Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Employee
Years
Job
Industry
Charles Boyce Charles Boyce's Union Bank Experience April 1985 - April 1989
Job Vice President, Finance and Chief Financial Officer at Fruit Growers Supply Company
Industry Packaging and Containers
Experience
Fruit Growers Supply Company April 2013 - Present
Millbrae Energy LLC April 2006 - April 2013
Walden Capital Corporation June 2004 - April 2006
Union Planters Corporation and Union Planters Bank, N.A. December 1993 - July 2003
Capital Bank of California April 1989 - June 1993
Union Bank April 1985 - April 1989
KPMG US August 1981 - April 1985
Skills
Mergers, Strategic Planning, Investor Relations, Financial Analysis, Risk Management, Executive Management, Contract Negotiation, Hedging, Business Strategy, Treasury Management, Mergers & Acquisitions, Corporate Finance, Loans, Start-ups, Banking, Process Improvement, Due Diligence, Business Planning, Financial Modeling, Financial Services, Finance, Restructuring, Strategic Financial..., Portfolio Management, Cash Management, Strategy, Leadership, Forecasting, Change Management, Investments, Credit
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science (B.S.) in Economics, Accounting and Finance
Fruit Growers Supply Company April 2013 - Present
Millbrae Energy LLC April 2006 - April 2013
Walden Capital Corporation June 2004 - April 2006
Union Planters Corporation and Union Planters Bank, N.A. December 1993 - July 2003
Capital Bank of California April 1989 - June 1993
Union Bank April 1985 - April 1989
KPMG US August 1981 - April 1985
Skills
Mergers, Strategic Planning, Investor Relations, Financial Analysis, Risk Management, Executive Management, Contract Negotiation, Hedging, Business Strategy, Treasury Management, Mergers & Acquisitions, Corporate Finance, Loans, Start-ups, Banking, Process Improvement, Due Diligence, Business Planning, Financial Modeling, Financial Services, Finance, Restructuring, Strategic Financial..., Portfolio Management, Cash Management, Strategy, Leadership, Forecasting, Change Management, Investments, Credit
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science (B.S.) in Economics, Accounting and Finance
Jamie Garrison Jamie Garrison's Union Bank Experience August 2014 - Present
Job VP; Business Technology Manager at Union Bank
Industry Financial Services
Experience
Union Bank August 2014 - Present
Bank of America April 2014 - August 2014
Black Knight Financial Services (formerly Lender Processing Services, Inc.) December 2011 - April 2014
Bank of America January 2011 - December 2011
Bank of America April 2010 - January 2011
Bank of America May 2008 - April 2010
Bank of America September 2006 - May 2008
Bank of America June 2005 - September 2006
Nexstar Financial Corporation June 2003 - June 2005
Millstone-Bangert, Inc May 1999 - June 2003
Skills
Mortgage Lending, Process Improvement, Visio, Cross-functional Team..., MS Project, Risk Management, Six Sigma, Business Process, SDLC, Program Management, SharePoint, Banking, Change Management, Business Analysis, Business Process..., PMO, Call Centers, Project Management, Business Requirements, Analysis
Education
University of Missouri-Saint Louis 1998 — 2002
B.S., Business Administration; Management and Organizational Behavior and Marketing
Union Bank August 2014 - Present
Bank of America April 2014 - August 2014
Black Knight Financial Services (formerly Lender Processing Services, Inc.) December 2011 - April 2014
Bank of America January 2011 - December 2011
Bank of America April 2010 - January 2011
Bank of America May 2008 - April 2010
Bank of America September 2006 - May 2008
Bank of America June 2005 - September 2006
Nexstar Financial Corporation June 2003 - June 2005
Millstone-Bangert, Inc May 1999 - June 2003
Skills
Mortgage Lending, Process Improvement, Visio, Cross-functional Team..., MS Project, Risk Management, Six Sigma, Business Process, SDLC, Program Management, SharePoint, Banking, Change Management, Business Analysis, Business Process..., PMO, Call Centers, Project Management, Business Requirements, Analysis
Education
University of Missouri-Saint Louis 1998 — 2002
B.S., Business Administration; Management and Organizational Behavior and Marketing
Natalie Crosby Natalie Crosby's Union Bank Experience June 2014 - Present
Job Sr. Credit Analyst Entertainment Finance at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
Union Bank July 2012 - June 2014
American Cancer Society August 2011 - November 2011
Build 12 August 2010 - December 2010
Bistro 33 August 2006 - August 2009
Skills
Credit, Banking, Credit Analysis, Financial Analysis, Investments, Valuation, Liquidity Management, Business Loans, Financial Risk, Loans, Underwriting, Commercial Banking
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics Minor
Union Bank June 2014 - Present
Union Bank July 2012 - June 2014
American Cancer Society August 2011 - November 2011
Build 12 August 2010 - December 2010
Bistro 33 August 2006 - August 2009
Skills
Credit, Banking, Credit Analysis, Financial Analysis, Investments, Valuation, Liquidity Management, Business Loans, Financial Risk, Loans, Underwriting, Commercial Banking
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics Minor
Naomi Denise Young Naomi Denise Young's Union Bank Experience January 2011 - June 2011
Job Project Manager at SAIC/Toyota Motor
Industry Information Technology and Services
Experience
SAIC/Toyota Motor February 2015 - Present
SAIC February 2015 - Present
DIRECTV September 2012 - March 2014
Toyota Financial Services June 2012 - September 2012
Union Bank January 2011 - June 2011
Volt Technical Resources 2004 - 2005
Skills
Change Control Board, Planview Enterprise, Technology Change..., Project Coordination, Project Managers, Quality Assurance, Software Testing Life..., SAP Business Software, Software Development, Project Analysis, Metric Tracking, Engineering Change..., Help Desk Support, Procurement, SAP, Metrics Reporting, Testing, BMC Remedy, Business Objects, Call Center..., Data Analysis, Training Management, Niku Clarity, Creative Writing, Administrative Work, Call Center, MS Project, Short Stories, Published Author, Freelance Writing, Blogging, Copy Editing, Proofreading, Publishing, Fiction Writing, Journalism, Poetry, Storytelling, Ghostwriting, Novels, Non-fiction, Fiction, Voice Over, SDLC, Software Documentation, Resource Management, SharePoint, Business Analysis, Project Management
Education
University of Phoenix 2013 — 2016
IT Project Management, Information Technology
SAIC/Toyota Motor February 2015 - Present
SAIC February 2015 - Present
DIRECTV September 2012 - March 2014
Toyota Financial Services June 2012 - September 2012
Union Bank January 2011 - June 2011
Volt Technical Resources 2004 - 2005
Skills
Change Control Board, Planview Enterprise, Technology Change..., Project Coordination, Project Managers, Quality Assurance, Software Testing Life..., SAP Business Software, Software Development, Project Analysis, Metric Tracking, Engineering Change..., Help Desk Support, Procurement, SAP, Metrics Reporting, Testing, BMC Remedy, Business Objects, Call Center..., Data Analysis, Training Management, Niku Clarity, Creative Writing, Administrative Work, Call Center, MS Project, Short Stories, Published Author, Freelance Writing, Blogging, Copy Editing, Proofreading, Publishing, Fiction Writing, Journalism, Poetry, Storytelling, Ghostwriting, Novels, Non-fiction, Fiction, Voice Over, SDLC, Software Documentation, Resource Management, SharePoint, Business Analysis, Project Management
Education
University of Phoenix 2013 — 2016
IT Project Management, Information Technology
Jim Kordas's Union Bank Experience April 2014 - Present
Job Director at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Citibank May 2012 - April 2014
GE Capital January 2006 - May 2012
GE Capital September 2002 - January 2006
GE Capital July 2001 - September 2002
Education
University of Notre Dame 1991 — 1995
Business Administration
St. Rita High School 1987 — 1991
Union Bank April 2014 - Present
Citibank May 2012 - April 2014
GE Capital January 2006 - May 2012
GE Capital September 2002 - January 2006
GE Capital July 2001 - September 2002
Education
University of Notre Dame 1991 — 1995
Business Administration
St. Rita High School 1987 — 1991
Kevin Buck Kevin Buck's Union Bank Experience May 2015 - Present
Job Instructional Design and content trainer at Union Bank
Industry E-Learning
Experience
Union Bank May 2015 - Present
JCG Land Services, Inc. January 2015 - Present
Merit Resources July 2014 - Present
Iowa Association of REALTORS December 2013 - Present
Emerson Process Management December 2014 - December 2014
United Airlines March 2013 - September 2013
Halliburton October 2012 - March 2013
National Grid August 2012 - October 2012
DataMaxx May 2012 - July 2012
JPMorgan Chase October 2011 - February 2012
Skills
Instructor-led Training, Visio, Customer Service, Instructional Design, Leadership Development, Change Management, Coaching, Training, Training Delivery, MS Project, Employee Training, SAP, Management, Captivate, Hands-on Training, Needs Analysis, Team Building, Sales, Learning Management, Workshop Facilitation, Software Documentation
Education
University of Northern Iowa 1976 — 1982
BA, education, writing
· University of Northern Iowa · San Diego State University
BS, Educational/Instructional Technology
Union Bank May 2015 - Present
JCG Land Services, Inc. January 2015 - Present
Merit Resources July 2014 - Present
Iowa Association of REALTORS December 2013 - Present
Emerson Process Management December 2014 - December 2014
United Airlines March 2013 - September 2013
Halliburton October 2012 - March 2013
National Grid August 2012 - October 2012
DataMaxx May 2012 - July 2012
JPMorgan Chase October 2011 - February 2012
Skills
Instructor-led Training, Visio, Customer Service, Instructional Design, Leadership Development, Change Management, Coaching, Training, Training Delivery, MS Project, Employee Training, SAP, Management, Captivate, Hands-on Training, Needs Analysis, Team Building, Sales, Learning Management, Workshop Facilitation, Software Documentation
Education
University of Northern Iowa 1976 — 1982
BA, education, writing
· University of Northern Iowa · San Diego State University
BS, Educational/Instructional Technology
Jayne Nico Jayne Nico's Union Bank Experience 1999 - 2000
Job Advertising, Public Relations, Health Care
Industry Public Relations and Communications
Experience
UEDG, LLC January 2014 - July 2014
McKesson 2003 - 2013
Ketchum Public Relations 2000 - 2001
Union Bank 1999 - 2000
Bay Logics, Inc 1997 - 1998
Ketchum Communications 1983 - 1996
Skills
Training, Program Management, Event Planning, Management, Marketing, Budgets, Access, Entrepreneurship, Research
Education
University of Missouri-Columbia
Bachelor of Arts (B.A.), Major in Painting and Drawing with a Minor in Art History and Classical Greek
UEDG, LLC January 2014 - July 2014
McKesson 2003 - 2013
Ketchum Public Relations 2000 - 2001
Union Bank 1999 - 2000
Bay Logics, Inc 1997 - 1998
Ketchum Communications 1983 - 1996
Skills
Training, Program Management, Event Planning, Management, Marketing, Budgets, Access, Entrepreneurship, Research
Education
University of Missouri-Columbia
Bachelor of Arts (B.A.), Major in Painting and Drawing with a Minor in Art History and Classical Greek
Dougley Stewart Dougley Stewart's Union Bank Experience August 2006 - August 2007
Job Vice President at FGI Finance
Industry Banking
Experience
FGI Finance March 2014 - Present
Sierra Nevada Investment Group July 2013 - March 2014
USC Marshall School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Wells Fargo Capital Finance June 2010 - July 2011
Wells Fargo Capital Finance June 2008 - June 2010
Merrill Lynch August 2007 - March 2008
Union Bank August 2006 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investment Banking, Capital Markets, Business Development, Credit, Banking
Education
USC Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 2002 — 2006
BS, International Relations
Viewpoint
FGI Finance March 2014 - Present
Sierra Nevada Investment Group July 2013 - March 2014
USC Marshall School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Wells Fargo Capital Finance June 2010 - July 2011
Wells Fargo Capital Finance June 2008 - June 2010
Merrill Lynch August 2007 - March 2008
Union Bank August 2006 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investment Banking, Capital Markets, Business Development, Credit, Banking
Education
USC Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 2002 — 2006
BS, International Relations
Viewpoint
Christian Chavez Christian Chavez's Union Bank Experience August 2014 - Present
Job Asst VP Branch Manager at Union Bank
Industry Banking
Experience
Union Bank August 2014 - Present
Union Bank October 2011 - August 2014
Union Bank March 2010 - September 2011
Union Bank August 2008 - September 2011
Union Bank April 2007 - July 2008
Bank of America August 2004 - November 2005
Skills
Commercial Banking, Commercial Mortgages, Commercial Real Estate, Private Banking, Loans, Residential Mortgages, Investments, Investment Banking, Retail Banking, Bilingual-English/Spanis..., Microsoft Office, Customer Service, Series 6, Series 63, Life Insurance, Internet Banking, Branch Banking, Notary Public, Banking, Commercial Lending, Credit
Education
University of Maryland University College 2004 — 2005
General Studies
Johansen High School 1994 — 1998
Diploma, High School
Union Bank August 2014 - Present
Union Bank October 2011 - August 2014
Union Bank March 2010 - September 2011
Union Bank August 2008 - September 2011
Union Bank April 2007 - July 2008
Bank of America August 2004 - November 2005
Skills
Commercial Banking, Commercial Mortgages, Commercial Real Estate, Private Banking, Loans, Residential Mortgages, Investments, Investment Banking, Retail Banking, Bilingual-English/Spanis..., Microsoft Office, Customer Service, Series 6, Series 63, Life Insurance, Internet Banking, Branch Banking, Notary Public, Banking, Commercial Lending, Credit
Education
University of Maryland University College 2004 — 2005
General Studies
Johansen High School 1994 — 1998
Diploma, High School
Doug Weishahn Doug Weishahn's Union Bank Experience 2001 - Present
Job Vice President at Union Bank & Trust Co.
Industry Banking
Experience
Union Bank 2001 - Present
First National Bank of Omaha January 1997 - October 2001
Skills
Mutual Funds, Investments, Equities, Relationship Management, Banking, Fixed Income, Investment Advisory, Retirement Planning, Wealth Management
Education
University of Nebraska-Lincoln 1976 — 1980
BS, Finance
Martin Luther Acadamy 1972 — 1976
HS
Union Bank 2001 - Present
First National Bank of Omaha January 1997 - October 2001
Skills
Mutual Funds, Investments, Equities, Relationship Management, Banking, Fixed Income, Investment Advisory, Retirement Planning, Wealth Management
Education
University of Nebraska-Lincoln 1976 — 1980
BS, Finance
Martin Luther Acadamy 1972 — 1976
HS
Kathleen Keleher Kathleen Keleher's Union Bank Experience January 2014 - July 2015
Job Executive Assistant at Independent Financial Group
Industry Banking
Experience
Independent Financial Group, LLC July 2015 - Present
Union Bank January 2014 - July 2015
Union Bank September 2012 - January 2014
Union Bank January 2012 - September 2012
Enterprise Bank (Enterprise Bancorp) August 2010 - November 2011
Enterprise Bank (Enterprise Bancorp) August 2009 - August 2010
Skills
Credit, Commercial Lending, Credit Analysis, Loan Origination, Branch Management, Retail Banking, Small Business Lending, Branch Banking, Home Equity Loans, Banking
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration - Finance
Independent Financial Group, LLC July 2015 - Present
Union Bank January 2014 - July 2015
Union Bank September 2012 - January 2014
Union Bank January 2012 - September 2012
Enterprise Bank (Enterprise Bancorp) August 2010 - November 2011
Enterprise Bank (Enterprise Bancorp) August 2009 - August 2010
Skills
Credit, Commercial Lending, Credit Analysis, Loan Origination, Branch Management, Retail Banking, Small Business Lending, Branch Banking, Home Equity Loans, Banking
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration - Finance
Elizabeth Boatman Elizabeth Boatman's Union Bank Experience May 2010 - April 2013
Job Connecting with people
Industry Banking
Experience
Weight Watchers May 2014 - Present
Union Bank May 2010 - April 2013
US Bank January 2009 - May 2009
PFF Bank & Trust January 2006 - December 2008
Skills
Consumer Lending, Leadership, Credit, Banking, Credit Analysis, Analysis, Risk Management, Commercial Banking, Loans, Retail Banking
Education
University of Michigan
AB, History and Classical Archeology
Weight Watchers May 2014 - Present
Union Bank May 2010 - April 2013
US Bank January 2009 - May 2009
PFF Bank & Trust January 2006 - December 2008
Skills
Consumer Lending, Leadership, Credit, Banking, Credit Analysis, Analysis, Risk Management, Commercial Banking, Loans, Retail Banking
Education
University of Michigan
AB, History and Classical Archeology
Kyle Faulkner's Union Bank Experience May 2012 - August 2012
Job Analyst at CenterCal Properties, LLC
Industry Real Estate
Experience
CenterCal Properties, LLC June 2014 - Present
Simon Property Group June 2013 - June 2014
Union Bank May 2012 - August 2012
Procourier June 2011 - August 2012
Skills
Portfolio Management, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
CenterCal Properties, LLC June 2014 - Present
Simon Property Group June 2013 - June 2014
Union Bank May 2012 - August 2012
Procourier June 2011 - August 2012
Skills
Portfolio Management, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Jesse Long Jesse Long's Union Bank Experience August 2010 - June 2013
Job Commercial Relationship Manager at First Federal
Industry Banking
Experience
First Federal March 2015 - Present
First Federal June 2013 - March 2015
Union Bank August 2010 - June 2013
Chase September 2007 - August 2010
Washington Mutual December 2006 - September 2007
Pacific Financial Group December 2004 - December 2006
Education
University of Nevada-Las Vegas 2005 — 2006
Finance, General
First Federal March 2015 - Present
First Federal June 2013 - March 2015
Union Bank August 2010 - June 2013
Chase September 2007 - August 2010
Washington Mutual December 2006 - September 2007
Pacific Financial Group December 2004 - December 2006
Education
University of Nevada-Las Vegas 2005 — 2006
Finance, General
Marley Tucker Marley Tucker's Union Bank Experience August 2007 - August 2012
Job Relationship Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2014 - Present
California Bank & Trust August 2012 - May 2014
Union Bank August 2007 - August 2012
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Investments, Financial Analysis, Strategic Planning, Business Development, Consumer Lending, Finance, New Business Development, Leadership, Marketing, Analysis, Credit Analysis, Credit, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Loans
Education
University of Oregon 2000 — 2004
Bachelor of Science, Ethnic Studies
California Bank & Trust May 2014 - Present
California Bank & Trust August 2012 - May 2014
Union Bank August 2007 - August 2012
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Investments, Financial Analysis, Strategic Planning, Business Development, Consumer Lending, Finance, New Business Development, Leadership, Marketing, Analysis, Credit Analysis, Credit, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Loans
Education
University of Oregon 2000 — 2004
Bachelor of Science, Ethnic Studies
Angela Seitz Angela Seitz's Union Bank Experience August 2013 - January 2015
Job Project Finance Manager at OpTerra Energy Services
Industry Renewables & Environment
Experience
OpTerra Energy Services February 2015 - Present
Union Bank August 2013 - January 2015
Union Bank January 2013 - July 2013
Union Bank March 2012 - December 2012
NutritionQuest / Berkeley Analytics August 2011 - February 2012
Citi January 2008 - January 2009
Citi February 2003 - January 2008
Congressional Budget Office February 2002 - February 2003
PMD International, Inc. July 1998 - February 2002
Department of Treasury June 1997 - August 1997
Skills
Project Finance, Structured Finance, Financial Modeling, Public Policy, Project Management, Strategy, Financial Analysis, Risk Management, Investment Banking, Public Finance, Banking, Due Diligence, Affordable Housing, Document Review, Grant Administration, Budget Analysis, Team Building, Contract Negotiation, Agriculture, Asset Management, Finance
Education
University of Chicago
MPP, Master of Public Policy, concentration in public finance
University of Nebraska-Lincoln
BA, International Affairs, Anthropology
Växjö University
Sociology and Intercultural Studies
OpTerra Energy Services February 2015 - Present
Union Bank August 2013 - January 2015
Union Bank January 2013 - July 2013
Union Bank March 2012 - December 2012
NutritionQuest / Berkeley Analytics August 2011 - February 2012
Citi January 2008 - January 2009
Citi February 2003 - January 2008
Congressional Budget Office February 2002 - February 2003
PMD International, Inc. July 1998 - February 2002
Department of Treasury June 1997 - August 1997
Skills
Project Finance, Structured Finance, Financial Modeling, Public Policy, Project Management, Strategy, Financial Analysis, Risk Management, Investment Banking, Public Finance, Banking, Due Diligence, Affordable Housing, Document Review, Grant Administration, Budget Analysis, Team Building, Contract Negotiation, Agriculture, Asset Management, Finance
Education
University of Chicago
MPP, Master of Public Policy, concentration in public finance
University of Nebraska-Lincoln
BA, International Affairs, Anthropology
Växjö University
Sociology and Intercultural Studies
Sandy Gorski, CRCM Sandy Gorski, CRCM's Union Bank Experience September 2007 - May 2012
Job Compliance Specialist Officer at First National Bank Texas
Industry Banking
Experience
First National Bank Texas July 2012 - Present
Union Bank September 2007 - May 2012
Bank of Odessa June 2005 - September 2007
Skills
RESPA, HMDA, ECOA, AML, Reg Z, Bank Secrecy Act, KYC
Education
University of Missouri-Columbia 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Banking
First National Bank Texas July 2012 - Present
Union Bank September 2007 - May 2012
Bank of Odessa June 2005 - September 2007
Skills
RESPA, HMDA, ECOA, AML, Reg Z, Bank Secrecy Act, KYC
Education
University of Missouri-Columbia 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Banking
Alma D. Banuelos Alma D. Banuelos's Union Bank Experience September 1991 - May 1996
Job Managing Director, Market Trust Executive at US Trust
Industry Financial Services
Experience
US Trust December 2007 - Present
Wells Fargo June 1996 - November 2007
Union Bank September 1991 - May 1996
Wells Fargo April 1989 - August 1991
Skills
Asset Allocation, Asset Management, Asset Managment, Estate Planning, Investments, Management, Portfolio Management, Sales, Series 7, Wealth Management, Wealth Management...
Education
University of La Verne
B.S., Business Administration
US Trust December 2007 - Present
Wells Fargo June 1996 - November 2007
Union Bank September 1991 - May 1996
Wells Fargo April 1989 - August 1991
Skills
Asset Allocation, Asset Management, Asset Managment, Estate Planning, Investments, Management, Portfolio Management, Sales, Series 7, Wealth Management, Wealth Management...
