Union Bank
Description
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
Employee
Years
Job
Industry
Luiza Edinchikyan Luiza Edinchikyan's Union Bank Experience June 2007 - May 2010
Job Sales Executive at TWE Solutions, Inc.
Industry Information Technology and Services
Experience
TWE Solutions February 2015 - Present
ALT Systems May 2010 - January 2015
Union Bank June 2007 - May 2010
Skills
Budgets, Finance, Business Planning, Direct Sales, Leadership, Strategic Planning, Financial Analysis, Analytics, Training, Procurement, Operations Management, Logistics, Time Management, Solution Selling, Accounting, Risk Management, Project Management, Management, New Business Development, Sales
Education
California State University-Northridge 2006 — 2010
Bachelor of Science (B.S.), Business Management
TWE Solutions February 2015 - Present
ALT Systems May 2010 - January 2015
Union Bank June 2007 - May 2010
Skills
Budgets, Finance, Business Planning, Direct Sales, Leadership, Strategic Planning, Financial Analysis, Analytics, Training, Procurement, Operations Management, Logistics, Time Management, Solution Selling, Accounting, Risk Management, Project Management, Management, New Business Development, Sales
Education
California State University-Northridge 2006 — 2010
Bachelor of Science (B.S.), Business Management
Antoinette Mongelli Antoinette Mongelli's Union Bank Experience January 1985 - December 1987
Job Founder and CEO of Free as a Bird
Industry Think Tanks
Experience
Free as a Bird February 2012 - Present
UCLA February 2012 - December 2012
UCLA Volunteer Center, http://volunteer.ucla.edu/ November 2008 - February 2012
UCLA January 2000 - September 2009
UCLA December 1987 - January 2000
Union Bank January 1985 - December 1987
The Pasadena Weekly September 1983 - November 1984
Eighth Street Gallery September 1983 - November 1984
The Los Angeles Reader December 1981 - June 1983
AmeriCorps September 1976 - August 1977
Skills
Community Outreach, Research, Public Speaking, Program Development, Volunteer Management, Policy Analysis, Teaching, Editing, Crisis Management, New Business Development, Networking, Strategic Planning, Organizational..., Leadership Development, Civic Engagement, Professional Mentoring, Social Media, Non-profits, Nonprofits, Executive Coaching, Managing Start-ups, Management, Policy, Event Planning, Social Networking, Public Relations, Event Management, Strategy, Marketing Strategy, Fundraising, Community Development, Mentoring, Program Management, Data Analysis, Leadership, Social Entrepreneurship, Marketing, Grants, Business Development, Grant Writing, Strategic Communications, Public Policy, Business Strategy, Philanthropy, Entrepreneurship, Sustainability, Program Evaluation, International Relations, Advertising, Politics
Education
Università degli Studi di Firenze 1980 — 1981
International Relations and Affairs
California State University-Northridge
Bachelor's degree, Political Science and Government
Burbank High School
Free as a Bird February 2012 - Present
UCLA February 2012 - December 2012
UCLA Volunteer Center, http://volunteer.ucla.edu/ November 2008 - February 2012
UCLA January 2000 - September 2009
UCLA December 1987 - January 2000
Union Bank January 1985 - December 1987
The Pasadena Weekly September 1983 - November 1984
Eighth Street Gallery September 1983 - November 1984
The Los Angeles Reader December 1981 - June 1983
AmeriCorps September 1976 - August 1977
Skills
Community Outreach, Research, Public Speaking, Program Development, Volunteer Management, Policy Analysis, Teaching, Editing, Crisis Management, New Business Development, Networking, Strategic Planning, Organizational..., Leadership Development, Civic Engagement, Professional Mentoring, Social Media, Non-profits, Nonprofits, Executive Coaching, Managing Start-ups, Management, Policy, Event Planning, Social Networking, Public Relations, Event Management, Strategy, Marketing Strategy, Fundraising, Community Development, Mentoring, Program Management, Data Analysis, Leadership, Social Entrepreneurship, Marketing, Grants, Business Development, Grant Writing, Strategic Communications, Public Policy, Business Strategy, Philanthropy, Entrepreneurship, Sustainability, Program Evaluation, International Relations, Advertising, Politics
Education
Università degli Studi di Firenze 1980 — 1981
International Relations and Affairs
California State University-Northridge
Bachelor's degree, Political Science and Government
Burbank High School
Arielle Mandell, MBA, CAPM Arielle Mandell, MBA, CAPM's Union Bank Experience January 2010 - August 2012
Job Project Lead, Traffic Coordinator at THE CAPITAL GROUP
Industry Marketing and Advertising
Experience
Capital Group January 2014 - Present
ITT EXELIS February 2013 - April 2013
Union Bank January 2010 - August 2012
Union Bank February 2006 - November 2009
Union Bank October 2005 - February 2006
Skills
Banking, Portfolio Management, Credit, Customer Service, Event Planning, Financial Analysis, Financial Modeling, Leadership, Project Management, Public Speaking, Recruiting, Small Business Lending, Strategic Planning, Leadership Development, Marketing, Process Improvement, Program Management, Team Building, Vendor Management
Education
Mount St. Mary's College 2012 — 2013
Master of Business Administration (MBA), Certified Associate in Program Management (CAPM), Project Management
California State University-Northridge 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Mount St. Mary's College 2000 — 2002
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Capital Group January 2014 - Present
ITT EXELIS February 2013 - April 2013
Union Bank January 2010 - August 2012
Union Bank February 2006 - November 2009
Union Bank October 2005 - February 2006
Skills
Banking, Portfolio Management, Credit, Customer Service, Event Planning, Financial Analysis, Financial Modeling, Leadership, Project Management, Public Speaking, Recruiting, Small Business Lending, Strategic Planning, Leadership Development, Marketing, Process Improvement, Program Management, Team Building, Vendor Management
Education
Mount St. Mary's College 2012 — 2013
Master of Business Administration (MBA), Certified Associate in Program Management (CAPM), Project Management
California State University-Northridge 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Mount St. Mary's College 2000 — 2002
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
John F. McIntyre, Sr. John F. McIntyre, Sr.'s Union Bank Experience June 1973 - October 1985
Job Proprietor at The McIntyre Group an affiliate of Shoreline Markwood Capital
Industry Financial Services
Experience
The McIntyre Group - an affiliate of Shoreline - Markwood Capital April 2011 - Present
CAN January 2007 - March 2010
Plaza Bank October 2005 - September 2006
Washington Mutual Commercial Bank May 2000 - September 2004
Wells Fargo Bank, Willis Corroon, BDO Seidman September 1989 - May 2000
U.S. Trust Company, First American Trust Company, Mellon Bank, Call, Clayton & Jensen, Marine Nation September 1989 - May 2000
Wells Fargo Bank April 1988 - May 1989
McINTYRE & McCONVEY January 1986 - February 1988
Union Bank June 1973 - October 1985
Skills
sales, Salesforce Training, Corporate Finance, New Business Development, Business Planning, Sales Rep Training, Management Consulting, Strategic Consulting, Strategy, Underwriting, Finance, Loans, Business Development, Due Diligence
Education
California State University-Northridge 1965 — 1970
Bachelor of Science (BS), Finance
The McIntyre Group - an affiliate of Shoreline - Markwood Capital April 2011 - Present
CAN January 2007 - March 2010
Plaza Bank October 2005 - September 2006
Washington Mutual Commercial Bank May 2000 - September 2004
Wells Fargo Bank, Willis Corroon, BDO Seidman September 1989 - May 2000
U.S. Trust Company, First American Trust Company, Mellon Bank, Call, Clayton & Jensen, Marine Nation September 1989 - May 2000
Wells Fargo Bank April 1988 - May 1989
McINTYRE & McCONVEY January 1986 - February 1988
Union Bank June 1973 - October 1985
Skills
sales, Salesforce Training, Corporate Finance, New Business Development, Business Planning, Sales Rep Training, Management Consulting, Strategic Consulting, Strategy, Underwriting, Finance, Loans, Business Development, Due Diligence
Education
California State University-Northridge 1965 — 1970
Bachelor of Science (BS), Finance
Sherry Hertle's Union Bank Experience April 2011 - November 2012
Job
Industry E-Learning
Experience
Mission Federal Credit Union November 2014 - Present
Freelance Consultant May 2013 - April 2015
CareFusion May 2014 - November 2014
Union Bank April 2011 - November 2012
SunTrust Bank August 2010 - April 2011
Countrywide Bank January 2008 - August 2008
Wells Fargo Bank 2004 - 2008
Skills
Blended Learning, Needs Analysis, Instructional Design, E-Learning, Performance Improvement, Adult Learning Theory, Training Delivery, ADDIE, Training, Instructional Technology, Coaching, Adult Education, Leadership, Program Management, Workshop Facilitation, Learning Management..., Performance Consulting, Learning Management, SnagIt, Lectora
Education
San Diego State University-California State University 2008 — 2010
M.A., Education
California State University-Northridge
B.A, Communication Studies
Mission Federal Credit Union November 2014 - Present
Freelance Consultant May 2013 - April 2015
CareFusion May 2014 - November 2014
Union Bank April 2011 - November 2012
SunTrust Bank August 2010 - April 2011
Countrywide Bank January 2008 - August 2008
Wells Fargo Bank 2004 - 2008
Skills
Blended Learning, Needs Analysis, Instructional Design, E-Learning, Performance Improvement, Adult Learning Theory, Training Delivery, ADDIE, Training, Instructional Technology, Coaching, Adult Education, Leadership, Program Management, Workshop Facilitation, Learning Management..., Performance Consulting, Learning Management, SnagIt, Lectora
Education
San Diego State University-California State University 2008 — 2010
M.A., Education
California State University-Northridge
B.A, Communication Studies
Eleanor Beasley, CTP Eleanor Beasley, CTP's Union Bank Experience September 2007 - June 2010
Job Independent Contractor
Industry Banking
Experience
Eleanor Beasley, CTP - Business Banking Consultants (EBBBC) July 2010 - Present
Eleanor Beasley July 2010 - Present
YWCA Greater Los Angeles July 2008 - Present
Bloom Again Foundation January 2008 - July 2014
Crystal Stairs, Inc. July 2006 - July 2011
Union Bank September 2007 - June 2010
Susan G. Komen for the Cure Los Angeles County Affiliate 2000 - 2007
City National Bank 1999 - 2007
MOSTE: Motivating Our Students Through Experience 1995 - 2005
Home Savings of America 1996 - 1999
Skills
Banking, Executive Management, Treasury Management, Process Engineering, Cash Management, Process Improvement, Public Speaking, Coaching, Mentoring, Non-profits, Commercial Banking, Risk Management, Finance, Customer Service, Change Management, Management, Sales, Leadership Development, Leadership, Strategic Planning, Marketing Strategy, Training, Team Building, Fundraising, Program Management, Project Management, Budgets, Management Consulting, Organizational..., Microsoft Office, Operations Management, Social Media, Vendor Management, Marketing, Event Management, Research, Team Leadership, Human Resources, Public Relations, Negotiation, Business Strategy, Event Planning, Strategy, Recruiting, Employee Training, Entrepreneurship, Policy, Business Planning, Analysis, Community Outreach
Education
California State University-Northridge 1974 — 1980
Eleanor Beasley, CTP - Business Banking Consultants (EBBBC) July 2010 - Present
Eleanor Beasley July 2010 - Present
YWCA Greater Los Angeles July 2008 - Present
Bloom Again Foundation January 2008 - July 2014
Crystal Stairs, Inc. July 2006 - July 2011
Union Bank September 2007 - June 2010
Susan G. Komen for the Cure Los Angeles County Affiliate 2000 - 2007
City National Bank 1999 - 2007
MOSTE: Motivating Our Students Through Experience 1995 - 2005
Home Savings of America 1996 - 1999
Skills
Banking, Executive Management, Treasury Management, Process Engineering, Cash Management, Process Improvement, Public Speaking, Coaching, Mentoring, Non-profits, Commercial Banking, Risk Management, Finance, Customer Service, Change Management, Management, Sales, Leadership Development, Leadership, Strategic Planning, Marketing Strategy, Training, Team Building, Fundraising, Program Management, Project Management, Budgets, Management Consulting, Organizational..., Microsoft Office, Operations Management, Social Media, Vendor Management, Marketing, Event Management, Research, Team Leadership, Human Resources, Public Relations, Negotiation, Business Strategy, Event Planning, Strategy, Recruiting, Employee Training, Entrepreneurship, Policy, Business Planning, Analysis, Community Outreach
Education
California State University-Northridge 1974 — 1980
Marcos Galaviz Marcos Galaviz's Union Bank Experience April 2014 - Present
Job Mortgage Loan Officer at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Bank of America February 2012 - April 2014
Bank of America April 2006 - February 2012
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Banking, Refinance, Credit Analysis, Consumer Lending, FHA, Retail Banking, Residential Mortgages, Commercial Lending, VA loans, FHA financing
Education
California State University-Northridge 2003 — 2006
Bachelor of Arts (B.A.), Sociology
Union Bank April 2014 - Present
Bank of America February 2012 - April 2014
Bank of America April 2006 - February 2012
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Banking, Refinance, Credit Analysis, Consumer Lending, FHA, Retail Banking, Residential Mortgages, Commercial Lending, VA loans, FHA financing
Education
California State University-Northridge 2003 — 2006
Bachelor of Arts (B.A.), Sociology
Jessie Acevedo Jessie Acevedo's Union Bank Experience August 2005 - December 2010
Job MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Union Bank, N.A. January 2011 - Present
Union Bank August 2005 - December 2010
San Diego State University January 2002 - April 2005
Skills
Mortgage Lending, Commercial Lending, Loans, Commercial Banking, Loan Origination, Consumer Lending, Banking, Credit, Small Business Lending, Investments, Retirement Planning, FHA, Lines Of Credit, Series 6, Series 63
Education
California State University-Northridge 2007 — 2010
Master of Public Administration (MPA)
San Diego State University-California State University 2001 — 2005
Political Science
MUFG Union Bank, N.A. January 2011 - Present
Union Bank August 2005 - December 2010
San Diego State University January 2002 - April 2005
Skills
Mortgage Lending, Commercial Lending, Loans, Commercial Banking, Loan Origination, Consumer Lending, Banking, Credit, Small Business Lending, Investments, Retirement Planning, FHA, Lines Of Credit, Series 6, Series 63
Education
California State University-Northridge 2007 — 2010
Master of Public Administration (MPA)
San Diego State University-California State University 2001 — 2005
Political Science
Maya Illouz Maya Illouz's Union Bank Experience September 2009 - Present
Job Freelancer
Industry Banking
Experience
Union Bank September 2009 - Present
Union Bank October 2007 - September 2009
Union Bank July 2007 - October 2007
Skills
Small Business Lending, Sales, Loans, Banking, Consumer Lending, Credit, Retail Banking, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Loan Origination, Portfolio Management, Credit Risk, Risk Management, Customer Service, Team Building, Management, Leadership, Change Management
Education
CSUN 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Santa Monica College 2000 — 2003
Union Bank September 2009 - Present
Union Bank October 2007 - September 2009
Union Bank July 2007 - October 2007
Skills
Small Business Lending, Sales, Loans, Banking, Consumer Lending, Credit, Retail Banking, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Loan Origination, Portfolio Management, Credit Risk, Risk Management, Customer Service, Team Building, Management, Leadership, Change Management
Education
CSUN 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Santa Monica College 2000 — 2003
Hilda Abramian's Union Bank Experience February 2010 - Present
Job Consumer Deposit Products & Services; Group Manager at Union Bank
Industry Banking
Experience
Union Bank February 2010 - Present
Bank of America July 2008 - April 2010
Countrywide Bank January 2006 - July 2008
Washington Mutual February 1997 - December 2005
Great Western Bank November 1988 - January 1997
Skills
Marketing, Product Management, Financial Services, Credit, Product Development, Mortgage Lending, Relationship Management, Project Management, Customer Experience, Analytics, Portfolio Management, Retail Banking, Commercial Banking, Banking, Credit Cards, Management
Education
California State University-Northridge
BS, Business Administration - Marketing
University of La Verne
MBA, Marketing
Union Bank February 2010 - Present
Bank of America July 2008 - April 2010
Countrywide Bank January 2006 - July 2008
Washington Mutual February 1997 - December 2005
Great Western Bank November 1988 - January 1997
Skills
Marketing, Product Management, Financial Services, Credit, Product Development, Mortgage Lending, Relationship Management, Project Management, Customer Experience, Analytics, Portfolio Management, Retail Banking, Commercial Banking, Banking, Credit Cards, Management
Education
California State University-Northridge
BS, Business Administration - Marketing
University of La Verne
MBA, Marketing
Artin Cholakian Artin Cholakian's Union Bank Experience May 2001 - January 2003
Job Oasis Application Specialists @ Aristocrat
Industry Gambling & Casinos
Experience
Aristocrat November 2014 - Present
FDM4 America, Inc. November 2010 - August 2014
j2 Global January 2003 - November 2008
Union Bank May 2001 - January 2003
Skills
Salesforce.com, Business Analysis, SaaS, Microsoft Office, Sales, Contract Negotiation, Financial Services, CRM, Business Development, Sales Process, Consulting, Leadership, Strategic Planning, Sales Management, Team Building, Marketing, Selling, MySQL, Account Management, Customer Experience, Management, Team Leadership, E-commerce, Lead Generation, Project Management, Business Intelligence, Solution Selling, Sales Presentations, Direct Sales, Strategic Partnerships, Market Research, B2B, Customer Retention, Product Marketing, Competitive Analysis, Sales Operations, Advertising, Marketing Communications, Analysis, Analytics, Strategy, Start-ups, Online Marketing, Online Advertising, New Business Development, Business Planning, Customer Service
Education
California State University-Northridge 2000 — 2002
Bachelor of Science, Business Administration, Management and Operations
Aristocrat November 2014 - Present
FDM4 America, Inc. November 2010 - August 2014
j2 Global January 2003 - November 2008
Union Bank May 2001 - January 2003
Skills
Salesforce.com, Business Analysis, SaaS, Microsoft Office, Sales, Contract Negotiation, Financial Services, CRM, Business Development, Sales Process, Consulting, Leadership, Strategic Planning, Sales Management, Team Building, Marketing, Selling, MySQL, Account Management, Customer Experience, Management, Team Leadership, E-commerce, Lead Generation, Project Management, Business Intelligence, Solution Selling, Sales Presentations, Direct Sales, Strategic Partnerships, Market Research, B2B, Customer Retention, Product Marketing, Competitive Analysis, Sales Operations, Advertising, Marketing Communications, Analysis, Analytics, Strategy, Start-ups, Online Marketing, Online Advertising, New Business Development, Business Planning, Customer Service
Education
California State University-Northridge 2000 — 2002
Bachelor of Science, Business Administration, Management and Operations
Brittany Hobson Brittany Hobson's Union Bank Experience May 2015 - Present
Job Marketing Officer/Analyst at Union Bank
Industry Marketing and Advertising
Experience
Union Bank May 2015 - Present
Union Bank September 2014 - May 2015
Union Bank April 2012 - September 2014
Union Bank July 2007 - April 2012
Skills
Integrated Marketing, Marketing Strategy, Social Media Marketing, Analytics, Digital Marketing, Marketing Research, Direct Marketing, Segmentation, Email Marketing, Marketing Communications, Product Marketing, Competitive Analysis, Advertising, CRM, Market Research
Education
California State University-Northridge 2006 — 2010
Bachelor of Science (BS)
Union Bank May 2015 - Present
Union Bank September 2014 - May 2015
Union Bank April 2012 - September 2014
Union Bank July 2007 - April 2012
Skills
