MUFG Union Bank
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Customer service: 1 (800) 238-4486 Credit card support: 1 (888) 642-3311 Headquarters: New York City, NY Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016)
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MUFG Union Bank Employees
Deloitte 2015 - Present
PwC Advisory 2014 - 2015
MUFG Union Bank 2012 - 2014
Acumen, LLC 2011 - 2012
Skills
SAS, R, Statistical Modeling, Time Series Analysis, Analysis, Quantitative Research, Quantitative Analytics, SQL, Stata, SPSS, Data Management, Microsoft Excel, Stress Testing, Basel II, Data Analysis, Credit Risk
Education
University of California, Los Angeles 2009 — 2011
Master's degree, Biostatistics
East China Normal University 2005 — 2009
Bachelor's degree
MUFG - Union Bank July 2014 - Present
HIdden Acres Farm LLC 2002 - Present
Black Knight Financial Services March 2014 - July 2014
Black Knight Financial Services February 2009 - March 2014
Lender Processing Services, Inc.; Strategic Consulting Services January 2009 - January 2014
LandAmerica Financial Group February 2006 - November 2008
ABN AMRO 2002 - 2005
ABN AMRO 1998 - 2002
LaSalle Home Mortgage 1995 - 1998
LaSalle Home Mortgage 1992 - 1995
Skills
Risk Management, Relationship Management, Vendor Management, Business Development, Contract Negotiation, Project Management, Mortgage Lending, Loans, Financial Services, Process Improvement, Strategic Planning, Banking, Mortgage Banking, Credit, Business Analysis, Leadership, Management, Loan Origination, Business Process..., Strategy, Executive Management, Real Estate, Product Management, Program Management
Education
Roosevelt University 1991 — 1992
MBA
Illinois State University 1971 — 1975
Bachelor of Science (BS), Education
MUFG Union Bank August 2014 - Present
MUFG Americas September 2014 - March 2015
Union Bank March 2014 - August 2014
Union Bank July 2012 - March 2014
UC Davis Internship & Career Center March 2011 - June 2012
ASUCD - UC Davis September 2010 - June 2012
Starbucks Coffee Company June 2007 - May 2011
Skills
Listening Skills, Internal Communications, Organizational..., Commercial Banking, Financial Analysis, Credit Risk, Strategic Planning, Accounting, Analysis, Finance, Microsoft Office, Public Speaking, Training, Budgets, Time Management, Leadership, Credit, Banking, Financial Modeling
Education
University of California, Davis 2008 — 2012
B.A., U.S. History
Scripps Ranch High School 2004 — 2008
MUFG Union bank April 2013 - Present
Deloitte Consulting April 2012 - April 2013
IBM April 2005 - May 2012
FileNet April 2006 - August 2007
FileNet April 2005 - November 2006
nativeplanet May 2004 - November 2004
Lebanese American University July 2000 - January 2004
Skills
Single-Sign On, Clustering, Performance Testing, Enterprise Content..., Weblogic, Tivoli Access Manager, SSL, Websphere, Testing, High Availability, FileNet, AIX, Document Management, Java, Unix, Requirements Analysis, DB2, Java Enterprise Edition, Integration, XML, Tomcat, JBoss Application Server, Web Services, Agile Methodologies, Quality Assurance, SQL, Databases, Enterprise Architecture, Solution Architecture, WebSphere, WebLogic
Education
Lebanese American University 2001 — 2004
Bachelor of Science, Computer Science
Citi April 2015 - Present
MUFG Union Bank October 2011 - April 2015
UBS April 2000 - September 2011
Skills
Java, Unix, Web Applications, Banking, CMS, Databases, SQL, Software Development, XML
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Bachelor of Science (B.S.), Computer Science
MUFG Union Bank September 2012 - Present
Union Bank December 2009 - September 2012
Skills
Banking, Mortgage Banking, Credit Risk, Retail Banking, Portfolio Management, Deposits, Branch Banking, Commercial Banking, Commercial Lending, Loans, Mortgage Lending, Small Business Lending, Credit, Cash Management, Lines Of Credit, Loan Origination, Consumer Lending, Credit Analysis, Cross Selling, Customer Service, Microsoft Office
Education
Grossmont College 1974 — 1976
Business/Commerce, General
MUFG - UNION BANK November 2014 - Present
Citi September 2014 - November 2014
Bank of America February 2009 - August 2013
Bank of America February 2009 - August 2013
Bank of America February 2009 - August 2013
Aon Hewitt 2007 - 2009
Wipro May 2006 - August 2007
Skills
Business Analysis, Project Management, Product Management, Team Management, Requirements Analysis, Cross-functional Team..., Vendor Management, SharePoint, Business Development, Risk Management, Change Management, Strategy, Service Delivery, ITIL, IT Service Management, Internal Audit, Mainframe, Unix, Requirements Gathering, PL/SQL, Citrix, SQL, CRM, Troubleshooting, Talent Acquisition, Niku, SOW, Business Process, Analysis, SDLC, Oracle Applications, Agile Methodologies, Scrum, Business Intelligence, Process Improvement, Microsoft SQL Server, Microsoft Office, PeopleSoft, Microsoft Excel, Active Directory, Cloud Computing, Disaster Recovery, Eclipse, ORM Tools, JIRA, PowerPoint, BMC Remedy, Management, Leadership, Teradata
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.), Project Management, Business Analytics - Tableau
Punjab Technical University 2007 — 2009
Master of Computer Applications (MCA), Computer Science
Panjab University 2003 — 2006
Bachelors of Science, Computer Science
MUFG Union Bank May 2015 - Present
The Daily Californian February 2014 - February 2015
The Clorox Company January 2015 - January 2015
Kaiser Permanente July 2014 - January 2015
University of California, Berkeley, Haas School of Business September 2013 - May 2014
Skills
Microsoft Office, Adobe Premiere Pro, QuickBooks, Event Planning, Finance, Data Entry, Invoicing, Public Speaking, Microsoft Excel, SharePoint, Visio, Data Analysis, Management
Education
University of California, Berkeley 2013 — 2017
Bachelor's Degree
Oxford Academy High School 2007 — 2013
IEOR 185
MUFG Union Bank May 2015 - Present
KPMG LLP October 2012 - May 2015
Washington Department of Revenue May 2011 - August 2011
U.S. Department of Labor May 2009 - August 2009
CalEPA - Department of Toxic Substances Control July 2005 - July 2008
Skills
Tax Law, Legal Research, Legal Writing, International Tax, Corporate Tax
Education
Northwestern University School of Law 2011 — 2012
Master of Laws (LLM) in Taxation, Graduated with honors
Seattle University School of Law 2008 — 2011
Juris Doctor, Law, Cum Laude
Creighton University 2000 — 2004
Bachelor of Science (BS), Biology, General
Community Bank June 2015 - Present
MUFG Union Bank October 1999 - October 2014
Skills
Commercial Banking, Loans, Portfolio Management, Credit Analysis, Financial Analysis, Underwriting, Lines Of Credit, Asset Based Lending, Banking, Credit, Credit Risk, Loan Origination, Investments
Education
Pomona College
BA, Economics
MUFG Union Bank June 2012 - Present
Wells Fargo Bank September 2009 - June 2012
California First Leasing Corporation February 2008 - July 2009
Skills
Commercial Banking, Salesforce.com, Marketing, Sales, Cash Flow, Direct Sales, Consumer Lending, Sales Management, Analysis, Management, Sales Process, Account Management, Sales Presentations, Negotiation, Treasury Management, Mortgage Lending, Financial Analysis, Mortgage Banking, Branch Management, Finance, Cash Management, Commercial Mortgages, Relationship Management, Investments, Banking, Cross Selling, Cold Calling, Credit Analysis, Private Banking, Retail Banking, Deposits, Portfolio Management, Loans, Loan Origination, Credit, Commercial Lending, Small Business Lending, Financial Services, Leadership
Education
California State University-Fullerton 2002 — 2005
Bachelor's of Arts, Communication and Media Studies
Cymer July 2015 - Present
MUFG Union Bank May 2014 - August 2014
EY July 2010 - September 2012
Skills
Accounting, Tax, Financial Analysis, Microsoft Office, Account Management, Management, PowerPoint, Auditing, Analysis, Strategy, Finance, Leadership, Project Management, Strategic Planning, Business Strategy, Microsoft Excel, Financial Modeling, Process Improvement, Program Management
Education
University of San Diego 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance, Supply Chain Management, 3.96 / 4.0
Sri Bhagawan Mahaveer Jain College 2007 — 2010
Bachelor of Commerce (BCom), Finance, General, 4.0 / 4.0
MUFG Union Bank April 2013 - Present
Renova Partners, LLC February 2012 - April 2013
Banco Bilbao Vizcaya Argentaria September 2010 - July 2011
Morgan Keegan June 2008 - July 2008
Emory Department of Medical Genetics September 2004 - December 2004
Skills
Spanish, Portuguese, Conversational French, Investment Banking, Emerging Markets, Research, Valuation, Latin America, Spain, Brazil, Community Banks, Mergers & Acquisitions, Capital Markets, Specialty Finance, Due Diligence, Financial Analysis, Financial Statement..., Financial Modeling, Finance
Education
University of Virginia 2007 — 2009
BS in Commerce, Finance, Management
The University of Georgia 2005 — 2007
Finance, Portuguese, Chinese, French, Spanish
Universidade Federal Fluminense 2006 — 2006
Portuguese
Wheeler High School 2001 — 2005
Bells Ferry
Ernst & Young November 2014 - Present
MUFG Union Bank April 2013 - October 2014
East West Bank July 2012 - March 2013
Skills
SAS programming, Stata, Matlab, SQL, Microsoft Excel, Financial Analysis, Statistical Modeling, Econometrics, Mathematics, R, CFA level 1, Statistics, Data Analysis, Time Series Analysis, Quantitative Analytics, SAS Programming, MATLAB, Credit Risk
Education
Duke University 2010 — 2012
Master of Arts (M.A.), Economics
Zhejiang University 2006 — 2010
Bachelor of Science (B.S.), Mathematics
MUFG Union Bank August 2014 - Present
PRO Unlimited Inc March 2014 - July 2014
PB Capital August 2007 - December 2013
PB Capital May 2003 - August 2007
PB Capital June 1995 - May 2003
Skills
Swaps, Credit Derivatives, Fixed Income, Financial Structuring, Derivatives, Structured Products, Bonds, Securities, Investment Banking, Operational Risk, Bloomberg, Banking, Asset Management, Capital Markets, Credit Risk, Operations Management, Financial Analysis, Portfolio Management, Risk Management, Settlement, Due Diligence, Trading
Education
SUNY Empire State College 1996 — 1998
Associate of Science (A.S.), Business Management and Economics
MUFG Union Bank September 2015 - Present
Interactive Data Corp March 2011 - September 2015
Depfa Bank 2004 - February 2011
HVB June 2000 - April 2004
Skills
Residential Mortgages, Trading, Securitization, CMBS, Portfolio Management, Structured Finance, Capital Markets, Hedging, Structured Products, Fixed Income, Bonds, Derivatives