Education
University of La Verne
B.S., Business Administration
Judy K Fiorello's Union Bank Experience June 1987 - January 1992
Job Franchise Owner of Cruise Planners Carousel Vacations
Industry Leisure, Travel & Tourism
Experience
Cruise Planners - Carousel Vacay March 2013 - Present
Providence Classical School September 2012 - August 2013
Great Wall China Adoption March 2008 - June 2008
DoDDs, Boeblingen Elementary September 2003 - May 2005
Union Bank June 1987 - January 1992
Skills
Vacation, Leisure Travel, Cruises, Inclusive Resorts, Travel Planning, Family Vacations, Adventure Travel, Tour Operators, Business Travel, Tourism, Leisure, Travel Management, Honeymoons, Sabre, Travel Writing, Google Groups, Customer Service, Event Planning, Public Speaking, Social Media, Marketing, Social Media Marketing, Event Management
Education
University of Oklahoma
BA Liberal Studies, Social Sciences
Okaloosa-Walton College
AA Liberal Arts and Sciences/Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Cruise Planners - Carousel Vacay March 2013 - Present
Providence Classical School September 2012 - August 2013
Great Wall China Adoption March 2008 - June 2008
DoDDs, Boeblingen Elementary September 2003 - May 2005
Union Bank June 1987 - January 1992
Skills
Vacation, Leisure Travel, Cruises, Inclusive Resorts, Travel Planning, Family Vacations, Adventure Travel, Tour Operators, Business Travel, Tourism, Leisure, Travel Management, Honeymoons, Sabre, Travel Writing, Google Groups, Customer Service, Event Planning, Public Speaking, Social Media, Marketing, Social Media Marketing, Event Management
Education
University of Oklahoma
BA Liberal Studies, Social Sciences
Okaloosa-Walton College
AA Liberal Arts and Sciences/Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Kevin Enyeart, CGP Kevin Enyeart, CGP's Union Bank Experience March 2010 - June 2012
Job Vice President & General Manager at DAK Realty Devco, LLC
Industry Real Estate
Experience
DAK Realty Devco, LLC September 2013 - Present
3-10 Business Solutions LLC December 2009 - Present
Union Bank March 2010 - June 2012
Gale Home Builders October 2002 - December 2009
Realty Executives Metro One June 2001 - November 2002
RE/MAX Professionals - Blue Springs January 1999 - June 2001
Bank of Jacomo April 1995 - December 1998
Skills
Real Estate, Real Estate Transactions, Selling, Loans, Investment Properties, Small Business, Residential Homes, Strategic Planning, Marketing, Banking, Sales, Leadership, Contract Negotiation, Commercial Real Estate, Foreclosures, Construction, Training, Finance, Sales Management, Management, Renovation, Customer Service, Sellers, Investments, Budgets, First Time Home Buyers, Executive Management, New Home Sales, Land Development, Green Building, Referrals, Mortgage Lending, Portfolio Management, Neighborhood Development, Disposition, Investors, Board of Directors, Executive Level..., New Home Building, Land Use Planning, Neighborhood Planning, Commercial Lending, Asset Based Lending, Property, Real Estate Development, Negotiation, Asset Management, Team Building, New Business Development
Education
University of Missouri-Columbia 1991 — 1996
Business Management & Marketing
Blue Springs High School 1987 — 1991
DAK Realty Devco, LLC September 2013 - Present
3-10 Business Solutions LLC December 2009 - Present
Union Bank March 2010 - June 2012
Gale Home Builders October 2002 - December 2009
Realty Executives Metro One June 2001 - November 2002
RE/MAX Professionals - Blue Springs January 1999 - June 2001
Bank of Jacomo April 1995 - December 1998
Skills
Real Estate, Real Estate Transactions, Selling, Loans, Investment Properties, Small Business, Residential Homes, Strategic Planning, Marketing, Banking, Sales, Leadership, Contract Negotiation, Commercial Real Estate, Foreclosures, Construction, Training, Finance, Sales Management, Management, Renovation, Customer Service, Sellers, Investments, Budgets, First Time Home Buyers, Executive Management, New Home Sales, Land Development, Green Building, Referrals, Mortgage Lending, Portfolio Management, Neighborhood Development, Disposition, Investors, Board of Directors, Executive Level..., New Home Building, Land Use Planning, Neighborhood Planning, Commercial Lending, Asset Based Lending, Property, Real Estate Development, Negotiation, Asset Management, Team Building, New Business Development
Education
University of Missouri-Columbia 1991 — 1996
Business Management & Marketing
Blue Springs High School 1987 — 1991
Bill Stirewalt Bill Stirewalt's Union Bank Experience July 2014 - April 2015
Job Director of Finance, Reporting & Data Analytics at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group April 2015 - Present
Union Bank July 2014 - April 2015
Pearson Education March 2010 - May 2014
Pearson Education September 2009 - March 2010
Scantron September 2007 - August 2009
GMAC ResCap 2004 - 2007
Thomson Reuters - North American Legal - West 2000 - 2004
Financial Advisors LLC 1998 - 2000
Skills
Essbase, Financial Modeling, Financial Analysis, Forecasting, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Financial Reporting, Mergers, Budgets, Accounting, PeopleSoft, Process Improvement, Hyperion Planning, Pricing, Strategic Planning, Business Strategy, Acquisition Integration, Financial Forecasting, Oracle Business..., KPI Dashboards, Balanced Scorecard, SAP, Oracle Applications, Sales Compensation, Efficacy, Internal Controls, Analytics, Analysis, Mergers & Acquisitions, Competitive Analysis, Business Process, Cross-functional Team..., Finance, Leadership, Management, Program Management, Consolidation, Financial Planning
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA, Finance & Strategic Management
University of Minnesota - Carlson School of Management 2002 — 2002
Vienna Seminar, Consultative Live Marketing Case Study
University of Minnesota - Carlson School of Management 1993 — 1998
BS, Finance
Cetera Financial Group April 2015 - Present
Union Bank July 2014 - April 2015
Pearson Education March 2010 - May 2014
Pearson Education September 2009 - March 2010
Scantron September 2007 - August 2009
GMAC ResCap 2004 - 2007
Thomson Reuters - North American Legal - West 2000 - 2004
Financial Advisors LLC 1998 - 2000
Skills
Essbase, Financial Modeling, Financial Analysis, Forecasting, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Financial Reporting, Mergers, Budgets, Accounting, PeopleSoft, Process Improvement, Hyperion Planning, Pricing, Strategic Planning, Business Strategy, Acquisition Integration, Financial Forecasting, Oracle Business..., KPI Dashboards, Balanced Scorecard, SAP, Oracle Applications, Sales Compensation, Efficacy, Internal Controls, Analytics, Analysis, Mergers & Acquisitions, Competitive Analysis, Business Process, Cross-functional Team..., Finance, Leadership, Management, Program Management, Consolidation, Financial Planning
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA, Finance & Strategic Management
University of Minnesota - Carlson School of Management 2002 — 2002
Vienna Seminar, Consultative Live Marketing Case Study
University of Minnesota - Carlson School of Management 1993 — 1998
BS, Finance
Toni Crespo Toni Crespo's Union Bank Experience April 2007 - Present
Job Senior Vice President Union Bank
Industry Banking
Experience
Union Bank April 2007 - Present
Luther Burbank Savings 2000 - 2007
Cal Fed Bank 1994 - 2000
Skills
Banking, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Portfolio Management
Education
University of Michigan 1982 — 1984
BBA, Business
Union Bank April 2007 - Present
Luther Burbank Savings 2000 - 2007
Cal Fed Bank 1994 - 2000
Skills
Banking, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Portfolio Management
Education
University of Michigan 1982 — 1984
BBA, Business
John Richards, CFP® John Richards, CFP®'s Union Bank Experience September 1995 - January 2012
Job Senior Vice President / Investment Region Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank April 2013 - Present
Comerica Bank January 2012 - May 2013
Union Bank September 1995 - January 2012
Skills
Wealth Management, Retirement Planning, Portfolio Management, Series 7, Investments, Banking, Risk Management, Asset Management, Series 63, Finance, Financial Analysis, Commercial Banking, Commercial Lending, Loans, Mutual Funds
Education
University of Michigan
BA, Economics
Huntington National Bank April 2013 - Present
Comerica Bank January 2012 - May 2013
Union Bank September 1995 - January 2012
Skills
Wealth Management, Retirement Planning, Portfolio Management, Series 7, Investments, Banking, Risk Management, Asset Management, Series 63, Finance, Financial Analysis, Commercial Banking, Commercial Lending, Loans, Mutual Funds
Education
University of Michigan
BA, Economics
Heather Furlong's Union Bank Experience August 2010 - April 2011
Job Manager, JP Morgan Chase Bank
Industry Banking
Experience
JP Morgan Chase Bank April 2011 - Present
Union Bank August 2010 - April 2011
Wells Fargo Bank August 1992 - May 2009
Merchant's Community Bank October 1991 - July 1992
Skills
Branch Management, Banking, Sales Management, Cross Selling, Hiring Practices, Home Equity Loans, California Notary Public, Improving the overall..., Team Building, Customer Service, Loans, Management, Notary Public, Sales, Training, Branch Banking, Retail Banking, Relationship Management, Credit Cards, Financial Services, Private Banking
Education
University of Nevada-Reno 1988 — 1989
General Studies
City Colleges of Chicago 1990 — 1991
Accounting and Business/Management
Truckee Meadows Community College 1992 — 1993
Sales and Business
JP Morgan Chase Bank April 2011 - Present
Union Bank August 2010 - April 2011
Wells Fargo Bank August 1992 - May 2009
Merchant's Community Bank October 1991 - July 1992
Skills
Branch Management, Banking, Sales Management, Cross Selling, Hiring Practices, Home Equity Loans, California Notary Public, Improving the overall..., Team Building, Customer Service, Loans, Management, Notary Public, Sales, Training, Branch Banking, Retail Banking, Relationship Management, Credit Cards, Financial Services, Private Banking
Education
University of Nevada-Reno 1988 — 1989
General Studies
City Colleges of Chicago 1990 — 1991
Accounting and Business/Management
Truckee Meadows Community College 1992 — 1993
Sales and Business
Matt Ullakko Matt Ullakko's Union Bank Experience August 2005 - April 2006
Job Retirement Plan Consultant
Industry Information Technology and Services
Experience
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
susan Laws susan Laws's Union Bank Experience January 2003 - July 2006
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty August 2012 - Present
Union Bank January 2003 - July 2006
Wells Fargo June 1989 - September 2001
Education
Lincoln Northeast High School
University of Nebraska-Lincoln
B.S., Business Administration
Keller Williams Realty August 2012 - Present
Union Bank January 2003 - July 2006
Wells Fargo June 1989 - September 2001
Education
Lincoln Northeast High School
University of Nebraska-Lincoln
B.S., Business Administration
Heidi Bhagat Heidi Bhagat's Union Bank Experience March 2008 - August 2011
Job J.D.
Industry Legal Services
Experience
BillFloat August 2013 - Present
Union Bank March 2008 - August 2011
Bank of America April 2004 - March 2008
Skills
Consumer Lending, Banking, Loans, Customer Service, Management, Financial Services, Private Banking, Sales Management, Commercial Lending, Risk Management, Finance, Credit, Recruiting, Sales, Mortgage Lending, Investments, Portfolio Management, Credit Analysis, Real Estate, Relationship Management, Commercial Banking, Mortgage Banking, Small Business Lending, Retail Banking, Financial Analysis, Mergers & Acquisitions, Lexis
Education
University of San Francisco School of Law 2011 — 2014
JD, Law
University of Maryland College Park 1998 — 2003
Bachelor of Science (BS)
BillFloat August 2013 - Present
Union Bank March 2008 - August 2011
Bank of America April 2004 - March 2008
Skills
Consumer Lending, Banking, Loans, Customer Service, Management, Financial Services, Private Banking, Sales Management, Commercial Lending, Risk Management, Finance, Credit, Recruiting, Sales, Mortgage Lending, Investments, Portfolio Management, Credit Analysis, Real Estate, Relationship Management, Commercial Banking, Mortgage Banking, Small Business Lending, Retail Banking, Financial Analysis, Mergers & Acquisitions, Lexis
Education
University of San Francisco School of Law 2011 — 2014
JD, Law
University of Maryland College Park 1998 — 2003
Bachelor of Science (BS)
Kerry Plinton, CSM Kerry Plinton, CSM's Union Bank Experience March 2013 - June 2013
Job Project Manager Currently Looking
Industry Insurance
Experience
Farmers Insurance Group of Companies 2014 - 2014
Farmers Insurance 2014 - 2014
PMI Los Angeles 2008 - 2014
PMI Los Angeles 2008 - 2014
PMI Los Angeles 2008 - 2014
Union Bank March 2013 - June 2013
Harbor Freight Tools October 2012 - February 2013
City National Bank October 2000 - October 2012
Project Management Institute 2010 - 2011
PMI - Los Angeles Chapter 2008 - 2010
Skills
CSM, PMP, Contact Management, Program Management, Product Development, Relationship Management, Vendor Management, Cross-functional Team..., Project Planning, Process Improvement, Integration, Software Project..., CRM, Leadership, PMO, Budgets, Banking, Project Management, Management, Quality Assurance, Business Analysis, Team Leadership, Resource Management, Agile Methodologies, Change Management, SDLC, Business Process..., Risk Management, MS Project, Project Portfolio..., Scrum, IT Management, Visio, Business Intelligence, Business Process, Software Documentation, IT Strategy, Requirements Analysis, SharePoint, Project Delivery, Requirements Gathering
Education
University of Massachusetts, Amherst 1973 — 1976
BS, Education
Techical High School 1969 — 1972
College Prep
Farmers Insurance Group of Companies 2014 - 2014
Farmers Insurance 2014 - 2014
PMI Los Angeles 2008 - 2014
PMI Los Angeles 2008 - 2014
PMI Los Angeles 2008 - 2014
Union Bank March 2013 - June 2013
Harbor Freight Tools October 2012 - February 2013
City National Bank October 2000 - October 2012
Project Management Institute 2010 - 2011
PMI - Los Angeles Chapter 2008 - 2010
Skills
CSM, PMP, Contact Management, Program Management, Product Development, Relationship Management, Vendor Management, Cross-functional Team..., Project Planning, Process Improvement, Integration, Software Project..., CRM, Leadership, PMO, Budgets, Banking, Project Management, Management, Quality Assurance, Business Analysis, Team Leadership, Resource Management, Agile Methodologies, Change Management, SDLC, Business Process..., Risk Management, MS Project, Project Portfolio..., Scrum, IT Management, Visio, Business Intelligence, Business Process, Software Documentation, IT Strategy, Requirements Analysis, SharePoint, Project Delivery, Requirements Gathering
Education
University of Massachusetts, Amherst 1973 — 1976
BS, Education
Techical High School 1969 — 1972
College Prep
Troy Norris Troy Norris's Union Bank Experience September 2005 - September 2008
Job Senior Vice President at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust September 2008 - Present
Union Bank September 2005 - September 2008
Pinnacle Bank March 2000 - August 2005
Skills
Portfolio Management, Credit, Commercial Banking, Risk Management, Sales Management, Banking, Loans, Small Business Lending, Credit Analysis, Strategic Planning, Commercial Lending, Loan Origination, Treasury Management, Consumer Lending, Commercial Mortgages, Lines Of Credit
Education
Graduate School of Banking, Boulder Colorado 2005 — 2007
University of Nebraska-Lincoln 1994 — 1998
BSBA, Finance
Arizona Bank & Trust September 2008 - Present
Union Bank September 2005 - September 2008
Pinnacle Bank March 2000 - August 2005
Skills
Portfolio Management, Credit, Commercial Banking, Risk Management, Sales Management, Banking, Loans, Small Business Lending, Credit Analysis, Strategic Planning, Commercial Lending, Loan Origination, Treasury Management, Consumer Lending, Commercial Mortgages, Lines Of Credit
Education
Graduate School of Banking, Boulder Colorado 2005 — 2007
University of Nebraska-Lincoln 1994 — 1998
BSBA, Finance
Ralph Draetta Ralph Draetta's Union Bank Experience October 2009 - December 2010
Job Vice President Relationship Manager at United Bank
Industry Banking
Experience
United Bankshares, Inc December 2010 - Present
Union Bank October 2009 - December 2010
Union Bank December 2007 - October 2009
KeyBank Real Estate Capital March 2002 - November 2007
KeyBank Real Estate Capital November 1997 - March 2002
Skills
Underwriting, Structuring, Loans, Portfolio Management, Real Estate, Commercial Lending, Credit Analysis, Syndications, Credit Risk, Commercial Mortgages, Valuation, Excel, Workout, Construction Loans, Finance, Financial Structuring
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance
West Virginia University
Bachelor's Degree, Business Administration (Finance)
United Bankshares, Inc December 2010 - Present
Union Bank October 2009 - December 2010
Union Bank December 2007 - October 2009
KeyBank Real Estate Capital March 2002 - November 2007
KeyBank Real Estate Capital November 1997 - March 2002
Skills
Underwriting, Structuring, Loans, Portfolio Management, Real Estate, Commercial Lending, Credit Analysis, Syndications, Credit Risk, Commercial Mortgages, Valuation, Excel, Workout, Construction Loans, Finance, Financial Structuring
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance
West Virginia University
Bachelor's Degree, Business Administration (Finance)
Sheila McCarthy Sheila McCarthy's Union Bank Experience 1995 - 2009
Job Senior Loan Consultant at New American Funding
Industry Financial Services
Experience
New American Funding December 2014 - Present
PNC October 2013 - Present
Chase December 2009 - October 2013
Union Bank 1995 - 2009
Skills
Residential Mortgages, Jumbo Mortgage, Jumbo Mortgages..., FHA/VA, First Time Buyer...
Education
University of Maryland College Park
Psychology
New American Funding December 2014 - Present
PNC October 2013 - Present
Chase December 2009 - October 2013
Union Bank 1995 - 2009
Skills
Residential Mortgages, Jumbo Mortgage, Jumbo Mortgages..., FHA/VA, First Time Buyer...
Education
University of Maryland College Park
Psychology
Lisa Lua's Union Bank Experience January 2006 - July 2007
Job Director of Operations at Western University of Health Sciences
Industry Higher Education
Experience
Western University of Health Sciences July 2007 - Present
Union Bank January 2006 - July 2007
Citi August 2004 - January 2006
Skills
Leadership, Healthcare, Public Speaking, Microsoft Office, Management, Strategic Planning, Nonprofits, Research, Program Management, Customer Service, Fundraising, Data Analysis, Team Building, Event Planning, Higher Education, PowerPoint, Program Development
Education
University of La Verne
Master of Business Administration (MBA), Management and Leadership
Western University of Health Sciences July 2007 - Present
Union Bank January 2006 - July 2007
Citi August 2004 - January 2006
Skills
Leadership, Healthcare, Public Speaking, Microsoft Office, Management, Strategic Planning, Nonprofits, Research, Program Management, Customer Service, Fundraising, Data Analysis, Team Building, Event Planning, Higher Education, PowerPoint, Program Development
Education
University of La Verne
Master of Business Administration (MBA), Management and Leadership
Athena Chan Athena Chan's Union Bank Experience January 2010 - Present
Job VP, Financial Analysis Manager at Union Bank
Industry Banking
Experience
Union Bank January 2010 - Present
Spectrum Group International, Inc. May 2008 - January 2010
Indymac Bank April 2005 - May 2008
KPMG LLP September 2000 - April 2005
Skills
Certified Public..., Auditing, Banking, Cash Management, Commercial Banking, Credit, Finance, Financial Analysis, Financial Modeling, Loans, Mergers, Risk Management, Treasury Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance, Accounting, Economics
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA), New York and California
Union Bank January 2010 - Present
Spectrum Group International, Inc. May 2008 - January 2010
Indymac Bank April 2005 - May 2008
KPMG LLP September 2000 - April 2005
Skills
Certified Public..., Auditing, Banking, Cash Management, Commercial Banking, Credit, Finance, Financial Analysis, Financial Modeling, Loans, Mergers, Risk Management, Treasury Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance, Accounting, Economics
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA), New York and California
Sally Enloe Ford Sally Enloe Ford's Union Bank Experience October 2010 - January 2015
Job Vice President, Treasury Management Commercial Sales Consultant at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2015 - Present
Union Bank October 2010 - January 2015
Union Bank N.A. 2008 - October 2010
Landmark Education 2008 - 2008
Bank of America 2006 - 2008
R.H. Donnelley Inc 2005 - 2006
Skills
Financial Modeling, Treasury Management, Cash Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Portfolio Management, Finance, Corporate Finance, Process Improvement, Forecasting, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
U.S. Bank January 2015 - Present
Union Bank October 2010 - January 2015
Union Bank N.A. 2008 - October 2010
Landmark Education 2008 - 2008
Bank of America 2006 - 2008
R.H. Donnelley Inc 2005 - 2006
Skills
Financial Modeling, Treasury Management, Cash Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Portfolio Management, Finance, Corporate Finance, Process Improvement, Forecasting, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
Laura Mantilla Laura Mantilla's Union Bank Experience January 2012 - July 2012
Job Executive Administrative Assistant at Foothill Federal Credit Union
Industry Financial Services
Experience
Foothill FCU July 2012 - Present
Union Bank January 2012 - July 2012
Western Bridge FCU July 2007 - January 2012
Western Bridge FCU May 2004 - July 2007
CW Driver Inc. January 2004 - May 2004
TS Motorsports Inc January 2001 - December 2003
Keller Builders, Inc March 1999 - April 2000
Home Savings of America October 1997 - February 1999
Home Savings of America August 1993 - October 1997
Skills
Invoicing, Process Improvement, Banking, Analysis, Software Documentation, Financial Analysis, Budgets, Credit, Accounts Receivable, Administrative..., Accounts Payable, Vendor Management, Administration, Visio, Leadership, Human Resources, Management, Accounting, Data Entry, Finance, Access, Auditing, Policy
Education
University of La Verne 2006 — 2012
Bachelor of Arts (B.A.), Business Administration
Foothill FCU July 2012 - Present
Union Bank January 2012 - July 2012
Western Bridge FCU July 2007 - January 2012
Western Bridge FCU May 2004 - July 2007
CW Driver Inc. January 2004 - May 2004
TS Motorsports Inc January 2001 - December 2003
Keller Builders, Inc March 1999 - April 2000
Home Savings of America October 1997 - February 1999
Home Savings of America August 1993 - October 1997
Skills
Invoicing, Process Improvement, Banking, Analysis, Software Documentation, Financial Analysis, Budgets, Credit, Accounts Receivable, Administrative..., Accounts Payable, Vendor Management, Administration, Visio, Leadership, Human Resources, Management, Accounting, Data Entry, Finance, Access, Auditing, Policy
Education
University of La Verne 2006 — 2012
Bachelor of Arts (B.A.), Business Administration
Jim McGinnis Jim McGinnis's Union Bank Experience 2007 - 2009
Job Lead Software Developer at Networkfleet, Inc.
