Industry Banking
Experience
Union Bank March 2013 - Present
JPMorgan Chase May 2007 - March 2013
JPMorgan Chase June 2007 - October 2010
BANK OF AMERICA January 2000 - January 2007
Bank of America January 2000 - January 2007
RENT4LESS January 1998 - January 2000
Skills
Business Relationship..., Area Manager, Treasury officer, Sales Management, Process Improvement, Commercial Banking, Credit, Credit Analysis, Account Management, Banking, Business Development, CRM, Finance, Financial Services, Leadership, Loans, Mergers, New Business Development, Portfolio Management, Relationship Management, Risk Management, Sales, Treasury Management
Education
California Lutheran University 2003 — 2005
MBA, Management and organizational behavior and international Business
California Lutheran University 2003 — 2005
M.B.A, Management and Organizational Behavior & International Business
California State University 2000 — 2003
B.S.B.A, Marketing
Union Bank March 2013 - Present
JPMorgan Chase May 2007 - March 2013
JPMorgan Chase June 2007 - October 2010
BANK OF AMERICA January 2000 - January 2007
Bank of America January 2000 - January 2007
RENT4LESS January 1998 - January 2000
Skills
Business Relationship..., Area Manager, Treasury officer, Sales Management, Process Improvement, Commercial Banking, Credit, Credit Analysis, Account Management, Banking, Business Development, CRM, Finance, Financial Services, Leadership, Loans, Mergers, New Business Development, Portfolio Management, Relationship Management, Risk Management, Sales, Treasury Management
Education
California Lutheran University 2003 — 2005
MBA, Management and organizational behavior and international Business
California Lutheran University 2003 — 2005
M.B.A, Management and Organizational Behavior & International Business
California State University 2000 — 2003
B.S.B.A, Marketing
Grant Haymond's Union Bank Experience September 2012 - December 2013
Job Senior Credit Analyst at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust January 2014 - Present
Union Bank September 2012 - December 2013
Union Bank April 2010 - September 2012
US Capital Equipment Leasing, Inc. October 2009 - April 2010
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Valuation, Investments, Commercial Lending, Portfolio Management, Credit Risk, Finance, Corporate Finance, Banking, Credit Analysis
Education
Union Bank Commercial Credit Training Program 2012 — 2013
California Polytechnic State University-San Luis Obispo 2005 — 2009
Finance, Business
California Bank & Trust January 2014 - Present
Union Bank September 2012 - December 2013
Union Bank April 2010 - September 2012
US Capital Equipment Leasing, Inc. October 2009 - April 2010
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Valuation, Investments, Commercial Lending, Portfolio Management, Credit Risk, Finance, Corporate Finance, Banking, Credit Analysis
Education
Union Bank Commercial Credit Training Program 2012 — 2013
California Polytechnic State University-San Luis Obispo 2005 — 2009
Finance, Business
Jim Salin's Union Bank Experience June 1974 - September 1980
Job First Vice President at Community Bank
Industry Banking
Experience
Community Bank September 2015 - Present
Pacific Western Bank October 2001 - September 2015
Charter Pacific Bank May 1994 - October 2001
Industrial Bank November 1989 - May 1994
California United Bank June 1984 - November 1989
Metrobank April 1980 - June 1984
Union Bank June 1974 - September 1980
Union Bank of California 1968 - 1974
Skills
Accounts Receivable..., Inventory Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Portfolio Management, Mergers, Loan Origination, Mortgage Lending, Credit Risk, Real Estate, Asset Managment, Bridge Loans, Mergers & Acquisitions, Customer Satisfaction, Business Development, Investment Properties, Customer Retention, Bank Operations, Finance, Commercial Lending, Loans, Credit
Education
Stanford Graduate School of Business 1996 — 1998
Executive Degree, Finance
Brigham Young University 1962 — 1968
BS, Finance
Community Bank September 2015 - Present
Pacific Western Bank October 2001 - September 2015
Charter Pacific Bank May 1994 - October 2001
Industrial Bank November 1989 - May 1994
California United Bank June 1984 - November 1989