Integrated Marketing, Marketing Strategy, Social Media Marketing, Analytics, Digital Marketing, Marketing Research, Direct Marketing, Segmentation, Email Marketing, Marketing Communications, Product Marketing, Competitive Analysis, Advertising, CRM, Market Research
Education
California State University-Northridge 2006 — 2010
Bachelor of Science (BS)
Jeanette Lopez (aka:Shirley)'s Union Bank Experience April 2015 - Present
Job Assistant Vice President, Mortgage Consultant at Union Bank NMLS #461877
Industry Financial Services
Experience
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2014 - April 2015
Xceed Financial January 2014 - September 2014
Wells Fargo Home Mortgage October 2010 - December 2013
Chase Bank September 2009 - October 2010
Prospect Mortgage, LLC April 2008 - July 2009
Imperial Capital Bank February 2004 - June 2006
Wells Fargo Home Mortgage March 2002 - February 2004
Fireside Thrift March 2000 - March 2002
Countrywide Home Loans January 1998 - February 2000
Skills
Mortgage Lending, Credit, Loans, Banking, Mortgage Banking, Loan Origination, Residential Mortgages, Underwriting, Investments, Refinance, Commercial Lending, Customer Service, FHA, Sales, Finance, Credit Analysis, Consumer Lending, Risk Management, Real Estate, Leadership, FHA financing
Education
California State University-Los Angeles 1985 — 1989
BS, Business Info Systems/Finance
Fern Elementary School 1974 — 1981
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2014 - April 2015
Xceed Financial January 2014 - September 2014
Wells Fargo Home Mortgage October 2010 - December 2013
Chase Bank September 2009 - October 2010
Prospect Mortgage, LLC April 2008 - July 2009
Imperial Capital Bank February 2004 - June 2006
Wells Fargo Home Mortgage March 2002 - February 2004
Fireside Thrift March 2000 - March 2002
Countrywide Home Loans January 1998 - February 2000
Skills
Mortgage Lending, Credit, Loans, Banking, Mortgage Banking, Loan Origination, Residential Mortgages, Underwriting, Investments, Refinance, Commercial Lending, Customer Service, FHA, Sales, Finance, Credit Analysis, Consumer Lending, Risk Management, Real Estate, Leadership, FHA financing
Education
California State University-Los Angeles 1985 — 1989
BS, Business Info Systems/Finance
Fern Elementary School 1974 — 1981
Sergio Murillo's Union Bank Experience October 2009 - February 2012
Job Data Integrity Analyst at Citi
Industry Banking
Experience
Citi February 2015 - Present
Real Soft, Inc. November 2014 - February 2015
Citizens Business Bank November 2013 - November 2014
Citizens Business Bank February 2012 - November 2013
Union Bank October 2009 - February 2012
Burger King Corporation May 2008 - October 2009
Taco Bell February 2007 - June 2007
El Pollo Loco October 2006 - March 2007
Quiznos November 2005 - January 2006
Cordon's Ranch Market May 2005 - June 2005
Skills
Banking, Financial Analysis, Finance, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Sales, Telephone Skills, Social Networking, Deposits, Social Media, Teller Operations, Cash Handling Experience, Cash Management, Retail, Retail Banking, Cash Register, Retail Sales, Analysis, Cashiering, Data Analysis, Typing, Phone Skills, Cash, Cross Selling, Communication, Written Communication, Foreign Currency, Spanish, Spanish Translation, Daily Reports, Fast Food, Restaurants, Daily Deposits, Change Orders, Checks, Branch Banking, Data Entry, Data Mining, Data Research, Research
Education
California State University-Northridge 2009 — 2012
Bachelor's of Science, Finance with a minor in Quality Management and Assurance
Glendale Community College 2006 — 2010
Associate of Arts (A.A.), Business Administration
Crescenta Valley High School 2002 — 2006
Citi February 2015 - Present
Real Soft, Inc. November 2014 - February 2015
Citizens Business Bank November 2013 - November 2014
Citizens Business Bank February 2012 - November 2013
Union Bank October 2009 - February 2012
Burger King Corporation May 2008 - October 2009
Taco Bell February 2007 - June 2007
El Pollo Loco October 2006 - March 2007
Quiznos November 2005 - January 2006
Cordon's Ranch Market May 2005 - June 2005
Skills
Banking, Financial Analysis, Finance, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Sales, Telephone Skills, Social Networking, Deposits, Social Media, Teller Operations, Cash Handling Experience, Cash Management, Retail, Retail Banking, Cash Register, Retail Sales, Analysis, Cashiering, Data Analysis, Typing, Phone Skills, Cash, Cross Selling, Communication, Written Communication, Foreign Currency, Spanish, Spanish Translation, Daily Reports, Fast Food, Restaurants, Daily Deposits, Change Orders, Checks, Branch Banking, Data Entry, Data Mining, Data Research, Research
Education
California State University-Northridge 2009 — 2012
Bachelor's of Science, Finance with a minor in Quality Management and Assurance
Glendale Community College 2006 — 2010
Associate of Arts (A.A.), Business Administration
Crescenta Valley High School 2002 — 2006
Jade Garnet Jade Garnet's Union Bank Experience April 2013 - October 2013
Job Math and Web Design Teacher at Palos Verdes Peninsula High School
Industry Higher Education
Experience
Palos Verdes Peninsula High School August 2014 - Present
Palos Verdes Peninsula Unified School District November 2013 - August 2014
Union Bank April 2013 - October 2013
Santa Barbara Bank & Trust July 2012 - April 2013
Lodi Unified School District September 2010 - May 2012
Shared Solutions June 2005 - August 2010
Mount St. Mary's College August 2006 - December 2008
GameStop June 2007 - August 2007
Coco's Restaurant & Bakery June 2005 - August 2005
Skills
PowerPoint, Dreamweaver, CSS, Microsoft Excel, Illustrator, Windows, Teaching, Microsoft Word, Photoshop, Web Design, Mathematics, HTML, Programming, C++, Microsoft Office, Troubleshooting, Leadership, Classroom Management, Curriculum Development, Substitute Teaching
Education
California State University-Northridge 2009 — 2010
Credential, Education (Secondary Mathematics)
Mount Saint Mary's University 2005 — 2009
B.A., Mathematics, Computer Information Science
Palos Verdes Peninsula High School August 2014 - Present
Palos Verdes Peninsula Unified School District November 2013 - August 2014
Union Bank April 2013 - October 2013
Santa Barbara Bank & Trust July 2012 - April 2013
Lodi Unified School District September 2010 - May 2012
Shared Solutions June 2005 - August 2010
Mount St. Mary's College August 2006 - December 2008
GameStop June 2007 - August 2007
Coco's Restaurant & Bakery June 2005 - August 2005
Skills
PowerPoint, Dreamweaver, CSS, Microsoft Excel, Illustrator, Windows, Teaching, Microsoft Word, Photoshop, Web Design, Mathematics, HTML, Programming, C++, Microsoft Office, Troubleshooting, Leadership, Classroom Management, Curriculum Development, Substitute Teaching
Education
California State University-Northridge 2009 — 2010
Credential, Education (Secondary Mathematics)
Mount Saint Mary's University 2005 — 2009
B.A., Mathematics, Computer Information Science
Brian Kato Brian Kato's Union Bank Experience June 2013 - Present
Job Productivity Reporting Manager at Union Bank
Industry Banking
Experience
Union Bank June 2013 - Present
Union Bank January 2010 - June 2013
Union Bank March 2007 - January 2010
Union Bank December 2000 - March 2007
Skills
Project Status Reporting, SharePoint, Six Sigma, Process Improvement, Business Analysis, Business Process, Vendor Management, SDLC, Visio, PMO, Business Requirements, Requirements Gathering, Systems Analysis, Business Objects, Management
Education
California State University-Los Angeles 2002 — 2006
Bachelor's degree, Business Information Systems
Union Bank June 2013 - Present
Union Bank January 2010 - June 2013
Union Bank March 2007 - January 2010
Union Bank December 2000 - March 2007
Skills
Project Status Reporting, SharePoint, Six Sigma, Process Improvement, Business Analysis, Business Process, Vendor Management, SDLC, Visio, PMO, Business Requirements, Requirements Gathering, Systems Analysis, Business Objects, Management
Education
California State University-Los Angeles 2002 — 2006
Bachelor's degree, Business Information Systems
Ken Schaepe's Union Bank Experience 1999 - 2000
Job Cloud Program Manager at Navisite
Industry Information Technology and Services
Experience
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
Sean D Walden's Union Bank Experience January 2006 - April 2014
Job Relationship & Portfolio Manager at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank June 2014 - Present
Union Bank January 2006 - April 2014
Cardinal Health 2001 - 2006
Community West Bank 1996 - 2000
G & H Financial 1990 - 1996
Republic Business Credit 1987 - 1990
Skills
Credit, Commercial Lending, Asset Based Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Relationship Management, Credit Risk, Risk Management, Credit Analysis, Structured Finance, Portfolio Management, Treasury Management, Retail Banking, Banking, Loans, Financial Analysis, Cash Management, Underwriting, Financial Services, Commercial Mortgages, Consumer Lending, Loan Origination, Executive Management, Financial Structuring, Financial Risk, Restructuring, Mortgage Lending, Finance, Private Banking, Factoring, Funding, Corporate Finance, Capital Markets, Cash Flow, Deposits, Financial Modeling, Mortgage Banking, Cash Flow Lending, SBA, Middle Market
Education
California State University-Northridge 1980 — 1987
Bachelor of Business Administration (BBA), Finance
Pacific Western Bank June 2014 - Present
Union Bank January 2006 - April 2014
Cardinal Health 2001 - 2006
Community West Bank 1996 - 2000
G & H Financial 1990 - 1996
Republic Business Credit 1987 - 1990
Skills
Credit, Commercial Lending, Asset Based Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Relationship Management, Credit Risk, Risk Management, Credit Analysis, Structured Finance, Portfolio Management, Treasury Management, Retail Banking, Banking, Loans, Financial Analysis, Cash Management, Underwriting, Financial Services, Commercial Mortgages, Consumer Lending, Loan Origination, Executive Management, Financial Structuring, Financial Risk, Restructuring, Mortgage Lending, Finance, Private Banking, Factoring, Funding, Corporate Finance, Capital Markets, Cash Flow, Deposits, Financial Modeling, Mortgage Banking, Cash Flow Lending, SBA, Middle Market
Education
California State University-Northridge 1980 — 1987
Bachelor of Business Administration (BBA), Finance
Dave Sakamoto Dave Sakamoto's Union Bank Experience 1992 - 2009
Job Vice President/Branch Manager, Farmers and Merchants Bank
Industry Banking
Experience
Farmers & Merchants Bank May 2011 - Present
Torrey Pines Bank April 2009 - April 2010
Union Bank 1992 - 2009
Education
California State University-Los Angeles 1982 — 1987
Bachelors, Business, Marketing
Farmers & Merchants Bank May 2011 - Present
Torrey Pines Bank April 2009 - April 2010
Union Bank 1992 - 2009
Education
California State University-Los Angeles 1982 — 1987
Bachelors, Business, Marketing
Denise Sellier, APA Denise Sellier, APA's Union Bank Experience January 1991 - April 1998
Job Senior Administrator at Hicks Pension Services
Industry Financial Services
Experience
Hicks Pension Services March 2001 - Present
Union Bank January 1991 - April 1998
The Wyatt Company January 1988 - January 1991
Skills
Pensions, Pension Administration, Defined Benefit, Profit Sharing, Retirement, 401k, Retirement Planning, Employee Benefits, Benefits Administration, Securities, Defined Contribution, Asset Allocation, Customer Service
Education
California State University-Northridge
Hicks Pension Services March 2001 - Present
Union Bank January 1991 - April 1998
The Wyatt Company January 1988 - January 1991
Skills
Pensions, Pension Administration, Defined Benefit, Profit Sharing, Retirement, 401k, Retirement Planning, Employee Benefits, Benefits Administration, Securities, Defined Contribution, Asset Allocation, Customer Service
Education
California State University-Northridge
Daniel Frank, CPA, CISA, CITP Daniel Frank, CPA, CISA, CITP's Union Bank Experience August 2014 - Present
Job CPA Active Job Seeker
Industry Import and Export
Experience
Union Bank August 2014 - Present
Cypress College August 2013 - Present
Pacific Life March 2013 - May 2013
NATIONS BUS CORP July 2012 - January 2013
YSN IMPORTS INC. May 2011 - January 2012
Toyota Motor Sales May 1998 - April 2011
Toyota Motor Sales June 1985 - April 2011
Toyota Motor Sales September 1993 - May 1998
Toyota Motor Sales May 1991 - September 1993
Toyota Motor Sales July 1987 - September 1993
Skills
Excel Advanced, Hyperion Essbase..., Company Liaison, Accounting, Budgeting, IT Project Development, Peoplesoft Finance, SAS, Staff Mentoring, DB2 Query Writing, Business System Analyst, High Level Financial..., Systems Implementation, Accounting Manager, Administration Manager, Tax Preparation and..., Microsoft Excel, Auditing, Accounts Receivable, Cash Management, Customer Service, Payroll, Budgets, Inventory Management, Business Strategy, Forecasting, Start-ups, Financial Analysis, Analysis, Business Planning, SAP, Due Diligence, Problem Solving, Fixed Assets, Financial Modeling, Accounts Payable, Finance, Variance Analysis, Negotiation, Business Analysis, Liaison, Recruiting, Sales Management, Cost Accounting, Change Management, Mentoring, Financial Reporting, Account Reconciliation, General Ledger, Financial Accounting
Education
California State University-Northridge 1978 — 1980
MSBA, Accounting
Emory University 1972 — 1975
BS, CHEMISTRY
GNN 1969 — 1972
Union Bank August 2014 - Present
Cypress College August 2013 - Present
Pacific Life March 2013 - May 2013
NATIONS BUS CORP July 2012 - January 2013
YSN IMPORTS INC. May 2011 - January 2012
Toyota Motor Sales May 1998 - April 2011
Toyota Motor Sales June 1985 - April 2011
Toyota Motor Sales September 1993 - May 1998
Toyota Motor Sales May 1991 - September 1993
Toyota Motor Sales July 1987 - September 1993
Skills
Excel Advanced, Hyperion Essbase..., Company Liaison, Accounting, Budgeting, IT Project Development, Peoplesoft Finance, SAS, Staff Mentoring, DB2 Query Writing, Business System Analyst, High Level Financial..., Systems Implementation, Accounting Manager, Administration Manager, Tax Preparation and..., Microsoft Excel, Auditing, Accounts Receivable, Cash Management, Customer Service, Payroll, Budgets, Inventory Management, Business Strategy, Forecasting, Start-ups, Financial Analysis, Analysis, Business Planning, SAP, Due Diligence, Problem Solving, Fixed Assets, Financial Modeling, Accounts Payable, Finance, Variance Analysis, Negotiation, Business Analysis, Liaison, Recruiting, Sales Management, Cost Accounting, Change Management, Mentoring, Financial Reporting, Account Reconciliation, General Ledger, Financial Accounting
Education
California State University-Northridge 1978 — 1980
MSBA, Accounting
Emory University 1972 — 1975
BS, CHEMISTRY
GNN 1969 — 1972
Armin Nikravan Armin Nikravan's Union Bank Experience January 2014 - July 2014
Job Vice President, Private Banker
Industry Banking
Experience
MUFG Union Bank, The Private Bank July 2014 - Present
Union Bank January 2014 - July 2014
Union Bank May 2012 - January 2014
Union Bank July 2010 - May 2012
Skills
Banking, Commercial Banking, Loans, Credit, Credit Analysis, Commercial Lending, Small Business Lending, Retail Banking, Credit Risk, Consumer Lending, Lines Of Credit, Mortgage Lending, Portfolio Management, Treasury Management, Loan Origination, Refinance, Financial Risk, Financial Services, Commercial Real Estate, Wealth Management, Finance, Real Estate Financing, Investment Properties, Real Estate, Mortgage Banking
Education
California State University-Northridge 2007 — 2009
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
MUFG Union Bank, The Private Bank July 2014 - Present
Union Bank January 2014 - July 2014
Union Bank May 2012 - January 2014
Union Bank July 2010 - May 2012
Skills
Banking, Commercial Banking, Loans, Credit, Credit Analysis, Commercial Lending, Small Business Lending, Retail Banking, Credit Risk, Consumer Lending, Lines Of Credit, Mortgage Lending, Portfolio Management, Treasury Management, Loan Origination, Refinance, Financial Risk, Financial Services, Commercial Real Estate, Wealth Management, Finance, Real Estate Financing, Investment Properties, Real Estate, Mortgage Banking
Education
California State University-Northridge 2007 — 2009
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Ivonne Morales's Union Bank Experience April 2015 - Present
Job Social Media Specialist
Industry Banking
Experience
Union Bank April 2015 - Present
Union Bank February 2011 - March 2015
Skills
Banking, Relationship Management, Analysis, Cash Management, Commercial Banking, Credit, Financial Analysis, Loans, Financial Services, Mortgage Lending, Negotiation, Portfolio Management, Process Improvement, Project Planning, Retail Banking, Risk Management, Small Business Lending
Education
California State University-Northridge 2001 — 2006
BS, Business Administration, Marketing
Union Bank April 2015 - Present
Union Bank February 2011 - March 2015
Skills
Banking, Relationship Management, Analysis, Cash Management, Commercial Banking, Credit, Financial Analysis, Loans, Financial Services, Mortgage Lending, Negotiation, Portfolio Management, Process Improvement, Project Planning, Retail Banking, Risk Management, Small Business Lending
Education
California State University-Northridge 2001 — 2006
BS, Business Administration, Marketing
Cheryl Kehrmeyer Cheryl Kehrmeyer's Union Bank Experience April 1989 - December 1993
Job Teacher at Polytechnic High School
Industry Education Management
Experience
Polytechnic High School 2004 - Present
John H. Marshall Fundamental High School September 1993 - June 1996
Union Bank April 1989 - December 1993
Fansteel California Drop Forge February 1988 - April 1989
International Studies Academy February 1987 - May 1987
Congressman Tom Lantos February 1986 - May 1986
Skills
Curriculum Design, Curriculum Development, Lesson Planning, Teaching, Educational Leadership, Classroom, Classroom Management, Teacher Training, Differentiated..., K-12, Staff Development, Higher Education, Instructional Design
Education
California State University-Los Angeles 1992 — 1993
Single Subject Clear Credential (Secondary), English
San Francisco State University 1985 — 1987
Bachelor of Arts (BA), International Relations
Graceland University 1983 — 1985
Polytechnic High School 2004 - Present
John H. Marshall Fundamental High School September 1993 - June 1996
Union Bank April 1989 - December 1993
Fansteel California Drop Forge February 1988 - April 1989
International Studies Academy February 1987 - May 1987
Congressman Tom Lantos February 1986 - May 1986
Skills
Curriculum Design, Curriculum Development, Lesson Planning, Teaching, Educational Leadership, Classroom, Classroom Management, Teacher Training, Differentiated..., K-12, Staff Development, Higher Education, Instructional Design
Education
California State University-Los Angeles 1992 — 1993
Single Subject Clear Credential (Secondary), English
San Francisco State University 1985 — 1987
Bachelor of Arts (BA), International Relations
Graceland University 1983 — 1985
Cristina Salajan Cristina Salajan's Union Bank Experience May 2010 - August 2010
Job Project Manager at Farmers Insurance
Industry Information Technology and Services
Experience
Farmers Insurance August 2015 - Present
Arxis Technology October 2010 - August 2015
Union Bank May 2010 - August 2010
Los Angeles County Department of Children and Family Services July 2009 - December 2009
Skills
Business Analysis, ERP, Business Intelligence, Business Process, Business Process..., Software Project..., Project Management, Crystal Reports, CRM, Management Consulting, Software Implementation, Information Technology, Data Warehousing, SQL, Consulting, Systems Analysis, Microsoft SQL Server, Enterprise Architecture, Six Sigma Green Belt, MS Access, Pervasive, MS Excel, Sage 100 ERP, Sage CRM, Document Management, 3rd Party Software...
Education
California State University-Northridge 2007 — 2010
MS, Engineering Management
Technical University of Cluj-Napoca 1998 — 2004
B.S., Telecommunications Engineering
Farmers Insurance August 2015 - Present
Arxis Technology October 2010 - August 2015
Union Bank May 2010 - August 2010
Los Angeles County Department of Children and Family Services July 2009 - December 2009
Skills
Business Analysis, ERP, Business Intelligence, Business Process, Business Process..., Software Project..., Project Management, Crystal Reports, CRM, Management Consulting, Software Implementation, Information Technology, Data Warehousing, SQL, Consulting, Systems Analysis, Microsoft SQL Server, Enterprise Architecture, Six Sigma Green Belt, MS Access, Pervasive, MS Excel, Sage 100 ERP, Sage CRM, Document Management, 3rd Party Software...
