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
Lisa Casella Lisa Casella's Union Bank Experience October 2013 - Present
Job At Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Union Bank August 2012 - October 2013
Union Bank April 2009 - August 2012
Union Bank March 2001 - April 2009
Ameriquest Mortgage Company January 1997 - May 2001
Ameriquest Mortgage Company August 1990 - January 1997
IOLAB Corp. (A Johnson & Johnson Company) March 1987 - March 1990
Education
California State University-San Bernardino
Bachelor of Arts (B.A.), Business Administration and Management, General
Union Bank October 2013 - Present
Union Bank August 2012 - October 2013
Union Bank April 2009 - August 2012
Union Bank March 2001 - April 2009
Ameriquest Mortgage Company January 1997 - May 2001
Ameriquest Mortgage Company August 1990 - January 1997
IOLAB Corp. (A Johnson & Johnson Company) March 1987 - March 1990
Education
California State University-San Bernardino
Bachelor of Arts (B.A.), Business Administration and Management, General
David Delino David Delino's Union Bank Experience July 2012 - Present
Job Licensed Representative at Union Bank Investment Services
Industry Banking
Experience
Union Bank July 2012 - Present
Union Bank Investment Services December 2012 - Present
Union Bank May 2011 - July 2012
Union Bank January 2006 - September 2011
Education
California State University-San Bernardino - College of Business and Public Administration 2006 — 2010
Bachelor of Arts, Marketing and Sports & Entertainment Marketing
California State University-San Bernardino - College of Business and Public Administration 2006 — 2010
Bachelor of Arts (B.A.), Marketing
Union Bank July 2012 - Present
Union Bank Investment Services December 2012 - Present
Union Bank May 2011 - July 2012
Union Bank January 2006 - September 2011
Education
California State University-San Bernardino - College of Business and Public Administration 2006 — 2010
Bachelor of Arts, Marketing and Sports & Entertainment Marketing
California State University-San Bernardino - College of Business and Public Administration 2006 — 2010
Bachelor of Arts (B.A.), Marketing
Alexandria (Allie) Guerra Alexandria (Allie) Guerra's Union Bank Experience January 2012 - February 2015
Job Administration and Marketing Assistant at Babcock Laboratories, Inc.
Industry Environmental Services
Experience
Babcock Laboratories, Inc. February 2015 - Present
Union Bank January 2012 - February 2015
Skills
Banking, Retail Banking, Cross Selling, Cash Management, Customer Service, Analysis, Loans, Analytics, Finance, Credit, Deposits, Commercial Banking, Financial Analysis, PowerPoint, Branch Banking, Financial Risk, Social Media
Education
California State University-San Bernardino 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
California State University-San Bernardino 2008 — 2013
Bachelor's Degree, Business Administration/ Marketing
Babcock Laboratories, Inc. February 2015 - Present
Union Bank January 2012 - February 2015
Skills
Banking, Retail Banking, Cross Selling, Cash Management, Customer Service, Analysis, Loans, Analytics, Finance, Credit, Deposits, Commercial Banking, Financial Analysis, PowerPoint, Branch Banking, Financial Risk, Social Media
Education
California State University-San Bernardino 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
California State University-San Bernardino 2008 — 2013
Bachelor's Degree, Business Administration/ Marketing
Kathy Severson Kathy Severson's Union Bank Experience February 1999 - December 2001
Job Senior Campaign Manager at Leukemia & Lymphoma Society
Industry Public Relations and Communications
Experience
Leukemia & Lymphoma Society 2015 - Present
Principal, KS Associates 2013 - Present
Crocker Art Museum January 2013 - June 2013
Mill Valley Chamber of Commerce September 2002 - January 2011
Union Bank February 1999 - December 2001
American Cancer Society May 1994 - January 1999
Kathy Severson & Associates September 1986 - April 1994
Townsend & Company February 1982 - September 1986
Skills
Non-profits, Public Relations, Government Affairs, Business Advocacy, Media Relations, Marketing Strategy, Corporate Events, Organizational..., Fundraising, Writer/Editor, Advertising, Event Planning, Event Management, Community Development, Social Media, Nonprofits, Government, Project Management, Community Outreach, Leadership, Public Policy, Strategic Planning, Publicity, Budgets, Management, Program Management, Newsletters, Internal Communications, Press Releases, Strategic Communications, Marketing Communications, Social Networking, Volunteer Management, Social Media Marketing, Crisis Communications, Editing, Grant Writing, Facebook, Blogging, Email Marketing, Public Speaking, Philanthropy
Education
California State University-Sacramento
Bachelor of Arts (BA), Journalism/Communications
Leukemia & Lymphoma Society 2015 - Present
Principal, KS Associates 2013 - Present
Crocker Art Museum January 2013 - June 2013
Mill Valley Chamber of Commerce September 2002 - January 2011
Union Bank February 1999 - December 2001
American Cancer Society May 1994 - January 1999
Kathy Severson & Associates September 1986 - April 1994
Townsend & Company February 1982 - September 1986
Skills
Non-profits, Public Relations, Government Affairs, Business Advocacy, Media Relations, Marketing Strategy, Corporate Events, Organizational..., Fundraising, Writer/Editor, Advertising, Event Planning, Event Management, Community Development, Social Media, Nonprofits, Government, Project Management, Community Outreach, Leadership, Public Policy, Strategic Planning, Publicity, Budgets, Management, Program Management, Newsletters, Internal Communications, Press Releases, Strategic Communications, Marketing Communications, Social Networking, Volunteer Management, Social Media Marketing, Crisis Communications, Editing, Grant Writing, Facebook, Blogging, Email Marketing, Public Speaking, Philanthropy
Education
California State University-Sacramento
Bachelor of Arts (BA), Journalism/Communications
Jackie Valencia Jackie Valencia's Union Bank Experience November 2010 - October 2012
Job Business Operations & Marketing Mgr
Industry Farming
Experience
Exact Corporation December 2014 - Present
Bank of the West August 2012 - November 2014
Union Bank November 2010 - October 2012
Union Bank 2007 - 2010
Union Bank 2004 - 2007
Skills
Highly Motivated, Leadership Development, Dynamic, Small Business Lending, Banking, Credit, Consumer Lending, Loans, Commercial Banking, Retail Banking, Relationship Management, Commercial Lending, Cross Selling, Customer Experience, Customer Retention, Management, Lines Of Credit, Marketing
Education
California State University-Sacramento 2001 — 2004
Bachelors of Science, Business Administration, Marketing
San Joaquin Delta College 1999 — 2001
Associates of Science, Business Administration
Exact Corporation December 2014 - Present
Bank of the West August 2012 - November 2014
Union Bank November 2010 - October 2012
Union Bank 2007 - 2010
Union Bank 2004 - 2007
Skills
Highly Motivated, Leadership Development, Dynamic, Small Business Lending, Banking, Credit, Consumer Lending, Loans, Commercial Banking, Retail Banking, Relationship Management, Commercial Lending, Cross Selling, Customer Experience, Customer Retention, Management, Lines Of Credit, Marketing
Education
California State University-Sacramento 2001 — 2004
Bachelors of Science, Business Administration, Marketing
San Joaquin Delta College 1999 — 2001
Associates of Science, Business Administration
Ezekiel Bonillas Ezekiel Bonillas's Union Bank Experience December 2007 - December 2011
Job Tribal Economic Development Officer at 29 Palms Band of Mission Indians
Industry Management Consulting
Experience
29 Palms Band of Mission Indians April 2015 - Present
CSUSB January 2014 - Present
Coachella Valley Economic Partnership January 2012 - April 2015
Union Bank December 2007 - December 2011
El Paseo Bank May 2005 - November 2007
Skills
Small Business..., Strategic Planning, Executive Coaching, Executive Management, Public Speaking, Spanish, Financial Analysis, Financial Reporting, Strategic Financial..., Commercial Lending, Small Business Lending, Small Business, Business Development, Entrepreneurship, Leadership, Business Loans, Loans, Loan Origination, Construction Loans, Bridge Loans, Crowdfunding, Business Strategy, Business Planning, Marketing Strategy, Start-ups, Start-up Consulting, Start-up Ventures, Lean Startup, Managing Start-ups, Technology, Medical Practice..., Business Advisory, Business Advising, advising medical..., Banking, Fundraising, Nonprofits, Management, Strategy, Strategic Partnerships, Corporate Development, Team Building, Portfolio Management, Commercial Banking, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Management Consulting, Funding
Education
Cal State San Bernardino 2004 — 2006
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Cal State San Bernardino 1999 — 2004
Bachelor's degree, Entrepreneurship/ Spanish-Business
29 Palms Band of Mission Indians April 2015 - Present
CSUSB January 2014 - Present
Coachella Valley Economic Partnership January 2012 - April 2015
Union Bank December 2007 - December 2011
El Paseo Bank May 2005 - November 2007
Skills
Small Business..., Strategic Planning, Executive Coaching, Executive Management, Public Speaking, Spanish, Financial Analysis, Financial Reporting, Strategic Financial..., Commercial Lending, Small Business Lending, Small Business, Business Development, Entrepreneurship, Leadership, Business Loans, Loans, Loan Origination, Construction Loans, Bridge Loans, Crowdfunding, Business Strategy, Business Planning, Marketing Strategy, Start-ups, Start-up Consulting, Start-up Ventures, Lean Startup, Managing Start-ups, Technology, Medical Practice..., Business Advisory, Business Advising, advising medical..., Banking, Fundraising, Nonprofits, Management, Strategy, Strategic Partnerships, Corporate Development, Team Building, Portfolio Management, Commercial Banking, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Management Consulting, Funding
Education
Cal State San Bernardino 2004 — 2006
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Cal State San Bernardino 1999 — 2004
Bachelor's degree, Entrepreneurship/ Spanish-Business
Alexander Bruemmer, CTFA Alexander Bruemmer, CTFA's Union Bank Experience October 2013 - Present
Job Vice President & Trust Officer
Industry Financial Services
Experience
Union Bank October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management February 2013 - October 2013
U.S. Trust, Bank of America Private Wealth Management February 2012 - January 2013
U.S. Trust, Bank of America Private Wealth Management December 2008 - January 2012
U.S. Trust, Bank of America Private Wealth Management May 2008 - August 2008
U.S. Trust, Bank of America Private Wealth Management May 2007 - August 2007
Skills
Wealth Management, Trust Management, Trust Services, Wealth Management..., Estate Planning, Estate Tax Planning, Financial Planning, High Net Worth..., Investment Management, Retirement Planning
Education
Campbell University 2008 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust and Wealth Management
Union Bank October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management February 2013 - October 2013
U.S. Trust, Bank of America Private Wealth Management February 2012 - January 2013
U.S. Trust, Bank of America Private Wealth Management December 2008 - January 2012
U.S. Trust, Bank of America Private Wealth Management May 2008 - August 2008
U.S. Trust, Bank of America Private Wealth Management May 2007 - August 2007
Skills
Wealth Management, Trust Management, Trust Services, Wealth Management..., Estate Planning, Estate Tax Planning, Financial Planning, High Net Worth..., Investment Management, Retirement Planning
Education
Campbell University 2008 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust and Wealth Management
Brian Zscheile Brian Zscheile's Union Bank Experience December 2011 - March 2014
Job Vice President / Commercial Relationship Manager AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank March 2014 - Present
Union Bank December 2011 - March 2014
Bank of the West January 2008 - June 2011
Bank of America 1998 - 2008
Skills
Small Business Lending, Commercial Lending, Credit, Commercial Banking, Banking, Loans, Real Estate, Investments, Financial Analysis, Mortgage Lending, Commercial Real Estate, Credit Analysis, Finance, Underwriting, Loan Origination, Consumer Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Funding, Treasury Management, Credit Risk, Refinance, Retail Banking, Relationship Management, Asset Based Lending, Cash Management, Cross Selling, Private Banking, SBA, Mortgage Banking, Financial Risk, Financial Structuring
Education
California State University-Sacramento 1984 — 1989
BS, Finance, Minor Economics
AmericanWest Bank March 2014 - Present
Union Bank December 2011 - March 2014
Bank of the West January 2008 - June 2011
Bank of America 1998 - 2008
Skills
Small Business Lending, Commercial Lending, Credit, Commercial Banking, Banking, Loans, Real Estate, Investments, Financial Analysis, Mortgage Lending, Commercial Real Estate, Credit Analysis, Finance, Underwriting, Loan Origination, Consumer Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Funding, Treasury Management, Credit Risk, Refinance, Retail Banking, Relationship Management, Asset Based Lending, Cash Management, Cross Selling, Private Banking, SBA, Mortgage Banking, Financial Risk, Financial Structuring
Education
California State University-Sacramento 1984 — 1989
BS, Finance, Minor Economics
Candice Shepard Candice Shepard's Union Bank Experience 2005 - 2007
Job Property Manager at Galilee Commercial Real Estate
Industry Real Estate
Experience
Galilee Commercial Real Estate January 2014 - Present
BRE Properties March 2009 - February 2014
AG Spanos April 2007 - February 2009
Union Bank 2005 - 2007
Skills
Leases, Property Management, Yardi, Apartments, Lease Administration, Fair Housing, OneSite, Yardi Voyager, Selling, Investment Properties, Disposition, Tenant, Real Estate Transactions, Residential Homes, Property, Real Estate Economics, Lease Negotiations, Landlords, Commercial Leasing, Resident Relations, Location Intelligence, Lease-ups, Market Analysis, Evictions, LRO, Rentals, Resident Retention, Rent Roll, AMSI
Education
National University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
CSU Sacramento 2012 — 2013
Business, Management, Marketing, and Related Support Services
Sierra College 2007 — 2011
Associates in Arts (2), Liberal Arts & Business Administration
Galilee Commercial Real Estate January 2014 - Present
BRE Properties March 2009 - February 2014
AG Spanos April 2007 - February 2009
Union Bank 2005 - 2007
Skills
Leases, Property Management, Yardi, Apartments, Lease Administration, Fair Housing, OneSite, Yardi Voyager, Selling, Investment Properties, Disposition, Tenant, Real Estate Transactions, Residential Homes, Property, Real Estate Economics, Lease Negotiations, Landlords, Commercial Leasing, Resident Relations, Location Intelligence, Lease-ups, Market Analysis, Evictions, LRO, Rentals, Resident Retention, Rent Roll, AMSI
Education
National University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
CSU Sacramento 2012 — 2013
Business, Management, Marketing, and Related Support Services
Sierra College 2007 — 2011
Associates in Arts (2), Liberal Arts & Business Administration
Steve Schaefer Steve Schaefer's Union Bank Experience December 2010 - Present
Job VP Sales and Service Strategist at Union Bank
Industry Banking
Experience
Union Bank December 2010 - Present
Union Bank September 2009 - December 2010
Union Bank August 2006 - September 2009
American Business Bank March 2006 - August 2006
Chicks Sporting Goods August 1999 - March 2006
Skills
Retail Banking, Branch Banking, Banking
Education
CBA Executive Banking School 2015 — 2017
Retail Banking
UCLA Extension 2014 — 2015
Accounting and Finance
California State University-San Bernardino 2000 — 2004
Bachelor of Arts (BA), English
Alta Loma High School 1996 — 2000
High School Diploma, General
Union Bank December 2010 - Present
Union Bank September 2009 - December 2010
Union Bank August 2006 - September 2009
American Business Bank March 2006 - August 2006
Chicks Sporting Goods August 1999 - March 2006
Skills
Retail Banking, Branch Banking, Banking
Education
CBA Executive Banking School 2015 — 2017
Retail Banking
UCLA Extension 2014 — 2015
Accounting and Finance
California State University-San Bernardino 2000 — 2004
Bachelor of Arts (BA), English
Alta Loma High School 1996 — 2000
High School Diploma, General
Jennifer Holmes Jennifer Holmes's Union Bank Experience July 2013 - Present
Job Vice President at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
BlackRock January 2011 - July 2013
BlackRock April 2008 - January 2011
