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
Frances Soto Frances Soto's Union Bank Experience March 2008 - February 2010
Job Executive Administrative Assistant/Accounts Manager at eroots llc.
Industry Public Relations and Communications
Experience
eroots llc. August 2013 - Present
Full Picture December 2011 - February 2013
Entertainment Tonight June 2011 - September 2011
Promoting Group June 2011 - September 2011
Union Bank March 2008 - February 2010
Circuit City June 2006 - February 2008
The Walt Disney Company June 2005 - May 2006
Skills
Facebook, Blogging, Social Media, Press Releases, Editing, Event Management, Television, Management, Microsoft Office
Education
California State University-Bakersfield 2010 — 2012
Bachelor of Arts, Communications/Public Relations, Sociology
eroots llc. August 2013 - Present
Full Picture December 2011 - February 2013
Entertainment Tonight June 2011 - September 2011
Promoting Group June 2011 - September 2011
Union Bank March 2008 - February 2010
Circuit City June 2006 - February 2008
The Walt Disney Company June 2005 - May 2006
Skills
Facebook, Blogging, Social Media, Press Releases, Editing, Event Management, Television, Management, Microsoft Office
Education
California State University-Bakersfield 2010 — 2012
Bachelor of Arts, Communications/Public Relations, Sociology
Kevin Sanchez Kevin Sanchez's Union Bank Experience February 2013 - July 2014
Job Business Banker at Pacific Premier Bank
Industry Banking
Experience
Youth Business Alliance September 2015 - Present
Pacific Premier Bank July 2015 - Present
CommerceWest Bank July 2014 - August 2015
Union Bank February 2013 - July 2014
Wells Fargo February 2011 - February 2013
Verizon Wireless August 2009 - February 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Small Business, Sales, Finance, Investments, Cross Selling, Investment Properties, Real Estate, Relationship Management, Cash Management, Deposits, Underwriting, Anniversaries, Financial Services, Residential Mortgages
Education
USC 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cal State Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Orange Coast College 2008 — 2013
Associate's degree, Business Administration and Management, General
Youth Business Alliance September 2015 - Present
Pacific Premier Bank July 2015 - Present
CommerceWest Bank July 2014 - August 2015
Union Bank February 2013 - July 2014
Wells Fargo February 2011 - February 2013
Verizon Wireless August 2009 - February 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Small Business, Sales, Finance, Investments, Cross Selling, Investment Properties, Real Estate, Relationship Management, Cash Management, Deposits, Underwriting, Anniversaries, Financial Services, Residential Mortgages
Education
USC 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cal State Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Orange Coast College 2008 — 2013
Associate's degree, Business Administration and Management, General
Monica Brazil Monica Brazil's Union Bank Experience October 2009 - Present
Job VP Branch Manager at Union Bank
Industry Banking
Experience
Union Bank October 2009 - Present
Union Bank April 2010 - April 2012
US Bank April 2005 - October 2009
First Republic Bank June 2002 - April 2005
Washington Mutual Bank April 1999 - June 2002
Washington Mutual Bank July 1997 - April 1999
Skills
Banking, Loans, Retail Banking, Branch Management, Small Business Lending, Mortgage Lending, Cross Selling, Credit, Consumer Lending, Portfolio Management, Deposits, Finance, Private Banking, Customer Service, Credit Analysis, Financial Literacy..., Teaching Adults, Teacher Training, Data Collection
Education
CSU Chico
Union Bank October 2009 - Present
Union Bank April 2010 - April 2012
US Bank April 2005 - October 2009
First Republic Bank June 2002 - April 2005
Washington Mutual Bank April 1999 - June 2002
Washington Mutual Bank July 1997 - April 1999
Skills
Banking, Loans, Retail Banking, Branch Management, Small Business Lending, Mortgage Lending, Cross Selling, Credit, Consumer Lending, Portfolio Management, Deposits, Finance, Private Banking, Customer Service, Credit Analysis, Financial Literacy..., Teaching Adults, Teacher Training, Data Collection
Education
CSU Chico
Ratoya Dawson Ratoya Dawson's Union Bank Experience September 2014 - Present
Job Banking Professional
Industry Banking
Experience
Union Bank September 2014 - Present
Bank of America August 2011 - February 2014
Bank of America September 2008 - August 2011
Bank of America August 2004 - September 2008
Skills
Banking, Mortgage Banking, Retail Banking, FHA, Residential Mortgages, Portfolio Management, Loan Servicing, Mortgage Servicing, Deposits, Financial Risk, Customer Service, Microsoft Excel, Operational Risk, Outlook, Microsoft Office, Loans, Finance, Branch Banking, Credit, Commercial Banking, Credit Cards, Teller Operations, Time Management, Cash Management, Internet Banking, AML, Financial Services, Bank Secrecy Act, Risk Management, Payments, Operational Risk..., Merchant Services, Debit Cards, Foreign Exchange, Lines Of Credit, Mortgage Lending
Education
California State University-Dominguez Hills 2004 — 2008
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Union Bank September 2014 - Present
Bank of America August 2011 - February 2014
Bank of America September 2008 - August 2011
Bank of America August 2004 - September 2008
Skills
Banking, Mortgage Banking, Retail Banking, FHA, Residential Mortgages, Portfolio Management, Loan Servicing, Mortgage Servicing, Deposits, Financial Risk, Customer Service, Microsoft Excel, Operational Risk, Outlook, Microsoft Office, Loans, Finance, Branch Banking, Credit, Commercial Banking, Credit Cards, Teller Operations, Time Management, Cash Management, Internet Banking, AML, Financial Services, Bank Secrecy Act, Risk Management, Payments, Operational Risk..., Merchant Services, Debit Cards, Foreign Exchange, Lines Of Credit, Mortgage Lending
Education
California State University-Dominguez Hills 2004 — 2008
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Mike McCormick Mike McCormick's Union Bank Experience November 2011 - August 2015
Job Branch Sales Manager at Everbank NMLS 84950
Industry Banking
Experience
EverBank August 2015 - Present
Union Bank November 2011 - August 2015
McCormick and Associates October 2008 - November 2011
World Savings/Wachovia Bank February 1992 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Mortgage Banking, Banking, Sales, Management, FHA, Refinance, Loans, Credit
Education
California State University-Chico 1982 — 1988
Bachelor of Arts (BA), Communication, General
EverBank August 2015 - Present
Union Bank November 2011 - August 2015
McCormick and Associates October 2008 - November 2011
World Savings/Wachovia Bank February 1992 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Mortgage Banking, Banking, Sales, Management, FHA, Refinance, Loans, Credit
Education
California State University-Chico 1982 — 1988
Bachelor of Arts (BA), Communication, General
Rachel Flores Rachel Flores's Union Bank Experience March 2011 - Present
Job Branch Manager at Union Bank, McLane High School
Industry Banking
Experience
Union Bank March 2011 - Present
Fresno City College July 2006 - August 2009
Skills
Loans, Banking, Retail Banking, Credit, Commercial Banking, Community Outreach, Student Development, Program Development, Staff Development, Teaching, Leadership Development, Nonprofits, Event Planning, Public Speaking, Research, Finance, Training, Management, Microsoft Office, Team Leadership, Workshop Facilitation, Job Evaluation
Education
California State University, Fresno
Bachelor's Degree, Business Administration and Management, General
Fresno Pacific University
Master's Degree, Theology/Theological Studies
Union Bank March 2011 - Present
Fresno City College July 2006 - August 2009
Skills
Loans, Banking, Retail Banking, Credit, Commercial Banking, Community Outreach, Student Development, Program Development, Staff Development, Teaching, Leadership Development, Nonprofits, Event Planning, Public Speaking, Research, Finance, Training, Management, Microsoft Office, Team Leadership, Workshop Facilitation, Job Evaluation
Education
California State University, Fresno
Bachelor's Degree, Business Administration and Management, General
Fresno Pacific University
Master's Degree, Theology/Theological Studies
Manija Azizi Manija Azizi's Union Bank Experience July 2007 - September 2009
Job Farmers Insurance Agency Owner
Industry Insurance
Experience
Farmers Insurance September 2014 - Present
Sutter center for psychiatry 2012 - 2012
CSAA Insurance Group August 2011 - November 2011
Union Bank July 2007 - September 2009
Skills
Insurance, Customer Service, Healthcare, Long-term Care, Microsoft Office, Microsoft Excel, Therapeutic Recreation, Farsi, English, Sales, Microsoft Word, Leadership, Team Building, Underwriting, PowerPoint, Training, Teamwork, Commercial Insurance, Management, Property
Education
California State University-East Bay 2010 — 2012
Bachelor of Arts (B.A.), Therapeutic Recreation/Recreational Therapy
Farmers Insurance September 2014 - Present
Sutter center for psychiatry 2012 - 2012
CSAA Insurance Group August 2011 - November 2011
Union Bank July 2007 - September 2009
Skills
Insurance, Customer Service, Healthcare, Long-term Care, Microsoft Office, Microsoft Excel, Therapeutic Recreation, Farsi, English, Sales, Microsoft Word, Leadership, Team Building, Underwriting, PowerPoint, Training, Teamwork, Commercial Insurance, Management, Property
Education
California State University-East Bay 2010 — 2012
Bachelor of Arts (B.A.), Therapeutic Recreation/Recreational Therapy
David Ohanian David Ohanian's Union Bank Experience November 2013 - Present
Job Managing Director Union Bank Private Bank
Industry Financial Services
Experience
Union Bank November 2013 - Present
Comerica July 2009 - November 2013
Wachovia April 2008 - July 2009
Wachovia Private Bank April 2008 - July 2009
Bank of America July 2002 - March 2008
Bank of America November 2005 - February 2007
Banc of America Investments June 2002 - November 2005
Morgan Stanley Dean Witter December 1998 - June 2002
Skills
Derivatives, Insurance, Asset Managment, Strategic Financial..., Treasury Management, Loans, Executive Financial..., Asset Management, Strategy, Banking, Commercial Banking, Business Development, Credit, Finance, Investments, Management
Education
California State University-Fresno 1987 — 1991
Bachelors, Biology
Union Bank November 2013 - Present
Comerica July 2009 - November 2013
Wachovia April 2008 - July 2009
Wachovia Private Bank April 2008 - July 2009
Bank of America July 2002 - March 2008
Bank of America November 2005 - February 2007
Banc of America Investments June 2002 - November 2005
Morgan Stanley Dean Witter December 1998 - June 2002
Skills
Derivatives, Insurance, Asset Managment, Strategic Financial..., Treasury Management, Loans, Executive Financial..., Asset Management, Strategy, Banking, Commercial Banking, Business Development, Credit, Finance, Investments, Management
Education
California State University-Fresno 1987 — 1991
Bachelors, Biology
Debra Taylor Debra Taylor's Union Bank Experience March 2003 - Present
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank March 2003 - Present
Union Bank March 1994 - March 2003
Bank of the West 1987 - March 1994
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Lending, Loan Origination, Financial Services, SBA, Management Consulting, Business Process..., Business Intelligence, Program Management, Commercial Mortgages, Corporate Social..., Team Building, Corporate Governance, Business Strategy, Organizational..., Strategic Financial..., Qualitative Research, Business Ethics, Lines Of Credit, New Business Development, Business Economics, Financial Risk, Strategic Planning, Change Management, Financial Modeling, Corporate Finance, Business Planning, Corporate Strategy..., Decision Support, Team Leadership, Asset Based Lending, Corporate Development, Succession Planning, Executive Management, Operations Management, Financial Markets, Team Management, Financial Reporting
Education
California State University-Chico
Bachelor of Science (B.S.), Finance, General
California State University-Chico
Bachelor of Arts (B.A.), Ethnic Studies
Golden Gate University
Master of Business Administration (MBA), Business Administration and Management, General
Union Bank March 2003 - Present
Union Bank March 1994 - March 2003
Bank of the West 1987 - March 1994
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Lending, Loan Origination, Financial Services, SBA, Management Consulting, Business Process..., Business Intelligence, Program Management, Commercial Mortgages, Corporate Social..., Team Building, Corporate Governance, Business Strategy, Organizational..., Strategic Financial..., Qualitative Research, Business Ethics, Lines Of Credit, New Business Development, Business Economics, Financial Risk, Strategic Planning, Change Management, Financial Modeling, Corporate Finance, Business Planning, Corporate Strategy..., Decision Support, Team Leadership, Asset Based Lending, Corporate Development, Succession Planning, Executive Management, Operations Management, Financial Markets, Team Management, Financial Reporting
Education
California State University-Chico
Bachelor of Science (B.S.), Finance, General
California State University-Chico
Bachelor of Arts (B.A.), Ethnic Studies
Golden Gate University
Master of Business Administration (MBA), Business Administration and Management, General
Mike Campi's Union Bank Experience January 2010 - July 2012
Job Vice President Store Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank July 2012 - Present
Union Bank January 2010 - July 2012
Union Bank January 2010 - July 2012
Wachovia Bank October 2006 - January 2010
Kappel & Kappel Realtors, Inc September 2002 - September 2006
Enterprise Rent-A-Car December 1996 - June 2002
Education
California State University-Chico 1994 — 1996
Journalism, Public Relations & Business Admimistration
Umpqua Bank July 2012 - Present
Union Bank January 2010 - July 2012
Union Bank January 2010 - July 2012
Wachovia Bank October 2006 - January 2010
Kappel & Kappel Realtors, Inc September 2002 - September 2006
Enterprise Rent-A-Car December 1996 - June 2002
Education
California State University-Chico 1994 — 1996
Journalism, Public Relations & Business Admimistration
Elaine (Lani) Barrett's Union Bank Experience April 1993 - October 1999
Job Manager, Global Benefits
Industry Computer Software
Experience
Infinera February 2013 - Present
Rovi Corporation November 2008 - August 2011
Delta Dental June 2000 - November 2008
Union Bank April 1993 - October 1999
Skills
Employee Benefits, Deferred Compensation, Onboarding, Human Resources, Employee Relations, HR Policies, Process Improvement, Vendor Management
Education
California State University-Hayward 1978 — 1984
Bachelor of Science (B.S.), Accounting
Infinera February 2013 - Present
Rovi Corporation November 2008 - August 2011
Delta Dental June 2000 - November 2008
Union Bank April 1993 - October 1999
Skills
Employee Benefits, Deferred Compensation, Onboarding, Human Resources, Employee Relations, HR Policies, Process Improvement, Vendor Management
Education
California State University-Hayward 1978 — 1984
Bachelor of Science (B.S.), Accounting
Yuqi Wang Yuqi Wang's Union Bank Experience July 2014 - Present
Job CFP®
Industry Investment Management
Experience
Union Bank July 2014 - Present
Wells Fargo July 2007 - July 2014
Wells Fargo September 2005 - June 2007
Skills
Wealth Management, Estate Tax Planning, Series 7, Risk Management, Asset Allocation, Securities, Business Succession..., Estate Planning, Strategic Financial..., Executive Compensation..., Personal Tax Planning, Investment Strategies, Financial Analysis, Bloomberg Terminal
Education
California State University-East Bay 2004 — 2005
Master of Arts, Economics
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Union Bank July 2014 - Present
Wells Fargo July 2007 - July 2014
Wells Fargo September 2005 - June 2007
Skills
Wealth Management, Estate Tax Planning, Series 7, Risk Management, Asset Allocation, Securities, Business Succession..., Estate Planning, Strategic Financial..., Executive Compensation..., Personal Tax Planning, Investment Strategies, Financial Analysis, Bloomberg Terminal
Education
California State University-East Bay 2004 — 2005
Master of Arts, Economics
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Dwayne Freeman Dwayne Freeman's Union Bank Experience July 2012 - May 2014
Job Litigation Coordinator Div of Law Enforcement
Industry Government Administration
Experience
California Department of Justice January 2015 - Present
Union Bank July 2012 - May 2014
Bank of America August 2007 - January 2010
Citi August 2003 - July 2007
Hertz July 2000 - August 2003
Skills
Banking, Loans, Credit, Credit Analysis, Risk Management, Finance, Leadership, Consumer Lending, Microsoft Office, Credit Risk, Government, Coaching, Policy
Education
California State University-East Bay 2010 — 2012
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
California State University, Fresno 1995 — 1999
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
California Department of Justice January 2015 - Present
Union Bank July 2012 - May 2014
Bank of America August 2007 - January 2010
Citi August 2003 - July 2007
Hertz July 2000 - August 2003
Skills
Banking, Loans, Credit, Credit Analysis, Risk Management, Finance, Leadership, Consumer Lending, Microsoft Office, Credit Risk, Government, Coaching, Policy
Education
California State University-East Bay 2010 — 2012
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
California State University, Fresno 1995 — 1999
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Jaime Ross Jaime Ross's Union Bank Experience October 2011 - Present
Job Marketing Sales Support Professional at Union Bank
Industry Banking
Experience
JLR Design & Marketing October 2013 - Present
Union Bank October 2011 - Present
Union Bank August 2009 - October 2011
Union Bank October 2003 - August 2009
Skills
Retail Banking, Credit, Loans, Banking, Management, Strategic Leadership, Time Management, meticulous, Thorough, Self Driven, Leadership, Program Management, Sales, Small Business Lending, Strategic Planning, Training, Self-driven, Marketing Strategy, Cross Selling, Relationship Management, Branch Management, Social Media, Branch Banking, Team Building, Sales Management, Business Development, Strategy, Customer Experience, Business Planning, Team Leadership
Education
California State University-Fresno 1998 — 2005
Bachelor of Arts, Liberal Studies
Sierra High School 1994 — 1998
Diploma
JLR Design & Marketing October 2013 - Present
Union Bank October 2011 - Present
Union Bank August 2009 - October 2011
Union Bank October 2003 - August 2009
Skills
Retail Banking, Credit, Loans, Banking, Management, Strategic Leadership, Time Management, meticulous, Thorough, Self Driven, Leadership, Program Management, Sales, Small Business Lending, Strategic Planning, Training, Self-driven, Marketing Strategy, Cross Selling, Relationship Management, Branch Management, Social Media, Branch Banking, Team Building, Sales Management, Business Development, Strategy, Customer Experience, Business Planning, Team Leadership
Education
California State University-Fresno 1998 — 2005
Bachelor of Arts, Liberal Studies
Sierra High School 1994 — 1998
Diploma
Jason Showalter Jason Showalter's Union Bank Experience May 2013 - May 2014
Job Loan Originator at PrimeLending, NMLS 1196851
Industry Financial Services
Experience
PrimeLending April 2015 - Present
American Pacific Mortgage May 2014 - April 2015
Union Bank May 2013 - May 2014
Starbucks February 2011 - July 2013
Skills
Customer Service, Customer Satisfaction, Customer Retention, Customer Oriented, Long-term Customer..., Customer Engagement, Sales, Branch Banking, Listening to customers, Reading Comprehension, Oral Comprehension, Computer Proficiency, Cash Handling Experience, Phone Etiquette, Data Entry, Telephone Skills, Time Management
Education
California State University-East Bay
California State University-East Bay
I bought from you.
Solano Community College
PrimeLending April 2015 - Present
American Pacific Mortgage May 2014 - April 2015
Union Bank May 2013 - May 2014
Starbucks February 2011 - July 2013
Skills
Customer Service, Customer Satisfaction, Customer Retention, Customer Oriented, Long-term Customer..., Customer Engagement, Sales, Branch Banking, Listening to customers, Reading Comprehension, Oral Comprehension, Computer Proficiency, Cash Handling Experience, Phone Etiquette, Data Entry, Telephone Skills, Time Management
Education
California State University-East Bay
California State University-East Bay
I bought from you.