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
Stevens Institute of Technology 1987 — 1989
MS, Electrical Engineering/Management
The Johns Hopkins University 1983 — 1987
BSEE, Electical Engineering and Computer Science
MUFG Union Bank August 2007 - Present
Lehman Brothers August 2006 - August 2007
Total Gas & Power Ltd June 2005 - August 2006
HESCO February 2003 - June 2005
UBS Investment Bank February 2002 - January 2003
Enron January 1999 - February 2002
PG&E Energy Trading August 1997 - January 1999
Skills
Commodity Markets, Portfolio Management, Energy Industry, Hedging, Commodity, Derivatives, Marketing, Strategic Planning, Structured Products, Credit, Equity Derivatives, Due Diligence, Contract Negotiation, Banking, Natural Gas, Interest Rate..., Economics, Energy, Bonds, Mergers & Acquisitions, Options, Finance, Loan Origination, Loans, Risk Management, Management
Education
The University of Texas at Austin 1985 — 1989
BA, Economics
MUFG Union Bank June 2015 - Present
MUFG Union Bank March 2014 - June 2015
Union Bank June 2013 - August 2013
Phaz2 September 2012 - June 2013
Phaz2 June 2012 - September 2012
Skills
Public Speaking, Leadership, Microsoft Excel, Social Media, Social Media Marketing, Facebook, PowerPoint, Data Analysis, Project Management, Access, Social Networking
Education
Santa Clara University
Bachelor of Science, Commerce, Finance
South High School
Diploma
Università Cattolica del Sacro Cuore
Business Studies
MUFG Union Bank 2010 - Present
Fremont Bank - SF Bay Area 2006 - 2009
CordeValle 1998 - 2006
Skills
Strategic Planning, Investments, Budgets, Portfolio Management, Project Management, Forecasting, Business Development, Hospitality, Leadership, New Business Development, Organization, Customer Service, Event Planning, Finance, Contract Negotiation, Business Strategy, Public Relations, Operations Management, Entrepreneurship, Executive Management, Strategy, Start-ups, Mergers & Acquisitions, Financial Services, Risk Management
Education
St. Mary's College of California 1977 — 1981
BS
St. Ignatius College Preparatory
MUFG Union Bank January 2014 - September 2014
Union Bank June 2012 - January 2014
Bank of Tokyo-Mitsubishi UFJ April 2009 - June 2012
Wells Fargo Bank April 2005 - April 2009
Marriott International July 2004 - April 2005
Skills
Series 79, Series 63, Commercial Banking, Relationship Management, Financial Analysis, Portfolio Management, Financial Modeling, Credit Analysis, Banking, Credit, Loans, Corporate Finance, Business Strategy, Capital Markets, Derivatives, FINRA, Fixed Income, Insurance, Investments, Underwriting, Valuation
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Business, Accountancy
MUFG Union Bank December 2014 - Present
East West Bank September 2011 - December 2014
Union Bank September 2009 - September 2011
AAA Southern California December 2008 - September 2009
City National Bank Corporation November 1998 - December 2008
Home Savings of America April 1996 - October 1998
First Interstate Bancorporation August 1994 - April 1996
ANCO Engineers / ANCO Consulting December 1990 - August 1994
Skills
Finance, Product Development, Product Management, Data Analysis, Dashboard Metrics, Metric Development, Project Management, Profitability Management, Marketing Strategy, Market Research, Talent Management, Training Delivery, Presentation Skills, Treasury Management, Commercial Banking, Performance Measurement, Technical Analysis, Utility Industry, Membership Retention, Cash Management, Cost Benefit, Forecasting, Banking, Management, ACH, Strategy, Budgets, Strategic Planning, Project Planning, Credit, Internet Banking, Payments, Risk Management, Marketing, Loans, Quantitative Analytics, Electronic Payments, Financial Modeling, Financial Analysis, Financial Services, Portfolio Management
Education
California State University-Long Beach 1988 — 1990
MA, Economics
California State University-Long Beach 1985 — 1988
BA, Economics
MUFG Union Bank June 2014 - Present
MUFG Union Bank January 2012 - Present
Azusa Pacific University August 2009 - Present
Amylin Pharmaceuticals August 2008 - January 2012
Abbott Vascular Devices October 2007 - August 2008
Amylin Pharmaceuticals March 2003 - October 2007
Cardinal Health 2002 - 2003
Acterna 1989 - 2002
Applied Digital Access 1989 - 2002
Skills
Software Documentation, Technical Writing, Time Management, Management, Leadership, Process Improvement, Organization, Visio, Cross-functional Team..., Pharmaceutical Industry, SharePoint, Strategic Planning, Project Management, Program Management, Data Analysis, Quality Assurance, SDLC, Team Leadership, Training, Troubleshooting, Analysis, Leadership Development
Education
Azusa Pacific University 2008 — 2009
Masters of Arts, Leadership and Organizational Studies
Azusa Pacific University 2006 — 2007
Bachelor of Science, Organizational Leadership
MUFG Union Bank November 2014 - Present
Union Bank September 2012 - November 2014
Union Bank September 2011 - September 2012
Union Bank November 1999 - September 2011
Skills
Enterprise Risk..., Risk Management, IT Audit, Risk Assessment, Information Security, CISSP, Information Security..., Banking, Information Technology, Certified Information..., Financial Risk, Computer Security, Security, Governance, Internal Audit, Management, Vendor Management, SDLC
Education
California State University-Los Angeles 2002 — 2006
Bachelor of Arts, English
Pasadena City College 1991 — 1998
Associate's Degree, General AA
MUFG Union Bank July 2014 - Present
Bank of America April 2009 - June 2014
Washington Mutual April 2007 - January 2009
Washington Mutual March 2005 - April 2007
Washington Mutual March 2003 - May 2005
Washington Mutual June 1996 - February 2003
Skills
Leadership, Training, Management, Employee Training, Employee Benefits, Program Management, Team Building, Team Leadership, Credit, Human Resources, Finance, Mortgage Banking, Coaching, Employee Relations, Personnel Management, Banking, Sales
Education
California State University-Fullerton 1989 — 1995
B.A., Business Administration - Emphasis on Banking and Financial Institutions
MUFG Union Bank September 2014 - Present
US Bank September 2012 - March 2014
Union Bank March 1997 - February 2012
Aon Hewitt January 1994 - November 1995
Skills
Relationship Management, Financial Services, Mergers & Acquisitions, Strategic Planning, Project Management, Problem Solving, Qualified Retirement..., Institutional Sales, Risk Management, Taft-Hartley, Team Leadership, Building Relationships, 401k, Banking, Pensions, Asset Management, Coaching, Mutual Funds, Financial Analysis, Management, Investments, Finance
Education
Loyola Marymount University 1988 — 1992
Bachelor of Arts in Communications
MUFG Union Bank 2007 - Present
Skills
Fund Finance, Environmental Industries, Aerospace & Defense, Corporate Banking, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Banking, Business Analysis, Credit Risk
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
De La Salle University 1991 — 1996
Bachelor of Business Administration (BBA)
MUFG Union Bank July 2011 - Present
Skills
Human Resources, Immigration Law, Labor Law, Employment Law, workday, Project Management, Microsoft Office, Business Strategy, PowerPoint, Derivatives, Access, Bloomberg, Capital Markets, Expatriate Management, Microsoft Excel, Fixed Income, Structured Finance, Competitive Analysis, Project Delivery, Microsoft Word, Business Development, Market Research, Financial Analysis, Research, Sales, Negotiation, Social Media, Marketing, Social Media Marketing, Investment Banking, Photoshop, Strategy
Education
American InterContinental University
MUFG Union Bank January 2010 - Present
MUFG Union Bank September 2006 - December 2009
M&T Bank July 1999 - August 2006
PT Texmaco Perkasa Engineering Tbk January 1997 - August 1997
Arthur Andersen July 1992 - December 1996
Skills
Enterprise Risk..., ALM, Liquidity, Economic Capital, Corporate Finance, Financial Services, Investments, Finance, Funds Transfer Pricing, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Financial Modeling, Risk Management, Banking, Financial Analysis, Credit Risk
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
Master of Business Administration
The Institute of Chartered Accountants of India 1992 — 1995
Chartered Accountant
MUFG Union Bank December 2014 - Present
ERNST & YOUNG LLP May 2012 - December 2014
CREDIT SUISSE GROUP AG November 2004 - January 2012
DEUTSCHE BANK AG July 2001 - November 2004
CITIGROUP December 1999 - June 2001
MITSUI & CO (USA) INC January 1997 - October 1999
UNITED PARCEL SERVICE of AMERICA June 1994 - December 1996
Skills
US GAAP, IFRS, Securitization, Financial Instruments, Consolidation, Transfers of Financial..., Netting, Foreign Currency, Secured Lending (Repos,..., Investment Companies, Financial Accounting, Financial Services, Analysis, Investments
Education
Ramapo College of New Jersey 1989 — 1994
Bachelor of Science, Accounting and Business Administration
CPA, State of New York and New Jersey
MUFG Union Bank December 2014 - Present
CalPERS October 2012 - November 2014
Franklin Templeton Investments May 2008 - October 2012
Franklin Templeton Investments August 2005 - April 2008
Franklin Templeton Investments June 2002 - August 2005
Franklin Templeton Investments June 2000 - June 2002
Franklin Templeton Investments June 1998 - June 2000
Franklin Templeton Investments October 1997 - June 1998
Franklin Templeton Investments October 1996 - October 1997
Skills
Risk Management, SDLC, Portfolio Management, Equities, Process Improvement, Project Management, PMO, Corporate Finance, Business Process, Financial Risk, Finance, Management, Asset Managment, Fixed Income, Bloomberg, Strategic Planning, Hedge Funds, Alternative Investments, Investment Management, Mutual Funds, Derivatives, Asset Allocation, Asset Management
Education
University of Central Florida 1995 — 1996
Master of Business Administration (MBA), Finance
University of Central Florida 1991 — 1994
Bachelor of Science (BSc), Finance
University of Tampa 1999 — 1999
Graduate Certificate, Information Systems Management
St. Petersburg College 2000 — 2001
Information Technology
MUFG Union Bank October 2014 - Present
Education
McIntire School of Commerce, University of Virginia 2013 — 2014
Master's degree, Financial Services
Guangdong University of Foreign Studies 2009 — 2013
Bachelor's degree, Economics, 3.86
MUFG Union Bank April 2014 - Present
MUFG Union Bank April 2012 - April 2014
Santander Bank, N.A. December 2005 - April 2012