BlackRock May 2006 - April 2008
BlackRock January 2005 - May 2006
BlackRock August 2003 - January 2005
Robert Half Finance & Accounting August 2002 - June 2003
RCM October 2000 - July 2001
BlackRock November 1998 - July 2000
BlackRock July 1997 - November 1998
Skills
ETFs, Business Analysis, Hedge Funds, Client Communications, Transition Management, Securities Lending, Fund Accounting, ERISA, Mutual Funds, Project Management, CTFs, Product Development, Direct Sales, Fund Administration, Documentation, Team Leadership, Software Documentation, Trading Systems, Corporate Actions, Settlement, Fixed Income, Back Office, Middle Office, Financial Services, FX Options, Derivatives, Asset Management, Alternative Investments, Investments, Investment Management, Equities, Due Diligence, Bloomberg, Securities
Education
California State University-Sacramento
Bachelor of Science, Business Administration, Accountancy Concentration
tahoe truckee high
Union Bank July 2013 - Present
BlackRock January 2011 - July 2013
BlackRock April 2008 - January 2011
BlackRock May 2006 - April 2008
BlackRock January 2005 - May 2006
BlackRock August 2003 - January 2005
Robert Half Finance & Accounting August 2002 - June 2003
RCM October 2000 - July 2001
BlackRock November 1998 - July 2000
BlackRock July 1997 - November 1998
Skills
ETFs, Business Analysis, Hedge Funds, Client Communications, Transition Management, Securities Lending, Fund Accounting, ERISA, Mutual Funds, Project Management, CTFs, Product Development, Direct Sales, Fund Administration, Documentation, Team Leadership, Software Documentation, Trading Systems, Corporate Actions, Settlement, Fixed Income, Back Office, Middle Office, Financial Services, FX Options, Derivatives, Asset Management, Alternative Investments, Investments, Investment Management, Equities, Due Diligence, Bloomberg, Securities
Education
California State University-Sacramento
Bachelor of Science, Business Administration, Accountancy Concentration
tahoe truckee high
Amanda Alcantar Amanda Alcantar's Union Bank Experience June 2007 - July 2013
Job Business Banking Management
Industry Banking
Experience
California Bank & Trust October 2014 - Present
Union Banc Investment Services July 2013 - September 2013
Union Bank June 2007 - July 2013
Bank of America October 2002 - June 2007
Skills
NMLSR #683621, Life Only Insurance..., Series 6 and Series 63, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans, Credit, Banking, Lines Of Credit, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Cash Management, Relationship Management, Portfolio Management, Customer Service, Branch Management
Education
CSU Sacramento
Sierra College
California Bank & Trust October 2014 - Present
Union Banc Investment Services July 2013 - September 2013
Union Bank June 2007 - July 2013
Bank of America October 2002 - June 2007
Skills
NMLSR #683621, Life Only Insurance..., Series 6 and Series 63, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans, Credit, Banking, Lines Of Credit, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Cash Management, Relationship Management, Portfolio Management, Customer Service, Branch Management
Education
CSU Sacramento
Sierra College
Paul Crossen Paul Crossen's Union Bank Experience May 2008 - April 2014
Job Vice President and Client Manager at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Union Bank May 2008 - April 2014
First Bank February 2005 - May 2008
California Bank & Trust May 2001 - February 2005
Skills
Small Business Lending, Loans, Credit, Banking, Consumer Lending, Treasury Management, Credit Risk, Asset Based Lending, Retail Banking, Portfolio Management
Education
University of San Francisco 1987 — 1991
Master of Business Administration (M.B.A.), Marketing
California State University-Sacramento 1983 — 1985
Bachelor of Science (B.S.), Marketing and MIS
Bank of America April 2014 - Present
Union Bank May 2008 - April 2014
First Bank February 2005 - May 2008
California Bank & Trust May 2001 - February 2005
Skills
Small Business Lending, Loans, Credit, Banking, Consumer Lending, Treasury Management, Credit Risk, Asset Based Lending, Retail Banking, Portfolio Management
Education
University of San Francisco 1987 — 1991
Master of Business Administration (M.B.A.), Marketing
California State University-Sacramento 1983 — 1985
Bachelor of Science (B.S.), Marketing and MIS
Marcie Mitchell Marcie Mitchell's Union Bank Experience April 2015 - Present
Job Executive Assistant/Sr. Specialist at Union Bank
Industry Banking
Experience
Union Bank April 2015 - Present
Abode Services October 2014 - April 2015
United American Bank May 2011 - July 2014
Neighborhood Housing Services Silicon Valley February 2009 - April 2011
Palo Alto Housing Corporation January 2007 - November 2008
Palo Alto Housing Corporation April 2003 - January 2007
Union Bank of California October 2002 - March 2003
BaySpec, Inc January 2001 - September 2002
Skills
Human Resources, New Hire Orientations, Community Outreach, Employee Benefits, Onboarding, Interviews, Administrative..., Office Management, Office Administration, Administrative..., Payroll, Executive Calendar..., Minute Taking, Transcription, Logistics, Travel Arrangements, Supply Ordering, Executive Correspondence, Budgets, Invoicing, Customer Service, Sales, Administration, Time Management
Education
John F. Kennedy University 1996 — 2000
Master of Arts, Organizational Psychology
California State University-Sacramento 1990 — 1992
Bachelor of Arts, Psychology
De Anza Junior College 1988 — 1990
Associate of Arts, Liberal Studies
Union Bank April 2015 - Present
Abode Services October 2014 - April 2015
United American Bank May 2011 - July 2014
Neighborhood Housing Services Silicon Valley February 2009 - April 2011
Palo Alto Housing Corporation January 2007 - November 2008
Palo Alto Housing Corporation April 2003 - January 2007
Union Bank of California October 2002 - March 2003
BaySpec, Inc January 2001 - September 2002
Skills
Human Resources, New Hire Orientations, Community Outreach, Employee Benefits, Onboarding, Interviews, Administrative..., Office Management, Office Administration, Administrative..., Payroll, Executive Calendar..., Minute Taking, Transcription, Logistics, Travel Arrangements, Supply Ordering, Executive Correspondence, Budgets, Invoicing, Customer Service, Sales, Administration, Time Management
Education
John F. Kennedy University 1996 — 2000
Master of Arts, Organizational Psychology
California State University-Sacramento 1990 — 1992
Bachelor of Arts, Psychology
De Anza Junior College 1988 — 1990
Associate of Arts, Liberal Studies
Matthew Townsend Matthew Townsend's Union Bank Experience September 2013 - Present
Job Senior Mortgage Consultant at Union Bank
Industry Banking
Experience
Union Bank September 2013 - Present
Bank of America September 2002 - September 2013
Bank of America Home Loans 2011 - 2012
Skills
Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Banking, Consumer Lending, Refinance, FHA, Residential Mortgages, Commercial Banking, Home Equity Lines of..., Home Equity Loans, Underwriting, Lines Of Credit
Education
CSU Sacramento 1998 — 2002
Bachelor of Business Administration (B.B.A.), marketing and sales management
Rio Linda High
Union Bank September 2013 - Present
Bank of America September 2002 - September 2013
Bank of America Home Loans 2011 - 2012
Skills
Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Banking, Consumer Lending, Refinance, FHA, Residential Mortgages, Commercial Banking, Home Equity Lines of..., Home Equity Loans, Underwriting, Lines Of Credit
Education
CSU Sacramento 1998 — 2002
Bachelor of Business Administration (B.B.A.), marketing and sales management
Rio Linda High
Benu Tumber Benu Tumber's Union Bank Experience November 2003 - March 2004
Job Loan Officer at united Real Estate & Mortgage
Industry Real Estate
Experience
UNITED REAL ESTATE & MORTGAGE March 2005 - Present
Union Bank November 2003 - March 2004
Wells Fargo Bank January 2001 - October 2003
Skills
Customer Service, First Time Home Buyers, REO, Investment Properties, Short Sales, Foreclosures, FHA, Real Estate, Sellers, Investors, Single Family Homes, Mortgage Lending, Refinance, Residential Homes, Mortgage Banking, Real Estate Transactions, Referrals
Education
California State University-Sacramento 2002 — 2004
BACHELOR OF SCIENCE, GENERAL MANAGEMENT
UNITED REAL ESTATE & MORTGAGE March 2005 - Present
Union Bank November 2003 - March 2004
Wells Fargo Bank January 2001 - October 2003
Skills
Customer Service, First Time Home Buyers, REO, Investment Properties, Short Sales, Foreclosures, FHA, Real Estate, Sellers, Investors, Single Family Homes, Mortgage Lending, Refinance, Residential Homes, Mortgage Banking, Real Estate Transactions, Referrals
Education
California State University-Sacramento 2002 — 2004
BACHELOR OF SCIENCE, GENERAL MANAGEMENT
Rosie Chavez's Union Bank Experience March 2005 - October 2007
Job Accountant Assistant at The Center for Learning Unlimited
Industry Education Management
Experience
The Center for Learning Unlimited October 2009 - Present
Fish's Wild September 2010 - October 2010
The Center for Learning Unlimited October 2007 - September 2009
Union Bank March 2005 - October 2007
Skills
Microsoft Word, Customer Service, Blogging, Microsoft Excel, Negotiation, PowerPoint, Quickbooks, Final Cut Pro, Resourceful..., Highly detail oriented
Education
California State University-Northridge 2009 — 2014
Broadcast Journalism
universite de Pau et Des Pays de L'ardour 2012 — 2012
Summer Study Abroad Program in France, French Studies, A
The Center for Learning Unlimited October 2009 - Present
Fish's Wild September 2010 - October 2010
The Center for Learning Unlimited October 2007 - September 2009
Union Bank March 2005 - October 2007
Skills
Microsoft Word, Customer Service, Blogging, Microsoft Excel, Negotiation, PowerPoint, Quickbooks, Final Cut Pro, Resourceful..., Highly detail oriented
Education
California State University-Northridge 2009 — 2014
Broadcast Journalism
universite de Pau et Des Pays de L'ardour 2012 — 2012
Summer Study Abroad Program in France, French Studies, A
Lisa Forrest Lisa Forrest's Union Bank Experience October 2010 - August 2014
Job SBA VP Business Development at Banc of California
Industry Banking
Experience
Banc of California, Inc. August 2014 - Present
Union Bank October 2010 - August 2014
Fortune Bank September 2008 - October 2010
Wells Fargo Bank June 2001 - September 2008
The Money Store/First Union National Bank May 1988 - June 2001
Skills
Small Business Lending, Mergers, Commercial Mortgages, SBA, Commercial Lending, Mergers & Acquisitions, Loans, Due Diligence, Financial Analysis, Commercial Banking, Executive Management, Lines Of Credit, Credit Analysis, Finance, Small Business, Business Acquisition, Financial Modeling, Credit, Business Acquisition..., Real Estate, Strategic Financial..., Business Development, Underwriting, Investment Properties, Mortgage Lending, Portfolio Management, Loan Origination, Financial Planning
Education
California State University-Sacramento 1983 — 1987
MBA, Finance and BS in Business with a second degree in Economics, Business Finance and Economics
Banc of California, Inc. August 2014 - Present
Union Bank October 2010 - August 2014
Fortune Bank September 2008 - October 2010
Wells Fargo Bank June 2001 - September 2008
The Money Store/First Union National Bank May 1988 - June 2001
Skills
Small Business Lending, Mergers, Commercial Mortgages, SBA, Commercial Lending, Mergers & Acquisitions, Loans, Due Diligence, Financial Analysis, Commercial Banking, Executive Management, Lines Of Credit, Credit Analysis, Finance, Small Business, Business Acquisition, Financial Modeling, Credit, Business Acquisition..., Real Estate, Strategic Financial..., Business Development, Underwriting, Investment Properties, Mortgage Lending, Portfolio Management, Loan Origination, Financial Planning
Education
California State University-Sacramento 1983 — 1987
MBA, Finance and BS in Business with a second degree in Economics, Business Finance and Economics
Mike Deutsch's Union Bank Experience 2003 - 2010
Job SVP, Commercial Banking Team Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Teichert September 2012 - April 2013
JP Morgan Chase August 2010 - September 2012
Union Bank 2003 - 2010
US Bank 2001 - 2003
Wells Fargo May 1992 - August 2001
Skills
Mergers, Business Acquisition, ESOP, Leveraged Finance, Business Valuation, Recapitalizations, Asset Based Lending, Treasury Management, Interest Rate..., Foreign Exchange, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Cash Management, Credit, Loans, Banking, Lines Of Credit, Investments, Financial Analysis, Credit Risk, Valuation, Capital Markets, Corporate Finance, Risk Management, Relationship Management, Loan Origination, Cash Flow Lending, Cash Flow, Real Estate, Real Estate Financing, Working Capital..., Derivatives, LBO, Commercial Real Estate, Financial Modeling, Financial Risk, Accounting, Financial Reporting, Cash Flow Forecasting, Insurance, Business Relationship..., Underwriting, Mergers & Acquisitions, Small Business Lending, Middle Market, Portfolio Management, Retail Banking
Education
Wells Fargo Credit Management Training Program
California State University-Sacramento
MBA
California State University-Sacramento
B.S., Finance
Wells Fargo April 2013 - Present
Teichert September 2012 - April 2013
JP Morgan Chase August 2010 - September 2012
Union Bank 2003 - 2010
US Bank 2001 - 2003
Wells Fargo May 1992 - August 2001
Skills
Mergers, Business Acquisition, ESOP, Leveraged Finance, Business Valuation, Recapitalizations, Asset Based Lending, Treasury Management, Interest Rate..., Foreign Exchange, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Cash Management, Credit, Loans, Banking, Lines Of Credit, Investments, Financial Analysis, Credit Risk, Valuation, Capital Markets, Corporate Finance, Risk Management, Relationship Management, Loan Origination, Cash Flow Lending, Cash Flow, Real Estate, Real Estate Financing, Working Capital..., Derivatives, LBO, Commercial Real Estate, Financial Modeling, Financial Risk, Accounting, Financial Reporting, Cash Flow Forecasting, Insurance, Business Relationship..., Underwriting, Mergers & Acquisitions, Small Business Lending, Middle Market, Portfolio Management, Retail Banking
Education
Wells Fargo Credit Management Training Program
California State University-Sacramento
MBA
California State University-Sacramento
B.S., Finance
D'nnette Savannah, Esq. D'nnette Savannah, Esq.'s Union Bank Experience October 2013 - Present
Job Financial Intelligence Unit Investigative Analyst at Union Bank
Industry Law Practice
Experience
Union Bank October 2013 - Present
Oakland City Attorney Office April 2013 - October 2013
City of Oakland January 2013 - April 2013
Update Legal December 2012 - February 2013
Thurgood Marshall School of Law January 2011 - May 2011
Thurgood Marshall School of Law Immigration Clinic August 2010 - December 2010
Youth ALIVE October 2006 - August 2008
JPMorgan Chase May 2005 - September 2006
Capital Beverage Company August 2000 - May 2005
Mastagni, Holsted & Churazzi May 2000 - August 2000
Skills
Legal Research, Legal Writing, Legal Issues, Legal Assistance, Immigration Law, Trials, Westlaw, Analysis, Legal Advice, Legal Compliance, Hearings, Customer Service, Public Speaking, Editing, File Management, Office Management, Microsoft Office, Accounts Payable, Technical Support, Contract Negotiation, Adjustment Of Status, Database Administration, Project Management, Corporate Fraud..., Management, Research, LexisNexis
Education
Texas Southern University—Thurgood Marshall School of Law 2008 — 2011
Doctor of Law (J.D.)
University of the Witwatersrand 2009 — 2009
Winter session
California State University-Sacramento 1999 — 2001
Bachelor of Arts
San Diego State University-California State University 1997 — 1999
Union Bank October 2013 - Present
Oakland City Attorney Office April 2013 - October 2013
City of Oakland January 2013 - April 2013
Update Legal December 2012 - February 2013
Thurgood Marshall School of Law January 2011 - May 2011
Thurgood Marshall School of Law Immigration Clinic August 2010 - December 2010
Youth ALIVE October 2006 - August 2008
JPMorgan Chase May 2005 - September 2006
Capital Beverage Company August 2000 - May 2005
Mastagni, Holsted & Churazzi May 2000 - August 2000
Skills
Legal Research, Legal Writing, Legal Issues, Legal Assistance, Immigration Law, Trials, Westlaw, Analysis, Legal Advice, Legal Compliance, Hearings, Customer Service, Public Speaking, Editing, File Management, Office Management, Microsoft Office, Accounts Payable, Technical Support, Contract Negotiation, Adjustment Of Status, Database Administration, Project Management, Corporate Fraud..., Management, Research, LexisNexis
Education
Texas Southern University—Thurgood Marshall School of Law 2008 — 2011
Doctor of Law (J.D.)