Education
California State University-Northridge 2007 — 2010
MS, Engineering Management
Technical University of Cluj-Napoca 1998 — 2004
B.S., Telecommunications Engineering
Shannon C Jensen's Union Bank Experience September 2012 - November 2014
Job Senior Compliance Officer at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank November 2014 - Present
Union Bank September 2012 - November 2014
Union Bank September 2011 - September 2012
Union Bank November 1999 - September 2011
Skills
Enterprise Risk..., Risk Management, IT Audit, Risk Assessment, Information Security, CISSP, Information Security..., Banking, Information Technology, Certified Information..., Financial Risk, Computer Security, Security, Governance, Internal Audit, Management, Vendor Management, SDLC
Education
California State University-Los Angeles 2002 — 2006
Bachelor of Arts, English
Pasadena City College 1991 — 1998
Associate's Degree, General AA
MUFG Union Bank November 2014 - Present
Union Bank September 2012 - November 2014
Union Bank September 2011 - September 2012
Union Bank November 1999 - September 2011
Skills
Enterprise Risk..., Risk Management, IT Audit, Risk Assessment, Information Security, CISSP, Information Security..., Banking, Information Technology, Certified Information..., Financial Risk, Computer Security, Security, Governance, Internal Audit, Management, Vendor Management, SDLC
Education
California State University-Los Angeles 2002 — 2006
Bachelor of Arts, English
Pasadena City College 1991 — 1998
Associate's Degree, General AA
Bob Rivard Bob Rivard's Union Bank Experience April 2012 - Present
Job Experienced Contact Center and Customer Care Leader
Industry Financial Services
Experience
Union Bank April 2012 - Present
Marix Servicing, LLC June 2009 - June 2011
Citi Residential Lending September 2007 - October 2008
Ameriquest Servicing / AMC Mortgage Services October 1998 - September 2007
Countrywide Home Loans 1995 - 1998
Progressive Management Systems 1989 - 1995
Skills
Call Center, Process Improvement, Customer Service, Metrics, Team Building, Problem Solving, Outbound, Optimization, Customer Relations, Change Management, Operations Management, Strategic Planning, Customer Satisfaction, IVR, Cross-functional Team..., Leadership Development, Call Centers, Loss Mitigation, Inbound Marketing, Mortgage Lending, Leadership, Loans, Training, Mortgage Servicing, Loan Servicing, Executive Management, Risk Management, Mortgage Banking, Credit Analysis, Analysis, Refinance, Business Analysis, Vendor Management, Banking, Loan Origination, Business Process..., Strategy, Management, Portfolio Management, Loan Modifications, Credit, Mergers & Acquisitions, Default
Education
California State University-Northridge
Union Bank April 2012 - Present
Marix Servicing, LLC June 2009 - June 2011
Citi Residential Lending September 2007 - October 2008
Ameriquest Servicing / AMC Mortgage Services October 1998 - September 2007
Countrywide Home Loans 1995 - 1998
Progressive Management Systems 1989 - 1995
Skills
Call Center, Process Improvement, Customer Service, Metrics, Team Building, Problem Solving, Outbound, Optimization, Customer Relations, Change Management, Operations Management, Strategic Planning, Customer Satisfaction, IVR, Cross-functional Team..., Leadership Development, Call Centers, Loss Mitigation, Inbound Marketing, Mortgage Lending, Leadership, Loans, Training, Mortgage Servicing, Loan Servicing, Executive Management, Risk Management, Mortgage Banking, Credit Analysis, Analysis, Refinance, Business Analysis, Vendor Management, Banking, Loan Origination, Business Process..., Strategy, Management, Portfolio Management, Loan Modifications, Credit, Mergers & Acquisitions, Default
Education
California State University-Northridge
Lea Zanjani Lea Zanjani's Union Bank Experience January 1995 - September 2011
Job 1st Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2012 - Present
Union Bank January 1995 - September 2011
First National Bank November 1991 - December 1994
First Interstate Bank February 1990 - November 1991
Union Bank January 1981 - February 1990
Skills
Credit Analysis, Sales Management, Risk Management, Staff Supervision, Credit Portfolio..., Business Relationship..., Commercial Real Estate..., SBA Financing, Cash Management, Real Estate, Trade Finance, Loans, Commercial Banking, Asset Based Lending, Banking, CRM, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Risk, Finance, Financial Analysis, Financial Services, Leadership, Lines Of Credit, Management, Mortgage Lending, New Business Development, Portfolio Management, Refinance, SBA, Small Business Lending, Strategic Financial..., Treasury Management, Underwriting, SBA 504, Real Estate Financing, Financial Planning
Education
Pacific Coast Banking School - Seattle, Washington 2002 — 2004
Graduate, Banking
California State University-Los Angeles 1982 — 1983
na, Intermediate Accounting and Finance
Harding University 1975 — 1978
BA, English, Spanish, Finance, Acctg
California Bank & Trust February 2012 - Present
Union Bank January 1995 - September 2011
First National Bank November 1991 - December 1994
First Interstate Bank February 1990 - November 1991
Union Bank January 1981 - February 1990
Skills
Credit Analysis, Sales Management, Risk Management, Staff Supervision, Credit Portfolio..., Business Relationship..., Commercial Real Estate..., SBA Financing, Cash Management, Real Estate, Trade Finance, Loans, Commercial Banking, Asset Based Lending, Banking, CRM, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Risk, Finance, Financial Analysis, Financial Services, Leadership, Lines Of Credit, Management, Mortgage Lending, New Business Development, Portfolio Management, Refinance, SBA, Small Business Lending, Strategic Financial..., Treasury Management, Underwriting, SBA 504, Real Estate Financing, Financial Planning
Education
Pacific Coast Banking School - Seattle, Washington 2002 — 2004
Graduate, Banking
California State University-Los Angeles 1982 — 1983
na, Intermediate Accounting and Finance
Harding University 1975 — 1978
BA, English, Spanish, Finance, Acctg
Jose Tejada Jose Tejada's Union Bank Experience January 2014 - Present
Job Private Banker at Union Bank
Industry Banking
Experience
Union Bank January 2014 - Present
Union Bank July 2010 - Present
Union Bank of California March 2008 - July 2010
Union Bank of California February 2008 - July 2010
Business Network International 2008 - 2010
Washington Mutual Bank January 2001 - December 2007
washington Mutual May 2000 - December 2007
Skills
Loans, Finance, Wealth Management, Investments, Mortgage Banking, Account Management, Leadership, Business Strategy, Life Insurance, Strategy, Mortgage Lending, Private Banking, Sales, Business Development, Marketing, Series 6, Home Equity Lines of..., Marketing Strategy, Retirement Planning, Notary Public, Home Equity Loans, Bridge Loans, Team Leadership, Management, Strategic Financial..., Commercial Lending, Cross Selling, 63 Licenses, Youth Leadership, Trust Management, Engaging Public Speaker
Education
Cannon Financial Institute 2012 — 2012
Wealth Management Strategy
California State University-Northridge 2000 — 2005
Business Marketing
Union Bank January 2014 - Present
Union Bank July 2010 - Present
Union Bank of California March 2008 - July 2010
Union Bank of California February 2008 - July 2010
Business Network International 2008 - 2010
Washington Mutual Bank January 2001 - December 2007
washington Mutual May 2000 - December 2007
Skills
Loans, Finance, Wealth Management, Investments, Mortgage Banking, Account Management, Leadership, Business Strategy, Life Insurance, Strategy, Mortgage Lending, Private Banking, Sales, Business Development, Marketing, Series 6, Home Equity Lines of..., Marketing Strategy, Retirement Planning, Notary Public, Home Equity Loans, Bridge Loans, Team Leadership, Management, Strategic Financial..., Commercial Lending, Cross Selling, 63 Licenses, Youth Leadership, Trust Management, Engaging Public Speaker
Education
Cannon Financial Institute 2012 — 2012
Wealth Management Strategy
California State University-Northridge 2000 — 2005
Business Marketing
Zohra Razi, MBA Zohra Razi, MBA's Union Bank Experience February 1999 - March 2001
Job Financial Services Project Coordinator Electronic Data Interchange | Interested in Growth Opportunities
Industry Financial Services
Experience
Scripps Health April 2005 - Present
Cresco International February 2014 - October 2014
La Jolla Cosmetic & Restorative Dentistry 2003 - 2005
San Diego Cosmetic Laser Clinic 2001 - 2003
Union Bank February 1999 - March 2001
Skills
Training, Marketing, Project Management, Social Media Marketing, Management, Holistic Health, Coaching, Marketing Communications, Sales Presentations, Social Media, Online Research, Spanish, Public Speaking, Teaching, Foreign Languages, Motivational Speaking, Research, Management Consulting, Business Correspondence, Leadership, Teacher Training, Direct Sales, Business Coaching, Coaching Staff, Career Counseling, Time Management, Leadership Development, Business Intelligence, Business Intelligence..., Business Analytics, Event Management, Emotional Intelligence, Marketing Strategy, New Business Development, Data Analysis, Social Networking, Entrepreneurship, Team Leadership, Market Research, Event Planning, Online Marketing, Sales, Consulting, Strategic Planning, Program Management
Education
California State University-Monterey Bay 2012 — 2014
Master of Business Administration (M.B.A.), Industrial and Organizational Psychology, 4.0
San Diego State University-California State University 2009 — 2012
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Scripps Health April 2005 - Present
Cresco International February 2014 - October 2014
La Jolla Cosmetic & Restorative Dentistry 2003 - 2005
San Diego Cosmetic Laser Clinic 2001 - 2003
Union Bank February 1999 - March 2001
Skills
Training, Marketing, Project Management, Social Media Marketing, Management, Holistic Health, Coaching, Marketing Communications, Sales Presentations, Social Media, Online Research, Spanish, Public Speaking, Teaching, Foreign Languages, Motivational Speaking, Research, Management Consulting, Business Correspondence, Leadership, Teacher Training, Direct Sales, Business Coaching, Coaching Staff, Career Counseling, Time Management, Leadership Development, Business Intelligence, Business Intelligence..., Business Analytics, Event Management, Emotional Intelligence, Marketing Strategy, New Business Development, Data Analysis, Social Networking, Entrepreneurship, Team Leadership, Market Research, Event Planning, Online Marketing, Sales, Consulting, Strategic Planning, Program Management
Education
California State University-Monterey Bay 2012 — 2014
Master of Business Administration (M.B.A.), Industrial and Organizational Psychology, 4.0
San Diego State University-California State University 2009 — 2012
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Andrew Simkin Andrew Simkin's Union Bank Experience October 2005 - May 2011
Job Financial Analyst III, at Bank of the West
Industry Banking
Experience
Bank of the West September 2014 - Present
Bank of the West December 2012 - August 2013
Union Bank October 2005 - May 2011
Union Bank March 2004 - October 2005
Skills
Small Business Lending, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Retail Banking, Mortgage Banking, Cash Management, Credit Risk, Financial Analysis, Underwriting, Refinance, Portfolio Management, Risk Management, Finance, Investments, Financial Services, Consumer Lending, Auditing, Due Diligence, Wealth Management, Analysis, Lines Of Credit
Education
California State University-Northridge 2005 — 2009
BS, Business Finance, Information Systems
Bank of the West September 2014 - Present
Bank of the West December 2012 - August 2013
Union Bank October 2005 - May 2011
Union Bank March 2004 - October 2005
Skills
Small Business Lending, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Retail Banking, Mortgage Banking, Cash Management, Credit Risk, Financial Analysis, Underwriting, Refinance, Portfolio Management, Risk Management, Finance, Investments, Financial Services, Consumer Lending, Auditing, Due Diligence, Wealth Management, Analysis, Lines Of Credit
Education
California State University-Northridge 2005 — 2009
BS, Business Finance, Information Systems
Marty Rousso Marty Rousso's Union Bank Experience 1968 - 1978
Job Partner, Hemar, Rousso & Heald llp
Industry Law Practice
Experience
Hemar, Rousso & Heald, LLP 1978 - Present
Union Bank 1968 - 1978
Skills
Commercial Litigation, Bankruptcy, Litigation, Business Litigation, Creditors' Rights, Civil Litigation, Courts, Corporate Law, Real Estate Transactions, Dispute Resolution, Corporate Governance, Litigation Management, Receiverships, Joint Ventures, Privacy Law, Credit, Banking, Financial Services, Loans
Education
University of La Verne, College of Law
JD, Law
California State University-Los Angeles
BS, Business Administration, Marketing
Hemar, Rousso & Heald, LLP 1978 - Present
Union Bank 1968 - 1978
Skills
Commercial Litigation, Bankruptcy, Litigation, Business Litigation, Creditors' Rights, Civil Litigation, Courts, Corporate Law, Real Estate Transactions, Dispute Resolution, Corporate Governance, Litigation Management, Receiverships, Joint Ventures, Privacy Law, Credit, Banking, Financial Services, Loans
Education
University of La Verne, College of Law
JD, Law
California State University-Los Angeles
BS, Business Administration, Marketing
Stacie Argus Stacie Argus's Union Bank Experience 1994 - 1999
Job at
Industry Financial Services
Experience
Reflex Performance July 2013 - Present
ATP Fitness Booty Barre March 2013 - Present
Breakthru Fitness October 2012 - November 2014
Pedel Spin October 2012 - November 2014
AIAPF 2013 - 2014
Bank of the West 1999 - 2004
Bank of the West 1999 - 2004
Union Bank 1994 - 1999
Skills
Wealth Management, Portfolio Management, Risk Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Equities, Entrepreneurship, Microsoft Excel, Microsoft Office, Performance Management, Coaching, Banking, Microsoft Word, Sales Operations, Retail, Investment Banking, Public Speaking, Financial Services, Social Media, Business Development, Exercise Instruction, Leadership, Management, Marketing
Education
California State University-Los Angeles
MBA, Finance
Reflex Performance July 2013 - Present
ATP Fitness Booty Barre March 2013 - Present
Breakthru Fitness October 2012 - November 2014
Pedel Spin October 2012 - November 2014
AIAPF 2013 - 2014
Bank of the West 1999 - 2004
Bank of the West 1999 - 2004
Union Bank 1994 - 1999
Skills
Wealth Management, Portfolio Management, Risk Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Equities, Entrepreneurship, Microsoft Excel, Microsoft Office, Performance Management, Coaching, Banking, Microsoft Word, Sales Operations, Retail, Investment Banking, Public Speaking, Financial Services, Social Media, Business Development, Exercise Instruction, Leadership, Management, Marketing
Education
California State University-Los Angeles
MBA, Finance
Ken Stauffer Ken Stauffer's Union Bank Experience December 2011 - Present
Job Vice President, Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank December 2011 - Present
Kinecta Federal Credit Union March 2009 - July 2011
Downey Savings January 2007 - March 2009
Metrocities Mortgage April 2004 - December 2006
Digital Insight, Inc June 1999 - April 2004
Fidelity Federal Bank January 1995 - June 1999
Fidelity Federal Bank January 1993 - January 1995
Education
California State University-Los Angeles 1984 — 1987
Business Information Systems
Pierce College 1982 — 1983
Computer Science
Union Bank December 2011 - Present
Kinecta Federal Credit Union March 2009 - July 2011
Downey Savings January 2007 - March 2009
Metrocities Mortgage April 2004 - December 2006
Digital Insight, Inc June 1999 - April 2004
Fidelity Federal Bank January 1995 - June 1999
Fidelity Federal Bank January 1993 - January 1995
Education
California State University-Los Angeles 1984 — 1987
Business Information Systems
Pierce College 1982 — 1983
Computer Science
Kent Kiesey Kent Kiesey's Union Bank Experience September 2006 - Present
Job Branch Manager/VP at Union Bank
Industry Banking
Experience
UNION BANK September 2006 - Present
Banco Popular North America June 2005 - December 2005
WASHINGTON MUTUAL January 1999 - March 2005
LONG-TERM CREDIT BANK OF JAPAN, LTD January 1989 - January 1999
Skills
Credit, Commercial Banking, Loans, Portfolio Management, Professional..., Credit Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Commercial Lending, Financial Risk, Loan Origination, Consumer Lending, Retail Banking, Banking, Management
Education
California State University-Los Angeles
BS, Computer Information Systems
California State University-Los Angeles
Business, Finance
UCLA (2009)
Certification, Human Resources Management
UNION BANK September 2006 - Present
Banco Popular North America June 2005 - December 2005
WASHINGTON MUTUAL January 1999 - March 2005
LONG-TERM CREDIT BANK OF JAPAN, LTD January 1989 - January 1999
Skills
Credit, Commercial Banking, Loans, Portfolio Management, Professional..., Credit Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Commercial Lending, Financial Risk, Loan Origination, Consumer Lending, Retail Banking, Banking, Management
Education
California State University-Los Angeles
BS, Computer Information Systems
California State University-Los Angeles
Business, Finance
UCLA (2009)
Certification, Human Resources Management
Arvin Ghevondian Arvin Ghevondian's Union Bank Experience August 2010 - December 2010
Job Hi
Industry Banking
Experience
Kaiser Permanente 2014 - Present
Bank of America January 2011 - Present
Union Bank August 2010 - December 2010
Wellspring Health Services March 2010 - June 2010
Chase October 2006 - March 2010
Skills
Windows, Sales, Foreclosures, Short Sales, Microsoft Office, Microsoft Word, Banking, Customer Service, Retail Banking, Mental Health, Lesson Planning, Stretching, Exercise Instruction, Kinesiology, Insurance, Mortgage Lending, Loan Origination, Management, Accounting, Loss Mitigation
Education
California State University-Northridge 2004 — 2009
Bachelor of Science (B.S.), Kinesiology
Verdugo Hills High School 2000 — 2004
Diploma, General
Linkdin
Kaiser Permanente 2014 - Present
Bank of America January 2011 - Present
Union Bank August 2010 - December 2010
Wellspring Health Services March 2010 - June 2010
Chase October 2006 - March 2010
Skills
Windows, Sales, Foreclosures, Short Sales, Microsoft Office, Microsoft Word, Banking, Customer Service, Retail Banking, Mental Health, Lesson Planning, Stretching, Exercise Instruction, Kinesiology, Insurance, Mortgage Lending, Loan Origination, Management, Accounting, Loss Mitigation
Education
California State University-Northridge 2004 — 2009
Bachelor of Science (B.S.), Kinesiology
Verdugo Hills High School 2000 — 2004
Diploma, General
Linkdin
Mauricio Mo Mendoza, ITIL Mauricio Mo Mendoza, ITIL's Union Bank Experience 1999 - 2003
Job Project Support Officer at U.S. Department of Veterans Affairs
Industry Telecommunications
Experience
U.S. Department of Veterans Affairs February 2014 - Present
Los Angeles Mission College December 2013 - Present
Zeacom April 2012 - November 2013
GE/CompuCom August 2009 - March 2012
CompuCom November 2007 - June 2009
CompuCom January 2005 - November 2007
CompuCom November 2003 - December 2004
Union Bank 1999 - 2003
Skills
IT Service Management, ITIL, Integration, Service Delivery, BMC Remedy, IT Operations, Service Management, Vendor Management, IT Management, Program Management, PMP, Software Project..., Data Center, Project Management, Solution Architecture, Cloud Computing, HP, Change Management, VMware, Technical Support, System Deployment, Management, Active Directory, Information Technology, Servers, IT Outsourcing, Managed Services, Sla, Networking
Education
UC Irvine
Organizational Leadership & Communication, Organizational Leadership & Communication
University of Southern California - Marshall School of Business 2001 — 2002
MDP, Management Development Program- Business
California State University-Los Angeles 1998 — 2000
A+, MCP, Information Technology
California State University-Northridge 1994 — 1995
Certificate, Certificate in Procurement/Supply Chain Management
DeVry University 1988 — 1992
B.S., Business Management
U.S. Department of Veterans Affairs February 2014 - Present
Los Angeles Mission College December 2013 - Present
Zeacom April 2012 - November 2013
GE/CompuCom August 2009 - March 2012
CompuCom November 2007 - June 2009
CompuCom January 2005 - November 2007
CompuCom November 2003 - December 2004
Union Bank 1999 - 2003
Skills
IT Service Management, ITIL, Integration, Service Delivery, BMC Remedy, IT Operations, Service Management, Vendor Management, IT Management, Program Management, PMP, Software Project..., Data Center, Project Management, Solution Architecture, Cloud Computing, HP, Change Management, VMware, Technical Support, System Deployment, Management, Active Directory, Information Technology, Servers, IT Outsourcing, Managed Services, Sla, Networking
Education
UC Irvine
Organizational Leadership & Communication, Organizational Leadership & Communication
University of Southern California - Marshall School of Business 2001 — 2002
MDP, Management Development Program- Business
California State University-Los Angeles 1998 — 2000
A+, MCP, Information Technology
California State University-Northridge 1994 — 1995
Certificate, Certificate in Procurement/Supply Chain Management
DeVry University 1988 — 1992
B.S., Business Management
Donnie Slocum Donnie Slocum's Union Bank Experience November 1974 - June 1982
Job Realtor specialist in residential property and short sales.