ICICI Bank April 2000 - August 2004
Skills
Portfolio Management, Credit Analysis, Credit, Loans, Commercial Real Estate, Commercial Lending, Banking, Finance, Commercial Banking, Credit Risk, Real Estate Economics, Real Estate, Underwriting, Commercial Mortgages, Financial Analysis, Valuation, Relationship Management, Risk Management, Credit Cards, Cash Management, Investments, Consumer Lending, Real Estate Financing, Asset Based Lending, CMBS, Investment Banking, Corporate Finance, Asset Management, Retail Banking, Financial Modeling, Financial Risk, Strategic Financial..., Private Banking, Trade Finance, Treasury Management, Capital Markets, Lines Of Credit, Structured Finance, Financial Structuring, Due Diligence, Mergers & Acquisitions, Mortgage Banking
Education
AICPA - The American Institute of CPAs 2010 — 2011
CPA
CFA Institute, Charlottesville, Virginia 2008 — 2010
CFA
Suffolk University - Sawyer Business School 2004 — 2005
Master of Business Administration (M.B.A.), Finance (Major), Accounting (Minor)
Boston University
Certificate in Real Estate Finance
University of Mumbai, BVP School of Management 1998 — 2000
Master’s Degree, Master of Management Studies (MMS), Finance and Accounting Concentration
MUFG Union Bank May 2013 - Present
PB Capital September 2008 - April 2013
M&T Bank 2005 - 2008
Skills
Credit Analysis, Loans, Commercial Banking, Construction Loans, Real Estate, Credit Risk, Banking, Commercial Mortgages, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Credit, Due Diligence, Loan Origination, Real Estate Economics
Education
Ithaca College 2001 — 2005
BS, Business Administration (Finance)
MUFG Union Bank March 2013 - Present
Nuveen Investments March 2012 - December 2012
Advisors Asset Management, Inc. June 2009 - June 2011
Dimensional Fund Advisors April 2005 - May 2008
Pacific Life 2004 - 2005
LPL Financial Services September 1998 - June 2004
Nicholas-Applegate Capital Management (NACM) June 1996 - September 1998
Skills
Business Strategy, Enterprise Software, Project Portfolio..., IT Operations, Organizational..., Software Development, Team Building, Collaborative, PMO, Problem Solving, Self Starter, Project Program..., Relationship Management, SDLC, Quality Assurance, Project Management, Front Office / OMS, Middle Office / Trade..., Back Office / Fund..., Research, Compliance / Risk..., Marketing and Sales, Brokerage, Equity Securities, Fixed Income Securities, Mutual Funds, ETFs, Business Intelligence, Strategy, Fixed Income, CRM, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Outsourcing, Management, Leadership, Analysis, Business Development, Portfolio Management, Team Leadership, Management Consulting, E-commerce
Education
University of San Diego 1998 — 2002
MBA, Finance and Marketing
American Management Association 1997 — 1997
Certification, Project Management
Stony Brook University
MS, Computer Science
City University of New York-Hunter College
BA, Mathematics and Physics
MUFG Union Bank November 2014 - Present
Organization Dynamics March 2014 - Present
Brengle Consulting 2000 - Present
Terre Haute Chamber of Commerce May 2012 - February 2014
Montrose Association of Commerce & Tourism January 2010 - April 2012
Torrance Area Chamber of Commerce June 2009 - October 2009
Big Bear Lake Resort Association June 2005 - May 2009
Adams County Economic Development, Inc February 2003 - May 2005
Pensacola Area Chamber of Commerce August 2000 - November 2001
West Chamber Serving Jefferson County November 1990 - July 2000
Skills
Non-profits, Fundraising, Public Relations, Economic Development, Public Speaking, Strategic Planning, Public Policy, Marketing, Leadership, Strategy, Proposal Writing, Nonprofits, Grant Writing, Leadership Development, Community Development, Editing, Policy, Media Relations, Event Management, Start-ups, Organizational..., Professional Mentoring, Entrepreneurship, Press Releases, Politics, Budgets, Team Building, Grants, Legislative Relations, Management, Advertising, Community Outreach, Volunteer Management, Business Planning, Strategic Communications, Government, Program Development, Program Management, Event Planning, Project Planning, Non-profit..., Grassroots Organizing, Board Development, Newsletters, Coalitions, Social Networking, Policy Analysis, Political Campaigns
Education
Institutes for Organization Management 1977 — 1982
Certificate, Chamber of Commerce Management
Fort Lewis College 1972 — 1976
BA, Political Science
MUFG Union Bank September 2012 - Present
MUFG Union Bank January 2011 - September 2012
Wells Fargo May 2008 - January 2011
US Bank August 2007 - May 2008
Skills
Debt Financing, Derivatives, Interest Rate Hedging, FX Hedging, Energy Hedging, Capital Structure, Treasury Management, Credit Analysis, Corporate Finance, Commercial Lending, Banking, Commercial Banking, Loans, Underwriting, Relationship Management, Credit, Portfolio Management, Analysis, Cash Flow, Finance, Small Business Lending
Education
Arizona State University, W. P. Carey School of Business
Masters of Business Administration
Washington State University - College of Business and Economics
Bachelor of Arts, Finance
Washington State University - College of Business and Economics
Bachelor of Arts, Economics
MUFG Union Bank 2014 - Present
RTX Solutions Inc. 2000 - Present
Citi 2014 - 2014
Credit Suisse 2012 - 2014
Northrop Grumman Corporation 2011 - 2012
Bank of America 2010 - 2010
Morgan Stanley 2003 - 2009
Goldman Sachs 2003 - 2003
PepsiCo 2000 - 2002
Kraft Foods 1995 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Governance, Integration, Program Management, Risk Management, Business Intelligence, Management Consulting, Requirements Analysis, Cross-functional Team..., ITIL, CRM, Process Improvement, Outsourcing, Business Strategy, Business Process Design, Process Management, IT Strategy, Data Analysis, Executive Management, Change Management, Sarbanes-Oxley Act, Risk Control &..., Enterprise Supplier..., Software Development, Project Management, Enterprise Software, Data Warehousing, Project Portfolio..., Business Transformation, Strategic Negotiations, Re-engineering, Gap Analysis, IT Outsourcing, Back Office Technology, IT Management, Application Development, Systems Analysis, Regulatory Reporting, Basel II, Risk Mitigation, Software Project..., Cross Functional Team..., Resource Management, Agile & Waterfall..., Risk Registers, Issue Remediation, Management, Business Process
Education
City University of New York-Baruch College
MBA
Collabnet
New York Institute of Finance
New York University
PMBOK® areas of knowledge
Rutgers, The State University of New Jersey-New Brunswick
BA
MUFG Union Bank January 2010 - Present
Levine Leichtman Capital Partners August 2007 - March 2009
West Gate (Successor to ING Capital Advisors) October 2006 - August 2007
ING Capital Advisors LLC March 2000 - October 2006
BNP Paribas April 1998 - February 2000
Citicorp Securities August 1993 - April 1998
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Due Diligence, Structured Finance, Equities
Education
University of Virginia Darden School of Business 1991 — 1993
MBA
Dartmouth College 1984 — 1987
AB, German, Government
CellBreaker, @500 Startups Batch 13 May 2015 - Present
Isometry Labs LLC June 2014 - May 2015
Isometry Labs LLC January 2014 - June 2014
MUFG Union Bank September 2012 - November 2013
U.S. Department of Labor July 2012 - September 2012
UC Davis Club Basketball September 2010 - September 2012
Mercury Media June 2011 - August 2011
University of California, Davis January 2011 - April 2011
Skills
Web Design and..., HTML5, CSS, JavaScript, Leadership, Adobe Creative Suite, jQuery, Product Development, Product Design, UI/UX Design, Responsive Web Design, STATA, Teamwork, Sales, Financial Modeling, Social Media Marketing, Fundraising, Accounting, Critical Thinking, Social Networking
Education
University of California, Davis 2010 — 2012
B.A., Economics
Counsyl August 2015 - Present
Human Rights Center, UC Berkeley School of Law August 2015 - Present
Lowe Institute of Political Economy May 2013 - April 2015
Social Enterprise Initiative December 2011 - December 2014
MUFG Union Bank May 2014 - August 2014
Stanford University's Center on Democracy, Development, and the Rule of Law (CDDRL) May 2013 - August 2013
Foundation for Sustainable Development March 2013 - March 2013
Astute Business Solutions May 2012 - August 2012
World Affairs Council of Northern California June 2010 - August 2010
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Government
Amador Valley High School 2007 — 2011
High School Diploma
Microsoft August 2015 - Present
MUFG Union Bank February 2015 - August 2015
Grid July 2012 - June 2015
Gilead Sciences October 2014 - February 2015
Skills
Security, Network Security, Network Administration, System Administration, Microsoft Office, Troubleshooting, Security Awareness, Public Speaking, Analysis, Information Security..., Technical Analysis, TCP/IP, TCP/IP protocols, Computer Security, Information Security, Information Assurance, Intrusion Detection, Network Design, Technical Support, System Testing, Software Installation, Hardware Installation, IT Hardware Support, Active Directory..., Vulnerability Scanning, Network Monitoring Tools, Wireless Networking, Routers, Networking, Servers, Switches, Security+, Security Audits, Private Investigations, Fraud, CISSP, Security Policy, Vulnerability Assessment, Incident Response, Microsoft Excel, Remote Troubleshooting, Server 2000-2008, Hardware, Antivirus, Computer Forensics, Penetration Testing, FISMA, NIST, Cybercrime, SOX
Education
Western Governors University 2014 — 2015
Master's Degree, Computer and Information Systems Security/Information Assurance
California State University-San Bernardino 2009 — 2012
Bachelor's of Science, Computer and Information Systems Security/Information Assurance
MUFG Union Bank December 2012 - Present
Union Bank August 2007 - December 2012
Union Bank July 1998 - August 2007
Skills
Finance, Economics, Derivatives, Banking, Financial Risk, Forecasting, Financial Markets, Investments, Retail Banking, Quantitative Analytics, Economic Research, Eviews, Financial Forecasting, Credit, Loans
Education
California Lutheran University 2011 — 2013
Master of Science (M.S.), Quantitative Economics
California Lutheran University 2009 — 2011
Master of Business Administration (M.B.A.), International Finance
CSUN 2007 — 2009
Bachelor of Arts (B.A.), International Economics
MUFG Union Bank May 2015 - Present
Skills
SAS, R, JAVA, SQL,..., Math Finance,...