University of the Witwatersrand 2009 — 2009
Winter session
California State University-Sacramento 1999 — 2001
Bachelor of Arts
San Diego State University-California State University 1997 — 1999
Felix Yu Felix Yu's Union Bank Experience August 2013 - Present
Job Director, Financial Planning & Analysis Manager at Union Bank
Industry Financial Services
Experience
Union Bank August 2013 - Present
Robert Half International August 2012 - August 2013
Independent Contractor January 2008 - June 2011
Parker + Lynch Consulting 2011 - 2011
Wells Fargo Bank 2001 - 2007
Wells Fargo Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Wells Fargo Bank 1995 - 1999
JPMorgan Chase 1992 - 1995
Boeing 1987 - 1990
Skills
Financial Modeling, Financial Management, Problem Solving, Performance Measurement, Cost Management, Forecasting, Pricing Strategy, Business Valuation, Corporate Finance, Banking, Financial Analysis, SOX, Essbase, Valuation, Managerial Finance
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Operations
University of California, Los Angeles
BS, Physics
Union Bank August 2013 - Present
Robert Half International August 2012 - August 2013
Independent Contractor January 2008 - June 2011
Parker + Lynch Consulting 2011 - 2011
Wells Fargo Bank 2001 - 2007
Wells Fargo Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Wells Fargo Bank 1995 - 1999
JPMorgan Chase 1992 - 1995
Boeing 1987 - 1990
Skills
Financial Modeling, Financial Management, Problem Solving, Performance Measurement, Cost Management, Forecasting, Pricing Strategy, Business Valuation, Corporate Finance, Banking, Financial Analysis, SOX, Essbase, Valuation, Managerial Finance
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Operations
University of California, Los Angeles
BS, Physics
Christine Cervenka's Union Bank Experience April 2014 - Present
Job MUFG Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Progressive Medical International June 2012 - August 2013
The WELL at Sacramento State August 2010 - May 2012
Skills
Microsoft Office, Photoshop, InDesign, Supervisory Experience, Brand Management, Email Marketing, Team Building, Event Planning, Cash Handling Experience, Public Speaking, Customer Service, Advertising, Sales, Training, Social Media Marketing, Marketing, Leadership
Education
National Outdoor Leadership School 2013 — 2013
California State University-Sacramento 2008 — 2012
Bachelor of Science in Business Administration, General Management and Entrepreneurship
Union Bank April 2014 - Present
Progressive Medical International June 2012 - August 2013
The WELL at Sacramento State August 2010 - May 2012
Skills
Microsoft Office, Photoshop, InDesign, Supervisory Experience, Brand Management, Email Marketing, Team Building, Event Planning, Cash Handling Experience, Public Speaking, Customer Service, Advertising, Sales, Training, Social Media Marketing, Marketing, Leadership
Education
National Outdoor Leadership School 2013 — 2013
California State University-Sacramento 2008 — 2012
Bachelor of Science in Business Administration, General Management and Entrepreneurship
Everett Orrick's Union Bank Experience August 2010 - November 2013
Job Market President, Greater Los Angeles & Orange County, BBVA Compass
Industry Banking
Experience
BBVA Compass December 2013 - Present
Union Bank August 2010 - November 2013
Wachovia Bank May 2007 - September 2009
Comerica Bank August 2005 - May 2007
Comerica Bank August 2000 - August 2005
Mellon Business Credit April 1994 - August 2000
Union Bank of California January 1985 - August 1994
Skills
Corporate Finance, Business Strategy, New Business Development, Sales Management, International Business, Commercial Banking, Loans, Asset Based Lending, Executive Management, Relationship Management, Credit, Retail Banking, Treasury Management, Business Development, Team Leadership, Banking, Investments, Start-ups, Financial Services, Strategy, Risk Management, Underwriting, Commercial Lending, Leadership, Middle Market, Portfolio Management, Small Business Lending, Credit Analysis
Education
California State University-Sacramento
MBA-Finance, Finance & Economics
California State University-Sacramento
BS, Finance and Economics
University of Washington 1991 — 1993
PCBS Certification, Bank Management
Københavns Universitet 1984 — 1985
1-year International Business Program
BBVA Compass December 2013 - Present
Union Bank August 2010 - November 2013
Wachovia Bank May 2007 - September 2009
Comerica Bank August 2005 - May 2007
Comerica Bank August 2000 - August 2005
Mellon Business Credit April 1994 - August 2000
Union Bank of California January 1985 - August 1994
Skills
Corporate Finance, Business Strategy, New Business Development, Sales Management, International Business, Commercial Banking, Loans, Asset Based Lending, Executive Management, Relationship Management, Credit, Retail Banking, Treasury Management, Business Development, Team Leadership, Banking, Investments, Start-ups, Financial Services, Strategy, Risk Management, Underwriting, Commercial Lending, Leadership, Middle Market, Portfolio Management, Small Business Lending, Credit Analysis
Education
California State University-Sacramento
MBA-Finance, Finance & Economics
California State University-Sacramento
BS, Finance and Economics
University of Washington 1991 — 1993
PCBS Certification, Bank Management
Københavns Universitet 1984 — 1985
1-year International Business Program
Mark Richards Mark Richards's Union Bank Experience 1997 - 1998
Job Head of Human Resources at Rainin Instrument LLC
Industry Medical Devices
Experience
Rainin Instrument LLC May 2015 - Present
Pacific Pulmonary Services July 2014 - January 2015
Johnson Controls October 2007 - June 2014
Richards Consulting April 2006 - September 2007
MedImmune March 2005 - March 2006
Medtronic Vascular November 2000 - May 2004
Levi Strauss & Co. 1998 - 2000
Union Bank 1997 - 1998
Pacific Gas and Electric Company 1979 - 1997
Skills
Talent Management, Succession Planning, Deferred Compensation, Labor Relations, Employee Relations, Employee Engagement, HR Policies, Performance Management, HRIS, Talent Acquisition, Human Resources, Onboarding, Recruiting, Workforce Planning, Personnel Management, Leadership Development, Training, Organizational..., Change Management, Benefits Administration
Education
Golden Gate University 1981 — 1983
MBA, Human Resources
CSU Sacramento 1978 — 1979
Bachelor of Science, Business Administration, Business Administration and Management, General
Rainin Instrument LLC May 2015 - Present
Pacific Pulmonary Services July 2014 - January 2015
Johnson Controls October 2007 - June 2014
Richards Consulting April 2006 - September 2007
MedImmune March 2005 - March 2006
Medtronic Vascular November 2000 - May 2004
Levi Strauss & Co. 1998 - 2000
Union Bank 1997 - 1998
Pacific Gas and Electric Company 1979 - 1997
Skills
Talent Management, Succession Planning, Deferred Compensation, Labor Relations, Employee Relations, Employee Engagement, HR Policies, Performance Management, HRIS, Talent Acquisition, Human Resources, Onboarding, Recruiting, Workforce Planning, Personnel Management, Leadership Development, Training, Organizational..., Change Management, Benefits Administration
Education
Golden Gate University 1981 — 1983
MBA, Human Resources
CSU Sacramento 1978 — 1979
Bachelor of Science, Business Administration, Business Administration and Management, General
Rosser Pettit Rosser Pettit's Union Bank Experience September 2001 - August 2005
Job Attorney at Law
Industry Law Practice
Experience
The Law Office of Rosser J. Pettit May 2012 - Present
The Cain Law Group May 2007 - April 2012
Law Office of Melissa Lubin August 2006 - August 2007
Union Bank September 2001 - August 2005
Skills
Estate Planning, Real Estate, Legal Research, Trusts, Legal Writing, Corporate Law, Estate Law, Legal Assistance, Small Business, Criminal Defense, Family Law, Courts, Powers of Attorney, Legal Advice, Trial Practice, Wills, Real Property, Business Transactions, Trials, Real Estate Transactions, Hearings, Dispute Resolution, Document Review, Business Formation
Education
California Western School of Law 2005 — 2008
Juris Doctor, Trust & Estates, Tax, Contracts
St. Mary's College of Maryland 1996 — 1999
Bachelor of Arts, Philosophy
University of Newcastle 1998 — 1998
Bachelor of Arts, Study Abroad
The Law Office of Rosser J. Pettit May 2012 - Present
The Cain Law Group May 2007 - April 2012
Law Office of Melissa Lubin August 2006 - August 2007
Union Bank September 2001 - August 2005
Skills
Estate Planning, Real Estate, Legal Research, Trusts, Legal Writing, Corporate Law, Estate Law, Legal Assistance, Small Business, Criminal Defense, Family Law, Courts, Powers of Attorney, Legal Advice, Trial Practice, Wills, Real Property, Business Transactions, Trials, Real Estate Transactions, Hearings, Dispute Resolution, Document Review, Business Formation
Education
California Western School of Law 2005 — 2008
Juris Doctor, Trust & Estates, Tax, Contracts
St. Mary's College of Maryland 1996 — 1999
Bachelor of Arts, Philosophy
University of Newcastle 1998 — 1998
Bachelor of Arts, Study Abroad
Stephen Lozano Stephen Lozano's Union Bank Experience Market President - Central Valley/Pacific NorthwestUnion BankJuly 2013 - Present
Job Market President Central Valley/Pacific Northwest at Union Bank
Industry Banking
Experience
Union Bank Market President - Central Valley/Pacific NorthwestUnion BankJuly 2013 - Present
Bank of America 1987 - 1993
Skills
Small Business Lending, Loans, Commercial Banking, Commercial Lending, Treasury Management
Education
California State University-Sacramento
Bachelor's degree, Accounting
Union Bank Market President - Central Valley/Pacific NorthwestUnion BankJuly 2013 - Present
Bank of America 1987 - 1993
Skills
Small Business Lending, Loans, Commercial Banking, Commercial Lending, Treasury Management
Education
California State University-Sacramento
Bachelor's degree, Accounting
Edward Unwin Edward Unwin's Union Bank Experience 1992 - 2001
Job Vice President / Relationship Mgr. at Bank of the West
Industry Banking
Experience
Bank of the West June 2001 - Present
Union Bank 1992 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Lines Of Credit, Financial Analysis, Cash Management, Treasury Management, Credit Risk, Asset Based Lending, Underwriting, Retail Banking, Investments, Risk Management, Financial Modeling, Wealth Management, Loan Origination, Consumer Lending, Commercial Mortgages
Education
California State University-Sacramento 1989 — 1992
Bank of the West June 2001 - Present
Union Bank 1992 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Lines Of Credit, Financial Analysis, Cash Management, Treasury Management, Credit Risk, Asset Based Lending, Underwriting, Retail Banking, Investments, Risk Management, Financial Modeling, Wealth Management, Loan Origination, Consumer Lending, Commercial Mortgages
Education
California State University-Sacramento 1989 — 1992
Raynell Boeck Raynell Boeck's Union Bank Experience June 2000 - November 2009
Job Principal/Raynell Boeck Communications
Industry Public Relations and Communications
Experience
Raynell Boeck Communications November 2009 - Present
Union Bank June 2000 - November 2009
Wells Fargo Bank 2000 - 2000
Bank of America 1989 - March 1999
Skills
Public Relations, Marketing Communications, Internal Communications, Corporate Communications, Strategy, Editing, Content Development, Crisis Communications, Editorial, Crisis Management, Change Management, Copy Editing, Publications, Speech Writing, Creative Direction, Journalism, Leadership
Education
California State University-Sacramento
Bachelor of Arts, English
Golden Gate University
Public Relations and Media Relations
Raynell Boeck Communications November 2009 - Present
Union Bank June 2000 - November 2009
Wells Fargo Bank 2000 - 2000
Bank of America 1989 - March 1999
Skills
Public Relations, Marketing Communications, Internal Communications, Corporate Communications, Strategy, Editing, Content Development, Crisis Communications, Editorial, Crisis Management, Change Management, Copy Editing, Publications, Speech Writing, Creative Direction, Journalism, Leadership
Education
California State University-Sacramento
Bachelor of Arts, English
Golden Gate University
Public Relations and Media Relations
Kip Holmes Kip Holmes's Union Bank Experience 1993 - 2007
Job Commercial Loan Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Vision One C.U. September 2010 - Present
Sierra Vista Bank October 2007 - November 2009
Union Bank 1993 - 2007
Skills
Executive Management, Sales Management, Commercial Lending, Relationship Management, Operations Management, Marketing Strategy, Loans, Commercial Banking, Management, Portfolio Management, Underwriting, Credit, Banking, New Business Development, Small Business Lending, Financial Analysis, Commercial Mortgages, Lines Of Credit, Credit Analysis, Asset Based Lending, Mergers & Acquisitions, Loan Origination
Education
CSU Sacramento 1988 — 1993
Bachelor's degree, History
California State University-Sacramento
Wells Fargo July 2015 - Present
Vision One C.U. September 2010 - Present
Sierra Vista Bank October 2007 - November 2009
Union Bank 1993 - 2007
Skills
Executive Management, Sales Management, Commercial Lending, Relationship Management, Operations Management, Marketing Strategy, Loans, Commercial Banking, Management, Portfolio Management, Underwriting, Credit, Banking, New Business Development, Small Business Lending, Financial Analysis, Commercial Mortgages, Lines Of Credit, Credit Analysis, Asset Based Lending, Mergers & Acquisitions, Loan Origination
Education
CSU Sacramento 1988 — 1993
Bachelor's degree, History
California State University-Sacramento
Scott Price's Union Bank Experience September 2011 - Present
Job VP Commercial Real Estate Lender at Union Bank
Industry Commercial Real Estate
Experience
Union Bank September 2011 - Present
Wells Fargo Bank September 2005 - September 2011
IronStone Bank 2003 - 2005
Wells Fargo 2001 - 2003
Skills
Finance, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Management, Leadership, Commercial Banking, Commercial Lending, Strategic Planning, Underwriting, Treasury Management, Managerial Finance, Negotiation, Team Building
Education
University of Redlands 2008 — 2010
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
Bachelor's degree, Marketing
Union Bank September 2011 - Present
Wells Fargo Bank September 2005 - September 2011
IronStone Bank 2003 - 2005
Wells Fargo 2001 - 2003
Skills
Finance, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Management, Leadership, Commercial Banking, Commercial Lending, Strategic Planning, Underwriting, Treasury Management, Managerial Finance, Negotiation, Team Building
Education
University of Redlands 2008 — 2010
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
Bachelor's degree, Marketing
Sheldon Perry Sheldon Perry's Union Bank Experience October 2007 - April 2012
Job Sales Account Executive at PrimePay
Industry Financial Services
Experience
PrimePay November 2014 - Present
Fremont Bank May 2013 - November 2014
T.E.A.M. LLC July 2011 - November 2014
Sports Authority June 2012 - May 2013
BNI March 2011 - April 2012
Union Bank October 2007 - April 2012
Skills
Banking, Customer Service, Sales, Sales Process, Loans, Event Management, Promotions, Small Business, Consulting, Financial Risk, New Business Development, Sports, Managerial Finance, Lead Generation, Strategy, Marketing Strategy, Analysis, Budgets, Time Management, Management, Account Management, Finance, Selling, Strategic Planning, Marketing, Microsoft Excel, Retail, Credit, CRM, Financial Analysis, Sales Management, Social Networking, Customer Satisfaction, Public Speaking, Leadership, Team Building, Investments, Training, Mortgage Lending, Insurance, Small Business Lending, Consumer Lending, Business Development
Education
California State University-Sacramento
Business Finance
Wilcox High School
PrimePay November 2014 - Present
Fremont Bank May 2013 - November 2014
T.E.A.M. LLC July 2011 - November 2014
Sports Authority June 2012 - May 2013
BNI March 2011 - April 2012
Union Bank October 2007 - April 2012
Skills
Banking, Customer Service, Sales, Sales Process, Loans, Event Management, Promotions, Small Business, Consulting, Financial Risk, New Business Development, Sports, Managerial Finance, Lead Generation, Strategy, Marketing Strategy, Analysis, Budgets, Time Management, Management, Account Management, Finance, Selling, Strategic Planning, Marketing, Microsoft Excel, Retail, Credit, CRM, Financial Analysis, Sales Management, Social Networking, Customer Satisfaction, Public Speaking, Leadership, Team Building, Investments, Training, Mortgage Lending, Insurance, Small Business Lending, Consumer Lending, Business Development
Education
California State University-Sacramento
Business Finance
Wilcox High School
Michael Obley Michael Obley's Union Bank Experience January 1981 - January 1985
Job Principal at Ring Mountain Capital Advisors
Industry Investment Management
Experience
Ring Mountain Capital Advisors March 2014 - Present
Silver Portal Capital December 2012 - March 2014
Mission Realty Advisors March 2011 - November 2012
AIG Investments January 1998 - October 2009
American General Investment Management August 1998 - January 2001
Senior Vice President January 1995 - January 1998
Wertheim Schroder Investment Services, Inc January 1994 - January 1995
The Patterson Capital Corporation January 1987 - January 1994
The Irish Corporation January 1985 - January 1987
Union Bank January 1981 - January 1985
Skills
Investments, Asset Management, Real Estate, Alternative Investments, Private Equity, Wealth Management, Asset Managment, Fixed Income, Equities, Emerging Markets, Hedge Funds, Mutual Funds, Investment Management, Risk Management, Securities, Start-ups, Business Development, Portfolio Management, Business Planning, Fund Of Funds, Venture Capital, Asset Allocation, Valuation, Due Diligence, Investment Banking, Capital Markets, Investor Relations, Investment Strategies, Private Placements, Investment Advisory
Education
California State University-Northridge 1974 — 1976
MS, Marketing
San Diego State University 1969 — 1974
BS, Marketing
Ring Mountain Capital Advisors March 2014 - Present
Silver Portal Capital December 2012 - March 2014
Mission Realty Advisors March 2011 - November 2012
AIG Investments January 1998 - October 2009
American General Investment Management August 1998 - January 2001
Senior Vice President January 1995 - January 1998
Wertheim Schroder Investment Services, Inc January 1994 - January 1995
The Patterson Capital Corporation January 1987 - January 1994
The Irish Corporation January 1985 - January 1987
Union Bank January 1981 - January 1985
Skills
Investments, Asset Management, Real Estate, Alternative Investments, Private Equity, Wealth Management, Asset Managment, Fixed Income, Equities, Emerging Markets, Hedge Funds, Mutual Funds, Investment Management, Risk Management, Securities, Start-ups, Business Development, Portfolio Management, Business Planning, Fund Of Funds, Venture Capital, Asset Allocation, Valuation, Due Diligence, Investment Banking, Capital Markets, Investor Relations, Investment Strategies, Private Placements, Investment Advisory
Education
California State University-Northridge 1974 — 1976
MS, Marketing
San Diego State University 1969 — 1974
BS, Marketing
Stephen Dean, MBA Stephen Dean, MBA's Union Bank Experience September 2011 - September 2013
Job VP, PMO Finance and Reporting Manager
Industry Banking
Experience
MUFG Americas September 2013 - Present
Union Bank September 2011 - September 2013
Union Bank September 2010 - September 2011
Zenith Insurance Company December 2005 - September 2010
Marcus & Millichap 2005 - 2005
Countrywide Securities Corporation 2004 - 2005
Marcus & Millichap 2000 - 2004
Skills
Data Warehousing, Business Intelligence, Financial Analysis, Process Improvement, E-commerce, PMO, Integration, Strategy, Business Analysis, Management, Databases, Enterprise Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA, Finance
California State University-Sacramento 1994 — 2000
BS, MIS
MUFG Americas September 2013 - Present
Union Bank September 2011 - September 2013
Union Bank September 2010 - September 2011
Zenith Insurance Company December 2005 - September 2010
Marcus & Millichap 2005 - 2005
Countrywide Securities Corporation 2004 - 2005
Marcus & Millichap 2000 - 2004
Skills
Data Warehousing, Business Intelligence, Financial Analysis, Process Improvement, E-commerce, PMO, Integration, Strategy, Business Analysis, Management, Databases, Enterprise Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA, Finance
California State University-Sacramento 1994 — 2000
BS, MIS
Steven Webb, CTP Steven Webb, CTP's Union Bank Experience October 1998 - July 2006
Job Vice President at U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2007 - Present
Wells Fargo July 2006 - March 2007
Union Bank October 1998 - July 2006
Mercer June 1997 - October 1998
Skills
Investments, Financial Analysis, Business Development, Leadership, Product Development, Banking, Treasury Management, Financial Services, Strategic Planning, CRM, Portfolio Management, Relationship Management
Education
University of California, San Diego 1995 — 1997
Bachelor's Degree, Economics
California State University-San Bernardino 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
U.S. Bank March 2007 - Present
Wells Fargo July 2006 - March 2007
Union Bank October 1998 - July 2006
Mercer June 1997 - October 1998
Skills
Investments, Financial Analysis, Business Development, Leadership, Product Development, Banking, Treasury Management, Financial Services, Strategic Planning, CRM, Portfolio Management, Relationship Management
Education
University of California, San Diego 1995 — 1997
Bachelor's Degree, Economics
California State University-San Bernardino 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
John Shelby John Shelby's Union Bank Experience VP Regional Manager - Central ValleyUnion BankSeptember 2011 - Present
Job Director Regional Manager East Bay & Central Valley at Union Bank
Industry Banking
Experience
Union Bank VP Regional Manager - Central ValleyUnion BankSeptember 2011 - Present
Union Bank September 2011 - 2012
Five Star Bank - California 2003 - September 2011
Sonoma National Bank April 1996 - October 2003
Skills
Loans, Commercial Banking, Small Business Lending, Merchant Services, Commercial Lending, Loan Modifications, Credit, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Banking, Finance, Real Estate, Commercial Real Estate, Leadership, Portfolio Management, Loan Origination, Construction Loans, Investments, Business Development, Mortgage Banking, Credit Analysis, SBA, Management, Strategy, Underwriting, Investment Properties, Consumer Lending, Financial Analysis, Asset Based Lending, Refinance, Sales Management