Metrobank April 1980 - June 1984
Union Bank June 1974 - September 1980
Union Bank of California 1968 - 1974
Skills
Accounts Receivable..., Inventory Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Portfolio Management, Mergers, Loan Origination, Mortgage Lending, Credit Risk, Real Estate, Asset Managment, Bridge Loans, Mergers & Acquisitions, Customer Satisfaction, Business Development, Investment Properties, Customer Retention, Bank Operations, Finance, Commercial Lending, Loans, Credit
Education
Stanford Graduate School of Business 1996 — 1998
Executive Degree, Finance
Brigham Young University 1962 — 1968
BS, Finance
Kayla Ring's Union Bank Experience August 2010 - November 2011
Job Registration Coordinator at Competitor Group, Inc
Industry Events Services
Experience
Competitor Group September 2012 - Present
Union Bank August 2010 - November 2011
American Cancer Society January 2010 - July 2010
Lifewater International June 2009 - December 2009
Skills
Micorsoft Office, Proficiency in Spanish, Project Management, Marketing, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, Outlook, Event Planning, Strategic Planning, Budgets, Social Media, Non-profits, Fundraising, Spanish, Event Management, Public Relations, Team Leadership, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BA, Communications
University of Barcelona 2008 — 2009
Spanish, Spanish
Competitor Group September 2012 - Present
Union Bank August 2010 - November 2011
American Cancer Society January 2010 - July 2010
Lifewater International June 2009 - December 2009
Skills
Micorsoft Office, Proficiency in Spanish, Project Management, Marketing, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, Outlook, Event Planning, Strategic Planning, Budgets, Social Media, Non-profits, Fundraising, Spanish, Event Management, Public Relations, Team Leadership, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BA, Communications
University of Barcelona 2008 — 2009
Spanish, Spanish
Stephen Wonnacott's Union Bank Experience 2010 - Present
Job Structured Products Specialist at Union Bank
Industry Banking
Experience
Union Bank 2010 - Present
Union Bank 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Skills
Derivatives, Structured Products, Equity Derivatives, Interest Rate..., FX Derivatives, Bloomberg, Series 7, Financial Markets, Equities, Investment Banking, Bonds, Fixed Income, Portfolio Management, Capital Markets, Securities, Trading
Education
Brigham Young University 2003 — 2006
BA, International Relations
Union Bank 2010 - Present
Union Bank 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Skills
Derivatives, Structured Products, Equity Derivatives, Interest Rate..., FX Derivatives, Bloomberg, Series 7, Financial Markets, Equities, Investment Banking, Bonds, Fixed Income, Portfolio Management, Capital Markets, Securities, Trading
Education
Brigham Young University 2003 — 2006
BA, International Relations
Brian Elias MBA, PMP's Union Bank Experience November 2010 - Present
Job VP Consumer Lending Business Technology at Union Bank
Industry Financial Services
Experience
Union Bank November 2010 - Present
Barclays Capital(HomEq Servicing) November 2006 - November 2010
Wachovia(HomEq Servicing) September 2001 - October 2006
First Union July 1998 - September 2001
The Money Store July 1995 - July 1998
Colonial Capital Mortgage & Real Estate Services May 1990 - July 1995
Eaton (AIL Systems) October 1984 - September 1991
Skills
Data Warehousing, Software Documentation, Software Development, Business Process, Testing, PMO
Education
California Lutheran University 1986 — 1990
MBA, Business Administration
The College of New Jersey 1980 — 1984
BS, Electronic Engineering
Union Bank November 2010 - Present
Barclays Capital(HomEq Servicing) November 2006 - November 2010
Wachovia(HomEq Servicing) September 2001 - October 2006
First Union July 1998 - September 2001
The Money Store July 1995 - July 1998
Colonial Capital Mortgage & Real Estate Services May 1990 - July 1995
Eaton (AIL Systems) October 1984 - September 1991
Skills
Data Warehousing, Software Documentation, Software Development, Business Process, Testing, PMO
Education
California Lutheran University 1986 — 1990
MBA, Business Administration
The College of New Jersey 1980 — 1984
BS, Electronic Engineering