Education
Iowa State University 2010 — 2014
Doctor of Philosophy (Ph.D.), Applied Math and statistics
MUFG Union Bank March 2015 - Present
OpenLink Financial November 2010 - November 2014
Focus Optimal January 2010 - October 2010
Interactive Brokers January 2009 - January 2010
Skills
Market Risk, Model Validation, Monte Carlo Simulation, Quantitative Analytics, Java, VBA, VAR, Risk Management, Options, Derivatives, R, Financial Markets, SAS, SQL, Credit Risk
Education
University of Connecticut 2006 — 2008
Master of Science, Applied Financial Mathematics
Peking University 2002 — 2006
Bachelor's Degree, Finance
Chongqing No. 1 Middle School 1996 — 2002
High School
MUFG Union Bank August 2015 - Present
Wells Fargo Bank 2013 - August 2015
Wells Fargo Bank January 2011 - June 2013
Wells Fargo Bank January 2009 - January 2011
Wells Fargo Bank January 2008 - January 2009
Skills
Leadership, Sales Management, Commercial Banking, Customer Service, Finance, Risk Management, Sales, Cross Selling, Credit, Banking, Loans, Treasury Management, Consumer Lending, Small Business Lending, Retail Banking, Lines Of Credit, Management, Training, Retail, Deposits, Cold Calling, Branch Banking, Project Management, Branch Management, Employee Training
Education
Concordia University-St. Paul 2015 — 2017
Bachelor of Arts (B.A.), Organizational Leadership
California State University, Fresno
Heartland hospice February 2014 - Present
MUFG Union Bank January 2011 - Present
Wellsfargo bank August 2008 - December 2010
Skills
Banking, Retail Banking, Cross Selling, Deposits, Credit Cards, Risk Management, Cash Management, Lines Of Credit, Branch Banking, Payments, Operational Risk, Teller Operations, Cash, Customer Service, 10 Key, Checks, Cash Register, Commercial Banking, Small Business Lending, Loans, Consumer Lending, Credit, Financial Services, Finance, Investment Banking, Leadership, Customer Relations
Education
Santa Rosa Junior College 2009 — 2013
Social and behavioral science, Registered Nursing/Registered Nurse
Santa Rosa Junior College 2008 — 2013
Natural Science, Registered Nursing/Registered Nurse
MUFG Union Bank July 2014 - Present
Skills
Risk Management, Security Assessments, Policy, Strategic Planning, SLA, Customer Relations, Budgeting, Team Leadership, Business Alignment, Budgets, Security, Enterprise Risk..., Customer Service, CISSP, Sla, Information Security, Program Management, Penetration Testing, Data Security, Computer Security, Management, Vulnerability Management, Identity Management, Governance, Information Security..., PKI, CRM, Business Continuity
Education
Stevens Institute of Technology 2003 — 2004
Masters of Science, Information Systems and IT Management
Stevens Institute of Technology
Master's degree, Information Systems
MUFG, Union Bank November 2010 - Present
SUVI INFORMATION SYSTEM PVT. LTD. March 2008 - October 2010
IBS Pvt. Ltd. 2007 - 2008
Skills
.NET, Software Development, PL/SQL, Microsoft SQL Server, ASP.NET, JavaScript, AJAX, jQuery, VB.NET, Manual Testing, HTML, CSS, Requirements Analysis, Web Services, SDLC, SQL, XML, Web Applications, C#, WCF, MySQL, SOA, Software Project..., ADO.NET, Agile Methodologies, ASP.NET MVC, LINQ
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2002 — 2005
MCA, Computers, First
Hyperion Marketing Returns - Rockefeller Consulting June 2011 - Present
MUFG Union Bank June 2015 - August 2015
Bednar and Associates December 2010 - June 2011
Bank of America February 2006 - November 2010
WPP/PRISM November 2001 - February 2008
Universal Furniture February 2000 - November 2001
General Electric 1997 - 1999
Brown-Forman 1991 - 1995
Skills
Marketing, Sports, Strategy, Marketing Strategy, Negotiation, Sports Marketing, Sponsorship, Public Relations, Analytics, Database Marketing, Marketing Communications, Strategic Planning, Social Media, P&L Management, Project Management, Budgets, Sales, Strategic Partnerships, Management, Leadership, Financial Services, Sports Management
Education
Harvard Business School 1989 — 1991
MBA, General Management
United States Military Academy at West Point 1980 — 1984
BS, Engineering
MUFG Union Bank March 2014 - Present
OpenX June 2013 - September 2013
Merrill Lynch September 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Marcus & Millichap January 2011 - April 2011
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Financial Modeling, Matlab, SQL, SAS, R, Gretl, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Data Analysis, Hedge Funds, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2013
Master of Financial Engineering
University of California, Los Angeles 2009 — 2012
Bachelor of Science (BS), Bachelor of Arts (BA), Applied Mathematics, Economics
MUFG Union Bank September 2011 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Banking, Capital Markets, Credit, Credit Risk, Investment Banking, Risk Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
MUFG Union Bank July 2015 - Present
Charles Schwab March 2014 - July 2015
Union Bank April 2010 - March 2014
Bank of America March 2005 - July 2009
Washington Mutual July 2001 - March 2005
Virgin Entertainment Group April 2000 - July 2001
Skills
Vendor Management, Market Analysis, Retail Design, Visual Merchandising, Marketing Strategy, Retail, Team Management, Process Improvement, Creative Development, Creative Direction, Market Research, Competitive Analysis, Budgets, Marketing, Advertising, Management, Leadership, Sales, Project Planning
Education
California State University-Northridge 2006 — 2008
MA, Public Administration
California State University-Northridge 2000 — 2008
BA, Corporate & Industrial Media
MUFG Union Bank January 2015 - Present
Takoma Park Metaphysical Chapel March 2012 - Present
PwC November 2013 - January 2015
OSEHRA (Open Source Electronic Health Record Agent) / PwC November 2012 - November 2013
Ray Group International / PwC June 2012 - November 2012
Ray Group International December 2011 - June 2012
US Air Force 1989 - 2011
Skills
DoD, Security Clearance, Military, Defense, Command, National Security, Operational Planning, Air Force, Program Management, Military Experience, Government Contracting, Government, Information Assurance, Military Operations, Logistics Management, Intelligence, Process Improvement, Top Secret, Organizational..., Logistics
Education
South Carolina State University
Bachelor of Arts (BA), Theatre Arts
University of Oklahoma
Master of Arts (MA), Human Relations
MUFG Union Bank July 2013 - Present
PwC June 2010 - July 2013
PwC July 2008 - June 2010
Skills
Financial Reporting, Internal Controls, Auditing
Education
Boston College - Wallace E. Carroll Graduate School of Management
MSA, Accounting
Queen's University
Bachelor of Commerce (Honours), Accounting
Mizuho Bank April 2015 - Present
MUFG Union Bank September 2008 - April 2015
Chase October 2007 - June 2008
National City Bank January 2005 - July 2007
Skills
Microsoft Office, Banking, Financial Analysis, Public Speaking, Business Analysis, Marketing, Transaction Banking, Cash Management, Training, Social Media, Credit Risk, Retail Banking, Sales, Market Research, Customer Service, Financial Transactions, Credit, Financial Services, Risk Management, Finance
Education
Seton Hill University 2006 — 2007
MBA, Management
West Virginia University 1998 — 2002
BA, Economics
MUFG Union Bank September 2013 - Present
KPMG August 2011 - September 2013
KPMG US January 2010 - March 2010
Skills
Financial Accounting, GAAP, CPA, Financial Statements, Real Estate, Corporate Finance, Banking, Underwriting, Financial Analysis, Financial Modeling, Oil & Gas Industry, Credit Analysis, Consulting, Finance, Valuation, Market Research, Data Analysis, Credit, Big 4
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Accounting
MUFG Union Bank May 2014 - Present
SunTrust Bank October 2011 - May 2014
SunTrust Mortgage October 2009 - October 2011
Bank of America April 2008 - October 2009
American Eagle Mortgage October 2003 - March 2008
Franklin Federal Savings and Loan Association January 2001 - October 2003
Federal Reserve Bank of Richmond June 1997 - January 2001
Retail Payments May 1994 - June 1997
Department of the Treasury 1990 - 1991
Skills
Managerial Finance, Information Security, Mortgage Lending, Inventory Management, Executive Management, Banking, Credit, Loans, Financial Risk, Finance, Forecasting, Risk Management, Credit Risk, Asset Managment, Analysis, Underwriting
Education
Walden University 2009 — 2016
Doctor of Philosophy (Ph.D.), Finance and International Business
Averett University 1994 — 1996
MBA, Master of Business Administration
Virginia Commonwealth University - School of Business 1986 — 1991
Bachelor of Science, Finance
MUFG Union Bank March 2014 - Present
Cognizant Technology Solutions June 2012 - August 2013
Lourdes Volunteers January 2012 - June 2012
New York Cares June 2011 - September 2011
Syracuse University October 2009 - May 2010
Bay Crest Partners June 2008 - August 2008
Precise Corporate Printing September 2005 - March 2006
Alcon National Driving School June 2005 - August 2005
Murry Bergtraum High School February 2005 - April 2005
Skills
CSS, HTML, Visual Basic, C++, SQL, Access, Oracle, Databases, C, C#, ASP.NET, Java, Visio, Outlook, Windows, SharePoint, Microsoft SQL Server, Data Analysis, Testing, Web Applications, XML, Database Administration
Education
Syracuse University 2010 — 2012
MS, Information Management
Syracuse University 2006 — 2010
BS, Information Technology/Management
MUFG Union Bank April 2015 - Present
Independent Consultant July 2014 - March 2015
Securian Financial Group February 1994 - July 2014
Shell Oil Company May 1992 - January 1994
Iowa Department of Employment Services May 1991 - August 1991
Skills
Employee Relations, Human Resources, Policy, Industrial Relations, Performance Management, Affirmative Action, Negotiation, Talent Management, Human Resources..., Process Improvement
Education
Iowa State University 1990 — 1992
Master of Science, Industrial Relations
Iowa State University - College of Business 1985 — 1989
B.B.A., Business Administration and Management, General
MUFG Union Bank June 2015 - Present
Skills
Risk Management, Banking, Financial Analysis, Financial Institutions, Portfolio Management, Financial Risk, Loans, Commercial Banking, Valuation, Credit, Credit Risk, Credit Analysis, Financial Modeling, Investments, Fixed Income, Commercial Lending
Education
UCLA Anderson School of Management 2005 — 2008
MBA
The Chinese University of Hong Kong
University of California, Los Angeles
MUFG Union Bank July 2012 - Present
Union Bank of California February 2007 - June 2012
Aames Financial Corp. April 1997 - June 2004
Skills
Business Analysis, SDLC, Quality Assurance, SQL, Integration, Active Directory, Program Management, Microsoft SQL Server
Education
Miriam 1981 — 1998
Miriam College 1986 — 1990
BS Business Management
Saint Paul University 1982 — 1986
High school
MUFG Union Bank February 2006 - Present
Union Bank 2006 - Present
Bank of America June 1993 - July 2004
Skills
Cash Management, Commercial Banking, Change Management, Business Analysis, Six Sigma, Treasury Management, Operational Risk, Strategic Planning, Requirements Analysis, Payment Systems, Banking, Portfolio Management, Trade Finance
Education
Brandeis University 1974 — 1978
Bachelor’s Degree, AMerican Studies & Biochemistry
Baruch College, City University of New York (CUNY)
Business, Management, Marketing, and Related Support Services
SIMBYM Simple and Integrated Technology Management Software February 2015 - Present
MUFG Union Bank July 2014 - February 2015
Union Bank February 2011 - June 2014
UST Global September 2008 - February 2011
Indymac Bank July 1999 - December 2007
Unilab Corp 1995 - 1999
Unilab Corp 1993 - 1995
GRC 1988 - 1992
Skills
Program Management, Vendor Management, SDLC, Business Analysis, Business Intelligence, Software Project..., Leadership, Project Management, Visio, Requirements Analysis, PMP, IT Strategy, Management, Integration, Enterprise Architecture, PMO, Requirements Gathering, IT Management, Project Portfolio..., Software Development
Education
Kansas State University
MS, Mechanical Engineering
University of Madras
BE, Mechanical Engineering
MUFG Union Bank November 2012 - Present
Union Bank July 2012 - October 2012
Wells Fargo Bank -BD Risk Mgt (through Robert Gatto Associates RGA) April 2011 - July 2012
Charles Schwab (through TMC software) July 2010 - March 2011
Wells Fargo Bank (through Strategic Staffing Solutions) October 2008 - July 2010