Education
Pacific Coast Banking School (PCBS) University of Washington 2004 — 2007
California State University-Sacramento 1983 — 1986
BS, Business Admin / Finance
Union Bank VP Regional Manager - Central ValleyUnion BankSeptember 2011 - Present
Union Bank September 2011 - 2012
Five Star Bank - California 2003 - September 2011
Sonoma National Bank April 1996 - October 2003
Skills
Loans, Commercial Banking, Small Business Lending, Merchant Services, Commercial Lending, Loan Modifications, Credit, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Banking, Finance, Real Estate, Commercial Real Estate, Leadership, Portfolio Management, Loan Origination, Construction Loans, Investments, Business Development, Mortgage Banking, Credit Analysis, SBA, Management, Strategy, Underwriting, Investment Properties, Consumer Lending, Financial Analysis, Asset Based Lending, Refinance, Sales Management
Education
Pacific Coast Banking School (PCBS) University of Washington 2004 — 2007
California State University-Sacramento 1983 — 1986
BS, Business Admin / Finance
Gary A. Leduc Gary A. Leduc's Union Bank Experience November 2014 - Present
Job Vice President/ Credit Specialist at Union Bank
Industry Financial Services
Experience
Union Bank November 2014 - Present
Palmer Capital Inc April 2014 - November 2014
Morgan Stanley Wealth Management January 2010 - September 2013
Wells Fargo 2006 - 2009
Irwin Union Bank, FSB 2004 - 2006
JPMorgan Chase 2000 - 2004
Comerica Bank 1995 - 1999
Wells Fargo January 1992 - May 1995
Wells Fargo Capital Markets, Inc August 1988 - January 1992
Wells Fargo 1984 - 1988
Skills
Commercial Banking, Credit, New Business Development, Due Diligence, Loans, Commercial Mortgages, Asset Based Lending, Credit Risk, Credit Analysis, Relationship Management, Cash Management, Underwriting, Banking, Corporate Finance, Private Banking, Financial Structuring, Commercial Lending, Wealth Management, Capital Markets, Mortgage Lending, Small Business Lending, Financial Services, Investments, Portfolio Management, Treasury Management, Loan Origination
Education
California State University-Sacramento
BS
Union Bank November 2014 - Present
Palmer Capital Inc April 2014 - November 2014
Morgan Stanley Wealth Management January 2010 - September 2013
Wells Fargo 2006 - 2009
Irwin Union Bank, FSB 2004 - 2006
JPMorgan Chase 2000 - 2004
Comerica Bank 1995 - 1999
Wells Fargo January 1992 - May 1995
Wells Fargo Capital Markets, Inc August 1988 - January 1992
Wells Fargo 1984 - 1988
Skills
Commercial Banking, Credit, New Business Development, Due Diligence, Loans, Commercial Mortgages, Asset Based Lending, Credit Risk, Credit Analysis, Relationship Management, Cash Management, Underwriting, Banking, Corporate Finance, Private Banking, Financial Structuring, Commercial Lending, Wealth Management, Capital Markets, Mortgage Lending, Small Business Lending, Financial Services, Investments, Portfolio Management, Treasury Management, Loan Origination
Education
California State University-Sacramento
BS
Kathryne Lara Kathryne Lara's Union Bank Experience October 2014 - Present
Job Real Estate Quality Control Auditor Actively Seeking New Opportunities
Industry Financial Services
Experience
Union Bank October 2014 - Present
RemX Financial Staffing April 2013 - October 2014
American Internet Mortgage, Inc. June 2012 - April 2013
Office of the City Clerk February 2012 - April 2012
The Foundation of CSU San Bernardino January 2010 - February 2011
The Foundation of CSU San Bernardino October 2007 - November 2009
Skills
Microsoft Excel, Data Entry, Customer Service, Sales, Outlook, Microsoft Office, PowerPoint, Loans, Administrative..., Teamwork, Auditing, Office Administration, Training, Social Media, Problem Solving, Supervising, Organizational..., SOP development, Telecommunications, Interviewing Skills
Education
California State University-San Bernardino 2006 — 2011
B.A, Business and Public Administration; Finance
Union Bank October 2014 - Present
RemX Financial Staffing April 2013 - October 2014
American Internet Mortgage, Inc. June 2012 - April 2013
Office of the City Clerk February 2012 - April 2012
The Foundation of CSU San Bernardino January 2010 - February 2011
The Foundation of CSU San Bernardino October 2007 - November 2009
Skills
Microsoft Excel, Data Entry, Customer Service, Sales, Outlook, Microsoft Office, PowerPoint, Loans, Administrative..., Teamwork, Auditing, Office Administration, Training, Social Media, Problem Solving, Supervising, Organizational..., SOP development, Telecommunications, Interviewing Skills
Education
California State University-San Bernardino 2006 — 2011
B.A, Business and Public Administration; Finance
Patrick Aiken Patrick Aiken's Union Bank Experience December 2013 - June 2014
Job Solutions Specialist at Verizon Wireless
Industry Retail
Experience
Verizon Wireless January 2015 - Present
Union Bank December 2013 - June 2014
JPMorgan Chase & Co. April 2010 - November 2013
Sears, Roebuck and Co. September 2007 - September 2010
Skills
Banking, Customer Service, Credit, Loans, Retail Banking, Management, Cross Selling, Portfolio Management, Mortgage Lending, Business Analysis, Finance, Financial Analysis, Insurance, Investments, Loan Origination, Analysis, Series 63, Securities, Licensed Life Insurance..., Logistics Management, Investment Banking, Series 6, Working in A Union..., Operations Management, Bodybuilding, Leadership, Teaching, Elementary Education, Sales
Education
California State University-San Bernardino 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-San Bernardino 2013 — 2015
Bachelor of Arts (B.A.), Business Administration, Management
Victor Valley College 2009 — 2012
Associate of Science (A.S.), Business Administration
Verizon Wireless January 2015 - Present
Union Bank December 2013 - June 2014
JPMorgan Chase & Co. April 2010 - November 2013
Sears, Roebuck and Co. September 2007 - September 2010
Skills
Banking, Customer Service, Credit, Loans, Retail Banking, Management, Cross Selling, Portfolio Management, Mortgage Lending, Business Analysis, Finance, Financial Analysis, Insurance, Investments, Loan Origination, Analysis, Series 63, Securities, Licensed Life Insurance..., Logistics Management, Investment Banking, Series 6, Working in A Union..., Operations Management, Bodybuilding, Leadership, Teaching, Elementary Education, Sales
Education
California State University-San Bernardino 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-San Bernardino 2013 — 2015
Bachelor of Arts (B.A.), Business Administration, Management
Victor Valley College 2009 — 2012
Associate of Science (A.S.), Business Administration
Sheila Chan Sheila Chan's Union Bank Experience May 2012 - August 2012
Job Technology Consultant at PwC
Industry Information Technology and Services
Experience
PwC February 2015 - Present
Walmart eCommerce June 2013 - August 2013
Carnegie Mellon University January 2013 - May 2013
National Flag Foundation - Carnegie Mellon January 2013 - May 2013
Union Bank May 2012 - August 2012
VXI Global Solutions, Inc June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Illustrator, InDesign, Premiere, Python, Java, HTML, CSS, Ruby on Rails, SQL, Git, Windows, Mac OS X, Linux, Red Hat Linux, Ruby
Education
Carnegie Mellon University 2010 — 2013
Bachelor of Science (B.S.), Information Systems, 3.65
PwC February 2015 - Present
Walmart eCommerce June 2013 - August 2013
Carnegie Mellon University January 2013 - May 2013
National Flag Foundation - Carnegie Mellon January 2013 - May 2013
Union Bank May 2012 - August 2012
VXI Global Solutions, Inc June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Illustrator, InDesign, Premiere, Python, Java, HTML, CSS, Ruby on Rails, SQL, Git, Windows, Mac OS X, Linux, Red Hat Linux, Ruby
Education
Carnegie Mellon University 2010 — 2013
Bachelor of Science (B.S.), Information Systems, 3.65
Juliette Castelli's Union Bank Experience January 2013 - May 2013
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Union Bank January 2013 - May 2013
Citi August 2011 - January 2013
Wells Fargo July 2010 - February 2011
Skills
Retirement Planning, Fixed Income, 401k Rollovers, Fixed Annuities, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding, Estate Planning, Gifting Strategies, IRAs, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., Retail Banking, Banking, Management, Customer Service, Loans, Microsoft Office, Long-Term Care Insurance, Bloomberg
Education
San Francisco State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1
Cañada College 2008 — 2009
N/A, Business Administration and Management, General
New York Life Insurance Company October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Union Bank January 2013 - May 2013
Citi August 2011 - January 2013
Wells Fargo July 2010 - February 2011
Skills
Retirement Planning, Fixed Income, 401k Rollovers, Fixed Annuities, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding, Estate Planning, Gifting Strategies, IRAs, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., Retail Banking, Banking, Management, Customer Service, Loans, Microsoft Office, Long-Term Care Insurance, Bloomberg
Education
San Francisco State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1
Cañada College 2008 — 2009
N/A, Business Administration and Management, General
Shaili Ahl's Union Bank Experience May 2014 - April 2015
Job Account Coordinator at Porter Novelli
Industry Public Relations and Communications
Experience
Porter Novelli August 2015 - Present
Porter Novelli April 2015 - July 2015
Public Relations Student Society of America, CSUN Chapter September 2014 - May 2015
Union Bank May 2014 - April 2015
Public Relations Student Society of America, CSUN Chapter December 2013 - May 2014
Red Light Public Relations November 2013 - March 2014
Berman & Singer January 2013 - May 2013
Skills
Social Media, Marketing, Public Relations, Facebook, Press Releases, Management, Social Networking, Organization, Speech Writing, Coordinating Skills, Social Media Marketing, Event Planning, Social Media Advertising, Pinterest, Strategic Public..., Press Kits, Microsoft Excel, Research, Google+, MailChimp, Constant Contact, Social Media Measurement, YouTube, Marketing Event Planning, Instagram, Vocus, BurrellesLuce, Critical Mention, Report Compilation, Public Speaking, PowerPoint, Team Leadership, Group Projects, Fundraising, Team Building
Education
University of Southern California 2015 — 2017
Master's Degree, Communication Management
CSUN 2012 — 2015
Bachelor of Arts (B.A.), Communications and Marketing
Porter Novelli August 2015 - Present
Porter Novelli April 2015 - July 2015
Public Relations Student Society of America, CSUN Chapter September 2014 - May 2015
Union Bank May 2014 - April 2015
Public Relations Student Society of America, CSUN Chapter December 2013 - May 2014
Red Light Public Relations November 2013 - March 2014
Berman & Singer January 2013 - May 2013
Skills
Social Media, Marketing, Public Relations, Facebook, Press Releases, Management, Social Networking, Organization, Speech Writing, Coordinating Skills, Social Media Marketing, Event Planning, Social Media Advertising, Pinterest, Strategic Public..., Press Kits, Microsoft Excel, Research, Google+, MailChimp, Constant Contact, Social Media Measurement, YouTube, Marketing Event Planning, Instagram, Vocus, BurrellesLuce, Critical Mention, Report Compilation, Public Speaking, PowerPoint, Team Leadership, Group Projects, Fundraising, Team Building
Education
University of Southern California 2015 — 2017
Master's Degree, Communication Management
CSUN 2012 — 2015
Bachelor of Arts (B.A.), Communications and Marketing
Sherry Beall Sherry Beall's Union Bank Experience 1992 - 1995
Job Project Manager at Greenpath Funding, LLC
Industry Financial Services
Experience
Greenpath Funding, LLC June 2000 - Present
Home Loan Specialists 1998 - 2000
SAFECO Insurance 1995 - 1998
Union Bank 1992 - 1995
Skills
Loans, Expense Management, Travel Arrangements, Spreadsheets, Calendaring, Office Management, Confidentiality, Loan Origination, Expenses, Expense Reports, Access, Outlook, Refinance, Mortgage Banking
Education
California State University-Sacramento 1990 — 1992
Bachelor's degree, Business/Managerial Economics
Greenpath Funding, LLC June 2000 - Present
Home Loan Specialists 1998 - 2000
SAFECO Insurance 1995 - 1998
Union Bank 1992 - 1995
Skills
Loans, Expense Management, Travel Arrangements, Spreadsheets, Calendaring, Office Management, Confidentiality, Loan Origination, Expenses, Expense Reports, Access, Outlook, Refinance, Mortgage Banking
Education
California State University-Sacramento 1990 — 1992
Bachelor's degree, Business/Managerial Economics
Karin Street Karin Street's Union Bank Experience November 2011 - August 2013
Job Loan Processor Assistant at Guild Mortgage Company
Industry Legal Services
Experience
Guild Mortgage April 2015 - Present
Robbins Arroyo LLP January 2014 - April 2015
Union Bank November 2011 - August 2013
Union Bank June 2010 - October 2011
Union Bank December 2006 - June 2010
Rubio's Restaurants, Inc. February 2005 - October 2006
Rubio's Restaurants, Inc. May 2004 - October 2006
Skills
Customer Service, Banking
Education
California State University-San Marcos - College of Business Administration 2008 — 2010
Bachelor of Science, Business Management
Guild Mortgage April 2015 - Present
Robbins Arroyo LLP January 2014 - April 2015
Union Bank November 2011 - August 2013
Union Bank June 2010 - October 2011
Union Bank December 2006 - June 2010
Rubio's Restaurants, Inc. February 2005 - October 2006
Rubio's Restaurants, Inc. May 2004 - October 2006
Skills
Customer Service, Banking
Education
California State University-San Marcos - College of Business Administration 2008 — 2010
Bachelor of Science, Business Management
Shari Petersen's Union Bank Experience December 2010 - Present
Job Vice President, Area Manager
Industry Professional Training & Coaching
Experience
Union Bank December 2010 - Present
Union Bank 2010 - 2015
Union Bank 2010 - 2015
ValleyCrest Companies May 2008 - November 2010
Various companies July 2006 - April 2008
WaMu August 2005 - July 2006
Washington Mutual Bank 1989 - 2006
Washington Mutual May 1999 - July 2005
Skills
Situational Leadership, Curriculum Design, Curriculum Development, E-learning, Soft Skills, Technical Writing, Technical Training, E-Learning, Training, Learning Management..., Performance Improvement, Team Building, Leadership Development, Instructional Design, Coaching, Blended Learning, Training Delivery, Leadership, Instructor-led Training, Employee Training, Hands-on Training, Needs Analysis, Captivate, Workshop Facilitation, Employee Engagement, Organizational..., Career Development, ADDIE, Learning Management, Performance Management, Organizational..., Interviews, Onboarding
Education
California State University-Northridge 1995 — 1999
Bachelor, Graphic Design
Union Bank December 2010 - Present
Union Bank 2010 - 2015
Union Bank 2010 - 2015
ValleyCrest Companies May 2008 - November 2010
Various companies July 2006 - April 2008
WaMu August 2005 - July 2006
Washington Mutual Bank 1989 - 2006
Washington Mutual May 1999 - July 2005
Skills
Situational Leadership, Curriculum Design, Curriculum Development, E-learning, Soft Skills, Technical Writing, Technical Training, E-Learning, Training, Learning Management..., Performance Improvement, Team Building, Leadership Development, Instructional Design, Coaching, Blended Learning, Training Delivery, Leadership, Instructor-led Training, Employee Training, Hands-on Training, Needs Analysis, Captivate, Workshop Facilitation, Employee Engagement, Organizational..., Career Development, ADDIE, Learning Management, Performance Management, Organizational..., Interviews, Onboarding
Education
California State University-Northridge 1995 — 1999
Bachelor, Graphic Design
Dominique Franklin Dominique Franklin's Union Bank Experience December 2012 - July 2013
Job Public Relations Professional and Social Media Strategist
Industry Public Relations and Communications
Experience
EcSupplyInc July 2015 - Present
blackmusicradio.net April 2015 - Present
Coyote Advertising Specialties April 2015 - Present
Plug Media Group February 2015 - Present
CSUSB PRSSA June 2014 - June 2015
Pizza 90, Inc. November 2014 - February 2015
BST Realty Inc. November 2014 - January 2015
E-Cig City4 October 2014 - January 2015
Union Bank December 2012 - July 2013
Skills
Social Media, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, English, Creative Writing, Journalism, Leadership, Facebook, Blogging, Team Leadership, WordPress, Data Entry, Time Management, Sales, Newsletters, Event Management, Social Networking, Writing
Education
California State University-San Bernardino 2013 — 2015
Bachelor's Degree, Public Relations/Image Management
Riverside City College 2007 — 2012
Social and Behavorial Sciences, Psychology
EcSupplyInc July 2015 - Present
blackmusicradio.net April 2015 - Present
Coyote Advertising Specialties April 2015 - Present
Plug Media Group February 2015 - Present
CSUSB PRSSA June 2014 - June 2015
Pizza 90, Inc. November 2014 - February 2015
BST Realty Inc. November 2014 - January 2015
E-Cig City4 October 2014 - January 2015
Union Bank December 2012 - July 2013
Skills
Social Media, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, English, Creative Writing, Journalism, Leadership, Facebook, Blogging, Team Leadership, WordPress, Data Entry, Time Management, Sales, Newsletters, Event Management, Social Networking, Writing
Education
California State University-San Bernardino 2013 — 2015
Bachelor's Degree, Public Relations/Image Management
Riverside City College 2007 — 2012
Social and Behavorial Sciences, Psychology
Diana Canales Diana Canales's Union Bank Experience October 2007 - August 2011
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
Union Bank October 2007 - August 2011
Bank of America October 2004 - January 2007
Skills
Consumer Lending, Retail Banking
Education
California State University-San Bernardino 2004 — 2007
JPMorgan Chase September 2011 - Present
Union Bank October 2007 - August 2011
Bank of America October 2004 - January 2007
Skills
Consumer Lending, Retail Banking
Education
California State University-San Bernardino 2004 — 2007
Salicia Pultz's Union Bank Experience December 2006 - Present
Job Vice President, eLearning Designer and Developer at Union Bank
Industry Banking
Experience
Union Bank December 2006 - Present
Washington Mutual June 2003 - December 2006
World Savings June 2002 - June 2003
Skills
Workshop Facilitation, Performance Improvement, Retail Banking, Management, Employee Training, Training Facilitation, Learning Management..., Coaching, ADDIE, Loans, Risk Management, Onboarding, Employee Engagement, Hands-on Training, Organizational..., Training Delivery, Needs Analysis, Team Building, Instructor-led Training, Performance Management, Instructional Design, Blended Learning
Education
California State University-Northridge 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Los Angeles Valley College 1995 — 1999
Union Bank December 2006 - Present
Washington Mutual June 2003 - December 2006
World Savings June 2002 - June 2003
Skills
Workshop Facilitation, Performance Improvement, Retail Banking, Management, Employee Training, Training Facilitation, Learning Management..., Coaching, ADDIE, Loans, Risk Management, Onboarding, Employee Engagement, Hands-on Training, Organizational..., Training Delivery, Needs Analysis, Team Building, Instructor-led Training, Performance Management, Instructional Design, Blended Learning
Education
California State University-Northridge 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Los Angeles Valley College 1995 — 1999
Crystal Gutenberger's Union Bank Experience 2001 - 2003
Job Principal Manager at Southern California Edison
Industry Utilities
Experience
Southern California Edison 2003 - Present
Union Bank 2001 - 2003
Ernst & Young LLP 1996 - 2003
LA Department of Water & Power 1986 - 1996
Skills
Program Management, Business Process..., Vendor Management, Integration, Project Portfolio..., Process Improvement, Business Analysis, Business Process, Microsoft Project, Project Planning, ERP, Analysis, Facilities Management, Energy, PMO, Business Process..., Energy Policy, SDLC, Management, Visio, Smart Grid, SAP, Procurement, MS Project, Project Delivery, Project Management, Smart Metering, Power Generation, Renewable Energy, Supply Management, Cross-functional Team..., NERC, Demand Response, Enterprise Architecture, Change Management, PMP, Strategy, Leadership
Education
USC
Master of Business Administration (M.B.A.), Entrepreneurship & Marketing
USC
Bachelor of Science (B.S.), Mechanical Engineering
Caltech 2002 — 2003
Project Management Certificate Program, Project Management
Southern California Edison 2003 - Present
Union Bank 2001 - 2003
Ernst & Young LLP 1996 - 2003
LA Department of Water & Power 1986 - 1996
Skills
Program Management, Business Process..., Vendor Management, Integration, Project Portfolio..., Process Improvement, Business Analysis, Business Process, Microsoft Project, Project Planning, ERP, Analysis, Facilities Management, Energy, PMO, Business Process..., Energy Policy, SDLC, Management, Visio, Smart Grid, SAP, Procurement, MS Project, Project Delivery, Project Management, Smart Metering, Power Generation, Renewable Energy, Supply Management, Cross-functional Team..., NERC, Demand Response, Enterprise Architecture, Change Management, PMP, Strategy, Leadership
Education
USC
Master of Business Administration (M.B.A.), Entrepreneurship & Marketing
USC
Bachelor of Science (B.S.), Mechanical Engineering
Caltech 2002 — 2003
Project Management Certificate Program, Project Management
Sousan Towfique Sousan Towfique's Union Bank Experience September 2015 - Present
Job Branch Service Specialist at Union Bank
Industry Banking
Experience
Union Bank September 2015 - Present
Union Bank March 2008 - Present
CSUS, College of Business September 2014 - May 2015
Skills
Microsoft Office, Time Management, Data Entry, Outlook, PowerPoint, Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Telephone Skills, 10 Key, Cashiering, Critical Thinking, Leadership, Team Leadership, American Sign Language, File Management, Fax, Access, Ten Key, Multi-task & Handle..., Public Speaking
Education
CSU Sacramento 2010 — 2015
Bachelor's Degree, Business-Human Resources Management and Organizational Behavior. Minor in Psychology.
