Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Union Bank Salaries. You can even request information on how much does Union Bank pay if you want to. Learn about salaries, pros and cons of working for Union Bank directly from the past employees.
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4,717 Union Bank employees in database. Find out everything there's to know about Union Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Bank Employees
Employee
Years
Job
Industry
Megan Moffit Megan Moffit's Union Bank Experience February 2014 - Present
Job Banking Professional
Industry Banking
Experience
Union Bank February 2014 - Present
SOUNDVIEW EYECARE July 2014 - December 2014
Education
University of Washington 2013 — 2016
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
University of South Florida 2011 — 2013
Pre-Law Studies
Union Bank February 2014 - Present
SOUNDVIEW EYECARE July 2014 - December 2014
Education
University of Washington 2013 — 2016
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
University of South Florida 2011 — 2013
Pre-Law Studies
Aida Rodriguez Aida Rodriguez's Union Bank Experience September 2012 - June 2015
Job Banc of California
Industry Banking
Experience
Banc of California June 2015 - Present
Union Bank September 2012 - June 2015
Bank of America Merrill Lynch August 2011 - September 2012
Wachovia Bank March 2007 - August 2011
Banco Popular North America March 2003 - March 2007
Pacific Western Bank August 1994 - March 2003
Skills
Portfolio Management, Commercial Lending, Mortgage Lending, Loans, Commercial Banking, Small Business Lending, Banking, Consumer Lending, Credit, Credit Analysis, Cross Selling, Retail Banking, Underwriting
Education
University of Phoenix 2005 — 2011
Bachelors in Science, Business Administration
Banc of California June 2015 - Present
Union Bank September 2012 - June 2015
Bank of America Merrill Lynch August 2011 - September 2012
Wachovia Bank March 2007 - August 2011
Banco Popular North America March 2003 - March 2007
Pacific Western Bank August 1994 - March 2003
Skills
Portfolio Management, Commercial Lending, Mortgage Lending, Loans, Commercial Banking, Small Business Lending, Banking, Consumer Lending, Credit, Credit Analysis, Cross Selling, Retail Banking, Underwriting
Education
University of Phoenix 2005 — 2011
Bachelors in Science, Business Administration
Ella Warren Ella Warren's Union Bank Experience March 1981 - April 2014
Job Customer Service at Allstate
Industry Financial Services
Experience
Allstate February 2015 - Present
Union Bank March 1981 - April 2014
Skills
Credit, Consumer Lending, Branch Banking, Banking, Retail Banking, Loans, Management, Small Business Lending, Sales, Commercial Banking, Cross Selling, Lines Of Credit, Mortgage Lending, Branch Management, Credit Analysis, Commercial Lending, Leadership, Loan Origination, Relationship Management, Portfolio Management, Finance, Financial Analysis, Strategic Planning, Risk Management, Tax Preparation, Property & Casualty...
Education
University of Washington Pacific Coast Banking School 2010 — 2012
Certificate of Banking
University of Puget Sound
Bachelor's Degree, Business Administration and Management, General/Accounting
Allstate February 2015 - Present
Union Bank March 1981 - April 2014
Skills
Credit, Consumer Lending, Branch Banking, Banking, Retail Banking, Loans, Management, Small Business Lending, Sales, Commercial Banking, Cross Selling, Lines Of Credit, Mortgage Lending, Branch Management, Credit Analysis, Commercial Lending, Leadership, Loan Origination, Relationship Management, Portfolio Management, Finance, Financial Analysis, Strategic Planning, Risk Management, Tax Preparation, Property & Casualty...
Education
University of Washington Pacific Coast Banking School 2010 — 2012
Certificate of Banking
University of Puget Sound
Bachelor's Degree, Business Administration and Management, General/Accounting
Carolyn Le Carolyn Le's Union Bank Experience January 2015 - Present
Job at
Industry Banking
Experience
Union Bank January 2015 - Present
Citi September 2014 - December 2014
JPMorgan Chase & Co. October 2011 - June 2014
AT&T April 2009 - October 2011
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Financial Analysis, Mortgage Lending, Finance, Portfolio Management, Sales, Small Business..., Account Management
Education
University of Phoenix
Bachelor's Degree, Business Administration and Management, General
Union Bank January 2015 - Present
Citi September 2014 - December 2014
JPMorgan Chase & Co. October 2011 - June 2014
AT&T April 2009 - October 2011
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Financial Analysis, Mortgage Lending, Finance, Portfolio Management, Sales, Small Business..., Account Management
Education
University of Phoenix
Bachelor's Degree, Business Administration and Management, General
Dustin Pinkerton Dustin Pinkerton's Union Bank Experience July 2010 - September 2011
Job CAMS, BSA/AML Consultant
Industry Banking
Experience
IPSA International November 2014 - Present
Robert Half June 2014 - September 2014
IPSA International November 2013 - March 2014
Robert Half May 2013 - November 2013
First Republic Bank September 2011 - May 2013
Union Bank July 2010 - September 2011
Citi July 2009 - July 2010
Skills
Banking, AML, OFAC, Bank Secrecy Act, KYC, Risk Management, Due Diligence, USA PATRIOT Act, Private Banking, Microsoft Word, Microsoft Office, Microsoft Excel, Writing, Copy Editing, Fraud, Finance, Operational Risk, Anti Money Laundering
Education
University of South Florida 2006 — 2009
Bachelor’s Degree, English Creative Writing
IPSA International November 2014 - Present
Robert Half June 2014 - September 2014
IPSA International November 2013 - March 2014
Robert Half May 2013 - November 2013
First Republic Bank September 2011 - May 2013
Union Bank July 2010 - September 2011
Citi July 2009 - July 2010
Skills
Banking, AML, OFAC, Bank Secrecy Act, KYC, Risk Management, Due Diligence, USA PATRIOT Act, Private Banking, Microsoft Word, Microsoft Office, Microsoft Excel, Writing, Copy Editing, Fraud, Finance, Operational Risk, Anti Money Laundering
Education
University of South Florida 2006 — 2009
Bachelor’s Degree, English Creative Writing
Bonnie Bray Casillas's Union Bank Experience March 2013 - Present
Job Human Resources
Industry Human Resources
Experience
Union Bank March 2013 - Present
Union Bank August 2010 - February 2013
Union Bank February 2010 - July 2010
JP Morgan Chase / Washington Mutual August 2006 - April 2009
Washington Mutual November 2001 - August 2006
TeleTech October 1998 - November 2001
TeleTech January 1997 - October 1998
Skills
Talent Acquisition, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Human Resources, HR Policies, Employee Benefits, New Hire Orientations, Technical Recruiting, Temporary Placement, Taleo, Hiring, Personnel Management, Sourcing, Compensation & Benefit, Background Checks, Interviews, Staffing Services, Contract Recruitment, Benefits Administration, Organizational..., College Recruiting, Training, Team Building, Screening Resumes, Management, Organizational..., Policy, Job Fairs
Education
University of Phoenix
Human Resources Management
California State University, Channel Islands
Professional in Human Resources Certification
Union Bank March 2013 - Present
Union Bank August 2010 - February 2013
Union Bank February 2010 - July 2010
JP Morgan Chase / Washington Mutual August 2006 - April 2009
Washington Mutual November 2001 - August 2006
TeleTech October 1998 - November 2001
TeleTech January 1997 - October 1998
Skills
Talent Acquisition, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Human Resources, HR Policies, Employee Benefits, New Hire Orientations, Technical Recruiting, Temporary Placement, Taleo, Hiring, Personnel Management, Sourcing, Compensation & Benefit, Background Checks, Interviews, Staffing Services, Contract Recruitment, Benefits Administration, Organizational..., College Recruiting, Training, Team Building, Screening Resumes, Management, Organizational..., Policy, Job Fairs
Education
University of Phoenix
Human Resources Management
California State University, Channel Islands
Professional in Human Resources Certification
Peri Pentz-Brown Peri Pentz-Brown's Union Bank Experience 1988 - 1995
Job Wealth Management Risk Manager
Industry Banking
Experience
Washington Trust Bank March 2014 - Present
Bank of the West October 1995 - March 2014
Bank of the West August 1995 - March 2014
Union Bank 1988 - 1995
Bank of America 1980 - 1985
Skills
Contract Negotiation, Acquisition Integration, Wealth Management, Private Banking, Banking, Securities, Risk Management, Financial Risk, Financial Services, Commercial Lending, Retail Banking, Commercial Banking, Consumer Lending, Due Diligence, Project Management, Credit Analysis, Management
Education
University of San Francisco 1976 — 1980
BA/MA, Economics
The Blake Schools 1970 — 1976
High School
Washington Trust Bank March 2014 - Present
Bank of the West October 1995 - March 2014
Bank of the West August 1995 - March 2014
Union Bank 1988 - 1995
Bank of America 1980 - 1985
Skills
Contract Negotiation, Acquisition Integration, Wealth Management, Private Banking, Banking, Securities, Risk Management, Financial Risk, Financial Services, Commercial Lending, Retail Banking, Commercial Banking, Consumer Lending, Due Diligence, Project Management, Credit Analysis, Management
Education
University of San Francisco 1976 — 1980
BA/MA, Economics
The Blake Schools 1970 — 1976
High School
Bryan Do's Union Bank Experience April 2013 - March 2014
Job Specialty Deposits Banker at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank March 2014 - Present
Union Bank April 2013 - March 2014
Union Bank April 2010 - 2013
Union Bank June 2009 - April 2010
Skills
Loans, Finance, Banking, Consumer Lending, Management, Loan Servicing, Deposits, Retail Banking, Customer Service, Small Business Lending
Education
University of Phoenix 2010 — 2012
Bachelor of science in business, Business Administration and Management, General, 3.14
BofI Federal Bank March 2014 - Present
Union Bank April 2013 - March 2014
Union Bank April 2010 - 2013
Union Bank June 2009 - April 2010
Skills
Loans, Finance, Banking, Consumer Lending, Management, Loan Servicing, Deposits, Retail Banking, Customer Service, Small Business Lending
Education
University of Phoenix 2010 — 2012
Bachelor of science in business, Business Administration and Management, General, 3.14
William Stansberry William Stansberry's Union Bank Experience July 2012 - Present
Job Vice President & Credit Executive at MUFG Union Bank
Industry Banking
Experience
Union Bank July 2012 - Present
U.S. Bank March 2010 - July 2012
U.S. Bank June 2007 - March 2010
Skills
Portfolio Management, Commercial Banking, Credit Analysis, Derivatives, Finance
Education
University of Portland 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Union Bank July 2012 - Present
U.S. Bank March 2010 - July 2012
U.S. Bank June 2007 - March 2010
Skills
Portfolio Management, Commercial Banking, Credit Analysis, Derivatives, Finance
Education
University of Portland 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Calvin Nelson Calvin Nelson's Union Bank Experience 1999 - 1999
Job Consumer Lending Coordinator Metro NY/NJ Region at Popular Community Bank
Industry Banking
Experience
Popular Community Bank 2015 - Present
M&T Bank 2013 - 2014
TD Bank Group 2003 - 2012
FedEx Office 1999 - 2003
Union Bank 1999 - 1999
FedEx Office 1998 - 1999
WAMU 1996 - 1998
OneUnited Bank 1994 - 1996
Skills
Credit, Mortgage Lending, Retail Banking, Commercial Banking, Banking, Consumer Lending, Customer Experience, Leadership, Finance, Small Business Lending, Commercial Lending, Sales, Loans, Lines Of Credit
Education
University of Phoenix 2010 — 2016
Bachelor's Degree, Accounting and Finance, 3.71
Popular Community Bank 2015 - Present
M&T Bank 2013 - 2014
TD Bank Group 2003 - 2012
FedEx Office 1999 - 2003
Union Bank 1999 - 1999
FedEx Office 1998 - 1999
WAMU 1996 - 1998
OneUnited Bank 1994 - 1996
Skills
Credit, Mortgage Lending, Retail Banking, Commercial Banking, Banking, Consumer Lending, Customer Experience, Leadership, Finance, Small Business Lending, Commercial Lending, Sales, Loans, Lines Of Credit
Education
University of Phoenix 2010 — 2016
Bachelor's Degree, Accounting and Finance, 3.71
Bart Gillette MBA Bart Gillette MBA's Union Bank Experience August 2004 - August 2005
Job Financial Aid Specialist at University of Phoenix
Industry Financial Services
Experience
University of Phoenix August 2005 - Present
Union Bank August 2004 - August 2005
Mulligan's Landscaping Services January 2004 - August 2004
Non Profit Organization Provo Utah September 2001 - September 2003
Skills
Microsoft Excel, Oracle Applications, PeopleSoft, Financial Aid..., Student Financial Aid, Cross-functional Team..., Financial Analysis, Adult Education, Higher Education..., Training, Career Counseling, Student Development, Customer Service, Finance, Leadership, Staff Development, Higher Education, Coaching, Customer Retention
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2006 — 2008
Bachelor's degree, Finance, General
El Camino College 2000 — 2003
General Studies
University of Phoenix August 2005 - Present
Union Bank August 2004 - August 2005
Mulligan's Landscaping Services January 2004 - August 2004
Non Profit Organization Provo Utah September 2001 - September 2003
Skills
Microsoft Excel, Oracle Applications, PeopleSoft, Financial Aid..., Student Financial Aid, Cross-functional Team..., Financial Analysis, Adult Education, Higher Education..., Training, Career Counseling, Student Development, Customer Service, Finance, Leadership, Staff Development, Higher Education, Coaching, Customer Retention
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2006 — 2008
Bachelor's degree, Finance, General
El Camino College 2000 — 2003
General Studies
Jared Voss Jared Voss's Union Bank Experience April 2010 - Present
Job Vice President/Branch Manager at Union Bank
Industry Banking
Experience
Union Bank April 2010 - Present
Wells Fargo July 2002 - April 2010
Safeway September 1994 - July 2002
Skills
Banking, Consumer Lending, Credit, Loans, Mortgage Lending, Small Business Lending, Branch Management, Commercial Banking, Commercial Lending, Lines Of Credit, Loan Origination, Retail Banking, Leadership, Credit Analysis, Cross Selling, Deposits, Mortgage Banking, Portfolio Management, Sales
Education
University of San Diego
Bachelor of Arts (BA), Communication, General
Union Bank April 2010 - Present
Wells Fargo July 2002 - April 2010
Safeway September 1994 - July 2002
Skills
Banking, Consumer Lending, Credit, Loans, Mortgage Lending, Small Business Lending, Branch Management, Commercial Banking, Commercial Lending, Lines Of Credit, Loan Origination, Retail Banking, Leadership, Credit Analysis, Cross Selling, Deposits, Mortgage Banking, Portfolio Management, Sales
Education
University of San Diego
Bachelor of Arts (BA), Communication, General
Michael Sato Stevens Michael Sato Stevens's Union Bank Experience July 2009 - May 2011
Job AVP Assistant Portfolio Manager Tax Exempt Fixed Income at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management January 2014 - Present
HighMark Capital Management June 2011 - December 2013
Union Bank July 2009 - May 2011
Union Bank September 2008 - June 2009
Skills
Fixed Income, Securities Lending, Japanese, Money Market Funds, Mutual Funds, Trust Operations, Bloomberg, DTC, Trading, Risk Management, Fund Accounting, Banking, Fitness Training, Baseball, Football, Basketball, Golf, Boxing, Securities, Finance, Equities
Education
UC Berkeley Extension 2010 — 2011
International Finance
University of San Francisco 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
HighMark Capital Management January 2014 - Present
HighMark Capital Management June 2011 - December 2013
Union Bank July 2009 - May 2011
Union Bank September 2008 - June 2009
Skills
Fixed Income, Securities Lending, Japanese, Money Market Funds, Mutual Funds, Trust Operations, Bloomberg, DTC, Trading, Risk Management, Fund Accounting, Banking, Fitness Training, Baseball, Football, Basketball, Golf, Boxing, Securities, Finance, Equities
Education
UC Berkeley Extension 2010 — 2011
International Finance
University of San Francisco 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Pre-Medicine/Pre-Medical Studies
Macaria Martinez Macaria Martinez's Union Bank Experience February 2014 - Present
Job *Certified Notary Public Signing Agent Services *Legal Process Rep at Union Bank
Industry Banking
Experience
Union Bank February 2014 - Present
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Credit Analysis, Loan Origination, Small Business Lending, Retail Banking, Commercial Banking, Mortgage Banking, Risk Management, Financial Risk, Lines Of Credit, Commercial Lending, Credit Risk, Portfolio Management, Underwriting, Refinance, FHA
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Human Services, General
Union Bank February 2014 - Present
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Credit Analysis, Loan Origination, Small Business Lending, Retail Banking, Commercial Banking, Mortgage Banking, Risk Management, Financial Risk, Lines Of Credit, Commercial Lending, Credit Risk, Portfolio Management, Underwriting, Refinance, FHA
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Human Services, General
Priscilla A. Brown's Union Bank Experience October 2002 - 2013
Job Owner/Facilitator at Planting Seeds for Success
Industry Banking
Experience
CPS HR Consulting March 2014 - Present
Covered California December 2013 - Present
Planting Seeds for Success March 2010 - Present
Union Bank October 2002 - 2013
Jackson Federal Bank May 2002 - October 2005
Skills
Banking, Loans, Commercial Banking, Retail Banking, Risk Management, Investments, Job Coaching, Change Management, Event Management, Team Management, Facilities Management, Community Service, Project Planning, Problem Solving, Customer Support, Conflict Management, Ownership Spirit, Time Management, Interpersonal Savvy, Customer Focused..., Finance, Workshop Facilitation, Public Speaking, Management, Training, Credit, Mortgage Lending, Small Business Lending, Lines Of Credit, Credit Analysis, SBA, Cross Selling, Loan Origination, Branch Management, Branch Banking, Financial Risk, Portfolio Management, Financial Services, Commercial Lending, Consumer Lending, Cash Management, Treasury Management
Education
University of Phoenix
Bachelor of Arts (B.A.), Business Administration and Management, General
CPS HR Consulting March 2014 - Present
Covered California December 2013 - Present
Planting Seeds for Success March 2010 - Present
Union Bank October 2002 - 2013
Jackson Federal Bank May 2002 - October 2005
Skills
Banking, Loans, Commercial Banking, Retail Banking, Risk Management, Investments, Job Coaching, Change Management, Event Management, Team Management, Facilities Management, Community Service, Project Planning, Problem Solving, Customer Support, Conflict Management, Ownership Spirit, Time Management, Interpersonal Savvy, Customer Focused..., Finance, Workshop Facilitation, Public Speaking, Management, Training, Credit, Mortgage Lending, Small Business Lending, Lines Of Credit, Credit Analysis, SBA, Cross Selling, Loan Origination, Branch Management, Branch Banking, Financial Risk, Portfolio Management, Financial Services, Commercial Lending, Consumer Lending, Cash Management, Treasury Management
Education
University of Phoenix
Bachelor of Arts (B.A.), Business Administration and Management, General
John Paterick John Paterick's Union Bank Experience March 2013 - Present
Job Business Analyst at Union Bank
Industry Computer Software
Experience
Union Bank March 2013 - Present
Mitchell International March 2008 - November 2012
BearingPoint 2006 - 2008
California State Auto Associaton 2005 - 2006
AT&T 2004 - 2006
Skills