Solano Community College
Michael R. Ong Michael R. Ong's Union Bank Experience 1973 - 1978
Job Managing Director, Burke Capital Corporation
Industry Financial Services
Experience
Burke Capital Corporation January 2011 - Present
Focus Business Bank August 2014 - August 2015
Heritage Bank of Commerce August 2008 - December 2010
First Bank March 2007 - August 2008
Comerica Bank 1984 - 2007
Wells Fargo 1978 - 1984
Union Bank 1973 - 1978
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Risk Management, Asset Based Lending, Middle Market, Cash Flow Lending, Financial Structuring, Debt Restructuring, Credit Analysis, Managerial Finance, Restructuring, Commercial Lending, Credit Risk, Small Business Lending, Commercial Mortgages, Financial Institutions, Structured Finance, Syndications, Commercial Finance, Securitization, Financial Risk, Funding, Management, Treasury Management, Trade Finance, Loan Origination, Leveraged Finance, Cash Management, Operational Risk, Turn Around Management, Loan Portfolio Analysis, Problem Management, Problem Analysis, Financial Services, Executive Management, Financial Analysis, Banking, Underwriting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
Executive Award Certificate, The Graduate School of Credit and Financial Management (GSCFM)
University of Southern California 1972 — 1973
Master of Business Administration (MBA)
California State University-Fullerton 1970 — 1972
Bachelor's degree, Accounting
Burke Capital Corporation January 2011 - Present
Focus Business Bank August 2014 - August 2015
Heritage Bank of Commerce August 2008 - December 2010
First Bank March 2007 - August 2008
Comerica Bank 1984 - 2007
Wells Fargo 1978 - 1984
Union Bank 1973 - 1978
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Risk Management, Asset Based Lending, Middle Market, Cash Flow Lending, Financial Structuring, Debt Restructuring, Credit Analysis, Managerial Finance, Restructuring, Commercial Lending, Credit Risk, Small Business Lending, Commercial Mortgages, Financial Institutions, Structured Finance, Syndications, Commercial Finance, Securitization, Financial Risk, Funding, Management, Treasury Management, Trade Finance, Loan Origination, Leveraged Finance, Cash Management, Operational Risk, Turn Around Management, Loan Portfolio Analysis, Problem Management, Problem Analysis, Financial Services, Executive Management, Financial Analysis, Banking, Underwriting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
Executive Award Certificate, The Graduate School of Credit and Financial Management (GSCFM)
University of Southern California 1972 — 1973
Master of Business Administration (MBA)
California State University-Fullerton 1970 — 1972
Bachelor's degree, Accounting
Steve LeVá Steve LeVá's Union Bank Experience January 2012 - Present
Job Senior Vice President Senior Relationship Manager at 1st Capital Bank
Industry Banking
Experience
1st Capital Bank February 2015 - Present
Union Bank January 2012 - Present
Wells Fargo Bank - Commercial Banking Group 1998 - 2011
Farm Credit West 1976 - 1983
Skills
Middle Market -..., Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Small Business Lending, Banking, Portfolio Management, Lines Of Credit, Treasury Management, Credit Risk, Asset Based Lending, Cash Management, Financial Analysis, Loan Origination, Underwriting, Retail Banking, Mortgage Lending, Investments, Risk Management, Business Strategy, Strategic Planning
Education
California State University-Fresno 1973 — 1977
BS, Admistration - Finance
1st Capital Bank February 2015 - Present
Union Bank January 2012 - Present
Wells Fargo Bank - Commercial Banking Group 1998 - 2011
Farm Credit West 1976 - 1983
Skills
Middle Market -..., Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Small Business Lending, Banking, Portfolio Management, Lines Of Credit, Treasury Management, Credit Risk, Asset Based Lending, Cash Management, Financial Analysis, Loan Origination, Underwriting, Retail Banking, Mortgage Lending, Investments, Risk Management, Business Strategy, Strategic Planning
Education
California State University-Fresno 1973 — 1977
BS, Admistration - Finance
Michelle Holman Michelle Holman's Union Bank Experience August 2000 - July 2002
Job HR Analyst
Industry Human Resources
Experience
Providence Health & Services June 2014 - December 2014
Level Up Tutoring June 2006 - June 2013
U.S. Navy Contractor September 2002 - February 2005
Union Bank August 2000 - July 2002
Skills
Microsoft Excel, Business Objects, Vlookup, Oracle Applications, Reporting & Analysis, SQL, Taleo, Kronos, Crystal Reports, Relational Databases, MS Excel Pivot Tables, Access, Excel Dashboards, Business Intelligence, Nonprofits, Recruiting, Human Resources, Applicant Tracking..., Staff Management, Database Administration, Business Analysis, Database Design, Bullhorn Reach, Microsoft Word, PowerPoint, Computer Software..., Project Management, Microsoft Project, Training, Financial Analysis, Leadership, Sales, Strategic Planning
Education
Villanova University 2013 — 2015
M.S. HRD, Human Resources Development
California State University-Fresno
Bachelor of Science (B.S.), Information Technology
Providence Health & Services June 2014 - December 2014
Level Up Tutoring June 2006 - June 2013
U.S. Navy Contractor September 2002 - February 2005
Union Bank August 2000 - July 2002
Skills
Microsoft Excel, Business Objects, Vlookup, Oracle Applications, Reporting & Analysis, SQL, Taleo, Kronos, Crystal Reports, Relational Databases, MS Excel Pivot Tables, Access, Excel Dashboards, Business Intelligence, Nonprofits, Recruiting, Human Resources, Applicant Tracking..., Staff Management, Database Administration, Business Analysis, Database Design, Bullhorn Reach, Microsoft Word, PowerPoint, Computer Software..., Project Management, Microsoft Project, Training, Financial Analysis, Leadership, Sales, Strategic Planning
Education
Villanova University 2013 — 2015
M.S. HRD, Human Resources Development
California State University-Fresno
Bachelor of Science (B.S.), Information Technology
Joseph Livesey Joseph Livesey's Union Bank Experience June 2012 - February 2015
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Freelance coaching January 2009 - Present
JP Morgan Chase Bank, N.A. February 2015 - Present
Union Bank June 2012 - February 2015
Starbucks June 2005 - June 2012
Superior Education 2007 - 2009
Education
California State University-Fullerton 2008 — 2010
Linguistics
University of California, Irvine 2002 — 2005
Civil Engineering
Freelance coaching January 2009 - Present
JP Morgan Chase Bank, N.A. February 2015 - Present
Union Bank June 2012 - February 2015
Starbucks June 2005 - June 2012
Superior Education 2007 - 2009
Education
California State University-Fullerton 2008 — 2010
Linguistics
University of California, Irvine 2002 — 2005
Civil Engineering
Jolene Akin Jolene Akin's Union Bank Experience April 2014 - Present
Job AML Investigator at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank September 2012 - April 2014
Combs Reporting, Inc June 2008 - September 2012
ATI Architects and Engineers January 2008 - May 2008
Oakland Raiders Organization August 2007 - January 2008
Skills
Photoshop, InDesign, Illustrator, Marketing, Administrative..., Executive..., Journalism, Editing, Customer Service, Accounts Receivable, Office Management, Management, Financial Analysis, Banking, Risk Management, Analysis, Event Planning, Microsoft Office, PowerPoint, Time Management, Research, Outlook, Public Speaking
Education
University of Massachusetts Lowell 2013 — 2015
Master's degree, Criminal Justice
California State University-Hayward 2005 — 2008
Bachelor’s Degree, Mass Communication
Union Bank April 2014 - Present
Union Bank September 2012 - April 2014
Combs Reporting, Inc June 2008 - September 2012
ATI Architects and Engineers January 2008 - May 2008
Oakland Raiders Organization August 2007 - January 2008
Skills
Photoshop, InDesign, Illustrator, Marketing, Administrative..., Executive..., Journalism, Editing, Customer Service, Accounts Receivable, Office Management, Management, Financial Analysis, Banking, Risk Management, Analysis, Event Planning, Microsoft Office, PowerPoint, Time Management, Research, Outlook, Public Speaking
Education
University of Massachusetts Lowell 2013 — 2015
Master's degree, Criminal Justice
California State University-Hayward 2005 — 2008
Bachelor’s Degree, Mass Communication
Josh Christopher Josh Christopher's Union Bank Experience August 2013 - Present
Job Assistant Vice President, Treasury Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank August 2013 - Present
Union Bank September 2011 - August 2013
Sprint-Nextel 2006 - October 2011
Nextel Communications 2004 - 2006
Skills
Telecommunications, Account Management, Strategic Planning, Process Improvement, Team Leadership
Education
California State University-Chico 2000 — 2003
Bachelor of Science, Business Administration, Marketing
Union Bank August 2013 - Present
Union Bank September 2011 - August 2013
Sprint-Nextel 2006 - October 2011
Nextel Communications 2004 - 2006
Skills
Telecommunications, Account Management, Strategic Planning, Process Improvement, Team Leadership
Education
California State University-Chico 2000 — 2003
Bachelor of Science, Business Administration, Marketing
Nancy Swanson Nancy Swanson's Union Bank Experience October 2013 - Present
Job Private Bank Associate at Union Bank
Industry Consumer Goods
Experience
Union Bank October 2013 - Present
Nancy Swanson Design July 1990 - Present
Santa Barbara Surgery Center February 2010 - September 2013
Foothill Entertainment, Inc. 2004 - 2012
Jaqua Beauty January 2007 - November 2009
Patagonia November 1990 - January 2007
Apple Computer May 1986 - May 1990
Skills
Graphic Design, Advertising, Adobe Creative Suite, Art Direction, Packaging, Concept Development, Image Manipulation, Microsoft Office, Human Resources, Payroll, Accounts Payable, Credentialing, Web Project Management, Executive...
Education
California State University-Chico 1971 — 1975
BA, Graphic Design
Union Bank October 2013 - Present
Nancy Swanson Design July 1990 - Present
Santa Barbara Surgery Center February 2010 - September 2013
Foothill Entertainment, Inc. 2004 - 2012
Jaqua Beauty January 2007 - November 2009
Patagonia November 1990 - January 2007
Apple Computer May 1986 - May 1990
Skills
Graphic Design, Advertising, Adobe Creative Suite, Art Direction, Packaging, Concept Development, Image Manipulation, Microsoft Office, Human Resources, Payroll, Accounts Payable, Credentialing, Web Project Management, Executive...
Education
California State University-Chico 1971 — 1975
BA, Graphic Design
Susie Figueroa Susie Figueroa's Union Bank Experience June 2004 - June 2005
Job Senior Loan Administrator at US Bank Commercial Real Estate
Industry Banking
Experience
US Bank June 2005 - Present
Union Bank June 2004 - June 2005
Wells Fargo Bank August 2001 - October 2003
Wells Fargo Bank January 1998 - June 2001
Wells Fargo Financial 1994 - 1997
Skills
Real Estate, Credit, Loans, Due Diligence, Title Review, Syndications, Bond Transactions, Construction Loan..., Construction Loans, Leases, Lines Of Credit, Term Loans, Appraisal Review, Environmental Report..., Cost Analysis Review, PML Report Review, Property Condition...
Education
California State University-Dominguez Hills
BS, Business Administration
California State University-Dominguez Hills
BA, History
California State University-Dominguez Hills
MA, Humanities
US Bank June 2005 - Present
Union Bank June 2004 - June 2005
Wells Fargo Bank August 2001 - October 2003
Wells Fargo Bank January 1998 - June 2001
Wells Fargo Financial 1994 - 1997
Skills
Real Estate, Credit, Loans, Due Diligence, Title Review, Syndications, Bond Transactions, Construction Loan..., Construction Loans, Leases, Lines Of Credit, Term Loans, Appraisal Review, Environmental Report..., Cost Analysis Review, PML Report Review, Property Condition...
Education
California State University-Dominguez Hills
BS, Business Administration
California State University-Dominguez Hills
BA, History
California State University-Dominguez Hills
MA, Humanities
Paige Ortega Paige Ortega's Union Bank Experience July 2012 - Present
Job Branch Service Specialist at Union Bank
Industry Human Resources
Experience
Union Bank July 2012 - Present
Bodi's Java July 2007 - July 2012
Skills
Management, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Public Speaking, Marketing, Teamwork, Research
Education
California State University-Hayward 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Minot State University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Union Bank July 2012 - Present
Bodi's Java July 2007 - July 2012
Skills
Management, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Public Speaking, Marketing, Teamwork, Research
Education
California State University-Hayward 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Minot State University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Kristian Abuda's Union Bank Experience July 2011 - January 2013
Job Vending Solution Sales at Fastenal
Industry Warehousing
Experience
Fastenal June 2015 - Present
Fastenal August 2013 - June 2015
Self-Employed October 2010 - May 2015
California's Great America July 2013 - August 2013
Union Bank July 2011 - January 2013
Skills
Management, Advertising, Customer Service, Sales, Music, Marketing Strategy, Communication, Adaptability, Store Management, Music Production, Banking, Teamwork, Microsoft Excel, Public Speaking
Education
California State University-East Bay 2010 — 2014
B.S. (In Progress), Business Administration - Marketing Management and Corporate Management
Fastenal June 2015 - Present
Fastenal August 2013 - June 2015
Self-Employed October 2010 - May 2015
California's Great America July 2013 - August 2013
Union Bank July 2011 - January 2013
Skills
Management, Advertising, Customer Service, Sales, Music, Marketing Strategy, Communication, Adaptability, Store Management, Music Production, Banking, Teamwork, Microsoft Excel, Public Speaking
Education
California State University-East Bay 2010 — 2014
B.S. (In Progress), Business Administration - Marketing Management and Corporate Management
Dennis Johnson Dennis Johnson's Union Bank Experience 2009 - 2011
Job Solutions Consultant at DataBank IMX
Industry Financial Services
Experience
DataBank IMX November 2014 - Present
U.S. Bank October 2014 - Present
California United Bank February 2012 - July 2013
OneWest Bank October 2011 - February 2012
OWB 2010 - 2011
OWB 2010 - 2011
OWB 2010 - 2011
Union Bank 2009 - 2011
American Business Bank 2006 - 2009
Union Bank 2002 - 2006
Skills
Portfolio Management, Commercial Banking, Commercial Lending, Banking, Credit, Loans, Small Business Lending, Investments, Asset Based Lending
Education
California Bankers Association
Commercial Lending School
San Diego State University-California State University
California State University-Hayward
BA English Lit
DataBank IMX November 2014 - Present
U.S. Bank October 2014 - Present
California United Bank February 2012 - July 2013
OneWest Bank October 2011 - February 2012
OWB 2010 - 2011
OWB 2010 - 2011
OWB 2010 - 2011
Union Bank 2009 - 2011
American Business Bank 2006 - 2009
Union Bank 2002 - 2006
Skills
Portfolio Management, Commercial Banking, Commercial Lending, Banking, Credit, Loans, Small Business Lending, Investments, Asset Based Lending
Education
California Bankers Association
Commercial Lending School
San Diego State University-California State University
California State University-Hayward
BA English Lit
Patricia Tamayo Patricia Tamayo's Union Bank Experience May 2010 - April 2015
Job RE/MAX Masters
Industry Real Estate
Experience
RE/MAX Masters April 2015 - Present
Union Bank May 2010 - April 2015
Los Angeles Unified School District July 2006 - May 2010
Scream Shoe Shop August 2004 - December 2006
Skills
Management, Program Management, Budgets, Employee Training, Troubleshooting, Customer Service, Treasury Management, Auditing, Databases, Banking, Retail Banking, Credit, Treasury Services, Commercial Banking, Nonprofits, Cash Management, Branch Banking, Outlook, Cross Selling, Finance, Analysis, Operational Risk, Operational Risk..., Microsoft Excel, Data Entry, Internet Banking, Financial Services, Team Management, Financial Institutions, Employee Engagement, Training, Process Improvement
Education
California State University-Dominguez Hills 2005 — 2009
Bachelor of Science- Business Administration, Human Resource Management
RE/MAX Masters April 2015 - Present
Union Bank May 2010 - April 2015
Los Angeles Unified School District July 2006 - May 2010
Scream Shoe Shop August 2004 - December 2006
Skills
Management, Program Management, Budgets, Employee Training, Troubleshooting, Customer Service, Treasury Management, Auditing, Databases, Banking, Retail Banking, Credit, Treasury Services, Commercial Banking, Nonprofits, Cash Management, Branch Banking, Outlook, Cross Selling, Finance, Analysis, Operational Risk, Operational Risk..., Microsoft Excel, Data Entry, Internet Banking, Financial Services, Team Management, Financial Institutions, Employee Engagement, Training, Process Improvement
Education
California State University-Dominguez Hills 2005 — 2009
Bachelor of Science- Business Administration, Human Resource Management
Steve Subotich Steve Subotich's Union Bank Experience December 2003 - August 2005
Job Manager at Walgreens
Industry Retail
Experience
Fastenal February 2014 - June 2014
Walgreens October 2006 - February 2014
Wells Fargo Financial September 2005 - March 2006
Union Bank December 2003 - August 2005
Skills
Employee Relations, Employee Training, Marketing, Sales, Operations Management, Customer Service, Time Management, Teamwork, Project Planning, Merchandising, Recruiting, Management, Team Building
Education
California State University-Fresno 2002 — 2004
Business Administration, Marketing
Fresno City College 1999 — 2001
Associate of Arts, General Studies
Fastenal February 2014 - June 2014
Walgreens October 2006 - February 2014
Wells Fargo Financial September 2005 - March 2006
Union Bank December 2003 - August 2005
Skills
Employee Relations, Employee Training, Marketing, Sales, Operations Management, Customer Service, Time Management, Teamwork, Project Planning, Merchandising, Recruiting, Management, Team Building
Education
California State University-Fresno 2002 — 2004
Business Administration, Marketing
Fresno City College 1999 — 2001
Associate of Arts, General Studies
John Rissling's Union Bank Experience November 2011 - Present
Job Managing Director Region Sales Manager Residential Lending at Union Bank
Industry Financial Services
Experience
Union Bank November 2011 - Present
J.P. Morgan Chase November 2009 - November 2011
Doheny Appraisal November 2008 - November 2009
Downey Savings February 2007 - November 2008
Wachovia Bank May 1993 - February 2007
Education
California State University-Fullerton 1987 — 1993
BA, Business Administration - Finance
Union Bank November 2011 - Present
J.P. Morgan Chase November 2009 - November 2011
Doheny Appraisal November 2008 - November 2009
Downey Savings February 2007 - November 2008
Wachovia Bank May 1993 - February 2007
Education
California State University-Fullerton 1987 — 1993
BA, Business Administration - Finance
Marie Minardi-Gale's Union Bank Experience 2007 - August 2015
Job Business Manager | Administration | Finance | Operations
Industry Legal Services
Experience
Union Bank 2007 - August 2015
Mastromonaco and Associates 2006 - 2007