Las Positas College 2007 — 2010
A.A., Liberal Arts and Social Science
Union Bank September 2015 - Present
Union Bank March 2008 - Present
CSUS, College of Business September 2014 - May 2015
Skills
Microsoft Office, Time Management, Data Entry, Outlook, PowerPoint, Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Telephone Skills, 10 Key, Cashiering, Critical Thinking, Leadership, Team Leadership, American Sign Language, File Management, Fax, Access, Ten Key, Multi-task & Handle..., Public Speaking
Education
CSU Sacramento 2010 — 2015
Bachelor's Degree, Business-Human Resources Management and Organizational Behavior. Minor in Psychology.
Las Positas College 2007 — 2010
A.A., Liberal Arts and Social Science
Frank Robinson Frank Robinson's Union Bank Experience April 1996 - Present
Job Global Multicultural Strategist / Community Outreach Expert
Industry Banking
Experience
MUFG Americas August 2014 - Present
Union Bank April 1996 - Present
Union Bank January 2010 - April 2014
Union Bank March 2003 - October 2009
Skills
AML, Analysis, Asset Based Lending, Asset Managment, Banking, Branch Banking, Budgets, Business Strategy, Business Relationship..., Capital Markets, Cash Management, Business Development, Change Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Deposits, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Lines Of Credit, Loan Origination, Loans, Management, Marketing Strategy, Mergers, Mortgage Lending, Mortgage Banking, New Business Development, Portfolio Management, Private Banking, Program Management, Project Management, Public Relations, Relationship Management, Retail Banking, Risk Management, SBA, Sales Management, Series 7
Education
University of Washington, Michael G. Foster School of Business 2005 — 2008
Certificate, Banking
California State University-San Bernardino - College of Business and Public Administration 1993 — 1994
Bachelor's Degree, Management
Louisiana State University 1983 — 1986
MUFG Americas August 2014 - Present
Union Bank April 1996 - Present
Union Bank January 2010 - April 2014
Union Bank March 2003 - October 2009
Skills
AML, Analysis, Asset Based Lending, Asset Managment, Banking, Branch Banking, Budgets, Business Strategy, Business Relationship..., Capital Markets, Cash Management, Business Development, Change Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Deposits, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Lines Of Credit, Loan Origination, Loans, Management, Marketing Strategy, Mergers, Mortgage Lending, Mortgage Banking, New Business Development, Portfolio Management, Private Banking, Program Management, Project Management, Public Relations, Relationship Management, Retail Banking, Risk Management, SBA, Sales Management, Series 7
Education
University of Washington, Michael G. Foster School of Business 2005 — 2008
Certificate, Banking
California State University-San Bernardino - College of Business and Public Administration 1993 — 1994
Bachelor's Degree, Management
Louisiana State University 1983 — 1986
Charles Adam Charles Adam's Union Bank Experience January 2012 - Present
Job Sr. Commercial Loan Officer at Union Bank
Industry Financial Services
Experience
Union Bank January 2012 - Present
Union Bank August 2011 - January 2012
Union Bank December 2010 - August 2011
Arrowhead United Way Worldwide September 2010 - December 2010
Wells Fargo Bank January 2008 - September 2010
Skills
Credit Analysis, Commercial Real Estate, Commercial Mortgages, Mortgage Lending, Valuation, Credit, Financial Analysis, Loans, Portfolio Management, Finance, Financial Risk, Commercial Lending, Real Estate Financing, Investment Properties, Underwriting, Small Business Lending, Commercial Banking, Loan Origination
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2010
bachelor of arts: finance
Union Bank January 2012 - Present
Union Bank August 2011 - January 2012
Union Bank December 2010 - August 2011
Arrowhead United Way Worldwide September 2010 - December 2010
Wells Fargo Bank January 2008 - September 2010
Skills
Credit Analysis, Commercial Real Estate, Commercial Mortgages, Mortgage Lending, Valuation, Credit, Financial Analysis, Loans, Portfolio Management, Finance, Financial Risk, Commercial Lending, Real Estate Financing, Investment Properties, Underwriting, Small Business Lending, Commercial Banking, Loan Origination
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2010
bachelor of arts: finance
Ryan Call Ryan Call's Union Bank Experience July 2007 - January 2008
Job Senior Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2012 - Present
BDO USA, LLP June 2010 - August 2010
Citi March 2008 - December 2009
Union Bank July 2007 - January 2008
Call for Tutoring May 2006 - May 2007
Washington Mutual May 2006 - January 2007
The Home Depot April 2004 - December 2005
Skills
QuickBooks Pro 2009-2010, Microsoft Excel, CAAT Software, Statistical Sampling, Non-statistical Sampling, Financial Statements, ERP Systems, Corporate Communications, Accounting Research..., Client Presentation, Internal Audit
Education
California State University-Northridge
Bachelor of Science (B.S.), Accountancy
BDO USA, LLP January 2012 - Present
BDO USA, LLP June 2010 - August 2010
Citi March 2008 - December 2009
Union Bank July 2007 - January 2008
Call for Tutoring May 2006 - May 2007
Washington Mutual May 2006 - January 2007
The Home Depot April 2004 - December 2005
Skills
QuickBooks Pro 2009-2010, Microsoft Excel, CAAT Software, Statistical Sampling, Non-statistical Sampling, Financial Statements, ERP Systems, Corporate Communications, Accounting Research..., Client Presentation, Internal Audit
Education
California State University-Northridge
Bachelor of Science (B.S.), Accountancy
Sandy Bui Sandy Bui's Union Bank Experience December 2012 - Present
Job VP at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Boston Private Bank March 2011 - November 2012
Boston Private Bank March 2011 - November 2012
Union Bank 2006 - 2010
Bank of the West 2001 - 2006
CIT 1996 - 2001
Sysco Foodservices 1992 - 1996
Skills
Commercial Banking, Credit, Asset Based Lending, Loans, Commercial Lending, Small Business Lending, Credit Analysis
Education
University of California, Santa Barbara 1987 — 1989
BA, Sociology
California State University-Northridge
Union Bank December 2012 - Present
Boston Private Bank March 2011 - November 2012
Boston Private Bank March 2011 - November 2012
Union Bank 2006 - 2010
Bank of the West 2001 - 2006
CIT 1996 - 2001
Sysco Foodservices 1992 - 1996
Skills
Commercial Banking, Credit, Asset Based Lending, Loans, Commercial Lending, Small Business Lending, Credit Analysis
Education
University of California, Santa Barbara 1987 — 1989
BA, Sociology
California State University-Northridge
Angela Wyler Angela Wyler's Union Bank Experience May 2011 - Present
Job
Industry Financial Services
Experience
Union Bank May 2011 - Present
Citigroup February 2010 - January 2011
Citigroup February 2010 - December 2010
Hudson March 2008 - November 2008
Oak Associates 2005 - 2007
Asian Technology Information Program (ATIP) November 2004 - November 2005
Wells Fargo & Company January 1998 - February 2004
KPMG LLP July 1996 - June 1998
Agilent Technologies (Life Sciences, Folsom) June 1990 - July 1996
Skills
Business Analysis, Microsoft SQL Server, Business Intelligence, SQL, Databases, CRM, Access, Analytics, Banking, Competitive Analysis, Data Warehousing, Management, ERP, Project Management, SDLC, Software Development, Strategy
Education
San Francisco State University, College of Business
MBA, Decision Sciences, MIS
California State University-Sacramento
BS, Business Administration
Union Bank May 2011 - Present
Citigroup February 2010 - January 2011
Citigroup February 2010 - December 2010
Hudson March 2008 - November 2008
Oak Associates 2005 - 2007
Asian Technology Information Program (ATIP) November 2004 - November 2005
Wells Fargo & Company January 1998 - February 2004
KPMG LLP July 1996 - June 1998
Agilent Technologies (Life Sciences, Folsom) June 1990 - July 1996
Skills
Business Analysis, Microsoft SQL Server, Business Intelligence, SQL, Databases, CRM, Access, Analytics, Banking, Competitive Analysis, Data Warehousing, Management, ERP, Project Management, SDLC, Software Development, Strategy
Education
San Francisco State University, College of Business
MBA, Decision Sciences, MIS
California State University-Sacramento
BS, Business Administration
Staci Adlin Staci Adlin's Union Bank Experience October 2010 - April 2011
Job StartRight Representative, Medtronic Diabetes
Industry Medical Devices
Experience
Medtronic October 2013 - Present
Prudential Financial March 2013 - September 2013
U.S. Bank August 2012 - March 2013
Input 1 April 2011 - August 2012
Union Bank October 2010 - April 2011
Chase March 2009 - September 2010
Skills
Cold Calling, Advertising, New Business Development, Customer Service, Social Media, Relationship Management, Marketing Strategy, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Financial Services, Marketing Communications, Outlook, Sales, Social Media Marketing, Microsoft Word, Social Networking, Facebook, Event Planning, Insurance, Salesforce.com, Call Centers
Education
California State University-Northridge 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies
Moorpark College 2007 — 2009
Medtronic October 2013 - Present
Prudential Financial March 2013 - September 2013
U.S. Bank August 2012 - March 2013
Input 1 April 2011 - August 2012
Union Bank October 2010 - April 2011
Chase March 2009 - September 2010
Skills
Cold Calling, Advertising, New Business Development, Customer Service, Social Media, Relationship Management, Marketing Strategy, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Financial Services, Marketing Communications, Outlook, Sales, Social Media Marketing, Microsoft Word, Social Networking, Facebook, Event Planning, Insurance, Salesforce.com, Call Centers
Education
California State University-Northridge 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies
Moorpark College 2007 — 2009
Jessica Monteux Jessica Monteux's Union Bank Experience September 2013 - June 2014
Job BSA/AML Investigator at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2014 - Present
Union Bank September 2013 - June 2014
Star One Credit Union August 2012 - August 2013
Star One Credit Union August 2009 - August 2012
State of California - HCD March 2009 - August 2009
State of California January 2008 - March 2009
Provident Credit Union December 2003 - January 2008
Skills
Customer Service, 10 Key, Outlook, Microsoft Excel, Credit, Financial Analysis, Banking, Microsoft Office, Microsoft Word, Loans, Teller Operations, Branch Banking, Fraud, Retail Banking, Risk Management, OFAC, Financial Risk, AML, Credit Unions, Bank Secrecy Act, PowerPoint, KYC, Financial Transactions, Anti Money Laundering
Education
California State University-Sacramento 2007 — 2010
Business - Accounting
Sierra College 2001 — 2005
A.A., Marketing, Social Science, & Liberal Arts
First Republic Bank June 2014 - Present
Union Bank September 2013 - June 2014
Star One Credit Union August 2012 - August 2013
Star One Credit Union August 2009 - August 2012
State of California - HCD March 2009 - August 2009
State of California January 2008 - March 2009
Provident Credit Union December 2003 - January 2008
Skills
Customer Service, 10 Key, Outlook, Microsoft Excel, Credit, Financial Analysis, Banking, Microsoft Office, Microsoft Word, Loans, Teller Operations, Branch Banking, Fraud, Retail Banking, Risk Management, OFAC, Financial Risk, AML, Credit Unions, Bank Secrecy Act, PowerPoint, KYC, Financial Transactions, Anti Money Laundering
Education
California State University-Sacramento 2007 — 2010
Business - Accounting
Sierra College 2001 — 2005
A.A., Marketing, Social Science, & Liberal Arts
Erin Luke Erin Luke's Union Bank Experience March 2013 - May 2013
Job Director, Treasury Management Officer at Opus Bank
Industry Banking
Experience
Opus Bank March 2014 - May 2015
Bank of the West May 2013 - March 2014
Union Bank March 2013 - May 2013
Union Bank March 2010 - March 2013
Union Bank March 2008 - March 2010
UBOC September 2004 - March 2008
Skills
Commercial Banking, Banking, Cash Management, Commercial Lending, Small Business Lending, Small Business, Sales, Credit, Finance, Cross Selling, Branch Banking, Retail Banking, Loans, Asset Management, Treasury Management, Leadership, Financial Services, ACH, Relationship Management
Education
California State University-San Marcos - College of Business Administration 2005 — 2008
Bachelor of Science, Marketing
Opus Bank March 2014 - May 2015
Bank of the West May 2013 - March 2014
Union Bank March 2013 - May 2013
Union Bank March 2010 - March 2013
Union Bank March 2008 - March 2010
UBOC September 2004 - March 2008
Skills
Commercial Banking, Banking, Cash Management, Commercial Lending, Small Business Lending, Small Business, Sales, Credit, Finance, Cross Selling, Branch Banking, Retail Banking, Loans, Asset Management, Treasury Management, Leadership, Financial Services, ACH, Relationship Management
Education
California State University-San Marcos - College of Business Administration 2005 — 2008
Bachelor of Science, Marketing
Tony Minatta's Union Bank Experience November 2010 - June 2013
Job BENELECT Marketing Analyst
Industry Insurance
Experience
BEN-E-LECT June 2015 - Present
BEN-E-LECT May 2014 - June 2015
State Farm June 2013 - April 2014
Union Bank November 2010 - June 2013
Union Bank September 2007 - November 2010
The Home Depot June 2006 - October 2007
Togos/Baskin Robbins August 2001 - June 2006
Skills
Customer Satisfaction, Sales, Customer Service, Finance, Strategic Financial..., Marketing, Human Resources, Management, Marketing Research, Small Business Lending, Microsoft Excel, Market Research, Leadership, Financial Analysis, Analysis, Team Building, Marketing Strategy, Microsoft Office, Public Speaking, Strategic Planning
Education
California State University-San Marcos - College of Business Administration 2007 — 2010
B.S. in Business Administration, Management
BEN-E-LECT June 2015 - Present
BEN-E-LECT May 2014 - June 2015
State Farm June 2013 - April 2014
Union Bank November 2010 - June 2013
Union Bank September 2007 - November 2010
The Home Depot June 2006 - October 2007
Togos/Baskin Robbins August 2001 - June 2006
Skills
Customer Satisfaction, Sales, Customer Service, Finance, Strategic Financial..., Marketing, Human Resources, Management, Marketing Research, Small Business Lending, Microsoft Excel, Market Research, Leadership, Financial Analysis, Analysis, Team Building, Marketing Strategy, Microsoft Office, Public Speaking, Strategic Planning
Education
California State University-San Marcos - College of Business Administration 2007 — 2010
B.S. in Business Administration, Management
Ron Castaneda Ron Castaneda's Union Bank Experience 2009 - 2012
Job Process Engineer II at First Data Corporation / TransTech IT
Industry Information Technology and Services
Experience
First Data Corporation / TransTech IT 2015 - Present
UnitedHealth Group / Contech Systems 2012 - 2014
Union Bank 2009 - 2012
Amcor Sunclipse 2004 - 2009
Warner Bros. Entertainment Group of Companies / Spherion 2003 - 2006
Vanguard Integrity Professionals 2001 - 2003
Kaiser Permanente 2000 - 2001
Technologic Software Concepts 1997 - 2000
Ceridian (Systems Tax Service) 1996 - 1997
Home Savings of America 1981 - 1996
Skills
Network Administration, Quality Assurance, Continuous Improvement, Customer Service, Process Control, Networking, BMC Remedy, Business Analysis, Scheduling Tools, Management, Mainframe, Project Planning, Leadership, Analysis, Outsourcing, IT Management, Project Management, SDLC, Security, Vendor Management, ITIL, Unix, Network Systems, Disaster Recovery, System Administration, Lotus Notes, Technical Support, Data Center, Requirements Analysis, IT Operations, Business Process..., Integration, Testing, Process Improvement, Operations Management, Troubleshooting, Databases, Enterprise Software, Access, Microsoft Office, Software Documentation, Operating Systems, Visio, Risk Management, Team Leadership, Cross-functional Team..., SQL, Team Building, SharePoint, Windows
Education
Cypress College 2005 — 2007
Chaffey College 2003 — 2005
Cerritos College 2004 — 2004
Mt. San Antonio College 2004 — 2004
California State University-San Bernardino 2003 — 2003
Fullerton College 1996 — 1997
First Data Corporation / TransTech IT 2015 - Present
UnitedHealth Group / Contech Systems 2012 - 2014
Union Bank 2009 - 2012
Amcor Sunclipse 2004 - 2009
Warner Bros. Entertainment Group of Companies / Spherion 2003 - 2006
Vanguard Integrity Professionals 2001 - 2003
Kaiser Permanente 2000 - 2001
Technologic Software Concepts 1997 - 2000
Ceridian (Systems Tax Service) 1996 - 1997
Home Savings of America 1981 - 1996
Skills
Network Administration, Quality Assurance, Continuous Improvement, Customer Service, Process Control, Networking, BMC Remedy, Business Analysis, Scheduling Tools, Management, Mainframe, Project Planning, Leadership, Analysis, Outsourcing, IT Management, Project Management, SDLC, Security, Vendor Management, ITIL, Unix, Network Systems, Disaster Recovery, System Administration, Lotus Notes, Technical Support, Data Center, Requirements Analysis, IT Operations, Business Process..., Integration, Testing, Process Improvement, Operations Management, Troubleshooting, Databases, Enterprise Software, Access, Microsoft Office, Software Documentation, Operating Systems, Visio, Risk Management, Team Leadership, Cross-functional Team..., SQL, Team Building, SharePoint, Windows
Education
Cypress College 2005 — 2007
Chaffey College 2003 — 2005
Cerritos College 2004 — 2004
Mt. San Antonio College 2004 — 2004
California State University-San Bernardino 2003 — 2003
Fullerton College 1996 — 1997
Scott Hern Scott Hern's Union Bank Experience August 2013 - Present
Job Mortgage Consultant Associate at Union Bank
Industry Financial Services
Experience
Union Bank August 2013 - Present
Bank of America Home Loans July 2009 - August 2013
Home Savings Mortgage June 2003 - June 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, Credit, Residential Mortgages, VA loans, Banking, FHA financing, Consumer Lending
Education
California State University-Northridge 1985 — 1990
B.A., Communications
Union Bank August 2013 - Present
Bank of America Home Loans July 2009 - August 2013
Home Savings Mortgage June 2003 - June 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, Credit, Residential Mortgages, VA loans, Banking, FHA financing, Consumer Lending
Education
California State University-Northridge 1985 — 1990
B.A., Communications
Stephanie Shade Stephanie Shade's Union Bank Experience August 2008 - Present
Job Assistant Vice President, Senior Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank August 2008 - Present
First National Bank of Arizona January 2008 - August 2008
CalPERS August 2005 - June 2006
Skills
Event Management, New Business Development, Business Planning, Public Relations, Strategic Planning, Commercial Banking, Business Development, Real Estate, Small Business, Management, Customer Service, Budgets, Sales, Contract Negotiation, Sales Management, Leadership, Credit, Financial Analysis, Commercial Lending, Banking, Risk Management, Loans, Investments, Portfolio Management, Small Business Lending, Mortgage Lending, Treasury Management
Education
California State University-Sacramento 2002 — 2005
BA, Organizational Communications
Sierra College 1999 — 2002
Associate Degree, Business Marketing
Union Bank August 2008 - Present
First National Bank of Arizona January 2008 - August 2008
CalPERS August 2005 - June 2006
Skills
Event Management, New Business Development, Business Planning, Public Relations, Strategic Planning, Commercial Banking, Business Development, Real Estate, Small Business, Management, Customer Service, Budgets, Sales, Contract Negotiation, Sales Management, Leadership, Credit, Financial Analysis, Commercial Lending, Banking, Risk Management, Loans, Investments, Portfolio Management, Small Business Lending, Mortgage Lending, Treasury Management
Education
California State University-Sacramento 2002 — 2005
BA, Organizational Communications
Sierra College 1999 — 2002
Associate Degree, Business Marketing
Sebastian Beck's Union Bank Experience June 2010 - September 2013
Job Diversity at amazon
Industry Internet
Experience
Amazon May 2015 - Present
The Walt Disney Studios September 2013 - November 2014
Union Bank June 2010 - September 2013
Sony Electronics April 2008 - June 2010
Macy's West February 2006 - April 2008
Skills
Community Relations, Community Outreach, Community Development, Strategic Planning, Event Management, Program Management, Management, Social Media, Budgets, Employee Relations, Event Planning, Leadership, Policy, Training, Recruiting, Diversity & Inclusion, Strategic Communications, Analysis, Marketing, Project Planning, Employee Engagement, Sales, Negotiation, Staff Development, Organizational..., Strategy, Team Building, Human Resources, Coaching, Leadership Development, Performance Management, Onboarding, Talent Acquisition, Talent Management, Workforce Planning, Applicant Tracking..., Succession Planning
Education
California State University-Northridge 2003 — 2005
B.S. Degree, Business Administration, Marketing
Redland School
Redland School
Redland School
Amazon May 2015 - Present
The Walt Disney Studios September 2013 - November 2014
Union Bank June 2010 - September 2013
Sony Electronics April 2008 - June 2010
Macy's West February 2006 - April 2008
Skills
Community Relations, Community Outreach, Community Development, Strategic Planning, Event Management, Program Management, Management, Social Media, Budgets, Employee Relations, Event Planning, Leadership, Policy, Training, Recruiting, Diversity & Inclusion, Strategic Communications, Analysis, Marketing, Project Planning, Employee Engagement, Sales, Negotiation, Staff Development, Organizational..., Strategy, Team Building, Human Resources, Coaching, Leadership Development, Performance Management, Onboarding, Talent Acquisition, Talent Management, Workforce Planning, Applicant Tracking..., Succession Planning
Education
California State University-Northridge 2003 — 2005
B.S. Degree, Business Administration, Marketing
Redland School
Redland School
Redland School
Carlos Noriega Carlos Noriega's Union Bank Experience March 1995 - July 1997
Job Inside Sales Manager, Channel & Strategic Alliances at 8x8, Inc.