Scrum, Software Development, Software Project..., Agile Project Management, Visio, Computer Systems..., Unix Shell Scripting, Software Engineering, Java, Systems Analysis, User Stories, Test Planning, .NET, SQL, Analysis, Web Applications, Software Quality..., XML, Quality Assurance, Microsoft SQL Server, Software Documentation, Test Cases, Testing, Databases
Education
University of San Francisco 1985 — 1988
Bachelor of Science (B.S.), MIS, 3.81
Computer Learning Center, SF, Ca 1982 — 1983
Certificate, Computer Programming
Union Bank March 2013 - Present
Mitchell International March 2008 - November 2012
BearingPoint 2006 - 2008
California State Auto Associaton 2005 - 2006
AT&T 2004 - 2006
Skills
Scrum, Software Development, Software Project..., Agile Project Management, Visio, Computer Systems..., Unix Shell Scripting, Software Engineering, Java, Systems Analysis, User Stories, Test Planning, .NET, SQL, Analysis, Web Applications, Software Quality..., XML, Quality Assurance, Microsoft SQL Server, Software Documentation, Test Cases, Testing, Databases
Education
University of San Francisco 1985 — 1988
Bachelor of Science (B.S.), MIS, 3.81
Computer Learning Center, SF, Ca 1982 — 1983
Certificate, Computer Programming
Maria Cristina Paredes Maria Cristina Paredes's Union Bank Experience 1994 - 1996
Job Product Manager DTCC Asset Services Corporate Action Transformation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation December 2013 - Present
J.P. Morgan Global Custody Operations February 2006 - July 2013
J.P. Morgan US Custody Operations February 2002 - January 2006
J.P. Morgan - Private Banking August 1997 - February 2002
Union Bank 1994 - 1996
Skills
Corporate Actions, Derivatives, Securities Lending, Fixed Income, Capital Markets, SWIFT payments, Trading, Investment Banking, Equities, Global Operations, Middle Office, Global Custody, Financial Services, Security Operations, Risk Management, Escalations Management, Securities, Settlement, Foreign Exchange, Foreign Currency, Mortgage Servicing, SWIFT messages, Prime Brokerage, Collateral Management, Operational Risk, Operational Risk..., Loans, Back Office, FX Options, Bonds, Sarbanes-Oxley, Risk Assessment, Financial Risk..., Income, Business Resilience, SSAE 16, Nostro Reconciliation, ARM Loans Adjustments, Bloomberg, Hedge Funds, Asset Management, Due Diligence, ISO 20022
Education
University of Santo Tomas
Bachelor of Arts (B.A.), Economics
The Depository Trust & Clearing Corporation December 2013 - Present
J.P. Morgan Global Custody Operations February 2006 - July 2013
J.P. Morgan US Custody Operations February 2002 - January 2006
J.P. Morgan - Private Banking August 1997 - February 2002
Union Bank 1994 - 1996
Skills
Corporate Actions, Derivatives, Securities Lending, Fixed Income, Capital Markets, SWIFT payments, Trading, Investment Banking, Equities, Global Operations, Middle Office, Global Custody, Financial Services, Security Operations, Risk Management, Escalations Management, Securities, Settlement, Foreign Exchange, Foreign Currency, Mortgage Servicing, SWIFT messages, Prime Brokerage, Collateral Management, Operational Risk, Operational Risk..., Loans, Back Office, FX Options, Bonds, Sarbanes-Oxley, Risk Assessment, Financial Risk..., Income, Business Resilience, SSAE 16, Nostro Reconciliation, ARM Loans Adjustments, Bloomberg, Hedge Funds, Asset Management, Due Diligence, ISO 20022
Education
University of Santo Tomas
Bachelor of Arts (B.A.), Economics
Aris Ulloa's Union Bank Experience July 2013 - Present
Job AVP UNION BANK / NMLS 384558 / RESIDENTIAL LENDING
Industry Financial Services
Experience
Union Bank July 2013 - Present
Wells Fargo Home Mortgage December 2014 - April 2015
EverBank August 2014 - November 2014
Bank of America Home Loans February 2008 - June 2013
REDC February 2008 - June 2009
H & R Block Mortgage January 2007 - September 2007
The Lending Connection January 2005 - January 2007
Caliber Motors 2002 - 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Refinance, Banking, Credit Analysis, Residential Mortgages, VA loans, USDA, HUD, HARP, HAMP, Making Home Affordable, Purchase, Listings, New Home Construction, Single Family Homes, Condos, Townhomes, Loan Modifications, Hard Money, Relocation, Jumbo, Super Jumbo, Home Equity Lines of..., REO, Short Sales, Homepath, First Time Home Buyers, Sales Management, Loss Mitigation, Underwriting, HomePath, Investment Properties, FHA financing, Real Estate Financing, Construction Loans, Certified Mortgage..., Selling, Home Equity Loans, Referrals, Commercial Mortgages, Non-Conforming, Mortgage Servicing, Real Estate Economics, Mortgage Marketing, Government Loans
Education
University of Phoenix 2005 — 2007
Bachelor's Degree, Business Administration and Management, General
Santiago High School 1993 — 1997
Union Bank July 2013 - Present
Wells Fargo Home Mortgage December 2014 - April 2015
EverBank August 2014 - November 2014
Bank of America Home Loans February 2008 - June 2013
REDC February 2008 - June 2009
H & R Block Mortgage January 2007 - September 2007
The Lending Connection January 2005 - January 2007
Caliber Motors 2002 - 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Refinance, Banking, Credit Analysis, Residential Mortgages, VA loans, USDA, HUD, HARP, HAMP, Making Home Affordable, Purchase, Listings, New Home Construction, Single Family Homes, Condos, Townhomes, Loan Modifications, Hard Money, Relocation, Jumbo, Super Jumbo, Home Equity Lines of..., REO, Short Sales, Homepath, First Time Home Buyers, Sales Management, Loss Mitigation, Underwriting, HomePath, Investment Properties, FHA financing, Real Estate Financing, Construction Loans, Certified Mortgage..., Selling, Home Equity Loans, Referrals, Commercial Mortgages, Non-Conforming, Mortgage Servicing, Real Estate Economics, Mortgage Marketing, Government Loans
Education
University of Phoenix 2005 — 2007
Bachelor's Degree, Business Administration and Management, General
Santiago High School 1993 — 1997
Rachel Altman's Union Bank Experience 2004 - 2006
Job Recruiter | TargetCW
Industry Human Resources
Experience
TargetCW April 2012 - Present
Entropic Communications October 2006 - April 2012
Union Bank 2004 - 2006
Cornerstone Property Management 2001 - 2003
Skills
Recruiting, Talent Acquisition, Internet Recruiting, Technical Recruiting, Applicant Tracking..., HRIS, Human Resources, Temporary Placement, Onboarding, Staffing Services, Employee Relations, Sourcing, Workforce Planning, Organizational..., Job Descriptions, Benefits Administration, PeopleSoft, Talent Management, College Recruiting, Deferred Compensation, New Hire Orientations, Training, Employee Engagement, IT Recruitment, Employee Benefits, Personnel Management, Screening Resumes, Benefits Negotiation, Performance Management, Employer Branding, Temporary Staffing, Vendor Management, Interviews, Succession Planning, Resume Writing, Executive Search, Permanent Placement, Contract Recruitment, Screening, HR Policies
Education
Redlands High School
University of San Diego
Bachelors, English
TargetCW April 2012 - Present
Entropic Communications October 2006 - April 2012
Union Bank 2004 - 2006
Cornerstone Property Management 2001 - 2003
Skills
Recruiting, Talent Acquisition, Internet Recruiting, Technical Recruiting, Applicant Tracking..., HRIS, Human Resources, Temporary Placement, Onboarding, Staffing Services, Employee Relations, Sourcing, Workforce Planning, Organizational..., Job Descriptions, Benefits Administration, PeopleSoft, Talent Management, College Recruiting, Deferred Compensation, New Hire Orientations, Training, Employee Engagement, IT Recruitment, Employee Benefits, Personnel Management, Screening Resumes, Benefits Negotiation, Performance Management, Employer Branding, Temporary Staffing, Vendor Management, Interviews, Succession Planning, Resume Writing, Executive Search, Permanent Placement, Contract Recruitment, Screening, HR Policies
Education
Redlands High School
University of San Diego
Bachelors, English
Gary Laieski Gary Laieski's Union Bank Experience May 2014 - Present
Job SVP / Group Technology Manager Strategic Initiatives
Industry Financial Services
Experience
Union Bank May 2014 - Present
Union Bank May 2013 - March 2014
Desert Schools FCU January 2008 - July 2012
Desert Schools Federal Credit Union January 2007 - January 2008
Desert Schools Federal Credit Union June 1999 - January 2007
Desert Schools Federal Credit Union December 1998 - June 1999
MicroAge March 1996 - December 1998
Skills
Strategic Planning, Information Technology, Software Development, Vendor Management, Strategy, Business Process..., Program Management, Recruiting, Operational Excellence, Business Transformation, Leadership, Consulting, Business Continuity, SDLC, Integration, Management, Project Portfolio..., Governance, Project Management, Business Analysis, Cloud Computing, Business Intelligence, Talent Management, Process Improvement, IT Strategy, Budgets, IT Management, Business Process, Risk Management, Disaster Recovery, PMO, Data Center, Six Sigma, Change Management, CRM, PMP, Requirements Analysis, Financial Services, Banking, Portfolio Management, Executive Management, Finance, Enterprise Architecture, Enterprise Software
Education
University of Phoenix
BSIT, Information Technology
Union Bank May 2014 - Present
Union Bank May 2013 - March 2014
Desert Schools FCU January 2008 - July 2012
Desert Schools Federal Credit Union January 2007 - January 2008
Desert Schools Federal Credit Union June 1999 - January 2007
Desert Schools Federal Credit Union December 1998 - June 1999
MicroAge March 1996 - December 1998
Skills
Strategic Planning, Information Technology, Software Development, Vendor Management, Strategy, Business Process..., Program Management, Recruiting, Operational Excellence, Business Transformation, Leadership, Consulting, Business Continuity, SDLC, Integration, Management, Project Portfolio..., Governance, Project Management, Business Analysis, Cloud Computing, Business Intelligence, Talent Management, Process Improvement, IT Strategy, Budgets, IT Management, Business Process, Risk Management, Disaster Recovery, PMO, Data Center, Six Sigma, Change Management, CRM, PMP, Requirements Analysis, Financial Services, Banking, Portfolio Management, Executive Management, Finance, Enterprise Architecture, Enterprise Software
Education
University of Phoenix
BSIT, Information Technology
Holly Carroll Holly Carroll's Union Bank Experience April 2014 - Present
Job Branch Service Manager
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank May 2005 - April 2014
Santa Barbara Bank & Trust 2005 - 2013
Skills
Small Business Lending, Loans, Banking, Loan Origination, Retail Banking, Risk Management, Portfolio Management, Notary Public, Refinance, Relationship Management, Customer Service, Sales, Lines Of Credit, Consumer Lending, Credit, Mortgage Lending, Small Business
Education
University of Phoenix
Business Finance
University of Phoenix
Union Bank April 2014 - Present
Union Bank May 2005 - April 2014
Santa Barbara Bank & Trust 2005 - 2013
Skills
Small Business Lending, Loans, Banking, Loan Origination, Retail Banking, Risk Management, Portfolio Management, Notary Public, Refinance, Relationship Management, Customer Service, Sales, Lines Of Credit, Consumer Lending, Credit, Mortgage Lending, Small Business
Education
University of Phoenix
Business Finance
University of Phoenix
Lauren Taniguchi's Union Bank Experience May 2013 - January 2014
Job Senior Associate Brand, Marketing and Communications at Ernst & Young
Industry Marketing and Advertising
Experience
EY August 2014 - Present
University of Southern California August 2010 - May 2014
Union Bank May 2013 - January 2014
Rogers & Cowan January 2013 - May 2013
kate spade December 2012 - January 2013
E! Networks September 2012 - December 2012
kate spade May 2012 - August 2012
E! Networks January 2012 - April 2012
kate spade December 2011 - January 2012
kate spade May 2011 - August 2011
Skills
Social Media, Facebook, Event Planning, Market Research, Public Relations, Press Releases, Media Clips, Microsoft Office, Spanish, Cision, Social Media Marketing, Social Networking, Blogging, Event Management, Marketing, YouTube, Vocus, News Alerts, Report Compilation, Management, Entertainment, Advertising, Corporate Communications, Community Outreach, Media Relations, Publicity
Education
University of Southern California 2010 — 2014
Pinewood High School 2006 — 2010
EY August 2014 - Present
University of Southern California August 2010 - May 2014
Union Bank May 2013 - January 2014
Rogers & Cowan January 2013 - May 2013
kate spade December 2012 - January 2013
E! Networks September 2012 - December 2012
kate spade May 2012 - August 2012
E! Networks January 2012 - April 2012
kate spade December 2011 - January 2012
kate spade May 2011 - August 2011
Skills
Social Media, Facebook, Event Planning, Market Research, Public Relations, Press Releases, Media Clips, Microsoft Office, Spanish, Cision, Social Media Marketing, Social Networking, Blogging, Event Management, Marketing, YouTube, Vocus, News Alerts, Report Compilation, Management, Entertainment, Advertising, Corporate Communications, Community Outreach, Media Relations, Publicity
Education
University of Southern California 2010 — 2014
Pinewood High School 2006 — 2010
Margaret Keung's Union Bank Experience 2009 - 2013
Job VP Relationship Manager at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank 2013 - Present
Union Bank 2009 - 2013
Bank of America 2002 - 2008
Bank of America 1996 - 2002
Bank of America 1987 - 1996
Palm Springs Savings Bank 1987 - 1987
Skills
Marketing, Sales, Private Banking, Retail Banking, Project Management, Banking
Education
University of San Diego
Palm Springs High School
Pacific Premier Bank 2013 - Present
Union Bank 2009 - 2013
Bank of America 2002 - 2008
Bank of America 1996 - 2002
Bank of America 1987 - 1996
Palm Springs Savings Bank 1987 - 1987
Skills
Marketing, Sales, Private Banking, Retail Banking, Project Management, Banking
Education
University of San Diego
Palm Springs High School
Jamie Fritzsche's Union Bank Experience October 1999 - March 2005
Job Loan Officer at Eagle Home Mortgage
Industry Real Estate
Experience
Eagle Home Mortgage July 2014 - Present
Innova Mortgage Services, a dba of American Pacific Mtg Corp April 2013 - June 2014
Charter Communications May 2005 - April 2013
Union Bank October 1999 - March 2005
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, USDA, Loans, FHA financing, First Time Home Buyers, Investment Properties, Reverse Mortgages, Credit, Construction Loans, Certified Mortgage..., Real Estate, Government Loans, Underwriting, REO, Credit Analysis
Education
University of Phoenix
Associate of Arts (A.A.), Acounting
Eagle Home Mortgage July 2014 - Present
Innova Mortgage Services, a dba of American Pacific Mtg Corp April 2013 - June 2014
Charter Communications May 2005 - April 2013
Union Bank October 1999 - March 2005
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, USDA, Loans, FHA financing, First Time Home Buyers, Investment Properties, Reverse Mortgages, Credit, Construction Loans, Certified Mortgage..., Real Estate, Government Loans, Underwriting, REO, Credit Analysis
Education
University of Phoenix
Associate of Arts (A.A.), Acounting
Amy Berry's Union Bank Experience September 2013 - Present
Job Internal Communications Consultant at Union Bank
Industry Public Relations and Communications
Experience
Union Bank September 2013 - Present
Cox Communications May 2005 - February 2012
The Salvation Army Kroc Center May 2004 - April 2005
San Diego Center for Children May 2002 - April 2004
Nuffer, Smith, Tucker May 1998 - April 2002
Skills
Media Relations, Advertising, Press Releases, Event Management, Marketing, Public Relations, Internal Communications, Community Development, Non-profits, Employee Engagement, Community Outreach, Corporate Communications, Philanthropy, Corporate Social..., Corporate Events, Volunteer Management, Building Relationships, Sponsorship, Leadership, Nonprofits, Marketing Strategy, Strategic Planning, Strategy, Editing
Education
University of San Diego
Master of Arts, Nonprofit Leadership and Management
San Diego State University
Bachelor of Arts, Communication/Public Relations
Union Bank September 2013 - Present
Cox Communications May 2005 - February 2012
The Salvation Army Kroc Center May 2004 - April 2005
San Diego Center for Children May 2002 - April 2004
Nuffer, Smith, Tucker May 1998 - April 2002
Skills
Media Relations, Advertising, Press Releases, Event Management, Marketing, Public Relations, Internal Communications, Community Development, Non-profits, Employee Engagement, Community Outreach, Corporate Communications, Philanthropy, Corporate Social..., Corporate Events, Volunteer Management, Building Relationships, Sponsorship, Leadership, Nonprofits, Marketing Strategy, Strategic Planning, Strategy, Editing
Education
University of San Diego
Master of Arts, Nonprofit Leadership and Management
San Diego State University
Bachelor of Arts, Communication/Public Relations
Lori Louder Lori Louder's Union Bank Experience May 1989 - October 1999
Job SDMCU, Operations Supervisor
Industry Banking
Experience
San Diego Metropolitan Credit Union December 2012 - Present
Mission Federal Credit Union September 2012 - December 2012
DMLSOL LLC June 2010 - November 2012
Chase Bank formerly Wamu (Washington Mutual) October 1999 - April 2010
Union Bank May 1989 - October 1999
Skills
Communication Written, Financial Analysis, Job Evaluation, Banking, Customer Service, Hiring, Microsoft Office, Budgeting, Word, Policy, Risk Management, Coaching, Strategic Planning, Loans, Credit, Customer Relations, New Business Development, Team Building, Problem Solving, Sales Management, Real Estate, Change Management, Employee Relations, Team Leadership, Operations Management, Business Planning, Excel, Vendor Management, Compliance, Customer Satisfaction, Teamwork, Negotiation, Program Management, Budgets, Analysis, Sales, Mortgage Lending, Supervisory Skills
Education
University of Phoenix 2010 — 2010
23 units completed toward BachelorsDegree, Business Management
Bonita Vista High School
High School Diploma
San Diego Metropolitan Credit Union December 2012 - Present
Mission Federal Credit Union September 2012 - December 2012
DMLSOL LLC June 2010 - November 2012
Chase Bank formerly Wamu (Washington Mutual) October 1999 - April 2010
Union Bank May 1989 - October 1999
Skills
Communication Written, Financial Analysis, Job Evaluation, Banking, Customer Service, Hiring, Microsoft Office, Budgeting, Word, Policy, Risk Management, Coaching, Strategic Planning, Loans, Credit, Customer Relations, New Business Development, Team Building, Problem Solving, Sales Management, Real Estate, Change Management, Employee Relations, Team Leadership, Operations Management, Business Planning, Excel, Vendor Management, Compliance, Customer Satisfaction, Teamwork, Negotiation, Program Management, Budgets, Analysis, Sales, Mortgage Lending, Supervisory Skills
Education
University of Phoenix 2010 — 2010
23 units completed toward BachelorsDegree, Business Management
Bonita Vista High School
High School Diploma
James Chepyha James Chepyha's Union Bank Experience July 2002 - September 2007
Job Founder & CIO, Emergex Capital Partners
Industry Venture Capital & Private Equity
Experience
Emergex Capital Partners 2014 - Present
Vesna Capital January 2009 - Present
Chrysalix Energy Venture Capital 2010 - 2013
Goldman Sachs January 2007 - December 2008
Union Bank July 2002 - September 2007
Skills