Industry Information Technology and Services
Experience
Networkfleet, Inc. November 2011 - Present
Hewlett-Packard October 2009 - November 2011
Union Bank 2007 - 2009
Furnishnet July 2006 - April 2007
CSA Travel Protection March 2000 - July 2006
Epicor March 1999 - March 2000
Skills
Agile Methodologies, Scrum, Java, Java Enterprise Edition, Software Development, Enterprise Software, XML, Tomcat, Hibernate, Spring, JavaScript, SQL, Spring Framework, Subversion, Web Services
Education
University of Massachusetts at Lowell 1990 — 1995
BS, Information Technology/Computer Science
Networkfleet, Inc. November 2011 - Present
Hewlett-Packard October 2009 - November 2011
Union Bank 2007 - 2009
Furnishnet July 2006 - April 2007
CSA Travel Protection March 2000 - July 2006
Epicor March 1999 - March 2000
Skills
Agile Methodologies, Scrum, Java, Java Enterprise Edition, Software Development, Enterprise Software, XML, Tomcat, Hibernate, Spring, JavaScript, SQL, Spring Framework, Subversion, Web Services
Education
University of Massachusetts at Lowell 1990 — 1995
BS, Information Technology/Computer Science
Shane York Shane York's Union Bank Experience March 2012 - August 2014
Job VP Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Union Bank March 2012 - August 2014
Wells Fargo Business Banking 2008 - 2012
Wells Fargo Merchant Services February 2003 - November 2008
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Leadership, Loan Origination, Sales, Small Business, Lines Of Credit, Mortgage Lending, New Business Development, Financial Analysis, Relationship Management, Business Development, Credit Analysis, Underwriting, Portfolio Management, Finance, Investments, Cash Management, Commercial Mortgages, Real Estate, Strategic Planning, Wealth Management, Insurance, Sales Management, Financial Services, Business Planning, Consumer Lending, Strategic Financial..., Retail Banking, Risk Management, Treasury Management, Mortgage Banking, Cross Selling, Merchant Services, Refinance
Education
University of North Texas 1996 — 2000
Bachelor of Business Administration (B.B.A.), Sales and Marketing
Wells Fargo August 2014 - Present
Union Bank March 2012 - August 2014
Wells Fargo Business Banking 2008 - 2012
Wells Fargo Merchant Services February 2003 - November 2008
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Leadership, Loan Origination, Sales, Small Business, Lines Of Credit, Mortgage Lending, New Business Development, Financial Analysis, Relationship Management, Business Development, Credit Analysis, Underwriting, Portfolio Management, Finance, Investments, Cash Management, Commercial Mortgages, Real Estate, Strategic Planning, Wealth Management, Insurance, Sales Management, Financial Services, Business Planning, Consumer Lending, Strategic Financial..., Retail Banking, Risk Management, Treasury Management, Mortgage Banking, Cross Selling, Merchant Services, Refinance
Education
University of North Texas 1996 — 2000
Bachelor of Business Administration (B.B.A.), Sales and Marketing
John Wheeling John Wheeling's Union Bank Experience April 2001 - July 2010
Job Market President at Community Bank
Industry Banking
Experience
Community Bank August 2011 - Present
Arthritis Foundation 2011 - Present
Citizens Business Bank July 2010 - August 2011
Union Bank April 2001 - July 2010
Imperial Bank November 1999 - April 2001
Skills
Commercial Mortgages, Loans, Cash Management, Asset Based Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Treasury Management, Leadership, Financial Analysis, Credit, Banking, Finance, Credit Analysis, Cash Flow, Financial Risk, Loan Origination, Credit Risk, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Small Business Lending, Executive Management, Funding, Mortgage Banking, Financial Structuring, Consumer Lending, Investments, Risk Management, Relationship Management, Strategic Financial...
Education
University of La Verne 1985 — 1989
B.S., Business Administration
Community Bank August 2011 - Present
Arthritis Foundation 2011 - Present
Citizens Business Bank July 2010 - August 2011
Union Bank April 2001 - July 2010
Imperial Bank November 1999 - April 2001
Skills
Commercial Mortgages, Loans, Cash Management, Asset Based Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Treasury Management, Leadership, Financial Analysis, Credit, Banking, Finance, Credit Analysis, Cash Flow, Financial Risk, Loan Origination, Credit Risk, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Small Business Lending, Executive Management, Funding, Mortgage Banking, Financial Structuring, Consumer Lending, Investments, Risk Management, Relationship Management, Strategic Financial...
Education
University of La Verne 1985 — 1989
B.S., Business Administration
Brooks Allen Brooks Allen's Union Bank Experience April 2010 - March 2011
Job Director, Strategic Partnerships at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - Present
Brooks Allen Photography July 2008 - Present
Union Bank April 2010 - March 2011
Charles Schwab June 2009 - April 2010
Charles Schwab Institutional January 2007 - July 2008
Ribbon of Road June 2005 - December 2006
Charles Schwab January 2000 - June 2005
University of Oregon Athletics January 1995 - June 1998
Skills
Sponsorship, Sponsorship Activation, Email Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Marketing, Advertising, Strategy, Marketing Strategy, Web Design, Business Development, Project Management, Product Marketing, Online Advertising, Strategic Partnerships, Creative Direction
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Le Cordon Bleu 1999 — 1999
French Cuisine & Wine
Saint Ignatius College Preparatory 1990 — 1994
Cathedral School for Boys
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - Present
Brooks Allen Photography July 2008 - Present
Union Bank April 2010 - March 2011
Charles Schwab June 2009 - April 2010
Charles Schwab Institutional January 2007 - July 2008
Ribbon of Road June 2005 - December 2006
Charles Schwab January 2000 - June 2005
University of Oregon Athletics January 1995 - June 1998
Skills
Sponsorship, Sponsorship Activation, Email Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Marketing, Advertising, Strategy, Marketing Strategy, Web Design, Business Development, Project Management, Product Marketing, Online Advertising, Strategic Partnerships, Creative Direction
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Le Cordon Bleu 1999 — 1999
French Cuisine & Wine
Saint Ignatius College Preparatory 1990 — 1994
Cathedral School for Boys
Tim Podraza Tim Podraza's Union Bank Experience 2012 - 2013
Job Strategic Planning | Business Consultant | Program Manager | Real Estate Development | Project Manager | Speaker
Industry Real Estate
Experience
National Football League April 2008 - Present
Prava Construction Services, Inc. 2014 - 2014
Union Bank 2012 - 2013
Real Estate Site Selection June 2011 - December 2012
Union Bank January 2001 - June 2011
Union Bank July 1996 - December 2000
Union Bank July 1986 - July 1996
General Dynamics - Convair July 1986 - July 1988
Skills
Vendor Management, Program Management, Mergers & Acquisitions, Strategic Planning, Process Improvement, Budgets, Project Management, Business Development, Contract Management, Due Diligence, Change Management, Team Building, Project Planning, P&L Management, Mergers, Operations Management, Risk Management, Business Strategy, Site Selection, Construction Management, Financial Management, Cross-functional Team..., Integration, Market Research, Real Estate Development, Facilities Management, Business Process..., Corporate Real Estate, Financial Analysis, Acquisition Integration, Negotiation, Contract Negotiation, Management Consulting, Site Acquisition, Executive Management, Retail Real Estate, Industrial Engineering, Portfolio Management, Budgeting, Process Engineering, Occupancy Planning, Market Planning, Real Estate
Education
University of Nebraska-Lincoln 1981 — 1986
BS, Industrial and Management Systems Engineering
National Football League April 2008 - Present
Prava Construction Services, Inc. 2014 - 2014
Union Bank 2012 - 2013
Real Estate Site Selection June 2011 - December 2012
Union Bank January 2001 - June 2011
Union Bank July 1996 - December 2000
Union Bank July 1986 - July 1996
General Dynamics - Convair July 1986 - July 1988
Skills
Vendor Management, Program Management, Mergers & Acquisitions, Strategic Planning, Process Improvement, Budgets, Project Management, Business Development, Contract Management, Due Diligence, Change Management, Team Building, Project Planning, P&L Management, Mergers, Operations Management, Risk Management, Business Strategy, Site Selection, Construction Management, Financial Management, Cross-functional Team..., Integration, Market Research, Real Estate Development, Facilities Management, Business Process..., Corporate Real Estate, Financial Analysis, Acquisition Integration, Negotiation, Contract Negotiation, Management Consulting, Site Acquisition, Executive Management, Retail Real Estate, Industrial Engineering, Portfolio Management, Budgeting, Process Engineering, Occupancy Planning, Market Planning, Real Estate
Education
University of Nebraska-Lincoln 1981 — 1986
BS, Industrial and Management Systems Engineering
Finn Johnson Finn Johnson's Union Bank Experience 1986 - 1986
Job Commercial Real Estate Consultant
Industry Real Estate
Experience
RunMyBusiness January 2010 - Present
RE BackOffice, Inc. January 2006 - December 2009
NAI Global March 2001 - December 2005
PropertyFirst.com December 1999 - March 2001
Bollerman Development Corporation March 1996 - December 1999
Black's Guide March 1993 - March 1996
Investment Real Estate Sales Broker January 1987 - March 1993
Union Bank 1986 - 1986
Skills
Brokerage, Location Intelligence, Real Estate, Leases, Investment Properties, Property Management, Due Diligence, Commercial Real Estate, Valuation, Investments, Disposition, Investors, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Lease Administration, Tenant, Real Estate Economics, Landlords, Business Development, Finance, Lease Negotiations, Mergers & Acquisitions, Shopping Centers, Market Analysis, Start-ups, Real Estate Financing, Acquisitions, Land Acquisition, Tenant Representation, Appraisals, International Real..., Apartments, Property, 1031 Exchanges, Entitlements, Real Property
Education
University of New Haven 1979 — 1984
BS
RunMyBusiness January 2010 - Present
RE BackOffice, Inc. January 2006 - December 2009
NAI Global March 2001 - December 2005
PropertyFirst.com December 1999 - March 2001
Bollerman Development Corporation March 1996 - December 1999
Black's Guide March 1993 - March 1996
Investment Real Estate Sales Broker January 1987 - March 1993
Union Bank 1986 - 1986
Skills
Brokerage, Location Intelligence, Real Estate, Leases, Investment Properties, Property Management, Due Diligence, Commercial Real Estate, Valuation, Investments, Disposition, Investors, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Lease Administration, Tenant, Real Estate Economics, Landlords, Business Development, Finance, Lease Negotiations, Mergers & Acquisitions, Shopping Centers, Market Analysis, Start-ups, Real Estate Financing, Acquisitions, Land Acquisition, Tenant Representation, Appraisals, International Real..., Apartments, Property, 1031 Exchanges, Entitlements, Real Property
Education
University of New Haven 1979 — 1984
BS
Richard Judy Richard Judy's Union Bank Experience June 2008 - June 2011
Job Manager, Web Analytics at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade September 2012 - Present
Marriott International June 2011 - December 2012
Union Bank June 2008 - June 2011
Symmetry Electronics January 2005 - May 2008
VIRIS Promotions December 2001 - October 2004
Information Marketing Services April 1995 - October 2001
Skills
Online Marketing, Copywriting, Promotions, Asset Management, Email Marketing
Education
University of Maryland College Park 1991 — 1996
Bachelor of Science (BS), Marketing
TD Ameritrade September 2012 - Present
Marriott International June 2011 - December 2012
Union Bank June 2008 - June 2011
Symmetry Electronics January 2005 - May 2008
VIRIS Promotions December 2001 - October 2004
Information Marketing Services April 1995 - October 2001
Skills
Online Marketing, Copywriting, Promotions, Asset Management, Email Marketing
Education
University of Maryland College Park 1991 — 1996
Bachelor of Science (BS), Marketing
Jenni Dunlap's Union Bank Experience June 2011 - April 2012
Job Director, Compensation at Time Inc.
Industry Publishing
Experience
Time Inc. August 2015 - Present
Time Inc. June 2013 - Present
Time Inc. September 2012 - June 2013
Union Bank June 2011 - April 2012
Charles Schwab November 2009 - June 2011
CareerBuilder.com February 2009 - November 2009
CareerBuilder.com January 2008 - February 2009
CareerBuilder.com August 2006 - January 2008
Vilcom May 2005 - July 2006
Skills
Sales Compensation, Workday, Deferred Compensation, Incentive Programs, Compensation Structures, Job Evaluation, Human Resources, PeopleSoft, Management, Benchmarking, Analysis, Payroll, Process Improvement, Compensation, Project Management, Microsoft Excel, Compensation & Benefit, Salary Benchmarking, SharePoint, Job Analysis, PowerPoint, Market Pricing, Communication, Salary, Access
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, International Studies & Political Science
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), Political science
Time Inc. August 2015 - Present
Time Inc. June 2013 - Present
Time Inc. September 2012 - June 2013
Union Bank June 2011 - April 2012
Charles Schwab November 2009 - June 2011
CareerBuilder.com February 2009 - November 2009
CareerBuilder.com January 2008 - February 2009
CareerBuilder.com August 2006 - January 2008
Vilcom May 2005 - July 2006
Skills
Sales Compensation, Workday, Deferred Compensation, Incentive Programs, Compensation Structures, Job Evaluation, Human Resources, PeopleSoft, Management, Benchmarking, Analysis, Payroll, Process Improvement, Compensation, Project Management, Microsoft Excel, Compensation & Benefit, Salary Benchmarking, SharePoint, Job Analysis, PowerPoint, Market Pricing, Communication, Salary, Access
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, International Studies & Political Science
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), Political science
Karl Frye's Union Bank Experience May 2013 - October 2014
Job Senior Vice President at AZ Dental Bank / AZ Physicians Bank (Divisions of West Valley National Bank)
Industry Financial Services
Experience
AZ Dental Bank / AZ Physicians Bank (Divisions of West Valley National Bank) July 2015 - Present
Wells Fargo Practice Finance September 2014 - July 2015
Union Bank May 2013 - October 2014
Wells Fargo August 2010 - June 2013
Envision Capital Group LLC April 2006 - August 2010
Emerging Display Technologies, Corp February 2003 - March 2006
Nova English School 2001 - 2003
Skills
Underwriting, New Business Development, Sales, Sales Management, Mortgage, Commercial Banking, Loans, Small Business Lending, Refinance, Mortgage Lending, Mergers & Acquisitions, Commercial Real Estate, Commercial Finance, Finance, SBA, Business Development, Lines Of Credit, Commercial Lending, Credit Analysis, Credit, Management, Financial Services, Banking, Loan Origination, Financial Analysis, Portfolio Management, Leadership, Relationship Management, Customer Service, CRM, Marketing
Education
University of Oregon 1997 — 2001
Bachelor of Science, Sociology / Business Administration
AZ Dental Bank / AZ Physicians Bank (Divisions of West Valley National Bank) July 2015 - Present
Wells Fargo Practice Finance September 2014 - July 2015
Union Bank May 2013 - October 2014
Wells Fargo August 2010 - June 2013
Envision Capital Group LLC April 2006 - August 2010
Emerging Display Technologies, Corp February 2003 - March 2006
Nova English School 2001 - 2003
Skills
Underwriting, New Business Development, Sales, Sales Management, Mortgage, Commercial Banking, Loans, Small Business Lending, Refinance, Mortgage Lending, Mergers & Acquisitions, Commercial Real Estate, Commercial Finance, Finance, SBA, Business Development, Lines Of Credit, Commercial Lending, Credit Analysis, Credit, Management, Financial Services, Banking, Loan Origination, Financial Analysis, Portfolio Management, Leadership, Relationship Management, Customer Service, CRM, Marketing
Education
University of Oregon 1997 — 2001
Bachelor of Science, Sociology / Business Administration
Matthew Rodkey's Union Bank Experience April 2015 - Present
Job QC Auditor at Union Bank
Industry Financial Services
Experience
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo Home Mortgage September 2011 - May 2012
Provident Funding Associates L.P. September 2010 - September 2011
Provident Funding Associates L.P. August 2009 - September 2010
Provident Funding Associates L.P. September 2006 - August 2009
Merrill Lynch January 2005 - May 2005
Skills
FNMA/FHLMC Conventional..., JUMBO Experience, FHA Experience with DE...
Education
University of North Carolina at Wilmington 2002 — 2006
Business Administration, Finance, 3.77 Cumulative, 3.845 in Cameron School of Business
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo Home Mortgage September 2011 - May 2012
Provident Funding Associates L.P. September 2010 - September 2011
Provident Funding Associates L.P. August 2009 - September 2010
Provident Funding Associates L.P. September 2006 - August 2009
Merrill Lynch January 2005 - May 2005
Skills
FNMA/FHLMC Conventional..., JUMBO Experience, FHA Experience with DE...