Mascon Global Ltd August 2006 - September 2008
Allianz Cornhill Information Services Private Limited October 2004 - July 2006
Prudent Tech 2002 - 2004
Skills
SAS, Data Warehousing, ETL, Business Intelligence, SQL, Data Mining, SAS programming, Teradata, Unix, PL/SQL, Data Modeling, Business Analysis, Data Integration, SDLC, Data Quality, Requirements Gathering, Software Project..., Software Development, OLAP, PMP, Agile Methodologies, Risk Analytics, Process Improvement, Risk Management, Business Intelligence..., Analysis, Analytics, Business Objects, Data Analysis, Software Documentation, Oracle, Predictive Analytics, Predictive Modeling, Requirements Analysis, Informatica, SAS Programming
Education
University of California, Berkeley 2010 — 2010
Database Marketing and CRM, A
SSI IT education 1999 — 2000
Software
SRM Radiant Infotech 1997 — 1999
Software
University of Madras
MCA, Computer Application
Vivekananda College, chennai India
B.Com, Commerce and Accountancy
MUFG Union Bank July 1997 - Present
Dai-Ichi Kangyo Bank of California March 1996 - July 1997
Tokai Bank Ltd April 1986 - March 1996
Skills
Banking, Activity Based..., Cost Accounting, Financial Reporting, Activity Based Costing, Financial Analysis, Accounting, Bank Products & Services, Reporting & Analysis, Planning Budgeting &..., Transaction Banking, Payment System..., Loans, Data Mining, Database Administration, Data Modeling, SQL, Data Warehousing, Microsoft Office, IT Service Management, Project Management, Mergers & Acquisitions, Accounts Payable &..., Cost Management, Cost Benefit, Risk Management, Financial Modeling, Trade Finance, Commercial Banking, Portfolio Management, PL/SQL
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1989
University of California, Berkeley 1982 — 1983
MUFG Union Bank December 2013 - Present
Union Bank January 2011 - December 2013
Union Bank May 2009 - January 2011
Marcus and Millichap April 2008 - April 2009
Greater Bay Bank April 2004 - March 2008
Bank of America August 1992 - March 2004
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Real Estate, Credit, Project Finance, Credit Analysis, Construction Loans, Real Estate, Asset Management, Credit Risk, Underwriting, Financial Analysis, Due Diligence
Education
Notre Dame de Namur University
MBA, Finance
Binghamton University 1986 — 1990
BA, Theater, Economics
Wahingtonville High School 1982 — 1986
MUFG Union Bank July 2013 - Present
Msquared Consulting (USA) [Collabrus] August 2012 - June 2013
Western Bridge Corporate FCU December 2006 - July 2012
Wescom Credit Union January 2002 - December 2006
Countrywide (Treasury Bank) September 2001 - January 2002
Washington Mutual March 2001 - November 2001
Glendale Federal Bank August 1996 - November 1998
First Interstate Bank, Wells Fargo Bank January 1985 - August 1996
Skills
Product Management, Strategic Planning, Operations Management, Budgets, Project Management, Cross-functional Team..., Policy, Profit Maximization, Partner Management, Banking, Credit Cards, Vendor Management
Education
ABA Bank Card School, Pomona, CA
Certificate of Completion, Bank Card Management
California State University-Northridge
Business Administration
Moorpark College
Business Administration
UCLA Bank Mgmt Ext Program (for SPNB)
Business - Accounting
•USC Marshall School of Business, Los Angeles, California (Wescom CU Advanced Leadership Program)
Business - Management & Business Strategy Development
MUFG Union Bank 2010 - Present
BP Products North America Inc. 2008 - 2010
Morgan Stanley August 2007 - May 2008
Quarry Point Partners, LLC January 2005 - June 2007
JP Morgan July 2001 - December 2004
Banc One Capital Markets, Inc. November 1996 - June 2001
CIBC Oppenheimer February 1996 - November 1996
Skills
Bonds, Credit Derivatives, Hedge Funds, Portfolio Management, Trading, Credit Risk, Fixed Income, Risk, Credit, Hedging, Alternative Investments, Loans, Leveraged Finance, Capital Markets, Derivatives, Debt, Credit Analysis, Risk Management, Asset Management, Valuation, Asset Allocation, Commodities, Investments, Trade Finance, Restructuring, Securities, Commodity, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance and Economics
University of Pennsylvania 1977 — 1981
BA, International Relations and International Economics
MUFG Union Bank July 2010 - Present
Bank of America February 1999 - June 2010
Office of California Governor Arnold Schwarzenegger January 2004 - January 2005
Bank of America May 1999 - January 2004
Office of Mayor Beverly O’Neill, City of Long Beach, CA July 1994 - May 1999
Southern California Edison 1993 - 1994
Long Beach Area Chamber of Commerce 1989 - 1993
Education
California State University-Long Beach 1987 — 1989
Masters, Public Administration
California State University-Long Beach 1982 — 1987
BA, Economics & Public Policy
MUFG Union Bank September 2013 - Present
Union Bank April 2005 - Present
Education
Manhattan College
University of the Pacific - McGeorge School of Law
JD, Law
MUFG Union Bank January 1993 - Present
Skills
Loans, Financial Analysis, Management, Financial Modeling, Investments, Leadership, Commercial Lending, Banking, Commercial Banking, Portfolio Management, Credit Analysis, Investment Banking, Nonprofits, Project Management, Business Strategy, Capital Markets, Corporate Finance
Education
Claremont McKenna College 1988 — 1992
Bachelor’s Degree
MUFG Union Bank March 2003 - Present
Peregrine Systems, Inc July 2000 - July 2002
Parametric Technologies February 2000 - May 2000
First American CREDCO December 1997 - February 2000
United States Naval Reserve January 1978 - January 1997
Skills
Test Director, Requirements Analysis, Quality Assurance, Automation, Testing, Compliance, Test Planning, Unix, Software Documentation, Troubleshooting, System Testing, Software Quality..., SDLC, Management, User Acceptance Testing, Integration, Quality Center, Leadership
Education
Embry-Riddle Aeronautical University 1998 — 2002
Bachelor's of Science, Professional Aeronautics
MUFG Union Bank July 2013 - Present
Union Bank July 2011 - June 2013
Union Bank April 2009 - June 2011
Medtronic August 2006 - March 2009
Education
Azusa Pacific University 2005 — 2006
Master of Business Administration (M.B.A.)
Azusa Pacific University 2001 — 2005
MUFG Union Bank July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ September 2010 - June 2014
PwC September 2009 - September 2010
PwC 2006 - 2009
Skills
Banking, Financial Analysis, Accounting, Finance, Financial Modeling, Audit, Auditing, IT Audit
Education
City University of New York-College of Staten Island 1997 — 2001
B.A.
Roger CPA Review May 2015 - Present
MUFG Union Bank January 2013 - April 2015
MUFG Union Bank April 2009 - January 2013
The Walt Disney Company September 2008 - April 2009
Countrywide Bank September 2006 - September 2008
PricewaterhouseCoopers July 2004 - September 2006
Skills
Management, Financial Analysis, Business Strategy, Strategy, Financial Reporting, Finance, Managerial Finance, Banking, Risk Management, Portfolio Management, Retail Banking, Auditing, Mergers & Acquisitions, Accounting, Financial Modeling, Forecasting, Investments, Corporate Finance, Process Improvement, Budgets, Credit, Business Analysis, Analysis, Financial Accounting, Microsoft Excel, SEC filings, Valuation, Sarbanes-Oxley Act, SAP, GAAP
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Accounting, Finance (Minor in Sociology)
University of Arizona, Eller College of Management
Non-Degree Seeking Graduate Student, Accounting and Finance
MUFG Union Bank August 2014 - Present
Family Support Services of the Bay Area January 2012 - Present
MUFG Union Bank March 2010 - August 2014
Independent Financial Consultant 2009 - March 2010
JPMorgan Chase / WaMu July 2002 - January 2009
Indaba Communications / Zama Networks 2000 - 2001
Ernst & Young 1993 - 2000
Skills
Portfolio Management, Financial Modeling, Capital Markets, Valuation, Derivatives, Due Diligence, Fixed Income, Banking, Credit Risk, Asset Managment, Treasury Management, Mergers, Finance, Hedging, Financial Markets, Securities, Strategic Planning, Leadership, Mergers & Acquisitions
Education
The University of Texas at Austin 1999 — 2003
MUFG Union Bank 2014 - Present
PHH 2011 - 2014
Union Bank 2010 - 2011
Fannie Mae 2009 - 2010
JPMorgan Chase 2008 - 2009
Washington Mutual 2007 - 2008
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1995 - 2004
JPMorgan Chase 1992 - 1995
JPMorgan Chase 1988 - 1992
Education
Columbia Business School 1981 — 1983
MBA, Finance
Yale University 1974 — 1978
BA, Applied Mathematics
Union Bank August 2009 - Present
MUFG Union Bank August 2009 - Present
Reserve Management Corporation May 2008 - August 2009
Citibank April 2005 - July 2007
Fifth Third Bank September 1998 - April 2005
Bank One February 1989 - September 1998
Skills
Product Development, Financial Analysis, Strategic Planning, Customer Insight, Product Management, Cross-functional Team..., Team Building, Payments, Cash Management, Banking, Treasury Management, ACH, Management, Commercial Banking, Finance, Leadership, Business Analysis
Education
University of Wisconsin-Madison 1977 — 1978
MBA, Finance, Investments and Banking
Purdue University 1973 — 1977
BS, Finance
MUFG Union Bank July 2015 - Present
Citibank April 2006 - July 2015
KeyBank 2000 - 2002
ABN AMRO 1990 - 2000
Skills
Commercial Banking, Foreign Exchange, FX Options, Credit, Cash Management, Capital Markets, Credit Risk, Sales, Banking, Financial Analysis, Portfolio Management, Trading, Investments, Retail Banking, Business Development, Financial Risk, Derivatives
Education
Hofstra University 1990 — 1996
Bachelor's degree, Banking and Finance, Finance
MUFG Union Bank September 2010 - Present
CIFC February 2007 - November 2009
JPMorgan Chase July 2001 - January 2007
Skills
Portfolio Management, Fixed Income, Valuation, Credit Analysis, Derivatives, Risk Management, Credit Risk, Loans, Structured Products, Enterprise Risk..., Leveraged Finance, Investment Banking, Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
MBA, Finance
State University of New York College of Environmental Sciences and Forestry 1992 — 1994
M.S., Environmental Engineering
MUFG Union Bank October 2011 - Present
Union Bank June 2010 - October 2011
Gateway Bank January 2008 - August 2008
ING DIRECT 2003 - 2007
California Federal Bank 2000 - 2003
Arthur Andersen - Derivatives & Treasury Risk Management 1997 - 2000
FHLBank San Francisco 1994 - 1997
Skills
Portfolio Management, Risk Management, Capital Markets, Interest Rate Risk..., Treasury Management, Banking, Finance, Fixed Income, Credit Risk, Derivatives, Mortgage Lending, Financial Risk, Market Risk, Bloomberg, Financial Analysis, Financial Modeling, Management
Education
Miami University 1986 — 1990
Bachelors of Science, Finance
MUFG Union Bank April 2001 - Present
Home Savings of America 1985 - 1998
Education
Los Angeles Valley College
MUFG Union Bank May 2010 - Present
Resources Global Professionals August 2009 - May 2010
Bank of America September 2006 - July 2009
Bank of Tokyo-Mitsubishi September 2002 - September 2006
Industrial Bank of Japan November 1998 - September 2002
Delta Funding April 1997 - November 1998
Parrish Leasing July 1996 - January 1997
Citibank September 1994 - June 1996
Arthur Andersen & Co December 1986 - September 1994
Skills
Financial Reporting, Banking, Due Diligence
Education
Hofstra University 1983 — 1986
BA, Accounting
MUFG, Union Bank December 2014 - Present
Los Angeles County Metropolitan Transit Authority December 2013 - October 2014
Huntington Hospital April 2008 - June 2013
Countrywide January 2008 - April 2008
Countrywide August 2007 - January 2008
Countrywide February 2006 - July 2007
Farmers Insurance January 1998 - February 2006
Farmers Insurance January 1991 - January 1998
Skills
CISA, Risk Management, Risk Assessment, Process Improvement, Business Continuity, IT Audit, IT Governance, SDLC, HIPAA, Governance, IT Risk, Insurance, Disaster Recovery, Information Security, IT Risk Management, IT Management, Business Continuity..., Enterprise Risk..., Software Documentation, COBIT, Business Process..., Business Analysis, Incident Management, Business Process, Security Policy, Information Security..., Sarbanes-Oxley Act, Internal Audit, Auditing, SAS70, Information Technology, Healthcare Information..., Security, IT Strategy, PCI DSS, ISO 27001
Education
California State Polytechnic University-Pomona
BS, Computer Information Systems
Western Governors University
Master of Business Administration (M.B.A.)