Venture Capital, Corporate Finance, Strategy, Investment Banking, Cleantech, Investments, Private Equity, Financial Structuring, Mergers & Acquisitions, Corporate Development, Joint Ventures, Start-ups, Energy, Structured Finance, Divestitures, IPO, Private Placements, M&A experience, Growth Capital, Clean Technology, Executive Management, Valuation, Entrepreneurship, LBO, Equity Capital Markets, Capital, Renewable Energy, Business Strategy, Due Diligence, Equities, Commercialization, Mergers, Commercial Banking, Capital Markets, Financial Modeling, Finance, Funding, Project Finance, Restructuring, Angel Investing, Derivatives, Alternative Energy, Venture Financing, Emerging Markets, Leveraged Finance, Business Valuation, Acquisitions, corporate banking, Capital Raising
Education
York University - Schulich School of Business 1987 — 1990
MBA
University of Saskatchewan 1982 — 1986
B. Comm (Finance Honours)
Emergex Capital Partners 2014 - Present
Vesna Capital January 2009 - Present
Chrysalix Energy Venture Capital 2010 - 2013
Goldman Sachs January 2007 - December 2008
Union Bank July 2002 - September 2007
Skills
Venture Capital, Corporate Finance, Strategy, Investment Banking, Cleantech, Investments, Private Equity, Financial Structuring, Mergers & Acquisitions, Corporate Development, Joint Ventures, Start-ups, Energy, Structured Finance, Divestitures, IPO, Private Placements, M&A experience, Growth Capital, Clean Technology, Executive Management, Valuation, Entrepreneurship, LBO, Equity Capital Markets, Capital, Renewable Energy, Business Strategy, Due Diligence, Equities, Commercialization, Mergers, Commercial Banking, Capital Markets, Financial Modeling, Finance, Funding, Project Finance, Restructuring, Angel Investing, Derivatives, Alternative Energy, Venture Financing, Emerging Markets, Leveraged Finance, Business Valuation, Acquisitions, corporate banking, Capital Raising
Education
York University - Schulich School of Business 1987 — 1990
MBA
University of Saskatchewan 1982 — 1986
B. Comm (Finance Honours)
Patricia Farrell Patricia Farrell's Union Bank Experience 1981 - 1989
Job Executive Director at Dominican Sisters Conference
Industry Religious Institutions
Experience
Dominican Sisters Conference June 2014 - Present
Dominican Sisters of San Rafael June 2009 - June 2014
Dominican Sisters of San Rafael July 2003 - June 2014
St. Dominic School August 1996 - June 2003
Justin-Siena High School August 1995 - June 1996
Our Lady of Guadalupe School August 1991 - June 1993
Mitsui Manufacturers Bank October 1990 - March 1991
First Professional Bank April 1989 - September 1990
Union Bank 1981 - 1989
Skills
Religion, Retreats, Public Speaking, Spiritual Direction, Theology, Preaching, Teaching, Pastoral Counseling, Retreat Leader, Pastoral Care
Education
University of San Francisco 1996 — 2000
Master of Arts, Private School Administration
Aquinas Institute of Theology 1994 — 1995
6 units, Theology
Graduate Theological Union, Berkeley 1993 — 1995
18 units, Theology
University of Redlands 1986 — 1988
Bachelor of Science, Business
Dominican Sisters Conference June 2014 - Present
Dominican Sisters of San Rafael June 2009 - June 2014
Dominican Sisters of San Rafael July 2003 - June 2014
St. Dominic School August 1996 - June 2003
Justin-Siena High School August 1995 - June 1996
Our Lady of Guadalupe School August 1991 - June 1993
Mitsui Manufacturers Bank October 1990 - March 1991
First Professional Bank April 1989 - September 1990
Union Bank 1981 - 1989
Skills
Religion, Retreats, Public Speaking, Spiritual Direction, Theology, Preaching, Teaching, Pastoral Counseling, Retreat Leader, Pastoral Care
Education
University of San Francisco 1996 — 2000
Master of Arts, Private School Administration
Aquinas Institute of Theology 1994 — 1995
6 units, Theology
Graduate Theological Union, Berkeley 1993 — 1995
18 units, Theology
University of Redlands 1986 — 1988
Bachelor of Science, Business
Tanya Kulberg Tanya Kulberg's Union Bank Experience June 2011 - Present
Job Vice President Private Banking Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank June 2011 - Present
Comerica April 2005 - June 2011
Merrill Lynch 2004 - 2004
Bank of America 2001 - 2004
Commercial Bank of San Francisco 1996 - 2001
Skills
Wealth Management, Loans, Strategic Financial..., Asset Managment, Banking, Loan Origination, Credit, Commercial Banking, Commercial Lending, Financial Services, Retail Banking, Finance, Management, Cash Management, Private Banking, Series 7, Insurance, Small Business Lending
Education
T.L High
USF
English Lit/Business
University of San Francisco
English/Business, B.A English Literature and B.S. Business
Union Bank June 2011 - Present
Comerica April 2005 - June 2011
Merrill Lynch 2004 - 2004
Bank of America 2001 - 2004
Commercial Bank of San Francisco 1996 - 2001
Skills
Wealth Management, Loans, Strategic Financial..., Asset Managment, Banking, Loan Origination, Credit, Commercial Banking, Commercial Lending, Financial Services, Retail Banking, Finance, Management, Cash Management, Private Banking, Series 7, Insurance, Small Business Lending
Education
T.L High
USF
English Lit/Business
University of San Francisco
English/Business, B.A English Literature and B.S. Business
Florita Sheldon Florita Sheldon's Union Bank Experience August 2010 - December 2010
Job Communications Specialist
Industry Writing and Editing
Experience
Flor Blanco Productions 2010 - Present
Union Bank August 2010 - December 2010
Disney Consumer Products July 2009 - September 2009
Capital Group October 2006 - March 2009
Skills
Social Media Marketing, Online Help, Technical Writing, Software Documentation, Management, Customer Service, WordPress, Wikis, Management Consulting
Education
University of Phoenix 2009 — 2011
MBA, Global Management
Oklahoma State University 1996 — 1998
Masters in English, Technical Writing
U.C. Riverside 1991 — 1995
B.A., Creative Writing, Fiction
Flor Blanco Productions 2010 - Present
Union Bank August 2010 - December 2010
Disney Consumer Products July 2009 - September 2009
Capital Group October 2006 - March 2009
Skills
Social Media Marketing, Online Help, Technical Writing, Software Documentation, Management, Customer Service, WordPress, Wikis, Management Consulting
Education
University of Phoenix 2009 — 2011
MBA, Global Management
Oklahoma State University 1996 — 1998
Masters in English, Technical Writing
U.C. Riverside 1991 — 1995
B.A., Creative Writing, Fiction
Tina Courtney Tina Courtney's Union Bank Experience 2002 - 2003
Job Business Data Analysis Manager
Industry Banking
Experience
CITY NATIONAL BANK June 2011 - Present
UNION BANK OF CALIFORNIA January 2006 - November 2009
UNION BANK OF CALIFORNIA January 2003 - December 2005
Union Bank 2002 - 2003
Skills
Financial Analysis, Treasury Management, Budgeting, Mergers, Commercial Banking, MIS, Retail Banking, Banking, Financial Modeling, Budgets, Managerial Finance, Cash Management, Investments, Analysis, Finance, Portfolio Management, Risk Management, Mergers & Acquisitions
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
BSB/F, Finance
CITY NATIONAL BANK June 2011 - Present
UNION BANK OF CALIFORNIA January 2006 - November 2009
UNION BANK OF CALIFORNIA January 2003 - December 2005
Union Bank 2002 - 2003
Skills
Financial Analysis, Treasury Management, Budgeting, Mergers, Commercial Banking, MIS, Retail Banking, Banking, Financial Modeling, Budgets, Managerial Finance, Cash Management, Investments, Analysis, Finance, Portfolio Management, Risk Management, Mergers & Acquisitions
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
BSB/F, Finance
John Itokazu John Itokazu's Union Bank Experience July 2011 - Present
Job Chief Information & Operations Officer at Union Bank
Industry Banking
Experience
Union Bank July 2011 - Present
Zions Bancorporation May 2007 - August 2011
NetDeposit May 2007 - September 2010
Zions Management Services Company September 2005 - May 2007
Zions Management Services Company May 1997 - July 2006
Zions Bank 1991 - 1997
IDS DEPOSIT CORP., an American Express Company 1989 - 1991
Zions Bank 1977 - 1989
Skills
Management, Banking, Business Process..., Leadership, Integration, Financial Services, Requirements Analysis, Financial Risk, Vendor Management, Process Improvement, IT Strategy, Operational Excellence, Call Centers, Information Security, Risk Management, Business Continuity, Disaster Recovery, Service Management, Customer Service, Credit Cards, Payments, Internet Banking, Retail Banking, Cash Management, IT Management, Quality Assurance, SDLC, Business Analysis, Treasury Management, Change Management, Analysis, CRM, Product Management, Internal Audit, Credit, Strategic Leadership, Team Building, Commercial Banking, Cross-functional Team..., ACH, Executive Management, Relationship Management, Electronic Payments, Portfolio Management, Project Portfolio..., Operational Risk..., Core Banking, Strategy
Education
University of Phoenix 1989 — 1992
Bachelor of Science, Business Administration
Union Bank July 2011 - Present
Zions Bancorporation May 2007 - August 2011
NetDeposit May 2007 - September 2010
Zions Management Services Company September 2005 - May 2007
Zions Management Services Company May 1997 - July 2006
Zions Bank 1991 - 1997
IDS DEPOSIT CORP., an American Express Company 1989 - 1991
Zions Bank 1977 - 1989
Skills
Management, Banking, Business Process..., Leadership, Integration, Financial Services, Requirements Analysis, Financial Risk, Vendor Management, Process Improvement, IT Strategy, Operational Excellence, Call Centers, Information Security, Risk Management, Business Continuity, Disaster Recovery, Service Management, Customer Service, Credit Cards, Payments, Internet Banking, Retail Banking, Cash Management, IT Management, Quality Assurance, SDLC, Business Analysis, Treasury Management, Change Management, Analysis, CRM, Product Management, Internal Audit, Credit, Strategic Leadership, Team Building, Commercial Banking, Cross-functional Team..., ACH, Executive Management, Relationship Management, Electronic Payments, Portfolio Management, Project Portfolio..., Operational Risk..., Core Banking, Strategy
Education
University of Phoenix 1989 — 1992
Bachelor of Science, Business Administration
Sumukh Trilokekar's Union Bank Experience October 2010 - Present
Job Sr Systems Analyst eCommerce, at Union Bank
Industry Banking
Experience
Union Bank October 2010 - Present
Skills
Business Objects, Data Mapping, Medicare, PBM, Access, Analytics, SQL Server, Healthcare, Oracle SQL, Business Requirements, Unix, Data Analysis, Requirements Analysis, User Acceptance Testing, ETL, SDLC, Visio, Business Analysis, SQL, Systems Analysis, Business Intelligence, Microsoft SQL Server, DB2, Requirements Gathering, Software Project..., Testing, Agile Methodologies, Databases, Analysis, Business Process, Data Modeling, Data Warehousing, Software Development, Pharmacy Benefit..., Oracle SQL Developer
Education
University of Pune 1988 — 1992
BS
Union Bank October 2010 - Present
Skills
Business Objects, Data Mapping, Medicare, PBM, Access, Analytics, SQL Server, Healthcare, Oracle SQL, Business Requirements, Unix, Data Analysis, Requirements Analysis, User Acceptance Testing, ETL, SDLC, Visio, Business Analysis, SQL, Systems Analysis, Business Intelligence, Microsoft SQL Server, DB2, Requirements Gathering, Software Project..., Testing, Agile Methodologies, Databases, Analysis, Business Process, Data Modeling, Data Warehousing, Software Development, Pharmacy Benefit..., Oracle SQL Developer
Education
University of Pune 1988 — 1992
BS
Diana DiPronio Diana DiPronio's Union Bank Experience April 2012 - Present
Job SVP, Consumer Protection Manager at Union Bank
Industry Banking
Experience
Union Bank April 2012 - Present
Bank of America June 2011 - April 2012
SVP Countrywide / Bank of America August 2004 - April 2009
Washington Mutual January 2002 - July 2004
Wells Fargo Home Mortgage 1994 - 1999
Education
University of South Florida 1990 — 1994
Bachelor of Science, Accounting
Union Bank April 2012 - Present
Bank of America June 2011 - April 2012
SVP Countrywide / Bank of America August 2004 - April 2009
Washington Mutual January 2002 - July 2004
Wells Fargo Home Mortgage 1994 - 1999
Education
University of South Florida 1990 — 1994
Bachelor of Science, Accounting
Randy Lowe Randy Lowe's Union Bank Experience April 1998 - July 2008
Job Human Resources Consultant
Industry Human Resources
Experience
LGBT Community Center of the Desert November 2009 - Present
Lowe and Associates July 2008 - Present
Union Bank April 1998 - July 2008
Union Bank of California 1998 - 2008
US Department of Labor October 1971 - April 1998
Education
University of Southern California 1985 — 1988
MS, Public Administration - Organizational Behavior
University of Northern Colorado 1976 — 1978
MA, Public Administration
University of Portland 1963 — 1967
BA, English/Education
LGBT Community Center of the Desert November 2009 - Present
Lowe and Associates July 2008 - Present
Union Bank April 1998 - July 2008
Union Bank of California 1998 - 2008
US Department of Labor October 1971 - April 1998
Education
University of Southern California 1985 — 1988
MS, Public Administration - Organizational Behavior
University of Northern Colorado 1976 — 1978
MA, Public Administration
University of Portland 1963 — 1967
BA, English/Education
Rishi Dave Rishi Dave's Union Bank Experience January 2006 - May 2008
Job Corporate Business Analyst Consultant at DMG Mori Ellison Technologies
Industry Information Technology and Services
Experience
RishSearch Consulting September 2012 - Present
DMG Mori Ellison Technologies November 2013 - March 2015
Illumina July 2010 - January 2012
Heatlh Care Group, Great Road Capital, SD Music & Technology Initiative January 2010 - July 2010
Union Bank January 2006 - May 2008
Gamecaster Inc. July 2004 - January 2006
eRipe Inc. July 2004 - January 2006
The Vanguard Group January 2004 - June 2004
Skills
Salesforce.com, Market Research, Competitive Intelligence, Business Analysis, Research, Marketing Research, Business Intelligence, Market Analysis, Competitive Analysis, Analytics, PowerPoint, Microsoft Excel, SharePoint, KPI Dashboards, Business Process Design, Business Process Mapping, Statistics, Content Management, Data Science, Leadership, Cognos, Strategic Planning, Management, Marketing, Trend Analysis, Budgets, Cognos 8.4, Cognos 10.1, Industry Analysis, KPI Reports, Business Performance..., Data Visualization, Database Management, Marketing Strategy, Lead Generation, Sales Leads, Lead Management, Web Analytics, SEO, Cross-functional Team..., CRM, Analysis, Start-ups, Product Marketing, Segmentation, Tableau Public, Hootsuite, KPI implementation, E-commerce, Forecasting
Education
University of South Carolina The Moore School of Business 1998 — 2003
Business Administration, Finance, International Business, Management Science
University of South Carolina-Columbia 1998 — 2003
Bachelor's degree, Finance, International Business, Management Science
RishSearch Consulting September 2012 - Present
DMG Mori Ellison Technologies November 2013 - March 2015
Illumina July 2010 - January 2012
Heatlh Care Group, Great Road Capital, SD Music & Technology Initiative January 2010 - July 2010
Union Bank January 2006 - May 2008
Gamecaster Inc. July 2004 - January 2006
eRipe Inc. July 2004 - January 2006
The Vanguard Group January 2004 - June 2004
Skills
Salesforce.com, Market Research, Competitive Intelligence, Business Analysis, Research, Marketing Research, Business Intelligence, Market Analysis, Competitive Analysis, Analytics, PowerPoint, Microsoft Excel, SharePoint, KPI Dashboards, Business Process Design, Business Process Mapping, Statistics, Content Management, Data Science, Leadership, Cognos, Strategic Planning, Management, Marketing, Trend Analysis, Budgets, Cognos 8.4, Cognos 10.1, Industry Analysis, KPI Reports, Business Performance..., Data Visualization, Database Management, Marketing Strategy, Lead Generation, Sales Leads, Lead Management, Web Analytics, SEO, Cross-functional Team..., CRM, Analysis, Start-ups, Product Marketing, Segmentation, Tableau Public, Hootsuite, KPI implementation, E-commerce, Forecasting
Education
University of South Carolina The Moore School of Business 1998 — 2003
Business Administration, Finance, International Business, Management Science
University of South Carolina-Columbia 1998 — 2003
Bachelor's degree, Finance, International Business, Management Science
Eyasu Felleke's Union Bank Experience June 2013 - June 2014
Job Womply
Industry Internet
Experience
Womply June 2014 - Present
Joshua's Roasting Company 2009 - Present
Union Bank June 2013 - June 2014
The Holiday Inn Fresno Airport July 2012 - June 2013
B&D Quality Cleaners June 2002 - 2012
USC Library Security September 2006 - February 2009
Archer Norris February 2007 - April 2007
Union Bank of California May 2006 - August 2006
County of Kings - California (Clerk's Office) June 2003 - September 2003
Skills
Research, Public Speaking, Microsoft Office, Payroll, Nonprofits, Fundraising, Entertainment, Blogging, Team Building, Facebook, Social Media, Customer Service, Event Management, Event Planning, Financial Analysis, Leadership, Legal Assistance, Legal Writing, Managerial Skills, Political Science, Strategic Planning, Staff Management, Social Networking, Analysis, Data Analysis, Recruiting, Team Leadership, Entrepreneurship, Management
Education
University of Southern California 2005 — 2009
B.A., Political Science, History, Minor in Music Industry
Kings Christian High School 2001 — 2005
Womply June 2014 - Present
Joshua's Roasting Company 2009 - Present
Union Bank June 2013 - June 2014
The Holiday Inn Fresno Airport July 2012 - June 2013
B&D Quality Cleaners June 2002 - 2012
USC Library Security September 2006 - February 2009
Archer Norris February 2007 - April 2007
Union Bank of California May 2006 - August 2006
County of Kings - California (Clerk's Office) June 2003 - September 2003
Skills
Research, Public Speaking, Microsoft Office, Payroll, Nonprofits, Fundraising, Entertainment, Blogging, Team Building, Facebook, Social Media, Customer Service, Event Management, Event Planning, Financial Analysis, Leadership, Legal Assistance, Legal Writing, Managerial Skills, Political Science, Strategic Planning, Staff Management, Social Networking, Analysis, Data Analysis, Recruiting, Team Leadership, Entrepreneurship, Management
Education
University of Southern California 2005 — 2009
B.A., Political Science, History, Minor in Music Industry
Kings Christian High School 2001 — 2005
Stacey C. Fleece, CFA Stacey C. Fleece, CFA's Union Bank Experience February 2012 - February 2013
Job Branch Manager, San Francisco and Marin at Everbank NMLS 582912
Industry Financial Services
Experience
Everbank February 2013 - Present
Financial Wardrobe June 2005 - Present
Union Bank February 2012 - February 2013
MetLife Home Loans October 2010 - January 2012
Bank of America June 2008 - October 2010
Princeton Capital 2006 - 2008
Skills
Credit, FHA, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Banking, USDA, Sales, Management, Reverse Mortgages, FHA financing, Refinance, Underwriting, Government Loans, Mortgage Underwriting, Construction Loans, VA loans, Credit Analysis, Professional..., Recruiting, Real Estate Financing, Loss Mitigation, Loan Servicing, Mortgage Servicing
Education
University of San Francisco 1992 — 1994
MA
University of Southern California 1985 — 1989
BS, Business
Everbank February 2013 - Present
Financial Wardrobe June 2005 - Present
Union Bank February 2012 - February 2013
MetLife Home Loans October 2010 - January 2012
Bank of America June 2008 - October 2010
Princeton Capital 2006 - 2008
Skills
Credit, FHA, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Banking, USDA, Sales, Management, Reverse Mortgages, FHA financing, Refinance, Underwriting, Government Loans, Mortgage Underwriting, Construction Loans, VA loans, Credit Analysis, Professional..., Recruiting, Real Estate Financing, Loss Mitigation, Loan Servicing, Mortgage Servicing
Education
University of San Francisco 1992 — 1994
MA
University of Southern California 1985 — 1989
BS, Business
Tammy Kumke Tammy Kumke's Union Bank Experience January 1993 - April 1994
Job Supervisor at Barona Resort & Casino