Industry Real Estate
Experience
RE/MAX All-Pro 1995 - Present
Tokai Credit Corporation 1988 - 1994
Union Bank November 1974 - June 1982
Education
California State University-Northridge 1970 — 1974
RE/MAX All-Pro 1995 - Present
Tokai Credit Corporation 1988 - 1994
Union Bank November 1974 - June 1982
Education
California State University-Northridge 1970 — 1974
Carmen Araiza Carmen Araiza's Union Bank Experience April 2003 - Present
Job Senior Fraud Prevention Manager at Union Bank
Industry Banking
Experience
Union Bank April 2003 - Present
Skills
Banking, Credit, Fraud, Customer Service, Team Building, Microsoft Excel, Analysis, AML, Retail Banking, Microsoft Office, Financial Analysis, Risk Management, Payments, Commercial Banking, Bank Secrecy Act, Treasury Management, Business Analysis, Credit Cards, Financial Risk, Coaching, New Business Development, OFAC, Analytics, Team Leadership, Business Strategy, Commercial Lending, Data Analysis, Loans, Cash Management, Business Development
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business
California State University-Los Angeles 2004 — 2006
Bachelor of Science (BS), International Business
Union Bank April 2003 - Present
Skills
Banking, Credit, Fraud, Customer Service, Team Building, Microsoft Excel, Analysis, AML, Retail Banking, Microsoft Office, Financial Analysis, Risk Management, Payments, Commercial Banking, Bank Secrecy Act, Treasury Management, Business Analysis, Credit Cards, Financial Risk, Coaching, New Business Development, OFAC, Analytics, Team Leadership, Business Strategy, Commercial Lending, Data Analysis, Loans, Cash Management, Business Development
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business
California State University-Los Angeles 2004 — 2006
Bachelor of Science (BS), International Business
Jason Allen Jason Allen's Union Bank Experience January 2015 - Present
Job Vice President, Business Development at Union Bank
Industry Banking
Experience
Union Bank January 2015 - Present
City National Bank September 2013 - January 2015
Bank of America Merrill Lynch January 2007 - September 2013
Wells Fargo February 2005 - January 2007
Jules & Associates, Inc. August 2003 - February 2005
Skills
Commercial Real Estate, Working Capital..., C&I, Cash Flow Lending, Equipment Loans, SBA, Commercial Banking, Credit Analysis, Lines Of Credit, Treasury Management, Portfolio Management, Finance, Real Estate Financing, Commercial Mortgages, Business Development, Loan Origination, Small Business Lending, Commercial Lending, Financial Structuring, Asset Based Lending, Credit, Banking, Investments
Education
California State University-Northridge
BS
Union Bank January 2015 - Present
City National Bank September 2013 - January 2015
Bank of America Merrill Lynch January 2007 - September 2013
Wells Fargo February 2005 - January 2007
Jules & Associates, Inc. August 2003 - February 2005
Skills
Commercial Real Estate, Working Capital..., C&I, Cash Flow Lending, Equipment Loans, SBA, Commercial Banking, Credit Analysis, Lines Of Credit, Treasury Management, Portfolio Management, Finance, Real Estate Financing, Commercial Mortgages, Business Development, Loan Origination, Small Business Lending, Commercial Lending, Financial Structuring, Asset Based Lending, Credit, Banking, Investments
Education
California State University-Northridge
BS
Oscar Criollo Oscar Criollo's Union Bank Experience August 2014 - Present
Job Sr. Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank August 2014 - Present
OneWest Bank October 2011 - September 2013
OneWest Bank December 2010 - September 2011
Bank of America September 2006 - July 2008
Bank of America March 2005 - August 2006
Skills
Investments, Microsoft Excel, Banking, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Credit, Financial Analysis, Access, Leadership, Loans, Outlook, Mortgage Lending, Consumer Lending
Education
California State University-Los Angeles 2004 — 2010
Bachelor of Science (BS), Finance, General
Santa Monica College 2000 — 2004
Associate's degree, Liberal Arts
Union Bank August 2014 - Present
OneWest Bank October 2011 - September 2013
OneWest Bank December 2010 - September 2011
Bank of America September 2006 - July 2008
Bank of America March 2005 - August 2006
Skills
Investments, Microsoft Excel, Banking, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Credit, Financial Analysis, Access, Leadership, Loans, Outlook, Mortgage Lending, Consumer Lending
Education
California State University-Los Angeles 2004 — 2010
Bachelor of Science (BS), Finance, General
Santa Monica College 2000 — 2004
Associate's degree, Liberal Arts
Peter Urrutia Peter Urrutia's Union Bank Experience March 2008 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank March 2008 - Present
Bank of America July 2005 - March 2008
Skills
Commercial Banking, Small Business Lending, Loans, Banking, Credit, Commercial Lending, Retail Banking, Consumer Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Credit Risk, Portfolio Management, Treasury Management, Cross Selling, Branch Banking, Deposits, Mortgage Banking
Education
University of Phoenix-Southern California Campus 2012 — 2014
California State University-Northridge 2003 — 2006
Union Bank March 2008 - Present
Bank of America July 2005 - March 2008
Skills
Commercial Banking, Small Business Lending, Loans, Banking, Credit, Commercial Lending, Retail Banking, Consumer Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Credit Risk, Portfolio Management, Treasury Management, Cross Selling, Branch Banking, Deposits, Mortgage Banking
Education
University of Phoenix-Southern California Campus 2012 — 2014
California State University-Northridge 2003 — 2006
Christina Moran's Union Bank Experience June 2006 - April 2009
Job Regional Office Manager
Industry Automotive
Experience
Caliber Collision Centers December 2014 - Present
Mother of 3 December 2012 - Present
Caliber Collision Centers December 2011 - Present
Caliber Collision Centers December 2011 - August 2012
Wells Fargo November 2010 - February 2012
Wells Fargo April 2010 - November 2010
Wells Fargo July 2009 - April 2010
Union Bank June 2006 - April 2009
Bank of America August 2005 - May 2006
Bank of America December 2002 - July 2005
Skills
80-90 WPM, Banking, Customer Service, Finance, Microsoft Office, Loans, Accounts Payable, Accounts Receivable, Bookkeeping, Customer Satisfaction, Sales, Management, Leadership, Sales Management, Recruiting, Employee Relations, Customer Retention, Process Improvement, Team Building
Education
California State University-Northridge 2003 — 2005
Finance, Business Admin, Finance, Accounting
Caliber Collision Centers December 2014 - Present
Mother of 3 December 2012 - Present
Caliber Collision Centers December 2011 - Present
Caliber Collision Centers December 2011 - August 2012
Wells Fargo November 2010 - February 2012
Wells Fargo April 2010 - November 2010
Wells Fargo July 2009 - April 2010
Union Bank June 2006 - April 2009
Bank of America August 2005 - May 2006
Bank of America December 2002 - July 2005
Skills
80-90 WPM, Banking, Customer Service, Finance, Microsoft Office, Loans, Accounts Payable, Accounts Receivable, Bookkeeping, Customer Satisfaction, Sales, Management, Leadership, Sales Management, Recruiting, Employee Relations, Customer Retention, Process Improvement, Team Building
Education
California State University-Northridge 2003 — 2005
Finance, Business Admin, Finance, Accounting
Felix Galarza Felix Galarza's Union Bank Experience November 2008 - December 2013
Job Treasury Management
Industry Banking
Experience
MUFG Union Bank N.A. December 2012 - May 2015
Union Bank November 2008 - December 2013
Union Bank of California November 2007 - November 2008
Bank of the West January 2005 - November 2007
Washington Mutual Bank January 2002 - January 2005
Great Western Bank January 1996 - December 2001
Skills
Operations Management, Sales Management, Business Relationship..., Call Centers, Project Management, Marketing, Customer Service, Cross-functional Team..., Treasury Management, Branch Management, Loans, Team Building, Banking, Risk Management, Credit, Retail Banking, Cash Management, Commercial Banking, Portfolio Management, Management, Relationship Management, Leadership
Education
California State University-Northridge 1995 — 1999
Bachelor's degree, Banking and Financial Support Services
MUFG Union Bank N.A. December 2012 - May 2015
Union Bank November 2008 - December 2013
Union Bank of California November 2007 - November 2008
Bank of the West January 2005 - November 2007
Washington Mutual Bank January 2002 - January 2005
Great Western Bank January 1996 - December 2001
Skills
Operations Management, Sales Management, Business Relationship..., Call Centers, Project Management, Marketing, Customer Service, Cross-functional Team..., Treasury Management, Branch Management, Loans, Team Building, Banking, Risk Management, Credit, Retail Banking, Cash Management, Commercial Banking, Portfolio Management, Management, Relationship Management, Leadership
Education
California State University-Northridge 1995 — 1999
Bachelor's degree, Banking and Financial Support Services
Julie Lam Julie Lam's Union Bank Experience 2013 - Present
Job BTS Financial Control
Industry Banking
Experience
Union Bank 2013 - Present
Bank of America 2007 - 2013
Secured Funding 2006 - 2007
People's Choice Home Loan 2003 - 2006
Balboa Insurance Group 2001 - 2003
GMAC-RFC 2000 - 2000
Skills
Mortgage Lending, Strategic Financial..., Mergers & Acquisitions, Loans, Financial Audits, Mortgage Banking, Finance, Analysis, Credit, Portfolio Management, Financial Risk, Banking, Financial Services, Credit Analysis, Loan Origination
Education
California State University-Northridge
Bachelor of Business Administration, Management Information Systems and Finance
Union Bank 2013 - Present
Bank of America 2007 - 2013
Secured Funding 2006 - 2007
People's Choice Home Loan 2003 - 2006
Balboa Insurance Group 2001 - 2003
GMAC-RFC 2000 - 2000
Skills
Mortgage Lending, Strategic Financial..., Mergers & Acquisitions, Loans, Financial Audits, Mortgage Banking, Finance, Analysis, Credit, Portfolio Management, Financial Risk, Banking, Financial Services, Credit Analysis, Loan Origination
Education
California State University-Northridge
Bachelor of Business Administration, Management Information Systems and Finance
Jennifer DeMoor Jennifer DeMoor's Union Bank Experience January 2013 - Present
Job Branch Service Specialist
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2006 - Present
Community Bank of Central California 2003 - 2004
Skills
Customer Service, Accounting, Commercial Lending, Financial Analysis, Microsoft Office, Banking, Credit Analysis, Loans, Microsoft Word, Public Relations, Retail Banking, Credit, Sales, Finance, PowerPoint, Public Speaking, Strategic Planning
Education
California State University-Monterey Bay 2011 — 2014
Business Administration, Business Administration
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2006 - Present
Community Bank of Central California 2003 - 2004
Skills
Customer Service, Accounting, Commercial Lending, Financial Analysis, Microsoft Office, Banking, Credit Analysis, Loans, Microsoft Word, Public Relations, Retail Banking, Credit, Sales, Finance, PowerPoint, Public Speaking, Strategic Planning
Education
California State University-Monterey Bay 2011 — 2014
Business Administration, Business Administration
Yumi K. Wong Yumi K. Wong's Union Bank Experience November 2013 - Present
Job Commercial Loan Collateral Control Specialist
Industry Banking
Experience
Union Bank November 2013 - Present
Union Bank December 2011 - Present
Union Bank December 2009 - December 2011
Union Bank July 2006 - November 2009
Union Bank November 2002 - June 2005
Arcadia Optometry Inc December 2001 - October 2002
Pasadena City College September 2000 - November 2001
Skills
Treasury Management, Data Analysis, CRM, Accounts Payable, Banking, Accounting, Process Improvement, Customer Service, Access, Troubleshooting, Risk Management
Education
California State University-Los Angeles 2005 — 2006
Bachelor, Art
Union Bank November 2013 - Present
Union Bank December 2011 - Present
Union Bank December 2009 - December 2011
Union Bank July 2006 - November 2009
Union Bank November 2002 - June 2005
Arcadia Optometry Inc December 2001 - October 2002
Pasadena City College September 2000 - November 2001
Skills
Treasury Management, Data Analysis, CRM, Accounts Payable, Banking, Accounting, Process Improvement, Customer Service, Access, Troubleshooting, Risk Management
Education
California State University-Los Angeles 2005 — 2006
Bachelor, Art
Shelley Hu Shelley Hu's Union Bank Experience March 2006 - May 2009
Job Senior Accountant
Industry Electrical/Electronic Manufacturing
Experience
Kinemetrics March 2010 - April 2015
Union Bank March 2006 - May 2009
Skills
Financial Analysis, Forecasting, Process Improvement, General Ledger, Strategic Planning, Budgets, SAP, Financial Modeling, Managerial Finance, GAAP, J-SOX, Accounting
Education
California State University-Los Angeles 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Kinemetrics March 2010 - April 2015
Union Bank March 2006 - May 2009
Skills
Financial Analysis, Forecasting, Process Improvement, General Ledger, Strategic Planning, Budgets, SAP, Financial Modeling, Managerial Finance, GAAP, J-SOX, Accounting
Education
California State University-Los Angeles 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Ani Soghomonyan MSHR, PHR's Union Bank Experience 2012 - 2013
Job Human Resources Lead
Industry Human Resources
Experience
San Francisco Federal Credit Union December 2014 - Present
Bay Area Community Resources May 2014 - November 2014
Method 2013 - 2014
Mann Consulting 2013 - 2013
Union Bank 2012 - 2013
Cal National Bank/US Bank November 2007 - February 2012
Bank of America February 2006 - October 2007
Skills
Banking, Human Resources, Training, Management, Financial Analysis, Employee Benefits, Leadership, Analysis, Organizational..., Credit, Time Management, Marketing, Customer Service, CRM, Payroll, Business Development, Loans, Business Strategy, Finance, Employee Relations, Benefits Administration, Recruiting, Onboarding, Cash Management, Employment Law, 401k, Auditing, Strategic Human..., Employee Engagement, Staff Retention, Policy Writing, Open Enrollment, FMLA, Checking, Payroll Processing, Policy Analysis, Employment-based..., Microsoft Office, Event Planning, PowerPoint, Social Networking, Microsoft Excel, Strategic Planning, Team Building, Microsoft Word, Policy, Social Media Marketing, Leadership Development
Education
Golden Gate University 2012 — 2013
Masters degree; Masters of Science, Human Resources Management; Human Resource Management
California State University-Northridge 2008 — 2011
Bachelor's degree, Sociology: Work and Society
San Francisco Federal Credit Union December 2014 - Present
Bay Area Community Resources May 2014 - November 2014
Method 2013 - 2014
Mann Consulting 2013 - 2013
Union Bank 2012 - 2013
Cal National Bank/US Bank November 2007 - February 2012
Bank of America February 2006 - October 2007
Skills
Banking, Human Resources, Training, Management, Financial Analysis, Employee Benefits, Leadership, Analysis, Organizational..., Credit, Time Management, Marketing, Customer Service, CRM, Payroll, Business Development, Loans, Business Strategy, Finance, Employee Relations, Benefits Administration, Recruiting, Onboarding, Cash Management, Employment Law, 401k, Auditing, Strategic Human..., Employee Engagement, Staff Retention, Policy Writing, Open Enrollment, FMLA, Checking, Payroll Processing, Policy Analysis, Employment-based..., Microsoft Office, Event Planning, PowerPoint, Social Networking, Microsoft Excel, Strategic Planning, Team Building, Microsoft Word, Policy, Social Media Marketing, Leadership Development
Education
Golden Gate University 2012 — 2013
Masters degree; Masters of Science, Human Resources Management; Human Resource Management
California State University-Northridge 2008 — 2011
Bachelor's degree, Sociology: Work and Society
Cristian Quintanilla's Union Bank Experience March 2011 - June 2014
Job Consultant at Intellect
Industry Banking
Experience
Intellect August 2015 - Present
Petros Restaurants July 2014 - July 2015
USA 501 Inc July 2014 - July 2015
Union Bank March 2011 - June 2014
Citibank (NA) October 2008 - July 2010
Union Bank of California January 2008 - September 2008
Citibank (NA) September 2005 - January 2008
Citibank (West) December 2003 - September 2005
Union Bank of California May 2002 - June 2003
First Federal Bank May 2001 - May 2002
Skills
Banking, Cash Management, Commercial Banking, Credit, Finance, Investments, Loans, Portfolio Management, Relationship Management, Cross Selling, Small Business Lending, Commercial Lending, Consumer Lending, Retail Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
California State University-Los Angeles 2004 — 2007
Bachelor of Sciences, International Business
BHHS
Intellect August 2015 - Present
Petros Restaurants July 2014 - July 2015
USA 501 Inc July 2014 - July 2015
Union Bank March 2011 - June 2014
Citibank (NA) October 2008 - July 2010
Union Bank of California January 2008 - September 2008
Citibank (NA) September 2005 - January 2008
Citibank (West) December 2003 - September 2005
Union Bank of California May 2002 - June 2003
First Federal Bank May 2001 - May 2002
Skills
Banking, Cash Management, Commercial Banking, Credit, Finance, Investments, Loans, Portfolio Management, Relationship Management, Cross Selling, Small Business Lending, Commercial Lending, Consumer Lending, Retail Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
California State University-Los Angeles 2004 — 2007
Bachelor of Sciences, International Business
BHHS
Daniel Artola-Flores's Union Bank Experience September 2013 - December 2014
Job Freelance Audio Engineer
Industry Entertainment
Experience
Audio Engineer 2014 - Present
Wells Fargo July 2011 - Present
Union Bank September 2013 - December 2014
Skills
Banking, Music, Econometrics, Macroeconomics, Music Performance, Pro Tools, Sound Design, Sound Editing, Sound Mixing, Leadership, PowerPoint, Social Networking
Education
Columbia College-Hollywood 2014 — 2015
Certification, Pro Tools
California State University-Northridge 2009 — 2014
Bachelor of Arts (B.A.), Economics, History Minor
Audio Engineer 2014 - Present
Wells Fargo July 2011 - Present
Union Bank September 2013 - December 2014
Skills
Banking, Music, Econometrics, Macroeconomics, Music Performance, Pro Tools, Sound Design, Sound Editing, Sound Mixing, Leadership, PowerPoint, Social Networking
Education
Columbia College-Hollywood 2014 — 2015
Certification, Pro Tools
California State University-Northridge 2009 — 2014
Bachelor of Arts (B.A.), Economics, History Minor
James R. Jeffra's Union Bank Experience April 2010 - March 2014
Job Retail Distribution Strategy at MUFG Union Bank
Industry Real Estate
Experience
MUFG Union Bank July 2015 - Present
Charles Schwab March 2014 - July 2015
Union Bank April 2010 - March 2014
Bank of America March 2005 - July 2009
Washington Mutual July 2001 - March 2005
Virgin Entertainment Group April 2000 - July 2001
Skills
Vendor Management, Market Analysis, Retail Design, Visual Merchandising, Marketing Strategy, Retail, Team Management, Process Improvement, Creative Development, Creative Direction, Market Research, Competitive Analysis, Budgets, Marketing, Advertising, Management, Leadership, Sales, Project Planning
Education
California State University-Northridge 2006 — 2008
MA, Public Administration
California State University-Northridge 2000 — 2008
BA, Corporate & Industrial Media
MUFG Union Bank July 2015 - Present
Charles Schwab March 2014 - July 2015
Union Bank April 2010 - March 2014
Bank of America March 2005 - July 2009
Washington Mutual July 2001 - March 2005
Virgin Entertainment Group April 2000 - July 2001
Skills
Vendor Management, Market Analysis, Retail Design, Visual Merchandising, Marketing Strategy, Retail, Team Management, Process Improvement, Creative Development, Creative Direction, Market Research, Competitive Analysis, Budgets, Marketing, Advertising, Management, Leadership, Sales, Project Planning
Education
California State University-Northridge 2006 — 2008
MA, Public Administration
California State University-Northridge 2000 — 2008
BA, Corporate & Industrial Media
Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS®'s Union Bank Experience April 2015 - Present
Job Vice President Financial UnionBanc Investment Services
Industry Financial Services
Experience
Union Bank April 2015 - Present
Citi Personal Wealth Management September 2013 - April 2015
BancWest Investment Services May 2011 - September 2013
Ameriprise Financial July 2009 - May 2011
Ameriprise Financial October 2004 - May 2011
Ameriprise Financial February 2009 - December 2010
Ameriprise Financial June 2009 - September 2010
El Cariso Golf Course December 2002 - September 2004
401 Industries January 1995 - January 2004
Glendale Federal Bank April 1996 - June 1998
Skills
Retirement Planning, Estate Planning, Sales, Insurance, Financial Planners, Financial Advisory, Disability Insurance, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Wealth
Education
California State University-Northridge 1995 — 2003
BS, Business Law, Finance
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Union Bank April 2015 - Present
Citi Personal Wealth Management September 2013 - April 2015
BancWest Investment Services May 2011 - September 2013
Ameriprise Financial July 2009 - May 2011
Ameriprise Financial October 2004 - May 2011
Ameriprise Financial February 2009 - December 2010
Ameriprise Financial June 2009 - September 2010
El Cariso Golf Course December 2002 - September 2004
401 Industries January 1995 - January 2004
Glendale Federal Bank April 1996 - June 1998
Skills
Retirement Planning, Estate Planning, Sales, Insurance, Financial Planners, Financial Advisory, Disability Insurance, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Wealth
Education
California State University-Northridge 1995 — 2003
BS, Business Law, Finance
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Barry Mizrahi Barry Mizrahi's Union Bank Experience October 2007 - September 2010
Job Manager, UX Research at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade October 2010 - Present
Union Bank October 2007 - September 2010
EarthLink November 2004 - September 2007
Human Factors International June 2004 - October 2004
Self January 2004 - June 2004
CSUN 2002 - 2003
Xcelerate 2000 - 2001
Telcordia Technologies 1999 - 2000
Lotus Development 1998 - 1999
Skills
Usability Testing, Human Factors, Participatory Design, Ethnography, Heuristic Evaluation, Contextual Inquiry, Requirements Gathering, User Experience, Card Sorting, User-centered Design, Task Analysis, Axure, Prototyping, Usability Engineering, Usability, Information Architecture, Prototype, Human Computer..., Research Design, User Interface, Web Applications, Information Design, User Experience Design, Interaction Design, User Interface Design, Web Design, Experience Design, Wireframes, Mobile Design, Mobile Devices, Persona, User Scenarios, Focus Groups, Rapid Prototyping, Wire Framing, Paper Prototyping, Design Strategy, Data Visualization, Content Strategy, Mobile Applications, User Research
Education
California State University-Northridge 2001 — 2003
Masters, Human Factors
TD Ameritrade October 2013 - Present
TD Ameritrade October 2010 - Present
Union Bank October 2007 - September 2010
EarthLink November 2004 - September 2007
Human Factors International June 2004 - October 2004
Self January 2004 - June 2004
CSUN 2002 - 2003
Xcelerate 2000 - 2001
Telcordia Technologies 1999 - 2000
Lotus Development 1998 - 1999
Skills
Usability Testing, Human Factors, Participatory Design, Ethnography, Heuristic Evaluation, Contextual Inquiry, Requirements Gathering, User Experience, Card Sorting, User-centered Design, Task Analysis, Axure, Prototyping, Usability Engineering, Usability, Information Architecture, Prototype, Human Computer..., Research Design, User Interface, Web Applications, Information Design, User Experience Design, Interaction Design, User Interface Design, Web Design, Experience Design, Wireframes, Mobile Design, Mobile Devices, Persona, User Scenarios, Focus Groups, Rapid Prototyping, Wire Framing, Paper Prototyping, Design Strategy, Data Visualization, Content Strategy, Mobile Applications, User Research
Education
California State University-Northridge 2001 — 2003
Masters, Human Factors
Martin M. Hosseini's Union Bank Experience May 2014 - September 2015
Job Data Governance at Capital Group
Industry Financial Services
Experience
Capital Group September 2015 - Present
Union Bank May 2014 - September 2015
Bank of America January 2008 - April 2014
Amgen September 2005 - January 2008
EMS, Inc February 1999 - August 2005
GE Capital November 1997 - January 1999
Gartner July 1994 - September 1997
NEC Display Solutions of America, Inc. March 1993 - June 1994
Rockwell International July 1990 - March 1993
Great Western Bank May 1987 - July 1990