Bryon Layes's Union Bank Experience February 2011 - April 2011
Job First Vice President & Controller at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2015 - Present
Heritage Oaks Bank July 2014 - Present
Citizens Business Bank December 2012 - July 2014
Pacific Capital Bancorp May 2011 - October 2012
Union Bank February 2011 - April 2011
Heritage Oaks Bank January 2007 - February 2011
Pacific Capital Bancorp July 2006 - December 2006
Skills
Financial Reporting, SEC reporting, Accounting, Purchase Accounting, Accounting Research, Accounting Policy, XBRL, Banking, ALM, Technical Accounting..., 10Q, 10K, Board of Directors..., Regulatory Filings, SEC filings, Corporate Finance, Policy, GAAP, Investments, Finance, Credit, Financial Analysis, Financial Services, Analysis, Loans, SEC Filings, Financial Modeling, US GAAP
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration / Accounting
Heritage Oaks Bank August 2015 - Present
Heritage Oaks Bank July 2014 - Present
Citizens Business Bank December 2012 - July 2014
Pacific Capital Bancorp May 2011 - October 2012
Union Bank February 2011 - April 2011
Heritage Oaks Bank January 2007 - February 2011
Pacific Capital Bancorp July 2006 - December 2006
Skills
Financial Reporting, SEC reporting, Accounting, Purchase Accounting, Accounting Research, Accounting Policy, XBRL, Banking, ALM, Technical Accounting..., 10Q, 10K, Board of Directors..., Regulatory Filings, SEC filings, Corporate Finance, Policy, GAAP, Investments, Finance, Credit, Financial Analysis, Financial Services, Analysis, Loans, SEC Filings, Financial Modeling, US GAAP
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration / Accounting
Kenneth Heagle's Union Bank Experience February 2011 - April 2012
Job Vice President at Advanced Glazing Solutions, Inc.
Industry Accounting
Experience
Advanced Glazing Solutions, Inc. March 2013 - Present
Alliant Capital LLC April 2012 - March 2013
Union Bank February 2011 - April 2012
Skills
Real Estate Economics, Financial Analysis, Due Diligence, Financial Modeling, Investments, Real Estate, Finance, Asset Management, Commercial Real Estate, Real Estate Financing, Investment Properties, Disposition, Valuation, Property Management, Microsoft Office, PowerPoint, Microsoft Excel, Accounting, Microsoft Word, Budgets, Management, Public Speaking, Financial Accounting, Analysis
Education
Brigham Young University 2005 — 2010
Bachelor of Science (BS), Accounting
Brea Olinda High School 2001 — 2005
Advanced Glazing Solutions, Inc. March 2013 - Present
Alliant Capital LLC April 2012 - March 2013
Union Bank February 2011 - April 2012
Skills
Real Estate Economics, Financial Analysis, Due Diligence, Financial Modeling, Investments, Real Estate, Finance, Asset Management, Commercial Real Estate, Real Estate Financing, Investment Properties, Disposition, Valuation, Property Management, Microsoft Office, PowerPoint, Microsoft Excel, Accounting, Microsoft Word, Budgets, Management, Public Speaking, Financial Accounting, Analysis
Education
Brigham Young University 2005 — 2010
Bachelor of Science (BS), Accounting
Brea Olinda High School 2001 — 2005
Mike Lancia, CFA's Union Bank Experience September 2008 - April 2012
Job Experienced Finance Professional
Industry Venture Capital & Private Equity
Experience
8020 Consulting September 2015 - Present
Elements Behavioral Health April 2012 - August 2015
Union Bank September 2008 - April 2012
Mcgladrey Capital Markets May 2007 - August 2008
First Asset Management May 2002 - August 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Business Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Corporate Development, Strategy, Finance, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Brock University 1998 — 2002
Economics
CFA Charterholder
8020 Consulting September 2015 - Present
Elements Behavioral Health April 2012 - August 2015
Union Bank September 2008 - April 2012
Mcgladrey Capital Markets May 2007 - August 2008
First Asset Management May 2002 - August 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Business Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Corporate Development, Strategy, Finance, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Brock University 1998 — 2002
Economics