Education
University of North Carolina at Wilmington 2002 — 2006
Business Administration, Finance, 3.77 Cumulative, 3.845 in Cameron School of Business
Cynthia Rolf, MSC, MBA, CTP Cynthia Rolf, MSC, MBA, CTP's Union Bank Experience June 2008 - February 2011
Job
Industry Banking
Experience
HSBC February 2011 - December 2013
Union Bank June 2008 - February 2011
Citigroup July 2006 - March 2008
Mellon Bank February 2003 - July 2006
Wells Fargo July 1990 - February 2003
Skills
Credit, Treasury Management, Banking, Cash Management, Analysis, Commercial Banking, Credit Analysis, Customer Service, Financial Services, Management, Payments, Relationship Management, Sales, Training, Treasury, Consumer Lending, Commercial Lending, Financial Analysis, Small Business Lending, Strategy, Credit Risk, Cash Flow, Account Management, Internet Banking, Investments, Internal Audit, Finance, Cross Selling, Financial Transactions, Corporate Finance
Education
University of Phoenix 2012 — 2015
Master of Science in Counseling
University of Phoenix 1999 — 2003
MBA
HSBC February 2011 - December 2013
Union Bank June 2008 - February 2011
Citigroup July 2006 - March 2008
Mellon Bank February 2003 - July 2006
Wells Fargo July 1990 - February 2003
Skills
Credit, Treasury Management, Banking, Cash Management, Analysis, Commercial Banking, Credit Analysis, Customer Service, Financial Services, Management, Payments, Relationship Management, Sales, Training, Treasury, Consumer Lending, Commercial Lending, Financial Analysis, Small Business Lending, Strategy, Credit Risk, Cash Flow, Account Management, Internet Banking, Investments, Internal Audit, Finance, Cross Selling, Financial Transactions, Corporate Finance
Education
University of Phoenix 2012 — 2015
Master of Science in Counseling
University of Phoenix 1999 — 2003
MBA
Carlo Pedrazzini's Union Bank Experience October 2014 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Lockheed Martin Space Systems Company January 2012 - October 2014
Lockheed Martin Space Systems Company June 2010 - December 2011
Lockheed Martin Space Systems Company June 2008 - June 2010
Lockheed Martin Space Systems Company July 2006 - June 2008
Morgan Stanley DW January 2005 - April 2005
Skills
Banking, CCAR, Regulatory Reporting, Six Sigma, Business Strategy, Financial Analysis, Process Improvement, Leadership, Financial Modeling, Management, Lean Processes, Project Management, Earned Value Management, Building Relationships, SAP, Microsoft Excel, Aerospace, Finance, Budgeting, Supply Chain Management, Business Development, Operational Excellence, Program Planning, New Business Development, Cost Management, Program Budgeting, Corporate FP&A, Operations Management, Satellites, Missiles, Microsoft Office, Training, Program Management, Project Planning, Data Analysis, Proposal Writing, Security Clearance, Cost Accounting, Government Contracting, DoD, Strategic Planning, Market Research, Logistics, Financial Reporting, Financial Planning, Supply Chain, Contract Management, Government Procurement, Bloomberg
Education
University of North Carolina at Chapel Hill 2011 — 2013
MBA, Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Finance and Management
Union Bank October 2014 - Present
Lockheed Martin Space Systems Company January 2012 - October 2014
Lockheed Martin Space Systems Company June 2010 - December 2011
Lockheed Martin Space Systems Company June 2008 - June 2010
Lockheed Martin Space Systems Company July 2006 - June 2008
Morgan Stanley DW January 2005 - April 2005
Skills
Banking, CCAR, Regulatory Reporting, Six Sigma, Business Strategy, Financial Analysis, Process Improvement, Leadership, Financial Modeling, Management, Lean Processes, Project Management, Earned Value Management, Building Relationships, SAP, Microsoft Excel, Aerospace, Finance, Budgeting, Supply Chain Management, Business Development, Operational Excellence, Program Planning, New Business Development, Cost Management, Program Budgeting, Corporate FP&A, Operations Management, Satellites, Missiles, Microsoft Office, Training, Program Management, Project Planning, Data Analysis, Proposal Writing, Security Clearance, Cost Accounting, Government Contracting, DoD, Strategic Planning, Market Research, Logistics, Financial Reporting, Financial Planning, Supply Chain, Contract Management, Government Procurement, Bloomberg
Education
University of North Carolina at Chapel Hill 2011 — 2013
MBA, Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Finance and Management
Bob Nolen Bob Nolen's Union Bank Experience September 2014 - Present
Job Director Senior Program Manager at Union Bank
Industry Financial Services
Experience
Union Bank September 2014 - Present
Carlisle & Gallagher Consulting Group December 2013 - August 2014
Bank of America March 2008 - July 2013
Bank of America May 2005 - March 2008
Bank of America October 2002 - May 2005
Bank of America 1994 - 2000
Bank of America April 1989 - 1994
United States Marine Corps January 1985 - January 1991
Lomas Information Systems 1987 - 1989
Skills
Project Delivery, Operational Excellence, Six Sigma, Green Belt, DMAIC, Profit & Loss Management, Banking, Risk Management, Income Statement, Cross-functional Team..., Strategy, Vendor Management, Change Management, Leadership, Loans, Business Analysis, Retail Banking, Credit Cards, Mergers & Acquisitions, Management, Portfolio Management, Start-ups, E-commerce, Executive Management, Project Management, Enterprise Software, Mortgage Lending, Business Process, Financial Services, Call Centers, Sales, Mortgage Banking, Credit, Relationship Management, Loan Origination, Consumer Lending, Operational Risk..., Strategic Planning, Commercial Banking, Internet Banking, Payments, Financial Risk, Credit Analysis, Cross Selling, Credit Risk
Education
University of Oklahoma 1982 — 1987
BBA, Marketing
University of Washington 1997 — 1999
Pacific Coast Banking School
Union Bank September 2014 - Present
Carlisle & Gallagher Consulting Group December 2013 - August 2014
Bank of America March 2008 - July 2013
Bank of America May 2005 - March 2008
Bank of America October 2002 - May 2005
Bank of America 1994 - 2000
Bank of America April 1989 - 1994
United States Marine Corps January 1985 - January 1991
Lomas Information Systems 1987 - 1989
Skills
Project Delivery, Operational Excellence, Six Sigma, Green Belt, DMAIC, Profit & Loss Management, Banking, Risk Management, Income Statement, Cross-functional Team..., Strategy, Vendor Management, Change Management, Leadership, Loans, Business Analysis, Retail Banking, Credit Cards, Mergers & Acquisitions, Management, Portfolio Management, Start-ups, E-commerce, Executive Management, Project Management, Enterprise Software, Mortgage Lending, Business Process, Financial Services, Call Centers, Sales, Mortgage Banking, Credit, Relationship Management, Loan Origination, Consumer Lending, Operational Risk..., Strategic Planning, Commercial Banking, Internet Banking, Payments, Financial Risk, Credit Analysis, Cross Selling, Credit Risk
Education
University of Oklahoma 1982 — 1987
BBA, Marketing
University of Washington 1997 — 1999
Pacific Coast Banking School
Jo Chinburg Jo Chinburg's Union Bank Experience January 2013 - Present
Job Director, Executive Compensation at MUFG Union Bank
Industry Human Resources
Experience
Union Bank January 2013 - Present
Charles Schwab November 2011 - January 2013
Charles Schwab May 2010 - November 2011
PG&E Corporation June 2008 - July 2009
The Clorox Company March 2006 - June 2008
Charles Schwab January 2005 - March 2006
Del Monte Foods August 1988 - November 2004
Skills
Deferred Compensation, Executive Pay, Retirement, Employee Benefits, Workforce Planning
Education
University of Oregon
Music
Union Bank January 2013 - Present
Charles Schwab November 2011 - January 2013
Charles Schwab May 2010 - November 2011
PG&E Corporation June 2008 - July 2009
The Clorox Company March 2006 - June 2008
Charles Schwab January 2005 - March 2006
Del Monte Foods August 1988 - November 2004
Skills
Deferred Compensation, Executive Pay, Retirement, Employee Benefits, Workforce Planning
Education
University of Oregon
Music
Janelle Scammahorn's Union Bank Experience January 2005 - June 2007
Job Independent Finance Professional
Industry Accounting
Experience
Independent Financial Management November 2009 - Present
CorKat Data Solutions May 2014 - September 2014
Bank of the West March 2009 - March 2010
US Bank March 2008 - March 2009
Union Bank January 2005 - June 2007
Union Bank July 2004 - January 2005
The F&M Bank & Trust Company November 2002 - March 2004
Mercantile Bank 2001 - 2002
Skills
Accounting, Customer Service, Financial Reporting, Payroll, Accounts Receivable, Budgets, Financial Analysis, Accounts Payable, General Ledger, Process Improvement, Microsoft Excel, Managerial Finance, Auditing, QuickBooks, Account Reconciliation, Financial Accounting, Small Business, Strategic Financial..., Forecasting, Bookkeeping, Tax, Analysis, Business Planning, Public Speaking
Education
University of Northern Colorado 2012 — 2015
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, 3.89
Independent Financial Management November 2009 - Present
CorKat Data Solutions May 2014 - September 2014
Bank of the West March 2009 - March 2010
US Bank March 2008 - March 2009
Union Bank January 2005 - June 2007
Union Bank July 2004 - January 2005
The F&M Bank & Trust Company November 2002 - March 2004
Mercantile Bank 2001 - 2002
Skills
Accounting, Customer Service, Financial Reporting, Payroll, Accounts Receivable, Budgets, Financial Analysis, Accounts Payable, General Ledger, Process Improvement, Microsoft Excel, Managerial Finance, Auditing, QuickBooks, Account Reconciliation, Financial Accounting, Small Business, Strategic Financial..., Forecasting, Bookkeeping, Tax, Analysis, Business Planning, Public Speaking
Education
University of Northern Colorado 2012 — 2015
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, 3.89
Christopher Crafton Christopher Crafton's Union Bank Experience 2012 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Wells Fargo 2010 - 2012
World Savings 2005 - 2010
Skills
Commerical Lending, Residential Mortgages, Commercial Real Estate, Merchant Services, Payroll, Investment Banking, Investment Advisory, Series 63, Series 6, Life Insurance
Education
University of Nevada-Reno
Business Administration and Management, General
Union Bank 2012 - Present
Wells Fargo 2010 - 2012
World Savings 2005 - 2010
Skills
Commerical Lending, Residential Mortgages, Commercial Real Estate, Merchant Services, Payroll, Investment Banking, Investment Advisory, Series 63, Series 6, Life Insurance
Education
University of Nevada-Reno
Business Administration and Management, General
Jill Hanson's Union Bank Experience August 2005 - June 2006
Job Founder The Q.Psience Project, Alternative Talk Radio Host, Writer, Social Media
Industry Research
Experience
KGRA-db The Global Radio Alliance May 2014 - Present
The Q.Psience Project September 2013 - Present
Writer August 2013 - Present
Social Media Manager January 2013 - Present
FixYa.com March 2010 - August 2010
Trilithon, Inc. February 2006 - March 2010
Baxter Credit Union August 2006 - December 2007
Union Bank August 2005 - June 2006
Mountain West Bank, NA December 2000 - August 2004
Skills
Conflict Resolution, Team Leadership, Instructing, Microsoft Office, Research, Staff Development, Critical Thinking, Writing, Online Research, Philosophy of Mind, Transpersonal, Quantum Theory, Autism, Paradigm Shifts, Paradox, Social Media, Social Justice, Editing, Photography, Social Networking, Blogging, Fine Art, Social Media Marketing, Management, Creative Writing, Event Planning, Leadership, Nonprofits, Teaching, Public Speaking, Public Relations, Radio Host, Coaching, Recruitment Training
Education
John F. Kennedy University 2013 — 2015
Master of Arts (MA), Consciousness and Transformative Studies
California Institute of Integral Studies 2012 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Studies
The Art Institute of Boston/Lesley University 2012 — 2012
Illustration Portfolio
The University of Montana 1993 — 1997
Fine Art, Cultural Anthropolgy
Homer High School 1989 — 1993
Diploma, General Studies
KGRA-db The Global Radio Alliance May 2014 - Present
The Q.Psience Project September 2013 - Present
Writer August 2013 - Present
Social Media Manager January 2013 - Present
FixYa.com March 2010 - August 2010
Trilithon, Inc. February 2006 - March 2010
Baxter Credit Union August 2006 - December 2007
Union Bank August 2005 - June 2006
Mountain West Bank, NA December 2000 - August 2004
Skills
Conflict Resolution, Team Leadership, Instructing, Microsoft Office, Research, Staff Development, Critical Thinking, Writing, Online Research, Philosophy of Mind, Transpersonal, Quantum Theory, Autism, Paradigm Shifts, Paradox, Social Media, Social Justice, Editing, Photography, Social Networking, Blogging, Fine Art, Social Media Marketing, Management, Creative Writing, Event Planning, Leadership, Nonprofits, Teaching, Public Speaking, Public Relations, Radio Host, Coaching, Recruitment Training
Education
John F. Kennedy University 2013 — 2015
Master of Arts (MA), Consciousness and Transformative Studies
California Institute of Integral Studies 2012 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Studies
The Art Institute of Boston/Lesley University 2012 — 2012
Illustration Portfolio
The University of Montana 1993 — 1997
Fine Art, Cultural Anthropolgy
Homer High School 1989 — 1993
Diploma, General Studies
Mike Hardin's Union Bank Experience June 2005 - August 2011
Job Creative Director & Partner, Five Point Strategies LLP
Industry Political Organization
Experience
Blue Valley School District July 2015 - Present
Five Point Strategies LLP February 2011 - Present
Bishop Ward High School August 2011 - July 2015
Jackson County Democratic Committee March 2014 - June 2014
Liberty Public Schools August 2010 - August 2011
Union Bank June 2005 - August 2011
Independent Political Consulting November 2008 - February 2011
UMKC January 2009 - June 2010
UMKC Arts & Sciences Student Council May 2009 - May 2010
Jay Nixon for Missouri Governor January 2008 - November 2008
Skills
Strategic Communications, Public Speaking, Politics, Coaching, Coaching..., Leadership, Community Outreach, Political Consulting, Budgets, Strategic Planning, Nonprofits, Political Campaigns
Education
University of Missouri-Kansas City 2010 — 2013
Master of Arts (M.A.), Educational Curriculum & Instructional Leadership, 3.85 GPA
University of Missouri-Kansas City 2007 — 2009
Bachelor of Arts (B.A.), Political Science
Utah State University 2006 — 2007
Communications, Economics
Oak Park High School 2002 — 2006
College Preparatory Diploma, High School/Secondary Diploma Programs
Blue Valley School District July 2015 - Present
Five Point Strategies LLP February 2011 - Present
Bishop Ward High School August 2011 - July 2015
Jackson County Democratic Committee March 2014 - June 2014
Liberty Public Schools August 2010 - August 2011
Union Bank June 2005 - August 2011
Independent Political Consulting November 2008 - February 2011
UMKC January 2009 - June 2010
UMKC Arts & Sciences Student Council May 2009 - May 2010
Jay Nixon for Missouri Governor January 2008 - November 2008
Skills
Strategic Communications, Public Speaking, Politics, Coaching, Coaching..., Leadership, Community Outreach, Political Consulting, Budgets, Strategic Planning, Nonprofits, Political Campaigns
Education
University of Missouri-Kansas City 2010 — 2013
Master of Arts (M.A.), Educational Curriculum & Instructional Leadership, 3.85 GPA
University of Missouri-Kansas City 2007 — 2009
Bachelor of Arts (B.A.), Political Science
Utah State University 2006 — 2007
Communications, Economics
Oak Park High School 2002 — 2006
College Preparatory Diploma, High School/Secondary Diploma Programs
Ashumi Lee's Union Bank Experience June 2010 - February 2011
Job Research Manager CoStar Group
Industry Information Technology and Services
Experience
CoStar Group September 2013 - Present
Union Bank June 2010 - February 2011
Central Pacific Bank October 2007 - November 2010
Sandy Spring Bank 2005 - 2007
SunTrust Bank June 2001 - March 2005
Skills
Team Leadership, Microsoft Office, Coaching, Team Building, Banking, New Business Development, Marketing, Sales, Leadership, Management, Outlook, Customer Service, Investment Properties, Operations Management, Real Estate, Training, Accounting, Small Business, Finance, Business Development
Education
University of Maryland Baltimore 1998 — 2002
BA, History
Magruder High School
CoStar Group September 2013 - Present
Union Bank June 2010 - February 2011
Central Pacific Bank October 2007 - November 2010
Sandy Spring Bank 2005 - 2007
SunTrust Bank June 2001 - March 2005
Skills
Team Leadership, Microsoft Office, Coaching, Team Building, Banking, New Business Development, Marketing, Sales, Leadership, Management, Outlook, Customer Service, Investment Properties, Operations Management, Real Estate, Training, Accounting, Small Business, Finance, Business Development
Education
University of Maryland Baltimore 1998 — 2002
BA, History
Magruder High School
Emily Gorelick Emily Gorelick's Union Bank Experience March 2011 - December 2013
Job Buisness Banking Specialist at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank March 2015 - Present
AppFolio Inc. December 2013 - February 2015
Union Bank March 2011 - December 2013
7Days of Chocolate July 2009 - March 2011
Whisknladle Hospitality July 2009 - October 2010
Nobu San Diego September 2008 - July 2009
GIA November 2004 - October 2007
Skills
Operational Risk..., Error Management, Underwriting, Compliance, Risk Analysis, Marketing, Coaching, Electronic Payment..., Microsoft Office, Microsoft Excel, Marketing Strategy, Restaurant Management, Customer Service, Project Management, Account Management, Marketing Management, Operations Management, Retail Banking, Cash Management, Mentoring, Cash Handeling, Menu Development, Food Safety, Restaurants, Leadership, Management, Strategy
Education
University of Oregon 2001 — 2004
Bachelor's of Science, Geology/Earth Science, General
San Diego Culinary Institute 2007 — 2008
Certification, Diplome Professionel de Boulangerie et Patisserie
BofI Federal Bank March 2015 - Present
AppFolio Inc. December 2013 - February 2015
Union Bank March 2011 - December 2013
7Days of Chocolate July 2009 - March 2011
Whisknladle Hospitality July 2009 - October 2010
Nobu San Diego September 2008 - July 2009
GIA November 2004 - October 2007
Skills
Operational Risk..., Error Management, Underwriting, Compliance, Risk Analysis, Marketing, Coaching, Electronic Payment..., Microsoft Office, Microsoft Excel, Marketing Strategy, Restaurant Management, Customer Service, Project Management, Account Management, Marketing Management, Operations Management, Retail Banking, Cash Management, Mentoring, Cash Handeling, Menu Development, Food Safety, Restaurants, Leadership, Management, Strategy
Education
University of Oregon 2001 — 2004
Bachelor's of Science, Geology/Earth Science, General
San Diego Culinary Institute 2007 — 2008
Certification, Diplome Professionel de Boulangerie et Patisserie
Jerry Hosemann Jerry Hosemann's Union Bank Experience 2007 - 2012
Job Managing Director at BP
Industry Oil & Energy
Experience
BP Energy Company May 2015 - Present
Cargill July 2012 - January 2015
Union Bank 2007 - 2012
Shell Trading 1998 - 2007
Skills
Financial Analysis, Credit, Corporate Finance, Derivatives, Risk Management, Portfolio Management, Credit Risk, Banking, Credit Analysis, Mergers & Acquisitions, New Business Development, Commercial Banking, Commodity Markets, Strategy, Financial Modeling, Options, Financial Risk, Due Diligence, Energy, Contract Negotiation, Trading, Hedging, Strategic Planning, Capital Markets, Natural Gas, Petroleum, Energy Industry, Oil, Analysis, Commodity
Education
University of Mississippi
BP Energy Company May 2015 - Present
Cargill July 2012 - January 2015
Union Bank 2007 - 2012
Shell Trading 1998 - 2007
Skills
Financial Analysis, Credit, Corporate Finance, Derivatives, Risk Management, Portfolio Management, Credit Risk, Banking, Credit Analysis, Mergers & Acquisitions, New Business Development, Commercial Banking, Commodity Markets, Strategy, Financial Modeling, Options, Financial Risk, Due Diligence, Energy, Contract Negotiation, Trading, Hedging, Strategic Planning, Capital Markets, Natural Gas, Petroleum, Energy Industry, Oil, Analysis, Commodity
Education
University of Mississippi
David Guarneri's Union Bank Experience February 2015 - Present
Job Entrepreneur
Industry Information Technology and Services
Experience
Union Bank February 2015 - Present
GEICO May 2014 - December 2014
Banco Santander December 2012 - May 2014
GE Healthcare November 2011 - December 2012
PricewaterhouseCoopers April 2010 - November 2011
Trimble Navigation December 2007 - April 2010
Dallas County October 2004 - November 2007
Sirius Computer Solutions April 2003 - September 2004
Skills
Microsoft SQL Server, Powershell, SQL, SDLC, Splunk, Oracle, Linux, IIS, Apache, SEO, PCI DSS, MySQL, Business Intelligence, Troubleshooting, Enterprise Software, Networking, Technical Support, Python, Regular Expressions, Drupal, JavaScript, jQuery, PHP4/5, CSS, REST API, Operational Intelligence, LAMP, Adobe Premiere, Adobe Photoshop, Adobe Audition, Adobe Illustrator, Adobe Creative Suite, XML Messaging, Distributed Systems, LDAP, Employee Training, Leading Meetings, Film Production, director, executive producer, Online Video Marketing, Organizational..., Information Security, Wordperfect 5.1, OS/2, Nginx, security monitoring, Event Planning, Event Management, Web Application Firewall
Education
University of North Texas 2009 — 2011
Bachelor of Applied Arts & Sciences
Union Bank February 2015 - Present
GEICO May 2014 - December 2014
Banco Santander December 2012 - May 2014
GE Healthcare November 2011 - December 2012
PricewaterhouseCoopers April 2010 - November 2011
Trimble Navigation December 2007 - April 2010
Dallas County October 2004 - November 2007
Sirius Computer Solutions April 2003 - September 2004
Skills
Microsoft SQL Server, Powershell, SQL, SDLC, Splunk, Oracle, Linux, IIS, Apache, SEO, PCI DSS, MySQL, Business Intelligence, Troubleshooting, Enterprise Software, Networking, Technical Support, Python, Regular Expressions, Drupal, JavaScript, jQuery, PHP4/5, CSS, REST API, Operational Intelligence, LAMP, Adobe Premiere, Adobe Photoshop, Adobe Audition, Adobe Illustrator, Adobe Creative Suite, XML Messaging, Distributed Systems, LDAP, Employee Training, Leading Meetings, Film Production, director, executive producer, Online Video Marketing, Organizational..., Information Security, Wordperfect 5.1, OS/2, Nginx, security monitoring, Event Planning, Event Management, Web Application Firewall
Education
University of North Texas 2009 — 2011
Bachelor of Applied Arts & Sciences
Marissa Denehy Marissa Denehy's Union Bank Experience May 2010 - July 2010
Job Officer, Performance Coach New Advisor Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors August 2012 - December 2014
Central Bank of St. Louis (FKA First National Bank of St. Louis) August 2010 - July 2012
Union Bank May 2010 - July 2010
Central Bancompany December 2008 - January 2010
Central Bancompany September 2004 - December 2008
Skills
Loans, Credit, Mortgage Banking, Banking, Refinance, FHA, Finance, VA loans, USDA, Customer Service, Microsoft Excel, Mortgage Lending, Financial Services, Leadership
Education
University of Missouri-Saint Louis 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Westminster College (MO) 2004 — 2008
Bachelor of Arts (BA), Finance, General
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors August 2012 - December 2014
Central Bank of St. Louis (FKA First National Bank of St. Louis) August 2010 - July 2012
Union Bank May 2010 - July 2010
Central Bancompany December 2008 - January 2010
Central Bancompany September 2004 - December 2008
Skills
Loans, Credit, Mortgage Banking, Banking, Refinance, FHA, Finance, VA loans, USDA, Customer Service, Microsoft Excel, Mortgage Lending, Financial Services, Leadership
Education
University of Missouri-Saint Louis 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Westminster College (MO) 2004 — 2008
Bachelor of Arts (BA), Finance, General
Nicole Maloney Nicole Maloney's Union Bank Experience October 2010 - January 2012
Job Field Service Coordinator at Utility Trailer Manufacturing Company
Industry Transportation/Trucking/Railroad
Experience
Utility Trailer Manufacturing Company March 2012 - Present
Union Bank October 2010 - January 2012
Wells Fargo June 2009 - October 2010
Wells Fargo June 2009 - June 2010
Wells Fargo September 2006 - June 2008
Wells Fargo January 2004 - September 2006
Skills
Power Point, Windows 7, Microsoft Excel, Highly motivated..., Great Organizational..., Microsoft Office 2007, 10 Key Touch, 55 WPM, Excellent communication..., Conflict Resolution, Mediation, Strategic Planning, Financial Analysis, Coaching, Job Scheduling, Operations Management, Delegation, Retail Banking, Commercial Banking, Investment Banking, Loan Servicing
Education
University of La Verne 2010 — 2014
Organizational Management, Human Resources Management/Personnel Administration, General, 3.7
Rancho Cucamonga High School 2000 — 2004
Utility Trailer Manufacturing Company March 2012 - Present
Union Bank October 2010 - January 2012
Wells Fargo June 2009 - October 2010
Wells Fargo June 2009 - June 2010
Wells Fargo September 2006 - June 2008
Wells Fargo January 2004 - September 2006
Skills
Power Point, Windows 7, Microsoft Excel, Highly motivated..., Great Organizational..., Microsoft Office 2007, 10 Key Touch, 55 WPM, Excellent communication..., Conflict Resolution, Mediation, Strategic Planning, Financial Analysis, Coaching, Job Scheduling, Operations Management, Delegation, Retail Banking, Commercial Banking, Investment Banking, Loan Servicing
Education
University of La Verne 2010 — 2014
Organizational Management, Human Resources Management/Personnel Administration, General, 3.7
Rancho Cucamonga High School 2000 — 2004
Teresa Tabel Teresa Tabel's Union Bank Experience April 2008 - Present
Job Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank April 2008 - Present
LaSalle Bank 2003 - 2007
Merrill Lynch 1992 - 2002