Pacific Land Services 2003 - 2006
Nexant 1989 - 2003
Skills
Human Resources, Finance, Strategic Planning, Analysis, Administration, Management, Organizational..., Project Management, Mergers & Acquisitions, Strategy, Consulting
Education
California State University-Hayward
Bachelor of Arts (BA), Psychology, Summa Cum Laude
Skills / Expertise
Union Bank 2007 - August 2015
Mastromonaco and Associates 2006 - 2007
Pacific Land Services 2003 - 2006
Nexant 1989 - 2003
Skills
Human Resources, Finance, Strategic Planning, Analysis, Administration, Management, Organizational..., Project Management, Mergers & Acquisitions, Strategy, Consulting
Education
California State University-Hayward
Bachelor of Arts (BA), Psychology, Summa Cum Laude
Skills / Expertise
Han Lien's Union Bank Experience August 2010 - December 2010
Job Marketing & Information Systems Analyst at GKN Aerospace
Industry Aviation & Aerospace
Experience
GKN Aerospace September 2013 - Present
American Marketing Association July 2013 - July 2014
GKN Aerospace March 2012 - August 2013
American Marketing Association December 2012 - July 2013
Union Bank August 2010 - December 2010
Target September 2007 - May 2010
Allergan January 2009 - May 2009
Bamboo Bamboo, Aliso May 2006 - August 2007
Skills
Management, Customer Service, Advertising, Social Networking, Microsoft Excel, Social Media, Marketing, Leadership, Marketing Research, WordPress, CSS, CRM, Microsoft Office, Photoshop, Time Management, Sales, Project Coordination, Marketing Strategy, Teamwork, HTML, Social Media Marketing, Project Management, Business Development, Strategic Planning, Product Marketing
Education
California State University-Fullerton 2011 — 2014
Bachelor of Arts in Business Administration, Marketing
Riverside City College 2010 — 2011
Business, Business Management
Saddleback College 2009 — 2010
Business, General Education
Coastline Regional Occupational 2007 — 2009
Certificate, Business/Web/Auto
GKN Aerospace September 2013 - Present
American Marketing Association July 2013 - July 2014
GKN Aerospace March 2012 - August 2013
American Marketing Association December 2012 - July 2013
Union Bank August 2010 - December 2010
Target September 2007 - May 2010
Allergan January 2009 - May 2009
Bamboo Bamboo, Aliso May 2006 - August 2007
Skills
Management, Customer Service, Advertising, Social Networking, Microsoft Excel, Social Media, Marketing, Leadership, Marketing Research, WordPress, CSS, CRM, Microsoft Office, Photoshop, Time Management, Sales, Project Coordination, Marketing Strategy, Teamwork, HTML, Social Media Marketing, Project Management, Business Development, Strategic Planning, Product Marketing
Education
California State University-Fullerton 2011 — 2014
Bachelor of Arts in Business Administration, Marketing
Riverside City College 2010 — 2011
Business, Business Management
Saddleback College 2009 — 2010
Business, General Education
Coastline Regional Occupational 2007 — 2009
Certificate, Business/Web/Auto
James Tunnicliffe James Tunnicliffe's Union Bank Experience 1982 - 1988
Job Sr. Software QA Engineer at Symantec
Industry Information Technology and Services
Experience
Symantec Corporation March 2014 - Present
Webalo August 2010 - February 2014
Investment Technology Group April 2000 - December 2009
Inference 1988 - 2000
Union Bank 1982 - 1988
Hunt-Wesson Foods 1978 - 1982
Skills
Client/server, C#, Perl, SQL, Unix, Silverlight, WPF, .NET, Python, Visual Basic, HTML, Scripting, Trading Systems, XML, Java, Microsoft SQL Server, Software Project..., Databases
Education
California State University-Fullerton 1976 — 1979
Symantec Corporation March 2014 - Present
Webalo August 2010 - February 2014
Investment Technology Group April 2000 - December 2009
Inference 1988 - 2000
Union Bank 1982 - 1988
Hunt-Wesson Foods 1978 - 1982
Skills
Client/server, C#, Perl, SQL, Unix, Silverlight, WPF, .NET, Python, Visual Basic, HTML, Scripting, Trading Systems, XML, Java, Microsoft SQL Server, Software Project..., Databases
Education
California State University-Fullerton 1976 — 1979
Paul C. Hart Paul C. Hart's Union Bank Experience 2007 - 2010
Job Available IT Dir Business Partner | ITILITSM | Operations | PMO | Systems
Industry Information Technology and Services
Experience
H-2-H Consulting 2013 - Present
Fireman's Fund Insurance Company 2012 - 2013
Ingram Micro 2011 - 2012
Service-now.com 2011 - 2011
Union Bank 2007 - 2010
First American Corp. 2006 - 2007
New Century Mortgage 2004 - 2006
New Century Mortgage 2004 - 2006
factory 2-U 2003 - 2004
CSAA - AAA 2002 - 2002
Skills
IT Management, Vendor Management, ITIL, Performance Tuning, Metrics, Process Improvement, Insurance, Customer Experience, Account Management, IT Service Management, Business Analysis, SDLC, Change Management, IT Strategy, Leadership, Strategic Planning, Cross-functional Team..., Disaster Recovery, Cloud Computing, Data Center, Enterprise Architecture, CRM, Strategy, Strategic Partnerships, Program Management, Project Management, Management, Software Documentation, Troubleshooting, Business Intelligence, Software Development, ERP, Business Process, Business Process..., Product Management, Training, SaaS, Security, Outsourcing, Networking, Enterprise Software, Team Building, Integration, Analysis, Professional Services, Risk Management, Governance, Quality Assurance, Project Planning, Information Technology
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2003
SQL Programing
California State University-Hayward 1985 — 1987
Bachelor of Science (BS)
H-2-H Consulting 2013 - Present
Fireman's Fund Insurance Company 2012 - 2013
Ingram Micro 2011 - 2012
Service-now.com 2011 - 2011
Union Bank 2007 - 2010
First American Corp. 2006 - 2007
New Century Mortgage 2004 - 2006
New Century Mortgage 2004 - 2006
factory 2-U 2003 - 2004
CSAA - AAA 2002 - 2002
Skills
IT Management, Vendor Management, ITIL, Performance Tuning, Metrics, Process Improvement, Insurance, Customer Experience, Account Management, IT Service Management, Business Analysis, SDLC, Change Management, IT Strategy, Leadership, Strategic Planning, Cross-functional Team..., Disaster Recovery, Cloud Computing, Data Center, Enterprise Architecture, CRM, Strategy, Strategic Partnerships, Program Management, Project Management, Management, Software Documentation, Troubleshooting, Business Intelligence, Software Development, ERP, Business Process, Business Process..., Product Management, Training, SaaS, Security, Outsourcing, Networking, Enterprise Software, Team Building, Integration, Analysis, Professional Services, Risk Management, Governance, Quality Assurance, Project Planning, Information Technology
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2003
SQL Programing
California State University-Hayward 1985 — 1987
Bachelor of Science (BS)
Aaron Bradford Aaron Bradford's Union Bank Experience August 2004 - January 2009
Job Director at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial February 2009 - Present
Union Bank August 2004 - January 2009
CNA Insurance May 2000 - July 2004
First American April 1999 - April 2000
Skills
Banking, Business Analysis, Business Development, IT Strategy, Vendor Management, Process Improvement, Risk Management, Change Management, Team Building, Marketing Strategy, Management Consulting, Management, Team Leadership, Business Intelligence, SDLC, Requirements Analysis, Project Management, Business Strategy, Enterprise Architecture, Business Process..., Program Management, Strategic Planning, Cloud Computing, IT Management, Project Planning, Information Technology, Integration, Software Development, Project Portfolio..., PMO, Software Project..., Financial Services
Education
California State University-Long Beach 2001 — 2003
MA, Philosophy
California State University-Fullerton 1995 — 1999
BA, Economics, Philosophy
Prudential Financial February 2009 - Present
Union Bank August 2004 - January 2009
CNA Insurance May 2000 - July 2004
First American April 1999 - April 2000
Skills
Banking, Business Analysis, Business Development, IT Strategy, Vendor Management, Process Improvement, Risk Management, Change Management, Team Building, Marketing Strategy, Management Consulting, Management, Team Leadership, Business Intelligence, SDLC, Requirements Analysis, Project Management, Business Strategy, Enterprise Architecture, Business Process..., Program Management, Strategic Planning, Cloud Computing, IT Management, Project Planning, Information Technology, Integration, Software Development, Project Portfolio..., PMO, Software Project..., Financial Services
Education
California State University-Long Beach 2001 — 2003
MA, Philosophy
California State University-Fullerton 1995 — 1999
BA, Economics, Philosophy
Jackolyn King Jackolyn King's Union Bank Experience February 1998 - February 2011
Job Founder, CoOwner at KAN Bookkeeping & Business Services, LLC
Industry Accounting
Experience
KAN Bookkeeping & Business Services, LLC March 2013 - Present
Union Bank February 1998 - February 2011
Wells Fargo Bank February 1968 - December 1991
Skills
Commercial Loan..., Construction..., Business Management, Compliance - Federal..., Non-profit..., Non-profit Board..., Nonprofit Finance and..., Insurance - Commercial..., Developing Procedural..., Management, Real Estate, Loans, Insurance, Nonprofits, Accounting, Microsoft Office, Event Planning, Team Building, Banking, Leadership, Risk Management, Public Speaking
Education
California State University-Dominguez Hills 1980 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Paine College 1964 — 1968
Transfered, Elementary Education and Teaching
KAN Bookkeeping & Business Services, LLC March 2013 - Present
Union Bank February 1998 - February 2011
Wells Fargo Bank February 1968 - December 1991
Skills
Commercial Loan..., Construction..., Business Management, Compliance - Federal..., Non-profit..., Non-profit Board..., Nonprofit Finance and..., Insurance - Commercial..., Developing Procedural..., Management, Real Estate, Loans, Insurance, Nonprofits, Accounting, Microsoft Office, Event Planning, Team Building, Banking, Leadership, Risk Management, Public Speaking
Education
California State University-Dominguez Hills 1980 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Paine College 1964 — 1968
Transfered, Elementary Education and Teaching
Douglas Enfinger Douglas Enfinger's Union Bank Experience February 2010 - December 2010
Job Business Systems Analyst at Simplicity Consulting
Industry Information Technology and Services
Experience
Simplicity Consulting August 2014 - Present
Adaptive Technology Group, LLC June 2014 - July 2014
Overlake Hospital February 2014 - April 2014
Various August 2011 - December 2013
Field Solutions, LLC September 2012 - February 2013
Toyota Financial Services January 2011 - April 2011
Union Bank February 2010 - December 2010
Microsoft May 2009 - October 2009
Microsoft February 2008 - February 2009
Carat USA July 2006 - July 2007
Education
California State University-Fullerton 2000 — 2005
BA
Simplicity Consulting August 2014 - Present
Adaptive Technology Group, LLC June 2014 - July 2014
Overlake Hospital February 2014 - April 2014
Various August 2011 - December 2013
Field Solutions, LLC September 2012 - February 2013
Toyota Financial Services January 2011 - April 2011
Union Bank February 2010 - December 2010
Microsoft May 2009 - October 2009
Microsoft February 2008 - February 2009
Carat USA July 2006 - July 2007
Education
California State University-Fullerton 2000 — 2005
BA
Andrea Lenox Andrea Lenox's Union Bank Experience November 2010 - February 2015
Job Director, Treasury Risk at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Jim Nam Jim Nam's Union Bank Experience April 1994 - February 2000
Job Director of Business Development at First UX
Industry Information Technology and Services
Experience
First UX January 2015 - Present
LittleSportFan.com January 2006 - May 2015
SYNET July 2013 - April 2014
Dimension Funding May 2000 - December 2005
Union Bank April 1994 - February 2000
Skills
Banking, Customer Relations, Sales Management, Strategic Planning, Public Relations, Customer Service, Budgeting, New Business Development, Financial Analysis, Account Management, Credit, Investments, Business Strategy, Marketing Strategy, Team Building, Product Development, Financial Planning, Coaching, Accounting, Business Planning, Social Media, Problem Solving, Research, Advertising, Online Marketing, Market Research, Business Analysis, Budgets, Multi-channel Marketing, Multi-channel Retail, Online Advertising, Marketing, Strategic Financial..., E-commerce, Leadership, Negotiation, Sales, Social Media Marketing, SEO, Small Business, Strategy
Education
California State University-Fullerton 2001 — 2005
B.S., Business and Marketing
First UX January 2015 - Present
LittleSportFan.com January 2006 - May 2015
SYNET July 2013 - April 2014
Dimension Funding May 2000 - December 2005
Union Bank April 1994 - February 2000
Skills
Banking, Customer Relations, Sales Management, Strategic Planning, Public Relations, Customer Service, Budgeting, New Business Development, Financial Analysis, Account Management, Credit, Investments, Business Strategy, Marketing Strategy, Team Building, Product Development, Financial Planning, Coaching, Accounting, Business Planning, Social Media, Problem Solving, Research, Advertising, Online Marketing, Market Research, Business Analysis, Budgets, Multi-channel Marketing, Multi-channel Retail, Online Advertising, Marketing, Strategic Financial..., E-commerce, Leadership, Negotiation, Sales, Social Media Marketing, SEO, Small Business, Strategy
Education
California State University-Fullerton 2001 — 2005
B.S., Business and Marketing
Jeff Tuck Jeff Tuck's Union Bank Experience February 2009 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank February 2009 - Present
Union Bank January 2007 - February 2009
Union Bank September 2005 - January 2007
Education
California State University, Fresno 1995 — 1998
Bachelor’s Degree, Liberal Studies, Creative Writing emphasis
Union Bank February 2009 - Present
Union Bank January 2007 - February 2009
Union Bank September 2005 - January 2007
Education
California State University, Fresno 1995 — 1998
Bachelor’s Degree, Liberal Studies, Creative Writing emphasis
Brianna Murphy's Union Bank Experience January 2015 - Present
Job Bank Teller
Industry Banking
Experience
Union Bank January 2015 - Present
LEGOLAND California Resort May 2013 - September 2014
California State University, Dominguez Hills August 2011 - June 2012
Total Woman Gym + Spa May 2011 - August 2011
Skills
Data Entry, Cpr Certified, Public Speaking, Event Planning, Non-profits, Customer Service, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Sales, Social Networking, Leadership, Time Management, Community Outreach, Teamwork
Education
California State University-Dominguez Hills 2010 — 2013
Bachelor of Science (B.S.), Public Administration
MiraCosta College 2007 — 2010
Associates Degree, General Studies
Union Bank January 2015 - Present
LEGOLAND California Resort May 2013 - September 2014
California State University, Dominguez Hills August 2011 - June 2012
Total Woman Gym + Spa May 2011 - August 2011
Skills
Data Entry, Cpr Certified, Public Speaking, Event Planning, Non-profits, Customer Service, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Sales, Social Networking, Leadership, Time Management, Community Outreach, Teamwork
Education
California State University-Dominguez Hills 2010 — 2013
Bachelor of Science (B.S.), Public Administration
MiraCosta College 2007 — 2010
Associates Degree, General Studies
Dee Young-Dunn, P.M.P Dee Young-Dunn, P.M.P's Union Bank Experience December 2010 - August 2012
Job Vice President, Acquisition Integration Adminisrator at MUFG Americas
Industry Financial Services
Experience
MUFG Americas August 2012 - Present
Union Bank December 2010 - August 2012
Union Bank September 2007 - December 2010
Union Bank October 2004 - September 2007
Sempra Energy January 2001 - October 2004
Skills
Integration, Disaster Recovery, Enterprise Architecture, Process Improvement, Project Management, PMO, Project Planning, Management, SDLC, Vendor Management, Analysis, Software Documentation, Business Analysis, Risk Management, IT Management, SharePoint, Strategy, Program Management, Software Project..., Data Center, IT Operations, Treasury Management, Treasury Services
Education
California State University-Dominguez Hills 2004 — 2004
Certificate, Project Management
Software Education of America 1998 — 1998
Certificate, MCP
California State University-Dominguez Hills 1987 — 1992
B.S., Business Admin.- Management Information Systems Concentration
MUFG Americas August 2012 - Present
Union Bank December 2010 - August 2012
Union Bank September 2007 - December 2010
Union Bank October 2004 - September 2007
Sempra Energy January 2001 - October 2004
Skills
Integration, Disaster Recovery, Enterprise Architecture, Process Improvement, Project Management, PMO, Project Planning, Management, SDLC, Vendor Management, Analysis, Software Documentation, Business Analysis, Risk Management, IT Management, SharePoint, Strategy, Program Management, Software Project..., Data Center, IT Operations, Treasury Management, Treasury Services
Education
California State University-Dominguez Hills 2004 — 2004
Certificate, Project Management
Software Education of America 1998 — 1998
Certificate, MCP
California State University-Dominguez Hills 1987 — 1992
B.S., Business Admin.- Management Information Systems Concentration
Benjamin Doktor's Union Bank Experience March 2014 - August 2015
Job
Industry Banking
Experience
Union Bank March 2014 - August 2015
VONS August 2012 - March 2014
Skills
Customer Service, Social Networking, Microsoft Office, Photography, Social Media, Photoshop, Leadership, Cash Management, Wedding Photography, Retail Banking, Data Entry, Risk Analysis, Cross Selling, Cash Balance, Food Service, Portrait Photography, Facebook, OS X, Teamwork, Time Management, Client Rapport, Sales, Event Planning, Photo Editing, Digital Photography
Education
California State University-Channel Islands 2010 — 2012
Bachelor’s Degree, Business
Ventura College 2008 — 2010
Associate's Degree, General Studies
Union Bank March 2014 - August 2015
VONS August 2012 - March 2014
Skills
Customer Service, Social Networking, Microsoft Office, Photography, Social Media, Photoshop, Leadership, Cash Management, Wedding Photography, Retail Banking, Data Entry, Risk Analysis, Cross Selling, Cash Balance, Food Service, Portrait Photography, Facebook, OS X, Teamwork, Time Management, Client Rapport, Sales, Event Planning, Photo Editing, Digital Photography
Education
California State University-Channel Islands 2010 — 2012
Bachelor’s Degree, Business
Ventura College 2008 — 2010
Associate's Degree, General Studies
Lisa MacFarland's Union Bank Experience October 2006 - July 2011
Job Customer Success Manager at Gigwalk
Industry Insurance
Experience
Gigwalk August 2013 - Present
Anthem June 2011 - Present
Union Bank October 2006 - July 2011
Skills
Insurance, Outlook, Training, Process Improvement, Data Entry, Healthcare, Health Insurance, Access, Employee Benefits, Customer Service, Account Management, customer success...
Education
California State University-Chico 2001 — 2006
Psychology
Gigwalk August 2013 - Present
Anthem June 2011 - Present
Union Bank October 2006 - July 2011
Skills
Insurance, Outlook, Training, Process Improvement, Data Entry, Healthcare, Health Insurance, Access, Employee Benefits, Customer Service, Account Management, customer success...