MUFG Union Bank June 2015 - Present
MUFG Union Bank October 2011 - June 2015
Kinecta Federal Credit Union June 2010 - September 2011
Kinecta Federal Credit Union April 2008 - June 2010
Countrywide Bank October 2004 - April 2008
Washington Mutual November 1999 - October 2004
Fidelity Federal Bank January 1998 - January 2000
Fidelity Federal Bank January 1997 - January 1998
Home Savings of America January 1988 - January 1997
Security Pacific National Bank January 1986 - January 1988
Skills
Risk Management, Banking, Risk Assessment, Real Estate, Credit, Software Documentation, Auditing, Executive Management, Customer Service, Internal Audit, Financial Services, Enterprise Risk..., Internal Controls, Financial Risk, Operational Risk, Loans
Education
College of the Canyons 2004 — 2008
Associate's Degree, Business Administration - Accounting
MUFG UNION BANK June 2014 - Present
Union Bank September 2013 - Present
Capital One April 2010 - September 2013
Unitrin Specialty September 1997 - May 2010
Skills
Portfolio, Program,..., Legal & Regulatory Risk..., Traditional & Agile..., Financial Services..., Visio, MS Project, Financial Services, Portfolio Management, Vendor Management, SDLC, Risk Management, Process Improvement, Insurance, Product Management, Business Process..., SharePoint, PMP, Program Management, Business Analysis, Microsoft Office, Project Portfolio..., Project Management, PMO, Cross-functional Team..., Business Process, Change Management, Strategy, Software Documentation, Governance, Agile Methodologies, IT Strategy, Strategic Planning, Enterprise Risk..., Scrum, Financial Risk, Project Delivery, Resource Management, Banking
Education
International Association of Risk and Compliance Professionals (IARCP) 2014 — 2015
Certificate, Certified Risk and Compliance Management (CRCMP)
PMI
PgMP
A.I. 2012 — 2012
Certificate, Kaizen Facilitation
International Scrum Institute 2012 — 2012
Certificate, Scrum Master & Product Owner
CSSBB 2009 — 2010
Certificate, Six Sigma Black Belt
PROJECT MANAGEMENT INSTITUTE 2008 — 2008
PMP, project management
The University of Texas at Dallas 2006 — 2008
MBA, Project Management
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MS, Management- Project Management
Drake University 1993 — 1996
BA, History
Holy Martyrs/Ferrahian
HS Diploma
MUFG Union Bank July 2014 - Present
Union Bank May 2009 - Present
Promontory Financial Group, LLC October 2008 - May 2009
Washington Mutual January 2006 - June 2008
Providian Financial January 1996 - December 2005
UBS July 1986 - August 1995
Skills
Liquidity Risk, Spokesperson, Capital Markets, Credit, Banking, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Wellesley College
BA, Russian language and literature
MUFG Union Bank January 2014 - Present
Bank of the West March 2011 - December 2013
Bank of the West March 2009 - March 2011
Mervyn's August 2008 - October 2008
Mervyn's August 2005 - August 2008
Levi Strauss & Co. April 2001 - August 2005
HomeBase Inc. 1997 - 2001
Strouds Linens 1995 - 1997
Circuit City 1988 - 1995
Skills
Employee Relations, Deferred Compensation, Performance Management, Sourcing, Human Resources, HR Policies, Coaching, HRIS, Employee Engagement, New Hire Orientations, Recruiting, Change Management, Strategy, Benefits Administration, Organizational..., Talent Management, Leadership Development, Policy, Talent Acquisition, PeopleSoft, Payroll, Strategic HR, Employee Benefits, Organizational Design, Strategic Planning, Onboarding, Personnel Management, Process Improvement, Workforce Planning, Organizational..., Labor Relations, Training, College Recruiting, Leadership, Succession Planning, HR Consulting
Education
California State University-Long Beach - College of Business Administration
BS, Human Resources
MUFG Union Bank August 2014 - Present
Visa October 2012 - August 2014
US Treasury August 2007 - October 2012
U.S. ATTORNEYS OFFICE January 2007 - May 2007
INSTITUTE FOR GLOBAL SECURITY LAW & POLICYD/CASE WESTERN RESERVE UNIV. LAW SCHOOL February 2006 - May 2007
WORLD BANK, INT'L MONETARY FUND/CASE WESTERN RESERVE UNIV. LAW SCHOOL May 2006 - November 2006
REMINGER & REMINGER October 2005 - March 2006
Vizional Technologies 2002 - 2004
Skills
Legal Writing, International Law, Criminal Law, Legal Research, Public Speaking, Policy, Compliance, Writing, Training, Administrative Law, OFAC, Start-ups, Bank Secrecy Act, Program Management, Private Investigations, Analysis, Financial Risk, AML, Regulations, Privacy Law, Sanction, Risk Assessment, Fraud, Anti Money Laundering
Education
Case Western Reserve University School of Law 2004 — 2007
JD, Counter-Terrorism & International Law
University of California, Los Angeles 1992 — 1996
BA, Bachelor of Arts in Anthropology
Sonoma Valley High School 1988 — 1992
MUFG Union Bank February 2014 - Present
BlueVirgo Capital Management LLC 2013 - 2013
Private 2009 - 2013
Deutsche Bank 2005 - 2009
JPMorgan 1999 - 2005
Credit Suisse 1998 - 1999
Union Bank of Switzerland 1994 - 1998
PwC 1991 - 1994
Skills
Corporate Finance, Mergers, Portfolio Management, Due Diligence, Credit, Banking, Investment Banking, Structured Finance, Risk Management, ABS, Securitization, Capital Markets, Structuring, Private Equity, Hedge Funds, Mergers & Acquisitions, Finance, Financial Structuring
Education
Lehigh University - College of Business and Economics
MBA
University of Delaware
BS, Accounting
MUFG Union Bank January 2013 - Present
MUFG Union Bank September 2012 - December 2012
Moody's Investors Service July 2010 - September 2012
Moody's Investors Service July 2008 - July 2010
Moody's Investors Service April 2007 - July 2008
Moody's Investors Service September 2005 - April 2007
Kmart Corporation June 2004 - August 2004
Skills
Credit Risk, ABS, CDO, Structured Finance, Fixed Income, Securitization, Structured Products, Credit, Derivatives, Financial Modeling, CCAR, Capital Markets, Credit Analysis, Credit Derivatives, Portfolio Management, Quantitative Finance, Quantitative Analytics, Corporate FP&A, Dodd-Frank, Stress Testing, Bonds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Accounting & Taxes, Global Business
Columbia University in the City of New York 2001 — 2005
BS, Engineering & Management Systems, Economics
New Trier High School
MUFG Union Bank April 2014 - Present
Southeast Regional Broker/ July 2013 - 2014
BBVA Compass January 2011 - June 2013
BBVA Compass January 2008 - December 2010
Compass Bank August 2005 - December 2007
Skills
Financial Risk, Market Risk, Credit Risk, Trading, Quantitative Finance, Risk Management, Treasury Management, Banking, Financial Analysis, Capital Markets, Fixed Income, Counterparty Risk, Credit, Credit Analysis, Portfolio Management, Personnel Management, Investments, Quantitative Analytics, Derivatives, Commercial Banking, Investment Banking, Financial Reporting, Loans, Data Analysis, Operational Risk, Bloomberg, Enterprise Risk..., Financial Modeling, Operational Risk..., Data Management
Education
University of Alabama 2004 — 2005
MA, Finance and Banking
Samford University 1997 — 2001
MDiv, Church History
Dallas Baptist University 1993 — 1997
BS, Math, Business
MUFG Union Bank January 2008 - Present
LaSalle Bank - A Unit of ABN AMRO North America Inc. January 1998 - December 2007
Skills
Commercial Banking, Middle Market, Loans, Banking, Commercial Lending, Business Development, Portfolio Management, Sales Management, Credit Analysis
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MMA, Finance and Marketing
University of Illinois at Chicago 1990 — 1994
Bachelor of Science, Economics
Saint Ignatius College Prep HS 1986 — 1990
MUFG Union Bank July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - May 2013
Bank of Tokyo-Mitsubishi UFJ November 2010 - September 2012
Capital Partners Securities USA November 2008 - October 2009
Mizuho Securities USA March 2006 - January 2008
Commercial Real Estate July 2002 - March 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Equities, Alternative Investments, Bloomberg, Investments, Portfolio Management, Financial Analysis, Valuation, Investment Banking, Asset Managment, Due Diligence, Asset Management, Finance, Banking, Risk Management
Education
New York University 2014 — 2015
CIPM, Project Management
Dickinson College 1998 — 2002
Bachelors, East Asian Studies, Int'l Business & Management
MUFG Union Bank January 2015 - Present
EmblemHealth June 2011 - January 2015
Capco April 2010 - June 2011
Boyden Executive Search September 2008 - April 2010
Skills
Technical Recruiting, Internet Recruiting, Applicant Tracking..., Onboarding, Talent Acquisition, Human Resources, Temporary Placement, Screening Resumes, Talent Management, Vendor Management, Employee Relations, SDLC, Recruiting, College Recruiting, Sourcing, Management, Contract Recruitment, Benefits Negotiation, Business Analysis, Screening, Executive Search, Process Improvement
Education
Johnson & Wales University 1999 — 2003
BS, Sports Entertainment/Event Management
MUFG - Union Bank April 2011 - Present
City National Bank 2003 - 2011
BBVA Bancomer USA 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
Internal Audit, Risk Management, Risk, Internal Controls, Compliance, Auditing, Bank Secrecy Act, Banking, Financial Risk, Sarbanes-Oxley Act, Operational Risk..., AML, Fraud, Finance, IT Audit, Process Improvement, Cash Management, Financial Services, Enterprise Risk..., Financial Analysis, Due Diligence, Risk Assessment, USA PATRIOT Act, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona
BS, Accounting
MUFG Union Bank August 2014 - Present
Union Bank February 2011 - August 2014
Union Bank August 2009 - February 2011
Cohen & Company June 2007 - September 2008
Jefferies & Company September 2003 - June 2007
Four Corners Capital Management October 2001 - December 2002
ING Capital Advisors June 2000 - October 2001
AIG SunAmerica July 1993 - June 2000
Skills
Valuation, Capital Markets, Hedge Funds, Private Equity, Financial Analysis, Credit Analysis, Structured Finance, Derivatives, Banking, Finance, Leveraged Finance, Loans, Risk Management, Mezzanine, Bonds, High Yield Bonds, Emerging Markets, CMBS, CLO, Securitization, Trading
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
USC Gould School of Law 1990 — 1994
JD, Real Estate
Stanford University 1986 — 1987
MS, Geophysics
Texas A&M University 1982 — 1986
BS, Geophysics
MUFG Union Bank September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Wells Capital Management February 2000 - September 2006
HighMark Capital Management July 1997 - February 2000
Arthur Andersen LLP October 1995 - July 1997
Skills
C-Level Executive..., Office Management, Customer Service, Event & Meeting Planning, Microsoft Office, Leadership, Elder Care, Financial Services, Investments, Banking
Education
Sonoma State University 1992 — 1994
BS, Business Administration
MUFG Union Bank February 2014 - Present
MUFG Bank of Tokyo-Mitsubishi UFJ July 2011 - February 2014
Morrison & Foerster LLP May 2010 - July 2011
Wells Fargo Capital Finance February 2006 - April 2010
California National Bank July 2003 - February 2006
The California Endowment August 1998 - May 2003
Baeder/Murphy & Associates - Executive Search November 1996 - August 1998
Skills