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Wealth, Investments, Wealth Management..., Asset Allocation, Certified Financial..., Private Banking, Asset Management, Investment Management, Retirement Planning, Series 7, Mutual Funds, Retirement, Fixed Annuities, Financial Planners, Small Business, Finance, Financial Planning, High Net Worth..., Investment Advisory
Education
University of Michigan-Dearborn 1990 — 1993
Bachelor of Arts, Economics
Union Bank April 2008 - Present
LaSalle Bank 2003 - 2007
Merrill Lynch 1992 - 2002
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Wealth, Investments, Wealth Management..., Asset Allocation, Certified Financial..., Private Banking, Asset Management, Investment Management, Retirement Planning, Series 7, Mutual Funds, Retirement, Fixed Annuities, Financial Planners, Small Business, Finance, Financial Planning, High Net Worth..., Investment Advisory
Education
University of Michigan-Dearborn 1990 — 1993
Bachelor of Arts, Economics
Brooks Einstein's Union Bank Experience December 2014 - Present
Job Commercial Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank December 2014 - Present
Umpqua Bank April 2014 - December 2014
Sterling Bank May 2013 - April 2014
Boston Private Bank April 2011 - May 2013
Charter Private Bank March 2010 - April 2011
Skills
Commercial Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Credit Risk, Financial Analysis, Risk Management, Investments, Finance, Wealth Management, Underwriting, Financial Modeling, Mortgage Lending, Cash Management, Relationship Management, Asset Management
Education
Pacific Coast Banking School 2012 — 2014
University of Maine 2007 — 2008
MBA, Business
University of Puget Sound 1998 — 2002
BA, Politics and Government
Union Bank December 2014 - Present
Umpqua Bank April 2014 - December 2014
Sterling Bank May 2013 - April 2014
Boston Private Bank April 2011 - May 2013
Charter Private Bank March 2010 - April 2011
Skills
Commercial Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Credit Risk, Financial Analysis, Risk Management, Investments, Finance, Wealth Management, Underwriting, Financial Modeling, Mortgage Lending, Cash Management, Relationship Management, Asset Management
Education
Pacific Coast Banking School 2012 — 2014
University of Maine 2007 — 2008
MBA, Business
University of Puget Sound 1998 — 2002
BA, Politics and Government
Kellen Mathers's Union Bank Experience May 2010 - August 2010
Job Senior Financial Analyst at Big Heart Pet Brands
Industry Consumer Goods
Experience
Big Heart Pet Brands August 2015 - Present
The Green Bench Film July 2014 - June 2015
Cleveland Research Company July 2012 - June 2014
Cleveland Research Company May 2011 - August 2011
Investment Club January 2011 - August 2011
Student International Business Council (SIBC) January 2010 - May 2011
Union Bank May 2010 - August 2010
Development Phone Center September 2009 - May 2010
Marvkap, Inc July 2009 - August 2009
Skills
Financial Modeling, Finance, Research, Financial Analysis, Microsoft Excel, Valuation, Business Strategy, Agribusiness, Channel Research, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investment Management, Equity Research, Equity Valuation, Financial Accounting, Financial Statement..., Commodity Markets, Data Analysis, FactSet, Thomson Reuters Baseline
Education
University of Notre Dame 2008 — 2012
Bachelor, Business Administration; Finance & History; Business
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance & History
Big Heart Pet Brands August 2015 - Present
The Green Bench Film July 2014 - June 2015
Cleveland Research Company July 2012 - June 2014
Cleveland Research Company May 2011 - August 2011
Investment Club January 2011 - August 2011
Student International Business Council (SIBC) January 2010 - May 2011
Union Bank May 2010 - August 2010
Development Phone Center September 2009 - May 2010
Marvkap, Inc July 2009 - August 2009
Skills
Financial Modeling, Finance, Research, Financial Analysis, Microsoft Excel, Valuation, Business Strategy, Agribusiness, Channel Research, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investment Management, Equity Research, Equity Valuation, Financial Accounting, Financial Statement..., Commodity Markets, Data Analysis, FactSet, Thomson Reuters Baseline
Education
University of Notre Dame 2008 — 2012
Bachelor, Business Administration; Finance & History; Business
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance & History
Albert Franco, MBA Albert Franco, MBA's Union Bank Experience March 2003 - April 2005
Job President/Owner at Business Growth Solutions
Industry Commercial Real Estate
Experience
BGSI Financial March 2014 - Present
City National Bank November 2012 - February 2014
JPMorgan Chase June 2010 - October 2012
Citi October 2007 - April 2010
Wells Fargo May 2005 - October 2007
Union Bank March 2003 - April 2005
Skills
Credit, Commercial Lending, Cash Flow, Sales Management, Marketing Strategy, Portfolio Management, Cash Management, Business Management, Loan Origination, Underwriting, Management, Quickbooks Pro Certified, Small Business Lending, Asset Based Lending, Business Development, Credit Analysis, SBA Lending, Consumer Lending, Corporate Finance, Risk Assessment, Financial Risk..., Financial Analysis, SBA, Banking, Investments, Loans, Finance, Commercial Mortgages, Commercial Banking
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
BGSI Financial March 2014 - Present
City National Bank November 2012 - February 2014
JPMorgan Chase June 2010 - October 2012
Citi October 2007 - April 2010
Wells Fargo May 2005 - October 2007
Union Bank March 2003 - April 2005
Skills
Credit, Commercial Lending, Cash Flow, Sales Management, Marketing Strategy, Portfolio Management, Cash Management, Business Management, Loan Origination, Underwriting, Management, Quickbooks Pro Certified, Small Business Lending, Asset Based Lending, Business Development, Credit Analysis, SBA Lending, Consumer Lending, Corporate Finance, Risk Assessment, Financial Risk..., Financial Analysis, SBA, Banking, Investments, Loans, Finance, Commercial Mortgages, Commercial Banking
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Melanie Mosshart Melanie Mosshart's Union Bank Experience March 2010 - Present
Job Sr Relationship Banker at Union Bank
Industry Writing and Editing
Experience
Self-employed April 2010 - Present
Union Bank March 2010 - Present
Verity Credit Union June 2006 - November 2008
House Values / Market Leader September 2005 - June 2006
Skills
Credit, Banking, Customer Service, Loans, Microsoft Office, Mortgage Lending, Retail Banking, Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Coaching, Sales, Training, Marketing
Education
Western Nevada College 1977 — 1979
Business/Corporate Communications
University of Nevada-Reno 1974 — 1976
English Language and Literature, General
Self-employed April 2010 - Present
Union Bank March 2010 - Present
Verity Credit Union June 2006 - November 2008
House Values / Market Leader September 2005 - June 2006
Skills
Credit, Banking, Customer Service, Loans, Microsoft Office, Mortgage Lending, Retail Banking, Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Coaching, Sales, Training, Marketing
Education
Western Nevada College 1977 — 1979
Business/Corporate Communications
University of Nevada-Reno 1974 — 1976
English Language and Literature, General
Diane Thornton Diane Thornton's Union Bank Experience February 2010 - July 2013
Job Assistant Vice President / Learning and Development Trainer at Farmers & Merchants Bank of Long Beach
Industry Financial Services
Experience
Farmers & Merchants Bank of Long Beach August 2013 - Present
Union Bank February 2010 - July 2013
Citibank July 2006 - February 2009
Countrywide Full Spectrum Lending May 2005 - July 2006
CUNA Mutual Group May 2000 - May 2005
Lockheed Federal Credit Union October 1990 - May 2000
Skills
Instructional Design, Project Management, Banking, Needs Analysis, Risk Management, Retail Banking, Change Management, Performance Management, Workshop Facilitation, Training Facilitation, Instructor-led Training, Strategy, Software Documentation, Organizational..., Staff Development, Talent Management, Branch Banking, Financial Services, E-Learning, Team Building, Training Delivery, Blended Learning, Captivate, Team Leadership, Mortgage Lending, Performance Improvement, Executive Coaching, Financial Analysis, Employee Engagement, Employee Training, ADDIE, Strategic Planning, Process Improvement, Vendor Management, Consumer Lending, Relationship Management, Organizational..., Performance Consulting
Education
CUNA Western Management School
Credit Union Management, No grade given
University of La Verne
B.S., Organizational Management, Honors
Farmers & Merchants Bank of Long Beach August 2013 - Present
Union Bank February 2010 - July 2013
Citibank July 2006 - February 2009
Countrywide Full Spectrum Lending May 2005 - July 2006
CUNA Mutual Group May 2000 - May 2005
Lockheed Federal Credit Union October 1990 - May 2000
Skills
Instructional Design, Project Management, Banking, Needs Analysis, Risk Management, Retail Banking, Change Management, Performance Management, Workshop Facilitation, Training Facilitation, Instructor-led Training, Strategy, Software Documentation, Organizational..., Staff Development, Talent Management, Branch Banking, Financial Services, E-Learning, Team Building, Training Delivery, Blended Learning, Captivate, Team Leadership, Mortgage Lending, Performance Improvement, Executive Coaching, Financial Analysis, Employee Engagement, Employee Training, ADDIE, Strategic Planning, Process Improvement, Vendor Management, Consumer Lending, Relationship Management, Organizational..., Performance Consulting
Education
CUNA Western Management School
Credit Union Management, No grade given
University of La Verne
B.S., Organizational Management, Honors
Tim Banach Tim Banach's Union Bank Experience May 2008 - August 2012
Job Vice President, Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank - Institutional Trust and Custody August 2012 - Present
Union Bank May 2008 - August 2012
Associated Trust Company October 2000 - April 2008
Skills
Banking, Relationship Management, Wealth Management, Portfolio Management, Investments, Financial Reporting, Financial Services
Education
Cannon Financial Institute 2003 — 2006
CRSP, Retirement Plan Services
University of Minnesota-Twin Cities 1995 — 1999
U.S. Bank - Institutional Trust and Custody August 2012 - Present
Union Bank May 2008 - August 2012
Associated Trust Company October 2000 - April 2008
Skills
Banking, Relationship Management, Wealth Management, Portfolio Management, Investments, Financial Reporting, Financial Services
Education
Cannon Financial Institute 2003 — 2006
CRSP, Retirement Plan Services
University of Minnesota-Twin Cities 1995 — 1999
Jaison Layney's Union Bank Experience January 2013 - April 2013
Job Independent Executive Compensation Consultant
Industry Financial Services
Experience
Bank of the West August 2013 - Present
Union Bank January 2013 - April 2013
Union Bank June 2011 - January 2013
Allianz of America October 2007 - January 2011
Towers Perrin June 1998 - October 2007
Hay Management Consultants February 1997 - May 1998
Skills
Personnel Management, Performance Management, Management, Human Resources, Compensation Structures
Education
University of Pennsylvania
BA, Diplomatic History and International Relations
Bank of the West August 2013 - Present
Union Bank January 2013 - April 2013
Union Bank June 2011 - January 2013
Allianz of America October 2007 - January 2011
Towers Perrin June 1998 - October 2007
Hay Management Consultants February 1997 - May 1998
Skills
Personnel Management, Performance Management, Management, Human Resources, Compensation Structures
Education
University of Pennsylvania
BA, Diplomatic History and International Relations
Glen Desouza Glen Desouza's Union Bank Experience September 2005 - July 2006
Job Principal Consultant, Enterprise Architect, Solutions Architect
Industry Computer Software
Experience
Anthem August 2015 - Present
Blue Cross and Blue Shield of Minnesota June 2014 - August 2015
Select QC June 2014 - August 2015
Concord May 2010 - June 2014
WellPoint April 2010 - June 2014
Bolder Options January 2009 - December 2012
Minnesota Department of Human Services January 2008 - April 2010
Perficient February 2004 - April 2010
Ecolab June 2006 - December 2007
Union Bank September 2005 - July 2006
Skills
SOA, Enterprise Architecture, Solution Architecture, EAI, Agile Methodologies, SDLC, Java Enterprise Edition, Web Services, Websphere, Application Architecture, IT Strategy, Integration, Architecture, SOAP, Data Modeling, Master Data Management, Data Integration, ETL, Data Warehousing, XML, Middleware, JMS, ESB, Business Process Design, Enterprise Software, Architectures, Business Analysis, WebSphere, Pre-sales, Business Development
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA
Mumbai University 1995 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
Anthem August 2015 - Present
Blue Cross and Blue Shield of Minnesota June 2014 - August 2015
Select QC June 2014 - August 2015
Concord May 2010 - June 2014
WellPoint April 2010 - June 2014
Bolder Options January 2009 - December 2012
Minnesota Department of Human Services January 2008 - April 2010
Perficient February 2004 - April 2010
Ecolab June 2006 - December 2007
Union Bank September 2005 - July 2006
Skills
SOA, Enterprise Architecture, Solution Architecture, EAI, Agile Methodologies, SDLC, Java Enterprise Edition, Web Services, Websphere, Application Architecture, IT Strategy, Integration, Architecture, SOAP, Data Modeling, Master Data Management, Data Integration, ETL, Data Warehousing, XML, Middleware, JMS, ESB, Business Process Design, Enterprise Software, Architectures, Business Analysis, WebSphere, Pre-sales, Business Development
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA
Mumbai University 1995 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
Andrew Porterfield Andrew Porterfield's Union Bank Experience September 1996 - April 1998
Job Communications consultant for the biotechnology industry
Industry Biotechnology
Experience
Porterfield Marketing & Communications January 2010 - Present
Amgen, Inc August 2010 - August 2011
Tim Allison for Congress February 2010 - November 2010
Life Technologies Corporation July 2006 - May 2010
Pfizer Inc February 2005 - October 2005
Salk Institute for Biological Studies February 2003 - January 2005
University of California April 1998 - May 2003
Union Bank September 1996 - April 1998
FEDERAL DEPOSIT INSURANCE CORPORATION January 1991 - January 1996
Investigative and wire service 1985 - 1991
Skills
Biotechnology, Writing Editing, Marketing Communications, Writing, Press Releases, Newsletters, Editing, Media Relations, Proofreading, Speech Writing, Public Relations, Advertising, Brochures, blogs, social media, Social Media Marketing, Social Media, Blogging, Strategic Communications, Copy Editing, Public Speaking, Marketing, Research, Internal Communications, Storytelling, Copywriting, Publications, Grant Writing, Corporate Communications, Feature Articles, Lifesciences, Strategy, Crisis Communications, Technical Writing, Publishing, Leadership, Science, Market Research, Pharmaceutical Industry, Content Management, Editorial, Web Content, Creative Writing, Content Development, Integrated Marketing, Web Content Management, Scientific..., Online Marketing, Medical Writing, Brand Development
Education
University of Maryland University College 2009 — 2012
M.S., Biotechnology
University of Pennsylvania
BA, Anthropology
Washington Township High School
Porterfield Marketing & Communications January 2010 - Present
Amgen, Inc August 2010 - August 2011
Tim Allison for Congress February 2010 - November 2010
Life Technologies Corporation July 2006 - May 2010
Pfizer Inc February 2005 - October 2005
Salk Institute for Biological Studies February 2003 - January 2005
University of California April 1998 - May 2003
Union Bank September 1996 - April 1998
FEDERAL DEPOSIT INSURANCE CORPORATION January 1991 - January 1996
Investigative and wire service 1985 - 1991
Skills
Biotechnology, Writing Editing, Marketing Communications, Writing, Press Releases, Newsletters, Editing, Media Relations, Proofreading, Speech Writing, Public Relations, Advertising, Brochures, blogs, social media, Social Media Marketing, Social Media, Blogging, Strategic Communications, Copy Editing, Public Speaking, Marketing, Research, Internal Communications, Storytelling, Copywriting, Publications, Grant Writing, Corporate Communications, Feature Articles, Lifesciences, Strategy, Crisis Communications, Technical Writing, Publishing, Leadership, Science, Market Research, Pharmaceutical Industry, Content Management, Editorial, Web Content, Creative Writing, Content Development, Integrated Marketing, Web Content Management, Scientific..., Online Marketing, Medical Writing, Brand Development
Education
University of Maryland University College 2009 — 2012
M.S., Biotechnology
University of Pennsylvania
BA, Anthropology
Washington Township High School
Jiang Ren Jiang Ren's Union Bank Experience March 2013 - May 2014
Job SVP at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. May 2014 - Present
Union Bank March 2013 - May 2014
Capital One April 2012 - March 2013
Fannie Mae April 2011 - April 2012
Fannie Mae November 2006 - April 2011
Washington Mutual Bank September 2005 - November 2006
Freddie Mac March 2002 - September 2005
National Geographic Society January 2001 - March 2002
Chase Manhattan Bank August 1998 - December 2000
Skills
credit risk modeling,..., Auto Lease Residual..., credit card risk..., SAS/Macro/SQL, SPSS, R,..., Credit Risk, Market Risk, Economic Capital, CCAR PPNR forecasting, Basel II credit risk..., Credit, Statistics, Financial Risk, Quantitative Analytics
Education
Jilin University
B.A.
University of Nebraska-Lincoln
Ph.D, International Politics and Economics
University of Nebraska-Lincoln
M.A., International Relations
University of Oxford
Santander Bank, N.A. May 2014 - Present
Union Bank March 2013 - May 2014
Capital One April 2012 - March 2013
Fannie Mae April 2011 - April 2012
Fannie Mae November 2006 - April 2011
Washington Mutual Bank September 2005 - November 2006
Freddie Mac March 2002 - September 2005
National Geographic Society January 2001 - March 2002
Chase Manhattan Bank August 1998 - December 2000
Skills
credit risk modeling,..., Auto Lease Residual..., credit card risk..., SAS/Macro/SQL, SPSS, R,..., Credit Risk, Market Risk, Economic Capital, CCAR PPNR forecasting, Basel II credit risk..., Credit, Statistics, Financial Risk, Quantitative Analytics
Education
Jilin University
B.A.
University of Nebraska-Lincoln
Ph.D, International Politics and Economics
University of Nebraska-Lincoln
M.A., International Relations
University of Oxford
Cory Christofferson Cory Christofferson's Union Bank Experience April 2012 - April 2013
Job Assistant Vice President Energy Finance at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma April 2013 - Present
Union Bank April 2012 - April 2013
Grant Thornton May 2010 - April 2012
Grant Thornton LLP January 2009 - August 2009
United States Senate May 2007 - August 2007
Blue Star Land Services October 2006 - April 2007
Skills
Credit, Tax, Financial Analysis, Financial Modeling, Corporate Finance, Energy, Valuation, Credit Analysis, Commercial Banking, Banking, Finance, Accounting, Due Diligence
Education
University of Oklahoma - Price College of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of Oklahoma April 2013 - Present
Union Bank April 2012 - April 2013
Grant Thornton May 2010 - April 2012
Grant Thornton LLP January 2009 - August 2009
United States Senate May 2007 - August 2007
Blue Star Land Services October 2006 - April 2007
Skills
Credit, Tax, Financial Analysis, Financial Modeling, Corporate Finance, Energy, Valuation, Credit Analysis, Commercial Banking, Banking, Finance, Accounting, Due Diligence
Education
University of Oklahoma - Price College of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Khin Vong Khin Vong's Union Bank Experience April 2001 - January 2007
Job
Industry
Experience
Torrey Pines Bank December 2008 - March 2011
California Bank & Trust January 2007 - December 2008
Union Bank April 2001 - January 2007
Education
University of Missouri-Columbia 1988 — 1992
Bachelor of Science, Personal Finance
Torrey Pines Bank December 2008 - March 2011
California Bank & Trust January 2007 - December 2008
Union Bank April 2001 - January 2007
Education
University of Missouri-Columbia 1988 — 1992
Bachelor of Science, Personal Finance
Susan Beall's Union Bank Experience July 2010 - December 2012
Job Connecting Talent With Opportunity At High Velocity
Industry Banking
Experience
MUFG Americas September 2010 - Present
Union Bank July 2010 - December 2012
Union Bank January 2009 - July 2010
Union Bank of California June 2007 - January 2009
RegalEntertainment Group October 2001 - December 2006
Skills
Fluent English, Fluent Spanish, SME Taleo, Recruiting, Sourcing, Customer Service, Onboarding, Retail, Spanish, Employee Relations, Talent Acquisition, Banking, Vendor Management, Human Resources, Team Building, Business Development, Management, Coaching, Process Improvement, Change Management, Project Management, Strategic Planning, Finance, Taleo, College Recruiting, Acquisitions, Personnel Management, Employment Law, Hiring, Leadership
Education
University of La Verne 2007 — 2009
MBA, Human Resources
MUFG Americas September 2010 - Present
Union Bank July 2010 - December 2012
Union Bank January 2009 - July 2010
Union Bank of California June 2007 - January 2009
RegalEntertainment Group October 2001 - December 2006
Skills
Fluent English, Fluent Spanish, SME Taleo, Recruiting, Sourcing, Customer Service, Onboarding, Retail, Spanish, Employee Relations, Talent Acquisition, Banking, Vendor Management, Human Resources, Team Building, Business Development, Management, Coaching, Process Improvement, Change Management, Project Management, Strategic Planning, Finance, Taleo, College Recruiting, Acquisitions, Personnel Management, Employment Law, Hiring, Leadership
Education
University of La Verne 2007 — 2009
MBA, Human Resources
Greg Lauer's Union Bank Experience August 2012 - Present
Job Enterprise Architect
Industry Information Technology and Services
Experience
Union Bank August 2012 - Present
Andersen Corporation March 2014 - September 2014
WellPoint August 2010 - May 2012
Federal Reserve Bank November 2007 - August 2010
U.S. Bank August 2001 - March 2007
Schwab October 2000 - May 2001
American Express May 1999 - June 2000
U.S. Bank March 1998 - July 1999
Skills
Splunk, Java Enterprise Edition, Architecture, SOA, Websphere, Agile Methodologies, Enterprise Architecture, Architectures, Java, Software Development, XML, REST, SOAP, Web Services, Hibernate, JMS, Spring, JUnit, AJAX, SQL, Portal Technologies, Agile, JavaScript, J2EE, Mobile Applications, HTML 5, CSS3, Test Driven Development, Maven, Application Architecture, Continuous Delivery, WebSphere
Education
University of Minnesota-Twin Cities 1994 — 1999
BS, Computer Science
University of Minnesota-Twin Cities 1994 — 1999
BS, Civil Engineering
Union Bank August 2012 - Present
Andersen Corporation March 2014 - September 2014
WellPoint August 2010 - May 2012
Federal Reserve Bank November 2007 - August 2010
U.S. Bank August 2001 - March 2007
Schwab October 2000 - May 2001
American Express May 1999 - June 2000
U.S. Bank March 1998 - July 1999
Skills
Splunk, Java Enterprise Edition, Architecture, SOA, Websphere, Agile Methodologies, Enterprise Architecture, Architectures, Java, Software Development, XML, REST, SOAP, Web Services, Hibernate, JMS, Spring, JUnit, AJAX, SQL, Portal Technologies, Agile, JavaScript, J2EE, Mobile Applications, HTML 5, CSS3, Test Driven Development, Maven, Application Architecture, Continuous Delivery, WebSphere
Education
University of Minnesota-Twin Cities 1994 — 1999
BS, Computer Science
University of Minnesota-Twin Cities 1994 — 1999
BS, Civil Engineering
Kimberly Moorehead's Union Bank Experience May 2009 - May 2010
Job Vice President, Strategy and Planning, AARP Services, Inc. at AARP
Industry Financial Services
Experience
AARP November 2011 - Present
Affinity Solutions June 2010 - December 2011
Union Bank May 2009 - May 2010
Washington Mutual Card Services 2007 - March 2009
GE Consumer Finance 2004 - 2007
Wells Fargo 2001 - 2004
American Express 2000 - 2000
Accenture 1995 - 1999
Skills
Product Management, P&L Management, Strategy, Vendor Management, Marketing Management, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Product Development, Market Research, Program Management, Enterprise Software, Marketing, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Virginia
BS
AARP November 2011 - Present
Affinity Solutions June 2010 - December 2011
Union Bank May 2009 - May 2010
Washington Mutual Card Services 2007 - March 2009
GE Consumer Finance 2004 - 2007
Wells Fargo 2001 - 2004
American Express 2000 - 2000
Accenture 1995 - 1999
Skills
Product Management, P&L Management, Strategy, Vendor Management, Marketing Management, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Product Development, Market Research, Program Management, Enterprise Software, Marketing, Product Marketing
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Virginia
BS
Bhushan Gadgil's Union Bank Experience 2007 - Present
Job System Specialist at Union Bank
Industry Banking
Experience
Union Bank 2007 - Present
Washington Mutual 2002 - 2007
WaMu 2002 - 2007
Ignitus Communications LLC 2000 - 2001
Home Savings of America 1989 - 1998
Education
University of Mumbai 1971 — 1975
Union Bank 2007 - Present
Washington Mutual 2002 - 2007
WaMu 2002 - 2007
Ignitus Communications LLC 2000 - 2001
Home Savings of America 1989 - 1998
Education
University of Mumbai 1971 — 1975
Vinny Spurr's Union Bank Experience May 2014 - Present
Job Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank May 2014 - Present
Financial Services October 2005 - April 2014
Fidelity Investments July 1998 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, Vendor Management, Change Management, PeopleSoft, Program Management, Project Management, Business Process, Requirements Analysis, Financial Services, Process Improvement, Mutual Funds, SDLC, Treasury, PeopleSoft Financials, Shared Services, PeopleSoft Treasury, Analysis, Business Process...