Skills
PMP, Loans, PMO, Project Portfolio..., Portfolio Management, Budgets, IT Management, Process Improvement, Business Process, Analysis, Project Management, Business Analysis, SDLC, Banking, Leadership Development, Governance, Mortgage Lending, MS Project, Leadership, Financial Services, Vendor Management, IT Service Management, Enterprise Software, Business Development, Program Management, Six Sigma, Risk Management
Education
Pepperdine University 2001 — 2006
Doctoral, Organizational Psychology
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1993
MBA, Business Administration
California State University-Northridge 1982 — 1986
Bachelors, Computer Science
Capital Group September 2015 - Present
Union Bank May 2014 - September 2015
Bank of America January 2008 - April 2014
Amgen September 2005 - January 2008
EMS, Inc February 1999 - August 2005
GE Capital November 1997 - January 1999
Gartner July 1994 - September 1997
NEC Display Solutions of America, Inc. March 1993 - June 1994
Rockwell International July 1990 - March 1993
Great Western Bank May 1987 - July 1990
Skills
PMP, Loans, PMO, Project Portfolio..., Portfolio Management, Budgets, IT Management, Process Improvement, Business Process, Analysis, Project Management, Business Analysis, SDLC, Banking, Leadership Development, Governance, Mortgage Lending, MS Project, Leadership, Financial Services, Vendor Management, IT Service Management, Enterprise Software, Business Development, Program Management, Six Sigma, Risk Management
Education
Pepperdine University 2001 — 2006
Doctoral, Organizational Psychology
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1993
MBA, Business Administration
California State University-Northridge 1982 — 1986
Bachelors, Computer Science
Karine Kazaryan Karine Kazaryan's Union Bank Experience December 2005 - December 2008
Job Media Supervisor at Starcom MediaVest Group
Industry Marketing and Advertising
Experience
Starcom MediaVest Group May 2015 - Present
MediaVest July 2014 - May 2015
MediaVest June 2013 - July 2014
Initiative April 2012 - June 2013
Initiative October 2010 - April 2012
Guidance Software February 2010 - August 2010
Event Eleven June 2009 - January 2010
BNCGre January 2009 - June 2009
Union Bank December 2005 - December 2008
Skills
Event Planning, Sponsorship, Event Management, Social Media Marketing, Media Planning, Knowledge of Research..., Media Buying, Digital Strategy, Digital Marketing, Advertising, Marketing, Press Releases, Integrated Marketing
Education
California State University-Northridge 2008 — 2009
Bachelors, Business, Marketing
Starcom MediaVest Group May 2015 - Present
MediaVest July 2014 - May 2015
MediaVest June 2013 - July 2014
Initiative April 2012 - June 2013
Initiative October 2010 - April 2012
Guidance Software February 2010 - August 2010
Event Eleven June 2009 - January 2010
BNCGre January 2009 - June 2009
Union Bank December 2005 - December 2008
Skills
Event Planning, Sponsorship, Event Management, Social Media Marketing, Media Planning, Knowledge of Research..., Media Buying, Digital Strategy, Digital Marketing, Advertising, Marketing, Press Releases, Integrated Marketing
Education
California State University-Northridge 2008 — 2009
Bachelors, Business, Marketing
Eduard Gansky Eduard Gansky's Union Bank Experience November 2008 - January 2009
Job Sr. Financial Analyst at Initiative
Industry Investment Banking
Experience
Initiative February 2011 - Present
Ancona Insurance Services February 2009 - February 2011
Union Bank November 2008 - January 2009
AllianceBernstein September 2008 - November 2008
Merrill Lynch September 2007 - December 2007
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Analysis, Forecasting, Budgets, Accounting, Management, Strategic Planning, Business Strategy, Customer Service, Finance, Marketing, Sales, New Business Development, Financial Modeling, Market Research, Corporate Finance, Banking, Risk Management, Managerial Finance, Analytics
Education
California State University-Northridge 2005 — 2007
B.S., Business Administration - Finance
Initiative February 2011 - Present
Ancona Insurance Services February 2009 - February 2011
Union Bank November 2008 - January 2009
AllianceBernstein September 2008 - November 2008
Merrill Lynch September 2007 - December 2007
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Analysis, Forecasting, Budgets, Accounting, Management, Strategic Planning, Business Strategy, Customer Service, Finance, Marketing, Sales, New Business Development, Financial Modeling, Market Research, Corporate Finance, Banking, Risk Management, Managerial Finance, Analytics
Education
California State University-Northridge 2005 — 2007
B.S., Business Administration - Finance
Jang Lee's Union Bank Experience 2000 - 2007
Job VP Finance at The Black Tux
Industry Internet
Experience
The Black Tux 2014 - Present
ShoeDazzle 2012 - 2014
Western Office Interiors 2009 - 2012
ImpreMedia 2008 - 2009
Oversee.net 2007 - 2008
Union Bank 2000 - 2007
Ticketmaster Online-Citysearch 2000 - 2000
Trust Company of the West 1998 - 2000
DKB 1997 - 1998
Projects 1997 - 1997
Skills
Online Advertising, Strategic Planning, Business Development, Start-ups, Financial Analysis, Project Management, Business Strategy, Leadership, Strategy, Online Marketing, Management, Accounting, Analytics, Business Planning, Cross-functional Team..., Forecasting, Marketing, Budgets, Product Management, Customer Service, Sales, Retail, Entrepreneurship, Fundraising, Analysis, Corporate Finance, Finance, Managerial Finance, Microsoft Excel, Executive Management, Team Leadership, Mergers & Acquisitions
Education
Northwestern University
Master's Degree
California State University-Northridge
Bachelor of Science (BS), Accounting
The Black Tux 2014 - Present
ShoeDazzle 2012 - 2014
Western Office Interiors 2009 - 2012
ImpreMedia 2008 - 2009
Oversee.net 2007 - 2008
Union Bank 2000 - 2007
Ticketmaster Online-Citysearch 2000 - 2000
Trust Company of the West 1998 - 2000
DKB 1997 - 1998
Projects 1997 - 1997
Skills
Online Advertising, Strategic Planning, Business Development, Start-ups, Financial Analysis, Project Management, Business Strategy, Leadership, Strategy, Online Marketing, Management, Accounting, Analytics, Business Planning, Cross-functional Team..., Forecasting, Marketing, Budgets, Product Management, Customer Service, Sales, Retail, Entrepreneurship, Fundraising, Analysis, Corporate Finance, Finance, Managerial Finance, Microsoft Excel, Executive Management, Team Leadership, Mergers & Acquisitions
Education
Northwestern University
Master's Degree
California State University-Northridge
Bachelor of Science (BS), Accounting
Kelly Wu's Union Bank Experience 2008 - 2014
Job Managing Director MUFG Americas (Union Bank)
Industry Financial Services
Experience
MUFG Americas 2014 - Present
Union Bank 2008 - 2014
CIT 2006 - 2008
CIT 1999 - 2006
Wachovia Capital Finance (formerly Congress Financial Corporation) 1997 - 1999
Ernst & Young, LLP 1992 - 1995
Skills
Mergers & Acquisitions, Asset Based Lending, Finance, Credit, Portfolio Management, Leadership, Financial Analysis, Leveraged Lending, Private Equity, Leveraged Finance, Commercial Banking, Certified Public..., MBA, Mandarin, Cross-border..., Special Situations, Mezzanine, Investments, Banking, Loans, Equities, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence, Risk Management, Investment Banking, Treasury Management, Real Estate Lending, trade finance
Education
University of Southern California - Marshall School of Business
MBA, Investment Finance
California State University-Northridge
Bachelor of Science (B.S.), Accounting and Business/Management
MUFG Americas 2014 - Present
Union Bank 2008 - 2014
CIT 2006 - 2008
CIT 1999 - 2006
Wachovia Capital Finance (formerly Congress Financial Corporation) 1997 - 1999
Ernst & Young, LLP 1992 - 1995
Skills
Mergers & Acquisitions, Asset Based Lending, Finance, Credit, Portfolio Management, Leadership, Financial Analysis, Leveraged Lending, Private Equity, Leveraged Finance, Commercial Banking, Certified Public..., MBA, Mandarin, Cross-border..., Special Situations, Mezzanine, Investments, Banking, Loans, Equities, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence, Risk Management, Investment Banking, Treasury Management, Real Estate Lending, trade finance
Education
University of Southern California - Marshall School of Business
MBA, Investment Finance
California State University-Northridge
Bachelor of Science (B.S.), Accounting and Business/Management
Daniel Joy's Union Bank Experience June 2015 - Present
Job Enterprise PMO Management Professional
Industry Banking
Experience
Union Bank June 2015 - Present
JPMorgan Chase 2008 - March 2015
WaMu January 2004 - October 2008
WaMu January 2001 - December 2004
WaMu August 1997 - June 2001
Skills
Leadership, Project Management, Management, CRM, Vendor Management, Process Improvement, PMO, Project Planning, Project Portfolio..., Strategy, Program Management, Integration, Workforce Management, Call Centers, Business Process, Business Analysis, Banking, Business Process..., Contact Centers, Visio, Siebel, System Deployment, Change Management, Requirements Gathering, Business Requirements, Cross-functional Team..., Project Delivery, Retail Banking, Software Project..., Release Management, MS Project, SDLC, Budgets, Risk Management, Resource Management, Requirements Analysis, SharePoint, Team Leadership, Relationship Management, Financial Services, Team Building
Education
California State University-Northridge
Coursework
Los Angeles Valley College 1994 — 1997
AA, Liberal Studies
Union Bank June 2015 - Present
JPMorgan Chase 2008 - March 2015
WaMu January 2004 - October 2008
WaMu January 2001 - December 2004
WaMu August 1997 - June 2001
Skills
Leadership, Project Management, Management, CRM, Vendor Management, Process Improvement, PMO, Project Planning, Project Portfolio..., Strategy, Program Management, Integration, Workforce Management, Call Centers, Business Process, Business Analysis, Banking, Business Process..., Contact Centers, Visio, Siebel, System Deployment, Change Management, Requirements Gathering, Business Requirements, Cross-functional Team..., Project Delivery, Retail Banking, Software Project..., Release Management, MS Project, SDLC, Budgets, Risk Management, Resource Management, Requirements Analysis, SharePoint, Team Leadership, Relationship Management, Financial Services, Team Building
Education
California State University-Northridge
Coursework
Los Angeles Valley College 1994 — 1997
AA, Liberal Studies
Stuart Bechman's Union Bank Experience December 2014 - April 2015
Job
Industry Computer Software
Experience
Amgen March 2015 - Present
Union Bank December 2014 - April 2015
Bank of America August 2013 - December 2014
Industrial Product Partners September 2012 - July 2013
Bechman & Associates January 2010 - October 2012
Alcoa Fastening Systems April 2011 - December 2011
SL Power Electronics September 2004 - March 2011
Bechman & Associates January 1986 - September 2004
QAD 1989 - 1992
Dain Bosworth & Co. January 1984 - December 1986
Skills
Management Consulting, Business Analysis, Software Project..., Financial Accounting, Cost Accounting, Fund Accounting, Microsoft Office, ERP, QAD, Management, Business Development, Process Improvement, Fundraising, Leadership Development, Non-profits, Fundraising Campaign..., Conference Production, Presentations, Web Content Management, Membership Development, Grant Writing, Large-scale Event...
Education
California State University-Northridge 2002 — 2004
MA
University of Arizona 1977 — 1981
MS-MIS
Amgen March 2015 - Present
Union Bank December 2014 - April 2015
Bank of America August 2013 - December 2014
Industrial Product Partners September 2012 - July 2013
Bechman & Associates January 2010 - October 2012
Alcoa Fastening Systems April 2011 - December 2011
SL Power Electronics September 2004 - March 2011
Bechman & Associates January 1986 - September 2004
QAD 1989 - 1992
Dain Bosworth & Co. January 1984 - December 1986
Skills
Management Consulting, Business Analysis, Software Project..., Financial Accounting, Cost Accounting, Fund Accounting, Microsoft Office, ERP, QAD, Management, Business Development, Process Improvement, Fundraising, Leadership Development, Non-profits, Fundraising Campaign..., Conference Production, Presentations, Web Content Management, Membership Development, Grant Writing, Large-scale Event...
Education
California State University-Northridge 2002 — 2004
MA
University of Arizona 1977 — 1981
MS-MIS
Lilliana E. Araya's Union Bank Experience March 2013 - July 2013
Job Disney ABC Technology Group
Industry Information Technology and Services
Experience
Disney ABC Television Group August 2014 - Present
Green Dot Corporation September 2013 - August 2014
Carlisle & Gallagher Consulting Group July 2013 - August 2013
Union Bank March 2013 - July 2013
Green Dot Corporation October 2012 - March 2013
Southern California Gas Company December 2011 - October 2012
Bank of America May 2010 - November 2011
Universal Music Group September 2008 - May 2010
Warner Bros. Entertainment, Inc. August 2007 - August 2008
Washington Mutual March 2007 - August 2007
Skills
Training, Customer Service, Vendor Management, SDLC, Business Analysis, Process Improvement, Visio, Project Management, Change Management, Software Documentation, Analysis, Team Building, Risk Management, Banking, Strategic Planning, Troubleshooting, Business Process..., SharePoint, Business Process, Requirements Analysis, Quality Assurance, Leadership, Testing, Access, Management, Data Analysis, Project Planning, Software Development, Databases, Program Management, Business Intelligence, Enterprise Software, Consulting, Business Requirements, Software Project..., Agile Methodologies, Requirements Gathering, Scrum, User Acceptance Testing, Microsoft SQL Server, Team Leadership, Integration, Cross-functional Team...
Education
California State University-Northridge
MBA, Finance
John Marshall Fundamental H.S.
High School Diploma, Honors and Gifted Courses
Pasadena City College
Certificate, Paralegal
University of Southern California
BA, English and Business
Disney ABC Television Group August 2014 - Present
Green Dot Corporation September 2013 - August 2014
Carlisle & Gallagher Consulting Group July 2013 - August 2013
Union Bank March 2013 - July 2013
Green Dot Corporation October 2012 - March 2013
Southern California Gas Company December 2011 - October 2012
Bank of America May 2010 - November 2011
Universal Music Group September 2008 - May 2010
Warner Bros. Entertainment, Inc. August 2007 - August 2008
Washington Mutual March 2007 - August 2007
Skills
Training, Customer Service, Vendor Management, SDLC, Business Analysis, Process Improvement, Visio, Project Management, Change Management, Software Documentation, Analysis, Team Building, Risk Management, Banking, Strategic Planning, Troubleshooting, Business Process..., SharePoint, Business Process, Requirements Analysis, Quality Assurance, Leadership, Testing, Access, Management, Data Analysis, Project Planning, Software Development, Databases, Program Management, Business Intelligence, Enterprise Software, Consulting, Business Requirements, Software Project..., Agile Methodologies, Requirements Gathering, Scrum, User Acceptance Testing, Microsoft SQL Server, Team Leadership, Integration, Cross-functional Team...
Education
California State University-Northridge
MBA, Finance
John Marshall Fundamental H.S.
High School Diploma, Honors and Gifted Courses
Pasadena City College
Certificate, Paralegal
University of Southern California
BA, English and Business
Scott Riley's Union Bank Experience March 2007 - April 2012
Job Vice President BSA Operations Team Lead
Industry Banking
Experience
MUFG Union Bank, N.A. May 2013 - Present
Scott Riley Fitness Photography 1990 - Present
Scott Riley Wedding Photography 1980 - Present
Union Bank March 2007 - April 2012
Msquared Consulting April 2006 - March 2007
Washington Mutual (WaMu) November 2003 - April 2006
Washington Mutual (WaMu) 2001 - 2003
Washington Mutual (WaMu) 1998 - 2001
Great Western Bank (WaMu) 1995 - 1998
Wells Fargo 1982 - 1994
Skills
AML, KYC, Banking, Risk Management, Financial Risk, Bank Secrecy Act, Fraud, USA PATRIOT Act, Loans, OFAC, Financial Institutions, Leadership, Financial Services, Business Analysis, Anti Money Laundering, Photography, Operational Risk..., Visio, Access, Process Improvement, Due Diligence, Securities, Management, Retail Banking, Private Banking, Commercial Banking, Credit, Credit Risk, Internal Audit, Projects, PowerPoint, PEP, Photoshop, Auditing, Payments, Regulations, Financial Regulation, FinCEN, Money Service Business, NGOs, FATF, Wedding Photography, Terrorist Financing, Digital Photography, CIP, CDD, TPPP, Finance, Analysis, Customer Service
Education
California State University-Northridge
Management Information Systems
UCLA
MUFG Union Bank, N.A. May 2013 - Present
Scott Riley Fitness Photography 1990 - Present
Scott Riley Wedding Photography 1980 - Present
Union Bank March 2007 - April 2012
Msquared Consulting April 2006 - March 2007
Washington Mutual (WaMu) November 2003 - April 2006
Washington Mutual (WaMu) 2001 - 2003
Washington Mutual (WaMu) 1998 - 2001
Great Western Bank (WaMu) 1995 - 1998
Wells Fargo 1982 - 1994
Skills
AML, KYC, Banking, Risk Management, Financial Risk, Bank Secrecy Act, Fraud, USA PATRIOT Act, Loans, OFAC, Financial Institutions, Leadership, Financial Services, Business Analysis, Anti Money Laundering, Photography, Operational Risk..., Visio, Access, Process Improvement, Due Diligence, Securities, Management, Retail Banking, Private Banking, Commercial Banking, Credit, Credit Risk, Internal Audit, Projects, PowerPoint, PEP, Photoshop, Auditing, Payments, Regulations, Financial Regulation, FinCEN, Money Service Business, NGOs, FATF, Wedding Photography, Terrorist Financing, Digital Photography, CIP, CDD, TPPP, Finance, Analysis, Customer Service
Education
California State University-Northridge
Management Information Systems
UCLA
Arin Der Gevorkian's Union Bank Experience August 2008 - November 2012
Job Director of Business Development
Industry Education Management
Experience
Edlio 2013 - 2015
Edlio 2013 - 2015
Bank of the West November 2012 - August 2013
Union Bank August 2008 - November 2012
New York Life September 2006 - August 2008
Skills
Series 6, Series 63, Licensed Life Insurance..., Notary Public, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Life Insurance, Retirement Planning, Banking, Credit, Finance, Financial Services, Investment Advisory, Investments, Leadership, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Wealth Management, Public Speaking, Strategic Planning, Customer Service, Team Building, Risk Management, Retail Banking, Credit Analysis, Commercial Banking, Training, Commercial Lending
Education
California State University-Northridge
Bachelor's degree, Finance, General
Edlio 2013 - 2015
Edlio 2013 - 2015
Bank of the West November 2012 - August 2013
Union Bank August 2008 - November 2012
New York Life September 2006 - August 2008
Skills
Series 6, Series 63, Licensed Life Insurance..., Notary Public, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Life Insurance, Retirement Planning, Banking, Credit, Finance, Financial Services, Investment Advisory, Investments, Leadership, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Wealth Management, Public Speaking, Strategic Planning, Customer Service, Team Building, Risk Management, Retail Banking, Credit Analysis, Commercial Banking, Training, Commercial Lending
Education
California State University-Northridge
Bachelor's degree, Finance, General
Jay Montoro's Union Bank Experience July 2011 - January 2012
Job Principal at JPM Consulting Group, Inc.
Industry Information Technology and Services
Experience
Fox Networks Group September 2013 - Present
Cathay Bank April 2012 - September 2013
NBCUniversal, Inc. February 2012 - April 2012
Union Bank July 2011 - January 2012
Motion Picture Association of America October 2010 - June 2011
Union Bank June 2010 - September 2010
Raytheon September 2009 - June 2010
Creative Artists Agency June 2007 - July 2009
Open Solutions (formerly BISYS) January 2003 - June 2007
S1 Corporation (formerly Software Dynamics, Inc.) September 2000 - December 2002
Skills
SDLC, UML, Software Project..., Business Analysis, Quality Assurance, Agile Project Management, Requirements Gathering, Functional..., Software Quality..., Business Intelligence, Requirements Analysis, Quality Management, Banking, Entertainment Industry, Financial Services, Core Banking, Manufacturing, Test Management, Requirements Management, Requirement..., Use Case Analysis, Business Requirements, User Acceptance Testing, Business Process, Test Planning, Testing, Web Applications, Consulting, Analysis, Project Management, Process Improvement, Systems Analysis, Integration, Agile Methodologies, Software Documentation, Gap Analysis, Data Analysis, Enterprise Software, Team Leadership, Strategy, Management, Information Technology, PMO, Leadership
Education
Keller Graduate School 2005 — 2007
Masters, Project Management
California State University-Northridge 1995 — 2000
Bachelor, Business Administration
Fox Networks Group September 2013 - Present
Cathay Bank April 2012 - September 2013
NBCUniversal, Inc. February 2012 - April 2012
Union Bank July 2011 - January 2012
Motion Picture Association of America October 2010 - June 2011
Union Bank June 2010 - September 2010
Raytheon September 2009 - June 2010
Creative Artists Agency June 2007 - July 2009
Open Solutions (formerly BISYS) January 2003 - June 2007
S1 Corporation (formerly Software Dynamics, Inc.) September 2000 - December 2002
Skills
SDLC, UML, Software Project..., Business Analysis, Quality Assurance, Agile Project Management, Requirements Gathering, Functional..., Software Quality..., Business Intelligence, Requirements Analysis, Quality Management, Banking, Entertainment Industry, Financial Services, Core Banking, Manufacturing, Test Management, Requirements Management, Requirement..., Use Case Analysis, Business Requirements, User Acceptance Testing, Business Process, Test Planning, Testing, Web Applications, Consulting, Analysis, Project Management, Process Improvement, Systems Analysis, Integration, Agile Methodologies, Software Documentation, Gap Analysis, Data Analysis, Enterprise Software, Team Leadership, Strategy, Management, Information Technology, PMO, Leadership
Education
Keller Graduate School 2005 — 2007
Masters, Project Management
California State University-Northridge 1995 — 2000
Bachelor, Business Administration
Sabine Issa's Union Bank Experience May 2008 - Present
Job Business System Analyst at Union Bank of California
Industry Banking
Experience
Union Bank May 2008 - Present
Citibank 2000 - 2007
California Federal Bank October 2000 - October 2004
Washington Mutual 1997 - October 2000
Skills
Business Analysis, Business Requirements, Business Objects, User Acceptance Testing, Banking, Analysis, Requirements Analysis, SharePoint, Databases, MS Project, SDLC, Visio
Education
California State University-Northridge 2002 — 2004
MBA, System Operations
California State University-Northridge 1994 — 1997
BA, Management Information System
Union Bank May 2008 - Present
Citibank 2000 - 2007
California Federal Bank October 2000 - October 2004
Washington Mutual 1997 - October 2000
Skills
Business Analysis, Business Requirements, Business Objects, User Acceptance Testing, Banking, Analysis, Requirements Analysis, SharePoint, Databases, MS Project, SDLC, Visio
Education
California State University-Northridge 2002 — 2004
MBA, System Operations
California State University-Northridge 1994 — 1997
BA, Management Information System
Robin Rucker, MBA's Union Bank Experience December 2009 - Present
Job Director, Sr. Systems Manager at Union Bank
Industry Information Services
Experience
Union Bank December 2009 - Present
Ascent Services Group (assigned to Amgen) October 2009 - December 2009
21st Century Insurance Company September 1993 - June 2009
Transamerica Insurance Group January 1988 - September 1993
Litton Guidance and Control Systems April 1987 - January 1988
Skills
Integration, E-commerce, Leadership, Software Development..., Budgets
Education
California State University-Northridge 1984 — 1987
MBA, Business
Loyola Marymount University 1976 — 1980
BA, Business, Economics
Union Bank December 2009 - Present
Ascent Services Group (assigned to Amgen) October 2009 - December 2009
21st Century Insurance Company September 1993 - June 2009
Transamerica Insurance Group January 1988 - September 1993
Litton Guidance and Control Systems April 1987 - January 1988
Skills
Integration, E-commerce, Leadership, Software Development..., Budgets
Education
California State University-Northridge 1984 — 1987
MBA, Business
Loyola Marymount University 1976 — 1980
BA, Business, Economics
George N. Davlantes's Union Bank Experience 1971 - 1976
Job District Manager, Forecast Land Corp. I help you find the secret path to wealth through affordable Land Investment.