Industry Telecommunications
Experience
8x8, Inc. April 2013 - December 2013
icix November 2012 - 2013
ProExhibits August 2011 - October 2012
Text Cellutions June 2009 - July 2011
Synactive, Inc. April 2008 - April 2009
Synactive, Inc. January 2007 - March 2008
Synactive, Inc. November 2005 - December 2006
Marathon Products, Inc. September 1997 - September 2005
Union Bank March 1995 - July 1997
Skills
International Sales, Salesforce.com, Solution Selling, Social Media Marketing, Sales Presentations, SaaS, Software Industry, Cloud Computing, VoIP, Customer Centricity, Visual Storytelling, Thinking Outside The Box, Public Speaking, Software Sales, Passion for Success, Cold Calling Experience, Web 2.0, Scuba Diving, Baseball, CRM, Sales Operations, Customer Satisfaction
Education
San Francisco State University, College of Business
BS, Business Administration--Finance & Banking
Cañada College
Business Administration, AA
University of California, Berkeley 1997 — 1997
“Pricing for Profit", Selling Skills and Sales Operations, UC Extension Course
8x8, Inc. April 2013 - December 2013
icix November 2012 - 2013
ProExhibits August 2011 - October 2012
Text Cellutions June 2009 - July 2011
Synactive, Inc. April 2008 - April 2009
Synactive, Inc. January 2007 - March 2008
Synactive, Inc. November 2005 - December 2006
Marathon Products, Inc. September 1997 - September 2005
Union Bank March 1995 - July 1997
Skills
International Sales, Salesforce.com, Solution Selling, Social Media Marketing, Sales Presentations, SaaS, Software Industry, Cloud Computing, VoIP, Customer Centricity, Visual Storytelling, Thinking Outside The Box, Public Speaking, Software Sales, Passion for Success, Cold Calling Experience, Web 2.0, Scuba Diving, Baseball, CRM, Sales Operations, Customer Satisfaction
Education
San Francisco State University, College of Business
BS, Business Administration--Finance & Banking
Cañada College
Business Administration, AA
University of California, Berkeley 1997 — 1997
“Pricing for Profit", Selling Skills and Sales Operations, UC Extension Course
Narine Ibranosian Narine Ibranosian's Union Bank Experience March 2014 - Present
Job AVP, Sr. relationship Banking Manager at Union Bank
Industry Banking
Experience
Union Bank March 2014 - Present
Union Bank November 2009 - Present
Union Bank November 2009 - Present
JPMorgan Chase April 2009 - October 2009
Chase Bank April 2009 - October 2009
Countrywide October 2007 - February 2009
Countrywide Bank October 2007 - February 2009
Citi Financial December 2006 - October 2007
Village French Bakery June 2000 - August 2004
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Commercial Banking, Loans, Commercial Lending, Banking, Retail Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination
Education
Woodbury University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Northridge
B.A
California State University-Northridge
Woodbury University
M.B.A
Union Bank March 2014 - Present
Union Bank November 2009 - Present
Union Bank November 2009 - Present
JPMorgan Chase April 2009 - October 2009
Chase Bank April 2009 - October 2009
Countrywide October 2007 - February 2009
Countrywide Bank October 2007 - February 2009
Citi Financial December 2006 - October 2007
Village French Bakery June 2000 - August 2004
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Commercial Banking, Loans, Commercial Lending, Banking, Retail Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination
Education
Woodbury University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Northridge
B.A
California State University-Northridge
Woodbury University
M.B.A
Weston Fleischer Weston Fleischer's Union Bank Experience July 2014 - Present
Job Branch Manager at Union Bank
Industry Financial Services
Experience
Union Bank July 2014 - Present
Union Bank March 2008 - July 2014
Wells Fargo Bank March 2004 - March 2008
Skills
Small Business Lending, Credit, Banking, Portfolio Management, Investments, Sales, CRM, Financial Services, Loans, Small Business, Commercial Banking, Commercial Lending, Consumer Lending, Finance, Retail Banking, Mortgage Lending, Loan Origination, Lines Of Credit
Education
California State University-Sacramento 2004 — 2006
BS, Business
Sierra College 2001 — 2004
AA, Business
Union Bank July 2014 - Present
Union Bank March 2008 - July 2014
Wells Fargo Bank March 2004 - March 2008
Skills
Small Business Lending, Credit, Banking, Portfolio Management, Investments, Sales, CRM, Financial Services, Loans, Small Business, Commercial Banking, Commercial Lending, Consumer Lending, Finance, Retail Banking, Mortgage Lending, Loan Origination, Lines Of Credit
Education
California State University-Sacramento 2004 — 2006
BS, Business
Sierra College 2001 — 2004
AA, Business
Stella Ledvina's Union Bank Experience July 2012 - August 2013
Job State Farm Agent/ Owner
Industry Financial Services
Experience
State Farm September 2013 - Present
Union Bank July 2012 - August 2013
Union Bank April 2011 - July 2012
Union Bank October 2009 - March 2011
Bank of America January 2007 - September 2009
Skills
Banking, Sales, Home Equity Loans, Residential Mortgages, Mortgage Lending, Business Loans, Establishing New..., Long Term Relationship..., Building Business..., Commercial Lending, Business Lines, Series 6, Series 63, auto insurance, homeowners insurance, business insurance, Life Insurance, Life & Health Insurance..., Property & Casualty..., Disability Insurance, Umbrella Insurance, General Insurance, Deposits, Loans, Leadership, Customer Service, Microsoft Office, Marketing, Team Building, Finance, Marketing Strategy, Sales Management, Small Business, Financial Services, Strategic Planning, Retirement Planning, Management, Investments, Financial Planning, Portfolio Management, Underwriting, Fixed Annuities, Microsoft Word, Customer Retention, Negotiation, Social Networking, Accounting, Risk Management, Commercial Insurance, Health Insurance
Education
California State University-Northridge
Business Administration
State Farm September 2013 - Present
Union Bank July 2012 - August 2013
Union Bank April 2011 - July 2012
Union Bank October 2009 - March 2011
Bank of America January 2007 - September 2009
Skills
Banking, Sales, Home Equity Loans, Residential Mortgages, Mortgage Lending, Business Loans, Establishing New..., Long Term Relationship..., Building Business..., Commercial Lending, Business Lines, Series 6, Series 63, auto insurance, homeowners insurance, business insurance, Life Insurance, Life & Health Insurance..., Property & Casualty..., Disability Insurance, Umbrella Insurance, General Insurance, Deposits, Loans, Leadership, Customer Service, Microsoft Office, Marketing, Team Building, Finance, Marketing Strategy, Sales Management, Small Business, Financial Services, Strategic Planning, Retirement Planning, Management, Investments, Financial Planning, Portfolio Management, Underwriting, Fixed Annuities, Microsoft Word, Customer Retention, Negotiation, Social Networking, Accounting, Risk Management, Commercial Insurance, Health Insurance
Education
California State University-Northridge
Business Administration
T.J. McCree's Union Bank Experience March 1998 - March 2008
Job Team Leader, First Vice President
Industry Banking
Experience
Community Bank July 2013 - Present
Sunwest Bank February 2013 - July 2013
Wedbush Bank November 2011 - February 2013
Mutual of Omaha Bank March 2008 - November 2011
Union Bank March 1998 - March 2008
Wells Fargo Bank October 1995 - June 1998
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Sales Management, Strategic Financial..., Financial Analysis, Consumer Lending, Investments
Education
Cal State San Bernardino 2001 — 2002
MBA Candidate
Union Bank of California Commercial Credit Training 1998 — 2000
Commercial Credit Analysis, Credit Analysis
University of Redlands 1989 — 1994
Political Science, Government Policy
Community Bank July 2013 - Present
Sunwest Bank February 2013 - July 2013
Wedbush Bank November 2011 - February 2013
Mutual of Omaha Bank March 2008 - November 2011
Union Bank March 1998 - March 2008
Wells Fargo Bank October 1995 - June 1998
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Sales Management, Strategic Financial..., Financial Analysis, Consumer Lending, Investments
Education
Cal State San Bernardino 2001 — 2002
MBA Candidate
Union Bank of California Commercial Credit Training 1998 — 2000
Commercial Credit Analysis, Credit Analysis
University of Redlands 1989 — 1994
Political Science, Government Policy
Diana Mercurio Cunanan, CCP's Union Bank Experience April 2012 - March 2015
Job
Industry Human Resources
Experience
Pixar Animation Studios March 2015 - Present
Union Bank April 2012 - March 2015
Blue Shield of California March 2009 - April 2012
Visa Inc. January 2007 - March 2009
Visa Inc. December 2005 - December 2006
EMC Corporation February 2005 - November 2005
Kaiser Permanente September 2004 - February 2005
Charles Schwab Corporation March 1999 - September 2004
KPMG LLP November 1997 - March 1999
Wells Fargo Bank May 1993 - October 1997
Skills
Healthcare, Budgets, Training, Management, Program Management, Compensation Structure..., Onboarding, Applicant Tracking..., Compensation Structures, Human Resources, Process Improvement, Incentive Programs, Compensation & Benefit, Job Evaluation, HRIS, Recruiting, Leadership, Talent Acquisition, Employee Benefits, Employee Relations, Talent Management, Hiring
Education
California State University-Sacramento
BA
Pixar Animation Studios March 2015 - Present
Union Bank April 2012 - March 2015
Blue Shield of California March 2009 - April 2012
Visa Inc. January 2007 - March 2009
Visa Inc. December 2005 - December 2006
EMC Corporation February 2005 - November 2005
Kaiser Permanente September 2004 - February 2005
Charles Schwab Corporation March 1999 - September 2004
KPMG LLP November 1997 - March 1999
Wells Fargo Bank May 1993 - October 1997
Skills
Healthcare, Budgets, Training, Management, Program Management, Compensation Structure..., Onboarding, Applicant Tracking..., Compensation Structures, Human Resources, Process Improvement, Incentive Programs, Compensation & Benefit, Job Evaluation, HRIS, Recruiting, Leadership, Talent Acquisition, Employee Benefits, Employee Relations, Talent Management, Hiring
Education
California State University-Sacramento
BA
Jessica Loberstein's Union Bank Experience March 2006 - Present
Job Analyst / Ops & Data Quality Adminstrator
Industry Banking
Experience
Union Bank March 2006 - Present
Bank of the West January 2003 - February 2006
Skills
Executive Support, Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft PowerPoint, Quicken, Microsoft Publisher, Spreadsheets, Concur, Intralinks, Snag-It, Infoport (Cintas Vault), Filemaker Pro, Microsoft MapPoint 2013, Google Docs, Google Drive, Event Planning, Organizational Charts, File Management, Expense Management, Confidentiality, Lotus Notes, Notary Public, Travel Arrangements, Telephone Skills, Calendaring, Fax, Data Entry, Office Equipment, Social Media, Adobe Acrobat, Sales & Marketing..., Administrative..., Commercial Lending, Commercial Banking, Banking, Promoting, Executive..., Internet Explorer, Commercial Real Estate, Social Networking, Financial Analysis, Telepresence, Workday
Education
California University of Pennsylvania 1995 — 1996
University of Phoenix
Union Bank March 2006 - Present
Bank of the West January 2003 - February 2006
Skills
Executive Support, Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft PowerPoint, Quicken, Microsoft Publisher, Spreadsheets, Concur, Intralinks, Snag-It, Infoport (Cintas Vault), Filemaker Pro, Microsoft MapPoint 2013, Google Docs, Google Drive, Event Planning, Organizational Charts, File Management, Expense Management, Confidentiality, Lotus Notes, Notary Public, Travel Arrangements, Telephone Skills, Calendaring, Fax, Data Entry, Office Equipment, Social Media, Adobe Acrobat, Sales & Marketing..., Administrative..., Commercial Lending, Commercial Banking, Banking, Promoting, Executive..., Internet Explorer, Commercial Real Estate, Social Networking, Financial Analysis, Telepresence, Workday
Education
California University of Pennsylvania 1995 — 1996
University of Phoenix
Kerry Green-Julian's Union Bank Experience May 2008 - December 2013
Job Shared Services Professional
Industry Banking
Experience
Pacific Gas and Electric Company February 2015 - Present
Danville d'Elegance Foundation, for Parkison's research and patient care 2010 - Present
Union Bank May 2008 - December 2013
Charles Schwab July 1998 - August 2007
AT&T June 1984 - June 1998
Skills
Organizational..., Banking, Vendor Management, Financial Services, Relationship Management, Strategic Sourcing, Program Management, Portfolio Management, Mergers, Management, Negotiation, Strategy, Mergers & Acquisitions, Procurement, Contract Management, Enterprise Software, Telecommunications, Product Development, Sales Operations, Financial Management..., Risk Management, Sales, Outsourcing, Business Process..., Process Improvement, Cross-functional Team..., Leadership, Strategic Partnerships, Business Analysis, Strategic Planning, Business Strategy, Executive Management
Education
California State University-Sacramento 1981 — 1984
Bachelor of Science (B.S.), Business Administration
Pacific Gas and Electric Company February 2015 - Present
Danville d'Elegance Foundation, for Parkison's research and patient care 2010 - Present
Union Bank May 2008 - December 2013
Charles Schwab July 1998 - August 2007
AT&T June 1984 - June 1998
Skills
Organizational..., Banking, Vendor Management, Financial Services, Relationship Management, Strategic Sourcing, Program Management, Portfolio Management, Mergers, Management, Negotiation, Strategy, Mergers & Acquisitions, Procurement, Contract Management, Enterprise Software, Telecommunications, Product Development, Sales Operations, Financial Management..., Risk Management, Sales, Outsourcing, Business Process..., Process Improvement, Cross-functional Team..., Leadership, Strategic Partnerships, Business Analysis, Strategic Planning, Business Strategy, Executive Management
Education
California State University-Sacramento 1981 — 1984
Bachelor of Science (B.S.), Business Administration
Lorraine Stewart's Union Bank Experience May 2012 - December 2013
Job Vice President Mortgage at BECU
Industry Financial Services
Experience
BECU January 2014 - Present
Union Bank May 2012 - December 2013
Bank of America July 2011 - May 2012
Bank of America January 2011 - July 2011
Bank of America June 2008 - January 2011
WaMu February 1997 - May 2008
WaMu October 2004 - December 2007
WaMu October 2002 - October 2004
WaMu November 1999 - October 2002
WaMu April 1999 - November 1999
Skills
Operations Management, Relationship Management, Process Improvement, Cross-functional Team..., Risk Management, Program Management, Banking, Mortgage Banking, Management, Vendor Management, Leadership, Loan Origination, Loans, Training, Credit Analysis, Credit, Finance, Mortgage Lending, Business Development, Executive Management, Analysis, Business Process, Team Building, Consumer Lending, Financial Risk, Integration, Underwriting, Commercial Lending, Financial Services, Project Management, Small Business Lending, Refinance, Residential Mortgages, Strategic Planning, FHA, Loss Mitigation, Loan Servicing, Mortgage Underwriting, Portfolio Management, Credit Risk, VA loans, FHA financing, Operational Risk, VA Loans, FHA Financing
Education
California State University-Sacramento 1983 — 1985
Bachelor of Science, Business Administration/Human Resources Management
Allan Hancock College - Santa Maria, CA 1981 — 1983
Associate of Arts, Business Administration
BECU January 2014 - Present
Union Bank May 2012 - December 2013
Bank of America July 2011 - May 2012
Bank of America January 2011 - July 2011
Bank of America June 2008 - January 2011
WaMu February 1997 - May 2008
WaMu October 2004 - December 2007
WaMu October 2002 - October 2004
WaMu November 1999 - October 2002
WaMu April 1999 - November 1999
Skills
Operations Management, Relationship Management, Process Improvement, Cross-functional Team..., Risk Management, Program Management, Banking, Mortgage Banking, Management, Vendor Management, Leadership, Loan Origination, Loans, Training, Credit Analysis, Credit, Finance, Mortgage Lending, Business Development, Executive Management, Analysis, Business Process, Team Building, Consumer Lending, Financial Risk, Integration, Underwriting, Commercial Lending, Financial Services, Project Management, Small Business Lending, Refinance, Residential Mortgages, Strategic Planning, FHA, Loss Mitigation, Loan Servicing, Mortgage Underwriting, Portfolio Management, Credit Risk, VA loans, FHA financing, Operational Risk, VA Loans, FHA Financing
Education
California State University-Sacramento 1983 — 1985
Bachelor of Science, Business Administration/Human Resources Management
Allan Hancock College - Santa Maria, CA 1981 — 1983
Associate of Arts, Business Administration
Cindy Lindblom's Union Bank Experience April 2014 - September 2014
Job Contractor Compliance Consultant
Industry Financial Services
Experience
Wells Fargo October 2014 - December 2014
Union Bank April 2014 - September 2014
Sacramento City College January 2012 - April 2014
Wells Fargo July 2006 - March 2008
Providian Financial September 1992 - December 2005
Skills
Customer Service, Policy, Community Outreach, Public Speaking, Operations Management, Administration, Nonprofits, Editing, Research, Event Planning, Leadership, PowerPoint, Microsoft Word
Education
California State University-Sacramento 1980 — 1982
Diablo Valley College
Associate of Arts (A.A.), Journalism
Wells Fargo October 2014 - December 2014
Union Bank April 2014 - September 2014
Sacramento City College January 2012 - April 2014