Education
University of New Hampshire 1994 — 1998
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Union Bank May 2014 - Present
Financial Services October 2005 - April 2014
Fidelity Investments July 1998 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, Vendor Management, Change Management, PeopleSoft, Program Management, Project Management, Business Process, Requirements Analysis, Financial Services, Process Improvement, Mutual Funds, SDLC, Treasury, PeopleSoft Financials, Shared Services, PeopleSoft Treasury, Analysis, Business Process...
Education
University of New Hampshire 1994 — 1998
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Ryan Fenner's Union Bank Experience September 2007 - January 2013
Job Data Management Professional
Industry Information Technology and Services
Experience
MUFG Union Bank, N.A. January 2013 - Present
Union Bank September 2007 - January 2013
Union Bank of California November 2004 - September 2009
Skills
Data Warehousing, ETL, SSIS, Business Intelligence, SSRS, Microsoft SQL Server, T-SQL, Data Modeling, Analytics, SDLC, SharePoint, Business Analysis, Requirements Analysis, Databases, Business Objects, Requirements Gathering, Database Design, Visio, Systems Analysis, Enterprise Architecture, OLAP, Agile Methodologies, SQL, SOA, Business Requirements, Agile Project Management, Software Project..., Oracle, PL/SQL, Scrum, Analysis Services, Integration
Education
The University of Montana 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems
MUFG Union Bank, N.A. January 2013 - Present
Union Bank September 2007 - January 2013
Union Bank of California November 2004 - September 2009
Skills
Data Warehousing, ETL, SSIS, Business Intelligence, SSRS, Microsoft SQL Server, T-SQL, Data Modeling, Analytics, SDLC, SharePoint, Business Analysis, Requirements Analysis, Databases, Business Objects, Requirements Gathering, Database Design, Visio, Systems Analysis, Enterprise Architecture, OLAP, Agile Methodologies, SQL, SOA, Business Requirements, Agile Project Management, Software Project..., Oracle, PL/SQL, Scrum, Analysis Services, Integration
Education
The University of Montana 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems
Jason McCown's Union Bank Experience 1996 - 2008
Job Vice President Project Manager at UNION BANK AND TRUST
Industry Banking
Experience
UNION BANK AND TRUST November 2009 - Present
Union Bank & Trust Company September 2008 - December 2009
union bank 1996 - 2008
Skills
Banking, Financial Analysis, Loans, Project Coordination, Microsoft Office, Project Management, Microsoft Excel, Project Planning, Retail Banking, PowerPoint, Credit, Risk Management, Finance, Process Improvement, Business Analysis, Strategic Planning, Leadership, Team Building, Customer Service, Management
Education
University of Nebraska-Lincoln 1996 — 1999
UNION BANK AND TRUST November 2009 - Present
Union Bank & Trust Company September 2008 - December 2009
union bank 1996 - 2008
Skills
Banking, Financial Analysis, Loans, Project Coordination, Microsoft Office, Project Management, Microsoft Excel, Project Planning, Retail Banking, PowerPoint, Credit, Risk Management, Finance, Process Improvement, Business Analysis, Strategic Planning, Leadership, Team Building, Customer Service, Management
Education
University of Nebraska-Lincoln 1996 — 1999
Gary Herman, CPA's Union Bank Experience January 2013 - February 2013
Job SOX Consultant at CENTRAL GARDEN & PET
Industry Management Consulting
Experience
CENTRAL GARDEN & PET July 2013 - Present
Gilead Sciences May 2013 - June 2013
Union Bank January 2013 - February 2013
ngmoco:) May 2012 - November 2012
United States Postal Service June 2011 - December 2011
Blackhawk Network May 2011 - June 2011
Sephora September 2010 - November 2010
California State Automobile Association (CSAA) February 2009 - October 2009
Sephora 2008 - 2008
Accretive Solutions 2006 - 2008
Skills
Risk Management, Finance, Testing, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Analysis, IT Audit
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA, Accounting
Hillel Day School
Southfield-Lathrup
CENTRAL GARDEN & PET July 2013 - Present
Gilead Sciences May 2013 - June 2013
Union Bank January 2013 - February 2013
ngmoco:) May 2012 - November 2012
United States Postal Service June 2011 - December 2011
Blackhawk Network May 2011 - June 2011
Sephora September 2010 - November 2010
California State Automobile Association (CSAA) February 2009 - October 2009
Sephora 2008 - 2008
Accretive Solutions 2006 - 2008
Skills
Risk Management, Finance, Testing, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Analysis, IT Audit
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA, Accounting
Hillel Day School
Southfield-Lathrup
Ron Slattery's Union Bank Experience October 1998 - March 2000
Job Contractor
Industry Information Technology and Services
Experience
By Light Professional IT services April 2013 - Present
British Telcom January 2009 - March 2010
Nebraska Book Co 2000 - 2007
Union Bank October 1998 - March 2000
Skills
Unix, Cisco Technologies, Networking, Project Management, HP, Data Center, Troubleshooting, SQL, Visio, Vendor Management, Network Engineering, WAN, Security, Windows, IT Management
Education
University of Nebraska at Omaha 1990 — 1994
BS, Biotechnology
By Light Professional IT services April 2013 - Present
British Telcom January 2009 - March 2010
Nebraska Book Co 2000 - 2007
Union Bank October 1998 - March 2000
Skills
Unix, Cisco Technologies, Networking, Project Management, HP, Data Center, Troubleshooting, SQL, Visio, Vendor Management, Network Engineering, WAN, Security, Windows, IT Management
Education
University of Nebraska at Omaha 1990 — 1994
BS, Biotechnology
Shirley Peng's Union Bank Experience October 2013 - June 2014
Job Premium Analyst Consultant at Sherpa LLC Client SCOR Global Life
Industry Insurance
Experience
Sherpa LLC - Client SCOR Global Life June 2014 - Present
Union Bank October 2013 - June 2014
SCOR Global Life Americas September 2002 - September 2013
Transamerica Reinsurance September 2002 - August 2011
Kemper Auto and Home 2000 - 2002
Skills
Reinsurance, Claim, Insurance, Access, Analysis, Casualty, Claims Management, Financial Analysis, Liability, Management, Property, Accounting, Auditing, Business Analysis, Process Improvement, Risk Management
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science in Business Administration, Finance with concentration in Financial Managment & Marketing
Sherpa LLC - Client SCOR Global Life June 2014 - Present
Union Bank October 2013 - June 2014
SCOR Global Life Americas September 2002 - September 2013
Transamerica Reinsurance September 2002 - August 2011
Kemper Auto and Home 2000 - 2002
Skills
Reinsurance, Claim, Insurance, Access, Analysis, Casualty, Claims Management, Financial Analysis, Liability, Management, Property, Accounting, Auditing, Business Analysis, Process Improvement, Risk Management
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science in Business Administration, Finance with concentration in Financial Managment & Marketing
Nagarajan Jayaraman's Union Bank Experience April 2013 - Present
Job Financial Manager at Union Bank
Industry Financial Services
Experience
Union Bank April 2013 - Present
Bank Of America July 2008 - April 2013
Countrywide June 2008 - June 2008
Countrywide / Bank of America June 2008 - June 2008
Countrywide Financial Corporation 2005 - 2008
Countrywide Securities Corporation 2005 - 2008
Countrywide Capital Markets 2005 - 2008
Infosys October 1998 - April 2005
Education
University of Madras 1994 — 1998
BE, Mechanical
Union Bank April 2013 - Present
Bank Of America July 2008 - April 2013
Countrywide June 2008 - June 2008
Countrywide / Bank of America June 2008 - June 2008
Countrywide Financial Corporation 2005 - 2008
Countrywide Securities Corporation 2005 - 2008
Countrywide Capital Markets 2005 - 2008
Infosys October 1998 - April 2005
Education
University of Madras 1994 — 1998
BE, Mechanical
David Stepp's Union Bank Experience April 1995 - April 1997
Job Principal at DLS Marketing Services, Inc
Industry Banking
Experience
DLS Marketing Services, Inc September 2009 - Present
Affinity Bank June 2002 - September 2009
DLS Marketing Services, Inc. 2000 - 2002
Aames Financial Services April 1997 - December 1999
Union Bank April 1995 - April 1997
Great Western Bank 1993 - 1995
Great Western Bank 1993 - 1995
Skills
Marketing, Direct Marketing, Business Relationship..., Advertising, Social Media, Banking, Strategic Planning, Online Marketing, Public Relations, Online Advertising, Sports Marketing, Fundraising, Market Research, Management, Brand Management, Strategy, Leadership, Copywriting, Sales, Strategic Communications, Marketing Strategy, Loans, Press Releases, Budgets, Market Planning, Start-ups, Training, Project Management, Internal Communications, Team Building, Email Marketing, Mergers & Acquisitions, Marketing Communications, Executive Management, Financial Services, Program Management, Direct Mail, Competitive Analysis, Business Development, SEM, New Business Development, Product Development
Education
ACB Graduate School of Banking 2003 — 2006
University of Massachusetts, Amherst
BA, Communications
Waltham High School
graduate
DLS Marketing Services, Inc September 2009 - Present
Affinity Bank June 2002 - September 2009
DLS Marketing Services, Inc. 2000 - 2002
Aames Financial Services April 1997 - December 1999
Union Bank April 1995 - April 1997
Great Western Bank 1993 - 1995
Great Western Bank 1993 - 1995
Skills
Marketing, Direct Marketing, Business Relationship..., Advertising, Social Media, Banking, Strategic Planning, Online Marketing, Public Relations, Online Advertising, Sports Marketing, Fundraising, Market Research, Management, Brand Management, Strategy, Leadership, Copywriting, Sales, Strategic Communications, Marketing Strategy, Loans, Press Releases, Budgets, Market Planning, Start-ups, Training, Project Management, Internal Communications, Team Building, Email Marketing, Mergers & Acquisitions, Marketing Communications, Executive Management, Financial Services, Program Management, Direct Mail, Competitive Analysis, Business Development, SEM, New Business Development, Product Development
Education
ACB Graduate School of Banking 2003 — 2006
University of Massachusetts, Amherst
BA, Communications
Waltham High School
graduate
Julie Clasby's Union Bank Experience 2003 - 2005
Job Business Deposit Officer at BB&T
Industry Banking
Experience
BB&T August 2009 - Present
Union Bank 2003 - 2005
Education
University of Miami - School of Business
BB&T August 2009 - Present
Union Bank 2003 - 2005
Education
University of Miami - School of Business
Shalni Gulati's Union Bank Experience July 2013 - September 2014
Job Sn Financial Consultant
Industry Financial Services
Experience
Capital Group January 2015 - Present
Union Bank July 2013 - September 2014
MITRE November 2010 - December 2011
CSC June 2003 - November 2009
Skills
ITIL, Business Analysis, Requirements Analysis, SDLC, IT Strategy, Finance
Education
University of Maryland College Park
Capital Group January 2015 - Present
Union Bank July 2013 - September 2014
MITRE November 2010 - December 2011
CSC June 2003 - November 2009
Skills
ITIL, Business Analysis, Requirements Analysis, SDLC, IT Strategy, Finance
Education
University of Maryland College Park
Owen Collins's Union Bank Experience May 2010 - May 2014
Job Financial Intelligence Unti: Investigations Unit
Industry Banking
Experience
MUFG Union Bank May 2014 - Present
Union Bank May 2010 - May 2014
UBOC February 2009 - October 2010
M Squared Consulting January 2007 - January 2009
M Squared Consulting May 2006 - August 2006
E*TRADE SECURITIES 2005 - 2006
E*TRADE FINANCIAL 2004 - 2006
E*TRADE SECURITIES 2003 - 2005
E*TRADE SECURITIES 2001 - 2003
E*TRADE SECURITIES 1999 - 2001
Skills
OFAC, AML, Bank Secrecy Act, USA PATRIOT Act, KYC, Risk Management, Banking, Financial Risk, Fraud, Due Diligence, Risk Assessment, Credit, Financial Analysis, Securities, Retail Banking, Trading, Operational Risk...
Education
University of Oregon
Bachelor of Science
MUFG Union Bank May 2014 - Present
Union Bank May 2010 - May 2014
UBOC February 2009 - October 2010
M Squared Consulting January 2007 - January 2009
M Squared Consulting May 2006 - August 2006
E*TRADE SECURITIES 2005 - 2006
E*TRADE FINANCIAL 2004 - 2006
E*TRADE SECURITIES 2003 - 2005
E*TRADE SECURITIES 2001 - 2003
E*TRADE SECURITIES 1999 - 2001
Skills
OFAC, AML, Bank Secrecy Act, USA PATRIOT Act, KYC, Risk Management, Banking, Financial Risk, Fraud, Due Diligence, Risk Assessment, Credit, Financial Analysis, Securities, Retail Banking, Trading, Operational Risk...
Education
University of Oregon
Bachelor of Science
Noel Olson Steinert's Union Bank Experience August 2013 - December 2014
Job Quality Control Underwriter
Industry Banking
Experience
Parkside Lending January 2015 - Present
Union Bank August 2013 - December 2014
Interthinx April 2011 - August 2013
NIA Consulting, a division of Interthinx April 2008 - April 2011
First National Bank of Arizona July 2006 - April 2008
Washington Mutual January 2002 - July 2006
Skills
Mortgage Banking, Loss Mitigation, Mortgage Lending, Credit, Loans, Refinance, Credit Analysis, Underwriting, Risk Management, VA Loans, Mortgage Underwriting, Residential Mortgages, FHA, Loan Origination, Analysis, Portfolio Management, Banking, Quality Assurance
Education
University of Minnesota-Morris 1992 — 1996
Bachelor's Degree, Economics and Management
Luverne High School 1986 — 1992
High School
Parkside Lending January 2015 - Present
Union Bank August 2013 - December 2014
Interthinx April 2011 - August 2013
NIA Consulting, a division of Interthinx April 2008 - April 2011
First National Bank of Arizona July 2006 - April 2008
Washington Mutual January 2002 - July 2006
Skills
Mortgage Banking, Loss Mitigation, Mortgage Lending, Credit, Loans, Refinance, Credit Analysis, Underwriting, Risk Management, VA Loans, Mortgage Underwriting, Residential Mortgages, FHA, Loan Origination, Analysis, Portfolio Management, Banking, Quality Assurance
Education
University of Minnesota-Morris 1992 — 1996
Bachelor's Degree, Economics and Management
Luverne High School 1986 — 1992
High School
James McFerran's Union Bank Experience June 1983 - September 1989
Job Owner at Glenview Capital Funding Group
Industry Banking
Experience
Glenview Capital Funding Group April 2014 - Present
South Central Bank June 2013 - April 2014
Glenview Capital Funding Group October 2011 - June 2013
First Federal Savings Bank March 2006 - October 2011
Atlas Capital Mortgage/Magellan Mortgage April 2002 - February 2006
First Capital Bank of Kentucky January 1996 - March 2002
Bank of Louisville September 1989 - December 1995
Union Bank June 1983 - September 1989
First National Bank of Louisville May 1974 - June 1983
Skills
New Business Development, Customer Relations, Credit, Underwriting, Strategic Planning, Sales Management, Commercial Lending, Loans, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Negotiation, Banking, Insurance, Small Business Lending, Commercial Banking, Investments, Consumer Lending, Executive Management, Business Planning, Finance, Construction Loans, Real Estate Economics, Investment Properties, Asset Based Lending, Refinance, Lines Of Credit, Retail Banking, Loan Origination, Mortgage Banking, Management, Mortgage Lending, Commercial Real Estate, Business Development, FHA, Residential Mortgages, Real Estate, Commercial Mortgages, USDA, Small Business, Financial Structuring, Real Estate Financing, FHA financing, VA loans, Financial Services, First Time Home Buyers, Strategic Financial..., Funding, Due Diligence
Education
American Institute of Banking 1978 — 1983
Certification, Analyzing Financial Statements, Private Banking, Bank Investments, Credit Analysis
University of Louisville 1973 — 1978
BS, Secondary Education, Health, Business
Glenview Capital Funding Group April 2014 - Present
South Central Bank June 2013 - April 2014
Glenview Capital Funding Group October 2011 - June 2013
First Federal Savings Bank March 2006 - October 2011
Atlas Capital Mortgage/Magellan Mortgage April 2002 - February 2006
First Capital Bank of Kentucky January 1996 - March 2002
Bank of Louisville September 1989 - December 1995
Union Bank June 1983 - September 1989
First National Bank of Louisville May 1974 - June 1983
Skills
New Business Development, Customer Relations, Credit, Underwriting, Strategic Planning, Sales Management, Commercial Lending, Loans, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Negotiation, Banking, Insurance, Small Business Lending, Commercial Banking, Investments, Consumer Lending, Executive Management, Business Planning, Finance, Construction Loans, Real Estate Economics, Investment Properties, Asset Based Lending, Refinance, Lines Of Credit, Retail Banking, Loan Origination, Mortgage Banking, Management, Mortgage Lending, Commercial Real Estate, Business Development, FHA, Residential Mortgages, Real Estate, Commercial Mortgages, USDA, Small Business, Financial Structuring, Real Estate Financing, FHA financing, VA loans, Financial Services, First Time Home Buyers, Strategic Financial..., Funding, Due Diligence
Education
American Institute of Banking 1978 — 1983
Certification, Analyzing Financial Statements, Private Banking, Bank Investments, Credit Analysis
University of Louisville 1973 — 1978
BS, Secondary Education, Health, Business
Carolyn Bressler's Union Bank Experience October 1994 - Present
Job Vice President and Sr. Recruiter, Union Bank
Industry Banking
Experience
Union Bank October 1994 - Present
Wells Fargo January 1989 - July 1994
Skills
Loans, Applicant Tracking..., Mortgage Lending, Talent Acquisition, Retail Banking, Financial Services, Commercial Lending, Relationship Management, Management, Loan Origination, Consumer Lending, Customer Service, Credit Analysis, Risk Management, Private Banking, Cash Management, Credit Risk, Financial Risk, Coaching, Portfolio Management, Cross Selling, Recruiting
Education
University of North Texas
B.A., Cum Laude, Political Science
Union Bank October 1994 - Present
Wells Fargo January 1989 - July 1994
Skills
Loans, Applicant Tracking..., Mortgage Lending, Talent Acquisition, Retail Banking, Financial Services, Commercial Lending, Relationship Management, Management, Loan Origination, Consumer Lending, Customer Service, Credit Analysis, Risk Management, Private Banking, Cash Management, Credit Risk, Financial Risk, Coaching, Portfolio Management, Cross Selling, Recruiting
Education
University of North Texas
B.A., Cum Laude, Political Science
Sam Tanner's Union Bank Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Union Bank July 2013 - Present
Exeter Finance Corp September 2011 - July 2013
GM Financial September 2006 - September 2011
Reliable Credit Association April 2005 - August 2006
Mt. Hood Meadows Ski Resort December 2004 - March 2005
Portland Community Cycling Center October 2004 - March 2005
Skills
MS Excel 2007, Salesforce.com, Sales, Microsoft Excel, Customer Service, Loans, Credit, Management, Marketing, Finance, Business Development, Banking, Entrepreneurship, Financial Analysis, Selling, Accounts Receivable, Financial Services, Mortgage Lending
Education
University of Oregon 2001 — 2004
BS, Business Management
University of Oregon 2001 — 2004
Minor, Philosophy
Union Bank July 2013 - Present
Exeter Finance Corp September 2011 - July 2013
GM Financial September 2006 - September 2011
Reliable Credit Association April 2005 - August 2006
Mt. Hood Meadows Ski Resort December 2004 - March 2005
Portland Community Cycling Center October 2004 - March 2005
Skills
MS Excel 2007, Salesforce.com, Sales, Microsoft Excel, Customer Service, Loans, Credit, Management, Marketing, Finance, Business Development, Banking, Entrepreneurship, Financial Analysis, Selling, Accounts Receivable, Financial Services, Mortgage Lending
Education
University of Oregon 2001 — 2004
BS, Business Management
University of Oregon 2001 — 2004
Minor, Philosophy
Suzan Duffy's Union Bank Experience November 2012 - March 2013
Job ECM Strategic Design Director at AIG
Industry Information Technology and Services
Experience
AIG International May 2015 - Present
AIG International October 2013 - May 2015
MassMutual May 2013 - October 2013
Union Bank November 2012 - March 2013
Harris Bank September 2011 - September 2012
Deloitte Consulting LLP November 2010 - August 2011
Fannie Mae May 2010 - September 2010
TD Bank December 2009 - May 2010
Capital One Bank September 2009 - December 2009
TD Bank North March 2009 - September 2009
Skills
PMP
Education
University of Massachusetts Lowell 2009 — 2009
BSIT, Informatio Technology
AIG International May 2015 - Present
AIG International October 2013 - May 2015
MassMutual May 2013 - October 2013
Union Bank November 2012 - March 2013
Harris Bank September 2011 - September 2012
Deloitte Consulting LLP November 2010 - August 2011
Fannie Mae May 2010 - September 2010
TD Bank December 2009 - May 2010
Capital One Bank September 2009 - December 2009
TD Bank North March 2009 - September 2009
Skills
PMP
Education
University of Massachusetts Lowell 2009 — 2009
BSIT, Informatio Technology
Darcy Lamont's Union Bank Experience August 2014 - Present
Job VP Loan Administrator Manager
Industry Commercial Real Estate
Experience
Union Bank August 2014 - Present
Ready Cap Commercial, LLC October 2012 - July 2014
Aurora Bank FSB September 2009 - June 2012
Lehman Brothers February 2005 - September 2009
BowTie Inc. 2002 - 2003
Skills
Loans, Underwriting, Credit, Commercial Lending, Mortgage Servicing, Commercial Mortgages, Funding, Loan Servicing, Real Estate Economics, Mortgage Lending, Loan Origination, Finance, Mortgage Banking, Banking, SBA, Financial Analysis, Portfolio Management
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor's, Communications
Union Bank August 2014 - Present
Ready Cap Commercial, LLC October 2012 - July 2014
Aurora Bank FSB September 2009 - June 2012
Lehman Brothers February 2005 - September 2009
BowTie Inc. 2002 - 2003
Skills
Loans, Underwriting, Credit, Commercial Lending, Mortgage Servicing, Commercial Mortgages, Funding, Loan Servicing, Real Estate Economics, Mortgage Lending, Loan Origination, Finance, Mortgage Banking, Banking, SBA, Financial Analysis, Portfolio Management
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor's, Communications
Gabe Porchas's Union Bank Experience March 2015 - Present
Job Vice President at Union Bank
Industry Financial Services
Experience
Union Bank March 2015 - Present
Union Bank December 2009 - February 2014
JP Morgan Chase 2006 - 2009