Education
California State University-Chico 2001 — 2006
Psychology
Janelle See's Union Bank Experience September 2014 - Present
Job Branch Service Specialist at Union Bank
Industry Higher Education
Experience
Union Bank September 2014 - Present
Pac-12 Networks October 2013 - June 2014
UCLA June 2013 - June 2014
Herbalife June 2012 - June 2014
California State University, Fullerton July 2011 - June 2013
University of Southern California January 2013 - May 2013
Fullerton College April 2012 - December 2012
Humboldt State University June 2011 - July 2011
College of the Redwoods October 2010 - June 2011
Humboldt State University July 2009 - June 2011
Skills
Higher Education, Student Development, Public Relations, Event Management, Public Speaking, Event Planning, Student Affairs, Community Outreach, Coaching, Volunteer Management, Student Engagement, Social Media, Press Releases, Student Leadership, Athletics, Mentoring, Program Evaluation, Program Development, Tutoring, Microsoft Office, Intercollegiate..., Risk Management, Communication, Quantitative Research, Qualitative Research, Budget Management
Education
California State University-Fullerton 2011 — 2013
Master's degree, Higher Education
Humboldt State University 2007 — 2011
Bachelor of Arts (B.A.), Journalism Public Relations
Union Bank September 2014 - Present
Pac-12 Networks October 2013 - June 2014
UCLA June 2013 - June 2014
Herbalife June 2012 - June 2014
California State University, Fullerton July 2011 - June 2013
University of Southern California January 2013 - May 2013
Fullerton College April 2012 - December 2012
Humboldt State University June 2011 - July 2011
College of the Redwoods October 2010 - June 2011
Humboldt State University July 2009 - June 2011
Skills
Higher Education, Student Development, Public Relations, Event Management, Public Speaking, Event Planning, Student Affairs, Community Outreach, Coaching, Volunteer Management, Student Engagement, Social Media, Press Releases, Student Leadership, Athletics, Mentoring, Program Evaluation, Program Development, Tutoring, Microsoft Office, Intercollegiate..., Risk Management, Communication, Quantitative Research, Qualitative Research, Budget Management
Education
California State University-Fullerton 2011 — 2013
Master's degree, Higher Education
Humboldt State University 2007 — 2011
Bachelor of Arts (B.A.), Journalism Public Relations
Tony G. Tran Tony G. Tran's Union Bank Experience April 2007 - September 2011
Job "I overcome my clients current financial objectives while anticipate future challenges"
Industry Banking
Experience
Comerica Bank December 2012 - Present
Prudential Insurance Company of America, Newark NJ October 2011 - January 2013
Union Bank April 2007 - September 2011
Business Network International, Referral Professionals Chapter 2007 - 2009
Capital One Bank June 2006 - April 2007
Union Bank July 2003 - May 2006
Honda World June 2002 - July 2003
Wells Fargo June 1996 - March 2002
Skills
Banking, Commercial Banking, Loans, Investments, Sales, Sales Management, New Business Development, Management, Insurance, Coaching, Retirement Planning, Small Business Lending, Credit, Cross Selling, Finance, Commercial Lending, Portfolio Management, Financial Services, Cash Management, Strategic Financial..., Team Building, Customer Service, Wealth Management, Mutual Funds, Consumer Lending, Life Insurance, Fixed Annuities, Lines Of Credit, Retail Banking, Branch Banking, Business Development, Loan Origination, Mortgage Lending, Small Business, Private Banking, Risk Management, Financial Analysis, Wealth, Deposits, Relationship Management, Financial Advisory, Treasury Management, Employee Benefits, Financial Planners, Retirement, Series 63, 401k, Investment Strategies, Executive Management, Business Planning
Education
California State University-Fullerton 2001 — 2005
Business
Orange Coast College 1997 — 2001
Business and Computer Science
Savana High School 1995 — 1996
High School Diploma, Business
Securities Training Corporation
Series 6 & 63 Life & Healh CA licenses, Securities, Stock and Bonds
Comerica Bank December 2012 - Present
Prudential Insurance Company of America, Newark NJ October 2011 - January 2013
Union Bank April 2007 - September 2011
Business Network International, Referral Professionals Chapter 2007 - 2009
Capital One Bank June 2006 - April 2007
Union Bank July 2003 - May 2006
Honda World June 2002 - July 2003
Wells Fargo June 1996 - March 2002
Skills
Banking, Commercial Banking, Loans, Investments, Sales, Sales Management, New Business Development, Management, Insurance, Coaching, Retirement Planning, Small Business Lending, Credit, Cross Selling, Finance, Commercial Lending, Portfolio Management, Financial Services, Cash Management, Strategic Financial..., Team Building, Customer Service, Wealth Management, Mutual Funds, Consumer Lending, Life Insurance, Fixed Annuities, Lines Of Credit, Retail Banking, Branch Banking, Business Development, Loan Origination, Mortgage Lending, Small Business, Private Banking, Risk Management, Financial Analysis, Wealth, Deposits, Relationship Management, Financial Advisory, Treasury Management, Employee Benefits, Financial Planners, Retirement, Series 63, 401k, Investment Strategies, Executive Management, Business Planning
Education
California State University-Fullerton 2001 — 2005
Business
Orange Coast College 1997 — 2001
Business and Computer Science
Savana High School 1995 — 1996
High School Diploma, Business
Securities Training Corporation
Series 6 & 63 Life & Healh CA licenses, Securities, Stock and Bonds
Jose Luis Kerch Sr. Jose Luis Kerch Sr.'s Union Bank Experience October 2002 - October 2004
Job Journalist / Broadcast Media Professional
Industry Broadcast Media
Experience
FOX Sports February 2015 - Present
LA Care Provider April 2014 - April 2015
LA Glamour Portraits Inc. January 2010 - April 2014
California State University, Fullerton January 2011 - December 2013
Fox Broadcasting Company January 2013 - May 2013
Titan Internet Radio January 2012 - December 2012
Rio Hondo Community College September 2010 - December 2010
Union Bank of California May 2006 - August 2008
AT&T February 2005 - March 2006
Union Bank October 2002 - October 2004
Skills
Video Editing, Final Cut Pro, Post Production, Video Production, Television, Documentaries, Broadcast, Film Production, Film, Facebook, Microsoft Office, Avid Media Composer, Healthcare Industry, Adobe Audition
Education
California State University-Fullerton 2011 — 2013
B.A, Communications Broadcast Journalism minor Radio, Tv, & Film
Glendale Community College, Glendale CA 2007 — 2010
Associate of Arts (A.A.), General Education Transfer Studies, 3.5
FOX Sports February 2015 - Present
LA Care Provider April 2014 - April 2015
LA Glamour Portraits Inc. January 2010 - April 2014
California State University, Fullerton January 2011 - December 2013
Fox Broadcasting Company January 2013 - May 2013
Titan Internet Radio January 2012 - December 2012
Rio Hondo Community College September 2010 - December 2010
Union Bank of California May 2006 - August 2008
AT&T February 2005 - March 2006
Union Bank October 2002 - October 2004
Skills
Video Editing, Final Cut Pro, Post Production, Video Production, Television, Documentaries, Broadcast, Film Production, Film, Facebook, Microsoft Office, Avid Media Composer, Healthcare Industry, Adobe Audition
Education
California State University-Fullerton 2011 — 2013
B.A, Communications Broadcast Journalism minor Radio, Tv, & Film
Glendale Community College, Glendale CA 2007 — 2010
Associate of Arts (A.A.), General Education Transfer Studies, 3.5
Andrew Anson Andrew Anson's Union Bank Experience August 2002 - August 2003
Job Director of Connections at Aviva Spectrum
Industry Management Consulting
Experience
Aviva Spectrum™ Board MemberPacific Gateway Workforce Investment BoardJune 2011 - Present
Long Beach Police Foundation 2007 - Present
Aviva Spectrum™ January 2015 - Present
Goldman Sachs 10,000 Small Businesses, Southern California Region December 2013 - July 2014
Empowered Banking, smart growth September 2003 - August 2013
Long Beach Junior Chamber January 2005 - December 2008
Long Beach Area Chamber of Commerce 2006 - 2007
Wells Fargo August 2003 - April 2005
Union Bank August 2002 - August 2003
Technology Companies February 2001 - June 2002
Skills
Banking, Board of Director..., Business Development, Business Transformation, Capital Campaigns, Change Management, Cloud Applications, Community Development, Cooking, De Novo Banking, Direct Sales, Direct Mail Campaigns, Event Planning, Fundraising, Innovation Consulting, Leadership Development, Marketing Management, Non-profit Leadership, Online Learn Management, Partner Development, Political Campaigns, Product Development, Program Development, Public Speaking, Real Estate, Sales Performance, Social Media Marketing, Startup Development, Strategic Planning, Strategic Technology..., Target Marketing, Team Leadership, Web Services, Volunteer Management, Financial Services, Management, Start-ups, Vendor Management, Managing Agency..., CRM, Marketing, Marketing Strategy, Nonprofits, Relationship Management, Strategy, Program Management, Online Marketing, Business Strategy, Entrepreneurship, Leadership
Education
California State University-Dominguez Hills
Bachelors
Orange Coast College
Associates
Aviva Spectrum™ Board MemberPacific Gateway Workforce Investment BoardJune 2011 - Present
Long Beach Police Foundation 2007 - Present
Aviva Spectrum™ January 2015 - Present
Goldman Sachs 10,000 Small Businesses, Southern California Region December 2013 - July 2014
Empowered Banking, smart growth September 2003 - August 2013
Long Beach Junior Chamber January 2005 - December 2008
Long Beach Area Chamber of Commerce 2006 - 2007
Wells Fargo August 2003 - April 2005
Union Bank August 2002 - August 2003
Technology Companies February 2001 - June 2002
Skills
Banking, Board of Director..., Business Development, Business Transformation, Capital Campaigns, Change Management, Cloud Applications, Community Development, Cooking, De Novo Banking, Direct Sales, Direct Mail Campaigns, Event Planning, Fundraising, Innovation Consulting, Leadership Development, Marketing Management, Non-profit Leadership, Online Learn Management, Partner Development, Political Campaigns, Product Development, Program Development, Public Speaking, Real Estate, Sales Performance, Social Media Marketing, Startup Development, Strategic Planning, Strategic Technology..., Target Marketing, Team Leadership, Web Services, Volunteer Management, Financial Services, Management, Start-ups, Vendor Management, Managing Agency..., CRM, Marketing, Marketing Strategy, Nonprofits, Relationship Management, Strategy, Program Management, Online Marketing, Business Strategy, Entrepreneurship, Leadership
Education
California State University-Dominguez Hills
Bachelors
Orange Coast College
Associates
Delores Goins's Union Bank Experience February 1999 - May 2001
Job Student Loan Processor at Loyola Marymount University
Industry Higher Education
Experience
Loyola Marymount University March 2004 - Present
Union Bank February 1999 - May 2001
Skills
Banking, Credit, Time Management, Mortgage Lending, Retail Banking, Finance, Microsoft Office, microsoft Word, Microsoft Excel
Education
California State University-Dominguez Hills
Liberal Arts, AmericanStudies/Interdisciplinary Studies
Loyola Marymount University March 2004 - Present
Union Bank February 1999 - May 2001
Skills
Banking, Credit, Time Management, Mortgage Lending, Retail Banking, Finance, Microsoft Office, microsoft Word, Microsoft Excel
Education
California State University-Dominguez Hills
Liberal Arts, AmericanStudies/Interdisciplinary Studies
Corey Lin Corey Lin's Union Bank Experience June 2015 - Present
Job Student Intern Business Unit Controllers (BUC)/ Commercial Lending
Industry Accounting
Experience
Union Bank June 2015 - Present
Skills
Accounting, Teamwork, Time Management, Public Speaking, Leadership, Customer Service, Auditing, Microsoft Office, Outlook, Sarbanes-Oxley Act, Internal Controls
Education
California State University, Los Angeles - College of Business and Economics 2013 — 2017
Bachelor of Science, Business Administration; Accounting, 3.78
Union Bank June 2015 - Present
Skills
Accounting, Teamwork, Time Management, Public Speaking, Leadership, Customer Service, Auditing, Microsoft Office, Outlook, Sarbanes-Oxley Act, Internal Controls
Education
California State University, Los Angeles - College of Business and Economics 2013 — 2017
Bachelor of Science, Business Administration; Accounting, 3.78
Ryan Krafczik Ryan Krafczik's Union Bank Experience July 2011 - December 2012
Job Portfolio Associate at Versant Capital Management, Inc.
Industry Investment Management
Experience
Versant Capital Management, Inc. May 2015 - Present
Insight Global September 2014 - April 2015
Union Bank July 2011 - December 2012
Arizona State University January 2011 - June 2011
Chase October 2010 - April 2011
Skills
Management, Microsoft Office, Public Speaking, Team Leadership, Leadership, Marketing, Finance, Cash Management, Sports, Banking, Team Building, Project Management, Organization, Sports Coaching, B2B Marketing, Investment Strategies, Operations Management, Client Services, Financial Planning, Financial Services, Wealth Management, Wealth Preservation, Communication
Education
California State University-Channel Islands
Bachelor's Degree, Political Science with a Minor in Business Management
Versant Capital Management, Inc. May 2015 - Present
Insight Global September 2014 - April 2015
Union Bank July 2011 - December 2012
Arizona State University January 2011 - June 2011
Chase October 2010 - April 2011
Skills
Management, Microsoft Office, Public Speaking, Team Leadership, Leadership, Marketing, Finance, Cash Management, Sports, Banking, Team Building, Project Management, Organization, Sports Coaching, B2B Marketing, Investment Strategies, Operations Management, Client Services, Financial Planning, Financial Services, Wealth Management, Wealth Preservation, Communication
Education
California State University-Channel Islands
Bachelor's Degree, Political Science with a Minor in Business Management
Marissa N. Mandle, MBA Candidate Marissa N. Mandle, MBA Candidate's Union Bank Experience May 2013 - August 2014
Job Working Lead at The Walt Disney Company
Industry Leisure, Travel & Tourism
Experience
The Walt Disney Company November 2012 - Present
Union Bank May 2013 - August 2014
KeyBank May 2010 - August 2012
US Bank July 2007 - January 2010
Walgreens September 2005 - July 2007
Skills
Management, Team Leadership, Customer Service, Sales, Marketing, Microsoft Excel, Teamwork, Time Management, Public Speaking, Analysis, Outlook, Strategic Planning, Public Relations, Banking, Retail Banking, Project Management, Cross Functional Team..., Accounting, Communication Skills, Event Management, Budgets, Finance, Risk Management, Compliance Management, Consumer Relations, Data Management, Government Regulations, Cash Handling, Internal Audit, Operations Management, Human Resources, Servant Leadership
Education
California State University-Fullerton 2015 — 2018
Master of Business Administration (M.B.A.), Organizational Leadership
Eastern Oregon University 2010 — 2012
Bachelor's of Science, Business Administration, 3.8 GPA
Mt. Hood Community College 2008 — 2010
Associates of Science: Oregon Transfer, Business Administration
The Walt Disney Company November 2012 - Present
Union Bank May 2013 - August 2014
KeyBank May 2010 - August 2012
US Bank July 2007 - January 2010
Walgreens September 2005 - July 2007
Skills
Management, Team Leadership, Customer Service, Sales, Marketing, Microsoft Excel, Teamwork, Time Management, Public Speaking, Analysis, Outlook, Strategic Planning, Public Relations, Banking, Retail Banking, Project Management, Cross Functional Team..., Accounting, Communication Skills, Event Management, Budgets, Finance, Risk Management, Compliance Management, Consumer Relations, Data Management, Government Regulations, Cash Handling, Internal Audit, Operations Management, Human Resources, Servant Leadership
Education
California State University-Fullerton 2015 — 2018
Master of Business Administration (M.B.A.), Organizational Leadership
Eastern Oregon University 2010 — 2012
Bachelor's of Science, Business Administration, 3.8 GPA
Mt. Hood Community College 2008 — 2010
Associates of Science: Oregon Transfer, Business Administration
Michelle R. Conkling, Executive Assistant's Union Bank Experience March 1990 - April 2002
Job Executive Assistant
Industry Financial Services
Experience
Kaiser Foundation Health Plan, Inc. February 2005 - February 2015
Union Bank March 1990 - April 2002
Cushman Realty Corporation December 1987 - December 1989
Skills
Customer Service, Healthcare, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Training, Strategic Planning, Project Management, Outlook, Administrative..., Lotus Notes, Process Improvement, Administrative...
Education
California State University-East Bay 2005 — 2007
Bachelor of Arts (BA), Economics, 3.7
Kaiser Foundation Health Plan, Inc. February 2005 - February 2015
Union Bank March 1990 - April 2002
Cushman Realty Corporation December 1987 - December 1989
Skills
Customer Service, Healthcare, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Training, Strategic Planning, Project Management, Outlook, Administrative..., Lotus Notes, Process Improvement, Administrative...
Education
California State University-East Bay 2005 — 2007
Bachelor of Arts (BA), Economics, 3.7
David Hagopian David Hagopian's Union Bank Experience April 2007 - Present
Job Vice President & Credit Executive at Union Bank
Industry Banking
Experience
Union Bank April 2007 - Present
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Underwriting, Loans, Banking, Credit, Credit Risk, Portfolio Management, Financial Analysis, Financial Risk, Lines Of Credit, Corporate Finance, Financial Modeling, Finance, Financial Reporting, Cross Selling, Relationship Management, Private Equity, Capital Call..., Subscription lending
Education
California State University-Fresno 2004 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
California State University-Fresno 1998 — 2002
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Union Bank April 2007 - Present
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Underwriting, Loans, Banking, Credit, Credit Risk, Portfolio Management, Financial Analysis, Financial Risk, Lines Of Credit, Corporate Finance, Financial Modeling, Finance, Financial Reporting, Cross Selling, Relationship Management, Private Equity, Capital Call..., Subscription lending
Education
California State University-Fresno 2004 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
California State University-Fresno 1998 — 2002
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Fatima Mansour-Qamhiyeh's Union Bank Experience 2005 - Present
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank 2005 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Portfolio Management
Education
California State University, Fresno
Bachelor of Science (B.S.), Marketing
Union Bank 2005 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Portfolio Management
Education
California State University, Fresno
Bachelor of Science (B.S.), Marketing
Nicholas Dear's Union Bank Experience June 2009 - September 2009
Job Senior Human Resources Business Partner Lead at UC Berkeley
Industry Human Resources
Experience
UC Berkeley February 2015 - Present
UC Berkeley October 2013 - Present
Target May 2012 - October 2013
Target October 2010 - May 2012
Target February 2010 - October 2010
Union Bank June 2009 - September 2009
Sybase July 2008 - September 2008
California Pizza Kitchen July 2006 - July 2008
Longs Drugs June 2002 - September 2005
Skills
Microsoft Excel, Customer Service, Management, Leadership, Time Management, Human Resources, Training, Recruiting, Sales, Team Leadership, Retail, Budgets, Access, Employee Relations, Interviews, Microsoft Office, Performance Management, PowerPoint
Education
California State University Monterey Bay 2013 — 2015
Master of Business Administration (MBA), 3.81 GPA
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (BS), Accounting
Monte Vista 2001 — 2005
UC Berkeley February 2015 - Present
UC Berkeley October 2013 - Present
Target May 2012 - October 2013
Target October 2010 - May 2012
Target February 2010 - October 2010
Union Bank June 2009 - September 2009
Sybase July 2008 - September 2008
California Pizza Kitchen July 2006 - July 2008
Longs Drugs June 2002 - September 2005
Skills
Microsoft Excel, Customer Service, Management, Leadership, Time Management, Human Resources, Training, Recruiting, Sales, Team Leadership, Retail, Budgets, Access, Employee Relations, Interviews, Microsoft Office, Performance Management, PowerPoint
Education
California State University Monterey Bay 2013 — 2015
Master of Business Administration (MBA), 3.81 GPA
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (BS), Accounting
Monte Vista 2001 — 2005
Jennifer Aguigam-Kitt, MBA Jennifer Aguigam-Kitt, MBA's Union Bank Experience May 1996 - August 2000
Job Business Administration
Industry Financial Services
Experience
Hacienda Rehabilitation and Health Care July 2013 - July 2015
Kings County Probation Department June 2011 - April 2012
Lakes Bookkeeping Services January 2007 - May 2008
Brooks Enterprise August 2006 - February 2007
Pacific West Wireless May 2002 - February 2006
Cingular Wireless March 2001 - August 2001
Union Bank May 1996 - August 2000
Skills
Filing, Account Reconciliation, Customer Service, Accounts Payable, Multi-line Phone, Accounts Receivable, 10 Key, Managed Money, Events Coordination, Fundraising, Micro Soft Products, Typing, Communication Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, MDS, Behavioral Management, Care planing, Assessments, Business Management, Business Communication, Corporate Finance, Operation Management, Accounting, Organizational..., Business Law, Strategic Planning and...