Industry Real Estate
Experience
Forecast Land Corp 2013 - Present
George N. Davlantes 1978 - Present
Idcomm, inc 2000 - 2011
U.S. Pet Products, Inc. 1976 - 1998
Union Bank 1971 - 1976
U.S. Army 1967 - 1969
Skills
Sales, Entrepreneurship, Investments, Start-ups, Contract Negotiation, Marketing, Business Development, Investment Properties, Management, Business Strategy, Mechanical Product..., Residential Homes, Real Estate, Investors, Engineering, Short Sales, Real Estate Transactions, New Business Development, Sellers, Selling, Strategic Planning, Marketing Strategy, Financial Analysis, Budgets, Negotiation, Strategy, Real Estate Development, Small Business, Leadership, Business Planning
Education
California State University-Northridge 1965 — 1970
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Forecast Land Corp 2013 - Present
George N. Davlantes 1978 - Present
Idcomm, inc 2000 - 2011
U.S. Pet Products, Inc. 1976 - 1998
Union Bank 1971 - 1976
U.S. Army 1967 - 1969
Skills
Sales, Entrepreneurship, Investments, Start-ups, Contract Negotiation, Marketing, Business Development, Investment Properties, Management, Business Strategy, Mechanical Product..., Residential Homes, Real Estate, Investors, Engineering, Short Sales, Real Estate Transactions, New Business Development, Sellers, Selling, Strategic Planning, Marketing Strategy, Financial Analysis, Budgets, Negotiation, Strategy, Real Estate Development, Small Business, Leadership, Business Planning
Education
California State University-Northridge 1965 — 1970
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Marc Amescua's Union Bank Experience August 2008 - February 2012
Job VP & Relationship Manager at First Choice Bank
Industry Banking
Experience
First Choice Bank February 2012 - Present
Union Bank August 2008 - February 2012
Lehman Brothers Bank March 2004 - July 2008
Banco Popular, N.A. October 1998 - February 2004
Sanwa Bank of California (now Bank of the West) June 1996 - October 1998
Skills
Loans, Credit, Underwriting, Small Business Lending, Commercial Banking, Leadership, SBA 504, Finance, Commercial Lending, SBA, Loan Origination, Real Estate, Lines Of Credit
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance & International Marketing
California State University-Los Angeles 1981 — 1984
BA, Accounting & Finance
First Choice Bank February 2012 - Present
Union Bank August 2008 - February 2012
Lehman Brothers Bank March 2004 - July 2008
Banco Popular, N.A. October 1998 - February 2004
Sanwa Bank of California (now Bank of the West) June 1996 - October 1998
Skills
Loans, Credit, Underwriting, Small Business Lending, Commercial Banking, Leadership, SBA 504, Finance, Commercial Lending, SBA, Loan Origination, Real Estate, Lines Of Credit
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance & International Marketing
California State University-Los Angeles 1981 — 1984
BA, Accounting & Finance
Jeff Felix, CFP®'s Union Bank Experience September 2014 - Present
Job Vice President & Private Banker at Union Bank
Industry Banking
Experience
Los Angeles Junior Chamber of Commerce September 2015 - Present
Union Bank September 2014 - Present
LA Junior Chamber of Commerce August 2011 - September 2015
Union Bank March 2009 - August 2014
MountainGate Country Club 2006 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Marketing Strategy, Commercial Banking, Small Business Lending, Loans, Credit, Private Banking, Social Media, Banking, Marketing, Budgets, Financial Analysis, Commercial Lending, Wealth Management..., Wealth Management, Mortgage Lending, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Consumer Lending, Event Planning
Education
UCLA Extension 2011 — 2013
Personal Financial Planning Certificate, Financial Planning and Services
California State University-Northridge 2003 — 2008
Communication Studies, Communication, Marketing
Los Angeles Junior Chamber of Commerce September 2015 - Present
Union Bank September 2014 - Present
LA Junior Chamber of Commerce August 2011 - September 2015
Union Bank March 2009 - August 2014
MountainGate Country Club 2006 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Marketing Strategy, Commercial Banking, Small Business Lending, Loans, Credit, Private Banking, Social Media, Banking, Marketing, Budgets, Financial Analysis, Commercial Lending, Wealth Management..., Wealth Management, Mortgage Lending, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Consumer Lending, Event Planning
Education
UCLA Extension 2011 — 2013
Personal Financial Planning Certificate, Financial Planning and Services
California State University-Northridge 2003 — 2008
Communication Studies, Communication, Marketing
Erin Kate Fleshner's Union Bank Experience December 2012 - July 2014
Job Senior User Experience Designer
Industry Information Technology and Services
Experience
REI August 2014 - Present
Union Bank December 2012 - July 2014
Cooking.com June 2010 - December 2012
Nickelodeon Family Virtual Worlds Group September 2008 - June 2010
AT&T, Inc December 1995 - August 2008
Scott and Daughters Publishing January 1990 - December 1994
Skills
Wireframing, Product Discovery, User Interface Design, Market Research, Functional..., Requirements Gathering, Product Requirements, User Experience, Rapid Prototyping, Information Architecture, Wireframes, Passion for Quality, Interaction Design, User-centered Design, Agile Methodologies, Human Computer..., Heuristic Evaluation, E-commerce, User Interface, Persona, Usability Testing, Scrum, Agile Project Management, Task Analysis, CSS, Usability, Mobile Devices, HTML 5, Usability Engineering, Axure, Human Factors, Web Analytics, OmniGraffle, Mobile Applications
Education
California State University-Northridge 2003 — 2006
M.A., Human Factors & Applied Psychology; Psychology
California State University-Northridge 2000 — 2002
B.A., Psychology
REI August 2014 - Present
Union Bank December 2012 - July 2014
Cooking.com June 2010 - December 2012
Nickelodeon Family Virtual Worlds Group September 2008 - June 2010
AT&T, Inc December 1995 - August 2008
Scott and Daughters Publishing January 1990 - December 1994
Skills
Wireframing, Product Discovery, User Interface Design, Market Research, Functional..., Requirements Gathering, Product Requirements, User Experience, Rapid Prototyping, Information Architecture, Wireframes, Passion for Quality, Interaction Design, User-centered Design, Agile Methodologies, Human Computer..., Heuristic Evaluation, E-commerce, User Interface, Persona, Usability Testing, Scrum, Agile Project Management, Task Analysis, CSS, Usability, Mobile Devices, HTML 5, Usability Engineering, Axure, Human Factors, Web Analytics, OmniGraffle, Mobile Applications
Education
California State University-Northridge 2003 — 2006
M.A., Human Factors & Applied Psychology; Psychology
California State University-Northridge 2000 — 2002
B.A., Psychology
Carole Shaffer's Union Bank Experience August 2010 - Present
Job VP, Payroll & A/P at Union Bank
Industry Financial Services
Experience
Union Bank August 2010 - Present
Countrywide Home Loans March 2004 - May 2009
Pinkerton Security/Securitas March 2000 - August 2003
Universal Studios 1976 - December 1998
Skills
Program Management, Policy, Accounting, Payroll, Finance, PeopleSoft, Accounts Payable, Tax, Management, Performance Management, Mergers, Mergers & Acquisitions, HRIS, Employee Benefits, Training, Strategy
Education
California State University-Northridge
Union Bank August 2010 - Present
Countrywide Home Loans March 2004 - May 2009
Pinkerton Security/Securitas March 2000 - August 2003
Universal Studios 1976 - December 1998
Skills
Program Management, Policy, Accounting, Payroll, Finance, PeopleSoft, Accounts Payable, Tax, Management, Performance Management, Mergers, Mergers & Acquisitions, HRIS, Employee Benefits, Training, Strategy
Education
California State University-Northridge
Diane Morinigo's Union Bank Experience February 1978 - June 1984
Job teacher at LAUSD
Industry Education Management
Experience
LAUSD September 1999 - Present
Congregation Mogan David September 1997 - June 1999
Union Bank February 1978 - June 1984
Skills
Curriculum Development, Teaching
Education
California State University-Los Angeles 1991 — 2000
Master's Degree, Reading/Lanugage Arts
Jefferson Community College Watertown, N.Y. 1975 — 1977
AA, Liberal Arts
LAUSD September 1999 - Present
Congregation Mogan David September 1997 - June 1999
Union Bank February 1978 - June 1984
Skills
Curriculum Development, Teaching
Education
California State University-Los Angeles 1991 — 2000
Master's Degree, Reading/Lanugage Arts
Jefferson Community College Watertown, N.Y. 1975 — 1977
AA, Liberal Arts
Douglas Hahn's Union Bank Experience June 2013 - Present
Job CCAR Quality Control Analyst at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
Bank of America July 2006 - June 2013
First Data Merchant Services March 2005 - July 2006
Countrywide October 2002 - March 2005
Skills
Analytics, Strategic Planning, Budgets, Finance, Forecasting, Executive Management, Management, Banking, Corporate Finance, Credit, Financial Analysis, Portfolio Management
Education
California State University-Northridge 1999 — 2002
BS, Business Administration
Union Bank June 2013 - Present
Bank of America July 2006 - June 2013
First Data Merchant Services March 2005 - July 2006
Countrywide October 2002 - March 2005
Skills
Analytics, Strategic Planning, Budgets, Finance, Forecasting, Executive Management, Management, Banking, Corporate Finance, Credit, Financial Analysis, Portfolio Management
Education
California State University-Northridge 1999 — 2002
BS, Business Administration
Jacqueline (Jackie) Barend's Union Bank Experience December 2013 - Present
Job Vice President, Sr Compliance Officer, Testing Manager at Union Bank
Industry Banking
Experience
Union Bank December 2013 - Present
Bank of America July 2011 - November 2013
Bank of America September 2010 - August 2011
Bank of America May 2009 - September 2010
Vertice, A Divisions of Wachovia Securities; formerly American Mortgage Network May 2002 - May 2009
Aurora Loan Services / Lehman Brothers 1998 - 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, Due Diligence, Leadership, Loan Origination, Credit, Risk Management, Credit Analysis, Banking, Mortgage Servicing, Mortgage Underwriting, Financial Risk, Loss Mitigation, Credit Risk, Underwriting, Residential Mortgages
Education
California State University-Northridge 1984 — 1989
Bachelor of Science, Health Science with Education Option
Union Bank December 2013 - Present
Bank of America July 2011 - November 2013
Bank of America September 2010 - August 2011
Bank of America May 2009 - September 2010
Vertice, A Divisions of Wachovia Securities; formerly American Mortgage Network May 2002 - May 2009
Aurora Loan Services / Lehman Brothers 1998 - 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, Due Diligence, Leadership, Loan Origination, Credit, Risk Management, Credit Analysis, Banking, Mortgage Servicing, Mortgage Underwriting, Financial Risk, Loss Mitigation, Credit Risk, Underwriting, Residential Mortgages
Education
California State University-Northridge 1984 — 1989
Bachelor of Science, Health Science with Education Option
Christopher Oltmann's Union Bank Experience November 2008 - November 2010
Job Director Investor Relations at PennyMac
Industry Financial Services
Experience
PennyMac March 2012 - Present
BANK OF AMERICA, Calabasas, CA November 2010 - March 2012
Union Bank November 2008 - November 2010
Countrywide Financial Corporation December 2006 - November 2009
Countrywide Financial Corporation April 2004 - November 2006
Skills
Banking, Capital Markets, Financial Analysis, Risk Management, Credit, Credit Risk, Financial Risk, Cash Management, Fixed Income, Financial Modeling, Mortgage Banking, Investor Relations, Finance, Treasury
Education
California State University-Northridge 1993 — 1997
BS, Accounting
PennyMac March 2012 - Present
BANK OF AMERICA, Calabasas, CA November 2010 - March 2012
Union Bank November 2008 - November 2010
Countrywide Financial Corporation December 2006 - November 2009
Countrywide Financial Corporation April 2004 - November 2006
Skills
Banking, Capital Markets, Financial Analysis, Risk Management, Credit, Credit Risk, Financial Risk, Cash Management, Fixed Income, Financial Modeling, Mortgage Banking, Investor Relations, Finance, Treasury
Education
California State University-Northridge 1993 — 1997
BS, Accounting
Ron Coligado's Union Bank Experience January 2001 - Present
Job Infrastructure Systems Engineer at Union Bank
Industry Information Technology and Services
Experience
Union Bank January 2001 - Present
Skills
Disaster Recovery, SDLC, Data Center, Integration, PMO, System Administration, VMware, Virtualization, Servers, Active Directory, SharePoint, Risk Management, Visio, ITIL, Business Analysis, Security, Enterprise Architecture, Vendor Management
Education
California State University-Los Angeles 1991 — 1995
Bachelor's Degree, Computer Information Systems
Union Bank January 2001 - Present
Skills
Disaster Recovery, SDLC, Data Center, Integration, PMO, System Administration, VMware, Virtualization, Servers, Active Directory, SharePoint, Risk Management, Visio, ITIL, Business Analysis, Security, Enterprise Architecture, Vendor Management
Education
California State University-Los Angeles 1991 — 1995
Bachelor's Degree, Computer Information Systems
John S. Atwell, Jr., MAI, AI-GRS's Union Bank Experience 1981 - 1988
Job Manager Learning and Development for CoStar Group
Industry Real Estate
Experience
CoStar Group August 2010 - Present
CapitalSource Bank August 2009 - August 2010
CoStar Group June 2008 - August 2009
CoStar Group March 1999 - June 2008
Union Bank 1981 - 1988
Skills
Commercial Real Estate, Real Estate, Market Analysis, Real Estate Economics, Leases, Disposition, Real Estate Development, Corporate Real Estate, Acquisitions, Investment Properties, Finance, Valuation, Appraisals, Property, Investments, Investors, REO, Foreclosures, Real Estate Financing, Market Research, Real Estate Transactions, Loans, Asset Management, CoStar, Hands-on Training, Training, Employee Training
Education
California State University-Los Angeles 1976 — 1978
Business Administration and Management, General
Chapman University
San Diego Mesa College
Southwestern Jr. College
CoStar Group August 2010 - Present
CapitalSource Bank August 2009 - August 2010
CoStar Group June 2008 - August 2009
CoStar Group March 1999 - June 2008
Union Bank 1981 - 1988
Skills
Commercial Real Estate, Real Estate, Market Analysis, Real Estate Economics, Leases, Disposition, Real Estate Development, Corporate Real Estate, Acquisitions, Investment Properties, Finance, Valuation, Appraisals, Property, Investments, Investors, REO, Foreclosures, Real Estate Financing, Market Research, Real Estate Transactions, Loans, Asset Management, CoStar, Hands-on Training, Training, Employee Training
Education
California State University-Los Angeles 1976 — 1978
Business Administration and Management, General
Chapman University
San Diego Mesa College
Southwestern Jr. College
Ronnie Robles's Union Bank Experience July 2007 - Present
Job Operations Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank July 2007 - Present
Union Bank July 2000 - June 2007
Skills
Data Mining, SharePoint, Business Analysis, Process Improvement, Excel, Team Leadership, Testing, Team Building, PowerPoint, Word, Crystal Reports, Access, MS Project, Compliance, Business Requirements, Databases, Business Process...
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Leadership and Organizational Change
California State University-Los Angeles
Union Bank July 2007 - Present
Union Bank July 2000 - June 2007
Skills
Data Mining, SharePoint, Business Analysis, Process Improvement, Excel, Team Leadership, Testing, Team Building, PowerPoint, Word, Crystal Reports, Access, MS Project, Compliance, Business Requirements, Databases, Business Process...