Wells Fargo July 2006 - March 2008
Providian Financial September 1992 - December 2005
Skills
Customer Service, Policy, Community Outreach, Public Speaking, Operations Management, Administration, Nonprofits, Editing, Research, Event Planning, Leadership, PowerPoint, Microsoft Word
Education
California State University-Sacramento 1980 — 1982
Diablo Valley College
Associate of Arts (A.A.), Journalism
Jay Sandefur's Union Bank Experience June 2008 - Present
Job Asst. VP Treasury Funding, Union Bank of California
Industry Banking
Experience
Union Bank June 2008 - Present
Kinecta Federal Credit Union June 2003 - June 2008
The Golden 1 Credit Union 2001 - 2003
CalPERS January 2000 - September 2001
Skills
Funding, ALM, Fixed Income
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA, Finance
California State University-Sacramento 1999 — 2001
B.S., Finance
Union Bank June 2008 - Present
Kinecta Federal Credit Union June 2003 - June 2008
The Golden 1 Credit Union 2001 - 2003
CalPERS January 2000 - September 2001
Skills
Funding, ALM, Fixed Income
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA, Finance
California State University-Sacramento 1999 — 2001
B.S., Finance
Matthew Pielert's Union Bank Experience January 2003 - September 2007
Job Vice President, Senior Analyst at Columbia Threadneedle
Industry Investment Management
Experience
Columbia Threadneedle Investments, US September 2007 - Present
Union Bank January 2003 - September 2007
Citi 2001 - 2003
Bank of America 1999 - 2000
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Banking, Leveraged Finance, Commercial Banking, Finance, Investments, Portfolio Management
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Carnegie Mellon University 1989 — 1993
BS, Mechanical Engineering
Columbia Threadneedle Investments, US September 2007 - Present
Union Bank January 2003 - September 2007
Citi 2001 - 2003
Bank of America 1999 - 2000
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Banking, Leveraged Finance, Commercial Banking, Finance, Investments, Portfolio Management
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Carnegie Mellon University 1989 — 1993
BS, Mechanical Engineering
Karen McManus's Union Bank Experience October 1986 - March 1994
Job Area Territory Manager at Caterpillar Financial Services Corporation
Industry Financial Services
Experience
Caterpillar Financial Services Corporation November 2003 - Present
US Bank April 1994 - November 2003
Union Bank October 1986 - March 1994
Skills
Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Banking, Portfolio Management, Credit Risk, New Business Development, Sales Management, Business Relationship..., Sales, Business Development, Risk Management, Finance, Relationship Management, Training
Education
California State University-Sacramento 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Real Estate
Caterpillar Financial Services Corporation November 2003 - Present
US Bank April 1994 - November 2003
Union Bank October 1986 - March 1994
Skills
Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Banking, Portfolio Management, Credit Risk, New Business Development, Sales Management, Business Relationship..., Sales, Business Development, Risk Management, Finance, Relationship Management, Training
Education
California State University-Sacramento 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Real Estate
Rita Bouhebent, CPA's Union Bank Experience September 2014 - Present
Job Director Head of Operations Accounting for L&AF at Union Bank
Industry Banking
Experience
Union Bank September 2014 - Present
Independent Consultant June 2011 - June 2014
Financial Technologies Solutions International, Inc. January 2010 - May 2011
FTSI, Inc January 2010 - May 2011
countrywide 2003 - 2008
First Entertainment Credit Union April 2003 - February 2005
DreamWorks Animation 1999 - 2000
Dreamworks 1998 - 1999
Skills
Banking, Cash Management, SOX, Financial Analysis, Budgeting, Contract Negotiation, Month End Close, Financial Modeling, Strategic Planning, Audit, Process Improvement, System Conversion, Auditing, Finance, Management, Accounting, Leadership, Internal Controls, Financial Reporting, Corporate Finance, Budgets, Analysis, Change Management, Risk Management, Sarbanes-Oxley Act
Education
California State University-Northridge 1992 — 1995
BS, Business Administration - Accounting
Union Bank September 2014 - Present
Independent Consultant June 2011 - June 2014
Financial Technologies Solutions International, Inc. January 2010 - May 2011
FTSI, Inc January 2010 - May 2011
countrywide 2003 - 2008
First Entertainment Credit Union April 2003 - February 2005
DreamWorks Animation 1999 - 2000
Dreamworks 1998 - 1999
Skills
Banking, Cash Management, SOX, Financial Analysis, Budgeting, Contract Negotiation, Month End Close, Financial Modeling, Strategic Planning, Audit, Process Improvement, System Conversion, Auditing, Finance, Management, Accounting, Leadership, Internal Controls, Financial Reporting, Corporate Finance, Budgets, Analysis, Change Management, Risk Management, Sarbanes-Oxley Act
Education
California State University-Northridge 1992 — 1995
BS, Business Administration - Accounting
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
Patrick Mariano's Union Bank Experience 1996 - 1998
Job Teacher/Assistant Athletic Director at Los Angeles Unified School District
Industry Education Management
Experience
Los Angeles Unified School District 2001 - Present
Franchise Tax Board 1998 - 2001
Health Solutions 1998 - 1998
Union Bank 1996 - 1998
Aztec Shops LTD 1994 - 1996
Skills
Educational Leadership, K-12, Classroom Management, Differentiated..., Classroom, Curriculum Development, Lesson Planning, Special Education, Tutoring, Teacher Training, Instructional Technology, Educational Technology, Language Arts, Elementary Education, Literacy, Curriculum Design, Public Speaking, Teaching
Education
California State University-Northridge
Teaching Credential, Business Education
San Diego State University-California State University
BS, Accounting
Los Angeles Unified School District 2001 - Present
Franchise Tax Board 1998 - 2001
Health Solutions 1998 - 1998
Union Bank 1996 - 1998
Aztec Shops LTD 1994 - 1996
Skills
Educational Leadership, K-12, Classroom Management, Differentiated..., Classroom, Curriculum Development, Lesson Planning, Special Education, Tutoring, Teacher Training, Instructional Technology, Educational Technology, Language Arts, Elementary Education, Literacy, Curriculum Design, Public Speaking, Teaching
Education
California State University-Northridge
Teaching Credential, Business Education
San Diego State University-California State University
BS, Accounting
Nikki Affinito's Union Bank Experience August 2003 - Present
Job Vice President and Senior Regional Account Executive at Union Bank
Industry Banking
Experience
Union Bank August 2003 - Present
Union Bank August 2003 - Present
Engineering Utility Contractors Association January 2010 - January 2012
Union Bank August 2003 - January 2012
Union Bank August 2003 - January 2010
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Treasury Management, Banking, Loans, Real Estate, Sales, Financial Analysis, Underwriting, Sales Management, Property Management, Management, Negotiation, Customer Service, Leadership, Asset Management, Credit, Relationship Management, Small Business Lending, Budgets, Cash Management, Commercial Real Estate, Portfolio Management, Financial Services, Analysis
Education
California State University-Sacramento 1976 — 1979
BS, Communications, Business minor
Union Bank August 2003 - Present
Union Bank August 2003 - Present
Engineering Utility Contractors Association January 2010 - January 2012
Union Bank August 2003 - January 2012
Union Bank August 2003 - January 2010
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Treasury Management, Banking, Loans, Real Estate, Sales, Financial Analysis, Underwriting, Sales Management, Property Management, Management, Negotiation, Customer Service, Leadership, Asset Management, Credit, Relationship Management, Small Business Lending, Budgets, Cash Management, Commercial Real Estate, Portfolio Management, Financial Services, Analysis
Education
California State University-Sacramento 1976 — 1979
BS, Communications, Business minor
Kristina Abelovski's Union Bank Experience July 2007 - November 2008
Job Accounting Associate
Industry Public Relations and Communications
Experience
J Public Relations January 2015 - Present
Rose International August 2012 - February 2014
Nordstrom June 2011 - June 2012
H H Retail Group November 2008 - May 2011
Union Bank July 2007 - November 2008
Skills
Sales, Customer Service, Management, Leadership, Microsoft Excel, Employee Relations, Microsoft Word, Inventory Management, Team Building, Recruiting, Interviews, Resource Allocation, Reporting & Analysis, IT Project..., Project Documentation, Clarity, Handle Confidential..., Project Management, Business Analysis, SDLC, Training, Human Resources, Microsoft Office, Time Management, Sourcing
Education
California State University-San Marcos - College of Business Administration 2001 — 2008
Bachelors of Science, Business Administration, Accounting
James Madison High School 1997 — 2001
J Public Relations January 2015 - Present
Rose International August 2012 - February 2014
Nordstrom June 2011 - June 2012
H H Retail Group November 2008 - May 2011
Union Bank July 2007 - November 2008
Skills
Sales, Customer Service, Management, Leadership, Microsoft Excel, Employee Relations, Microsoft Word, Inventory Management, Team Building, Recruiting, Interviews, Resource Allocation, Reporting & Analysis, IT Project..., Project Documentation, Clarity, Handle Confidential..., Project Management, Business Analysis, SDLC, Training, Human Resources, Microsoft Office, Time Management, Sourcing
Education
California State University-San Marcos - College of Business Administration 2001 — 2008
Bachelors of Science, Business Administration, Accounting
James Madison High School 1997 — 2001
Sophia Castelo's Union Bank Experience July 2013 - Present
Job Portfolio Risk Consultant at Union Bank
Industry Banking
Experience
Union Bank July 2013 - Present
Federal Reserve Board June 2009 - July 2013
Evans Incorporated July 2006 - April 2008
Skills
Policy, Statistics, Forecasting, Financial Reporting, Financial Management, Policy Analysis, Managerial Finance, Data Analysis, Economics, Finance, Public Policy, Research, Financial Analysis, Government, Stata, Analysis
Education
Carnegie Mellon University 2008 — 2009
MS, Public Policy and Management, 3.72 GPA
Stanford University 2001 — 2005
BA, Public Policy, Program Honors
Union Bank July 2013 - Present
Federal Reserve Board June 2009 - July 2013
Evans Incorporated July 2006 - April 2008
Skills
Policy, Statistics, Forecasting, Financial Reporting, Financial Management, Policy Analysis, Managerial Finance, Data Analysis, Economics, Finance, Public Policy, Research, Financial Analysis, Government, Stata, Analysis
Education
Carnegie Mellon University 2008 — 2009
MS, Public Policy and Management, 3.72 GPA
Stanford University 2001 — 2005
BA, Public Policy, Program Honors
Tony S. Wang's Union Bank Experience June 2010 - Present
Job FTP Policy & Analytics Manager at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
JP Morgan Chase (WaMu) 2008 - 2009
Washington Mutual 2005 - 2007
Washington Mutual 2002 - 2005
MEMC 1995 - 2001
Skills
Credit Risk, Banking, ALM, Financial Modeling, Market Risk, Valuation, Portfolio Management, Financial Analysis, Financial Risk, Derivatives, Fixed Income, Risk Management, Analytics, Treasury Management
Education
University of Toronto - Rotman School of Management 1992 — 1994
MBA, Finance
Carleton University
M.A., Economics & Public Policy
Shanghai International Studies University
B.A.
Union Bank June 2010 - Present
JP Morgan Chase (WaMu) 2008 - 2009
Washington Mutual 2005 - 2007
Washington Mutual 2002 - 2005
MEMC 1995 - 2001
Skills
Credit Risk, Banking, ALM, Financial Modeling, Market Risk, Valuation, Portfolio Management, Financial Analysis, Financial Risk, Derivatives, Fixed Income, Risk Management, Analytics, Treasury Management
Education
University of Toronto - Rotman School of Management 1992 — 1994
MBA, Finance
Carleton University
M.A., Economics & Public Policy
Shanghai International Studies University
B.A.
Heather Jeppeson's Union Bank Experience September 2010 - Present
Job BSA Specialist at Union Bank
Industry Banking
Experience
Union Bank September 2010 - Present
Union Bank of California February 2004 - September 2010
Crate & Barrel April 2000 - January 2004
Education
California State University-Sacramento 1998 — 2000
Bachelor of Science, Business Administration, Marketing emphasis
Union Bank September 2010 - Present
Union Bank of California February 2004 - September 2010
Crate & Barrel April 2000 - January 2004
Education
California State University-Sacramento 1998 — 2000
Bachelor of Science, Business Administration, Marketing emphasis
Mark Schwan's Union Bank Experience April 2012 - August 2014
Job Vice President/Business Banking Officer at Bank of the West
Industry Banking
Experience
Bank of the West September 2014 - Present
Union Bank April 2012 - August 2014
First Citizens Bank 2009 - April 2012
Wells Fargo 2008 - 2009
GE Commercial Finance March 2007 - December 2008
Skills
Commercial Lending, SBA, Loans, Underwriting, Commercial Real Estate, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Real Estate Financing, Credit Analysis, Real Estate, Small Business Lending, Treasury Management, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Consumer Lending, Finance, Construction Loans, Loan Origination, Credit Risk, Cash Flow Lending, SBA 504, Cash Management, Cross Selling, Financial Structuring, Refinance, Relationship Management
Education
CSU Sacramento
BS, Finance
Bank of the West September 2014 - Present
Union Bank April 2012 - August 2014
First Citizens Bank 2009 - April 2012
Wells Fargo 2008 - 2009
GE Commercial Finance March 2007 - December 2008
Skills
Commercial Lending, SBA, Loans, Underwriting, Commercial Real Estate, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Real Estate Financing, Credit Analysis, Real Estate, Small Business Lending, Treasury Management, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Consumer Lending, Finance, Construction Loans, Loan Origination, Credit Risk, Cash Flow Lending, SBA 504, Cash Management, Cross Selling, Financial Structuring, Refinance, Relationship Management
Education
CSU Sacramento
BS, Finance
Deborah Pippin's Union Bank Experience 2011 - 2013
Job Acting COO at Bioenergy Start Up
Industry Banking
Experience
Bio Energy Start- Up 2014 - Present
Union Bank 2011 - 2013
JP Morgan Chase 2010 - 2011
Bank of America 2004 - 2009
Greater Bay Bank 2002 - 2004
Bank of America 1999 - 2001
The Pacific Bank, NA 1993 - 1999
Skills
Training, Leadership, Business Development, Banking, Commercial Banking, Small Business, Financial Services, Credit, Sales, Marketing, Finance, Small Business Lending, Credit Analysis, Mortgage Lending, SBA, Loan Origination, Commercial Lending, Financial Risk, Loans, Underwriting, Treasury Management, Lines Of Credit, Asset Based Lending
Education
California State University-Sacramento
BS, Business Administration, Double Major in Management and Marketing
Bio Energy Start- Up 2014 - Present
Union Bank 2011 - 2013
JP Morgan Chase 2010 - 2011
Bank of America 2004 - 2009
Greater Bay Bank 2002 - 2004
Bank of America 1999 - 2001
The Pacific Bank, NA 1993 - 1999
Skills
Training, Leadership, Business Development, Banking, Commercial Banking, Small Business, Financial Services, Credit, Sales, Marketing, Finance, Small Business Lending, Credit Analysis, Mortgage Lending, SBA, Loan Origination, Commercial Lending, Financial Risk, Loans, Underwriting, Treasury Management, Lines Of Credit, Asset Based Lending
Education
California State University-Sacramento
BS, Business Administration, Double Major in Management and Marketing
Lee Kusumoto's Union Bank Experience April 1975 - Present
Job Retired Vice President at Union Bank
Industry Banking
Experience
Union Bank April 1975 - Present
Education
Pacific Coast Banking School 2002 — 2004
Banking
California State University-Sacramento 1972 — 1974
BA, History
Union Bank April 1975 - Present
Education
Pacific Coast Banking School 2002 — 2004
Banking
California State University-Sacramento 1972 — 1974
BA, History
Ranjeev Hira's Union Bank Experience November 2009 - July 2013
Job Registered Client Services Associate
Industry Financial Services
Experience
UBS Financial Services Inc. July 2014 - Present
Wells Fargo Home Mortgage July 2013 - June 2014
UnionBanc Investment Services September 2010 - July 2013
Union Bank November 2009 - July 2013
Education
California State University-Sacramento 2005 — 2008
Bachelors, Economics
UBS Financial Services Inc. July 2014 - Present
Wells Fargo Home Mortgage July 2013 - June 2014
UnionBanc Investment Services September 2010 - July 2013
Union Bank November 2009 - July 2013
Education
California State University-Sacramento 2005 — 2008
Bachelors, Economics
shreekal singh's Union Bank Experience August 2013 - Present
Job Sr. Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank August 2013 - Present
Citi December 2009 - February 2013
Citibank November 2004 - June 2009
UBS Financial Services December 2008 - May 2009
Wells Fargo Bank October 2001 - June 2004
Skills
Sales, Public Speaking, Training, Financial Analysis, Microsoft Word, Banking, Customer Service, Financial Modeling, Customer Engagement, PowerPoint, Microsoft Excel, Sales Presentations, New Business Development, Business Strategy, Small Business, Home Equity Loans, Residential Mortgages, Commercial Mortgages, Finance, Financial Statements, Client Development, Long-term Customer...