WaMu 2004 - 2006
Washington Mutual 2003 - 2003
Washington Mutual 2001 - 2003
Eldorado Bank 2000 - 2001
Pasquinelli Produce Company 1998 - 2000
Education
University of Portland 1996 — 1998
MAT, Master of Arts, Teaching
University of Notre Dame 1992 — 1996
Bachelor of Business Administration, Accounting
Union Bank March 2015 - Present
Union Bank December 2009 - February 2014
JP Morgan Chase 2006 - 2009
WaMu 2004 - 2006
Washington Mutual 2003 - 2003
Washington Mutual 2001 - 2003
Eldorado Bank 2000 - 2001
Pasquinelli Produce Company 1998 - 2000
Education
University of Portland 1996 — 1998
MAT, Master of Arts, Teaching
University of Notre Dame 1992 — 1996
Bachelor of Business Administration, Accounting
Paul Knowlton's Union Bank Experience February 2013 - Present
Job Vice President National Program Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2015 - Present
Union Bank February 2013 - Present
Union Bank January 2012 - Present
Wells Fargo Bank August 2009 - January 2012
CLP Foundation 1999 - 2010
Clean Power Finance November 2008 - August 2009
First Republic Bank April 1998 - June 2008
Winthrop Resources 1994 - 1998
LeasePartners 1992 - 1994
Textron Financial 1989 - 1990
Skills
Loans, Funding, Finance, Commercial Lending, Credit, Leadership, Financial Structuring, Portfolio Management, Financial Services, Mergers, Equities, New Business Development, Banking, Mortgage Lending, Risk Management, Commercial Finance, Credit Analysis, Valuation, Awesomeness, Commercial Mortgages, Mergers & Acquisitions, Treasury Management, Small Business Lending
Education
University of Oregon 1979 — 1984
BS, Finance
Bank of the West September 2015 - Present
Union Bank February 2013 - Present
Union Bank January 2012 - Present
Wells Fargo Bank August 2009 - January 2012
CLP Foundation 1999 - 2010
Clean Power Finance November 2008 - August 2009
First Republic Bank April 1998 - June 2008
Winthrop Resources 1994 - 1998
LeasePartners 1992 - 1994
Textron Financial 1989 - 1990
Skills
Loans, Funding, Finance, Commercial Lending, Credit, Leadership, Financial Structuring, Portfolio Management, Financial Services, Mergers, Equities, New Business Development, Banking, Mortgage Lending, Risk Management, Commercial Finance, Credit Analysis, Valuation, Awesomeness, Commercial Mortgages, Mergers & Acquisitions, Treasury Management, Small Business Lending
Education
University of Oregon 1979 — 1984
BS, Finance
Cary Arwood's Union Bank Experience 2008 - 2011
Job Compliance Professional & Project Manager
Industry Information Technology and Services
Experience
Ocwen Financial Corporation - US January 2012 - September 2014
Union Bank 2008 - 2011
Mercantil Commercebank 2006 - 2007
Wells Fargo 2003 - 2006
Skills
Project Management, Business Development, Banking, Mortgage Lending, Strategic Planning, Management, Business Strategy, Business Analysis, Financial Services, Loans, Investment Properties, Microsoft Excel, Marketing, Public Speaking, Investments, Real Estate, Microsoft Office, Entrepreneurship, Information Technology, IT Project & Program..., IT Outsourcing, IT Operations
Education
University of Oregon
Bachelor of Science (B.S.), Business Administration and Management, General
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (B.S.), Business Administration and Management
Ocwen Financial Corporation - US January 2012 - September 2014
Union Bank 2008 - 2011
Mercantil Commercebank 2006 - 2007
Wells Fargo 2003 - 2006
Skills
Project Management, Business Development, Banking, Mortgage Lending, Strategic Planning, Management, Business Strategy, Business Analysis, Financial Services, Loans, Investment Properties, Microsoft Excel, Marketing, Public Speaking, Investments, Real Estate, Microsoft Office, Entrepreneurship, Information Technology, IT Project & Program..., IT Outsourcing, IT Operations
Education
University of Oregon
Bachelor of Science (B.S.), Business Administration and Management, General
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (B.S.), Business Administration and Management
Jon Garrison's Union Bank Experience December 2005 - December 2009
Job VP Business Banker at First Citizens Bank
Industry Banking
Experience
First Citizens Bank March 2014 - Present
JP Morgan Chase January 2010 - April 2012
Union Bank December 2005 - December 2009
Skills
Business Development, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Credit, Portfolio Management, Credit Analysis, Relationship Management, Retail Banking, Commercial Mortgages, Loan Origination, Financial Analysis, Lines Of Credit, Financial Services, Asset Based Lending, Finance, Treasury Management
Education
University of North Carolina at Wilmington 1996 — 2000
Business Admin, Finance
Pinecrest High School 1991 — 1995
First Citizens Bank March 2014 - Present
JP Morgan Chase January 2010 - April 2012
Union Bank December 2005 - December 2009
Skills
Business Development, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Credit, Portfolio Management, Credit Analysis, Relationship Management, Retail Banking, Commercial Mortgages, Loan Origination, Financial Analysis, Lines Of Credit, Financial Services, Asset Based Lending, Finance, Treasury Management
Education
University of North Carolina at Wilmington 1996 — 2000
Business Admin, Finance
Pinecrest High School 1991 — 1995
Mark Decius's Union Bank Experience April 2015 - Present
Job Vice President SBA Business Development at Union Bank
Industry Financial Services
Experience
Union Bank April 2015 - Present
Evolve Bank and Trust June 2014 - April 2015
Bank of the Orient April 2013 - April 2014
Trans Pacific National Bank July 2012 - April 2013
Decius Consulting July 2008 - November 2012
UPS Capital February 2007 - July 2008
Popular Small Business Capital February 2006 - February 2007
CIT September 2004 - February 2006
Greater Bay Bank April 2000 - September 2004
Greater Bay Bancorp 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Underwriting, Financial Reporting, Commercial Mortgages, Commercial Banking, Credit Analysis, Negotiation, New Business Development, Business Strategy, Banking, SBA, Cash Management, Team Building, Business Planning, Mortgage, Finance, Mortgage Lending, Loans, Marketing Strategy, Financial Analysis, Credit Risk, Commercial Real Estate, Loan Origination, Mergers & Acquisitions, Business Development, Real Estate, Real Estate Economics, Refinance, Mortgage Banking, Funding, Financial Services, Portfolio Management, Small Business, Asset Management, Cash Flow, Lines Of Credit, Investments, Financial Structuring, Due Diligence
Education
University of Oregon 1973 — 1978
BS, Business
Union Bank April 2015 - Present
Evolve Bank and Trust June 2014 - April 2015
Bank of the Orient April 2013 - April 2014
Trans Pacific National Bank July 2012 - April 2013
Decius Consulting July 2008 - November 2012
UPS Capital February 2007 - July 2008
Popular Small Business Capital February 2006 - February 2007
CIT September 2004 - February 2006
Greater Bay Bank April 2000 - September 2004
Greater Bay Bancorp 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Underwriting, Financial Reporting, Commercial Mortgages, Commercial Banking, Credit Analysis, Negotiation, New Business Development, Business Strategy, Banking, SBA, Cash Management, Team Building, Business Planning, Mortgage, Finance, Mortgage Lending, Loans, Marketing Strategy, Financial Analysis, Credit Risk, Commercial Real Estate, Loan Origination, Mergers & Acquisitions, Business Development, Real Estate, Real Estate Economics, Refinance, Mortgage Banking, Funding, Financial Services, Portfolio Management, Small Business, Asset Management, Cash Flow, Lines Of Credit, Investments, Financial Structuring, Due Diligence
Education
University of Oregon 1973 — 1978
BS, Business
Heather Kadavy's Union Bank Experience 2009 - Present
Job AVP Risk/Information Security at Union Bank & Trust Company
Industry Banking
Experience
Union Bank & Trust Company March 2013 - Present
Union Bank 2009 - Present
Union Bank & Trust Company 2001 - 2009
Union Bank & Trust Company 1998 - 2001
Union Bank & Trust Company 1992 - 1998
UNION BANK AND TRUST 1990 - 1992
Union Bank & Trust Company 1988 - 1990
Skills
Security, Banking, Risk Assessment, Risk Management, Information Security, Policy, Leadership, Training, Financial Risk, Enterprise Risk..., Strategic Planning, IT Audit, CISSP, Disaster Recovery, Business Continuity, Project Management, Consumer Lending, PCI DSS, Internal Audit, Vulnerability Assessment, Coaching, Information Security..., Team Building, Vendor Management, Budgets, Public Speaking, Vendor Contracts, Physical Security, Business Continuity...
Education
University of Nebraska-Lincoln 1988 — 1992
Bachelors, Accounting
Milford 1985 — 1988
Union Bank & Trust Company March 2013 - Present
Union Bank 2009 - Present
Union Bank & Trust Company 2001 - 2009
Union Bank & Trust Company 1998 - 2001
Union Bank & Trust Company 1992 - 1998
UNION BANK AND TRUST 1990 - 1992
Union Bank & Trust Company 1988 - 1990
Skills
Security, Banking, Risk Assessment, Risk Management, Information Security, Policy, Leadership, Training, Financial Risk, Enterprise Risk..., Strategic Planning, IT Audit, CISSP, Disaster Recovery, Business Continuity, Project Management, Consumer Lending, PCI DSS, Internal Audit, Vulnerability Assessment, Coaching, Information Security..., Team Building, Vendor Management, Budgets, Public Speaking, Vendor Contracts, Physical Security, Business Continuity...
Education
University of Nebraska-Lincoln 1988 — 1992
Bachelors, Accounting
Milford 1985 — 1988
Daniel Cahua, PMP's Union Bank Experience May 2010 - July 2011
Job Senior System Analyst at MedImpact
Industry Information Technology and Services
Experience
MedImpact July 2011 - Present
Union Bank May 2010 - July 2011
Coventry Health Care March 2006 - May 2010
Ajilon Consulting March 2004 - August 2005
Magellan Behavioral Health 1998 - 2004
Skills
SDLC, SharePoint
Education
University of Missouri-Saint Louis 1999 — 2001
BA, Information Systems
MedImpact July 2011 - Present
Union Bank May 2010 - July 2011
Coventry Health Care March 2006 - May 2010
Ajilon Consulting March 2004 - August 2005
Magellan Behavioral Health 1998 - 2004
Skills
SDLC, SharePoint
Education
University of Missouri-Saint Louis 1999 — 2001
BA, Information Systems
William Chee's Union Bank Experience February 2007 - Present
Job Personal Trust Administrator at Union Bank N.A.
Industry Investment Management
Experience
Union Bank February 2007 - Present
Skills
Wealth Management
Education
University of Minnesota-Twin Cities
Union Bank February 2007 - Present
Skills
Wealth Management
Education
University of Minnesota-Twin Cities
Calvin Bell's Union Bank Experience October 2013 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Forest Pharmaceuticals April 2012 - June 2013
Kaplan Higher Education June 2010 - May 2012
Boehringer Ingelheim Pharmaceuticals February 2007 - December 2009
KENT H. LANDSBERG CO April 2005 - January 2007
AMGEN INC June 2004 - April 2005
Skills
Customer Relations, Negotiation, Word, Excel, Training, Sales, Coaching, New Business Development, Team Building, Sales Management, Customer Service, Leadership, Microsoft Excel, Microsoft Word, Account Management, Customer Satisfaction, Management, Marketing Strategy, Public Speaking, Sales Operations, Selling
Education
University of Michigan 2000 — 2004
BA, Communications
Union Bank October 2013 - Present
Forest Pharmaceuticals April 2012 - June 2013
Kaplan Higher Education June 2010 - May 2012
Boehringer Ingelheim Pharmaceuticals February 2007 - December 2009
KENT H. LANDSBERG CO April 2005 - January 2007
AMGEN INC June 2004 - April 2005
Skills
Customer Relations, Negotiation, Word, Excel, Training, Sales, Coaching, New Business Development, Team Building, Sales Management, Customer Service, Leadership, Microsoft Excel, Microsoft Word, Account Management, Customer Satisfaction, Management, Marketing Strategy, Public Speaking, Sales Operations, Selling
Education
University of Michigan 2000 — 2004
BA, Communications
Mark (Muhammad) Rahman's Union Bank Experience 2010 - 2011
Job Vice President at Barclays Investment Bank
Industry Computer Software
Experience
Barclays Investment Bank 2013 - Present
Intuit 2012 - 2013
Union Bank 2010 - 2011
Federal Reserve Bank of Dallas 2009 - 2010
Yahoo! 2008 - 2009
Office Depot 2006 - 2007
Saudi Aramco 2004 - 2006
MedImpact 2001 - 2004
Union Bank of California 1997 - 2001
UBS 1994 - 1996
Education
University of Minnesota - Carlson School of Management
MBA
Barclays Investment Bank 2013 - Present
Intuit 2012 - 2013
Union Bank 2010 - 2011
Federal Reserve Bank of Dallas 2009 - 2010
Yahoo! 2008 - 2009
Office Depot 2006 - 2007
Saudi Aramco 2004 - 2006
MedImpact 2001 - 2004
Union Bank of California 1997 - 2001
UBS 1994 - 1996
Education
University of Minnesota - Carlson School of Management
MBA
Jules Hefley's Union Bank Experience October 2009 - January 2012
Job VP, Senior Account Executive at Adrenaline, Inc.
Industry Marketing and Advertising
Experience
Adrenaline, Inc. February 2014 - Present
Charles Schwab January 2012 - January 2014
Union Bank October 2009 - January 2012
Visa July 2008 - November 2009
Washington Mutual Card Services February 2003 - June 2008
Skills
Financial Services, Credit Cards, Marketing, Direct Marketing, Analytics, Segmentation, Integrated Marketing, Banking, Strategy, CRM, Retail, Customer Acquisition, Relationship Management, Leadership
Education
University of Oklahoma
BA, Psychology
Adrenaline, Inc. February 2014 - Present
Charles Schwab January 2012 - January 2014
Union Bank October 2009 - January 2012
Visa July 2008 - November 2009
Washington Mutual Card Services February 2003 - June 2008
Skills
Financial Services, Credit Cards, Marketing, Direct Marketing, Analytics, Segmentation, Integrated Marketing, Banking, Strategy, CRM, Retail, Customer Acquisition, Relationship Management, Leadership
Education
University of Oklahoma
BA, Psychology
Ken Holdway's Union Bank Experience March 2002 - December 2011
Job Senior Vice President Corp Real Estate
Industry Financial Services
Experience
Union Bank March 2002 - December 2011
Skills
Banking, Portfolio Management, Corporate Real Estate, Due Diligence, Mergers & Acquisitions, Financial Analysis, Vendor Management, Financial Services, Real Estate, Asset Managment, Asset Management, Mortgage Lending, Budgets, Strategy, Disposition, Loans, Financial Modeling, Real Estate Economics, Risk Management, Finance, Commercial Lending, Commercial Banking, Credit, Valuation
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1977 — 1981
BS, Business Administration
Union Bank March 2002 - December 2011
Skills
Banking, Portfolio Management, Corporate Real Estate, Due Diligence, Mergers & Acquisitions, Financial Analysis, Vendor Management, Financial Services, Real Estate, Asset Managment, Asset Management, Mortgage Lending, Budgets, Strategy, Disposition, Loans, Financial Modeling, Real Estate Economics, Risk Management, Finance, Commercial Lending, Commercial Banking, Credit, Valuation
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1977 — 1981
BS, Business Administration
Xiao Wang's Union Bank Experience December 2011 - October 2012
Job Senior Quant Analyst(AVP),PhD
Industry Financial Services
Experience
Bank of the West, BNP PARIBAS Group March 2014 - Present
FICO October 2012 - February 2014
Union Bank December 2011 - October 2012
University of Louisville January 2007 - May 2010
Skills
SAS, Data Mining, Statistics, Statistical Modeling, Analytics, Logistic Regression, Predictive Modeling, Time Series Analysis, R, SQL, Analysis, Machine Learning, Linear Regression, Cluster Analysis, Decision Trees, Probability, Financial Modeling, Credit Scoring, Applied Mathematics, FICO Model Builder
Education
University of Louisville 2008 — 2011
Doctor of Philosophy, Applied Mathematics
University of Louisville 2006 — 2008
Master of Arts (MA), Applied Mathematics
Bank of the West, BNP PARIBAS Group March 2014 - Present
FICO October 2012 - February 2014
Union Bank December 2011 - October 2012
University of Louisville January 2007 - May 2010
Skills
SAS, Data Mining, Statistics, Statistical Modeling, Analytics, Logistic Regression, Predictive Modeling, Time Series Analysis, R, SQL, Analysis, Machine Learning, Linear Regression, Cluster Analysis, Decision Trees, Probability, Financial Modeling, Credit Scoring, Applied Mathematics, FICO Model Builder
Education
University of Louisville 2008 — 2011
Doctor of Philosophy, Applied Mathematics
University of Louisville 2006 — 2008
Master of Arts (MA), Applied Mathematics
Nathan Lenz's Union Bank Experience February 2010 - Present
Job Vice President, Credit Executive at Union Bank
Industry Banking
Experience
Union Bank February 2010 - Present
M&I Bank August 2007 - June 2009
TierOne Bank April 2005 - August 2007
Skills
Banking, Credit, Credit Analysis, Loans, Risk Management, Financial Analysis, Commercial Lending, Credit Risk, Commercial Banking, Real Estate, Customer Service, Underwriting, Loan Origination, Investments, Portfolio Management, Commercial Mortgages, Customer Relations, Nonprofits, Small Business Lending
Education
University of Nebraska-Lincoln 2002 — 2007
Bachelor of Science, Finance
Union Bank February 2010 - Present
M&I Bank August 2007 - June 2009
TierOne Bank April 2005 - August 2007
Skills
Banking, Credit, Credit Analysis, Loans, Risk Management, Financial Analysis, Commercial Lending, Credit Risk, Commercial Banking, Real Estate, Customer Service, Underwriting, Loan Origination, Investments, Portfolio Management, Commercial Mortgages, Customer Relations, Nonprofits, Small Business Lending
Education
University of Nebraska-Lincoln 2002 — 2007
Bachelor of Science, Finance
Richard Hendrickson's Union Bank Experience June 2013 - November 2013
Job Experienced Real Estate, Finance, Development, Asset Management, and Commercial Real Estate Executive
Industry Real Estate
Experience
Union Bank June 2013 - November 2013
Federal Deposit Insurance Corporation March 2010 - March 2011
Development Planning & Financing Group (DPFG, Inc) March 2004 - January 2009
Bechtel Corporation 2002 - 2003
Cal Fed Enterprises 1985 - 1990
Grubb & Ellis Commercial Real Estate 1977 - 1984
Skills
Credit, Banking, Loans, Commercial Banking, Credit Analysis, Mortgage, Underwriting, Credit Risk, Customer Relations, Customer Service, Portfolio Management, Commercial Lending, Risk Management, Compliance, Retail Banking, Excel, Risk, Mortgage Lending, Microsoft Office, Banking Operations
Education
University of Oregon 1968 — 1973
Bachelor of Science (B.S.), Economics, 3.5
Unviersity of Oregon
Bachelor's Degree, Economics-Urban Planning, 3.5
Union Bank June 2013 - November 2013
Federal Deposit Insurance Corporation March 2010 - March 2011
Development Planning & Financing Group (DPFG, Inc) March 2004 - January 2009
Bechtel Corporation 2002 - 2003
Cal Fed Enterprises 1985 - 1990
Grubb & Ellis Commercial Real Estate 1977 - 1984
Skills
Credit, Banking, Loans, Commercial Banking, Credit Analysis, Mortgage, Underwriting, Credit Risk, Customer Relations, Customer Service, Portfolio Management, Commercial Lending, Risk Management, Compliance, Retail Banking, Excel, Risk, Mortgage Lending, Microsoft Office, Banking Operations
Education
University of Oregon 1968 — 1973
Bachelor of Science (B.S.), Economics, 3.5
Unviersity of Oregon
Bachelor's Degree, Economics-Urban Planning, 3.5
Jeffrey Rhodes's Union Bank Experience February 2012 - February 2013
Job Mortgage Loan Officer at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage February 2013 - Present
Union Bank February 2012 - February 2013
MetLife Home Loans January 2009 - February 2012
Princeton Capital May 2007 - January 2009
First Horizon Home Loans April 2005 - May 2007
Skills
Mortgage Lending, Investment Properties, Loan Origination, Mortgage Banking, FHA, Refinance, Residential Mortgages, Real Estate, Loans, Credit
Education
University of Notre Dame 1989 — 1993
Bachelors, Psychology / Philosophy
Bellarmine College Preparatory
PNC Mortgage February 2013 - Present
Union Bank February 2012 - February 2013
MetLife Home Loans January 2009 - February 2012
Princeton Capital May 2007 - January 2009
First Horizon Home Loans April 2005 - May 2007
Skills
Mortgage Lending, Investment Properties, Loan Origination, Mortgage Banking, FHA, Refinance, Residential Mortgages, Real Estate, Loans, Credit
Education
University of Notre Dame 1989 — 1993
Bachelors, Psychology / Philosophy
Bellarmine College Preparatory
Ryan Carey's Union Bank Experience June 2013 - July 2013
Job Lead Recruiter at AGCO Corporation
Industry Staffing and Recruiting
Experience
AGCO Corporation August 2015 - Present
Seven Step Recruiting May 2012 - Present
Smile Brands Inc. November 2014 - August 2015
Informatica June 2014 - November 2014
SunTrust Bank August 2013 - June 2014
Union Bank June 2013 - July 2013
Huntington National Bank February 2013 - June 2013
Kerry Ingredients August 2012 - January 2013
Pinkerton Academy High School January 2012 - August 2012
Appalachian Mountain Club/Highland Center June 2011 - October 2011
Skills
Recruiting, Applicant Tracking..., Technical Recruiting, Taleo, Internet Recruiting, Talent Management, Avature, Interviews, Scuba Diving, Cold Calling, Marine Biology, College Recruiting, Lesson Planning, Direct Sales, Aquatic Ecology, Client/Hiring Manager..., Research, Sales Operations, Candidate Process..., RPO, Industry Research, Wilderness First Aid, Wildlife Photography, Landscape Photography, Curriculum Development, Curriculum Planning, Logistics, Information Retrieval, Information..., Merchandising, Sales Support, Ecology, Ecological Restoration, Animal Welfare, Animal Handling, Animal Behavior, Outdoor Recreation, GPS navigation, Map and Compass, Inventory Control, Group Presentations, Group Management, Group Dynamics, Digital Photography, Phone Screening, Phone Etiquette, Ceridian
Education
University of New England 2003 — 2007
BS Psychobiology, Major:Psychobio, Minors: marine Biology, Environmental Studies
Bishop Guertin High Shcool
AGCO Corporation August 2015 - Present
Seven Step Recruiting May 2012 - Present
Smile Brands Inc. November 2014 - August 2015
Informatica June 2014 - November 2014
SunTrust Bank August 2013 - June 2014
Union Bank June 2013 - July 2013
Huntington National Bank February 2013 - June 2013
Kerry Ingredients August 2012 - January 2013
Pinkerton Academy High School January 2012 - August 2012
Appalachian Mountain Club/Highland Center June 2011 - October 2011
Skills