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Leadership and Organizational Change
California State University-Los Angeles
Erika Wirkkala's Union Bank Experience 2011 - 2014
Job Principal, Access Publicity and Founder, Tapis Rouge Events & Communications
Industry Public Relations and Communications
Experience
Tapis Rouge Events & Communications January 2005 - Present
Union Bank 2011 - 2014
Union Bank 2011 - 2014
The Pittsburgh Symphony Orchestra 2003 - 2003
Hill & Knowlton Public Relations 1997 - 2002
Skills
Marketing Communications, Media Relations, Public Relations, Event Planning, Non-profits, Social Media Marketing, Marketing Strategy, Social Media, Small Business, Event Management, Strategic Planning, Advertising, Marketing, Public Speaking, Entrepreneurship, New Business Development, Fundraising, Social Networking, Online Advertising, Online Marketing, Graphic Design, Email Marketing
Education
California State University-Northridge 1993 — 1997
cleveland high school
Tapis Rouge Events & Communications January 2005 - Present
Union Bank 2011 - 2014
Union Bank 2011 - 2014
The Pittsburgh Symphony Orchestra 2003 - 2003
Hill & Knowlton Public Relations 1997 - 2002
Skills
Marketing Communications, Media Relations, Public Relations, Event Planning, Non-profits, Social Media Marketing, Marketing Strategy, Social Media, Small Business, Event Management, Strategic Planning, Advertising, Marketing, Public Speaking, Entrepreneurship, New Business Development, Fundraising, Social Networking, Online Advertising, Online Marketing, Graphic Design, Email Marketing
Education
California State University-Northridge 1993 — 1997
cleveland high school
Kelly Stirling's Union Bank Experience August 2011 - August 2013
Job EVP, TheCoShareGroup Consulting Services and Payment Solutions
Industry Management Consulting
Experience
TheCoShareGroup April 2014 - Present
Union Bank August 2011 - August 2013
Bank of America February 2005 - June 2009
Skills
Mergers & Acquisitions, Leadership, Management, Integration, Change Management, Project Management, Banking, Strategic Planning, Finance, Financial Services, Real Estate, Retail Banking
Education
California State University-Northridge 1967 — 1970
TheCoShareGroup April 2014 - Present
Union Bank August 2011 - August 2013
Bank of America February 2005 - June 2009
Skills
Mergers & Acquisitions, Leadership, Management, Integration, Change Management, Project Management, Banking, Strategic Planning, Finance, Financial Services, Real Estate, Retail Banking
Education
California State University-Northridge 1967 — 1970
Jasiri Daire's Union Bank Experience March 2014 - September 2014
Job Sales Manager at Bay Federal CU
Industry Banking
Experience
Bay Federal Credit Union February 2015 - Present
Banc of California September 2014 - January 2015
Union Bank March 2014 - September 2014
Kinecta Federal Credit Union April 2005 - February 2014
Credit Union Direct Lending Corp. 2003 - 2005
Credit Union of Southern California Lending 2000 - 2003
Sanwa Bank California 1996 - 2000
Skills
Finance, Analysis, Banking, Business Development, Consumer Lending, Call Centers, Credit, Financial Services, Leadership, Loan Origination, Loans, Management, Market Research, Marketing, Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Product Management, Public Speaking, Real Estate, Refinance, Sales, Sales Management, Sales Operations, Selling, Strategic Planning, Strategy, Training, Underwriting
Education
Ken Blanchard School of Business, Grand Canyon University 2010 — 2011
MBA, Finance
Western CUNA Management School
Management Strategy
California State University-Los Angeles 1996 — 1999
Business Administration, Marketing
St Ambrose School
Bay Federal Credit Union February 2015 - Present
Banc of California September 2014 - January 2015
Union Bank March 2014 - September 2014
Kinecta Federal Credit Union April 2005 - February 2014
Credit Union Direct Lending Corp. 2003 - 2005
Credit Union of Southern California Lending 2000 - 2003
Sanwa Bank California 1996 - 2000
Skills
Finance, Analysis, Banking, Business Development, Consumer Lending, Call Centers, Credit, Financial Services, Leadership, Loan Origination, Loans, Management, Market Research, Marketing, Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Product Management, Public Speaking, Real Estate, Refinance, Sales, Sales Management, Sales Operations, Selling, Strategic Planning, Strategy, Training, Underwriting
Education
Ken Blanchard School of Business, Grand Canyon University 2010 — 2011
MBA, Finance
Western CUNA Management School
Management Strategy
California State University-Los Angeles 1996 — 1999
Business Administration, Marketing
St Ambrose School
Michael Michalov's Union Bank Experience April 2011 - Present
Job Vice President, Market Sales & Service Professional
Industry Banking
Experience
Union Bank April 2011 - Present
Union Bank January 2008 - June 2011
Union Bank February 2007 - February 2008
Skills
Banking, Management, Retail Banking, Loans, Leadership, Strategic Planning, Recruiting, Budgets, Business Development, Finance, Marketing, Sales, Training, Business Strategy, Public Relations, Human Resources, Mortgage Lending, Commercial Banking, Credit, Consumer Lending, Commercial Lending, Credit Analysis, Small Business Lending, Relationship Management, Portfolio Management, Loan Origination, Risk Management, Social Media, Cross Selling, Strategy, Financial Services, Credit Risk, Financial Analysis, Lines Of Credit, Investments, Mortgage Banking, Cash Management
Education
California State University-Northridge 2000 — 2005
Bachelor of Science (B.S.), Economics & Marketing
Union Bank April 2011 - Present
Union Bank January 2008 - June 2011
Union Bank February 2007 - February 2008
Skills
Banking, Management, Retail Banking, Loans, Leadership, Strategic Planning, Recruiting, Budgets, Business Development, Finance, Marketing, Sales, Training, Business Strategy, Public Relations, Human Resources, Mortgage Lending, Commercial Banking, Credit, Consumer Lending, Commercial Lending, Credit Analysis, Small Business Lending, Relationship Management, Portfolio Management, Loan Origination, Risk Management, Social Media, Cross Selling, Strategy, Financial Services, Credit Risk, Financial Analysis, Lines Of Credit, Investments, Mortgage Banking, Cash Management
Education
California State University-Northridge 2000 — 2005
Bachelor of Science (B.S.), Economics & Marketing
Haley Stahl's Union Bank Experience May 2009 - May 2015
Job Vice President and Manager at Rabobank
Industry Financial Services
Experience
Union Bank May 2009 - May 2015
Rabobank 2015 - 2015
Rabobank 2015 - 2015
Countrywide Financial Corporation March 2005 - June 2010
Health Net May 1999 - March 2005
Bank of America June 1986 - May 1999
Skills
Banking, Treasury Management, Project Management, Cash Management, Strategic Planning, Finance, Management, Risk Management, Commercial Banking, Commercial Lending, Credit, Leadership, Portfolio Management, Relationship Management
Education
California State University-Northridge 1992 — 1996
MS, Business and Psychology
California State University-Northridge 1986 — 1992
B.A., Psychology
Union Bank May 2009 - May 2015
Rabobank 2015 - 2015
Rabobank 2015 - 2015
Countrywide Financial Corporation March 2005 - June 2010
Health Net May 1999 - March 2005
Bank of America June 1986 - May 1999
Skills
Banking, Treasury Management, Project Management, Cash Management, Strategic Planning, Finance, Management, Risk Management, Commercial Banking, Commercial Lending, Credit, Leadership, Portfolio Management, Relationship Management
Education
California State University-Northridge 1992 — 1996
MS, Business and Psychology
California State University-Northridge 1986 — 1992
B.A., Psychology
Damon Santos's Union Bank Experience 2003 - 2007
Job Vice President Business Banking Officer at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank October 2014 - Present
AmericanWest Bank August 2013 - October 2014
California Bank & Trust April 2011 - August 2013
US Bank January 2008 - April 2011
Union Bank 2003 - 2007
Skills
Credit Analysis, Loans, Cash Management, Banking, Portfolio Management, Commercial Mortgages, Commercial Banking, Lines Of Credit, Cross Selling, Credit, Financial Risk, Finance, Commercial Lending, Small Business Lending
Education
California State University-Los Angeles 1986 — 1990
BS, Finance
AmericanWest Bank October 2014 - Present
AmericanWest Bank August 2013 - October 2014
California Bank & Trust April 2011 - August 2013
US Bank January 2008 - April 2011
Union Bank 2003 - 2007
Skills
Credit Analysis, Loans, Cash Management, Banking, Portfolio Management, Commercial Mortgages, Commercial Banking, Lines Of Credit, Cross Selling, Credit, Financial Risk, Finance, Commercial Lending, Small Business Lending
Education
California State University-Los Angeles 1986 — 1990
BS, Finance
Fernando Garces's Union Bank Experience July 2015 - Present
Job Assistant Vice President, Mortgage Consultant
Industry Real Estate
Experience
Union Bank July 2015 - Present
HSBC November 2012 - June 2015
NEW Economics For Women February 2012 - November 2012
C2 Financial Corporation January 2012 - November 2012
Mortgage Management Consultants September 2011 - March 2012
Cobalt Financial December 2008 - September 2011
First Security Lending September 2007 - December 2008
First Magnus Financial April 2006 - August 2007
Skills
FHA, Mortgage Lending, Refinance, Conventional, First Time Home Buyers, Purchase, Credit, Banking, Real Estate, VA, USDA, Negotiation, Customer Service, Investment Properties, Residential, Foreclosures, VA loans, Problem Solving, Residential Homes, Real Estate Economics, Real Estate Transactions
Education
California State University-Northridge 2010 — 2011
MA
Loyola Marymount University 1987 — 1990
BA
Union Bank July 2015 - Present
HSBC November 2012 - June 2015
NEW Economics For Women February 2012 - November 2012
C2 Financial Corporation January 2012 - November 2012
Mortgage Management Consultants September 2011 - March 2012
Cobalt Financial December 2008 - September 2011
First Security Lending September 2007 - December 2008
First Magnus Financial April 2006 - August 2007
Skills
FHA, Mortgage Lending, Refinance, Conventional, First Time Home Buyers, Purchase, Credit, Banking, Real Estate, VA, USDA, Negotiation, Customer Service, Investment Properties, Residential, Foreclosures, VA loans, Problem Solving, Residential Homes, Real Estate Economics, Real Estate Transactions
Education
California State University-Northridge 2010 — 2011
MA
Loyola Marymount University 1987 — 1990
BA
Tiffany Ching's Union Bank Experience April 2009 - June 2013
Job at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2015 - Present
Bank of the West July 2013 - December 2014
Union Bank April 2009 - June 2013
Union Bank September 2007 - April 2009
Skills
Commercial Lending, Credit, Banking, Small Business Lending, Credit Analysis, Loans, Portfolio Management, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, Financial Analysis, Loan Origination, Lines Of Credit, Credit Risk, Cash Management, Treasury Management, Financial Services, Mortgage Lending, Risk Management, Cross Selling, Finance, Underwriting, Commercial Mortgages, Mortgage Banking, Investments, Management, Financial Risk
Education
PCBS class of 2014 2012 — 2014
Banking, Corporate, Finance, and Securities Law
University of Washington 2012 — 2014
Master's Degree, Leadership, Finance and Credit Quality
California State University-Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Business Administration, Finance
California Bank & Trust January 2015 - Present
Bank of the West July 2013 - December 2014
Union Bank April 2009 - June 2013
Union Bank September 2007 - April 2009
Skills
Commercial Lending, Credit, Banking, Small Business Lending, Credit Analysis, Loans, Portfolio Management, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, Financial Analysis, Loan Origination, Lines Of Credit, Credit Risk, Cash Management, Treasury Management, Financial Services, Mortgage Lending, Risk Management, Cross Selling, Finance, Underwriting, Commercial Mortgages, Mortgage Banking, Investments, Management, Financial Risk
Education
PCBS class of 2014 2012 — 2014
Banking, Corporate, Finance, and Securities Law
University of Washington 2012 — 2014
Master's Degree, Leadership, Finance and Credit Quality
California State University-Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Business Administration, Finance
Debra Papageorge's Union Bank Experience June 2015 - Present
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
Dione Lord's Union Bank Experience May 2012 - Present
Job System Analyst IV at Union Bank
Industry Banking
Experience
Union Bank May 2012 - Present
Wells Fargo Bank February 2010 - July 2011
JPM Chase October 2008 - December 2010
Washington Mutual Bank July 2002 - October 2010
Washington Mutual Bank October 1997 - June 2002
Skills
SDLC, Requirements Gathering, Process Improvement, Business Analysis, Business Requirements, User Acceptance Testing, Visio, Project Planning, Leadership, Banking, Access, Vendor Management, Requirements Analysis, Business Intelligence, Training, Budgets, Business Process..., Business Process, Risk Management, Project Portfolio..., Program Management, Databases, Software Documentation, Analysis, Data Analysis, IT Strategy, SharePoint, Testing, PMO, Project Management, Integration, PMP
Education
California State University-Northridge 1971 — 1973
History
Union Bank May 2012 - Present
Wells Fargo Bank February 2010 - July 2011
JPM Chase October 2008 - December 2010
Washington Mutual Bank July 2002 - October 2010
Washington Mutual Bank October 1997 - June 2002
Skills
SDLC, Requirements Gathering, Process Improvement, Business Analysis, Business Requirements, User Acceptance Testing, Visio, Project Planning, Leadership, Banking, Access, Vendor Management, Requirements Analysis, Business Intelligence, Training, Budgets, Business Process..., Business Process, Risk Management, Project Portfolio..., Program Management, Databases, Software Documentation, Analysis, Data Analysis, IT Strategy, SharePoint, Testing, PMO, Project Management, Integration, PMP
Education
California State University-Northridge 1971 — 1973
History
Denise Akune's Union Bank Experience June 1974 - June 1989
Job Account Representative at Aihara & Associates Ins Services, Inc.
Industry Insurance
Experience
Aihara & Associates Ins Services, Inc. September 2006 - Present
FIA Insurance Services July 1989 - September 2006
Union Bank June 1974 - June 1989
Skills
New Business Development, Insurance, Salesforce.com, Sales Management, Direct Sales, Customer Service, Microsoft Office, Risk Management, Public Speaking
Education
California State University-Los Angeles 1974 — 1980
BS, Finance
Aihara & Associates Ins Services, Inc. September 2006 - Present
FIA Insurance Services July 1989 - September 2006
Union Bank June 1974 - June 1989
Skills
New Business Development, Insurance, Salesforce.com, Sales Management, Direct Sales, Customer Service, Microsoft Office, Risk Management, Public Speaking
Education
California State University-Los Angeles 1974 — 1980
BS, Finance
Marie Doe's Union Bank Experience 1990 - 1997
Job Commercial Banking Credit Manager
Industry Banking
Experience
Middleburg Bank January 2011 - Present
Sandy Spring Bank November 2004 - January 2011
Potomac Bank of Virginia 2004 - 2007
US Bank 2001 - 2004
Union Bank 1990 - 1997
Bank of America 1982 - 1990
Skills
Commercial Lending, Credit Analysis, Loans, Lines Of Credit, Credit Risk, Small Business Lending, Commercial Banking, Credit, Portfolio Management, Mortgage Lending, Consumer Lending, Loan Origination, Asset Based Lending, Banking, Risk Management
Education
California State University-Los Angeles
BS, Finance
Middleburg Bank January 2011 - Present
Sandy Spring Bank November 2004 - January 2011
Potomac Bank of Virginia 2004 - 2007
US Bank 2001 - 2004
Union Bank 1990 - 1997
Bank of America 1982 - 1990
Skills
Commercial Lending, Credit Analysis, Loans, Lines Of Credit, Credit Risk, Small Business Lending, Commercial Banking, Credit, Portfolio Management, Mortgage Lending, Consumer Lending, Loan Origination, Asset Based Lending, Banking, Risk Management
Education
California State University-Los Angeles
BS, Finance
Dipak Bhojak's Union Bank Experience July 2010 - Present
Job ECM Business Solutions Vice President at Union Bank
Industry Financial Services
Experience
Union Bank July 2010 - Present
IBM 2010 - 2011
JPMorgan Chase September 2008 - December 2009
Washington Mutual, Inc. 2001 - September 2008
GE Capital - Financial Assurance Division September 1999 - April 2001
Skills
SDLC, FileNet, Vendor Management
Education
California State University-Los Angeles 1981 — 1986
BS, Finanace
St. Xavier's College
Union Bank July 2010 - Present
IBM 2010 - 2011
JPMorgan Chase September 2008 - December 2009
Washington Mutual, Inc. 2001 - September 2008
GE Capital - Financial Assurance Division September 1999 - April 2001
Skills
SDLC, FileNet, Vendor Management
Education
California State University-Los Angeles 1981 — 1986
BS, Finanace
St. Xavier's College
Suellyn L'Dera's Union Bank Experience July 2010 - December 2012
Job Vice President & Manager at State Bank of India (California)
Industry Banking
Experience
State Bank of India (California) December 2012 - Present
Union Bank July 2010 - December 2012
California Bank & Trust (Antelope Valley Bank, a division of CB&T) February 2007 - April 2009
Washington Mutual Bank March 1998 - August 2006
Washington Mutual Bank (merger with Great Western Bank) June 1996 - February 1998
Great Western Bank August 1986 - May 1996
Great Western Bank June 1985 - July 1986
Great Western Bank August 1983 - May 1985
Great Western Bank January 1981 - July 1983
Great Western Bank December 1975 - December 1980
Skills
Credit Analysis, Cross Selling, Vendor Management, Underwriting, Financial Management, Business Analysis, Funding, SOX, Managerial Finance, Commercial Banking, Sarbanes-Oxley Act, Project Planning, Commercial Lending, Small Business Lending, Internal Controls, Residential Mortgages, Mortgage Lending, Financial Risk, Loan Servicing, Management, Loans, Risk Management, Retail Banking, Banking
Education
California State University-Northridge 1977 — 1981
see below, Sociology
Los Angeles Valley College 1973 — 1976
Associates, Sociology
Grant High School, Van Nuys, CA 1969 — 1973
Diploma, Liberal Studies/English
State Bank of India (California) December 2012 - Present
Union Bank July 2010 - December 2012
California Bank & Trust (Antelope Valley Bank, a division of CB&T) February 2007 - April 2009
Washington Mutual Bank March 1998 - August 2006
Washington Mutual Bank (merger with Great Western Bank) June 1996 - February 1998
Great Western Bank August 1986 - May 1996
Great Western Bank June 1985 - July 1986
Great Western Bank August 1983 - May 1985
Great Western Bank January 1981 - July 1983
Great Western Bank December 1975 - December 1980
Skills
Credit Analysis, Cross Selling, Vendor Management, Underwriting, Financial Management, Business Analysis, Funding, SOX, Managerial Finance, Commercial Banking, Sarbanes-Oxley Act, Project Planning, Commercial Lending, Small Business Lending, Internal Controls, Residential Mortgages, Mortgage Lending, Financial Risk, Loan Servicing, Management, Loans, Risk Management, Retail Banking, Banking
Education
California State University-Northridge 1977 — 1981
see below, Sociology
Los Angeles Valley College 1973 — 1976
Associates, Sociology
Grant High School, Van Nuys, CA 1969 — 1973
Diploma, Liberal Studies/English
Maria Uber's Union Bank Experience November 2009 - Present
Job Business & Personal Banking
Industry Banking
Experience
Union Bank November 2009 - Present
Skills
Consumer Lending, Customer Service, Outlook, Loans, Retail Banking, Lines Of Credit, Credit, Small Business Lending, Microsoft Word, Microsoft Office, Banking, Cross Selling, General Ledger, Deposits, Portfolio Management, Branch Banking, Refinance, Home Equity Lines of..., Teller Operations, NMLS Licensed, Finance, Relationship Management, Mortgage Lending, Commercial Lending, Sales, Financial Analysis
Education
CSUN
Bachelor of Arts (B.A.), Graphic Design
Union Bank November 2009 - Present
Skills
Consumer Lending, Customer Service, Outlook, Loans, Retail Banking, Lines Of Credit, Credit, Small Business Lending, Microsoft Word, Microsoft Office, Banking, Cross Selling, General Ledger, Deposits, Portfolio Management, Branch Banking, Refinance, Home Equity Lines of..., Teller Operations, NMLS Licensed, Finance, Relationship Management, Mortgage Lending, Commercial Lending, Sales, Financial Analysis
Education
CSUN
Bachelor of Arts (B.A.), Graphic Design
Carolyn Janda's Union Bank Experience September 2010 - Present
Job VP, Corporate Communications at Union Bank
Industry Public Relations and Communications
Experience
Union Bank September 2010 - Present
Washington Mutual 1997 - 2005
Random House 1994 - 1997
Christie's 1993 - 1994
Skills
B2B Marketing, Corporate Communications, Crisis Communications, Event Management, Internal Communications, Leadership, Marketing, Proposal Writing, Public Relations, Strategic Communications, Team Building, Strategic Planning, Management, Marketing Communications, Media Relations, Press Releases, Strategy
Education
New York University 1991 — 1993
M.A., arts administration
California State University-Northridge 1985 — 1990
B.A., art history
Union Bank September 2010 - Present
Washington Mutual 1997 - 2005
Random House 1994 - 1997
Christie's 1993 - 1994
Skills
B2B Marketing, Corporate Communications, Crisis Communications, Event Management, Internal Communications, Leadership, Marketing, Proposal Writing, Public Relations, Strategic Communications, Team Building, Strategic Planning, Management, Marketing Communications, Media Relations, Press Releases, Strategy
Education
New York University 1991 — 1993
M.A., arts administration
California State University-Northridge 1985 — 1990
B.A., art history
Alex Byrne's Union Bank Experience December 2010 - April 2013
Job AVP, Business Systems Analyst at Union Bank
Industry Banking
Experience
Unión Bank April 2013 - Present
Union Bank December 2010 - April 2013
Herbalife International July 2008 - November 2010
Herbalife International May 2005 - July 2008
Herbalife International March 2002 - May 2005
Skills
Accounts Payable, Inventory Management, Cost Accounting, Financial Analysis, SOX Analysis, Financial Reporting, Oracle Financials, SAS Business..., Analysis, Analytics, Access, Management, Oracle E-Business Suite, Software Documentation, Systems Analysis, Databases
Education
UCLA 2013 — 2016
Database Management
UCLA 2009 — 2011
Business Studies w/Concentration in Accounting
CSUN 1995 — 1998
Bachelor of Science, Business Administration, Finance
Unión Bank April 2013 - Present
Union Bank December 2010 - April 2013
Herbalife International July 2008 - November 2010
Herbalife International May 2005 - July 2008
Herbalife International March 2002 - May 2005
Skills
Accounts Payable, Inventory Management, Cost Accounting, Financial Analysis, SOX Analysis, Financial Reporting, Oracle Financials, SAS Business..., Analysis, Analytics, Access, Management, Oracle E-Business Suite, Software Documentation, Systems Analysis, Databases
Education
UCLA 2013 — 2016
Database Management
UCLA 2009 — 2011
Business Studies w/Concentration in Accounting
CSUN 1995 — 1998
Bachelor of Science, Business Administration, Finance
Gregory Newhall's Union Bank Experience 2003 - 2005
Job District Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank 2005 - Present
Union Bank 2003 - 2005
Education
California State University-Monterey Bay 1997 — 2001
BA
First Republic Bank 2005 - Present
Union Bank 2003 - 2005
Education
California State University-Monterey Bay 1997 — 2001
BA
Ken Macali's Union Bank Experience April 1996 - August 2004
Job Sr. QA Engineer
Industry Hospital & Health Care
Experience
Kareo June 2012 - Present
HauteLook March 2010 - June 2012
American Honda Motor Company, Inc. August 2004 - March 2010
Union Bank April 1996 - August 2004
Skills
Agile Methodologies, Manual Testing, SDLC, Test Automation, Scrum, SQL, Web Development, Test Cases, Linux, Software Quality..., Testing, Test Planning, Quality Assurance, Quality Center, Requirements Analysis, QTP, MySQL, AJAX, CSS, Software Project..., SharePoint, Web Testing, Web Applications, Selenium, Databases, XML, Software Documentation, JIRA, LoadRunner, Unix, Agile Testing, Agile Project Management, Web Services, Waterfall, User Acceptance Testing, Eclipse, Continuous Integration, Microsoft SQL Server, VBScript, Subversion, Regression Testing, Visual Studio, REST, TFS, SOAP, Git, Ruby, Mobile Applications, HP Quality Center
Education
California State University-Los Angeles
Computer Information Systems
Kareo June 2012 - Present
HauteLook March 2010 - June 2012
American Honda Motor Company, Inc. August 2004 - March 2010
Union Bank April 1996 - August 2004
Skills
Agile Methodologies, Manual Testing, SDLC, Test Automation, Scrum, SQL, Web Development, Test Cases, Linux, Software Quality..., Testing, Test Planning, Quality Assurance, Quality Center, Requirements Analysis, QTP, MySQL, AJAX, CSS, Software Project..., SharePoint, Web Testing, Web Applications, Selenium, Databases, XML, Software Documentation, JIRA, LoadRunner, Unix, Agile Testing, Agile Project Management, Web Services, Waterfall, User Acceptance Testing, Eclipse, Continuous Integration, Microsoft SQL Server, VBScript, Subversion, Regression Testing, Visual Studio, REST, TFS, SOAP, Git, Ruby, Mobile Applications, HP Quality Center
Education
California State University-Los Angeles
Computer Information Systems
Jaclyn Wai's Union Bank Experience April 2011 - July 2011
Job Asistant Vice President, Business Services Analyst at City National Bank
Industry Information Technology and Services
Experience
City National Bank October 2011 - Present
Union Bank April 2011 - July 2011
Bank of America Corporation January 2006 - October 2009
Argent Mortgage Company LLC October 2003 - January 2006
Bally Total Fitness December 2001 - October 2003
B3 Corporation October 1999 - August 2001
Information Technology Group, Inc June 1997 - September 1999
Brentwood Thrift & Loan Association August 1988 - October 1993
Skills
Access, Change Management, Process Improvement, Project Management, Banking, Business Analysis, Management, Analysis, Program Management, SQL, Vendor Management
Education
California State University-Northridge
Bachelor of Science degree, Business Administration - Management Information Systems
City National Bank October 2011 - Present
Union Bank April 2011 - July 2011
Bank of America Corporation January 2006 - October 2009
Argent Mortgage Company LLC October 2003 - January 2006
Bally Total Fitness December 2001 - October 2003
B3 Corporation October 1999 - August 2001
Information Technology Group, Inc June 1997 - September 1999
Brentwood Thrift & Loan Association August 1988 - October 1993
Skills
Access, Change Management, Process Improvement, Project Management, Banking, Business Analysis, Management, Analysis, Program Management, SQL, Vendor Management
Education
California State University-Northridge
Bachelor of Science degree, Business Administration - Management Information Systems
Peter Mogg's Union Bank Experience October 2010 - Present
Job Vice President & Manager at Union Bank
Industry Banking
Experience
Union Bank October 2010 - Present
US Bank March 2007 - July 2010
Citibank March 2002 - February 2007
Cal Fed 1993 - 2002
Skills
Small Business Lending, Banking, Consumer Lending, Commercial Lending, Commercial Banking, Mortgage Lending, Loans, Credit Analysis, Lines Of Credit, Underwriting, Retail Banking, Financial Analysis, Portfolio Management, Branch Management, Loan Origination, Wealth Management, Cross Selling, Commercial Mortgages, Credit Risk, Treasury Management, Branch Banking, Retirement Planning, Relationship Management, Cash Management, Residential Mortgages, Mutual Funds, Insurance, Core Banking, Commercial Real Estate, Series 6, Series 63, Business Relationship..., Investments, Sales Management, Deposits
Education
California State University-Los Angeles 1972 — 1978
Bachelor of Science, Business Administration
John Marshall High School 1969 — 1972
General Education
Union Bank October 2010 - Present
US Bank March 2007 - July 2010
Citibank March 2002 - February 2007
Cal Fed 1993 - 2002
Skills
Small Business Lending, Banking, Consumer Lending, Commercial Lending, Commercial Banking, Mortgage Lending, Loans, Credit Analysis, Lines Of Credit, Underwriting, Retail Banking, Financial Analysis, Portfolio Management, Branch Management, Loan Origination, Wealth Management, Cross Selling, Commercial Mortgages, Credit Risk, Treasury Management, Branch Banking, Retirement Planning, Relationship Management, Cash Management, Residential Mortgages, Mutual Funds, Insurance, Core Banking, Commercial Real Estate, Series 6, Series 63, Business Relationship..., Investments, Sales Management, Deposits
Education
California State University-Los Angeles 1972 — 1978
Bachelor of Science, Business Administration
John Marshall High School 1969 — 1972
General Education
Leonard Gomez's Union Bank Experience August 2010 - November 2011
Job Vice President, at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2012 - Present
Union Bank August 2010 - November 2011
Bank of America September 2003 - August 2010
Bank of America August 1997 - September 2003
Wells Fargo March 1994 - August 1997
Skills
Commercial Lending, Commercial Banking, Cash Management, Portfolio Management, Healthcare Industry, Retail Banking
Education
Los Angeles Pierce College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
California State University-Northridge
JPMorgan Chase March 2012 - Present
Union Bank August 2010 - November 2011
Bank of America September 2003 - August 2010
Bank of America August 1997 - September 2003
Wells Fargo March 1994 - August 1997
Skills
Commercial Lending, Commercial Banking, Cash Management, Portfolio Management, Healthcare Industry, Retail Banking
Education
Los Angeles Pierce College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
California State University-Northridge
Kayko Kameta's Union Bank Experience 1970 - 1978
Job
Industry Utilities
Experience
Southern California Edison August 1989 - December 1996
Southern California Edison September 1980 - August 1989
Union Bank 1970 - 1978
Education
California State University-Los Angeles 1964 — 1968
BA, Psychology
Southern California Edison August 1989 - December 1996
Southern California Edison September 1980 - August 1989
Union Bank 1970 - 1978
Education
California State University-Los Angeles 1964 — 1968
BA, Psychology
Mary Tsakiris-Cardenas's Union Bank Experience November 2010 - Present
Job
Industry Banking
Experience
Union Bank November 2010 - Present
Citizens Business Bank November 2005 - October 2010
Education
California State University-Los Angeles
Bachelor’s Degree, Business Administration and Management
Union Bank November 2010 - Present
Citizens Business Bank November 2005 - October 2010
Education
California State University-Los Angeles
Bachelor’s Degree, Business Administration and Management
John Jogminas's Union Bank Experience January 2015 - Present
Job Data Analyst Consultant at Union Bank
Industry Entertainment
Experience
Union Bank January 2015 - Present
The Walt Disney Company November 2011 - December 2014
Union Bank October 2010 - July 2011
Kaiser Permanente June 2010 - September 2010
Belkin International February 2010 - April 2010
The McGraw-Hill Companies November 2008 - September 2009
Belkin International May 2008 - November 2008
The Walt Disney Company January 2008 - May 2008
The McGraw-Hill Companies October 2006 - November 2007
MasterCard International February 2005 - September 2006
Skills
Microstrategy, Microsoft SQL Server, Oracle SQL Developer, Data Analysis, Business Analysis, SSAS 2008, SSRS, TM1, Greenplum, SSIS, Informatica, Microsoft Office, Microsoft Excel, Access, Business Intelligence, Business Intelligence...