Strategic Human..., Executive Search, Talent Acquisition, Applicant Tracking..., Recruiting, Mergers, Change Management, Employee Relations, Employment Law, Talent Management, Onboarding, Performance Management, Training, Leadership Development, Team Building, Payroll, Employee Benefits, International Relations, Vendor Management, Strategic Planning, Finance, Financial Analysis, Financial Reporting, Asset Managment, Technology Management, Information Technology..., Project Management, PeopleSoft, Oracle HR, Diversity & Inclusion, Community Outreach, Corporate Finance, Commercial Banking, Asset Based Lending, Retail Banking, Law Firm Administration, Non-profits, Executive Development, Executive Pay, Executive Coaching, Career Development, Strategic Leadership, StrengthsFinder, Employee Engagement, Total Rewards, Employee Recognition, Internal Communications, Corporate Branding, Organizational..., HRIS
Education
Purdue University 1992 — 1995
Bachelor of Arts (B.A.), Communication
MUFG Union Bank January 2013 - Present
Deutsche Bank September 2007 - January 2013
BNY-Mellon September 2006 - August 2007
JPMorganChase September 2005 - August 2006
Union Bank April 1997 - August 2005
Bank of America 1992 - 1997
Skills
DTC, Local Government, Mutual Funds, Municipal Law, State Government, Trusts, Trustee, Bonds, Debt Management, Microsoft Office, Lotus Notes, Team Leadership, Client Relationship..., Client Services, Customer Presentations, Training & Development, SEC reporting, Public Finance, Government Contracts, Transportation, Sales Tax, Cash Flow Management, Cash Management, Private Placements, Program Management, Financial Services, Project Finance, Structured Finance, Financial Structuring
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
MUFG Union Bank July 2013 - Present
Union Bank December 2009 - Present
Starwood Capital Group June 2008 - November 2009
Deutsche Bank April 2007 - June 2008
Wachovia Capital Markets 2003 - 2007
Skills
Financial Modeling, Capital Markets, Investments, Valuation, Asset Management, Financial Analysis, Portfolio Management, Banking, Mergers, Finance, Corporate Finance, Private Equity
Education
Emory University - Goizueta Business School
MBA, Finance
The Air Force School
Mufg union bank July 2013 - Present
Union Bank August 2011 - October 2012
Yamasaki Insurance Agency 2008 - March 2011
Alpine Electronics April 2006 - December 2007
Skills
Credit, Loans, Credit Analysis, Relationship Management, Banking, Portfolio Management, Financial Risk, Financial Services, Corporate Finance, Investments, Finance
Education
Oakton Community College 2014 — 2016
Accounting
Waseda University 2002 — 2006
Bachelor, Law
MUFG Union Bank January 2000 - Present
Skills
Credit Analysis, Credit, Banking, Loans, Retail Banking, Credit Risk, Credit Cards, Portfolio Management, Cash Management, Financial Risk, Financial Analysis, Risk Management, Investment Banking, Investments, Financial Modeling, Finance, Managerial Finance, Financial Reporting, Insurance, Call Center, Management
Education
Los Angeles Pierce College 2001 — 2003
Business Administration and Management, General
Benjamin Franklin High School
MUFG Union Bank December 2012 - Present
KPMG 2010 - 2012
HCL Technologies (Infrastructure Services Division) 2007 - 2010
Tavant Technologies, Bangalore May 2006 - August 2006
Skills
Project management, ITIL, Project Management, Process Improvement, Business Pr, Change Management, Information Security, Consulting, IT Service Management, Pre-sales, Information Technology, Business Process, PMP, ISO 27001, Incident Management, Network Security, Visio
Education
Kurukshetra University
B. Tech, Electronics & Communication
Symbiosis Center for Information Technology, Pune
PGDM, IT (Networks)
MUFG Union Bank October 2011 - Present
Education
University of Wyoming College of Business
BS, Human Resources Management/Personnel Administration, General
MUFG Union Bank August 2008 - Present
Wells Fargo Bank March 2007 - July 2008
Skills
Fiduciary Compliance, Personal Trust, Fiduciary, Risk Management
Education
Loyola Law School, Los Angeles 2003 — 2006
JD, Law
University of California, San Diego 1998 — 2002
B.S., Biology
MUFG Union Bank 2007 - Present
HCP, Inc. 2002 - 2007
BNP Paribas 1991 - 2002
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1982 — 1985
Master's Degree, Geological and Earth Sciences/Geosciences
Dartmouth College 1976 — 1980
Bachelor's Degree, Geological and Earth Sciences/Geosciences
MUFG Union Bank November 2014 - Present
Union Bank May 2003 - November 2014
Mizuho Corporate Bank February 1997 - March 2003
Fuji Bank, Ltd. (predecessor of Mizuho Corporate Bank) November 1994 - February 1997
Fuji Bank, Ltd. (predecessor of Mizuho Corporate Bank) July 1989 - November 1994
Skills
Portfolio Management, Financial Structuring, Structured Finance, Project Finance, Fixed Income, Finance, Credit, Loans, Energy, Analysis, Credit Analysis, Derivatives, Banking, Corporate Law, Valuation, Financial Modeling, Capital Markets, Credit Risk, Management, Cash Flow, Financial Analysis, Debt Restructuring, Treasury Management, Investment Banking, Private Equity, Risk Management, Corporate Finance, Due Diligence, Mergers & Acquisitions, Asset Management, Loan Origination, Underwriting, Investments, Equities, Commercial Banking, Corporate Governance, Leveraged Finance
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance/Accounting
Stanford University 1974 — 1978
AB, English
Hyundai Capital America August 2015 - Present
MUFG Union Bank 2013 - May 2015
Bank of America March 2011 - March 2013
First Team Real Estate 2010 - 2011
HLP October 2008 - 2010
Washington Mutual April 2003 - November 2007
Washington Mutual June 1999 - March 2003
Washington Mutual June 1996 - May 1999
Washington Mutual Bank April 1994 - May 1996
Skills
Mortgage Lending, Credit, Loss Mitigation, Real Estate, Leadership, First Time Home Buyers, Mortgage Banking, Financial Risk, Investment Properties, Training, Residential Mortgages, Loan Origination, Finance, Refinance, Risk Management, Underwriting, Short Sales, Credit Risk, Foreclosures, REO, Business Process..., Negotiation, New Business Development, Operations Management, Operational Risk, Leadership Development, Change Management, Business Planning, Client Liaison, Manage Client..., Notary Public, Project Management, Quality Auditing, Risk Assessment, Risk Analysis, Signing Agent, Policy, Policy Analysis, Procedure Development, Procedure Creation, Program Development, Project Coordination, Project Planning
Education
Fullerton College
Mortgage University 2010 — 2011
Certificate, FHA/VA/DE Underwriting and Forensic Loan Review
C.A.R. 2010 — 2010
Certified HAFA Specialist
Securities Training Corporation 2009 — 2009
Financial Industry Regulatory Authority (FINRA), Series 6 license
AllRegs Academy 2009 — 2010
Certificate, Loan Processing/Appraisal Analysis
National Association of Realtors®
Certification, SFR (Short Sales and Foreclosure Resource)
MUFG Union Bank October 2014 - Present
Intervest National Bank August 2012 - October 2014
Intervest National Bank October 2010 - August 2012
Wells Fargo Advisors December 2008 - August 2009
Skills
Underwriting, Loans, Client Relationship..., Excel, Word, Risk Analysis, Time Management, Teamwork, Real Estate, Credit Analysis, Credit, Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Commercial Mortgages, Commercial Lending, Credit Risk, Finance, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Management, Commercial Real Estate
Education
Georgetown University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
MUFG Union Bank July 2014 - Present
Low Income Investment Fund January 2007 - Present
United Nations Environment Programme Finance Initiative January 2006 - Present
Local Initiatives Support Corporation (LISC) January 1997 - Present
Change Capital Fund January 1997 - Present
Equator Principles January 2006 - October 2010
Bank of Tokyo-Mitsubishi UFJ May 1995 - September 2010
March of Dimes of New York January 1999 - April 2010
Bethex Federal Credit Union January 2002 - January 2007
Neighborhood Housing Services January 2000 - November 2004
Education
New York University School of Continuing Education
Diploma, Credit Analysis
Colby College 1983 — 1987
B.A., Economics
Kansai University of International Studies, Osaka, Japan 1986 — 1986
Diploma, Japanese Studies
Ragan Communications
Writers and editors conference
Opportunity Finance Network
Nonprofit credit analysis seminar
MUFG Union Bank February 2006 - Present
Skills
Customer Service, Management, Banking, Commercial Banking, Microsoft Excel, Microsoft Office, PowerPoint, Retail Banking, Treasury Management, Customer Satisfaction, Event Management, Event Planning, Public Relations, Risk Management, Social Networking, Team Building, Research, Microsoft Word, Strategic Planning
Education
Dillard University 1981 — 1985
Bachelor's Degree, Business Administration and Management, General
MUFG Union Bank December 2014 - Present
MUFG Union Bank, N.A. August 2014 - December 2014
Bank of the West August 2007 - June 2014
Intercity Bank Plc (Unity Bank) February 2002 - June 2006
The Chartered Institute of Bankers of Nigeria (CIBN) 2002 - 2006
Intercity Bank Plc (Unity Bank) February 2001 - January 2002
First African Trust Bank, Nigeria. June 1992 - February 1998
Bank of Credit and Commerce International/African International Bank (AIB) April 1982 - June 1992
Government Compulsory National Youth Service Program August 1980 - July 1981
Skills
Audit, Auditing, Internal Audit, Internal Controls, Compliance, Risk, Banking, Credit, Risk Management, Loans, Fraud, Recommendations, Risk Assessment, Cash, AML, Financial Risk, Financial Analysis, Governance, Leadership, Management, Due Diligence, Anti Money Laundering
Education
CSUDH 2008 — 2009
Postgraduate Certificate, Accounting
Ambrose Alli University 1998 — 2001
Master of Business Administration (M.B.A.), Business Adminstration - Finance
Kaduna Polytechnic 1975 — 1980
HND (Bsc), Marketing Management
MUFG Union Bank August 2010 - Present
Harris Bank March 2008 - April 2010
Harris Bank March 2005 - March 2008
Harris Bank June 2000 - March 2005
Harris Bank February 1996 - June 2000
Harris Bank October 1990 - February 1996
Skills
Risk Management, Finance, Program Management, Credit Risk, Basel II, Banking, Treasury Management, Financial Risk, Credit, Enterprise Risk..., Capital Markets, Commercial Banking, Financial Analysis, Portfolio Management, Credit Analysis
Education
Purdue University 1983 — 1988
B.S., Supervision, Minors Math & Industrial Management
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management Accounting
MUFG Union Bank April 2015 - Present
Freddie Mac December 2010 - April 2015
Skills
Program Management, Process Improvement, Leadership, Training, Leadership Development, Organizational..., Project Management, Business Process..., Talent Management, Coaching, Customer Service, Change Management, Risk Management, Human Resources, PowerPoint, Microsoft Excel, Outlook
Education
Roosevelt University 2008 — 2010
Masters of Arts, Training and Development
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelors of Arts, Psychology
MUFG Union Bank 2012 - Present
Union Bank 2009 - 2012
Union Bank 2007 - 2009
Union Bank 2004 - 2007
Kaiser Permanente IT 1999 - 2004