CFA Charterholder
Cheryl Ann Limbach's Union Bank Experience October 2010 - Present
Job VP, Risk Management at Union Bank
Industry Banking
Experience
Union Bank October 2010 - Present
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Business Process..., Credit, Due Diligence, Finance, Financial Analysis, Financial Risk, Fraud, Internal Audit, Internal Controls, Operational Risk, Operational Risk..., Process Improvement, Risk Management
Education
Bowling Green State University
BSBA, Finance
Union Bank October 2010 - Present
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Business Process..., Credit, Due Diligence, Finance, Financial Analysis, Financial Risk, Fraud, Internal Audit, Internal Controls, Operational Risk, Operational Risk..., Process Improvement, Risk Management
Education
Bowling Green State University
BSBA, Finance
Kimberly Liehr's Union Bank Experience June 2008 - June 2012
Job Customer Service Assistant at California Bank and Trust
Industry Banking
Experience
California Bank and Trust June 2012 - Present
Union Bank June 2008 - June 2012
Skills
Banking, Commercial Banking, Retail Banking, Consumer Lending, Mortgage Lending, Lines Of Credit, Cross Selling, Cash Management
Education
Brigham Young University - Idaho 2012 — 2016
California Bank and Trust June 2012 - Present
Union Bank June 2008 - June 2012
Skills
Banking, Commercial Banking, Retail Banking, Consumer Lending, Mortgage Lending, Lines Of Credit, Cross Selling, Cash Management
Education
Brigham Young University - Idaho 2012 — 2016
Mike Spettigue's Union Bank Experience May 2012 - August 2012
Job Underwriting Team Lead at Renovate America
Industry Banking
Experience
Renovate America February 2014 - Present
New Penn Financial, LLC May 2013 - February 2014
Prospect Mortgage, LLC September 2012 - April 2013
Union Bank May 2012 - August 2012
Bank of America Home Loans March 2010 - August 2012
Wells Fargo Home Mortgage September 2009 - February 2010
Wells Fargo Home Mortgage May 2006 - August 2008
Skills
Mortgage, FHA, Refinance, Mortgage Lending, Purchase, Underwriting, First Time Home Buyers, Mortgage Industry, Conventional, Credit Analysis, Construction Loans, Credit, Loan Origination
Education
State University of New York College at Brockport 2000 — 2002
Bachelors Degree, Business Administration/Finance
Broome Community College 1997 — 2000
Associates Degree, Business Administration/Finance
Renovate America February 2014 - Present
New Penn Financial, LLC May 2013 - February 2014
Prospect Mortgage, LLC September 2012 - April 2013
Union Bank May 2012 - August 2012
Bank of America Home Loans March 2010 - August 2012
Wells Fargo Home Mortgage September 2009 - February 2010
Wells Fargo Home Mortgage May 2006 - August 2008
Skills
Mortgage, FHA, Refinance, Mortgage Lending, Purchase, Underwriting, First Time Home Buyers, Mortgage Industry, Conventional, Credit Analysis, Construction Loans, Credit, Loan Origination
Education
State University of New York College at Brockport 2000 — 2002
Bachelors Degree, Business Administration/Finance
Broome Community College 1997 — 2000
Associates Degree, Business Administration/Finance
Judy Aydelott's Union Bank Experience May 2003 - May 2012
Job Owner, Lake Carey Partners
Industry Real Estate
Experience
Lake Carey Partners 1990 - June 2013
Union Bank May 2003 - May 2012
Citizens Savings Bank & Trust Company May 2000 - May 2003
Peoples National Bank September 1990 - March 2000
Profile Broadcasting Company, Inc 1975 - 1999
Town of Waterville Valley, NH 1970 - July 1975
BOCES CENTER January 1968 - June 1969
Byram Junior HIgh School September 1967 - December 1967
Abington Heights High School January 1963 - June 1966
Skills
Residential Homes, Real Estate, Investors, Public Speaking, Sellers, Real Estate Transactions
Education
Bucknell University 1966 — 1967
MS, Counselor Education/School Counseling and Guidance Services
Colby College 1960 — 1964
BA, Psychology
Lake Carey Partners 1990 - June 2013
Union Bank May 2003 - May 2012
Citizens Savings Bank & Trust Company May 2000 - May 2003
Peoples National Bank September 1990 - March 2000
Profile Broadcasting Company, Inc 1975 - 1999
Town of Waterville Valley, NH 1970 - July 1975
BOCES CENTER January 1968 - June 1969
Byram Junior HIgh School September 1967 - December 1967