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.61
California State University-Fresno 2010 — 2012
Bachelor’s Degree, Psychology, 3.0
Hacienda Rehabilitation and Health Care July 2013 - July 2015
Kings County Probation Department June 2011 - April 2012
Lakes Bookkeeping Services January 2007 - May 2008
Brooks Enterprise August 2006 - February 2007
Pacific West Wireless May 2002 - February 2006
Cingular Wireless March 2001 - August 2001
Union Bank May 1996 - August 2000
Skills
Filing, Account Reconciliation, Customer Service, Accounts Payable, Multi-line Phone, Accounts Receivable, 10 Key, Managed Money, Events Coordination, Fundraising, Micro Soft Products, Typing, Communication Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, MDS, Behavioral Management, Care planing, Assessments, Business Management, Business Communication, Corporate Finance, Operation Management, Accounting, Organizational..., Business Law, Strategic Planning and...
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.61
California State University-Fresno 2010 — 2012
Bachelor’s Degree, Psychology, 3.0
Fermin Martin Fermin Martin's Union Bank Experience September 2015 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank September 2015 - Present
Union Bank August 2014 - September 2015
Macy's August 2011 - August 2014
Northwestern Mutual December 2012 - November 2013
Skills
Bilingual Proficiency, Confidentiality, Customer Service, Customer Engagement, Management, Time Management, Finance, Microsoft Word, Critical Thinking, Leadership, Visual Merchandising, Sales, Microsoft Office, PowerPoint
Education
California State University-Channel Islands 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
Union Bank September 2015 - Present
Union Bank August 2014 - September 2015
Macy's August 2011 - August 2014
Northwestern Mutual December 2012 - November 2013
Skills
Bilingual Proficiency, Confidentiality, Customer Service, Customer Engagement, Management, Time Management, Finance, Microsoft Word, Critical Thinking, Leadership, Visual Merchandising, Sales, Microsoft Office, PowerPoint
Education
California State University-Channel Islands 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
Brian LeTourneau Brian LeTourneau's Union Bank Experience May 2012 - Present
Job Systems Analyst
Industry Internet
Experience
Union Bank May 2012 - Present
WorkforceLogic (for Google) March 2011 - March 2012
Skills
E-commerce, Analysis, Project Management, Program Management, Customer Service, CSS, Spanish, Integration
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2013
Master's degree, Information Systems
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
B.S., Business Administration
Union Bank May 2012 - Present
WorkforceLogic (for Google) March 2011 - March 2012
Skills
E-commerce, Analysis, Project Management, Program Management, Customer Service, CSS, Spanish, Integration
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2013
Master's degree, Information Systems
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
B.S., Business Administration
Brian Doane Brian Doane's Union Bank Experience July 2010 - July 2011
Job Production Manager
Industry Marketing and Advertising
Experience
Pellegrino Printers March 2014 - Present
Target May 2013 - January 2014
Center for Nutrition and Activity Promotion January 2012 - December 2012
Union Bank July 2010 - July 2011
Best Buy October 2007 - July 2010
Atlas Concrete Cutting June 2004 - October 2007
Skills
Customer Focus, Customer Acquisition, Customer Retention, Tactical Marketing, Strategic Communications, Personal Development, Training & Development, Computer Literate, Phone Skills, Construction Supervision, Construction Safety, Training, Building Relationships, 10 Key, Strategic Thinking, Sales Presentations, Team-oriented, Data Entry, Employee Training, Telephone Skills, Microsoft Excel, Public Speaking, Marketing Strategy, Data Analysis, PowerPoint, Sales, Critical Thinking, Leadership, Construction, Customer Service, Microsoft Office, Microsoft Word, Teamwork
Education
California State University-Chico 2011 — 2012
BS, Sociology
Moorpark College 2007 — 2009
Associate Degree, General Study
Pellegrino Printers March 2014 - Present
Target May 2013 - January 2014
Center for Nutrition and Activity Promotion January 2012 - December 2012
Union Bank July 2010 - July 2011
Best Buy October 2007 - July 2010
Atlas Concrete Cutting June 2004 - October 2007
Skills
Customer Focus, Customer Acquisition, Customer Retention, Tactical Marketing, Strategic Communications, Personal Development, Training & Development, Computer Literate, Phone Skills, Construction Supervision, Construction Safety, Training, Building Relationships, 10 Key, Strategic Thinking, Sales Presentations, Team-oriented, Data Entry, Employee Training, Telephone Skills, Microsoft Excel, Public Speaking, Marketing Strategy, Data Analysis, PowerPoint, Sales, Critical Thinking, Leadership, Construction, Customer Service, Microsoft Office, Microsoft Word, Teamwork
Education
California State University-Chico 2011 — 2012
BS, Sociology
Moorpark College 2007 — 2009
Associate Degree, General Study
Hilda Barrett Hilda Barrett's Union Bank Experience 1987 - Present
Job Vice President/Priority Manager at Union Bank
Industry Banking
Experience
Union Bank 1987 - Present
Union Bank 1987 - 2010
Education
California State University, Fresno 1985 — 1990
Union Bank 1987 - Present
Union Bank 1987 - 2010
Education
California State University, Fresno 1985 — 1990
Hilda Barrett Hilda Barrett's Union Bank Experience Vice President/ Priority Banking ManagerUnion Bank of CaliforniaNovember 1989 - Present
Job Vice President/Priority Banking Manager at Union Bank
Industry Banking
Experience
Union Bank Vice President/ Priority Banking ManagerUnion Bank of CaliforniaNovember 1989 - Present
Union Bank November 1989 - Present
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans
Education
California State University-Fresno 1988 — 1993
Accounting/Business Administration
Union Bank Vice President/ Priority Banking ManagerUnion Bank of CaliforniaNovember 1989 - Present
Union Bank November 1989 - Present
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans
Education
California State University-Fresno 1988 — 1993
Accounting/Business Administration
Andrew Carle Andrew Carle's Union Bank Experience April 2013 - December 2014
Job Business Professional
Industry Internet
Experience
AirX Utility Surveryors December 2014 - July 2015
Union Bank April 2013 - December 2014
Union Bank April 2013 - September 2013
Heavenly Mountain Resort December 2011 - March 2012
Bank of America 2012 - 2012
Gold Harvest Macro Solutions April 2006 - November 2010
Skills
Customer Service, Computer Operations, Microsoft Office, Type at 70 KPM, Oral & Written..., Computer Assembly, Team Management, Direct Sales, Marketing Strategy, E-commerce SEO, Web Design, SAP, QuickBooks, Team Building, Project Management, Financial Accounting, Business Ethics, Website Promotion, Website Updating
Education
CSU Chico 2007 — 2010
Bachelor's degree, Entrepreneurial and Small Business Operations, 3.5 GPA
AirX Utility Surveryors December 2014 - July 2015
Union Bank April 2013 - December 2014
Union Bank April 2013 - September 2013
Heavenly Mountain Resort December 2011 - March 2012
Bank of America 2012 - 2012
Gold Harvest Macro Solutions April 2006 - November 2010
Skills
Customer Service, Computer Operations, Microsoft Office, Type at 70 KPM, Oral & Written..., Computer Assembly, Team Management, Direct Sales, Marketing Strategy, E-commerce SEO, Web Design, SAP, QuickBooks, Team Building, Project Management, Financial Accounting, Business Ethics, Website Promotion, Website Updating
Education
CSU Chico 2007 — 2010
Bachelor's degree, Entrepreneurial and Small Business Operations, 3.5 GPA
David Melinkoff David Melinkoff's Union Bank Experience January 1991 - December 1993
Job Adjunct Professor of Anthropology at Diablo Valley College
Industry Higher Education
Experience
Diablo Valley College August 2015 - Present
Private consulting July 2015 - Present
Lone Tree Technical Staffing LLC January 2014 - June 2015
DP-UP LLC April 2011 - December 2013
Vision Service Plan May 2011 - August 2011
Bank of America April 1999 - January 2010
Chevron January 1997 - March 1999
Kaiser Permanente January 1994 - December 1996
Union Bank January 1991 - December 1993
Gibraltar Savings June 1989 - December 1991
Skills
z/OS, Linux, Management, Leadership, Consulting, Project Management, Servers, Analytics, Integration, Databases, Hardware, z/VM, Team Leadership, Cloud Computing, PL/1, SDLC, DB2, IT Strategy, Architectures, Database Design, SharePoint, SAS programming, Project Planning, CICS systems
Education
University of California, Santa Barbara 1975 — 1977
Master's Degree, Electrical Engineering and Computer Science
University of Redlands 1985 — 1986
Master's Degree, Management
McGill University 1971 — 1973
Master's Degree, Psychology
California State University-East Bay 2000 — 2001
Master's Degree, Anthropology
University of California, Los Angeles
Bachelor's Degree, Psychology
Diablo Valley College August 2015 - Present
Private consulting July 2015 - Present
Lone Tree Technical Staffing LLC January 2014 - June 2015
DP-UP LLC April 2011 - December 2013
Vision Service Plan May 2011 - August 2011
Bank of America April 1999 - January 2010
Chevron January 1997 - March 1999
Kaiser Permanente January 1994 - December 1996
Union Bank January 1991 - December 1993
Gibraltar Savings June 1989 - December 1991
Skills
z/OS, Linux, Management, Leadership, Consulting, Project Management, Servers, Analytics, Integration, Databases, Hardware, z/VM, Team Leadership, Cloud Computing, PL/1, SDLC, DB2, IT Strategy, Architectures, Database Design, SharePoint, SAS programming, Project Planning, CICS systems
Education
University of California, Santa Barbara 1975 — 1977
Master's Degree, Electrical Engineering and Computer Science
University of Redlands 1985 — 1986
Master's Degree, Management
McGill University 1971 — 1973
Master's Degree, Psychology
California State University-East Bay 2000 — 2001
Master's Degree, Anthropology
University of California, Los Angeles
Bachelor's Degree, Psychology
Constance Ledna Constance Ledna's Union Bank Experience December 1990 - Present
Job Vice President, Senior Mortgage Consultant at Union Bank
Industry Real Estate
Experience
Union Bank December 1990 - Present
First California Mortgage Company January 1989 - December 1990
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit Scoring, Residential Mortgages, Refinance, Real Estate, Loan Origination, Investment Properties, Home Equity Loans, Team Building, FHA, FHA financing, Mortgage Underwriting, Commercial Lending, FHA Financing, Finance, Sales, Management
Education
California State University-Chico 1983 — 1986
BS, Business Administration/Finance
Union Bank December 1990 - Present
First California Mortgage Company January 1989 - December 1990
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit Scoring, Residential Mortgages, Refinance, Real Estate, Loan Origination, Investment Properties, Home Equity Loans, Team Building, FHA, FHA financing, Mortgage Underwriting, Commercial Lending, FHA Financing, Finance, Sales, Management
Education
California State University-Chico 1983 — 1986
BS, Business Administration/Finance
Jennifer (Martini) Carlson Jennifer (Martini) Carlson's Union Bank Experience July 2009 - September 2011
Job Membership and Marketing Director at Madera Chamber of Commerce
Industry Marketing and Advertising
Experience
Madera Chamber of Commerce September 2011 - Present
Union Bank July 2009 - September 2011
Union Bank October 2003 - July 2009
Union Bank April 2003 - October 2003
Union Bank March 2001 - April 2003
Skills
Marketing, Sales, Event Planning, Marketing Event Planning, Event Management, Customer Service, Public Speaking, Leadership, Marketing Communications, Account Management, Marketing Strategy, Sales Management, Public Relations, Team Building
Education
California State University, Fresno 2000 — 2005
Bachelor of Science (B.S.), Business - Marketing, 3.42
Madera High School 1996 — 2000
High School, 4.44
Madera Chamber of Commerce September 2011 - Present
Union Bank July 2009 - September 2011
Union Bank October 2003 - July 2009
Union Bank April 2003 - October 2003
Union Bank March 2001 - April 2003
Skills
Marketing, Sales, Event Planning, Marketing Event Planning, Event Management, Customer Service, Public Speaking, Leadership, Marketing Communications, Account Management, Marketing Strategy, Sales Management, Public Relations, Team Building
Education
California State University, Fresno 2000 — 2005
Bachelor of Science (B.S.), Business - Marketing, 3.42
Madera High School 1996 — 2000
High School, 4.44
Sharon Wong-Lew's Union Bank Experience 2004 - 2005
Job
Industry Venture Capital & Private Equity
Experience
The Roda Group January 2014 - Present
SPORTZPEAK 2012 - 2013
Mellon Capital Management 2008 - 2012
Bayswater Asset Management LLC 2005 - 2008
Union Bank 2004 - 2005
Self Employed 2002 - 2003
Advent Outsource 2000 - 2002
AXA Rosenberg 1986 - 2000
Skills
Hedge Funds, Mutual Funds, Financial Services, ETFs, Process Improvement, Back Office, Vendor Management, Project Management, Equities, Settlement, Investment Management, Investments, FX Options, Portfolio Management, Trading, Alternative Investments, Due Diligence, Management, Trading Systems, Asset Management, Risk Management
Education
Cal State Hayward 1990 — 1993
MBA, Finance
UC Berkeley 1978 — 1982
BA, Psychology
The Roda Group January 2014 - Present
SPORTZPEAK 2012 - 2013
Mellon Capital Management 2008 - 2012
Bayswater Asset Management LLC 2005 - 2008
Union Bank 2004 - 2005
Self Employed 2002 - 2003
Advent Outsource 2000 - 2002
AXA Rosenberg 1986 - 2000
Skills
Hedge Funds, Mutual Funds, Financial Services, ETFs, Process Improvement, Back Office, Vendor Management, Project Management, Equities, Settlement, Investment Management, Investments, FX Options, Portfolio Management, Trading, Alternative Investments, Due Diligence, Management, Trading Systems, Asset Management, Risk Management
Education
Cal State Hayward 1990 — 1993
MBA, Finance
UC Berkeley 1978 — 1982
BA, Psychology
Gary Gonsalves's Union Bank Experience May 2013 - Present
Job
Industry Banking
Experience
Union Bank May 2013 - Present
Citi 2010 - 2013
Bank of America 2004 - 2009
Visa 2003 - 2004
Cal Fed 1996 - 2002
Education
California State University-Chico 1989 — 1993
BS, Business
Union Bank May 2013 - Present
Citi 2010 - 2013
Bank of America 2004 - 2009
Visa 2003 - 2004
Cal Fed 1996 - 2002
Education
California State University-Chico 1989 — 1993
BS, Business
Douglas Withers's Union Bank Experience July 2012 - May 2015
Job SVP, Senior Credit Administrator
Industry Banking
Experience
The Bank of Washington June 2015 - Present
Boy Scouts of America (Volunteer) March 2004 - Present
Union Bank July 2012 - May 2015
M Squared Consultants December 2010 - July 2012
Regal Financial Bank February 2009 - October 2010
Kitsap Bank January 2006 - January 2009
NorthStar Bank April 2002 - January 2006
Key Bank July 1999 - March 2002
Skills
Banking, Loans, Finance, Commercial Mortgages, Construction Loans, Commercial Real Estate, Negotiation, Financial Structuring, Foreclosures, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Risk, Retail Banking, Treasury Management, Relationship Management, SBA, Asset Management
Education
California State University-Hayward
BS, Business Administration
Ohlone College
AA, Liberal Arts
The Bank of Washington June 2015 - Present
Boy Scouts of America (Volunteer) March 2004 - Present
Union Bank July 2012 - May 2015
M Squared Consultants December 2010 - July 2012
Regal Financial Bank February 2009 - October 2010
Kitsap Bank January 2006 - January 2009
NorthStar Bank April 2002 - January 2006
Key Bank July 1999 - March 2002
Skills
Banking, Loans, Finance, Commercial Mortgages, Construction Loans, Commercial Real Estate, Negotiation, Financial Structuring, Foreclosures, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Risk, Retail Banking, Treasury Management, Relationship Management, SBA, Asset Management
Education
California State University-Hayward
BS, Business Administration
Ohlone College
AA, Liberal Arts
Charles Shipman's Union Bank Experience September 2002 - June 2014
Job VP / System Manager at MUFG Americas
Industry Information Technology and Services
Experience
MUFG Americas July 2014 - Present
Union Bank September 2002 - June 2014
Southwest Systems Integrators, LP August 1998 - September 2002
Digital Consulting Services March 1997 - August 1998
Regard Systems Integrators (RSI) November 1994 - March 1997
American Benefit Plan Administrators, Inc. October 1988 - July 1994
Skills
Integration, Security, Software Development, Project Management, Operations Management, Leadership, Banking, Vendor Management, Business Analysis, Disaster Recovery, Risk Management, IT Management, Process Improvement, Requirements Analysis, SDLC, IT Strategy, Management, Change Management, Strategy, Data Center, Business Intelligence, Enterprise Architecture, PMO, Visio, Project Portfolio..., Software Project..., Business Process, ITIL, Business Process..., Networking, IT Operations, Requirements Gathering, Software Documentation, PMP, Electronic Funds...
Education
California State University-Dominguez Hills 1991 — 1993
Information Systems, Business Administration
California State University - Long Beach
MUFG Americas July 2014 - Present
Union Bank September 2002 - June 2014
Southwest Systems Integrators, LP August 1998 - September 2002
Digital Consulting Services March 1997 - August 1998
Regard Systems Integrators (RSI) November 1994 - March 1997
American Benefit Plan Administrators, Inc. October 1988 - July 1994
Skills
Integration, Security, Software Development, Project Management, Operations Management, Leadership, Banking, Vendor Management, Business Analysis, Disaster Recovery, Risk Management, IT Management, Process Improvement, Requirements Analysis, SDLC, IT Strategy, Management, Change Management, Strategy, Data Center, Business Intelligence, Enterprise Architecture, PMO, Visio, Project Portfolio..., Software Project..., Business Process, ITIL, Business Process..., Networking, IT Operations, Requirements Gathering, Software Documentation, PMP, Electronic Funds...