Industry Gambling & Casinos
Experience
BARONA RESORT & CASINO January 2006 - Present
Barona Resort & Casino June 2004 - December 2005
WestAM September 2000 - September 2003
Nicholas Applegate January 1997 - June 2000
Nicholas Applegate January 1995 - January 1997
Nicholas Applegate April 1994 - January 1995
UNION BANK January 1993 - April 1994
UNION BANK January 1990 - January 1993
UNION BANK January 1989 - January 1990
SANTEL CREDIT UNION January 1987 - January 1989
Education
University of Phoenix 2001 — 2004
Bachelors, Marketing & Business Administration (BMkt & BBA)
BARONA RESORT & CASINO January 2006 - Present
Barona Resort & Casino June 2004 - December 2005
WestAM September 2000 - September 2003
Nicholas Applegate January 1997 - June 2000
Nicholas Applegate January 1995 - January 1997
Nicholas Applegate April 1994 - January 1995
UNION BANK January 1993 - April 1994
UNION BANK January 1990 - January 1993
UNION BANK January 1989 - January 1990
SANTEL CREDIT UNION January 1987 - January 1989
Education
University of Phoenix 2001 — 2004
Bachelors, Marketing & Business Administration (BMkt & BBA)
Mary Jane Abad's Union Bank Experience June 2010 - Present
Job Analyst at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
Charles Schwab & Company August 2007 - February 2009
CHARLES SCHWAB & CO., INC August 2007 - February 2009
ProNet Fremont 2009 - 2009
Home & Garden Realty August 2002 - August 2007
Atlantic Bancorp of CA August 2002 - August 2007
Robertson Stephens and Co January 1999 - January 2002
B of A Investment Services Inc January 1997 - January 1999
Emmett A. Larkin Co., Inc January 1987 - January 1997
Education
University of Santo Tomas 1972 — 1976
BS, Business Administration
Union Bank June 2010 - Present
Charles Schwab & Company August 2007 - February 2009
CHARLES SCHWAB & CO., INC August 2007 - February 2009
ProNet Fremont 2009 - 2009
Home & Garden Realty August 2002 - August 2007
Atlantic Bancorp of CA August 2002 - August 2007
Robertson Stephens and Co January 1999 - January 2002
B of A Investment Services Inc January 1997 - January 1999
Emmett A. Larkin Co., Inc January 1987 - January 1997
Education
University of Santo Tomas 1972 — 1976
BS, Business Administration
Michael De La Rocha Michael De La Rocha's Union Bank Experience July 2014 - October 2014
Job Governance Consultant at Gardner Resources Consulting, LLC (via MDLR360 Consulting)
Industry Information Technology and Services
Experience
Gardner Resources Consulting, LLC (via MDLR360 Consulting) October 2014 - Present
Union Bank July 2014 - October 2014
Bank of America June 2010 - June 2014
Green Dot Corporation April 2010 - June 2010
Union Bank July 2009 - April 2010
Bank of America September 2008 - February 2009
Countrywide Bank September 2006 - September 2008
Washington Mutual Bank October 2003 - August 2006
The Right Start and FAO 1999 - 2002
Home Savings of America 1976 - 1989
Skills
Mergers, Process Improvement, Process Engineering, SDLC, Service Level Management, Vendor Management, Business Process..., IT Strategy, Mergers & Acquisitions, PMO, ITIL, MS Project, Visio, Program Management, Enterprise Architecture, IT Service Management, Risk Management, Enterprise Software, Governance, Project Management, Business Analysis, Change Management, Management, PMP, Software Documentation, Business Process, Resource Management, SharePoint, Project Portfolio..., Quality Assurance, Six Sigma, Strategy, Information Technology, IT Management, Systems Analysis, Integration, Infrastructure, Telecommunications, Disaster Recovery, IT Operations, Outsourcing, Data Center, Business Intelligence, Service Delivery, Business Continuity, COBIT, Requirements Analysis, Project Delivery, System Deployment, Business Requirements
Education
University of Phoenix 1998 — 2003
BSBM, Business
Gardner Resources Consulting, LLC (via MDLR360 Consulting) October 2014 - Present
Union Bank July 2014 - October 2014
Bank of America June 2010 - June 2014
Green Dot Corporation April 2010 - June 2010
Union Bank July 2009 - April 2010
Bank of America September 2008 - February 2009
Countrywide Bank September 2006 - September 2008
Washington Mutual Bank October 2003 - August 2006
The Right Start and FAO 1999 - 2002
Home Savings of America 1976 - 1989
Skills
Mergers, Process Improvement, Process Engineering, SDLC, Service Level Management, Vendor Management, Business Process..., IT Strategy, Mergers & Acquisitions, PMO, ITIL, MS Project, Visio, Program Management, Enterprise Architecture, IT Service Management, Risk Management, Enterprise Software, Governance, Project Management, Business Analysis, Change Management, Management, PMP, Software Documentation, Business Process, Resource Management, SharePoint, Project Portfolio..., Quality Assurance, Six Sigma, Strategy, Information Technology, IT Management, Systems Analysis, Integration, Infrastructure, Telecommunications, Disaster Recovery, IT Operations, Outsourcing, Data Center, Business Intelligence, Service Delivery, Business Continuity, COBIT, Requirements Analysis, Project Delivery, System Deployment, Business Requirements
Education
University of Phoenix 1998 — 2003
BSBM, Business
Matt Stoerr Matt Stoerr's Union Bank Experience August 2015 - Present
Job Associate Processor at Union Bank
Industry Banking
Experience
Union Bank August 2015 - Present
Union Bank July 2014 - Present
Union Bank June 2012 - July 2014
Union Bank October 2011 - June 2012
Union Bank October 2010 - October 2011
M&T Bank September 2008 - June 2010
Skills
Deposits, Commercial Banking, Retail Banking, Banking, Cross Selling, Branch Banking, Branch Management, Bank Secrecy Act, Core Banking, Credit Cards, Customer Service, Financial Services, Internet Banking, KYC, Risk Management, Microsoft Office
Education
University of Phoenix 2010 — 2012
Bachelors, Business, Marketing
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
Union Bank August 2015 - Present
Union Bank July 2014 - Present
Union Bank June 2012 - July 2014
Union Bank October 2011 - June 2012
Union Bank October 2010 - October 2011
M&T Bank September 2008 - June 2010
Skills
Deposits, Commercial Banking, Retail Banking, Banking, Cross Selling, Branch Banking, Branch Management, Bank Secrecy Act, Core Banking, Credit Cards, Customer Service, Financial Services, Internet Banking, KYC, Risk Management, Microsoft Office
Education
University of Phoenix 2010 — 2012
Bachelors, Business, Marketing
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kristina Lastrilla Kristina Lastrilla's Union Bank Experience July 2007 - February 2010
Job Dance Instructor/ Secretary of Unity Dance Ensemble
Industry Entertainment
Experience
A Step Above Dance Studio July 2009 - Present
Unity Dance Ensemble December 1999 - Present
North Coast Church September 2012 - December 2012
Hammond Studio of Dance February 2009 - August 2011
Union Bank July 2007 - February 2010
Union Bank April 2003 - July 2007
Skills
Microsoft Word,..., Organizational skills, Detail oriented,..., Multitasker and team..., Interfaces well with..., Flexible with change, Teaching, Administration, Customer Service, Sales, Event Planning, Management, Public Speaking, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Data Entry
Education
University of Phoenix 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
El Camino High School 1997 — 2001
A Step Above Dance Studio July 2009 - Present
Unity Dance Ensemble December 1999 - Present
North Coast Church September 2012 - December 2012
Hammond Studio of Dance February 2009 - August 2011
Union Bank July 2007 - February 2010
Union Bank April 2003 - July 2007
Skills
Microsoft Word,..., Organizational skills, Detail oriented,..., Multitasker and team..., Interfaces well with..., Flexible with change, Teaching, Administration, Customer Service, Sales, Event Planning, Management, Public Speaking, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Data Entry
Education
University of Phoenix 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
El Camino High School 1997 — 2001
Farrokh Farokhi Farrokh Farokhi's Union Bank Experience July 2013 - Present
Job Sr. Relationship Bank Officer
Industry Banking
Experience
Union Bank July 2013 - Present
Chase Investments, J.P Morgan Securities LLC August 2008 - July 2013
Skills
Banking, Credit, Loans, Consumer Lending, Small Business Lending, Investments, Series 63, Retirement Planning, Financial Analysis, Relationship Management, Commercial Lending
Education
University of Phoenix
Union Bank July 2013 - Present
Chase Investments, J.P Morgan Securities LLC August 2008 - July 2013
Skills
Banking, Credit, Loans, Consumer Lending, Small Business Lending, Investments, Series 63, Retirement Planning, Financial Analysis, Relationship Management, Commercial Lending
Education
University of Phoenix
Tracy Kaufman Weibel Tracy Kaufman Weibel's Union Bank Experience January 2003 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
Victor Orozco's Union Bank Experience April 2014 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank January 2012 - March 2014
Union Bank January 2009 - December 2012
CITIBANK April 2006 - January 2009
Skills
Loans, Commercial Banking, Credit, Financial Analysis, Risk Management, Small Business Lending, Retail Banking, Customer Relations, Banking, Mortgage, Treasury Management, Cross Selling, New Business Development, Series 6, Series 63, Securities, Customer Service, Insurance
Education
University of Phoenix 2008 — 2011
Bachelors of Science, Business Administration
Union Bank April 2014 - Present
Union Bank January 2012 - March 2014
Union Bank January 2009 - December 2012
CITIBANK April 2006 - January 2009
Skills
Loans, Commercial Banking, Credit, Financial Analysis, Risk Management, Small Business Lending, Retail Banking, Customer Relations, Banking, Mortgage, Treasury Management, Cross Selling, New Business Development, Series 6, Series 63, Securities, Customer Service, Insurance
Education
University of Phoenix 2008 — 2011
Bachelors of Science, Business Administration
deven lightner deven lightner's Union Bank Experience 2010 - Present
Job Director, Financial Analysis Manager, Union Bank
Industry Banking
Experience
Union Bank 2010 - Present
Bank of America 2008 - 2010
GMAC ResCap January 2006 - March 2008
Education
University of San Diego 2001 — 2004
Union Bank 2010 - Present
Bank of America 2008 - 2010
GMAC ResCap January 2006 - March 2008
Education
University of San Diego 2001 — 2004
Ryan Huntsman's Union Bank Experience September 2011 - June 2014
Job Vice President National Commercial Sales at Chicago Title
Industry Financial Services
Experience
Chicago Title Insurance Company January 2015 - Present
Transamerican Escrow June 2014 - January 2015
Union Bank September 2011 - June 2014
Michel Financial Group May 2010 - September 2011
Green Machine/National Cash Inc May 2009 - September 2011
CORA Commercial June 2009 - February 2011
UBS November 2008 - May 2009
LandAmerica December 2002 - November 2008
Skills
Series 7, Insurance, Investments, Retirement Planning, Long Term Care, Financial Planning, Securities, Annuities, Asset Management, Risk Management, Planning, Financial Analysis, 401k, Bonds, Wealth Management, Estate Planning, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Investment Advisory, IRA's, Strategic Financial..., Mergers & Acquisitions, Life Insurance, Real Estate, Finance, Fixed Income, Small Business, Disability Insurance, Fixed Annuities, Mortgage Lending, Series 63
Education
University of San Diego 1998 — 2002
BA, Business, Communications
Our Lady Queen of Angels 1991 — 1994
Corona Del Mar High
Chicago Title Insurance Company January 2015 - Present
Transamerican Escrow June 2014 - January 2015
Union Bank September 2011 - June 2014
Michel Financial Group May 2010 - September 2011
Green Machine/National Cash Inc May 2009 - September 2011
CORA Commercial June 2009 - February 2011
UBS November 2008 - May 2009
LandAmerica December 2002 - November 2008
Skills
Series 7, Insurance, Investments, Retirement Planning, Long Term Care, Financial Planning, Securities, Annuities, Asset Management, Risk Management, Planning, Financial Analysis, 401k, Bonds, Wealth Management, Estate Planning, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Investment Advisory, IRA's, Strategic Financial..., Mergers & Acquisitions, Life Insurance, Real Estate, Finance, Fixed Income, Small Business, Disability Insurance, Fixed Annuities, Mortgage Lending, Series 63
Education
University of San Diego 1998 — 2002
BA, Business, Communications
Our Lady Queen of Angels 1991 — 1994
Corona Del Mar High
Shontell Smith Shontell Smith's Union Bank Experience November 2004 - July 2007
Job Campus Operations Specialist at Apollo Education Group
Industry Higher Education
Experience
Apollo Education Group April 2009 - Present
Union Bank November 2004 - July 2007
Wells Fargo July 2002 - May 2004
Skills
Career Counseling, Staff Development, Resume Writing, Leadership Development, Leadership, Program Management, Training, Public Speaking, Workshop Facilitation, Career Development, Office Administration, Hospitality Industry, Event Planning, Higher Education, Adult Education, Customer Service, Competency Management, PowerPoint, Strategic Planning, Process Improvement, Student Affairs, Policy, E-Learning, Recruiting, Compliance, Microsoft Word, Microsoft Excel, Quality Management, Research
Education
University of Phoenix 2011 — 2015
Bachelor's Degree, Health/Health Care Administration/Management
University of Phoenix
Apollo Education Group April 2009 - Present
Union Bank November 2004 - July 2007
Wells Fargo July 2002 - May 2004
Skills
Career Counseling, Staff Development, Resume Writing, Leadership Development, Leadership, Program Management, Training, Public Speaking, Workshop Facilitation, Career Development, Office Administration, Hospitality Industry, Event Planning, Higher Education, Adult Education, Customer Service, Competency Management, PowerPoint, Strategic Planning, Process Improvement, Student Affairs, Policy, E-Learning, Recruiting, Compliance, Microsoft Word, Microsoft Excel, Quality Management, Research
Education
University of Phoenix 2011 — 2015
Bachelor's Degree, Health/Health Care Administration/Management
University of Phoenix
Barbara Weaver Barbara Weaver's Union Bank Experience September 2012 - July 2015
Job President, Needle & Stack Recruiting, LLC
Industry Human Resources
Experience
Needle & Stack Recruiting, LLC August 2015 - Present
Union Bank September 2012 - July 2015
Pacific Gas and Electric Company June 2011 - September 2012
Stella & Dot December 2010 - March 2011
Wells Fargo 2003 - November 2010
J.P. Morgan 2000 - 2003
Skills
Employee Engagement, Sourcing, Vendor Management, Training, Recruiting, College Recruiting, Diversity Sourcing, Talent Management, Affirmative Action, Employee Relations, Diversity, Temporary Placement, Interviews, Management, Human Resources, Applicant Tracking..., Talent Acquisition, Personnel Management, Budgets, New Hire Orientations, Nonprofits, Executive Search
Education
University of San Francisco
Bachelor of Science (BS)
Needle & Stack Recruiting, LLC August 2015 - Present
Union Bank September 2012 - July 2015
Pacific Gas and Electric Company June 2011 - September 2012
Stella & Dot December 2010 - March 2011
Wells Fargo 2003 - November 2010
J.P. Morgan 2000 - 2003
Skills
Employee Engagement, Sourcing, Vendor Management, Training, Recruiting, College Recruiting, Diversity Sourcing, Talent Management, Affirmative Action, Employee Relations, Diversity, Temporary Placement, Interviews, Management, Human Resources, Applicant Tracking..., Talent Acquisition, Personnel Management, Budgets, New Hire Orientations, Nonprofits, Executive Search
Education
University of San Francisco
Bachelor of Science (BS)
Marissa Wiseman Marissa Wiseman's Union Bank Experience August 2012 - February 2015
Job Manager of Products and Data Analytics at Crowdnetic
Industry Investment Banking
Experience
Crowdnetic April 2015 - August 2015
MUFG Union Bank February 2015 - March 2015
Union Bank August 2012 - February 2015
Union Bank August 2013 - February 2014
Atelier Tutors January 2009 - August 2012
Team Tutors August 2008 - August 2012
Self Employed August 2008 - August 2012
Skills
Econometrics, Financial Analysis, Statistics, Statistical Modeling, computer modeling, data management, Business Intelligence..., Business Analysis, Mathematical Modeling, Mathematical Analysis
Education
University of Southern California 2011 — 2012
MS, Mathematical Finance
University of Southern California 2007 — 2010
Bachelor of Science (BS), Economics Mathematics, 3.7
Vanderbilt University 2007 — 2008
Crowdnetic April 2015 - August 2015
MUFG Union Bank February 2015 - March 2015
Union Bank August 2012 - February 2015
Union Bank August 2013 - February 2014
Atelier Tutors January 2009 - August 2012
Team Tutors August 2008 - August 2012
Self Employed August 2008 - August 2012
Skills
Econometrics, Financial Analysis, Statistics, Statistical Modeling, computer modeling, data management, Business Intelligence..., Business Analysis, Mathematical Modeling, Mathematical Analysis
Education
University of Southern California 2011 — 2012
MS, Mathematical Finance
University of Southern California 2007 — 2010
Bachelor of Science (BS), Economics Mathematics, 3.7
Vanderbilt University 2007 — 2008
Clarissa Parkinson Clarissa Parkinson's Union Bank Experience November 2010 - Present
Job Corporate Tax at MUFG Union Bank
Industry Financial Services
Experience
Union Bank November 2010 - Present
Grant Thornton January 2008 - October 2010
Morrison & Foerster LLP May 2007 - August 2007
University of San Francisco, Campus Activities Board August 2005 - May 2006
Education
University of San Francisco 2004 — 2008
Finance & Accounting
Union Bank November 2010 - Present
Grant Thornton January 2008 - October 2010
Morrison & Foerster LLP May 2007 - August 2007
University of San Francisco, Campus Activities Board August 2005 - May 2006
Education
University of San Francisco 2004 — 2008
Finance & Accounting
Jose (Benny) Teran Jose (Benny) Teran's Union Bank Experience September 2006 - May 2010
Job Business Development Manager at Comcast
Industry Telecommunications
Experience
Comcast Business December 2014 - Present
Comcast September 2010 - December 2014
Union Bank September 2006 - May 2010
Skills
Telecommunications, MPLS, Direct Sales, Customer Satisfaction, Sales Operations, Account Management, Sales, Managed Services, Team Building, Sales Management, Team Leadership, Selling, Cold Calling, B2B, Networking, Sales Process, Strategic Planning, Leadership, Marketing, New Business Development, Product Marketing, Marketing Strategy, Business Strategy, Sales Presentations, Business Development, Management, Online Marketing, Advertising, Salesforce.com, Forecasting, Social Networking, Market Planning, Training, Marketing Management, Outside Sales, Email Marketing, Strategic Partnerships, Digital Marketing, Key Account Management, Solution Selling, Advertising Sales, Business Planning, Time Management, Teamwork, Public Relations, Event Planning, Market Analysis, Direct Marketing, Product Management, Social Media
Education
University of Phoenix 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Chabot College 2004 — 2006
Associate of Arts (A.A.), Real Estate
Chabot College 2004 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Comcast Business December 2014 - Present
Comcast September 2010 - December 2014
Union Bank September 2006 - May 2010
Skills
Telecommunications, MPLS, Direct Sales, Customer Satisfaction, Sales Operations, Account Management, Sales, Managed Services, Team Building, Sales Management, Team Leadership, Selling, Cold Calling, B2B, Networking, Sales Process, Strategic Planning, Leadership, Marketing, New Business Development, Product Marketing, Marketing Strategy, Business Strategy, Sales Presentations, Business Development, Management, Online Marketing, Advertising, Salesforce.com, Forecasting, Social Networking, Market Planning, Training, Marketing Management, Outside Sales, Email Marketing, Strategic Partnerships, Digital Marketing, Key Account Management, Solution Selling, Advertising Sales, Business Planning, Time Management, Teamwork, Public Relations, Event Planning, Market Analysis, Direct Marketing, Product Management, Social Media