Abington Heights High School January 1963 - June 1966
Skills
Residential Homes, Real Estate, Investors, Public Speaking, Sellers, Real Estate Transactions
Education
Bucknell University 1966 — 1967
MS, Counselor Education/School Counseling and Guidance Services
Colby College 1960 — 1964
BA, Psychology
Eric Paxton's Union Bank Experience OwnerADMCJune 1993 - Present
Job Owner, ADMC
Industry Real Estate
Experience
Union Bank OwnerADMCJune 1993 - Present
Skills
Foreclosures, Single Family Homes, Short Sales, First Time Home Buyers, Sellers, Investment Properties, Listings, Negotiation
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
Bachelor of Applied Science (B.A.Sc.), Forestry and Natural Resources
Union Bank OwnerADMCJune 1993 - Present
Skills
Foreclosures, Single Family Homes, Short Sales, First Time Home Buyers, Sellers, Investment Properties, Listings, Negotiation
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
Bachelor of Applied Science (B.A.Sc.), Forestry and Natural Resources
Adrian Loeza's Union Bank Experience May 2008 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank May 2008 - Present
RadioShack May 2003 - October 2008
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Lines Of Credit, Commercial Lending, Loans, Retail Banking, Banking, Credit Analysis, Credit, Mortgage Lending, Cross Selling, Credit Risk, Bank Secrecy Act, Loan Origination, Deposits, Cash Management, Treasury Management, Finance, Portfolio Management, Financial Risk, Mortgage Banking, Branch Management, Private Banking, Credit Cards, Home Equity Loans, Refinance, Internal Audit, Operational Risk, SBA, Home Equity Lines of..., Internet Banking, Banking Relationships, Loan Servicing, Residential Mortgages, Treasury Services, Strategic Financial..., Investments, Securities, Cash Flow, Merchant Services, Mutual Funds, Series 6, Series 63
Education
Golden Gate University 2013 — 2014
Master of Science in Finance, Corporate Finance Concentration, Corporate Finance
Golden Gate University, Edward S. Ageno School of Business 2013 — 2013
Graduate Certificate in Finance, Finance, General
California State University- Monterey Bay 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Accounting
Cabrillo College 2008 — 2010
Associate's degree, Business
Union Bank May 2008 - Present
RadioShack May 2003 - October 2008
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Lines Of Credit, Commercial Lending, Loans, Retail Banking, Banking, Credit Analysis, Credit, Mortgage Lending, Cross Selling, Credit Risk, Bank Secrecy Act, Loan Origination, Deposits, Cash Management, Treasury Management, Finance, Portfolio Management, Financial Risk, Mortgage Banking, Branch Management, Private Banking, Credit Cards, Home Equity Loans, Refinance, Internal Audit, Operational Risk, SBA, Home Equity Lines of..., Internet Banking, Banking Relationships, Loan Servicing, Residential Mortgages, Treasury Services, Strategic Financial..., Investments, Securities, Cash Flow, Merchant Services, Mutual Funds, Series 6, Series 63
Education
Golden Gate University 2013 — 2014
Master of Science in Finance, Corporate Finance Concentration, Corporate Finance
Golden Gate University, Edward S. Ageno School of Business 2013 — 2013
Graduate Certificate in Finance, Finance, General
California State University- Monterey Bay 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Accounting
Cabrillo College 2008 — 2010
Associate's degree, Business
Terri O'Callaghan's Union Bank Experience February 2015 - Present
Job Director, Sr. Credit Manager
Industry Banking
Experience
Union Bank February 2015 - Present
Bank of America March 2007 - December 2012
Bank of America July 2003 - March 2007
Metrocities Mortgage November 1999 - July 2003
Skills
Microsoft Word, Loans, Microsoft Office, Customer Service, Mortgage Lending, Underwriting, Outlook, Microsoft Excel, Mortgage Banking, Credit, Financial Risk, Loan Origination, Banking, Mortgage Underwriting, FHA, Residential Mortgages, Refinance, VA loans, FHA financing, Credit Risk, FHA Financing, VA Loans
Education
California Lutheran University
Bachelor's degree, Business Management
Union Bank February 2015 - Present
Bank of America March 2007 - December 2012
Bank of America July 2003 - March 2007