Recruiting, Applicant Tracking..., Technical Recruiting, Taleo, Internet Recruiting, Talent Management, Avature, Interviews, Scuba Diving, Cold Calling, Marine Biology, College Recruiting, Lesson Planning, Direct Sales, Aquatic Ecology, Client/Hiring Manager..., Research, Sales Operations, Candidate Process..., RPO, Industry Research, Wilderness First Aid, Wildlife Photography, Landscape Photography, Curriculum Development, Curriculum Planning, Logistics, Information Retrieval, Information..., Merchandising, Sales Support, Ecology, Ecological Restoration, Animal Welfare, Animal Handling, Animal Behavior, Outdoor Recreation, GPS navigation, Map and Compass, Inventory Control, Group Presentations, Group Management, Group Dynamics, Digital Photography, Phone Screening, Phone Etiquette, Ceridian
Education
University of New England 2003 — 2007
BS Psychobiology, Major:Psychobio, Minors: marine Biology, Environmental Studies
Bishop Guertin High Shcool
Michael Sirek's Union Bank Experience December 2008 - Present
Job SVP, Reserve Methodology Analytics
Industry Banking
Experience
Union Bank December 2008 - Present
Office of the Comptroller of the Currency March 1986 - November 2008
Skills
Credit, Risk Management, Banking, Loans, Real Estate, Credit Risk, Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Financial Risk
Education
University of St. Thomas 1981 — 1985
University of Pennsylvania - The Wharton School
Advanced Risk Management Program
Union Bank December 2008 - Present
Office of the Comptroller of the Currency March 1986 - November 2008
Skills
Credit, Risk Management, Banking, Loans, Real Estate, Credit Risk, Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Financial Risk
Education
University of St. Thomas 1981 — 1985
University of Pennsylvania - The Wharton School
Advanced Risk Management Program
Larry Woodard Sr. CTA's Union Bank Experience June 1979 - September 1984
Job Owner at Lpwsr & Associates
Industry Real Estate
Experience
Lpwsr & Associates Media staffAnaheim Ducks1993 - 2013
Union Bank June 1979 - September 1984
UCB November 1976 - January 1979
Skills
Social Networking, Real Estate, Community Outreach, Public Relations, Property Management, Social Media, Customer Service, Event Management, Strategic Planning, Corporate Events, Social Media Marketing, Analysis, Construction Management, Real Estate Development, Teaching, Leadership Development, Contract Negotiation, Public Speaking, Editing
Education
University of Maryland College Park
Lpwsr & Associates Media staffAnaheim Ducks1993 - 2013
Union Bank June 1979 - September 1984
UCB November 1976 - January 1979
Skills
Social Networking, Real Estate, Community Outreach, Public Relations, Property Management, Social Media, Customer Service, Event Management, Strategic Planning, Corporate Events, Social Media Marketing, Analysis, Construction Management, Real Estate Development, Teaching, Leadership Development, Contract Negotiation, Public Speaking, Editing
Education
University of Maryland College Park
Anu Prasad Yalamanchili's Union Bank Experience September 2007 - Present
Job Sr.Business Objects Developer/Consultant at Union Bank
Industry Banking
Experience
Union Bank September 2007 - Present
Citigroup August 2005 - July 2007
Skills
Business Objects, Web Intelligence, Crystal Reports, Oracle, Teradata, DB2/SQL, PL/SQL, SQL Server, ETL, Requirements Analysis, Informatica, Data Modeling, Data Integration, DB2, Business Intelligence, SDLC, Data Warehousing, Cognos, OLAP, SSIS, Microsoft SQL Server
Education
University of Madras 1997 — 2000
MCA, MASTER OF COMPUTER APPLICATIONS
Union Bank September 2007 - Present
Citigroup August 2005 - July 2007
Skills
Business Objects, Web Intelligence, Crystal Reports, Oracle, Teradata, DB2/SQL, PL/SQL, SQL Server, ETL, Requirements Analysis, Informatica, Data Modeling, Data Integration, DB2, Business Intelligence, SDLC, Data Warehousing, Cognos, OLAP, SSIS, Microsoft SQL Server
Education
University of Madras 1997 — 2000
MCA, MASTER OF COMPUTER APPLICATIONS
Dary Khimpanh's Union Bank Experience June 2004 - October 2010
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2015 - Present
North Island Credit Union December 2013 - August 2015
Regents Bank December 2010 - December 2013
Union Bank June 2004 - October 2010
Skills
Excel, Microsoft Office, PowerPoint, Banking, Customer Service, Social Media, Social Networking, Photoshop, Teamwork, Windows, Customer Satisfaction, Management, Microsoft Excel, Outlook, Real Estate, Sales, Team Building, Commercial Banking
Education
University of Phoenix 2010 — 2012
BA, Bachelor of Science in Communication with a Concentration in Marketing and Sales Communication
First Republic Bank August 2015 - Present
North Island Credit Union December 2013 - August 2015
Regents Bank December 2010 - December 2013
Union Bank June 2004 - October 2010
Skills
Excel, Microsoft Office, PowerPoint, Banking, Customer Service, Social Media, Social Networking, Photoshop, Teamwork, Windows, Customer Satisfaction, Management, Microsoft Excel, Outlook, Real Estate, Sales, Team Building, Commercial Banking
Education
University of Phoenix 2010 — 2012
BA, Bachelor of Science in Communication with a Concentration in Marketing and Sales Communication
Tony Bedikian's Union Bank Experience May 2007 - July 2014
Job Managing Director Head of Global Markets at Citizens Bank
Industry Capital Markets
Experience
Citizens Bank July 2014 - Present
Union Bank May 2007 - July 2014
SunTrust Bank July 2001 - April 2007
First Union National Bank June 1995 - March 2000
Skills
Derivatives, Interest Rate Swaps, Fixed Income, Management, Trading, Interest Rate..., FX trading, Portfolio Management, Proprietary Trading, Derivatives Trading, Bonds, Options, Hedging, Financial Markets, Swaps, Foreign Exchange, Structured Products, FX Options, Capital Markets, Bloomberg, Market Risk, Financial Structuring, Credit Derivatives, Treasury Management, Equity Derivatives, Equities, Hedge Funds
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Economics
Citizens Bank July 2014 - Present
Union Bank May 2007 - July 2014
SunTrust Bank July 2001 - April 2007
First Union National Bank June 1995 - March 2000
Skills
Derivatives, Interest Rate Swaps, Fixed Income, Management, Trading, Interest Rate..., FX trading, Portfolio Management, Proprietary Trading, Derivatives Trading, Bonds, Options, Hedging, Financial Markets, Swaps, Foreign Exchange, Structured Products, FX Options, Capital Markets, Bloomberg, Market Risk, Financial Structuring, Credit Derivatives, Treasury Management, Equity Derivatives, Equities, Hedge Funds
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Economics
Charles Oforah's Union Bank Experience August 1996 - August 2000
Job Customer Support at IBM
Industry Information Technology and Services
Experience
IBM January 2014 - Present
Independent IT Consultant April 2012 - December 2013
IBM January 2009 - February 2012
Independent IT Consultant April 2007 - December 2008
PCHL July 2006 - March 2007
IBM August 2000 - July 2006
Union Bank August 1996 - August 2000
Skills
Information Security..., Information Security, Disaster Recovery, Business Continuity, Network Security, Security, Integration, CISSP, Data Center, IT Service Management
Education
University of Nebraska at Omaha
BS, Electronic Engineering Technology
IBM January 2014 - Present
Independent IT Consultant April 2012 - December 2013
IBM January 2009 - February 2012
Independent IT Consultant April 2007 - December 2008
PCHL July 2006 - March 2007
IBM August 2000 - July 2006
Union Bank August 1996 - August 2000
Skills
Information Security..., Information Security, Disaster Recovery, Business Continuity, Network Security, Security, Integration, CISSP, Data Center, IT Service Management
Education
University of Nebraska at Omaha
BS, Electronic Engineering Technology
Nouf Alashqar's Union Bank Experience 2006 - 2008
Job Owner, Hassle Free Notary(Notary Public) / C.C.C, Inc. (CFO)
Industry Management Consulting
Experience
Hassle Free Notary (Notary Public) & Chief Financial Officer (CFO) C.C.C, Inc. January 2000 - Present
Union Bank 2006 - 2008
Skills
Mortgage Lending, Loans, Operations Management, Business Analysis, Business Strategy, Microsoft Office, Strategic Planning, Team Building, Negotiation, Notary Public, Management, Small Business, Business Development, Business Planning, Leadership, New Business Development, Marketing, Analysis, Investments, Management Consulting, Strategy, Organizational..., Budgets, Contract Negotiation, Process Improvement, Sales Management, Coaching, Team Leadership, Change Management, Marketing Strategy, Market Research, Program Management, Sales
Education
CSULB
Bachelor's degree, Finance & Int. Bus.
University of Phoenix-Southern California Campus
Master of Business Administration (MBA), Finance, General
Hassle Free Notary (Notary Public) & Chief Financial Officer (CFO) C.C.C, Inc. January 2000 - Present
Union Bank 2006 - 2008
Skills
Mortgage Lending, Loans, Operations Management, Business Analysis, Business Strategy, Microsoft Office, Strategic Planning, Team Building, Negotiation, Notary Public, Management, Small Business, Business Development, Business Planning, Leadership, New Business Development, Marketing, Analysis, Investments, Management Consulting, Strategy, Organizational..., Budgets, Contract Negotiation, Process Improvement, Sales Management, Coaching, Team Leadership, Change Management, Marketing Strategy, Market Research, Program Management, Sales
Education
CSULB
Bachelor's degree, Finance & Int. Bus.
University of Phoenix-Southern California Campus
Master of Business Administration (MBA), Finance, General
Maile Villanueva's Union Bank Experience June 2006 - December 2011
Job Accounting Assistant at C2 Financial Corp / Cal State Realty Services
Industry Accounting
Experience
C2 Financial Corp / Cal State Realty Services July 2012 - Present
Union Bank June 2006 - December 2011
Vons July 2003 - January 2007
Skills
Accounting
Education
University of Phoenix-San Diego Campus 2010 — 2012
Accounting
C2 Financial Corp / Cal State Realty Services July 2012 - Present
Union Bank June 2006 - December 2011
Vons July 2003 - January 2007
Skills
Accounting
Education
University of Phoenix-San Diego Campus 2010 — 2012
Accounting
Nick Migliacci's Union Bank Experience May 2011 - August 2011
Job Manager, Advanced Analytics at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation December 2014 - Present
Caesars Entertainment Corporation January 2013 - December 2014
Union Bank May 2011 - August 2011
Pocono Environmental Laboraties May 2010 - August 2010
Skills
Data Analysis, Analytics, Statistical Modeling, Forecasting, Microsoft Office, Business Intelligence, Statistics
Education
University of Pennsylvania 2008 — 2012
BA, Economics, Mathematics
Caesars Entertainment Corporation December 2014 - Present
Caesars Entertainment Corporation January 2013 - December 2014
Union Bank May 2011 - August 2011
Pocono Environmental Laboraties May 2010 - August 2010
Skills
Data Analysis, Analytics, Statistical Modeling, Forecasting, Microsoft Office, Business Intelligence, Statistics
Education
University of Pennsylvania 2008 — 2012
BA, Economics, Mathematics
Jeremy Salamera's Union Bank Experience May 2011 - May 2013
Job Senior Lending Officer, SBA/Investor at Stonecrest Financial
Industry Banking
Experience
Stonecrest Financial November 2014 - Present
CA Statewide CDC April 2013 - Present
Union Bank May 2011 - May 2013
Wells Fargo 2004 - 2011
Skills
Lines Of Credit, Commercial Banking, Loans, Small Business Lending, Commercial Lending
Education
University of Oregon
Stonecrest Financial November 2014 - Present
CA Statewide CDC April 2013 - Present
Union Bank May 2011 - May 2013
Wells Fargo 2004 - 2011
Skills
Lines Of Credit, Commercial Banking, Loans, Small Business Lending, Commercial Lending
Education
University of Oregon
Wesley Dean's Union Bank Experience April 2011 - December 2012
Job Sr. Teller at Union Bank
Industry Banking
Experience
Abercrombie March 2009 - Present
Union Bank April 2011 - December 2012
Education
University of La Verne 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Abercrombie March 2009 - Present
Union Bank April 2011 - December 2012
Education
University of La Verne 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Arthur Gordon's Union Bank Experience July 2006 - July 2012
Job President at AG Editorial Services
Industry Banking
Experience
AG Editorial Services August 2012 - Present
SM Chamber of Commerce 2013 - 2014
Union Bank July 2006 - July 2012
Aquent January 2006 - July 2006
Journal of Longevity June 2002 - January 2006
Line 56 Magazine July 2001 - January 2002
internet.com Corp. May 2000 - March 2001
Skills
excellent copy-editing..., basic HTML, PaintShopPro, Financial Services, Healthcare, Technology, News Writing, Ad Hoc Reporting, Supervising Others, Thrive in..., Vignette CMS, Tridion CMS, Ventura CMS, Chicago Manual, Ap Style, LaTeX, MathType, Organizational..., Process Improvement, MS Office, MS Word (power user), Marketing Communications, Magazines, Microsoft Office, AP Style, Marketing, Web Content Management, CMS
Education
University of Maryland College Park
Bachelor's degree, English Language and Literature/Letters
AG Editorial Services August 2012 - Present
SM Chamber of Commerce 2013 - 2014
Union Bank July 2006 - July 2012
Aquent January 2006 - July 2006
Journal of Longevity June 2002 - January 2006
Line 56 Magazine July 2001 - January 2002
internet.com Corp. May 2000 - March 2001
Skills
excellent copy-editing..., basic HTML, PaintShopPro, Financial Services, Healthcare, Technology, News Writing, Ad Hoc Reporting, Supervising Others, Thrive in..., Vignette CMS, Tridion CMS, Ventura CMS, Chicago Manual, Ap Style, LaTeX, MathType, Organizational..., Process Improvement, MS Office, MS Word (power user), Marketing Communications, Magazines, Microsoft Office, AP Style, Marketing, Web Content Management, CMS
Education
University of Maryland College Park
Bachelor's degree, English Language and Literature/Letters
Michelle V.'s Union Bank Experience January 2001 - Present
Job Sr. Treasury Management Specialist /Sr. Quality Control Specialist
Industry Banking
Experience
Union Bank January 2001 - Present
Skills
Banking, Bank Secrecy Act, Commercial Banking, Risk Management, Operational Risk, KYC, Treasury Management, Financial Analysis, Management, AML, Cash Management, Branch Banking, Cross Selling, Back Office
Education
University of Phoenix-Southern California Campus
Master of Business Administration (MBA), Business Administration, Management and Operations, Program GPA - 3.95/4.00
University of Phoenix-Southern California Campus 2008 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations, Program GPA - 3.91/4.00
University of Phoenix-Southern California Campus 2007 — 2009
Associate of Arts (A.A.), Information Technology / Computer Science, Program GPA - 3.88/4.00
Union Bank January 2001 - Present
Skills
Banking, Bank Secrecy Act, Commercial Banking, Risk Management, Operational Risk, KYC, Treasury Management, Financial Analysis, Management, AML, Cash Management, Branch Banking, Cross Selling, Back Office
Education
University of Phoenix-Southern California Campus
Master of Business Administration (MBA), Business Administration, Management and Operations, Program GPA - 3.95/4.00
University of Phoenix-Southern California Campus 2008 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations, Program GPA - 3.91/4.00
University of Phoenix-Southern California Campus 2007 — 2009
Associate of Arts (A.A.), Information Technology / Computer Science, Program GPA - 3.88/4.00
Carolyne Salcido's Union Bank Experience October 2009 - Present
Job Credit Executive at Union Bank
Industry Banking
Experience
Union Bank October 2009 - Present
Skills
Loans, Credit
Education
University of La Verne
Union Bank October 2009 - Present
Skills
Loans, Credit
Education
University of La Verne
Nina Giani Bristol's Union Bank Experience December 1999 - Present
Job Vice President and Manager Commercial Credit Center / Private Bank Services at Union Bank
Industry Banking
Experience
Union Bank December 1999 - Present
Bank of the West January 1982 - April 1989
Skills
Underwriting, Credit Approval, Portfolio Management, Credit Risk, Credit Analysis, Private Banking, Business Banking
Education
University of La Verne
Amercian Institute of Banking
Professional Certificate
Seisen International School, Tokyo, Japan
Union Bank December 1999 - Present
Bank of the West January 1982 - April 1989
Skills
Underwriting, Credit Approval, Portfolio Management, Credit Risk, Credit Analysis, Private Banking, Business Banking
Education
University of La Verne
Amercian Institute of Banking
Professional Certificate
Seisen International School, Tokyo, Japan
Bert Friedman's Union Bank Experience May 2008 - November 2008
Job
Industry Financial Services
Experience
CC Financial September 2015 - Present
Experis Finance April 2015 - September 2015
Consumer Financial Protection Bureau October 2013 - April 2015
Granite Financial December 2008 - September 2013
Union Bank May 2008 - November 2008
LaSalle Bank August 2006 - April 2008
Education
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (MBA), Finance, w/honors
Northwestern California University School of Law
Doctor of Law (JD)
University of Michigan
Bachelor of Arts (BA)
CC Financial September 2015 - Present
Experis Finance April 2015 - September 2015
Consumer Financial Protection Bureau October 2013 - April 2015
Granite Financial December 2008 - September 2013
Union Bank May 2008 - November 2008
LaSalle Bank August 2006 - April 2008
Education
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (MBA), Finance, w/honors
Northwestern California University School of Law
Doctor of Law (JD)
University of Michigan
Bachelor of Arts (BA)
Vijayalakshmi Elangovan's Union Bank Experience March 2012 - May 2013
Job Tech Lead at WellPoint
Industry Information Technology and Services
Experience
WellPoint July 2013 - Present
Union Bank March 2012 - May 2013
Reliance Steel & Aluminum December 2011 - March 2012
Target October 2006 - July 2011
Farmers Insurance Group of Companies 2011 - 2011
iGATE January 2005 - October 2006
Skills
Data Warehousing, Informatica, Oracle, SDLC, Data Modeling, PL/SQL, SQL, Unix, Data Analysis, Teradata, DB2, Control M, Autosys, T-SQL, Datastage, BTEQ, WLM, ClearCase, ClearQuest, Microsoft SQL Server
Education
University of Madras 1999 — 2003
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
WellPoint July 2013 - Present
Union Bank March 2012 - May 2013
Reliance Steel & Aluminum December 2011 - March 2012
Target October 2006 - July 2011
Farmers Insurance Group of Companies 2011 - 2011
iGATE January 2005 - October 2006
Skills
Data Warehousing, Informatica, Oracle, SDLC, Data Modeling, PL/SQL, SQL, Unix, Data Analysis, Teradata, DB2, Control M, Autosys, T-SQL, Datastage, BTEQ, WLM, ClearCase, ClearQuest, Microsoft SQL Server
Education
University of Madras 1999 — 2003
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Jesse Camp's Union Bank Experience June 2013 - August 2013
Job Development Analyst at Trammell Crow Residential
Industry Real Estate
Experience
Trammell Crow Residential June 2015 - Present
Trammell Crow Residential June 2014 - August 2014
Union Bank June 2013 - August 2013
Education
University of North Carolina at Chapel Hill
Trammell Crow Residential June 2015 - Present
Trammell Crow Residential June 2014 - August 2014
Union Bank June 2013 - August 2013
Education
University of North Carolina at Chapel Hill
Elizabeth Doan's Union Bank Experience Quality Assurance Test AssociateMUFG Union BankNovember 2012 - Present
Job Quality Assurance Test Associate at MUFG Union Bank
Industry Information Technology and Services
Experience
Union Bank Quality Assurance Test AssociateMUFG Union BankNovember 2012 - Present
Education
University of Oklahoma 1998 — 2000
Psychology
Union Bank Quality Assurance Test AssociateMUFG Union BankNovember 2012 - Present
Education
University of Oklahoma 1998 — 2000
Psychology
Germon Mosley's Union Bank Experience
Job Bank Operations Support at Union Bank
Industry Banking
Experience
Union Bank
Skills
Banking, Retail Banking, Commercial Banking, Customer Service, Operational Excellence, Sales, Relationship Management, Real Estate, Real Estate Transactions, Mortgage Lending, Residential Mortgages
Education
University of La Verne
Master of Business Administration (MBA), Finance, General
University of Phoenix
Bachelor's degree, E-Commerce/Electronic Commerce
Union Bank
Skills
Banking, Retail Banking, Commercial Banking, Customer Service, Operational Excellence, Sales, Relationship Management, Real Estate, Real Estate Transactions, Mortgage Lending, Residential Mortgages
Education
University of La Verne
Master of Business Administration (MBA), Finance, General
University of Phoenix
Bachelor's degree, E-Commerce/Electronic Commerce
Jerry Alley's Union Bank Experience March 2000 - November 2009
Job Senior Vice President at Frontier State Bank
Industry Banking
Experience
Frontier State Bank April 2015 - Present
RCB Bank November 2009 - November 2014
Union Bank March 2000 - November 2009
Skills
Commercial and..., New Business Development, Customer Relations, Financial Analysis, Construction and Land...
Education
University of Oklahoma, Norman, Oklahoma 1974 — 1976
Bachelor’s Degree, Business Administration and Management, General, 3.8
University of Missouri-Columbia 1966 — 1968
Arts and Sciences, Pre Law
Frontier State Bank April 2015 - Present
RCB Bank November 2009 - November 2014
Union Bank March 2000 - November 2009
Skills
Commercial and..., New Business Development, Customer Relations, Financial Analysis, Construction and Land...
Education
University of Oklahoma, Norman, Oklahoma 1974 — 1976
Bachelor’s Degree, Business Administration and Management, General, 3.8
University of Missouri-Columbia 1966 — 1968
Arts and Sciences, Pre Law
Maria Rowena Soriano's Union Bank Experience March 1982 - August 1988
Job
Industry Banking
Experience
Citibank December 1994 - March 2015
Citi December 1994 - March 2015
McDonnell Douglas West Federal Credit Union August 1988 - December 1994
Union Bank March 1982 - August 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Organizational..., Customer Satisfaction, Operations Management
Education
University of Phoenix 1998 — 2001
Bachelor of Science (B.S.), Management
Citibank December 1994 - March 2015
Citi December 1994 - March 2015
McDonnell Douglas West Federal Credit Union August 1988 - December 1994
Union Bank March 1982 - August 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Organizational..., Customer Satisfaction, Operations Management
Education
University of Phoenix 1998 — 2001
Bachelor of Science (B.S.), Management