Education
California State University-Northridge 1987 — 1990
Bachelor of Science Degree, Business Administration - Accounting
Union Bank January 2015 - Present
The Walt Disney Company November 2011 - December 2014
Union Bank October 2010 - July 2011
Kaiser Permanente June 2010 - September 2010
Belkin International February 2010 - April 2010
The McGraw-Hill Companies November 2008 - September 2009
Belkin International May 2008 - November 2008
The Walt Disney Company January 2008 - May 2008
The McGraw-Hill Companies October 2006 - November 2007
MasterCard International February 2005 - September 2006
Skills
Microstrategy, Microsoft SQL Server, Oracle SQL Developer, Data Analysis, Business Analysis, SSAS 2008, SSRS, TM1, Greenplum, SSIS, Informatica, Microsoft Office, Microsoft Excel, Access, Business Intelligence, Business Intelligence...
Education
California State University-Northridge 1987 — 1990
Bachelor of Science Degree, Business Administration - Accounting
Derek Yim's Union Bank Experience May 2012 - Present
Job Vice President at Union Bank
Industry Financial Services
Experience
Union Bank May 2012 - Present
Fifth Third Bank July 2009 - January 2012
Hana Financial, Inc. April 2005 - April 2009
Wells Fargo Bank January 2001 - April 2005
Blossom Casuals Inc August 1993 - January 2000
Skills
Mortgage Lending, Banking, Credit, Commercial Lending, Consumer Lending, Sales Management, Small Business Lending, Commercial Banking, Loans, Portfolio Management, Strategic Planning, Management, Credit Analysis, Underwriting
Education
California State University-Los Angeles 1991 — 1996
B.S, Production Operation Management
Union Bank May 2012 - Present
Fifth Third Bank July 2009 - January 2012
Hana Financial, Inc. April 2005 - April 2009
Wells Fargo Bank January 2001 - April 2005
Blossom Casuals Inc August 1993 - January 2000
Skills
Mortgage Lending, Banking, Credit, Commercial Lending, Consumer Lending, Sales Management, Small Business Lending, Commercial Banking, Loans, Portfolio Management, Strategic Planning, Management, Credit Analysis, Underwriting
Education
California State University-Los Angeles 1991 — 1996
B.S, Production Operation Management
Jaclyn Wai's Union Bank Experience April 2011 - July 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
City National Bank October 2011 - Present
Union Bank April 2011 - July 2011
Bank of America / Countrywide January 2006 - October 2009
Argent Mortgage Company, LLC October 2003 - January 2006
Skills
SharePoint, SQL, Microsoft SQL Server, HTML, Troubleshooting, Access Database, Microsoft Excel, Microsoft Office, Brio Query, Foxtrot, VBA, Adobe Acrobat, XML, DHTML, Monarch Pro, Business Analysis, Visio, Requirements Gathering, SDLC, Requirements Analysis, Systems Analysis, Databases, Analysis, Business Process, Banking
Education
California State University-Northridge
Bachelor of Science (B.S.), Management Information Systems, Business Administration
City National Bank October 2011 - Present
Union Bank April 2011 - July 2011
Bank of America / Countrywide January 2006 - October 2009
Argent Mortgage Company, LLC October 2003 - January 2006
Skills
SharePoint, SQL, Microsoft SQL Server, HTML, Troubleshooting, Access Database, Microsoft Excel, Microsoft Office, Brio Query, Foxtrot, VBA, Adobe Acrobat, XML, DHTML, Monarch Pro, Business Analysis, Visio, Requirements Gathering, SDLC, Requirements Analysis, Systems Analysis, Databases, Analysis, Business Process, Banking
Education
California State University-Northridge
Bachelor of Science (B.S.), Management Information Systems, Business Administration
Angela Lallave's Union Bank Experience July 2011 - April 2012
Job Assistant Vice President, Jr. Portfolio Manager at Banc of California
Industry Banking
Experience
Banc of California June 2014 - Present
Banc of California May 2012 - Present
Union Bank July 2011 - April 2012
Bank of America Merrill Lynch April 2010 - June 2011
Citi July 2008 - April 2010
Citi August 2006 - July 2008
Skills
Credit Analysis, Loans, Underwriting, Private Banking, Credit, Financial Analysis
Education
California State University-Northridge
Bachelor of Science, Business Administration/Management
Banc of California June 2014 - Present
Banc of California May 2012 - Present
Union Bank July 2011 - April 2012
Bank of America Merrill Lynch April 2010 - June 2011
Citi July 2008 - April 2010
Citi August 2006 - July 2008
Skills
Credit Analysis, Loans, Underwriting, Private Banking, Credit, Financial Analysis
Education
California State University-Northridge
Bachelor of Science, Business Administration/Management
Jannie Chew's Union Bank Experience March 1996 - March 2008
Job Relationship Manager at Prudential Retirement Services
Industry Financial Services
Experience
Prudential Retirement Services March 2008 - Present
Union Bank March 1996 - March 2008
Education
California State University-Los Angeles
Bachelor of Business Administration (BBA)
Prudential Retirement Services March 2008 - Present
Union Bank March 1996 - March 2008
Education
California State University-Los Angeles
Bachelor of Business Administration (BBA)
Jennifer McGhee's Union Bank Experience February 2005 - Present
Job Senior Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank February 2005 - Present
Wells Fargo Advisors July 2011 - July 2012
Union Bank February 2005 - July 2011
Skills
Commercial Banking, Banking, Cash Management, Loan Origination, Portfolio Management, Financial Planning, Retail Banking, Small Business, Customer Service, Sales Presentations, Compliance, Outlook, Word, Business Planning, Administrative..., Project Planning, Events Coordination, Calendaring
Education
LA Mission College 2001 — 2005
Associates, Arts
California State University-Northridge
Bachelor’s, Business Management
Union Bank February 2005 - Present
Wells Fargo Advisors July 2011 - July 2012
Union Bank February 2005 - July 2011
Skills
Commercial Banking, Banking, Cash Management, Loan Origination, Portfolio Management, Financial Planning, Retail Banking, Small Business, Customer Service, Sales Presentations, Compliance, Outlook, Word, Business Planning, Administrative..., Project Planning, Events Coordination, Calendaring
Education
LA Mission College 2001 — 2005
Associates, Arts
California State University-Northridge
Bachelor’s, Business Management
Hal Bazarian's Union Bank Experience February 1999 - June 2012
Job Vice President/Relationship Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2014 - Present
American Business Bank January 2013 - December 2013
Union Bank February 1999 - June 2012
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Consumer Lending, Mortgage Lending, Relationship Management
Education
ABA National Graduate School of Commercial Lending, Oklahoma University, OK 1985 — 1985
Certificate of Completion, Banking and Financial Support Services, Graduated with Distinction
California State University-Northridge
B.S. Finance/Accounting
California Bank & Trust June 2014 - Present
American Business Bank January 2013 - December 2013
Union Bank February 1999 - June 2012
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Consumer Lending, Mortgage Lending, Relationship Management
Education
ABA National Graduate School of Commercial Lending, Oklahoma University, OK 1985 — 1985
Certificate of Completion, Banking and Financial Support Services, Graduated with Distinction
California State University-Northridge
B.S. Finance/Accounting
Albert Lozano Jr's Union Bank Experience November 2007 - June 2011
Job Sr SAR Investigator at BBCN Bank
Industry Banking
Experience
Pacific City Bank August 2015 - Present
BBCN Bank January 2015 - Present
State Bank of India (California) December 2013 - January 2015
Baname USA February 2013 - December 2013
OneWest Bank June 2012 - October 2012
Union Bank of California June 2011 - June 2012
Union Bank November 2007 - June 2011
Washington Mutual Bank August 2005 - October 2007
Forgeries December 2003 - July 2005
CBCOS II October 2001 - March 2002
Skills
Due Diligence, CAMS Certified, Financial Risk, USA PATRIOT Act, BSA / AML, Anti Money Laundering, Operational Risk, Operational Risk..., KYC, Commercial Banking, Risk Management, Enterprise Risk..., Investigation, Analysis, Retail Banking, Credit Cards, Financial Services, Banking
Education
CSUN 1994 — 1996
Business Administration and Management, General
Pacific City Bank August 2015 - Present
BBCN Bank January 2015 - Present
State Bank of India (California) December 2013 - January 2015
Baname USA February 2013 - December 2013
OneWest Bank June 2012 - October 2012
Union Bank of California June 2011 - June 2012
Union Bank November 2007 - June 2011
Washington Mutual Bank August 2005 - October 2007
Forgeries December 2003 - July 2005
CBCOS II October 2001 - March 2002
Skills
Due Diligence, CAMS Certified, Financial Risk, USA PATRIOT Act, BSA / AML, Anti Money Laundering, Operational Risk, Operational Risk..., KYC, Commercial Banking, Risk Management, Enterprise Risk..., Investigation, Analysis, Retail Banking, Credit Cards, Financial Services, Banking
Education
CSUN 1994 — 1996
Business Administration and Management, General
Matthew Villa's Union Bank Experience July 2012 - Present
Job senior relationship banker
Industry Banking
Experience
Union Bank July 2012 - Present
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Commercial Lending, Lines Of Credit, Retail Banking, Credit Analysis, Credit, Mortgage Lending, Portfolio Management, Treasury Management, Underwriting
Education
California State University-Northridge 2009 — 2011
Bachelor's degree, Journalism
Union Bank July 2012 - Present
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Commercial Lending, Lines Of Credit, Retail Banking, Credit Analysis, Credit, Mortgage Lending, Portfolio Management, Treasury Management, Underwriting
Education
California State University-Northridge 2009 — 2011
Bachelor's degree, Journalism
William Huynh's Union Bank Experience
Job Client Technology Administrator at Union Bank
Industry Banking
Experience
Union Bank
Skills
Disaster Recovery, Microsoft Word, Microsoft Office, IT Service Management, Visio, Technical Support, Customer Service, Microsoft Excel, Project Management, Banking, SharePoint, Customer Satisfaction, Data Analysis, Process Improvement, Business Analysis, Vendor Management, Access, Troubleshooting, Windows, Security, Management
Education
California State University-Los Angeles 2003 — 2007
Bachelor of Science (BS), Computer Information Systems
Union Bank
Skills
Disaster Recovery, Microsoft Word, Microsoft Office, IT Service Management, Visio, Technical Support, Customer Service, Microsoft Excel, Project Management, Banking, SharePoint, Customer Satisfaction, Data Analysis, Process Improvement, Business Analysis, Vendor Management, Access, Troubleshooting, Windows, Security, Management
Education
California State University-Los Angeles 2003 — 2007
Bachelor of Science (BS), Computer Information Systems
Aden Babakhanian's Union Bank Experience December 2013 - Present
Job Sr. Relationship Officer at Union Bank
Industry Financial Services
Experience
Union Bank December 2013 - Present
Wells Fargo March 2011 - June 2012
Wells Fargo January 2010 - March 2011
Wells Fargo March 2009 - April 2010
Skills
Financial Services, Small Business Lending, Refinance, Retail Banking, Cross Selling, Lines Of Credit, Branch Management, Finance, Retirement, Fixed Annuities, Retirement Planning, Licensed Life Insurance..., Mortgage Banking, Leadership, Loans, Banking
Education
California State University-Northridge 2008 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Santa Monica College 2006 — 2008
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Union Bank December 2013 - Present
Wells Fargo March 2011 - June 2012
Wells Fargo January 2010 - March 2011
Wells Fargo March 2009 - April 2010
Skills
Financial Services, Small Business Lending, Refinance, Retail Banking, Cross Selling, Lines Of Credit, Branch Management, Finance, Retirement, Fixed Annuities, Retirement Planning, Licensed Life Insurance..., Mortgage Banking, Leadership, Loans, Banking
Education
California State University-Northridge 2008 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Santa Monica College 2006 — 2008
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Denise Claire Aguinaldo's Union Bank Experience July 2010 - April 2014
Job Administrative Assistant at UCLA Health
Industry Banking
Experience
A June 2015 - Present
Health Advocates, LLC April 2014 - June 2015
Union Bank July 2010 - April 2014
Skills
Banking, Access
Education
CSUN
Health/Health Care Administration/Management
A June 2015 - Present
Health Advocates, LLC April 2014 - June 2015
Union Bank July 2010 - April 2014
Skills
Banking, Access
Education
CSUN
Health/Health Care Administration/Management
Linda Mandel's Union Bank Experience September 2008 - Present
Job Senior Teller at Union Bank
Industry Banking
Experience
Union Bank September 2008 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Lending, Credit Risk, Risk Management
Education
Cal State University Northridge
Elementary Education and Teaching
California State University-Northridge
Elementary Education and Teaching
Union Bank September 2008 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Lending, Credit Risk, Risk Management
Education
Cal State University Northridge
Elementary Education and Teaching
California State University-Northridge
Elementary Education and Teaching
Elvia Soukup's Union Bank Experience 1999 - 2004
Job Vice President / BBG Senior Relationship Manager / Fiduciary Banking
Industry Banking
Experience
California Bank & Trust 2013 - 2014
Bank of the West 2005 - 2012
Sterling Equity Mortgage, Inc 2004 - 2005
Union Bank 1999 - 2004
Bank of America 1994 - 1999
Skills
New Business Development, Small Business Lending, Sales Management, Staff Development, Banking, Credit, Commercial Banking, Loans, Customer Service, Notary Public, Real Estate License, Loss Prevention, Strategic Planning, Budget Monitoring, Merchant Services, Financial Analysis, Relationship Management, Building Relationships, Team Building, Cross Selling, Financial Services, Sales, Business Development, Lines Of Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Lending, Credit Analysis, Retail Banking, Consumer Lending
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Academy of Finance
Finance and Banking, Finance
Business Industry School
Finance, Banking and Finances
Los Angeles High School
General Studies -Diploma, General Studies
California Bank & Trust 2013 - 2014
Bank of the West 2005 - 2012
Sterling Equity Mortgage, Inc 2004 - 2005
Union Bank 1999 - 2004
Bank of America 1994 - 1999
Skills
New Business Development, Small Business Lending, Sales Management, Staff Development, Banking, Credit, Commercial Banking, Loans, Customer Service, Notary Public, Real Estate License, Loss Prevention, Strategic Planning, Budget Monitoring, Merchant Services, Financial Analysis, Relationship Management, Building Relationships, Team Building, Cross Selling, Financial Services, Sales, Business Development, Lines Of Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Lending, Credit Analysis, Retail Banking, Consumer Lending
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Academy of Finance
Finance and Banking, Finance
Business Industry School
Finance, Banking and Finances
Los Angeles High School
General Studies -Diploma, General Studies
George Matsukawa's Union Bank Experience 2012 - Present
Job IT Professional at Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Skills
Business Analysis, Banking, SDLC, Risk Management, Requirements Gathering, Integration, Visio, Business Intelligence, Software Project..., Disaster Recovery, Program Management
Education
California State University-Los Angeles 1975 — 1980
Bachelor's degree, Accounting
Union Bank 2012 - Present
Skills
Business Analysis, Banking, SDLC, Risk Management, Requirements Gathering, Integration, Visio, Business Intelligence, Software Project..., Disaster Recovery, Program Management
Education
California State University-Los Angeles 1975 — 1980
Bachelor's degree, Accounting
Hamed Tavakkoli's Union Bank Experience August 2012 - Present
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank August 2012 - Present
JPMorgan Chase August 2009 - June 2012
Wells Fargo June 2006 - August 2009
Skills
Business Analysis, Small Business Lending, Commercial Lending, Cash Flow Lending, Real Estate Lending, C&I Lending, Credit, Credit Risk, Credit Analysis, Lines Of Credit, Credit Scoring, Letters of Credit, Retail Banking, Banking, Commercial Banking, Mortgage Lending, Electrical Engineering, MBA
Education
California State University-Northridge
Master's degree, Electrical and Electronics Engineering
Union Bank August 2012 - Present
JPMorgan Chase August 2009 - June 2012
Wells Fargo June 2006 - August 2009
Skills
Business Analysis, Small Business Lending, Commercial Lending, Cash Flow Lending, Real Estate Lending, C&I Lending, Credit, Credit Risk, Credit Analysis, Lines Of Credit, Credit Scoring, Letters of Credit, Retail Banking, Banking, Commercial Banking, Mortgage Lending, Electrical Engineering, MBA
Education
California State University-Northridge
Master's degree, Electrical and Electronics Engineering
Walter Oriano's Union Bank Experience June 2003 - July 2007
Job Lead Counselor at AIDS Healthcare Foundation
Industry Hospital & Health Care
Experience
AIDS Healthcare Foundation November 2007 - Present
Union Bank June 2003 - July 2007
Washington Mutual Bank June 2001 - May 2004
Education
California State University-Los Angeles 2012 — 2013
Bachelor's degree, Nursing Education
Los Angeles City College 2009 — 2012
Bachelor of Business Administration (BBA)
AIDS Healthcare Foundation November 2007 - Present
Union Bank June 2003 - July 2007
Washington Mutual Bank June 2001 - May 2004
Education
California State University-Los Angeles 2012 — 2013
Bachelor's degree, Nursing Education
Los Angeles City College 2009 — 2012
Bachelor of Business Administration (BBA)