Metrocities Mortgage November 1999 - July 2003
Skills
Microsoft Word, Loans, Microsoft Office, Customer Service, Mortgage Lending, Underwriting, Outlook, Microsoft Excel, Mortgage Banking, Credit, Financial Risk, Loan Origination, Banking, Mortgage Underwriting, FHA, Residential Mortgages, Refinance, VA loans, FHA financing, Credit Risk, FHA Financing, VA Loans
Education
California Lutheran University
Bachelor's degree, Business Management
Bradford Whitty's Union Bank Experience July 1987 - July 1988
Job Utilities Analyst at City of Santa Maria
Industry Government Administration
Experience
City of Santa Maria July 1996 - Present
City of Atasacadero July 1994 - July 1996
City of Guadalupe May 1992 - July 1994
Ross, Levin, MacIntyre, & Varner, Architects May 1989 - May 1992
Anshen + Allen July 1988 - May 1989
Union Bank July 1987 - July 1988
RRM Design Group September 1983 - December 1985
Skills
Government, Local Government, Economic Development, Public Policy, Public Administration, Nonprofits, Zoning, Community Outreach, Grant Writing, Program Development
Education
West Coast University 1993 — 1995
Master of Business Administration (MBA), Management Information Systems, General
Cal Poly San Luis Obispo 1984 — 1987
Bachelor of Business Administration (BBA), Accounting and Business/Management
Allan Hancock College 1981 — 1984
Associate of Science (A.S.), Accounting and Business/Management
New Bern Senior High School 1977 — 1979
Diploma
City of Santa Maria July 1996 - Present
City of Atasacadero July 1994 - July 1996
City of Guadalupe May 1992 - July 1994
Ross, Levin, MacIntyre, & Varner, Architects May 1989 - May 1992
Anshen + Allen July 1988 - May 1989
Union Bank July 1987 - July 1988
RRM Design Group September 1983 - December 1985
Skills
Government, Local Government, Economic Development, Public Policy, Public Administration, Nonprofits, Zoning, Community Outreach, Grant Writing, Program Development
Education
West Coast University 1993 — 1995
Master of Business Administration (MBA), Management Information Systems, General
Cal Poly San Luis Obispo 1984 — 1987
Bachelor of Business Administration (BBA), Accounting and Business/Management
Allan Hancock College 1981 — 1984
Associate of Science (A.S.), Accounting and Business/Management
New Bern Senior High School 1977 — 1979
Diploma
Allen Moehle's Union Bank Experience January 2013 - Present
Job VP Sr. Credit Executive at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2009 - Present
LEAF Financial Corporation June 2007 - September 2008
Pacific Capital Bancorp/Santa Barbara Bank & Trust February 1989 - June 2007
Skills
Small Business Lending, Loans, Credit, Underwriting, Analysis, Finance, Portfolio Management
Education
Brigham Young University 1969 — 1975
BS - Business Management
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2009 - Present
LEAF Financial Corporation June 2007 - September 2008
Pacific Capital Bancorp/Santa Barbara Bank & Trust February 1989 - June 2007
Skills
Small Business Lending, Loans, Credit, Underwriting, Analysis, Finance, Portfolio Management
Education
Brigham Young University 1969 — 1975
BS - Business Management
Shima Nooryzadeh's Union Bank Experience April 2014 - Present
Job Project Manager at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
PME March 2013 - April 2014
U.S. Bank July 2010 - February 2013
Skills
Financial Analysis, Project Management, Team Leadership, Organizational..., Business Analysis, Data Analysis, Budget Forecasts, Revenue Analysis, Expense Budget..., Highly detail oriented, Close Attention to..., Microsoft Excel, Microsoft Office, Corporate Finance, Strategic Financial...
Education
Brandman University, Part of the Chapman University System 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
California State University-Fullerton 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Union Bank April 2014 - Present
PME March 2013 - April 2014
U.S. Bank July 2010 - February 2013
Skills
Financial Analysis, Project Management, Team Leadership, Organizational..., Business Analysis, Data Analysis, Budget Forecasts, Revenue Analysis, Expense Budget..., Highly detail oriented, Close Attention to..., Microsoft Excel, Microsoft Office, Corporate Finance, Strategic Financial...