Home Savings of America- (Now Wells Fargo) 1996 - 1999
Skills
Citrix, Active Directory, SharePoint, Microsoft Exchange, DNS, TCP/IP, Data Center, VMware ESX, Server Architecture, Business Analysis, SDLC, Enterprise Architecture, Office Communications..., Lotus Notes, Sophos, Postini, Blackberry Enterprise..., SMTP, Legal Compliance, Information Security..., System Deployment, RMS, Good Technology, SourceOne, Banking, Team Building, Customer Service, Change Management, Engineering, Forecasting, Financial Accounting, Governance, Integration, Business Process..., Team Leadership, Linux, Microsoft Office, Management, Project Management, Marketing Strategy, Negotiation, Contract Negotiation, Networking, Risk Management, Research, Security, Time Management, Troubleshooting, Virtualization, Windows
Education
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
DeVry University-California 1998 — 2000
Bachelor of Science (BS), Computer/Information Technology Administration and Management
MUFG Union Bank February 2007 - August 2015
California Federal Savings & Loan/CitiBank West (Subsidiary of Citigroup) January 1999 - January 2007
Bank of America January 1997 - January 1999
Industrial Indemnity Company January 1990 - January 1997
Skills
Finance, Accounting, Auditing, General Ledger, Cash Flow, Analysis, Variance Analysis, GAAP, Tax, Financial Statements
Education
San Francisco State University
Business Administration, Finance
MUFG Union Bank December 2010 - Present
Union Bank June 2005 - December 2010
First Federal Bank October 1998 - May 2001
Skills
Risk Management, Retail Banking, Management, Leadership, Credit Risk, Auditing, Data Analysis, Presentation Skills, Banking, Financial Advisory, Business Analysis, Regulatory Compliance, Accounting, Compliance, Credit Analysis, Customer Service, Vendor Management, Portfolio Management, Relationship Management, Branch Banking, Call Centers, Cash Management, Finance, Financial Risk, Financial Services, Operational Risk, Financial Analysis, Financial Reporting, Coordination, Loss Prevention..., Commercial Banking, Critical Thinking, Cross Selling, Consumer Lending, Process Improvement, Lines Of Credit, Mortgage Lending, Loan Origination
Education
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, Accounting
MUFG Union Bank December 2011 - Present
Bank of America October 2010 - December 2011
Tekworks October 2008 - October 2010
Washington Mutual Home Loans 2004 - 2008
FreeLance 2002 - 2005
Cox Communications 1996 - 2002
Skills
Credit Analysis, Customer Service, Underwriting, Credit, Microsoft Office, Mortgage Lending, Banking, Sales, Financial Analysis, Loans, Refinance, Loan Origination, Mortgage Banking, FHA, Microsoft Excel, Risk Management, Call Centers, Finance, Residential Mortgages, Loan Servicing, FHA financing, Strategic Financial..., Financial Risk, Portfolio Management, Insurance, VA loans, Process Improvement, Financial Services, Leadership, Investments, Real Estate, Team Building, Mutual Funds, Management, Public Speaking, Project Management
Education
UOPX 2008 — 2010
Masters, Business Administration
California State University-Long Beach 1989 — 1999
Bachelors of Science, Criminal Justice
Long Beach Poly
High School, General Studies
MUFG Union Bank January 1991 - Present
Weil Gotshal and Manges September 1987 - December 1990
The Museum of Modern Art April 1982 - August 1984
Iberia Airlines January 1980 - March 1982
Education
Fordham University School of Law 1984 — 1987
J.D
New York University
M.A., English
New York University
B.A., Journalism and Spanish
MUFG Union Bank August 2013 - Present
MUFG union Bank August 2012 - July 2013
MUFG Union Bank February 2012 - July 2012
MUFG Union Bank December 2009 - January 2012
Xerox April 2006 - December 2009
Xerox February 2009 - July 2009
Aroha Technologies December 2005 - March 2006
Aroha Technologies September 2005 - October 2005
Skills
Informatica, Unix Shell Scripting, Oracle, Sybase, OBI, Data Warehousing, Relational Data Modeling, MKS Integrity, SharePoint, SQL
Education
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Computer Science
MUFG Union Bank July 2014 - Present
Union Bank January 2010 - June 2014
TD Bank Group October 2007 - January 2010
Union Bank July 2002 - June 2006
Chevy Chase Bank 1997 - 2002
Wachovia, A Wells Fargo Company 1990 - 1997
Skills
Auditing, Credit, Risk Management, Retail Banking, Mortgage Lending, Operational Risk, Investments, Enterprise Risk..., AML, Operational Risk..., Internal Controls, Internal Audit, Relationship Management, Mutual Funds, Consumer Lending
Education
George Mason University 1992 — 1995
MBA, MBA
University of Oklahoma 1986 — 1990
BBA, Finance
MUFG Union Bank August 2015 - Present
Better Business Bureau March 2013 - July 2015
Tempe School District January 2013 - May 2013
Arizona State University March 2012 - December 2012
Arizona Attorney General's Office September 2011 - May 2012
Skills
Non-profits, Public Speaking, Research, Customer Service, Nonprofits, Leadership, Community Outreach, Microsoft Office, Social Networking, PowerPoint, Social Media, Higher Education, Microsoft Word, Teaching, Public Relations, public, Time Management, Customer Satisfaction
Education
Arizona State University 2011 — 2012
Master of Arts, Criminal Justice
Arizona State University 2008 — 2011
Bachelor of Arts, History & Political Science
MUFG Union Bank July 2015 - Present
Oaktree Capital Management September 2008 - July 2015
Skills
Business Analysis, Private Equity, Project Management, Strategy, Vendor Management, Process Improvement, Risk Management, Strategic Planning, Program Management, Portfolio Management
Education
California State University-Northridge 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
MUFG Union Bank July 2014 - Present
Union Bank December 2012 - Present
Union Bank May 2010 - December 2012
Union Bank January 2006 - May 2010
Union Bank March 1999 - December 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Asset Based Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis
Education
Miami University 1994 — 1998
BS Finance, Finance, Accounting, Sustainable Economics
MUFG Union Bank October 2013 - Present
Union Bank June 2010 - October 2013
Union Bank February 2007 - June 2010
Union Bank November 2004 - June 2010
Skills
Finance Transformation..., Financial..., Strategic & Operational..., Financial Modeling and..., Organizational..., Hyperion Planning / BSP, OFSAA, Cash Management, Financial Risk, Capital Expenditure...
Education
Rutgers Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance and International Business
Rutgers, The State University of New Jersey-Newark 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Bank of the West August 2015 - Present
MUFG Union Bank July 2014 - December 2014
Capital One May 2012 - July 2014
Cognizant Technology Solutions July 2006 - August 2012
Cognizant Technology Solutions 2006 - 2010
Skills
SAS, SQL, SQL Server
Education
College of Engineering, Guindy 2004 — 2006
MASTERS IN ENGINEERING
MUFG Union Bank July 2014 - Present
Union Bank September 2011 - June 2014
Mitsubishi UFJ Financial Group, Inc. June 2008 - September 2011
Mitsubishi UFJ Securities December 2004 - June 2008
Skills
Banking, Portfolio Management, Loans, Credit Risk, Financial Analysis, Risk Management, Corporate Finance, Capital Markets, Financial Modeling
Education
Kennedy School of Government, Harvard University 2001 — 2002
Public Administration, Master of Public Administration (MPA)
Hult International Business School 2000 — 2001
Management, Master of Science
MUFG Union Bank May 2012 - March 2015
Bloomberg 2011 - 2012
JRI America 2008 - 2008
Thomson Reuters 2007 - 2008
Weill Cornell Medical College 2006 - 2006
Citi 2002 - 2005
Caminus Corp 2000 - 2002
NEC Corporation of America 1996 - 1999
Skills
Unix, ITIL, Solaris, SDLC, AIX, Oracle, Management, Integration, Vendor Management, IBM AIX, System Administration, IT Management, Quality Assurance, Red Hat Linux, Troubleshooting, HP-UX, Windows, Sybase, Disaster Recovery, Market Data, IT Service Improvement, Data Monitoring, Cross-cultural..., IT Service Reporting, Databases, IT Service Management
Education
Sophia University
Bachelor of Science, Mathematics
State University of New York at Stony Brook
Master of Science, Applied Mathematics/Operations Research
MUFG Union Bank April 2004 - Present
Skills
Analysis, Banking, Business Analysis, Credit Risk, Financial Risk, IT Strategy, Integration, Portfolio Management, Requirements Analysis, Risk Management, SDLC, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master of Business Administration (MBA)
The University of Tokyo 1997 — 1999
Master of Arts (MA), International Relations and Affairs
Keio University 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
MUFG Union Bank August 2003 - Present
Union Bank January 1993 - August 2003
Hawthorne Savings June 1990 - December 1992
Skills
Operational Risk, Banking, Operational Risk..., Internal Audit, Enterprise Risk..., Basel II
Education
California State University-Fullerton 1981 — 1982
MUFG Union Bank January 2015 - Present
Southern California Edison September 1984 - January 2015
Skills
Database Administration, Applications, HTML5 / CSS3, Technical Support, COBOL, CICS, Information Technology, DB2, Data Migration, Mainframe, Databases, System Deployment, SDLC, Business Analysis, Integration
Education
UC Irvine
Certificate, IT Security
Cal State Fullerton 1987 — 1990
Master of Business Administration (MBA), Business
UC Irvine 1977 — 1979
Bachelor of Arts (B.A.), Social Ecology
MUFG Union Bank May 2014 - Present
MUFG Union Bank September 2010 - May 2014
American Savings Bank July 2007 - September 2010
Bank of Hawaii December 2005 - July 2007
Skills
Research, Outlook, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Windows, Criminal Justice, Data Entry, AML
Education
Seattle University 1996 — 1999
Bachelor of Arts (BA), Criminal Justice
MUFG Union Bank October 1996 - Present
Education
University of California, Irvine 2008 — 2010
Master of Business Administration (M.B.A.)
University of Redlands 1991 — 1995
Bachelor's degree
Consultant July 2014 - Present
Mufg Union Bank 1996 - June 2014
Bank of Callifornia 1984 - 1996
Security Pacific Bank 1972 - 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Photoshop, Banking, Leadership, Risk Management, Financial Analysis
Education
Kansas State University
Bachelor's Degree, Accounting and Business
MUFG Union Bank 2014 - Present
Marengo Systems 2014 - 2014
Southern California Edison (SCE) 2004 - 2014
Southern California Edison (SCE) 1997 - 2004
Southern California Edison (SCE) 1993 - 1997
Skills
Information Security, Network Security, Computer Security, CISSP, Security, Information Security..., Network Engineering, Enterprise Software, IT Strategy, Enterprise Architecture, Enterprise Security..., SABSA, ITIL, Business Process..., Integration, Program Management, SDLC
Education
Stanford University
Bachelor's Degree, Electrical Engineering
MUFG Union Bank January 2011 - Present
Education
New York University 1995 — 1996
Master of Laws (LL.M.), International Law and Legal Studies
Whittier Law School 1992 — 1995
Doctor of Law (J.D.)
University of San Diego 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General