Education
University of Phoenix 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Chabot College 2004 — 2006
Associate of Arts (A.A.), Real Estate
Chabot College 2004 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Brian Freeman Brian Freeman's Union Bank Experience April 2010 - July 2011
Job Founder, Chief Executive Officer at Wyldfire
Industry Computer Software
Experience
Wyldfire July 2013 - Present
MOGL May 2013 - February 2014
MOGL April 2012 - May 2013
Start-Up Consultants 2011 - April 2013
Butchers Brewing November 2011 - April 2012
GetMe, Inc May 2011 - March 2012
MobilePayUSA February 2011 - December 2011
Union Bank April 2010 - July 2011
Wells Fargo Bank September 2009 - April 2010
Skills
Start-ups, Social Media Marketing, Online Marketing, Business Development, Strategic Partnerships, Marketing, Sales, Entrepreneurship, Management, Public Relations, Sales Management, Product Marketing, Strategic Planning, Social Media, Presentation Development, Brand Development, Business Planning, Sales Operations, Business Formation, Corporate Finance, Graphic Design, Web Application Design, Mobile Product..., Contract Negotiation, Salesforce Training, Investment Banking, Microsoft Excel, Art Direction
Education
University of San Diego 2004 — 2008
Bachelors, Business Administration
Wyldfire July 2013 - Present
MOGL May 2013 - February 2014
MOGL April 2012 - May 2013
Start-Up Consultants 2011 - April 2013
Butchers Brewing November 2011 - April 2012
GetMe, Inc May 2011 - March 2012
MobilePayUSA February 2011 - December 2011
Union Bank April 2010 - July 2011
Wells Fargo Bank September 2009 - April 2010
Skills
Start-ups, Social Media Marketing, Online Marketing, Business Development, Strategic Partnerships, Marketing, Sales, Entrepreneurship, Management, Public Relations, Sales Management, Product Marketing, Strategic Planning, Social Media, Presentation Development, Brand Development, Business Planning, Sales Operations, Business Formation, Corporate Finance, Graphic Design, Web Application Design, Mobile Product..., Contract Negotiation, Salesforce Training, Investment Banking, Microsoft Excel, Art Direction
Education
University of San Diego 2004 — 2008
Bachelors, Business Administration
Scarlet Thanh Lo Scarlet Thanh Lo's Union Bank Experience June 2015 - Present
Job Vice President Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Union Bank June 2014 - Present
HSBC September 2010 - June 2014
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2003 - 2007
Skills
Loans, Mortgage Lending, Wealth Management, Commercial Finance, Retail, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Lines Of Credit, Credit, Underwriting, Banking, Credit Risk, Cash Management, Treasury Management, Portfolio Management, Relationship Management, Loan Origination, Retail Banking, Merchant Services, Commercial Mortgages, Cross Selling, Private Banking, Finance, Financial Structuring, Refinance
Education
University of San Francisco 2015 — 2018
Admitted Spring 2015, Psychology
Union Bank June 2015 - Present
Union Bank June 2014 - Present
HSBC September 2010 - June 2014
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2003 - 2007
Skills
Loans, Mortgage Lending, Wealth Management, Commercial Finance, Retail, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Lines Of Credit, Credit, Underwriting, Banking, Credit Risk, Cash Management, Treasury Management, Portfolio Management, Relationship Management, Loan Origination, Retail Banking, Merchant Services, Commercial Mortgages, Cross Selling, Private Banking, Finance, Financial Structuring, Refinance
Education
University of San Francisco 2015 — 2018
Admitted Spring 2015, Psychology
Denise Porter's Union Bank Experience April 2013 - September 2013
Job Accountant at Werner Publishing Corpration
Industry Accounting
Experience
Werner Publishing Corpration March 2014 - Present
Union Bank April 2013 - September 2013
Pacific World Corporation November 2012 - February 2013
KIZURE IRON WORKS April 2012 - September 2012
Wynter Accounting Service January 2011 - September 2011
SPECTRUM LABORATORY PRODUCTS, INC June 2005 - September 2007
WOLF CAMERA/ FOX PHOTO December 1990 - September 2000
Skills
Accountant, Accounts Payable, Jr Accountant, COMPUTER SKILLS, Bookkeeping, Accounting Clerk, Account Reconciliation, Invoicing, Accounts Receivable, Payroll, General Ledger, QuickBooks, Bank Reconciliation, Journal Entries
Education
University of Phoenix 2009 — 2011
BSB/ Accounting, Accounting and Business/Management
University of Phoenix 2009 — 2011
Bachelor's Degree, Business and Accounting
University of Phoenix 2005 — 2011
BSB/ACC, Business and Accounting
Werner Publishing Corpration March 2014 - Present
Union Bank April 2013 - September 2013
Pacific World Corporation November 2012 - February 2013
KIZURE IRON WORKS April 2012 - September 2012
Wynter Accounting Service January 2011 - September 2011
SPECTRUM LABORATORY PRODUCTS, INC June 2005 - September 2007
WOLF CAMERA/ FOX PHOTO December 1990 - September 2000
Skills
Accountant, Accounts Payable, Jr Accountant, COMPUTER SKILLS, Bookkeeping, Accounting Clerk, Account Reconciliation, Invoicing, Accounts Receivable, Payroll, General Ledger, QuickBooks, Bank Reconciliation, Journal Entries
Education
University of Phoenix 2009 — 2011
BSB/ Accounting, Accounting and Business/Management
University of Phoenix 2009 — 2011
Bachelor's Degree, Business and Accounting
University of Phoenix 2005 — 2011
BSB/ACC, Business and Accounting
Riena Jovero Riena Jovero's Union Bank Experience June 2010 - Present
Job Licensed Practical Nurse @ St. Francis Heights Nursing & Rehab
Industry Hospital & Health Care
Experience
Windsor Post Acute Care Center of Hayward July 2015 - Present
Generations Healthcare June 2015 - Present
Fremont Family Dental Ctr January 2015 - Present
Southmain Rejuvenation Institute, a Medical Group June 2013 - Present
Union Bank June 2010 - Present
People's United Bank October 2008 - April 2010
Skills
Retail Banking, Credit, Banking, Cross Selling, Cash Management, Customer Service, Credit Cards
Education
NCP College of Nursing 2013 — 2014
Licensed Practical Nurse, Health Services/Allied Health/Health Sciences, General
University of Santo Tomas 2001 — 2001
Law
Colegio de San Juan de Letran 1997 — 2001
Bachelors of Arts Major in Economics
Divine Word Academy of Dagupan 1993 — 1997
High School
Windsor Post Acute Care Center of Hayward July 2015 - Present
Generations Healthcare June 2015 - Present
Fremont Family Dental Ctr January 2015 - Present
Southmain Rejuvenation Institute, a Medical Group June 2013 - Present
Union Bank June 2010 - Present
People's United Bank October 2008 - April 2010
Skills
Retail Banking, Credit, Banking, Cross Selling, Cash Management, Customer Service, Credit Cards
Education
NCP College of Nursing 2013 — 2014
Licensed Practical Nurse, Health Services/Allied Health/Health Sciences, General
University of Santo Tomas 2001 — 2001
Law
Colegio de San Juan de Letran 1997 — 2001
Bachelors of Arts Major in Economics
Divine Word Academy of Dagupan 1993 — 1997
High School
Cheryl Aspiras Cheryl Aspiras's Union Bank Experience April 1998 - March 2000
Job Assistant Store Manager at Safeway
Industry Food & Beverages
Experience
Safeway May 2011 - Present
Union Bank April 1998 - March 2000
Education
University of Phoenix
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Safeway May 2011 - Present
Union Bank April 1998 - March 2000
Education
University of Phoenix
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Steven Olvera, JMGEM Steven Olvera, JMGEM's Union Bank Experience May 2011 - August 2011
Job Business Development Manager at Techcode US Accelerator Inc.
Industry Venture Capital & Private Equity
Experience
Techcode US Accelerator Inc. October 2015 - Present
Agora Intelligence, Inc. (Ai) May 2015 - August 2015
Agora Intelligence January 2015 - May 2015
Pacific Premier Bank July 2014 - March 2015
Bay Alarm Company December 2013 - June 2014
Startup Weekend April 2014 - April 2014
University of San Francisco September 2012 - August 2013
Whittier College August 2009 - May 2012
Union Bank May 2011 - August 2011
Whittier College January 2010 - January 2011
Skills
Start-ups, Sales, Leadership Development, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Research, Customer Service, Event Planning, Public Relations, Fundraising, Event Management, Higher Education, Teaching, Leadership, Community Outreach, Student Development, Student Affairs, Program Management, Management, Marketing, Entrepreneurship, Supply Chain Management, Logistics, entr, Innovation
Education
University of San Francisco - Masagung Graduate School of Management 2012 — 2013
Joint Master of Global Management and Entrepreneurship, Entrepreneurship/Entrepreneurial Studies, Graduate
Whittier College 2008 — 2011
Business Administration, International Business, Management, Entrepreneurship
Servite High School 2004 — 2008
Techcode US Accelerator Inc. October 2015 - Present
Agora Intelligence, Inc. (Ai) May 2015 - August 2015
Agora Intelligence January 2015 - May 2015
Pacific Premier Bank July 2014 - March 2015
Bay Alarm Company December 2013 - June 2014
Startup Weekend April 2014 - April 2014
University of San Francisco September 2012 - August 2013
Whittier College August 2009 - May 2012
Union Bank May 2011 - August 2011
Whittier College January 2010 - January 2011
Skills
Start-ups, Sales, Leadership Development, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Research, Customer Service, Event Planning, Public Relations, Fundraising, Event Management, Higher Education, Teaching, Leadership, Community Outreach, Student Development, Student Affairs, Program Management, Management, Marketing, Entrepreneurship, Supply Chain Management, Logistics, entr, Innovation
Education
University of San Francisco - Masagung Graduate School of Management 2012 — 2013
Joint Master of Global Management and Entrepreneurship, Entrepreneurship/Entrepreneurial Studies, Graduate
Whittier College 2008 — 2011
Business Administration, International Business, Management, Entrepreneurship
Servite High School 2004 — 2008
Jeffrey Wagstaffe Jeffrey Wagstaffe's Union Bank Experience May 2013 - August 2013
Job Commercial Real Estate Underwriting Analyst at Redwood Trust, Inc.
Industry Commercial Real Estate
Experience
Redwood Trust, Inc. March 2015 - Present
University of San Francisco August 2013 - December 2014
United American Bank June 2014 - August 2014
University of San Francisco February 2014 - May 2014
Union Bank May 2013 - August 2013
Lucile Packard Children's Hospital July 2012 - September 2012
ZICO Beverages, LLC February 2012 - August 2012
University of San Francisco January 2011 - May 2011
Skills
Marketing Research, Brand Management, PowerPoint, Marketing, Microsoft Excel, Data Analysis, Benchmarking, Regression Analysis, Pro Forma Development, Dashboard Metrics, Strategic Planning, Market Research, Leadership, Financial Analysis, Statistics, Spanish
Education
University of San Francisco 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
Redwood Trust, Inc. March 2015 - Present
University of San Francisco August 2013 - December 2014
United American Bank June 2014 - August 2014
University of San Francisco February 2014 - May 2014
Union Bank May 2013 - August 2013
Lucile Packard Children's Hospital July 2012 - September 2012
ZICO Beverages, LLC February 2012 - August 2012
University of San Francisco January 2011 - May 2011
Skills
Marketing Research, Brand Management, PowerPoint, Marketing, Microsoft Excel, Data Analysis, Benchmarking, Regression Analysis, Pro Forma Development, Dashboard Metrics, Strategic Planning, Market Research, Leadership, Financial Analysis, Statistics, Spanish
Education
University of San Francisco 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
Ali Mahmoudi, MBA's Union Bank Experience May 2010 - September 2011
Job Regional Manager, Sales & Business Development SMB at Oracle
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
LinkedIn January 2015 - September 2015
Citi September 2011 - December 2014
Union Bank May 2010 - September 2011
Valley Community Bank November 2007 - May 2010
Fidelity Capital Funding January 2003 - October 2007
MetLife January 1998 - January 2003
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking, Sales, Management, SaaS, Technology Management, CRM, Strategic Partnerships, Sales Management, Team Management, Team Leadership, Salesforce Training, Product Management
Education
University of Phoenix School of Business 2008 — 2010
MBA-GM, Global Management
University of Phoenix 2003 — 2005
BSBM, Business Management
Union Bank Credit Management Training Program Professional
Commercial Credit
VCB Business Banking Training
Business/Commercial Banking
Oracle September 2015 - Present
LinkedIn January 2015 - September 2015
Citi September 2011 - December 2014
Union Bank May 2010 - September 2011
Valley Community Bank November 2007 - May 2010
Fidelity Capital Funding January 2003 - October 2007
MetLife January 1998 - January 2003
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking, Sales, Management, SaaS, Technology Management, CRM, Strategic Partnerships, Sales Management, Team Management, Team Leadership, Salesforce Training, Product Management
Education
University of Phoenix School of Business 2008 — 2010
MBA-GM, Global Management
University of Phoenix 2003 — 2005
BSBM, Business Management
Union Bank Credit Management Training Program Professional
Commercial Credit
VCB Business Banking Training
Business/Commercial Banking
Emily Franklin Emily Franklin's Union Bank Experience December 2009 - May 2012
Job College Recruiter at Google
Industry Staffing and Recruiting
Experience
Google September 2013 - Present
UnionBanc Investment Services May 2012 - September 2013
Union Bank December 2009 - May 2012
Citi May 2006 - December 2009
Skills
Sales, Recruiting, Time Management, Relationship Management, Banking, Leadership, Interview Preparation, Customer Satisfaction, Customer Retention, SQL, Finance, Investments, Loan Origination, Insurance, Credit, Financial Analysis, Financial Reporting, Financial Management..., Customer Service, Daily Operations..., Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Daily Reports, Sales Presentations, Account Management, Teamwork, Organization, Consumer Lending, Small Business Lending, Commercial Lending, Cold Calling, Building Relationships, College Recruiting, Human Resources
Education
University of San Diego 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.52 GPA
Google September 2013 - Present
UnionBanc Investment Services May 2012 - September 2013
Union Bank December 2009 - May 2012
Citi May 2006 - December 2009
Skills
Sales, Recruiting, Time Management, Relationship Management, Banking, Leadership, Interview Preparation, Customer Satisfaction, Customer Retention, SQL, Finance, Investments, Loan Origination, Insurance, Credit, Financial Analysis, Financial Reporting, Financial Management..., Customer Service, Daily Operations..., Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Daily Reports, Sales Presentations, Account Management, Teamwork, Organization, Consumer Lending, Small Business Lending, Commercial Lending, Cold Calling, Building Relationships, College Recruiting, Human Resources
Education
University of San Diego 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.52 GPA
Lila Quigley Lila Quigley's Union Bank Experience January 1984 - Present
Job Experience includes cash management, business development, account mgmt., primary contact for Private Bank businesses.
Industry Banking
Experience
Union Bank January 1984 - Present
Skills
Microsoft Excel, Key Account Management, Leadership, Microsoft Office, Negotiation, New Business Development, Non-profits, Business Objects, Problem Solving, Strategic Planning, Pricing, Restructuring, Web Applications
Education
Champman College
Business
University of San Diego
General Studies
Union Bank January 1984 - Present
Skills
Microsoft Excel, Key Account Management, Leadership, Microsoft Office, Negotiation, New Business Development, Non-profits, Business Objects, Problem Solving, Strategic Planning, Pricing, Restructuring, Web Applications
Education
Champman College
Business
University of San Diego
General Studies
Anthony Olvido's Union Bank Experience November 1988 - January 2005
Job Process Accounting Manager at Credit One Bank
Industry Financial Services
Experience
Credit One Bank April 2015 - Present
RTLawrence Corporation January 2015 - April 2015
RT Lawrence Corporation August 2014 - April 2015
Capital One February 2013 - March 2014
Capital One September 2012 - February 2013
HSBC May 2011 - September 2012
AutoZone December 2010 - May 2011
Unisys January 2005 - January 2009
Union Bank November 1988 - January 2005
Skills
Leadership, Process Improvement, Change Management, Analysis, Management, Performance Management, Software Documentation, Customer Service, Quality Assurance, Customer Satisfaction, Microsoft Office, Microsoft Excel, Data Analysis, Banking, Training, Business Analysis, Visio, Operations Management, MS Project, Project Management, Team Leadership, Business Process, Vendor Management, Budgets, Access, Microsoft Word, Business Process..., Troubleshooting, Human Resources, Call Centers, SharePoint, 10 Key, Outlook, Help Desk Support, PeopleSoft, Program Management, Personal Computer..., Credit Card Transaction..., Credit Card Systems, Team Building
Education
University of Phoenix 2000 — 2005
B.S, Business Administration, Management and Operations
Unisys University
Six Sigma Lean, Green Belt
Credit One Bank April 2015 - Present
RTLawrence Corporation January 2015 - April 2015
RT Lawrence Corporation August 2014 - April 2015
Capital One February 2013 - March 2014
Capital One September 2012 - February 2013
HSBC May 2011 - September 2012
AutoZone December 2010 - May 2011
Unisys January 2005 - January 2009
Union Bank November 1988 - January 2005
Skills
Leadership, Process Improvement, Change Management, Analysis, Management, Performance Management, Software Documentation, Customer Service, Quality Assurance, Customer Satisfaction, Microsoft Office, Microsoft Excel, Data Analysis, Banking, Training, Business Analysis, Visio, Operations Management, MS Project, Project Management, Team Leadership, Business Process, Vendor Management, Budgets, Access, Microsoft Word, Business Process..., Troubleshooting, Human Resources, Call Centers, SharePoint, 10 Key, Outlook, Help Desk Support, PeopleSoft, Program Management, Personal Computer..., Credit Card Transaction..., Credit Card Systems, Team Building
Education
University of Phoenix 2000 — 2005
B.S, Business Administration, Management and Operations
Unisys University
Six Sigma Lean, Green Belt
Laura Tomasello Laura Tomasello's Union Bank Experience September 2012 - January 2014
Job Sales Consultant at University Retirement Community
Industry Hospitality
Experience
University Retirement Community October 2014 - Present
US Cryotherapy September 2014 - October 2014
Union Bank September 2012 - January 2014
United Labor Bank November 2011 - September 2012
First Northern Bank 2009 - 2011
Skills
Senior Living..., Senior Services, Coordinating Events, Loans, Commercial Lending, Investments, Small Business Lending, Sales, Credit, Finance, Commercial Banking, Banking, New Business Development, Lines Of Credit, Management, Credit Analysis, Fundraising
Education
University of Phoenix-Sacramento Valley Campus 2001 — 2003
Bachelor of Science (BS), Business Management, Marketing
Davis Senior High 1989 — 1991
Diploma.