Education
California State University-Dominguez Hills 1991 — 1993
Information Systems, Business Administration
California State University - Long Beach
Lisa Zou's Union Bank Experience October 2014 - December 2014
Job AVP Financial Specialist at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
Union Bank October 2014 - December 2014
Tri Counties Bank March 2010 - May 2014
Matson and Isom Accounting Firm October 2007 - 2009
KPMG 2005 - 2007
Skills
IT Audit, Compliance, Internal Audit, Risk Management, Banking, Auditing, Budgets, Financial Reporting, Cash Management, Credit, Finance, Cash Flow
Education
California State University-Chico 2003 — 2005
MSA, Accounting
Ohio University 2000 — 2002
MA, Economics Development
Bank of the West December 2014 - Present
Union Bank October 2014 - December 2014
Tri Counties Bank March 2010 - May 2014
Matson and Isom Accounting Firm October 2007 - 2009
KPMG 2005 - 2007
Skills
IT Audit, Compliance, Internal Audit, Risk Management, Banking, Auditing, Budgets, Financial Reporting, Cash Management, Credit, Finance, Cash Flow
Education
California State University-Chico 2003 — 2005
MSA, Accounting
Ohio University 2000 — 2002
MA, Economics Development
Toni Sarrica's Union Bank Experience Senior Vice PresidentUnion Bank of California1986 - Present
Job svp at union bank
Industry Banking
Experience
union bank Senior Vice PresidentUnion Bank of California1986 - Present
Education
California State University-East Bay 1986 — 1988
union bank Senior Vice PresidentUnion Bank of California1986 - Present
Education
California State University-East Bay 1986 — 1988
Alfredo Padilla's Union Bank Experience December 1998 - December 2000
Job Media Relations │Corporate Communications
Industry Public Relations and Communications
Experience
Wells Fargo Home Mortgage April 2012 - Present
Independent Consultant Experience February 2011 - April 2012
Laureate Education August 2010 - February 2011
Comerica Bank May 2005 - August 2010
Communications Consulting Experience July 2004 - March 2005
Washington Mutual Inc. ( Now part of JP Morgan Chase) December 2000 - June 2004
Union Bank December 1998 - December 2000
Stoorza, Ziegaus & Metzger February 1997 - June 1997
Golin/Harris International March 1995 - April 1996
Skills
Strategic Communications, Corporate Communications, Public Relations, Marketing Communications, Media Relations, Social Media, Press Releases, Internal Communications, Spanish, Event Management, Public Speaking, Advertising, Publicity, Marketing Strategy, Banking, Crisis Communications, Product Marketing, Event Planning, Customer Service, Strategy, Publications, Editorial
Education
California State University-Dominguez Hills
Wells Fargo Home Mortgage April 2012 - Present
Independent Consultant Experience February 2011 - April 2012
Laureate Education August 2010 - February 2011
Comerica Bank May 2005 - August 2010
Communications Consulting Experience July 2004 - March 2005
Washington Mutual Inc. ( Now part of JP Morgan Chase) December 2000 - June 2004
Union Bank December 1998 - December 2000
Stoorza, Ziegaus & Metzger February 1997 - June 1997
Golin/Harris International March 1995 - April 1996
Skills
Strategic Communications, Corporate Communications, Public Relations, Marketing Communications, Media Relations, Social Media, Press Releases, Internal Communications, Spanish, Event Management, Public Speaking, Advertising, Publicity, Marketing Strategy, Banking, Crisis Communications, Product Marketing, Event Planning, Customer Service, Strategy, Publications, Editorial
Education
California State University-Dominguez Hills
Ozzie Pramwew's Union Bank Experience May 2015 - Present
Job Compliance Officer II at Union Bank
Industry Banking
Experience
Union Bank May 2015 - Present
Union Bank May 2012 - May 2015
Wachovia Trust/Wells Fargo Trust February 2008 - April 2012
Morgan Stanley July 2002 - January 2008
Citi April 2001 - July 2002
Union Bank September 2000 - March 2001
Wells Fargo Bank August 1998 - September 2000
Skills
Trust Services, Trusts, Investments, Wealth Management..., Estate Planning, Asset Managment, Financial Advisory, Securities, Wealth Management, Portfolio Management, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Private Banking, Series 63, Financial Services, Retirement Planning, Investment Advisory, Investment Management, Retirement, Bonds, Fixed Income, Uniform Combined State..., Alternative Investments, Wealth, FINRA, Asset Management
Education
California State University-Fullerton 1993 — 1998
B.A, Business Administration; Management Business Law
Union Bank May 2015 - Present
Union Bank May 2012 - May 2015
Wachovia Trust/Wells Fargo Trust February 2008 - April 2012
Morgan Stanley July 2002 - January 2008
Citi April 2001 - July 2002
Union Bank September 2000 - March 2001
Wells Fargo Bank August 1998 - September 2000
Skills
Trust Services, Trusts, Investments, Wealth Management..., Estate Planning, Asset Managment, Financial Advisory, Securities, Wealth Management, Portfolio Management, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Private Banking, Series 63, Financial Services, Retirement Planning, Investment Advisory, Investment Management, Retirement, Bonds, Fixed Income, Uniform Combined State..., Alternative Investments, Wealth, FINRA, Asset Management
Education
California State University-Fullerton 1993 — 1998
B.A, Business Administration; Management Business Law
Ken Karacsony's Union Bank Experience March 2009 - January 2013
Job Enterprise Data & Integration Architect at Hyundai America
Industry Automotive
Experience
Hyundai Shared Services April 2014 - Present
Hyundai Shared Services February 2013 - April 2014
Union Bank March 2009 - January 2013
American Honda Motor Company, Inc. April 2008 - March 2009
Toyota Motor Sales May 2000 - April 2008
Merisel March 1994 - April 2000
Skills
Business Analysis, Data Warehousing, Business Intelligence, Data Modeling, ETL, Master Data Management, Data Quality, Data Stewardship, Data Management, Data Governance, Data Integrity, Data Integration, Enterprise Architecture, Architecture, Data Architecture, Business Requirements, Erwin, Dimensional Modeling, Data Warehouse..., Database Design, Data Migration, Management, IT Management, SQL Tuning, Analysis, Program Management, SDLC, Oracle, IT Strategy, Enterprise Software, SOA, Informatica, Scrum, Agile Methodologies, Mergers & Acquisitions, Requirements Analysis, Solution Architecture, Visio, Integration, Vendor Management, Databases, Software Project..., SQL, Business Objects, Project Management, CRM
Education
California State University-Dominguez Hills 1990 — 1994
Geographic Information Systems
Cal State
Bachelors Degree, GIS
Hyundai Shared Services April 2014 - Present
Hyundai Shared Services February 2013 - April 2014
Union Bank March 2009 - January 2013
American Honda Motor Company, Inc. April 2008 - March 2009
Toyota Motor Sales May 2000 - April 2008
Merisel March 1994 - April 2000
Skills
Business Analysis, Data Warehousing, Business Intelligence, Data Modeling, ETL, Master Data Management, Data Quality, Data Stewardship, Data Management, Data Governance, Data Integrity, Data Integration, Enterprise Architecture, Architecture, Data Architecture, Business Requirements, Erwin, Dimensional Modeling, Data Warehouse..., Database Design, Data Migration, Management, IT Management, SQL Tuning, Analysis, Program Management, SDLC, Oracle, IT Strategy, Enterprise Software, SOA, Informatica, Scrum, Agile Methodologies, Mergers & Acquisitions, Requirements Analysis, Solution Architecture, Visio, Integration, Vendor Management, Databases, Software Project..., SQL, Business Objects, Project Management, CRM
Education
California State University-Dominguez Hills 1990 — 1994
Geographic Information Systems
Cal State
Bachelors Degree, GIS
Doug Goelz's Union Bank Experience 1989 - 2001
Job Mortgage Broker at Mortgage Services
Industry Real Estate
Experience
Mortgage Services January 2010 - Present
DaCor Financial October 2003 - January 2010
Union Bank 1989 - 2001
Skills
Investment Properties, Mortgage Lending, Banking, First Time Home Buyers, Real Estate, Public Speaking, Marketing, Finance, Budgets, Selling, Microsoft Office, Contract Negotiation, Property, Sellers, Negotiation, Marketing Strategy, Customer Service, REO, Loans, Strategic Planning, Short Sales, FHA, Residential Mortgages, Investors
Education
University of California, Berkeley
California State University-East Bay
Master of Business Administration (MBA), Finance
Mortgage Services January 2010 - Present
DaCor Financial October 2003 - January 2010
Union Bank 1989 - 2001
Skills
Investment Properties, Mortgage Lending, Banking, First Time Home Buyers, Real Estate, Public Speaking, Marketing, Finance, Budgets, Selling, Microsoft Office, Contract Negotiation, Property, Sellers, Negotiation, Marketing Strategy, Customer Service, REO, Loans, Strategic Planning, Short Sales, FHA, Residential Mortgages, Investors
Education
University of California, Berkeley
California State University-East Bay
Master of Business Administration (MBA), Finance
Mitra Khorsand's Union Bank Experience 1980 - 1985
Job QA Analyst at LAN International
Industry Information Technology and Services
Experience
LAN International February 2013 - June 2013
Prism Software December 2011 - January 2013
Downey Savings (US Bank) September 2006 - June 2008
Unisys Corporation 2000 - 2006
Unisys Corporation April 1985 - 2000
Union Bank 1980 - 1985
Skills
Software Engineer, Software Installation, Software Quality..., ISO standards, Six Sigma, SQL, InstallShield, Unisys PatchManager, Unisys Work Flow..., Visual SourceSafe, Rational ClearQuest, Tracker, Empower Loan Origination, Mainframe, Compiler Development, Java, Bilingual, WFL, ClearQuest, TFS, Microsoft Test Manager, XML, Agile Testing, Agile Methodolgy, DevExpress Report..., Test Cases, Quality Assurance, Regression Testing, .NET, Visual Studio, Agile Methodologies, VSS, SDLC, Testing, Requirements Analysis
Education
California State University-Fullerton
MS, Computer Science
LAN International February 2013 - June 2013
Prism Software December 2011 - January 2013
Downey Savings (US Bank) September 2006 - June 2008
Unisys Corporation 2000 - 2006
Unisys Corporation April 1985 - 2000
Union Bank 1980 - 1985
Skills
Software Engineer, Software Installation, Software Quality..., ISO standards, Six Sigma, SQL, InstallShield, Unisys PatchManager, Unisys Work Flow..., Visual SourceSafe, Rational ClearQuest, Tracker, Empower Loan Origination, Mainframe, Compiler Development, Java, Bilingual, WFL, ClearQuest, TFS, Microsoft Test Manager, XML, Agile Testing, Agile Methodolgy, DevExpress Report..., Test Cases, Quality Assurance, Regression Testing, .NET, Visual Studio, Agile Methodologies, VSS, SDLC, Testing, Requirements Analysis
Education
California State University-Fullerton
MS, Computer Science
Carlo Serafini's Union Bank Experience June 2014 - April 2015
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
Union Bank June 2014 - April 2015
Wells Fargo Bank July 2010 - June 2014
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank May 2004 - March 2010
Bank of America July 2007 - October 2008
Skills
Commercial Banking, Credit Analysis, Cash Flow, Middle Market, Credit, Treasury Management, Credit Risk, Financial Modeling, Asset Based Lending, Commercial Real Estate, Agriculture, Trade Finance, Syndications, Risk Management, Sales, Banking, Cash Management
Education
Saint Mary's College 2000 — 2004
B.S., Economics and Business
California State University-Hayward 2013 — 2014
Master of Business Administration (M.B.A.)
Bank of America Merrill Lynch April 2015 - Present
Union Bank June 2014 - April 2015
Wells Fargo Bank July 2010 - June 2014
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank May 2004 - March 2010
Bank of America July 2007 - October 2008
Skills
Commercial Banking, Credit Analysis, Cash Flow, Middle Market, Credit, Treasury Management, Credit Risk, Financial Modeling, Asset Based Lending, Commercial Real Estate, Agriculture, Trade Finance, Syndications, Risk Management, Sales, Banking, Cash Management
Education
Saint Mary's College 2000 — 2004
B.S., Economics and Business
California State University-Hayward 2013 — 2014
Master of Business Administration (M.B.A.)
Susan Halverson's Union Bank Experience September 2012 - Present
Job Relationship Banker
Industry Banking
Experience
Union Bank September 2012 - Present
Union Bank October 2010 - September 2012
Halverson Family January 1998 - October 2010
Wells Fargo January 1997 - January 1998
Wells Fargo January 1996 - January 1997
Halverson Family August 1994 - January 1996
Wells Fargo January 1994 - August 1994
Wells Fargo January 1990 - January 1994
Skills
Banking, Risk Management, Portfolio Management, Asset Management, Process Improvement, Due Diligence, Financial Analysis, Customer Service, Credit, Commercial Banking, Retail Banking, Residential Mortgages, Investments, Small Business Lending, Certificates of Deposit, Performance Reviews, Performance Monitor, Hiring Personnel, Credit Cards, Wealth Management, Lines Of Credit, Loans, Branch Banking
Education
California State University-Chico 1986 — 1988
Union Bank September 2012 - Present
Union Bank October 2010 - September 2012
Halverson Family January 1998 - October 2010
Wells Fargo January 1997 - January 1998
Wells Fargo January 1996 - January 1997
Halverson Family August 1994 - January 1996
Wells Fargo January 1994 - August 1994
Wells Fargo January 1990 - January 1994
Skills
Banking, Risk Management, Portfolio Management, Asset Management, Process Improvement, Due Diligence, Financial Analysis, Customer Service, Credit, Commercial Banking, Retail Banking, Residential Mortgages, Investments, Small Business Lending, Certificates of Deposit, Performance Reviews, Performance Monitor, Hiring Personnel, Credit Cards, Wealth Management, Lines Of Credit, Loans, Branch Banking
Education
California State University-Chico 1986 — 1988
Chung Hau's Union Bank Experience August 2011 - Present
Job Remittance Processing/Mail Clerk
Industry Financial Services
Experience
Union Bank August 2011 - Present
FedEx April 2011 - Present
Union Bank February 2005 - May 2008
Skills
Shipping, Distribution Center..., Payments, Customer Service, Microsoft Excel, Data Entry, Outlook, Microsoft Office, Microsoft Word, Access, PowerPoint, Time Management, Leadership, Process Improvement, Customer Satisfaction
Education
California State University East
BS, Business Administration; Finance and Human Resource Management
California State University-East Bay 2005 — 2008
Union Bank August 2011 - Present
FedEx April 2011 - Present
Union Bank February 2005 - May 2008
Skills
Shipping, Distribution Center..., Payments, Customer Service, Microsoft Excel, Data Entry, Outlook, Microsoft Office, Microsoft Word, Access, PowerPoint, Time Management, Leadership, Process Improvement, Customer Satisfaction
Education
California State University East
BS, Business Administration; Finance and Human Resource Management
California State University-East Bay 2005 — 2008
AliAsif Zaman's Union Bank Experience 1994 - 1999
Job Director of Mobile Technology
Industry Computer Software
Experience
BoardVantage November 2013 - Present
AutoSoft Dynamics August 2004 - August 2006
AutoSoft Dynamics (Pvt.) Limited 2005 - 2006
01Systems 2002 - 2004
Vrooms Technologies Inc. 1999 - 2002
Union Bank 1994 - 1999
Education
California State University-East Bay 2008 — 2009
BoardVantage November 2013 - Present
AutoSoft Dynamics August 2004 - August 2006
AutoSoft Dynamics (Pvt.) Limited 2005 - 2006
01Systems 2002 - 2004
Vrooms Technologies Inc. 1999 - 2002
Union Bank 1994 - 1999
Education
California State University-East Bay 2008 — 2009
Juliette Warren's Union Bank Experience January 2006 - Present
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank January 2006 - Present
Education
California State University-Dominguez Hills 1989 — 1991
Union Bank January 2006 - Present
Education
California State University-Dominguez Hills 1989 — 1991
Sahar Hejazi's Union Bank Experience April 2008 - Present
Job Private Banker at Union Bank
Industry Banking
Experience
Union Bank April 2008 - Present
Skills
Portfolio Management, Investments, Customer Service, Consumer Lending, Banking, Wealth Management, Mortgage Lending, Commercial Banking, Small Business Lending, Retail Banking, Commercial Lending, Lines Of Credit, Series 7, Series 6, Series 63, Securities, Life Insurance, Loan Origination, Commercial Mortgages, Refinance, Relationship Management, Residential Mortgages, Retirement Planning, Financial Advisory, Treasury Management
Education
California Lutheran University - MBA Financial Planning 2013 — 2015
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Finance
Union Bank April 2008 - Present
Skills
Portfolio Management, Investments, Customer Service, Consumer Lending, Banking, Wealth Management, Mortgage Lending, Commercial Banking, Small Business Lending, Retail Banking, Commercial Lending, Lines Of Credit, Series 7, Series 6, Series 63, Securities, Life Insurance, Loan Origination, Commercial Mortgages, Refinance, Relationship Management, Residential Mortgages, Retirement Planning, Financial Advisory, Treasury Management
Education
California Lutheran University - MBA Financial Planning 2013 — 2015
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Finance
Jack Lenhof-wk's Union Bank Experience March 1994 - May 1998
Job RVP at Bank of the West
Industry Banking
Experience
Bank of the West May 1998 - Present
Bank of the West 1989 - 2011
Union Bank March 1994 - May 1998
Wells Fargo Bank February 1985 - April 1994
Skills
Commercial Lending, Credit, Risk Management, Commercial Banking
Education
California State University, Fresno 1977 — 1979
MBA
Bank of the West May 1998 - Present
Bank of the West 1989 - 2011
Union Bank March 1994 - May 1998
Wells Fargo Bank February 1985 - April 1994
Skills
Commercial Lending, Credit, Risk Management, Commercial Banking
Education
California State University, Fresno 1977 — 1979
MBA
Jakota Riley's Union Bank Experience September 2003 - May 2004
Job Senior Project Manager at City National Bank
Industry Banking
Experience
City National Bank May 2004 - Present
Union Bank September 2003 - May 2004
Education
California State University-Dominguez Hills
BS, Management, Accounting
City National Bank May 2004 - Present
Union Bank September 2003 - May 2004
Education
California State University-Dominguez Hills
BS, Management, Accounting
Leslie DeCicco's Union Bank Experience September 1979 - August 1981
Job Real Estate Appraiser at Leslie A. DeCicco, SRPA
Industry Real Estate
Experience
Leslie A. DeCicco, SRPA September 1978 - Present
Union Bank September 1979 - August 1981
Skills
Member, Appraisal..., SRPA Designation
Education
CSU Chico
BS, Spanish
Leslie A. DeCicco, SRPA September 1978 - Present
Union Bank September 1979 - August 1981
Skills
Member, Appraisal..., SRPA Designation
Education
CSU Chico
BS, Spanish
Michael Anderson CFP's Union Bank Experience October 2013 - September 2015
Job Vice President of Financial Planning / Wealth Advisor at Kipp Financial Group
Industry Financial Services
Experience
Kipp Financial Group September 2015 - Present
Ventura County Community College District August 2006 - Present
Union Bank October 2013 - September 2015
Citi January 2012 - November 2013
Wells Fargo Investments June 2008 - December 2012
Wamu Investments 2006 - 2008
Skills
Finance, Investments, Portfolio Management, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Financial Services, Mutual Funds, Banking, Asset Allocation, Customer Service, Strategic Financial..., Financial Modeling, Loans, Asset Management, Equities, Risk Management, Financial Advisory, Series 7, Mortgage Lending, Credit, Marketing, Series 63, Investment Advisory, Securities, Small Business, Investment Strategies
Education
San Francisco State University 2008 — 2009
CFP, Certified Financial Planner
CSU east bay
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Chico
Bachelor of Science (BS), Business/Managerial Economics
Kipp Financial Group September 2015 - Present
Ventura County Community College District August 2006 - Present
Union Bank October 2013 - September 2015
Citi January 2012 - November 2013
Wells Fargo Investments June 2008 - December 2012
Wamu Investments 2006 - 2008
Skills
Finance, Investments, Portfolio Management, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Financial Services, Mutual Funds, Banking, Asset Allocation, Customer Service, Strategic Financial..., Financial Modeling, Loans, Asset Management, Equities, Risk Management, Financial Advisory, Series 7, Mortgage Lending, Credit, Marketing, Series 63, Investment Advisory, Securities, Small Business, Investment Strategies
Education
San Francisco State University 2008 — 2009
CFP, Certified Financial Planner
CSU east bay
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Chico
Bachelor of Science (BS), Business/Managerial Economics
Roger Amrhein's Union Bank Experience June 2012 - Present
Job AVP, Logistics Support Specialist at Union Bank
Industry Banking
Experience
Union Bank June 2012 - Present
Union Bank February 2006 - June 2012
Skills
Banking, Business Analysis, Financial Risk, Vendor Management, Retail Banking, Program Management, Risk Management, Operational Risk..., Microsoft Office, Windows, Project Management, Outlook, Portfolio Management, AML, Operational Risk, Credit, Financial Analysis, Anti Money Laundering, Management
Education
California State University-Fresno 1982 — 1988
BS, Business Admin-Marketing
Union Bank June 2012 - Present
Union Bank February 2006 - June 2012
Skills
Banking, Business Analysis, Financial Risk, Vendor Management, Retail Banking, Program Management, Risk Management, Operational Risk..., Microsoft Office, Windows, Project Management, Outlook, Portfolio Management, AML, Operational Risk, Credit, Financial Analysis, Anti Money Laundering, Management
Education
California State University-Fresno 1982 — 1988
BS, Business Admin-Marketing
Shayne Olsen's Union Bank Experience June 2005 - September 2012
Job Retail Sales Representative at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless October 2012 - Present
Union Bank June 2005 - September 2012
Skills
Banking, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Banking, Sales, Loans, Retail Banking, Credit
Education
California State University-Fullerton 2000 — 2005
Bachelor of Arts, Business Administration
Verizon Wireless October 2012 - Present
Union Bank June 2005 - September 2012
Skills
Banking, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Banking, Sales, Loans, Retail Banking, Credit
Education
California State University-Fullerton 2000 — 2005
Bachelor of Arts, Business Administration
Greg Rea's Union Bank Experience October 2007 - Present
Job Managing Director/Central Coast Business Banking Division Manager
Industry Banking
Experience
Union Bank October 2007 - Present
Union Bank September 2001 - October 2007
Union Bank October 1997 - September 2001
Wells Fargo 1991 - 1997
Education
College for Financial Planning
Financial Planning
Cannon Financial Institute
Private Banking I & II
California State University-Fresno
Bachelor of Science, Marketing and Finance
Union Bank October 2007 - Present
Union Bank September 2001 - October 2007
Union Bank October 1997 - September 2001
Wells Fargo 1991 - 1997
Education
College for Financial Planning
Financial Planning
Cannon Financial Institute
Private Banking I & II
California State University-Fresno
Bachelor of Science, Marketing and Finance
Daniel Da Camara Canto's Union Bank Experience June 2012 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank June 2012 - Present
Wells Fargo March 2003 - January 2013
woodtennis.com 2012 - 2013
Skills
Banking
Education
California State University-East Bay 1997 — 2000
kinesiology, physical therapy
Union Bank June 2012 - Present
Wells Fargo March 2003 - January 2013
woodtennis.com 2012 - 2013
Skills
Banking
Education
California State University-East Bay 1997 — 2000
kinesiology, physical therapy
Jose M. Silvestre II's Union Bank Experience February 2014 - Present
Job Vice President at Union Bank
Industry Commercial Real Estate
Experience
Union Bank February 2014 - Present
US BANK NA May 2010 - January 2014
US Bank January 2007 - May 2010
US BANK July 2004 - May 2007
Skills
Loans, Credit, Retail Banking, Real Estate, Sales Management, Commercial Banking, Finance, Banking, Commercial Mortgages, Lines Of Credit, Financial Services, SBA, Refinance, Treasury Management, Commercial Lending, Small Business Lending
Education
California State University-Hayward 2001 — 2005
Bachelor of Science, Business Administration
Union Bank February 2014 - Present
US BANK NA May 2010 - January 2014
US Bank January 2007 - May 2010
US BANK July 2004 - May 2007
Skills
Loans, Credit, Retail Banking, Real Estate, Sales Management, Commercial Banking, Finance, Banking, Commercial Mortgages, Lines Of Credit, Financial Services, SBA, Refinance, Treasury Management, Commercial Lending, Small Business Lending
Education
California State University-Hayward 2001 — 2005
Bachelor of Science, Business Administration
Farzad Fanai's Union Bank Experience May 2015 - Present
Job Private Banker
Industry Financial Services
Experience
Union Bank May 2015 - Present
Wells Fargo July 2012 - Present
american general September 2007 - September 2009
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Health Insurance, Strategic Financial..., Underwriting, IRAs
Education
California State University-Hayward 2001 — 2005
bachelors degree, Accounting and Finance
Cal State Hayward
Union Bank May 2015 - Present
Wells Fargo July 2012 - Present
american general September 2007 - September 2009
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Health Insurance, Strategic Financial..., Underwriting, IRAs
Education
California State University-Hayward 2001 — 2005
bachelors degree, Accounting and Finance
Cal State Hayward
Puilee Chia, CSM's Union Bank Experience February 2013 - April 2013
Job Director, iPMO at NTT DATA Inc.