Education
California State University-Northridge 2005 — 2009
Bachelor of Science, Finance, Finance, General
Union Bank August 2013 - Present
Citi December 2009 - February 2013
Citibank November 2004 - June 2009
UBS Financial Services December 2008 - May 2009
Wells Fargo Bank October 2001 - June 2004
Skills
Sales, Public Speaking, Training, Financial Analysis, Microsoft Word, Banking, Customer Service, Financial Modeling, Customer Engagement, PowerPoint, Microsoft Excel, Sales Presentations, New Business Development, Business Strategy, Small Business, Home Equity Loans, Residential Mortgages, Commercial Mortgages, Finance, Financial Statements, Client Development, Long-term Customer...
Education
California State University-Northridge 2005 — 2009
Bachelor of Science, Finance, Finance, General
Vahid Asgharian's Union Bank Experience February 2002 - Present
Job SVP, Group Technology Manager at Union Bank
Industry Banking
Experience
Union Bank February 2002 - Present
PwC Consulting January 1996 - November 2001
Sanwa Bank April 1994 - December 1995
Bechtel Corporation 1993 - 1994
Skills
Microsoft Excel, Financial Analysis, Business Analysis, Portfolio Management, Microsoft Word, PowerPoint, Business Strategy, Information Technology, Project Management, ERP Implementation..., Finance
Education
California State University-Northridge
Bachelor of Science (B.S.), Electrical and Electronics Engineering
UCLA
Union Bank February 2002 - Present
PwC Consulting January 1996 - November 2001
Sanwa Bank April 1994 - December 1995
Bechtel Corporation 1993 - 1994
Skills
Microsoft Excel, Financial Analysis, Business Analysis, Portfolio Management, Microsoft Word, PowerPoint, Business Strategy, Information Technology, Project Management, ERP Implementation..., Finance
Education
California State University-Northridge
Bachelor of Science (B.S.), Electrical and Electronics Engineering
UCLA
Sean Gottlieb's Union Bank Experience October 2010 - Present
Job Vice President Credit Policy and Procedure Officer at Union Bank
Industry Banking
Experience
Union Bank October 2010 - Present
JPMorgan Chase 2008 - 2009
Washington Mutual 2005 - 2009
Providian Financial 1996 - 2005
Education
California State University-Sacramento
BA
Union Bank October 2010 - Present
JPMorgan Chase 2008 - 2009
Washington Mutual 2005 - 2009
Providian Financial 1996 - 2005
Education
California State University-Sacramento
BA
Ramela Tehrani's Union Bank Experience June 2013 - Present
Job Senior Mortgage Consultant Associate at Union Bank
Industry Banking
Experience
Union Bank June 2013 - Present
Union Bank December 2010 - June 2013
Union Bank June 2009 - December 2010
Union Bank March 2008 - June 2009
TJ Maxx September 2000 - October 2005
Skills
Customer Service, Microsoft Word, Banking, Microsoft Excel, Event Planning, Microsoft Office, Outlook, Access, Account Management, Administrative..., Advertising, Calendaring, Concur, Data Analysis, Confidentiality, Data Entry, Deposits, Executive..., Filing, Lotus Notes, Finance, Team Building
Education
California State University-Northridge
Bachelors of Arts, Psychology
Granada Hills Charter High School
High School
Union Bank June 2013 - Present
Union Bank December 2010 - June 2013
Union Bank June 2009 - December 2010
Union Bank March 2008 - June 2009
TJ Maxx September 2000 - October 2005
Skills
Customer Service, Microsoft Word, Banking, Microsoft Excel, Event Planning, Microsoft Office, Outlook, Access, Account Management, Administrative..., Advertising, Calendaring, Concur, Data Analysis, Confidentiality, Data Entry, Deposits, Executive..., Filing, Lotus Notes, Finance, Team Building
Education
California State University-Northridge
Bachelors of Arts, Psychology
Granada Hills Charter High School
High School
Kevin Choi's Union Bank Experience April 2009 - August 2011
Job Head of Liquidity Management, AIG Life Companies
Industry Insurance
Experience
AIG May 2013 - Present
Wells Fargo August 2011 - May 2013
Union Bank April 2009 - August 2011
Bank of America December 2001 - April 2009
PNC April 1997 - May 2000
Skills
Risk Management, Underwriting, Financial Risk, Capital Markets, Fixed Income, Investments, Financial Analysis, Financial Services, Treasury Management, Wealth Management, Financial Modeling, Asset Management, Investment Management, Leadership
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.)
AIG May 2013 - Present
Wells Fargo August 2011 - May 2013
Union Bank April 2009 - August 2011
Bank of America December 2001 - April 2009
PNC April 1997 - May 2000
Skills
Risk Management, Underwriting, Financial Risk, Capital Markets, Fixed Income, Investments, Financial Analysis, Financial Services, Treasury Management, Wealth Management, Financial Modeling, Asset Management, Investment Management, Leadership
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.)
Ranette Douglas's Union Bank Experience January 2009 - Present
Job Treasury Management Consultant at Union Bank
Industry Banking
Experience
Union Bank January 2009 - Present
City National Bank October 2004 - January 2009
Washington Mutual Bank January 2002 - October 2004
Skills
Commercial Banking, Treasury Management, Cash Management, Commercial Lending, ACH, Credit, Small Business Lending, Relationship Management, Banking, Portfolio Management, Payments, Risk Management, Loans
Education
California State University-Northridge 1992 — 1998
Bachelor of Science (BS), Marketing
Union Bank January 2009 - Present
City National Bank October 2004 - January 2009
Washington Mutual Bank January 2002 - October 2004
Skills
Commercial Banking, Treasury Management, Cash Management, Commercial Lending, ACH, Credit, Small Business Lending, Relationship Management, Banking, Portfolio Management, Payments, Risk Management, Loans
Education
California State University-Northridge 1992 — 1998
Bachelor of Science (BS), Marketing
Maxim Savchenko's Union Bank Experience January 2005 - December 2006
Job Happily employed at ADP
Industry Accounting
Experience
ADP April 2012 - Present
RemX Specialty Staffing September 2011 - April 2012
Banco Popular North America March 2007 - March 2011
Union Bank January 2005 - December 2006
US Bank January 2003 - December 2005
Skills
Permanent Placement, Direct Recruiting, Staffing Industry, Candidate Generation, Temporary Staffing, Recruitment/Retention, Time Management, Industrial Sector, Sales, Banking, Finance, Recruiting, Strategic Partnerships, Temporary Placement, Business Development, Human Resources, Leadership
Education
El Dorado High School
Career College of California
Business
Fullerton College
Computer Information Systems and Business Marketing/Management
ADP April 2012 - Present
RemX Specialty Staffing September 2011 - April 2012
Banco Popular North America March 2007 - March 2011
Union Bank January 2005 - December 2006
US Bank January 2003 - December 2005
Skills
Permanent Placement, Direct Recruiting, Staffing Industry, Candidate Generation, Temporary Staffing, Recruitment/Retention, Time Management, Industrial Sector, Sales, Banking, Finance, Recruiting, Strategic Partnerships, Temporary Placement, Business Development, Human Resources, Leadership
Education
El Dorado High School
Career College of California
Business
Fullerton College
Computer Information Systems and Business Marketing/Management
Anthony Esquibel's Union Bank Experience May 2013 - Present
Job Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank May 2013 - Present
Skills
Microsoft Office, Strategic Financial..., Microsoft Excel, Retirement Planning, Finance, Customer Service
Education
California Western School of Law 2014 — 2017
Juris Doctor (J.D.), 1L
University of San Diego 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Union Bank May 2013 - Present
Skills
Microsoft Office, Strategic Financial..., Microsoft Excel, Retirement Planning, Finance, Customer Service
Education
California Western School of Law 2014 — 2017
Juris Doctor (J.D.), 1L
University of San Diego 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Steven Goldman,CFP®'s Union Bank Experience 2011 - May 2014
Job Associate Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
Union Bank 2011 - May 2014
Wells Fargo 2008 - 2011
Wells Fargo 2006 - 2008
Skills
Banking, Portfolio Management, Loans, Wealth Preservation..., Wealth Tec, Microsoft Office, Finanical Planning, Wealth Management..., Estate Planning, Insurance, Strategic Financial...
Education
Golden Gate University 2012 — 2015
Master of Science (M.S.), Taxation
College for Financial Planning 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
California State University-San Bernardino 2004 — 2005
Bachelor of Arts (B.A.), Business Adminstration/Finance
UBS Wealth Management June 2014 - Present
Union Bank 2011 - May 2014
Wells Fargo 2008 - 2011
Wells Fargo 2006 - 2008
Skills
Banking, Portfolio Management, Loans, Wealth Preservation..., Wealth Tec, Microsoft Office, Finanical Planning, Wealth Management..., Estate Planning, Insurance, Strategic Financial...
Education
Golden Gate University 2012 — 2015
Master of Science (M.S.), Taxation
College for Financial Planning 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
California State University-San Bernardino 2004 — 2005
Bachelor of Arts (B.A.), Business Adminstration/Finance
Roswell Aquino's Union Bank Experience March 2003 - May 2008
Job Accounts Payable Coordinator at Diamond Foods Inc
Industry Food Production
Experience
Diamond Foods Inc March 2010 - Present
National Credit Acceptance Inc May 2008 - May 2009
Union Bank March 2003 - May 2008
Skills
Inventory Management, Accounts Payable, Process Improvement, Financial Analysis, Internal Controls
Education
CSU Sacramento 2002 — 2005
Bachelors of Science, Business Administration, Accounting
San Joaquin Delta College 1999 — 2002
Associate of Arts (A.A.), Business Administration
Diamond Foods Inc March 2010 - Present
National Credit Acceptance Inc May 2008 - May 2009
Union Bank March 2003 - May 2008
Skills
Inventory Management, Accounts Payable, Process Improvement, Financial Analysis, Internal Controls
Education
CSU Sacramento 2002 — 2005
Bachelors of Science, Business Administration, Accounting
San Joaquin Delta College 1999 — 2002
Associate of Arts (A.A.), Business Administration
Son Lam, RN's Union Bank Experience September 2007 - January 2012
Job Intermediate Care Telemetry Unit
Industry Hospital & Health Care
Experience
O'Connor Hospital October 2014 - Present
Senior Practicum: VA Palo Alto November 2013 - December 2013
Union Bank September 2007 - January 2012
UPS Supply Chain Solutions July 2006 - September 2007
Skills
Nursing, Healthcare, Hospitals, BLS, Patient Safety, ACLS, Cpr Certified, Patient Education, Medical/Surgical, Medication..., Microsoft Office, Customer Service
Education
Evergreen Valley College 2011 — 2013
Associate of Science in Nursing, Registered Nursing/Registered Nurse
San Jose City College 2009 — 2011
California State University-Sacramento 2006 — 2008
O'Connor Hospital October 2014 - Present
Senior Practicum: VA Palo Alto November 2013 - December 2013
Union Bank September 2007 - January 2012
UPS Supply Chain Solutions July 2006 - September 2007
Skills
Nursing, Healthcare, Hospitals, BLS, Patient Safety, ACLS, Cpr Certified, Patient Education, Medical/Surgical, Medication..., Microsoft Office, Customer Service
Education
Evergreen Valley College 2011 — 2013
Associate of Science in Nursing, Registered Nursing/Registered Nurse
San Jose City College 2009 — 2011
California State University-Sacramento 2006 — 2008
Roddy Yamachika, CFA's Union Bank Experience February 2013 - Present
Job Vice President, Financial Manager, Advanced Approach Pillar II Stress Test
Industry Banking
Experience
Union Bank February 2013 - Present
Union Bank January 2012 - February 2013
Union Bank December 2006 - January 2012
Skills
Finance, Stress Testing, CCAR, Hyperion, Trading, Corporate Finance, Risk Management
Education
California State University-Northridge 2007 — 2009
Master of Business Administration (MBA), Finance
Louisiana State University
Bachelor of Arts (BA)
Union Bank February 2013 - Present
Union Bank January 2012 - February 2013
Union Bank December 2006 - January 2012
Skills
Finance, Stress Testing, CCAR, Hyperion, Trading, Corporate Finance, Risk Management
Education
California State University-Northridge 2007 — 2009
Master of Business Administration (MBA), Finance
Louisiana State University
Bachelor of Arts (BA)
Narineh Amirian's Union Bank Experience December 2012 - June 2014
Job Business Banker at First Citizens Bank
Industry Commercial Real Estate
Experience
First Citizens Bank August 2014 - Present
Union Bank December 2012 - June 2014
Wells Fargo Bank March 2009 - December 2011
Wells Fargo December 2002 - February 2009
Skills
Commercial Real Estate..., Treasury Management, Credit Risk, Financial Risk, Credit Analysis, Risk Management, Banking, Small Business Lending
Education
California State University-Northridge 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
First Citizens Bank August 2014 - Present
Union Bank December 2012 - June 2014
Wells Fargo Bank March 2009 - December 2011
Wells Fargo December 2002 - February 2009
Skills
Commercial Real Estate..., Treasury Management, Credit Risk, Financial Risk, Credit Analysis, Risk Management, Banking, Small Business Lending
Education
California State University-Northridge 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Cathy Wolff's Union Bank Experience November 2009 - Present
Job Retired at Union Bank
Industry Banking
Experience
Union Bank November 2009 - Present
Union Bank October 1999 - November 2009
Union Bank 1994 - September 1999
Skills
Consumer Lending, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Credit Risk, Loans, Commercial Banking, Banking, Credit
Education
California State University-Sacramento 1974 — 1976
Bachelor of Arts (B.A.), Elementary Education and Teaching
Diablo Valley College 1972 — 1974
Associate of Arts (A.A.), Elementary Education and Teaching
Union Bank November 2009 - Present
Union Bank October 1999 - November 2009
Union Bank 1994 - September 1999
Skills
Consumer Lending, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Credit Risk, Loans, Commercial Banking, Banking, Credit
Education
California State University-Sacramento 1974 — 1976
Bachelor of Arts (B.A.), Elementary Education and Teaching
Diablo Valley College 1972 — 1974
Associate of Arts (A.A.), Elementary Education and Teaching
Erin Coster's Union Bank Experience 2012 - Present
Job Branch Service Manager at Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Union Bank February 2009 - October 2012
Union Bank December 2007 - February 2009
Arrowhead Credit Union December 2004 - December 2007
Skills
Branch Banking, Risk Management, Financial Services, Retail Banking, Management, Banking, Cross Selling
Education
National University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-San Bernardino
Bachelors Degree in Liberal Studies with an emphasis in Human Development, Elementary Education and Teaching
Union Bank 2012 - Present
Union Bank February 2009 - October 2012
Union Bank December 2007 - February 2009
Arrowhead Credit Union December 2004 - December 2007
Skills
Branch Banking, Risk Management, Financial Services, Retail Banking, Management, Banking, Cross Selling
Education
National University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-San Bernardino
Bachelors Degree in Liberal Studies with an emphasis in Human Development, Elementary Education and Teaching
Brad Luna's Union Bank Experience May 2015 - Present
Job Underwriter at Union Bank
Industry Banking
Experience
Union Bank May 2015 - Present
Union Bank December 2011 - May 2015
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Banking, Credit
Education
California State University-Sacramento
Union Bank May 2015 - Present
Union Bank December 2011 - May 2015
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Banking, Credit
Education
California State University-Sacramento
James Albornoz's Union Bank Experience October 2013 - March 2014
Job Commercial Loan Specialist at MUFG Americas
Industry Banking
Experience
MUFG Americas March 2013 - Present
Union Bank October 2013 - March 2014
Union Bank June 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Banking, Public Speaking, Leadership, Research, Management, Commercial Loans
Education
University of La Verne 2015 — 2016
Master of Business Administration (MBA), Finance, General
California State University-San Bernardino 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Finance
MUFG Americas March 2013 - Present
Union Bank October 2013 - March 2014
Union Bank June 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Banking, Public Speaking, Leadership, Research, Management, Commercial Loans
Education
University of La Verne 2015 — 2016
Master of Business Administration (MBA), Finance, General
California State University-San Bernardino 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Finance
Chelsea Hogue's Union Bank Experience January 2013 - October 2013
Job Administrative Assistant at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2013 - Present
Union Bank January 2013 - October 2013
Wells Fargo November 2011 - January 2013
Education
California State University-Sacramento 2009 — 2011
Bachelor of Arts (BA), History
Monterey Peninsula College 2006 — 2009
AA, Liberal Arts and Sciences/Liberal Studies
First Republic Bank October 2013 - Present
Union Bank January 2013 - October 2013
Wells Fargo November 2011 - January 2013
Education
California State University-Sacramento 2009 — 2011
Bachelor of Arts (BA), History
Monterey Peninsula College 2006 — 2009
AA, Liberal Arts and Sciences/Liberal Studies
cynthia cuellar's Union Bank Experience 2007 - 2009
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
Golden 1 Credit Union 2009 - 2012
Union Bank 2007 - 2009
Skills
Employee Benefits, Small Business, Retirement Planning, Life Insurance, Term Life Insurance, Permanent Life Insurance, Finance, Accounting
Education
California State University-Sacramento
Las Positas College
Associate of Arts (A.A.)
New York Life Insurance Company December 2012 - Present
Golden 1 Credit Union 2009 - 2012
Union Bank 2007 - 2009
Skills
Employee Benefits, Small Business, Retirement Planning, Life Insurance, Term Life Insurance, Permanent Life Insurance, Finance, Accounting
Education
California State University-Sacramento
Las Positas College
Associate of Arts (A.A.)
Nadine Rosenthal's Union Bank Experience 1983 - 1984
Job Freelance Blogger
Industry Food & Beverages
Experience
You Little Tarte.com October 2010 - Present
Wells Fargo Bank 1984 - 1995
Union Bank 1983 - 1984
Education
California State University-Northridge
Bachelor's Degree
You Little Tarte.com October 2010 - Present
Wells Fargo Bank 1984 - 1995
Union Bank 1983 - 1984
Education
California State University-Northridge
Bachelor's Degree