University Retirement Community October 2014 - Present
US Cryotherapy September 2014 - October 2014
Union Bank September 2012 - January 2014
United Labor Bank November 2011 - September 2012
First Northern Bank 2009 - 2011
Skills
Senior Living..., Senior Services, Coordinating Events, Loans, Commercial Lending, Investments, Small Business Lending, Sales, Credit, Finance, Commercial Banking, Banking, New Business Development, Lines Of Credit, Management, Credit Analysis, Fundraising
Education
University of Phoenix-Sacramento Valley Campus 2001 — 2003
Bachelor of Science (BS), Business Management, Marketing
Davis Senior High 1989 — 1991
Diploma.
John Paul Riturban's Union Bank Experience July 2004 - March 2007
Job Account Executive at RealtyMogul.com
Industry Real Estate
Experience
RealtyMogul.com April 2015 - Present
Auction.com December 2014 - Present
Auction.com April 2012 - December 2014
RealtyTrac April 2007 - April 2012
Union Bank July 2004 - March 2007
Skills
Sales, Sales Operations, CRM, Customer Service, Strategy, Team Building, Training, Mortgage Lending, Management, Business Strategy, Selling, Marketing, Real Estate, Lead Generation, Negotiation, Salesforce.com, Business Development, Recruiting, Loans, Sales Management, Account Management, Cold Calling, Leadership, Credit, Equator
Education
University of Phoenix
Associate of Arts in Business Degree, Business
RealtyMogul.com April 2015 - Present
Auction.com December 2014 - Present
Auction.com April 2012 - December 2014
RealtyTrac April 2007 - April 2012
Union Bank July 2004 - March 2007
Skills
Sales, Sales Operations, CRM, Customer Service, Strategy, Team Building, Training, Mortgage Lending, Management, Business Strategy, Selling, Marketing, Real Estate, Lead Generation, Negotiation, Salesforce.com, Business Development, Recruiting, Loans, Sales Management, Account Management, Cold Calling, Leadership, Credit, Equator
Education
University of Phoenix
Associate of Arts in Business Degree, Business
Christian Gloria's Union Bank Experience January 2011 - October 2011
Job Quality Control Specialist at Opus Bank
Industry Banking
Experience
Opus Bank May 2014 - Present
Opus Bank November 2012 - May 2014
Union Bank January 2011 - October 2011
Western Federal Credit Union January 2009 - May 2010
Americas United Bank July 2008 - October 2008
Bank of America January 2006 - June 2008
Skills
Banking, Credit, Loans, Cross Selling, Management, Small Business Lending, Consumer Lending, Commercial Lending, Customer Service, Loan Origination, Sales, Retail Banking, CRM, Business Development, Commercial Banking, Training, Investments, Mortgage Banking, Mortgage Lending, Financial Risk, Credit Analysis, Portfolio Management, Credit Cards, Treasury Management, Risk Management, Customer Retention, Branch Banking, Relationship Management, Cash Management, Deposits, Finance, Customer Satisfaction, Loan Review, Financial Audits, Quality Control
Education
University of Phoenix-Southern California Campus 2012 — 2013
Computer Systems Networking and Telecommunications, 3.5
Opus Bank May 2014 - Present
Opus Bank November 2012 - May 2014
Union Bank January 2011 - October 2011
Western Federal Credit Union January 2009 - May 2010
Americas United Bank July 2008 - October 2008
Bank of America January 2006 - June 2008
Skills
Banking, Credit, Loans, Cross Selling, Management, Small Business Lending, Consumer Lending, Commercial Lending, Customer Service, Loan Origination, Sales, Retail Banking, CRM, Business Development, Commercial Banking, Training, Investments, Mortgage Banking, Mortgage Lending, Financial Risk, Credit Analysis, Portfolio Management, Credit Cards, Treasury Management, Risk Management, Customer Retention, Branch Banking, Relationship Management, Cash Management, Deposits, Finance, Customer Satisfaction, Loan Review, Financial Audits, Quality Control
Education
University of Phoenix-Southern California Campus 2012 — 2013
Computer Systems Networking and Telecommunications, 3.5
Stephanie Paglia's Union Bank Experience July 2010 - September 2010
Job Implementation/Conversion Product Consultant with Banking Insight
Industry Information Technology and Services
Experience
Fidelity National Information Services April 2012 - Present
FIS Global - HTC-E January 2011 - April 2012
Union Bank July 2010 - September 2010
SourceRight Solutions, a division of Spherion May 2010 - July 2010
Frontier Bank February 2006 - April 2010
BSA Officer October 1998 - January 2006
Skills
Troubleshooting, Banking, Disaster Recovery, System Administration, Vendor Management, Business Analysis, Security, SDLC, Visio, Process Improvement, Management, Leadership, Data Center, Windows, Testing, Training, Software Documentation, Technical Support, Operating Systems, SharePoint, Requirements Analysis, IT Management, Integration, Access, Databases
Education
University of Phoenix 2004 — 2006
BSBA, Business Administration
Snohomish High School 1980 — 1984
Accounting
Fidelity National Information Services April 2012 - Present
FIS Global - HTC-E January 2011 - April 2012
Union Bank July 2010 - September 2010
SourceRight Solutions, a division of Spherion May 2010 - July 2010
Frontier Bank February 2006 - April 2010
BSA Officer October 1998 - January 2006
Skills
Troubleshooting, Banking, Disaster Recovery, System Administration, Vendor Management, Business Analysis, Security, SDLC, Visio, Process Improvement, Management, Leadership, Data Center, Windows, Testing, Training, Software Documentation, Technical Support, Operating Systems, SharePoint, Requirements Analysis, IT Management, Integration, Access, Databases
Education
University of Phoenix 2004 — 2006
BSBA, Business Administration
Snohomish High School 1980 — 1984
Accounting
Jeannie Scheer's Union Bank Experience September 2012 - Present
Job Product Development & Customer Service Manager at Union Bank
Industry Banking
Experience
Union Bank September 2012 - Present
Union Bank April 2011 - October 2012
Union Bank January 2007 - April 2011
Harris Moran Seed Company December 2002 - January 2007
Harris Moran Seed Company August 2001 - December 2002
Harris Moran Seed Company May 1997 - August 2001
C & C Check Cashing 1982 - 1997
Skills
Banking, Process Improvement, Cross-functional Team..., Analysis, Management, ERP, Change Management, Forecasting, Mergers & Acquisitions
Education
University of Phoenix 2008 — 2010
MBA, Business Administration
University of Phoenix 2006 — 2008
BS, Business Management
Union Bank September 2012 - Present
Union Bank April 2011 - October 2012
Union Bank January 2007 - April 2011
Harris Moran Seed Company December 2002 - January 2007
Harris Moran Seed Company August 2001 - December 2002
Harris Moran Seed Company May 1997 - August 2001
C & C Check Cashing 1982 - 1997
Skills
Banking, Process Improvement, Cross-functional Team..., Analysis, Management, ERP, Change Management, Forecasting, Mergers & Acquisitions
Education
University of Phoenix 2008 — 2010
MBA, Business Administration
University of Phoenix 2006 — 2008
BS, Business Management
Lena Bryant's Union Bank Experience July 2013 - Present
Job Managing Director, Head Commercial Banking Strategy and Administration at Union Bank
Industry Banking
Experience
Union Bank July 2013 - Present
Union Bank June 2012 - June 2013
Union Bank of California, N.A. April 2008 - June 2012
Union Bank July 2005 - March 2008
Union Bank July 1994 - June 2005
Skills
Risk Management, Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Finance, Commercial Banking, Corporate Finance, Financial Modeling, Commercial Lending, Due Diligence, Strategic Planning
Education
University of San Diego 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Malmo Borgarskola
Accounting, Accounting and Finance
Union Bank July 2013 - Present
Union Bank June 2012 - June 2013
Union Bank of California, N.A. April 2008 - June 2012
Union Bank July 2005 - March 2008
Union Bank July 1994 - June 2005
Skills
Risk Management, Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Finance, Commercial Banking, Corporate Finance, Financial Modeling, Commercial Lending, Due Diligence, Strategic Planning
Education
University of San Diego 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Malmo Borgarskola
Accounting, Accounting and Finance
Ayesha Kleinjan's Union Bank Experience May 2013 - Present
Job Mortgage Consultant NMLS 1064110
Industry Financial Services
Experience
Union Bank May 2013 - Present
American Mortgage Network, a division of Bexil American Mortgage Inc March 2012 - May 2013
360 Mortgage Group January 2011 - March 2012
Home Loans November 2008 - December 2011
American Mortgage Network 2001 - 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, FHA, Refinance, Investment Properties, Loan Origination, Real Estate, Credit, USDA, Wholesale, Banking, Mortgage Underwriting, VA loans, FHA Financing, Credit Analysis, Real Estate Financing, Underwriting, First Time Home Buyers, VA Loans
Education
University of Phoenix
B.S., Business, Finance
Union Bank May 2013 - Present
American Mortgage Network, a division of Bexil American Mortgage Inc March 2012 - May 2013
360 Mortgage Group January 2011 - March 2012
Home Loans November 2008 - December 2011
American Mortgage Network 2001 - 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, FHA, Refinance, Investment Properties, Loan Origination, Real Estate, Credit, USDA, Wholesale, Banking, Mortgage Underwriting, VA loans, FHA Financing, Credit Analysis, Real Estate Financing, Underwriting, First Time Home Buyers, VA Loans
Education
University of Phoenix
B.S., Business, Finance
Domenic D'Alessio's Union Bank Experience 2000 - 2010
Job Info Systems Analyst at U.S. Bankruptcy Court and Owner, Precise Programming
Industry Information Technology and Services
Experience
Precise Programming April 2001 - Present
U.S. Bankruptcy Court November 1997 - Present
Union Bank 2000 - 2010
Skills
Windows Server, Software Project..., Public Speaking, Troubleshooting, Microsoft Excel, Legal Research, Network Security, XML, Database Design, Linux, Java, Microsoft Office, SharePoint, IT Management, System Administration, CSS, PowerPoint, SQL, Project Management, Databases, Microsoft SQL Server, Software Development, Government, Process Improvement, Active Directory, Data Center, ASP, Unix, Web Development, SDLC, Web Applications, Strategic Planning, Microsoft Word, Windows, Integration, VB.NET
Education
University of Phoenix 1996 — 1999
Bachelor of Science (BS), Management Information Systems
Precise Programming April 2001 - Present
U.S. Bankruptcy Court November 1997 - Present
Union Bank 2000 - 2010
Skills
Windows Server, Software Project..., Public Speaking, Troubleshooting, Microsoft Excel, Legal Research, Network Security, XML, Database Design, Linux, Java, Microsoft Office, SharePoint, IT Management, System Administration, CSS, PowerPoint, SQL, Project Management, Databases, Microsoft SQL Server, Software Development, Government, Process Improvement, Active Directory, Data Center, ASP, Unix, Web Development, SDLC, Web Applications, Strategic Planning, Microsoft Word, Windows, Integration, VB.NET
Education
University of Phoenix 1996 — 1999
Bachelor of Science (BS), Management Information Systems
Laura Clark's Union Bank Experience June 2015 - Present
Job Director, Division Risk Manager at Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Union Bank May 2014 - June 2015
OneWest Bank September 2012 - May 2014
OneWest Bank December 2011 - September 2012
OneWest Bank June 2010 - December 2011
OneWest Bank December 2004 - July 2010
Indymac bank 2004 - 2007
On Time Appraisals November 2003 - March 2005
Skills
Lean Six Sigma..., Mortgage Lending, Banking, Risk Management, Six Sigma, Operational Risk..., Corporate Governance, Program Evaluation, Program development, Process Improvement, Program Development, Project Management, SharePoint, Training, Mortgage Banking, Leadership, Credit, Credit Risk, Strategy, Management, Program Management, Governance, Enterprise Risk..., Executive Management, Financial Risk, Analysis, Finance, Financial Analysis, Credit Analysis, Vendor Management, Loan Origination, Loans, Due Diligence, Business Analysis, Operational Risk, Business Process
Education
University of Phoenix 2007 — 2010
Bachelor of Science
UOP 2005 — 2007
AA
Union Bank June 2015 - Present
Union Bank May 2014 - June 2015
OneWest Bank September 2012 - May 2014
OneWest Bank December 2011 - September 2012
OneWest Bank June 2010 - December 2011
OneWest Bank December 2004 - July 2010
Indymac bank 2004 - 2007
On Time Appraisals November 2003 - March 2005
Skills
Lean Six Sigma..., Mortgage Lending, Banking, Risk Management, Six Sigma, Operational Risk..., Corporate Governance, Program Evaluation, Program development, Process Improvement, Program Development, Project Management, SharePoint, Training, Mortgage Banking, Leadership, Credit, Credit Risk, Strategy, Management, Program Management, Governance, Enterprise Risk..., Executive Management, Financial Risk, Analysis, Finance, Financial Analysis, Credit Analysis, Vendor Management, Loan Origination, Loans, Due Diligence, Business Analysis, Operational Risk, Business Process
Education
University of Phoenix 2007 — 2010
Bachelor of Science
UOP 2005 — 2007
AA
Jason Traub's Union Bank Experience October 2012 - Present
Job Senior Systems Analyst at Union Bank
Industry Banking
Experience
Union Bank October 2012 - Present
Univar October 2008 - March 2013
Washington Mutual October 2007 - July 2008
WaMu September 2001 - January 2007
Education
University of Portland 1992 — 1995
Union Bank October 2012 - Present
Univar October 2008 - March 2013
Washington Mutual October 2007 - July 2008
WaMu September 2001 - January 2007
Education
University of Portland 1992 — 1995
Colleen Swinney's Union Bank Experience January 2010 - February 2011
Job Account Manager
Industry Financial Services
Experience
Union Bank January 2010 - February 2011
First Mortgage Corporation January 2009 - January 2010
Saxon Mortgage Inc, A Morgan Stanley Company May 2007 - February 2008
Fremont Investment & Loan 2003 - 2007
Skills
Mortgage Lending
Education
University of Southern California 1998 — 2003
BA, Communication, Sociology & Cinema Television
Newport Harbor High School 1994 — 1998
Union Bank January 2010 - February 2011
First Mortgage Corporation January 2009 - January 2010
Saxon Mortgage Inc, A Morgan Stanley Company May 2007 - February 2008
Fremont Investment & Loan 2003 - 2007
Skills
Mortgage Lending
Education
University of Southern California 1998 — 2003
BA, Communication, Sociology & Cinema Television
Newport Harbor High School 1994 — 1998
Nizam Antoo's Union Bank Experience March 1993 - August 1996
Job Global Government Solutions at Visa Inc.