Industry Internet
Experience
Union Bank February 2013 - April 2013
Apperian, Inc. April 2012 - November 2012
Toyota Financial Services July 2012 - September 2012
MSLA March 2011 - March 2012
EdgeSoft Inc. April 2010 - March 2011
Apple Inc March 2008 - January 2010
Edgesoft Inc July 2005 - February 2008
Foothill De Anza Community College District July 2004 - October 2005
California State University East Bay January 2004 - June 2005
Hershey Systems April 1996 - November 2003
Skills
Contract Negotiation, Project Planning, Contract Management, Enterprise Architecture, Training, Strategic Planning, Management, Cloud Computing, Project Management, Change Management, Professional Services, Disaster Recovery, Integration, .NET, Account Management, Java, Business Development, JavaScript, Management Consulting, Software Development, Team Building, CRM, Program Management, Agile Methodologies, XML, Start-ups, Databases, ERP, Requirements Gathering, Business Analysis, New Business Development, Requirements Analysis, Process Improvement, Business Process..., Vendor Management, SDLC, Leadership, Mobile Applications, SaaS, SOA, Salesforce.com, Quality Assurance, Software Project..., Enterprise Software, Product Management, IT Strategy, Budgets, Team Leadership, Business Intelligence, Business Process
Education
California State University-Dominguez Hills 1985 — 1988
Bachelor's of Science, Business Administration, Computer Information Systems, Graduated Magna Cum Laude
Cedar Girls Secondary School 1981 — 1984
United Kingdom, Cambridge - General Certificate Examination Ordinary Level, General Studies
Union Bank February 2013 - April 2013
Apperian, Inc. April 2012 - November 2012
Toyota Financial Services July 2012 - September 2012
MSLA March 2011 - March 2012
EdgeSoft Inc. April 2010 - March 2011
Apple Inc March 2008 - January 2010
Edgesoft Inc July 2005 - February 2008
Foothill De Anza Community College District July 2004 - October 2005
California State University East Bay January 2004 - June 2005
Hershey Systems April 1996 - November 2003
Skills
Contract Negotiation, Project Planning, Contract Management, Enterprise Architecture, Training, Strategic Planning, Management, Cloud Computing, Project Management, Change Management, Professional Services, Disaster Recovery, Integration, .NET, Account Management, Java, Business Development, JavaScript, Management Consulting, Software Development, Team Building, CRM, Program Management, Agile Methodologies, XML, Start-ups, Databases, ERP, Requirements Gathering, Business Analysis, New Business Development, Requirements Analysis, Process Improvement, Business Process..., Vendor Management, SDLC, Leadership, Mobile Applications, SaaS, SOA, Salesforce.com, Quality Assurance, Software Project..., Enterprise Software, Product Management, IT Strategy, Budgets, Team Leadership, Business Intelligence, Business Process
Education
California State University-Dominguez Hills 1985 — 1988
Bachelor's of Science, Business Administration, Computer Information Systems, Graduated Magna Cum Laude
Cedar Girls Secondary School 1981 — 1984
United Kingdom, Cambridge - General Certificate Examination Ordinary Level, General Studies
Joseph Audelo's Union Bank Experience February 2000 - October 2003
Job Vice PresidentPrincipal Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2008 - Present
Bank of the Sierra February 2006 - December 2007
Merrill Lynch October 2003 - February 2006
Union Bank February 2000 - October 2003
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Loan Origination, Retail Banking, Cross Selling, Credit Analysis, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Banking
Education
California State University, Fresno 1977 — 1979
Bachelor of Science, Business Administration/Marketing
Wells Fargo Bank January 2008 - Present
Bank of the Sierra February 2006 - December 2007
Merrill Lynch October 2003 - February 2006
Union Bank February 2000 - October 2003
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Loan Origination, Retail Banking, Cross Selling, Credit Analysis, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Banking
Education
California State University, Fresno 1977 — 1979
Bachelor of Science, Business Administration/Marketing
Paula Raun-Linde's Union Bank Experience 2010 - Present
Job Team Leader, VP at Union Bank
Industry Financial Services
Experience
Union Bank 2010 - Present
Barclays Global Investors ("BlackRock") 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 1995 - 2002
Bank of America 1993 - 1995
Education
California State University-East Bay 1988 — 1991
MBA, Finance
Union Bank 2010 - Present
Barclays Global Investors ("BlackRock") 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 1995 - 2002
Bank of America 1993 - 1995
Education
California State University-East Bay 1988 — 1991
MBA, Finance
Omar Barakzoy's Union Bank Experience August 2011 - July 2012
Job Manufacturing
Industry Automotive
Experience
Tesla Motors December 2013 - Present
Opus Bank July 2012 - November 2013
Union Bank August 2011 - July 2012
Skills
Recruiting, Mortgage Lending, Banking, Credit, Customer Service, Leadership
Education
California State University-Hayward 1989 — 1995
Bachelor's degree, Business Administration and Management, General
Tesla Motors December 2013 - Present
Opus Bank July 2012 - November 2013
Union Bank August 2011 - July 2012
Skills
Recruiting, Mortgage Lending, Banking, Credit, Customer Service, Leadership
Education
California State University-Hayward 1989 — 1995
Bachelor's degree, Business Administration and Management, General
Barbara Svantner's Union Bank Experience April 2003 - May 2008
Job Operations Manager at One Risk Group, LLC
Industry Insurance
Experience
One Risk Group, LLC August 2009 - Present
BB&T May 2008 - August 2009
Union Bank April 2003 - May 2008
Tanner Insurance Brokers, Inc. September 1997 - April 2003
Arthur J. Gallagher & Co. September 1994 - September 1997
Black/White & Associates September 1989 - September 1994
Skills
Insurance, Property & Casualty..., Workers Compensation, Customer Service, Commercial Insurance, Risk Management, Claims Management, Brokers
Education
California State University-East Bay 1983 — 1988
BS, Political Science
One Risk Group, LLC August 2009 - Present
BB&T May 2008 - August 2009
Union Bank April 2003 - May 2008
Tanner Insurance Brokers, Inc. September 1997 - April 2003
Arthur J. Gallagher & Co. September 1994 - September 1997
Black/White & Associates September 1989 - September 1994
Skills
Insurance, Property & Casualty..., Workers Compensation, Customer Service, Commercial Insurance, Risk Management, Claims Management, Brokers
Education
California State University-East Bay 1983 — 1988
BS, Political Science
Howard Mashburn's Union Bank Experience September 1999 - May 2004
Job Computer Networking Professional
Industry Computer Networking
Experience
Union Bank September 1999 - May 2004
Union Bank of California February 1996 - August 1999
Cal State University February 1990 - December 1995
Education
California State University-Dominguez Hills
Bachelor of Science in Business Administration, Computer Information Systems
New Horizons Computer Learning Center 2004 — 2006
Loyola Marymount University 1982 — 1985
Electrical Engineering
Union Bank September 1999 - May 2004
Union Bank of California February 1996 - August 1999
Cal State University February 1990 - December 1995
Education
California State University-Dominguez Hills
Bachelor of Science in Business Administration, Computer Information Systems
New Horizons Computer Learning Center 2004 — 2006
Loyola Marymount University 1982 — 1985
Electrical Engineering
Leonard Monge's Union Bank Experience July 1992 - October 2007
Job Former Owner, PhotoByLenny, LLC
Industry Photography
Experience
Union Bank July 1992 - October 2007
Northrop Grumman Information Systems November 1979 - July 1992
Skills
Photography, Photoshop, Social Media, Online Marketing, Event Management, Project Coordination, Team Building, Microsoft Office, Project Planning, Strategic Planning, Team Leadership, Program Management, Microsoft Excel, Fashion, Weddings, Troubleshooting, Advertising, Change Management, Photojournalism, Risk Management, Photos, Portraits, System Administration, Management, Business Intelligence, Social Media Marketing, Wedding Photography, Linux, Film, Event Photography, Windows, Security, Portrait Photography, Networking, Server Architecture, IT Management, Digital Photography, Marketing, Fine Art Photography, Public Relations, Marketing Strategy, Business Analysis, Commercial Photography, Travel Photography, Customer Service, Marketing Communications, Vendor Management, Social Networking, Analysis, Lightroom
Education
California State University-Dominguez Hills 1974 — 1976
BA, Economics
Union Bank July 1992 - October 2007
Northrop Grumman Information Systems November 1979 - July 1992
Skills
Photography, Photoshop, Social Media, Online Marketing, Event Management, Project Coordination, Team Building, Microsoft Office, Project Planning, Strategic Planning, Team Leadership, Program Management, Microsoft Excel, Fashion, Weddings, Troubleshooting, Advertising, Change Management, Photojournalism, Risk Management, Photos, Portraits, System Administration, Management, Business Intelligence, Social Media Marketing, Wedding Photography, Linux, Film, Event Photography, Windows, Security, Portrait Photography, Networking, Server Architecture, IT Management, Digital Photography, Marketing, Fine Art Photography, Public Relations, Marketing Strategy, Business Analysis, Commercial Photography, Travel Photography, Customer Service, Marketing Communications, Vendor Management, Social Networking, Analysis, Lightroom
Education
California State University-Dominguez Hills 1974 — 1976
BA, Economics
Frank Di Tomaso's Union Bank Experience 1981 - 1983
Job Chairman & CEO at Bank of Santa Clarita
Industry Banking
Experience
Bank of Santa Clarita March 2004 - Present
City National Bank 1996 - 2004
Metrobank 1984 - 1996
Union Bank 1981 - 1983
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Cash Management, Credit Analysis, Financial Analysis, Mergers, Asset Based Lending, Treasury Management, Portfolio Management, Due Diligence, Risk Management, Underwriting
Education
California State University-Fresno 1977 — 1981
BS, Accounting
University of California, Davis 1976 — 1977
Engineering
Crespi Carmelite High School 1972 — 1976
Bank of Santa Clarita March 2004 - Present
City National Bank 1996 - 2004
Metrobank 1984 - 1996
Union Bank 1981 - 1983
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Cash Management, Credit Analysis, Financial Analysis, Mergers, Asset Based Lending, Treasury Management, Portfolio Management, Due Diligence, Risk Management, Underwriting
Education
California State University-Fresno 1977 — 1981
BS, Accounting
University of California, Davis 1976 — 1977
Engineering
Crespi Carmelite High School 1972 — 1976
Arthur (Billy) Gilmore's Union Bank Experience April 2013 - Present
Job Commercial Finance & Banking
Industry Banking
Experience
Union Bank April 2013 - Present
Santa Barbara Bank & Trust August 2010 - April 2013
Pacific Capital Bancorp January 2008 - August 2010
Pacific Capital Bancorp July 2006 - December 2007
Pacific Capital Bancorp August 2005 - July 2006
Skills
Commercial Lending, Financial Analysis, Banking, Credit, Commercial Banking, Loans, Excel, Customer Relations, Customer Service, Portfolio Management, Finance, Credit Analysis
Education
California State University-Chico
Psychology
Union Bank April 2013 - Present
Santa Barbara Bank & Trust August 2010 - April 2013
Pacific Capital Bancorp January 2008 - August 2010
Pacific Capital Bancorp July 2006 - December 2007
Pacific Capital Bancorp August 2005 - July 2006
Skills
Commercial Lending, Financial Analysis, Banking, Credit, Commercial Banking, Loans, Excel, Customer Relations, Customer Service, Portfolio Management, Finance, Credit Analysis
Education
California State University-Chico
Psychology
Philippa Clarke's Union Bank Experience May 1993 - June 1996
Job Experienced Administrative Specialist and Bookkeeper
Industry Education Management
Experience
Los Angeles County Office of Education October 1998 - June 2012
California Youth Theatre June 1996 - October 1998
Union Bank May 1993 - June 1996
City of Santa Monica October 1985 - December 1992
Skills
Administrative Support, Economic Development, Grants, Data Entry, Outlook, Accounts Payable, Government Liaison, Recommendations, Accounts Receivable, PowerPoint, Invoicing, Funding, Preparation, Event Planning, Scheduling, Supervisory Skills, Microsoft Office, Access, Purchasing, Government, Excel, Word, Editing, Research, Public Administration, Administrative...
Education
California State University-Dominguez Hills 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration HR Management, 3.78
East Los Angeles College 2007 — 2009
Associate of Science (A.S.), Behavioral Science
Sawyer Business College 1981 — 1982
Associates Degree
Los Angeles County Office of Education October 1998 - June 2012
California Youth Theatre June 1996 - October 1998
Union Bank May 1993 - June 1996
City of Santa Monica October 1985 - December 1992
Skills
Administrative Support, Economic Development, Grants, Data Entry, Outlook, Accounts Payable, Government Liaison, Recommendations, Accounts Receivable, PowerPoint, Invoicing, Funding, Preparation, Event Planning, Scheduling, Supervisory Skills, Microsoft Office, Access, Purchasing, Government, Excel, Word, Editing, Research, Public Administration, Administrative...