Education
Brandman University, Part of the Chapman University System 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
California State University-Fullerton 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Henry Tiedemann's Union Bank Experience 1993 - 1999
Job Vice President, JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase Bank December 2008 - Present
Washington Mutual 2003 - 2008
KeyBank 1999 - 2003
Union Bank 1993 - 1999
Education
San Francisco State University
Master of Business Administration (MBA), Finance
Brigham Young University
Master of Engineering (M.Eng.), Civil Engineering
University of California, Berkeley
Bachelor of Science (BSc), Civil Engineering
JPMorgan Chase Bank December 2008 - Present
Washington Mutual 2003 - 2008
KeyBank 1999 - 2003
Union Bank 1993 - 1999
Education
San Francisco State University
Master of Business Administration (MBA), Finance
Brigham Young University
Master of Engineering (M.Eng.), Civil Engineering
University of California, Berkeley
Bachelor of Science (BSc), Civil Engineering
Terri Christensen's Union Bank Experience August 2002 - July 2004
Job Administrative Assistant at Atlass Hardware Corporation
Industry Construction
Experience
Atlass Hardware Corporation January 2006 - Present
Handyman Connection August 2004 - December 2006
Union Bank August 2002 - July 2004
Skills
Microsoft Office, Microsoft Excel, Outlook, Process Scheduler, Administrative..., Customer Service, Invoicing, Telephone Skills, Fax, Accounts Receivable, Accounts Payable, Time Management, Customer Satisfaction, Purchasing, Office Equipment
Education
Broward College 1993 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Miami Senior High School 1987 — 1990
High School diploma, Business
Atlass Hardware Corporation January 2006 - Present
Handyman Connection August 2004 - December 2006
Union Bank August 2002 - July 2004
Skills
Microsoft Office, Microsoft Excel, Outlook, Process Scheduler, Administrative..., Customer Service, Invoicing, Telephone Skills, Fax, Accounts Receivable, Accounts Payable, Time Management, Customer Satisfaction, Purchasing, Office Equipment
Education
Broward College 1993 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Miami Senior High School 1987 — 1990
High School diploma, Business
Melanie Chou's Union Bank Experience June 2012 - August 2012
Job Forensic Technology Services Associate at PwC
Industry Information Technology and Services
Novena Cole's Union Bank Experience March 1988 - January 1989
Job Director of Accounting at Hawthorne Direct
Industry Marketing and Advertising
Experience
Hawthorne Direct March 1992 - Present
Temporary Accounting Assignments August 1991 - February 1992
Caterpillar Inc. June 1989 - July 1991
Union Bank March 1988 - January 1989
National Processing Company August 1984 - December 1987
YWCA USA June 1977 - May 1983
Education
Buena Vista University 2005 — 2007
Indian Hills Community College 1994 — 1996
Spoon River College 1980 — 1983
Hawthorne Direct March 1992 - Present
Temporary Accounting Assignments August 1991 - February 1992
Caterpillar Inc. June 1989 - July 1991
Union Bank March 1988 - January 1989
National Processing Company August 1984 - December 1987
YWCA USA June 1977 - May 1983
Education
Buena Vista University 2005 — 2007
Indian Hills Community College 1994 — 1996
Spoon River College 1980 — 1983
Jeanine Curtis's Union Bank Experience February 2008 - Present
Job Banking Professional
Industry Banking
Experience
Union Bank February 2008 - Present
Santa Barbara Bank and Trust February 2003 - February 2008
World Savings June 2001 - February 2003
Skills
Customer Service, Marketing, Mortgage Lending, Time Management, Organization, Teamwork, Data Entry, Office Administration, Accounting for Small..., Highly motivated...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2000
Bachelor of Science (BS), Agricultural Business Management / Marketing, Suma Cum Laude, GPA 3.73
Ventura Community College 1989 — 1997
Associate of Arts (AA), Accounting and Business/Management
Union Bank February 2008 - Present
Santa Barbara Bank and Trust February 2003 - February 2008
World Savings June 2001 - February 2003
Skills
Customer Service, Marketing, Mortgage Lending, Time Management, Organization, Teamwork, Data Entry, Office Administration, Accounting for Small..., Highly motivated...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2000
Bachelor of Science (BS), Agricultural Business Management / Marketing, Suma Cum Laude, GPA 3.73
Ventura Community College 1989 — 1997
Associate of Arts (AA), Accounting and Business/Management