Industry Financial Services
Experience
Visa Global Government SolutionsVisaNovember 1997 - Present
BayView Bank August 1996 - October 1997
Union Bank March 1993 - August 1996
First Nationwide Bank May 1982 - February 1993
Education
University of San Francisco 1990 — 1993
BS, Economics
Visa Global Government SolutionsVisaNovember 1997 - Present
BayView Bank August 1996 - October 1997
Union Bank March 1993 - August 1996
First Nationwide Bank May 1982 - February 1993
Education
University of San Francisco 1990 — 1993
BS, Economics
Tony DeBiase's Union Bank Experience June 2005 - Present
Job Supervisor at Union Bank of California
Industry Banking
Experience
Union Bank June 2005 - Present
Skills
Leadership, Management, Microsoft Office, Customer Service, Loans, Finance, PowerPoint, Real Estate, Sales, Sales Management, Strategic Planning, Team Building, Training
Education
University of Phoenix 2004 — 2007
Union Bank June 2005 - Present
Skills
Leadership, Management, Microsoft Office, Customer Service, Loans, Finance, PowerPoint, Real Estate, Sales, Sales Management, Strategic Planning, Team Building, Training
Education
University of Phoenix 2004 — 2007
Michael Yeatts's Union Bank Experience July 1980 - September 2005
Job President/ Deposit & Payment Solutions at US Bank
Industry Banking
Experience
La Jolla Playhouse March 2011 - Present
U.S. Bank September 2005 - Present
Union Bank July 1980 - September 2005
Skills
Treasury Management, Banking, Commercial Banking, Credit, Cash Management, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Financial Analysis, Consumer Lending, Credit Risk, Mortgage Lending, Leadership, Executive Management, Financial Services, Lines Of Credit, Retail Banking
Education
Pacific Coast Banking School 1986 — 1988
Banking, Banking
University of San Diego 1974 — 1978
St. Augustine High School 1970 — 1974
Wine Classes
La Jolla Playhouse March 2011 - Present
U.S. Bank September 2005 - Present
Union Bank July 1980 - September 2005
Skills
Treasury Management, Banking, Commercial Banking, Credit, Cash Management, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Financial Analysis, Consumer Lending, Credit Risk, Mortgage Lending, Leadership, Executive Management, Financial Services, Lines Of Credit, Retail Banking
Education
Pacific Coast Banking School 1986 — 1988
Banking, Banking
University of San Diego 1974 — 1978
St. Augustine High School 1970 — 1974
Wine Classes
Karen Paull's Union Bank Experience February 2011 - 2013
Job Loan Servicing Manager at Mission Federal Credit Union
Industry Financial Services
Experience
Mission Federal Credit Union October 2014 - Present
Union Bank February 2011 - 2013
American Mortgage Network March 2005 - September 2011
Wachovia 2005 - 2011
Vertice (fka American Mortgage Network Inc.P) Wachovia Securities 2005 - 2011
Vertice, A Divisions of Wachovia Securities 2005 - 2011
Wachovia Securities 2005 - 2009
Glendale Federal Bank 1991 - 1998
Skills
Finance, Mortgage Lending, Banking, Risk Management, Management, Credit, Mortgage Banking, Loans, Portfolio Management, Credit Analysis
Education
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.8
Mission Federal Credit Union October 2014 - Present
Union Bank February 2011 - 2013
American Mortgage Network March 2005 - September 2011
Wachovia 2005 - 2011
Vertice (fka American Mortgage Network Inc.P) Wachovia Securities 2005 - 2011
Vertice, A Divisions of Wachovia Securities 2005 - 2011
Wachovia Securities 2005 - 2009
Glendale Federal Bank 1991 - 1998
Skills
Finance, Mortgage Lending, Banking, Risk Management, Management, Credit, Mortgage Banking, Loans, Portfolio Management, Credit Analysis
Education
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.8
Ron (Beau) May's Union Bank Experience 2002 - 2006
Job Retail Leasing Manager at Memorial City Mall / Metro National
Industry Real Estate
Experience
Memorial City Mall / Metro National February 2014 - Present
Westfield March 2011 - February 2014
The Bergman Companies June 2009 - January 2011
The Bergman Companies August 2007 - June 2009
Terramar Retail Centers January 2007 - August 2007
Center City Development Corporation 2007 - 2007
Union Bank 2002 - 2006
Skills
Real Estate, Shopping Centers, Real Estate Development, Entitlements, Tenant, Real Estate Economics, Landlords, Due Diligence, Leases, Feasibility Studies, Location Intelligence, Negotiation, Construction, Retail Leasing, Fashion, Retail, Merchandising
Education
University of San Diego 2006 — 2007
Masters of Science in Real Estate, Real Estate
ICSC Leasing Institute (Scottsdale)
Memorial City Mall / Metro National February 2014 - Present
Westfield March 2011 - February 2014
The Bergman Companies June 2009 - January 2011
The Bergman Companies August 2007 - June 2009
Terramar Retail Centers January 2007 - August 2007
Center City Development Corporation 2007 - 2007
Union Bank 2002 - 2006
Skills
Real Estate, Shopping Centers, Real Estate Development, Entitlements, Tenant, Real Estate Economics, Landlords, Due Diligence, Leases, Feasibility Studies, Location Intelligence, Negotiation, Construction, Retail Leasing, Fashion, Retail, Merchandising
Education
University of San Diego 2006 — 2007
Masters of Science in Real Estate, Real Estate
ICSC Leasing Institute (Scottsdale)
jeff sakamoto's Union Bank Experience July 1996 - Present
Job vice president fx trading at Union Bank
Industry Banking
Experience
Union Bank July 1996 - Present
Skills
Derivatives, Bloomberg, FX Options, Banking, Financial Markets, Swaps, FX trading, Hedging, Trading Systems, Electronic Trading, Financial Risk, Risk Management, FX Trading
Education
University of Southern California
Bachelor of Science (BS), Business Administration, Management and Operations
Union Bank July 1996 - Present
Skills
Derivatives, Bloomberg, FX Options, Banking, Financial Markets, Swaps, FX trading, Hedging, Trading Systems, Electronic Trading, Financial Risk, Risk Management, FX Trading
Education
University of Southern California
Bachelor of Science (BS), Business Administration, Management and Operations
Debby Hulberg's Union Bank Experience June 2009 - December 2010
Job Techinical Project Solutions Consultant at Bank of America
Industry Real Estate
Experience
Bank of America January 2011 - Present
Union Bank June 2009 - December 2010
Countrywide Home Loans October 2005 - October 2008
Health Net May 1998 - September 2005
Skills
Risk Management, Banking, Process Improvement, Cash Management, Business Process, PeopleSoft, Financial Analysis, Visio, Business Analysis, Microsoft SQL Server, PowerPoint, Microsoft Office, User Acceptance Testing, Analysis, Project Management, Management, Vendor Management
Education
University of Phoenix 2008 — 2009
MBA, Master of Business Administration
University of Phoenix 2005 — 2007
BSM, Business Management
Bank of America January 2011 - Present
Union Bank June 2009 - December 2010
Countrywide Home Loans October 2005 - October 2008
Health Net May 1998 - September 2005
Skills
Risk Management, Banking, Process Improvement, Cash Management, Business Process, PeopleSoft, Financial Analysis, Visio, Business Analysis, Microsoft SQL Server, PowerPoint, Microsoft Office, User Acceptance Testing, Analysis, Project Management, Management, Vendor Management
Education
University of Phoenix 2008 — 2009
MBA, Master of Business Administration
University of Phoenix 2005 — 2007
BSM, Business Management
Joe Forbes's Union Bank Experience September 2009 - June 2011
Job Associate at Mitsubishi UFJ Financial Group
Industry Banking
Experience
Mitsubishi UFJ Financial Group, Inc. June 2011 - Present
Union Bank September 2009 - June 2011
Majestic Realty Co. June 2008 - August 2008
Skills
Project Finance, Capital Markets, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Commercial Lending, Due Diligence
Education
University of San Diego 2005 — 2009
B.S., Finance, Accounting
Mitsubishi UFJ Financial Group, Inc. June 2011 - Present
Union Bank September 2009 - June 2011
Majestic Realty Co. June 2008 - August 2008
Skills
Project Finance, Capital Markets, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Commercial Lending, Due Diligence
Education
University of San Diego 2005 — 2009
B.S., Finance, Accounting
Teni Karakas-Sarkisian's Union Bank Experience 1996 - 2000
Job Vice President and Sr. Private Banker
Industry Banking
Experience
City National Bank February 2000 - Present
Union Bank 1996 - 2000
Bank of California 1990 - 1996
Skills
Private Banking, Commercial Banking, Commercial Lending, Mortgage Lending, Wealth Management, Credit Risk, Credit Analysis, Financial Analysis, New Business Development, Cash Management, High Net Worth..., Law Firms, Healthcare Banking, Relationship Management
Education
University of San Francisco
MBA, Finance
University of San Francisco
BS, Marketing
City National Bank February 2000 - Present
Union Bank 1996 - 2000
Bank of California 1990 - 1996
Skills
Private Banking, Commercial Banking, Commercial Lending, Mortgage Lending, Wealth Management, Credit Risk, Credit Analysis, Financial Analysis, New Business Development, Cash Management, High Net Worth..., Law Firms, Healthcare Banking, Relationship Management
Education
University of San Francisco
MBA, Finance
University of San Francisco
BS, Marketing
Carmel Freeman's Union Bank Experience October 2013 - Present
Job VP, Enterprise Data Steward at MUFG Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Union Bank November 2010 - October 2013
Union Bank August 2009 - April 2010
Union Bank of California August 2007 - August 2009
Skills
Banking, Commercial Banking, Loans, Credit, Retail Banking, Credit Analysis, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Data Integrity, Data Validation, Data Quality, Quality Control, Quality Auditing, Auditing, Compliance, Risk Management, Operational Risk..., Process Improvement
Education
University of Southern California 1998 — 2002
Bachelor of Science (B.S.), Music
Union Bank October 2013 - Present
Union Bank November 2010 - October 2013
Union Bank August 2009 - April 2010
Union Bank of California August 2007 - August 2009
Skills
Banking, Commercial Banking, Loans, Credit, Retail Banking, Credit Analysis, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Data Integrity, Data Validation, Data Quality, Quality Control, Quality Auditing, Auditing, Compliance, Risk Management, Operational Risk..., Process Improvement
Education
University of Southern California 1998 — 2002
Bachelor of Science (B.S.), Music
Edith Serrato's Union Bank Experience 2008 - 2010
Job Compliance Consultant
Industry Banking
Experience
Wells Fargo November 2013 - Present
Bank of the West 2011 - November 2013
Wells Fargo Bank 2010 - October 2011
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Rabobank 2006 - 2007
San Diego Community Bank 2005 - 2006
Skills
USA PATRIOT Act, AML, Bank Secrecy Act, KYC, Banking, Risk Assessment, Due Diligence, OFAC, Compliance Program..., Compliance Monitoring, Testing, Project Management
Education
University of San Francisco
Bachelor of Science (BS), Economics
Wells Fargo November 2013 - Present
Bank of the West 2011 - November 2013
Wells Fargo Bank 2010 - October 2011
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Rabobank 2006 - 2007
San Diego Community Bank 2005 - 2006
Skills
USA PATRIOT Act, AML, Bank Secrecy Act, KYC, Banking, Risk Assessment, Due Diligence, OFAC, Compliance Program..., Compliance Monitoring, Testing, Project Management
Education
University of San Francisco
Bachelor of Science (BS), Economics
Daniel Serrato, CRCM's Union Bank Experience April 2011 - November 2014
Job Senior Manager at Protiviti
Industry Management Consulting
Experience
Protiviti December 2014 - Present
Union Bank April 2011 - November 2014
Kforce Inc. February 2010 - April 2011
BEA 2007 - 2010
Wells Fargo Bank 2001 - 2007
Skills
AML, Financial Risk, Banking, Risk Management, Mortgage Lending, Retail Banking
Education
University of San Francisco
B.S, Applied Economics
Protiviti December 2014 - Present
Union Bank April 2011 - November 2014
Kforce Inc. February 2010 - April 2011
BEA 2007 - 2010
Wells Fargo Bank 2001 - 2007
Skills
AML, Financial Risk, Banking, Risk Management, Mortgage Lending, Retail Banking
Education
University of San Francisco
B.S, Applied Economics
Mark Wadel's Union Bank Experience March 2008 - Present
Job Vice President, Trust Systems & Development at Union Bank
Industry Financial Services
Experience
Financial Services Technology Network (FSTN) June 2012 - Present
Union Bank March 2008 - Present
Financial Services Technology Network (FSTN) June 2010 - June 2012
Union Bank of California March 1998 - March 2008
Union Bank of California July 1997 - March 1998
San Diego Christian College 1993 - 1996
Skills
Financial Analysis, .NET, SSIS, DTS, Finance, Automation, SDLC, Business Process..., Business Analysis, Software Project..., Risk Management, Process Improvement, Vendor Management, SharePoint, Banking
Education
University of Phoenix 1994 — 1996
MBA, Finance
San Diego Christian College 1989 — 1993
BS, Business Administration
Financial Services Technology Network (FSTN) June 2012 - Present
Union Bank March 2008 - Present
Financial Services Technology Network (FSTN) June 2010 - June 2012
Union Bank of California March 1998 - March 2008
Union Bank of California July 1997 - March 1998
San Diego Christian College 1993 - 1996
Skills
Financial Analysis, .NET, SSIS, DTS, Finance, Automation, SDLC, Business Process..., Business Analysis, Software Project..., Risk Management, Process Improvement, Vendor Management, SharePoint, Banking
Education
University of Phoenix 1994 — 1996
MBA, Finance
San Diego Christian College 1989 — 1993
BS, Business Administration
lawrence lin's Union Bank Experience August 2005 - October 2011
Job VP Compliance Officer/Manager BSA Officer at Bank of Communications
Industry Banking
Experience
Bank of Communications October 2011 - Present
Union Bank August 2005 - October 2011
Mission National Bank 2010 - 2011
Bank of the Orient October 2002 - August 2005
Skills
Banking, Credit, Risk Management, Loans, Due Diligence, AML, Operational Risk..., Portfolio Management, Commercial Banking, Credit Analysis, Credit Risk, Financial Risk, Fraud, KYC, Retail Banking, Anti Money Laundering
Education
University of Phoenix 2001 — 2007
MBA, Technology Management
Guangfu
Zion Lutheran School
Zion Lutheran School
Bank of Communications October 2011 - Present
Union Bank August 2005 - October 2011
Mission National Bank 2010 - 2011
Bank of the Orient October 2002 - August 2005
Skills
Banking, Credit, Risk Management, Loans, Due Diligence, AML, Operational Risk..., Portfolio Management, Commercial Banking, Credit Analysis, Credit Risk, Financial Risk, Fraud, KYC, Retail Banking, Anti Money Laundering
Education
University of Phoenix 2001 — 2007
MBA, Technology Management
Guangfu
Zion Lutheran School
Zion Lutheran School
Tom Mallen's Union Bank Experience February 2004 - October 2007
Job Tidebreak Inc
Industry Computer Software
Experience
Tidebreak, Inc July 2008 - Present
Bank of America 2007 - 2008
Union Bank February 2004 - October 2007
Enterprise Rent-A-Car February 1996 - January 2004
Skills
Business Development, New Business Development, Training, Team Leadership, Sales, Customer Service, Enterprise Software, Strategic Planning, Insurance, Fundraising, Banking, Financial Services, Team Building, Investments, Sales Management, Social Media, Sales Process, Customer Retention, Public Speaking, Management, Leadership, Marketing Strategy
Education
University of San Francisco 1991 — 1996
BA, Politics
Sacred Heart
Tidebreak, Inc July 2008 - Present
Bank of America 2007 - 2008
Union Bank February 2004 - October 2007
Enterprise Rent-A-Car February 1996 - January 2004
Skills
Business Development, New Business Development, Training, Team Leadership, Sales, Customer Service, Enterprise Software, Strategic Planning, Insurance, Fundraising, Banking, Financial Services, Team Building, Investments, Sales Management, Social Media, Sales Process, Customer Retention, Public Speaking, Management, Leadership, Marketing Strategy
Education
University of San Francisco 1991 — 1996
BA, Politics
Sacred Heart
Vanetta Blake's Union Bank Experience March 1998 - April 2006
Job at Optum Shared Services
Industry Hospital & Health Care
Experience
Optum Shared Services October 2013 - Present
Mary Kay Inc. March 2008 - Present
UnitedHealth Group September 2011 - October 2013
Massage Envy August 2010 - May 2011
Union Bank March 1998 - April 2006
Skills
Medical Coding, ICD-9, CPT, Clinical Research, Claim, Customer Service, Team Building, Marketing, Small Business, Sales, Training, Coaching, Leadership, Strategic Planning, Public Speaking
Education
University of Phoenix 2004 — 2006
Master's degree, Business Administration and Management, General, 3.64
Encinal High School 1982 — 1985
Diploma, General Studies
Optum Shared Services October 2013 - Present
Mary Kay Inc. March 2008 - Present
UnitedHealth Group September 2011 - October 2013
Massage Envy August 2010 - May 2011
Union Bank March 1998 - April 2006
Skills
Medical Coding, ICD-9, CPT, Clinical Research, Claim, Customer Service, Team Building, Marketing, Small Business, Sales, Training, Coaching, Leadership, Strategic Planning, Public Speaking
Education
University of Phoenix 2004 — 2006
Master's degree, Business Administration and Management, General, 3.64
Encinal High School 1982 — 1985
Diploma, General Studies
Jim Mair's Union Bank Experience March 2005 - Present
Job Vice President Institutional Fixed Income Sales at UnionBanc Investment Services, LLC
Industry Banking
Experience
Union Bank March 2005 - Present
Morgan Stanley November 1998 - October 2002
Roger Engemann and Assoc July 1994 - October 1998
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Fixed Income, Asset Managment, Equities, Cash Management, Bloomberg, Mutual Funds, Treasury Management, Asset Management, Alternative Investments, Capital Markets, Valuation, Relationship Management
Education
University of Southern California
Union Bank March 2005 - Present
Morgan Stanley November 1998 - October 2002
Roger Engemann and Assoc July 1994 - October 1998
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Fixed Income, Asset Managment, Equities, Cash Management, Bloomberg, Mutual Funds, Treasury Management, Asset Management, Alternative Investments, Capital Markets, Valuation, Relationship Management
Education
University of Southern California
CherylAnn May's Union Bank Experience May 2015 - Present
Job Information Security Engineer at Union Bank
Industry Information Technology and Services
Experience
Union Bank May 2015 - Present
MyMedScribe March 2014 - Present
Bank of the West January 2008 - February 2014
Skills
Vendor Management, Disaster Recovery, IT Management, Software Documentation, System Administration, Visio, Risk Management, Project Management, Data Center, IT Strategy, Security, Information Security, Project Planning, Leadership, Cross-functional Team..., Team Leadership, Process Improvement, Integration, Business Continuity, Change Management, Requirements Analysis, Management, Network Design, MS Project, Business Analysis, Cisco Technologies, Information Technology, Business Process..., Business Intelligence, Program Management, Analysis
Education
University of Phoenix 2000 — 2003
BSIT, Networking & Telecommunications
Union Bank May 2015 - Present
MyMedScribe March 2014 - Present
Bank of the West January 2008 - February 2014
Skills
Vendor Management, Disaster Recovery, IT Management, Software Documentation, System Administration, Visio, Risk Management, Project Management, Data Center, IT Strategy, Security, Information Security, Project Planning, Leadership, Cross-functional Team..., Team Leadership, Process Improvement, Integration, Business Continuity, Change Management, Requirements Analysis, Management, Network Design, MS Project, Business Analysis, Cisco Technologies, Information Technology, Business Process..., Business Intelligence, Program Management, Analysis
Education
University of Phoenix 2000 — 2003
BSIT, Networking & Telecommunications
John M. Becket's Union Bank Experience 2003 - 2005
Job Credit Executive for Multifamily Lending at JP Morgan Chase
Industry Banking
Experience
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
Kenny Young (Union Bank)'s Union Bank Experience August 2010 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank August 2010 - Present
Skills
Customer Service, Small Business Lending, Commercial Banking, Commercial Lending, Microsoft Excel, Insurance, Lines Of Credit, Credit, Banking, Strategic Financial..., Retirement Planning, Consumer Lending, Series 63, Series 7, Loans, Financial Analysis, Mortgage Lending
Education
St Monica's
St Monica's
St Monica's
University of Southern California
Union Bank August 2010 - Present
Skills
Customer Service, Small Business Lending, Commercial Banking, Commercial Lending, Microsoft Excel, Insurance, Lines Of Credit, Credit, Banking, Strategic Financial..., Retirement Planning, Consumer Lending, Series 63, Series 7, Loans, Financial Analysis, Mortgage Lending
Education
St Monica's
St Monica's
St Monica's
University of Southern California
Nadine Harris's Union Bank Experience May 2000 - Present
Job Vice President & Senior Trust Officer at Union Bank
Industry Banking
Experience
Union Bank May 2000 - Present
Bank of America April 1991 - April 1996
Security Pacific Bank January 1984 - April 1991
Bank One Corporation April 1978 - June 1983
Skills
Banking, Private Banking, Wealth Management, Commercial Lending, Investments, Portfolio Management, Asset Management, Credit, Securities, Commercial Banking, Risk Management, Customer Service, Loans, Strategic Financial..., Budgets, Asset Managment, High Net Worth..., Management, Mutual Funds, Financial Services, College...
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, Cum Laude Graduate
Cannon Trust School at Pepperdine University 2001 — 2003
Trust School, Personal Trust
West Virginia State College, Institute, W. Va. 1972 — 1974
Business Administration and Management, General, Attended two years
Union Bank May 2000 - Present
Bank of America April 1991 - April 1996
Security Pacific Bank January 1984 - April 1991
Bank One Corporation April 1978 - June 1983
Skills
Banking, Private Banking, Wealth Management, Commercial Lending, Investments, Portfolio Management, Asset Management, Credit, Securities, Commercial Banking, Risk Management, Customer Service, Loans, Strategic Financial..., Budgets, Asset Managment, High Net Worth..., Management, Mutual Funds, Financial Services, College...