Education
California State University-Dominguez Hills 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration HR Management, 3.78
East Los Angeles College 2007 — 2009
Associate of Science (A.S.), Behavioral Science
Sawyer Business College 1981 — 1982
Associates Degree
Ravi Swett's Union Bank Experience August 2007 - September 2011
Job QA Specialist\SME at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank September 2011 - Present
Union Bank August 2007 - September 2011
US Bank formerly Pacific National Bank 2005 - 2006
US Bank formerly Pacific National Bank 2005 - 2006
Citibank January 1995 - May 2005
Skills
Risk Management, Bank Secrecy Act, Financial Risk, Banking, Operational Risk, AML, Anti Money Laundering, KYC, Operational Risk..., USA PATRIOT Act, Fraud, OFAC, Enterprise Risk..., Management, Fraud Detection, Risk Assessment, Due Diligence, Transaction Processing, Financial Transactions, Certified Anti-Money..., Risk Analysis
Education
Cal. State Hayward 1998 — 2003
Bachelor of Science Finance, Finance, General
California State University-East Bay 1998 — 2003
Bachelor of Science, Finance
First Republic Bank February 2015 - Present
First Republic Bank September 2011 - Present
Union Bank August 2007 - September 2011
US Bank formerly Pacific National Bank 2005 - 2006
US Bank formerly Pacific National Bank 2005 - 2006
Citibank January 1995 - May 2005
Skills
Risk Management, Bank Secrecy Act, Financial Risk, Banking, Operational Risk, AML, Anti Money Laundering, KYC, Operational Risk..., USA PATRIOT Act, Fraud, OFAC, Enterprise Risk..., Management, Fraud Detection, Risk Assessment, Due Diligence, Transaction Processing, Financial Transactions, Certified Anti-Money..., Risk Analysis
Education
Cal. State Hayward 1998 — 2003
Bachelor of Science Finance, Finance, General
California State University-East Bay 1998 — 2003
Bachelor of Science, Finance
Lee Ann Martinson's Union Bank Experience May 2013 - Present
Job Senior Trust Officer at Union Bank
Industry Financial Services
Experience
Union Bank May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management May 2005 - May 2013
Sallie Mae (formerly Education Assistance Foundation, Student Loan Finance Association) August 2003 - April 2005
US Trust June 2000 - July 2003
Skills
Estate Planning, Trust Services, Trusts, Asset Managment, Trust Management, Wealth Management, Strategic Financial..., Portfolio Management, Estate Administration, High Net Worth..., Corporate Law, Wealth Management..., Financial Services, Asset Management
Education
Seattle University School of Law 1994 — 1997
J.D., Law
California State University-Chico 1987 — 1991
Bachelor of Arts, Public Administration, Business Administration
Union Bank May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management May 2005 - May 2013
Sallie Mae (formerly Education Assistance Foundation, Student Loan Finance Association) August 2003 - April 2005
US Trust June 2000 - July 2003
Skills
Estate Planning, Trust Services, Trusts, Asset Managment, Trust Management, Wealth Management, Strategic Financial..., Portfolio Management, Estate Administration, High Net Worth..., Corporate Law, Wealth Management..., Financial Services, Asset Management
Education
Seattle University School of Law 1994 — 1997
J.D., Law
California State University-Chico 1987 — 1991
Bachelor of Arts, Public Administration, Business Administration
Gary Shekerjian's Union Bank Experience 1994 - 2003
Job
Industry Banking
Experience
Umpqua Bank 2014 - Present
Rabobank 2012 - 2013
Haynes equipment, llc 2007 - 2011
Citibank 2004 - 2007
Union Bank 1994 - 2003
Skills
Portfolio Management, Loans, Financial Risk, Risk Management, Banking, Commercial Lending, Corporate Finance, Due Diligence, Financial Analysis
Education
California State University-Fresno 1991 — 1992
Master of Business Administration (M.B.A.)
University of Southern California 1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Umpqua Bank 2014 - Present
Rabobank 2012 - 2013
Haynes equipment, llc 2007 - 2011
Citibank 2004 - 2007
Union Bank 1994 - 2003
Skills
Portfolio Management, Loans, Financial Risk, Risk Management, Banking, Commercial Lending, Corporate Finance, Due Diligence, Financial Analysis
Education
California State University-Fresno 1991 — 1992
Master of Business Administration (M.B.A.)
University of Southern California 1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Cyrus Sirang's Union Bank Experience January 2013 - Present
Job Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Union Bank May 2012 - December 2012
Union Bank December 2011 - April 2012
Z Pizza September 2008 - December 2010
Orchard Supply Hardware October 2007 - August 2008
Skills
Current Events, Entrepreneurship, Customer Service, Marketing, Social Media, Banking, Sales
Education
California State University, Fresno 2007 — 2010
B.S., Business administration with an emphasis in entrepreneurship
Union Bank January 2013 - Present
Union Bank May 2012 - December 2012
Union Bank December 2011 - April 2012
Z Pizza September 2008 - December 2010
Orchard Supply Hardware October 2007 - August 2008
Skills
Current Events, Entrepreneurship, Customer Service, Marketing, Social Media, Banking, Sales
Education
California State University, Fresno 2007 — 2010
B.S., Business administration with an emphasis in entrepreneurship
Dilia Blanco's Union Bank Experience April 1987 - April 1991
Job Library Technician at San Benito County Free Library
Industry Libraries
Experience
San Benito County Free Library August 1999 - Present
San Benito County Family Support Services June 1996 - August 1999
Caballero, Matchem & McCarthy February 1992 - February 1996
Don Pedros Mexican Rest April 1991 - January 1993
Union Bank April 1987 - April 1991
Education
California State University, Fresno
Fine/Studio Arts, General
San Benito County Free Library August 1999 - Present
San Benito County Family Support Services June 1996 - August 1999
Caballero, Matchem & McCarthy February 1992 - February 1996
Don Pedros Mexican Rest April 1991 - January 1993
Union Bank April 1987 - April 1991
Education
California State University, Fresno
Fine/Studio Arts, General
Julie Anzalone's Union Bank Experience August 2004 - February 2006
Job Finance Director at Fully Alive Community Church
Industry Religious Institutions
Experience
Fully Alive Community Church January 2003 - Present
Union Bank August 2004 - February 2006
Wells Fargo Bank August 1993 - August 2004
Skills
Financial Management, Customer Relations, Managerial Finance, Budgets, Account Management, Nonprofits, Leadership, Customer Service, Forecasting
Education
California State University-Hayward 1994 — 2001
Bachelor of Arts, Liberal Studies-French Emphasis
Ohlone College 1993 — 1994
Fully Alive Community Church January 2003 - Present
Union Bank August 2004 - February 2006
Wells Fargo Bank August 1993 - August 2004
Skills
Financial Management, Customer Relations, Managerial Finance, Budgets, Account Management, Nonprofits, Leadership, Customer Service, Forecasting
Education
California State University-Hayward 1994 — 2001
Bachelor of Arts, Liberal Studies-French Emphasis
Ohlone College 1993 — 1994
Jeff Raines's Union Bank Experience 1996 - 2001
Job Bank Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2012 - Present
Umpqua Bank June 2010 - September 2012
Umpqua Bank March 2004 - April 2009
Union Bank 1996 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Retail Banking, Credit, Mortgage Lending, Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Loan Origination, Refinance, Cross Selling, Deposits, Asset Based Lending, Branch Management
Education
California State University-Hayward 1977 — 1980
California State University-Sacramento 1976 — 1977
Castro Valley High School 1973 — 1976
Diploma
California Bank & Trust September 2012 - Present
Umpqua Bank June 2010 - September 2012
Umpqua Bank March 2004 - April 2009
Union Bank 1996 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Retail Banking, Credit, Mortgage Lending, Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Loan Origination, Refinance, Cross Selling, Deposits, Asset Based Lending, Branch Management
Education
California State University-Hayward 1977 — 1980
California State University-Sacramento 1976 — 1977
Castro Valley High School 1973 — 1976
Diploma
S Pops's Union Bank Experience June 1992 - July 1998
Job Cash Flow Advisor
Industry Financial Services
Experience
Self Employed January 1971 - Present
The California Stockmen's Bank February 2000 - April 2001
Union Bank June 1992 - July 1998
Security Pacific National Bank January 1971 - June 1992
Skills
Banking, Financial Services, Investments, Cash Flow, Loans, Project Management, Credit, Management, PowerPoint, Accounts Receivable
Education
University of California, Berkeley 1976 — 1977
Education
CSU Chico 1958 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Self Employed January 1971 - Present
The California Stockmen's Bank February 2000 - April 2001
Union Bank June 1992 - July 1998
Security Pacific National Bank January 1971 - June 1992
Skills
Banking, Financial Services, Investments, Cash Flow, Loans, Project Management, Credit, Management, PowerPoint, Accounts Receivable
Education
University of California, Berkeley 1976 — 1977
Education
CSU Chico 1958 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Roger Cardoza, MSA, MBA's Union Bank Experience December 2006 - December 2007
Job Accounting Manager
Industry Accounting
Experience
Fresno Housing Authority June 2014 - June 2015
Fresno Housing Authority August 2013 - June 2014
County of Madera January 2008 - August 2013
Union Bank December 2006 - December 2007
Dollar Financial Group December 2003 - November 2006
Skills
Accounting, Microsoft Excel, General Ledger, GAAP, Financial Analysis, Auditing, Internal Controls, Internal Audit, Account Reconciliation, QuickBooks, Financial Accounting, Financial Statements, Accounts Receivable, Accounts Payable, Journal Entries, Sarbanes-Oxley, Peachtree, Microsoft Office, Adobe Acrobat, Payroll, PowerPoint, Cash Management, Management, Budgets, Software Documentation, Financial Modeling, Analysis, Financial Reporting, Customer Service, Fixed Assets
Education
California State University-Fresno 2010 — 2013
Master of Business Administration (M.B.A.)
California State University-Fresno 2010 — 2011
Masters of Science, Accountancy
California State University-Fresno 1999 — 2003
Bachelor's of Science, Business Administration - Management
Fresno Housing Authority June 2014 - June 2015
Fresno Housing Authority August 2013 - June 2014
County of Madera January 2008 - August 2013
Union Bank December 2006 - December 2007
Dollar Financial Group December 2003 - November 2006
Skills
Accounting, Microsoft Excel, General Ledger, GAAP, Financial Analysis, Auditing, Internal Controls, Internal Audit, Account Reconciliation, QuickBooks, Financial Accounting, Financial Statements, Accounts Receivable, Accounts Payable, Journal Entries, Sarbanes-Oxley, Peachtree, Microsoft Office, Adobe Acrobat, Payroll, PowerPoint, Cash Management, Management, Budgets, Software Documentation, Financial Modeling, Analysis, Financial Reporting, Customer Service, Fixed Assets
Education
California State University-Fresno 2010 — 2013
Master of Business Administration (M.B.A.)
California State University-Fresno 2010 — 2011
Masters of Science, Accountancy
California State University-Fresno 1999 — 2003
Bachelor's of Science, Business Administration - Management
Kathleen Savidge's Union Bank Experience 2004 - Present
Job Vice President / Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank 2004 - Present
Skills
Financial Analysis, Risk Management, Bank Relationship..., Portfolio Management
Education
California State University-Fresno
Bachelor's degree, Business Administration and Management, General
Union Bank 2004 - Present
Skills
Financial Analysis, Risk Management, Bank Relationship..., Portfolio Management
Education
California State University-Fresno
Bachelor's degree, Business Administration and Management, General
Paulina Garnica's Union Bank Experience October 2010 - Present
Job
Industry
Experience
Union Bank October 2010 - Present
Wells Fargo September 2009 - October 2010
City of Clovis January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Bilingual
Education
California State University-Fresno 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Union Bank October 2010 - Present
Wells Fargo September 2009 - October 2010
City of Clovis January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Bilingual
Education
California State University-Fresno 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Christina Martinez's Union Bank Experience May 1997 - December 1999
Job Substitute / Home Teacher at Norwalk La Mirada Unified School District
Industry Consumer Services
Experience
Cal Western RV September 2005 - October 2014
County Of Los Angeles Public Library April 2013 - May 2014
Norwalk La Mirada Unified School District October 2007 - October 2012
Apple One April 2011 - September 2011
Vista Paint October 2005 - October 2007
Office Team February 2005 - October 2005
Comcast Digital Entertainment August 2002 - October 2004
Vector Resources March 2001 - April 2002
Long Beach Mortgage / WaMu Home Loans January 2000 - February 2001
Union Bank May 1997 - December 1999
Skills
Talent Acquisition, Customer Service, Onboarding, Applicant Tracking..., New Hire Orientations, Payroll, HRIS, Benefits Administration, College Recruiting, Reference Checking, Employee Relations, Microsoft Office, ADP Payroll, Microsoft Excel, Recruiting, FMLA, Human Resources, Job Fairs
Education
CSUDH
Bachelor of Science (B.S.), Business Administration
University of Phoenix
Master's degree, Elementary Education and Teaching
Cal Western RV September 2005 - October 2014
County Of Los Angeles Public Library April 2013 - May 2014
Norwalk La Mirada Unified School District October 2007 - October 2012
Apple One April 2011 - September 2011
Vista Paint October 2005 - October 2007
Office Team February 2005 - October 2005
Comcast Digital Entertainment August 2002 - October 2004
Vector Resources March 2001 - April 2002
Long Beach Mortgage / WaMu Home Loans January 2000 - February 2001
Union Bank May 1997 - December 1999
Skills
Talent Acquisition, Customer Service, Onboarding, Applicant Tracking..., New Hire Orientations, Payroll, HRIS, Benefits Administration, College Recruiting, Reference Checking, Employee Relations, Microsoft Office, ADP Payroll, Microsoft Excel, Recruiting, FMLA, Human Resources, Job Fairs
Education
CSUDH
Bachelor of Science (B.S.), Business Administration
University of Phoenix
Master's degree, Elementary Education and Teaching
Tiffany Jeong's Union Bank Experience July 2000 - July 2001
Job Information Technology Telecommunications Specialist at US Navy
Industry Military
Experience
U.S Navy April 2008 - January 2009
US Navy August 2001 - January 2009
US Navy 2001 - 2009
U.S. Navy, Commander Seventh Fleet September 2007 - April 2008
US Navy October 2005 - September 2007
US Navy August 2001 - September 2005
Union Bank July 2000 - July 2001
Skills
Telecommunications..., Information Technology, Information Systems, Mobile Technology, Mobile Devices, Crypto, Top Secret, Military Operations, Military Training, Military Experience, Foreign military...
Education
California State University-East Bay 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
U.S Navy April 2008 - January 2009
US Navy August 2001 - January 2009
US Navy 2001 - 2009
U.S. Navy, Commander Seventh Fleet September 2007 - April 2008
US Navy October 2005 - September 2007
US Navy August 2001 - September 2005
Union Bank July 2000 - July 2001
Skills
Telecommunications..., Information Technology, Information Systems, Mobile Technology, Mobile Devices, Crypto, Top Secret, Military Operations, Military Training, Military Experience, Foreign military...
Education
California State University-East Bay 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Michelle Chiarito's Union Bank Experience May 1999 - Present
Job Branch Service Manager at Union Bank
Industry Banking
Experience
Union Bank May 1999 - Present
Education
California State University, Fresno 1998 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Union Bank May 1999 - Present
Education
California State University, Fresno 1998 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Drew Mayne's Union Bank Experience April 2005 - 2008
Job Developer for Vertical Management Systems Inc.
Industry Financial Services
Experience
Prudential Retirement 2008 - 2012
Union Bank April 2005 - 2008
Skills
Data Conversion, •Sungard Omniscript,..., •C#, Visual Basic,..., Javascript, CSS, DHTML,..., MS VBA for...
Education
California State University-Dominguez Hills 2000 — 2004
Bachelor of Science (BS), Computer Science
Prudential Retirement 2008 - 2012
Union Bank April 2005 - 2008
Skills
Data Conversion, •Sungard Omniscript,..., •C#, Visual Basic,..., Javascript, CSS, DHTML,..., MS VBA for...
Education
California State University-Dominguez Hills 2000 — 2004
Bachelor of Science (BS), Computer Science
Jana Baker's Union Bank Experience July 1992 - December 2010
Job at
Industry Retail
Experience
National Equipment, LLC May 2014 - Present
National Hardware Supply December 2010 - Present
Union Bank July 1992 - December 2010
Security Pacific National Bank March 1979 - July 1992
Skills
Decoration, Gardening, Management, Artistic Vision, Antiques
Education
California State University-Fresno 1978 — 1980
didn't finish, Microbiology and Immunology
Fresno City College 1973 — 1976
Associate of Science (A.S.), Biology, General
Lemoore High School 1969 — 1973
High
National Equipment, LLC May 2014 - Present
National Hardware Supply December 2010 - Present
Union Bank July 1992 - December 2010
Security Pacific National Bank March 1979 - July 1992
Skills
Decoration, Gardening, Management, Artistic Vision, Antiques
Education
California State University-Fresno 1978 — 1980
didn't finish, Microbiology and Immunology
Fresno City College 1973 — 1976
Associate of Science (A.S.), Biology, General
Lemoore High School 1969 — 1973
High
Greg Tinlin's Union Bank Experience February 1989 - August 2009
Job Principal at Guardian Risk & Insurance Services
Industry Insurance
Experience
Guardian Risk & Insurance Services January 2013 - Present
Sullivan Curtis Monroe December 2009 - November 2012
Union Bank February 1989 - August 2009
Wells Fargo January 1987 - January 1989
Bank of America October 1981 - December 1986
Skills
Nonprofits, Insurance, Strategic Planning, Public Speaking, PowerPoint, Budgets, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Financial Analysis, Management Consulting, Business Strategy, Customer Service, Accounting, Project Management, Contract Negotiation, Microsoft Office, Financial Reporting, Finance, Risk Management, Business Planning, Leadership, Financial Modeling, Banking, Forecasting, Executive Management
Education
California State University-Fullerton 1976 — 1978
Bachelor of Science (B.S.), Accounting and Finance
Guardian Risk & Insurance Services January 2013 - Present
Sullivan Curtis Monroe December 2009 - November 2012
Union Bank February 1989 - August 2009
Wells Fargo January 1987 - January 1989
Bank of America October 1981 - December 1986
Skills
Nonprofits, Insurance, Strategic Planning, Public Speaking, PowerPoint, Budgets, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Financial Analysis, Management Consulting, Business Strategy, Customer Service, Accounting, Project Management, Contract Negotiation, Microsoft Office, Financial Reporting, Finance, Risk Management, Business Planning, Leadership, Financial Modeling, Banking, Forecasting, Executive Management
Education
California State University-Fullerton 1976 — 1978
Bachelor of Science (B.S.), Accounting and Finance
Jennifer McGhee's Union Bank Experience February 2005 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank February 2005 - Present
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Loan Origination, Credit Risk, Portfolio Management, Treasury Management, Cross Selling, Cash Management, Mortgage Banking, Financial Analysis, Deposits, Project Management, Microsoft Excel, Assistant Teaching
Education
California State University-East Bay 2010 — 2015
Bachelor's degree, Business/Managerial Economics
LA Mission College 2005 — 2008
Associate of Arts (A.A.)
Union Bank February 2005 - Present
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Loan Origination, Credit Risk, Portfolio Management, Treasury Management, Cross Selling, Cash Management, Mortgage Banking, Financial Analysis, Deposits, Project Management, Microsoft Excel, Assistant Teaching
Education
California State University-East Bay 2010 — 2015
Bachelor's degree, Business/Managerial Economics
LA Mission College 2005 — 2008
Associate of Arts (A.A.)
Jenny Aydelott's Union Bank Experience September 2013 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank September 2013 - Present
Citi December 1991 - September 2013
Education
California State University-East Bay 1984 — 1988
Speech Communications, Bachelors of Arts Degree in Interpersonal Communications
Union Bank September 2013 - Present
Citi December 1991 - September 2013
Education
California State University-East Bay 1984 — 1988
Speech Communications, Bachelors of Arts Degree in Interpersonal Communications
Greg Moline's Union Bank Experience September 1985 - April 2007
Job
Industry
Experience
Union Bank September 1985 - April 2007
Education
California State University-Dominguez Hills 1985 — 1996
Bachelor of Arts (B.A.), Computer Science
Harvey Mudd College 1966 — 1969
Physics
Union Bank September 1985 - April 2007
Education
California State University-Dominguez Hills 1985 — 1996
Bachelor of Arts (B.A.), Computer Science
Harvey Mudd College 1966 — 1969
Physics
Daniel Gudiel's Union Bank Experience June 2008 - Present
Job Senior Service Specialist at Union Bank
Industry Banking
Experience
Union Bank June 2008 - Present
Skills
Banking, Financial Services, Risk Management, Retail Banking
Education
California State University-Dominguez Hills
Union Bank June 2008 - Present
Skills
Banking, Financial Services, Risk Management, Retail Banking
Education
California State University-Dominguez Hills