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, Cum Laude Graduate
Cannon Trust School at Pepperdine University 2001 — 2003
Trust School, Personal Trust
West Virginia State College, Institute, W. Va. 1972 — 1974
Business Administration and Management, General, Attended two years
Franz Rufino's Union Bank Experience November 2004 - September 2005
Job Data Analyst at Surplus Line Association of California
Industry Staffing and Recruiting
Experience
Surplus Line Association of California March 2014 - Present
Wells Fargo Investments September 2008 - May 2010
Charles Schwab September 2007 - July 2008
Union Bank November 2004 - September 2005
Skills
Quality Assurance, Banking, Financial Services, Business Analysis, Microsoft Excel, Training, Customer Service
Education
University of San Francisco 1997 — 2000
BS, Business Administration
Surplus Line Association of California March 2014 - Present
Wells Fargo Investments September 2008 - May 2010
Charles Schwab September 2007 - July 2008
Union Bank November 2004 - September 2005
Skills
Quality Assurance, Banking, Financial Services, Business Analysis, Microsoft Excel, Training, Customer Service
Education
University of San Francisco 1997 — 2000
BS, Business Administration
maryam jafari's Union Bank Experience September 2012 - Present
Job Retail financial supervisor and business development at Kinecta Federal Credit Union
Industry Financial Services
Experience
Union Bank September 2012 - Present
Kinecta Federal Credit Union June 2007 - August 2013
Wells Fargo bank March 2001 - June 2007
Washington Mutual September 1997 - April 2002
Skills
Risk Management, Mortgage Banking, Loan Origination, Business Development, Financial Services, Small Business Lending, Portfolio Management, Asset Managment, Commercial Lending, Consumer Lending, Financial Modeling, Underwriting, Loans, Commercial Banking, Credit Analysis, Banking, Finance, Strategic Financial..., Credit, Retail Banking
Education
University of Phoenix 2008 — 2010
Bachlors, Science of business management
Union Bank September 2012 - Present
Kinecta Federal Credit Union June 2007 - August 2013
Wells Fargo bank March 2001 - June 2007
Washington Mutual September 1997 - April 2002
Skills
Risk Management, Mortgage Banking, Loan Origination, Business Development, Financial Services, Small Business Lending, Portfolio Management, Asset Managment, Commercial Lending, Consumer Lending, Financial Modeling, Underwriting, Loans, Commercial Banking, Credit Analysis, Banking, Finance, Strategic Financial..., Credit, Retail Banking
Education
University of Phoenix 2008 — 2010
Bachlors, Science of business management
Lesyenia Marin's Union Bank Experience 1999 - 2003
Job Management Specialist at the City of Victorville & SCLA
Industry Government Administration
Experience
Southern California Logistics Airport January 2013 - Present
City of Victorville November 2008 - December 2012
Union Bank 1999 - 2003
Skills
Government, Public Administration, Economic Development, Customer Service, Community Development, Policy, Community Outreach, Microsoft Office, Strategic Planning, Event Planning, Management, Supervisory Skills, Team Leadership, Microsoft Excel, Contract Management, Microsoft Word, Administration, Budgets, Marketing, Organizational..., Project Management
Education
University of Phoenix 2001 — 2003
University of Phoenix-Southern California Campus 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Southern California Logistics Airport January 2013 - Present
City of Victorville November 2008 - December 2012
Union Bank 1999 - 2003
Skills
Government, Public Administration, Economic Development, Customer Service, Community Development, Policy, Community Outreach, Microsoft Office, Strategic Planning, Event Planning, Management, Supervisory Skills, Team Leadership, Microsoft Excel, Contract Management, Microsoft Word, Administration, Budgets, Marketing, Organizational..., Project Management
Education
University of Phoenix 2001 — 2003
University of Phoenix-Southern California Campus 2001 — 2003
Bachelor of Business Administration (B.B.A.)
James A. Ellis's Union Bank Experience September 1973 - December 1989
Job Sr. V.P. Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank August 1995 - Present
Union Bank September 1973 - December 1989
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Commercial Banking, Banking, Real Estate, Loan Origination, Portfolio Management, Private Banking, Retail Banking, Lines Of Credit, SBA, Treasury Management, Consumer Lending, Credit Risk, Deposits, Credit Analysis, Asset Based Lending, Commercial Mortgages
Education
University of Southern California 1958 — 1963
BS Finance, Finance and Financial Management Services
Citizens Business Bank August 1995 - Present
Union Bank September 1973 - December 1989
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Commercial Banking, Banking, Real Estate, Loan Origination, Portfolio Management, Private Banking, Retail Banking, Lines Of Credit, SBA, Treasury Management, Consumer Lending, Credit Risk, Deposits, Credit Analysis, Asset Based Lending, Commercial Mortgages
Education
University of Southern California 1958 — 1963
BS Finance, Finance and Financial Management Services
Cecelia Blanco's Union Bank Experience January 2012 - April 2013
Job at
Industry Banking
Experience
Citi April 2013 - Present
Union Bank January 2012 - April 2013
Community Hispanic Association December 2010 - May 2011
State of California February 2010 - November 2010
Skills
Train newly hired..., Attended job fairs to..., Exceptional customer..., Volunteering, Banking, Retail Banking, Customer Service, Loans, Management, Employee Relations, Recruiting
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.3 GPA
California State University of San Bernardino 2000 — 2005
BA, Sociology/ Social Work
Citi April 2013 - Present
Union Bank January 2012 - April 2013
Community Hispanic Association December 2010 - May 2011
State of California February 2010 - November 2010
Skills
Train newly hired..., Attended job fairs to..., Exceptional customer..., Volunteering, Banking, Retail Banking, Customer Service, Loans, Management, Employee Relations, Recruiting
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.3 GPA
California State University of San Bernardino 2000 — 2005
BA, Sociology/ Social Work
Linda Pancheri's Union Bank Experience February 1997 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank February 1997 - Present
Wells Fargo 1990 - 1997
Education
University of Phoenix 1999 — 2001
Bachelor of Business Administration (B.B.A.)
Union Bank February 1997 - Present
Wells Fargo 1990 - 1997
Education
University of Phoenix 1999 — 2001
Bachelor of Business Administration (B.B.A.)
Nicholas Colton's Union Bank Experience 2013 - Present
Job Director/Division Operations Officer at Union Bank
Industry Banking
Experience
Union Bank 2013 - Present
Skills
Retail Banking, Banking, Cross Selling, Customer Service, Loans, Consumer Lending, Branch Banking, Deposits, Risk Management, Cash Management, Core Banking, Branch Management
Education
University of San Diego
Bachelors, Business Administration (finance and real estate)
Union Bank 2013 - Present
Skills
Retail Banking, Banking, Cross Selling, Customer Service, Loans, Consumer Lending, Branch Banking, Deposits, Risk Management, Cash Management, Core Banking, Branch Management
Education
University of San Diego
Bachelors, Business Administration (finance and real estate)
Ryan Marcos's Union Bank Experience March 2013 - Present
Job Vice President, Environmental Risk Management at Union Bank
Industry Environmental Services
Experience
Union Bank March 2013 - Present
SCS Engineers July 2002 - March 2013
GeoTek, Inc. 2000 - 2002
Skills
Due Diligence
Education
University of San Diego 1993 — 1998
B.A., Marine Biology
Union Bank March 2013 - Present
SCS Engineers July 2002 - March 2013
GeoTek, Inc. 2000 - 2002
Skills
Due Diligence
Education
University of San Diego 1993 — 1998
B.A., Marine Biology
James Keesey's Union Bank Experience September 2002 - Present
Job Senior Vice President and Manager at Union Bank
Industry Banking
Experience
Union Bank September 2002 - Present
Bank of America January 1976 - September 2002
Skills
Commercial Banking, Banking, Trade Finance, Commercial Lending, Credit Analysis, Asset Based Lending, Loans, Small Business Lending, Credit, Cash Management
Education
University of San Francisco
Union Bank September 2002 - Present
Bank of America January 1976 - September 2002
Skills
Commercial Banking, Banking, Trade Finance, Commercial Lending, Credit Analysis, Asset Based Lending, Loans, Small Business Lending, Credit, Cash Management
Education
University of San Francisco
Josephine Lopez's Union Bank Experience January 1982 - February 1997
Job
Industry Information Technology and Services
Experience
Judicial Council of California February 2005 - Present
Pacific Stock Exchange May 2002 - February 2005
San Francisco International Airport October 2000 - May 2002
Senterprise February 2000 - October 2000
Bank of America February 1997 - February 2000
Union Bank January 1982 - February 1997
Education
University of Santo Tomas 1975 — 1979
Bachelor of Science (B.S.), Chemistry
Judicial Council of California February 2005 - Present
Pacific Stock Exchange May 2002 - February 2005
San Francisco International Airport October 2000 - May 2002
Senterprise February 2000 - October 2000
Bank of America February 1997 - February 2000
Union Bank January 1982 - February 1997
Education
University of Santo Tomas 1975 — 1979
Bachelor of Science (B.S.), Chemistry
Ana Voskanian's Union Bank Experience February 2001 - November 2002
Job Vice President at Grandpoint Bank
Industry Banking
Experience
Grandpoint Bank December 2002 - Present
Union Bank February 2001 - November 2002
U.S. Bank December 1989 - February 2001
Skills
Underwriting, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Mortgages, Credit, Credit Risk, Commercial Banking, Loans, Consumer Lending, Cash Management
Education
University of Phoenix 1991 — 1993
Bachelor of Arts in Management, Business Administration and Management, General
CSUN
Business Administration and Management, General
Grandpoint Bank December 2002 - Present
Union Bank February 2001 - November 2002
U.S. Bank December 1989 - February 2001
Skills
Underwriting, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Mortgages, Credit, Credit Risk, Commercial Banking, Loans, Consumer Lending, Cash Management
Education
University of Phoenix 1991 — 1993
Bachelor of Arts in Management, Business Administration and Management, General
CSUN
Business Administration and Management, General
Donna Lieu-Holder's Union Bank Experience 2004 - 2006
Job Senior Business Systems and Data Problem Solver
Industry Information Technology and Services
Experience
Bank of America September 2012 - January 2014
Warner Bros. Entertainment Group of Companies 2007 - September 2012
Union Bank 2004 - 2006
Southern California Edison 2001 - 2003
Kaiser Permanente 1997 - 2001
Skills
Business Analysis, Data Analysis, Business Intelligence, Data Warehousing, Integration, SQL, Analysis, Access, Data Modeling, Project Management, SDLC
Education
University of Southern California
BA, Sociology
Bank of America September 2012 - January 2014
Warner Bros. Entertainment Group of Companies 2007 - September 2012
Union Bank 2004 - 2006
Southern California Edison 2001 - 2003
Kaiser Permanente 1997 - 2001
Skills
Business Analysis, Data Analysis, Business Intelligence, Data Warehousing, Integration, SQL, Analysis, Access, Data Modeling, Project Management, SDLC
Education
University of Southern California
BA, Sociology
Brian Vasquez's Union Bank Experience February 2008 - August 2008
Job Mortgage Loan Funder
Industry Banking
Experience
any mortgage lender January 2012 - Present
Renovate America August 2011 - January 2012
Rancho Financial September 2010 - January 2011
Wells Fargo Bank July 2010 - September 2010
U.S. Bank December 2009 - July 2010
Wells Fargo Bank February 2009 - August 2009
Union Bank February 2008 - August 2008
CLC HOME LOANS April 2006 - April 2007
American Mortgage Network July 2004 - March 2006
WASHINGTON MUTUAL February 2001 - July 2004
Education
COMMUNITY COLLEGE OF ALLEGHENY COUNTY Paralegal Certificate
Associate's degree, Paralegal
University of Pittsburgh
Bachelor of Arts, Business Law
any mortgage lender January 2012 - Present
Renovate America August 2011 - January 2012
Rancho Financial September 2010 - January 2011
Wells Fargo Bank July 2010 - September 2010
U.S. Bank December 2009 - July 2010
Wells Fargo Bank February 2009 - August 2009
Union Bank February 2008 - August 2008
CLC HOME LOANS April 2006 - April 2007
American Mortgage Network July 2004 - March 2006
WASHINGTON MUTUAL February 2001 - July 2004
Education
COMMUNITY COLLEGE OF ALLEGHENY COUNTY Paralegal Certificate
Associate's degree, Paralegal
University of Pittsburgh
Bachelor of Arts, Business Law
Boris Bo Mackovic's Union Bank Experience 1999 - Present
Job Vice President at MUFG Union Bank
Industry Banking
Experience
Union Bank 1999 - Present
Imperial Trust 1997 - 1999
Mervyns 1995 - 1997
Skills
ETFs, Investments, Leadership, Settlement, Customer Service, Accounting, Equities, Financial Reporting, Trust Services, Mutual Funds, Back Office, Client Services, Analysis, Fixed Income, Wealth Management
Education
University of San Francisco
Master of Business Administration (MBA), International Business
University of San Francisco
Bachelor of Business Administration (BBA), International Business
Union Bank 1999 - Present
Imperial Trust 1997 - 1999
Mervyns 1995 - 1997
Skills
ETFs, Investments, Leadership, Settlement, Customer Service, Accounting, Equities, Financial Reporting, Trust Services, Mutual Funds, Back Office, Client Services, Analysis, Fixed Income, Wealth Management
Education
University of San Francisco
Master of Business Administration (MBA), International Business
University of San Francisco
Bachelor of Business Administration (BBA), International Business
Carina Espinoza's Union Bank Experience November 2011 - August 2013
Job Sr. Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial August 2013 - April 2015
Union Bank November 2011 - August 2013
Union Bank September 2010 - November 2011
Union Bank July 2007 - September 2010
Union Bank May 2005 - July 2007
Union Bank May 2003 - May 2005
Citibank September 1999 - May 2003
Washington Mutual September 1997 - September 1999
Education
University of Phoenix 2008 — 2010
Bachelor's of Science, Business Management
LPL Financial April 2015 - Present
LPL Financial August 2013 - April 2015
Union Bank November 2011 - August 2013
Union Bank September 2010 - November 2011
Union Bank July 2007 - September 2010
Union Bank May 2005 - July 2007
Union Bank May 2003 - May 2005
Citibank September 1999 - May 2003
Washington Mutual September 1997 - September 1999
Education
University of Phoenix 2008 — 2010
Bachelor's of Science, Business Management
Salwa Muhareb's Union Bank Experience April 2005 - Present
Job Branch Service Mnager, Assistant Vice President at Union Bank
Industry Financial Services
Experience
Union Bank April 2005 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Research, Training, Process Improvement, Project Management
Education
University of Phoenix 2010 — 2013
•Bachelors of Arts, Criminal Justice Administration / Management
Union Bank April 2005 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Research, Training, Process Improvement, Project Management
Education
University of Phoenix 2010 — 2013
•Bachelors of Arts, Criminal Justice Administration / Management
Jim Elko's Union Bank Experience November 1984 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank November 1984 - Present
Education
University of San Diego
BS Business Adm
Union Bank November 1984 - Present
Education
University of San Diego
BS Business Adm
Robert Leap's Union Bank Experience July 2013 - July 2014
Job Executive Vice President at Easthampton
Industry Banking
Experience
Easthampton Savings Bank June 2014 - Present
Union Bank July 2013 - July 2014
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Credit, Small Business Lending, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Finance, Loan Origination
Education
University of Pittsburgh-Johnstown 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
Easthampton Savings Bank June 2014 - Present
Union Bank July 2013 - July 2014
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Credit, Small Business Lending, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Finance, Loan Origination
Education
University of Pittsburgh-Johnstown 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
Louie Martinez's Union Bank Experience June 2009 - Present
Job Analyst / Officer
Industry Banking
Experience
Union Bank June 2009 - Present
Celestica June 2005 - May 2009
Kohl's Department Stores January 2002 - June 2005
Skills
Security, Integration, Disaster Recovery, Risk Management, Vendor Management, Commercial Banking, SharePoint, Process Improvement, Visio, Software Documentation, Program Management, Project Management, Information Security, SDLC, Payments, IT Management, Relationship Management, Access, Microsoft Office, Remote Deposit Capture, ACH
Education
University of Phoenix 2003 — 2007
Computer Science
Union Bank June 2009 - Present
Celestica June 2005 - May 2009
Kohl's Department Stores January 2002 - June 2005
Skills
Security, Integration, Disaster Recovery, Risk Management, Vendor Management, Commercial Banking, SharePoint, Process Improvement, Visio, Software Documentation, Program Management, Project Management, Information Security, SDLC, Payments, IT Management, Relationship Management, Access, Microsoft Office, Remote Deposit Capture, ACH
Education
University of Phoenix 2003 — 2007
Computer Science
Frank Zaccaro's Union Bank Experience December 2009 - Present
Job Private Banker, VP, Union Bank
Industry Banking
Experience
Union Bank December 2009 - Present
Bank of America February 1997 - April 2009
Bank of America December 1993 - January 1997
Bank of America January 1986 - January 1993
Bank of America January 1979 - December 1985
Skills
Canon Wealth Strategist..., Fluent; Italian, French, Finance, Banking, Credit, Commercial Banking, Loans, Commercial Lending, Retail Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Small Business Lending, Investments, Series 63
Education
University of San Francisco
Bachelor's Degree, Political Science
Union Bank December 2009 - Present
Bank of America February 1997 - April 2009
Bank of America December 1993 - January 1997
Bank of America January 1986 - January 1993
Bank of America January 1979 - December 1985
Skills
Canon Wealth Strategist..., Fluent; Italian, French, Finance, Banking, Credit, Commercial Banking, Loans, Commercial Lending, Retail Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Small Business Lending, Investments, Series 63
Education
University of San Francisco
Bachelor's Degree, Political Science
Daniel Jara's Union Bank Experience June 2005 - June 2009
Job Data Analyst at City of Hope
Industry Human Resources
Experience
City of Hope February 2015 - Present
Buckets in Motion November 2012 - January 2015
Bank of America July 2012 - October 2012
Southern California Edison (SCE) August 2011 - March 2012
JRK Property Holdings April 2011 - July 2011
Union Bank June 2005 - June 2009
Skills
Payroll, Employee Benefits, Benefits Administration, Management, Personnel Management, Organizational..., Human Resources, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Onboarding, HRIS, Customer Service
Education
University of Phoenix 2013 — 2015
Associate's Degree, Business Administration and Management, General
City of Hope February 2015 - Present
Buckets in Motion November 2012 - January 2015
Bank of America July 2012 - October 2012
Southern California Edison (SCE) August 2011 - March 2012
JRK Property Holdings April 2011 - July 2011
Union Bank June 2005 - June 2009
Skills
Payroll, Employee Benefits, Benefits Administration, Management, Personnel Management, Organizational..., Human Resources, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Onboarding, HRIS, Customer Service
Education
University of Phoenix 2013 — 2015
Associate's Degree, Business Administration and Management, General
Rochelle Anne de Guzman's Union Bank Experience December 2013 - Present
Job Attended University of Phoenix
Industry Banking
Experience
Union Bank December 2013 - Present
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in Accounting
Union Bank December 2013 - Present
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in Accounting